TransDigm Group INC
TDG- 交易所
- NYSE
- 產業
- Aircraft Parts & Auxiliary Equipment, NEC
- SEC CIK
- 0001260221
近 90 天，TransDigm Group INC 內部人申報 0 筆公開市場買進、6 筆賣出；2026 年第 2 季末有 1,146 家機構在 13F 申報持有，市值合計 $699.9 億；第三點資本和孤松資本兩位大師持有。
2026 年第 2 季 13F 持有人
TransDigm Group INC 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,146
- 較 2026 年第 1 季 +46 家
- 持有股數
- 5,258 萬
- 較 2026 年第 1 季 −30.9 萬 (−0.6%)
- 總市值
- $699.9 億
- 較 2026 年第 1 季 +$87.2 億 (+14.2%)
- 新進機構
- 141
- 另有 446 家加碼
- 清倉機構
- 95
- 另有 370 家減碼
另有 12 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TDG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,146 | $699.9 億 |
| 2026 年第 1 季 | 1,112 | $612.8 億 |
| 2025 年第 4 季 | 1,133 | $715.1 億 |
| 2025 年第 3 季 | 1,073 | $705.6 億 |
| 2025 年第 2 季 | 1,111 | $823.0 億 |
| 2025 年第 1 季 | 1,090 | $737.4 億 |
| 2024 年第 4 季 | 1,048 | $674.2 億 |
| 2024 年第 3 季 | 1,032 | $739.8 億 |
| 2024 年第 2 季 | 1,005 | $679.5 億 |
| 2024 年第 1 季 | 936 | $657.1 億 |
| 2023 年第 4 季 | 864 | $541.0 億 |
| 2023 年第 3 季 | 770 | $447.7 億 |
| 2023 年第 2 季 | 746 | $477.2 億 |
| 2023 年第 1 季 | 721 | $388.1 億 |
| 2022 年第 4 季 | 705 | $329.1 億 |
| 2022 年第 3 季 | 649 | $275.2 億 |
| 2022 年第 2 季 | 658 | $277.2 億 |
| 2022 年第 1 季 | 684 | $336.7 億 |
| 2021 年第 4 季 | 659 | $332.7 億 |
| 2021 年第 3 季 | 630 | $335.1 億 |
| 2021 年第 2 季 | 614 | $346.5 億 |
| 2021 年第 1 季 | 609 | $310.5 億 |
2026 年第 2 季持有機構
每家機構持有 TransDigm Group INC 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Crystal Rock Capital Management | 5,970 | $795.2 萬 | 4.05% | 00.0% | 不變 |
| Zimmer Partners, LP | 5,955 | $793.2 萬 | 0.19% | −19,045−76.2% | 減碼 |
| Ethic Inc. | 5,938 | $791.0 萬 | 0.10% | +529+9.8% | 加碼 |
| Graham Capital Management, L.P. | 5,874 | $782.4 萬 | 0.21% | +5,874 | 新進 |
| Ancora Advisors, LLC | 5,845 | $778.6 萬 | 0.15% | −423−6.7% | 減碼 |
| Mutual of America Capital Management LLC | 5,764 | $767.8 萬 | 0.07% | −231−3.9% | 減碼 |
| Nicholas Investment Partners, LP | 5,633 | $750.3 萬 | 0.42% | +1,565+38.5% | 加碼 |
| Yousif Capital Management, LLC | 5,593 | $745.0 萬 | 0.08% | −419−7.0% | 減碼 |
| American Century Companies Inc | 5,568 | $741.7 萬 | 0.00% | +275+5.2% | 加碼 |
| State of Alaska, Department of Revenue | 5,481 | $730.0 萬 | 0.07% | −169−3.0% | 減碼 |
| IFM Investors Pty Ltd | 5,477 | $729.6 萬 | 0.05% | +497+10.0% | 加碼 |
| Macquarie Group Ltd | 5,442 | $724.9 萬 | 0.03% | +752+16.0% | 加碼 |
| Principal Securities, Inc. | 5,442 | $724.9 萬 | 0.09% | +814+17.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 5,414 | $721.2 萬 | 0.01% | +1,257+30.2% | 加碼 |
| Bessemer Group Inc | 5,393 | $718.4 萬 | 0.01% | +861+19.0% | 加碼 |
| Baird Financial Group, Inc. | 5,391 | $718.1 萬 | 0.01% | −137−2.5% | 減碼 |
| Jump Financial, LLC | 5,289 | $704.5 萬 | 0.06% | +3,058+137.1% | 加碼 |
| M&T Bank Corp | 5,288 | $704.4 萬 | 0.02% | −433−7.6% | 減碼 |
| Thompson Siegel & Walmsley LLC | 5,203 | $693.1 萬 | 0.12% | −300−5.5% | 減碼 |
| Sustainable Insight Capital Management, LLC | 5,115 | $681.3 萬 | 2.92% | +1,262+32.8% | 加碼 |
| Frank, Rimerman Advisors LLC | 5,093 | $678.4 萬 | 0.38% | +1,617+46.5% | 加碼 |
| Barbara Oil Co. | 5,065 | $671.1 萬 | 2.26% | 00.0% | 不變 |
| Cetera Investment Advisers | 4,994 | $665.3 萬 | 0.01% | +669+15.5% | 加碼 |
| HB Wealth Management, LLC | 4,956 | $660.2 萬 | 0.04% | −543−9.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 4,945 | $658.7 萬 | 0.09% | −782−13.7% | 減碼 |
| Nomura Holdings Inc | 4,941 | $658.2 萬 | 0.03% | +2,818+132.7% | 加碼 |
| HighTower Advisors, LLC | 4,867 | $648.3 萬 | 0.01% | −13,289−73.2% | 減碼 |
| Laird Norton Trust Company, LLC | 4,832 | $643.6 萬 | 0.12% | −27−0.6% | 減碼 |
| Walter Public Investments Inc. | 4,554 | $606.6 萬 | 1.46% | −670−12.8% | 減碼 |
| Allstate Corp | 4,513 | $601.1 萬 | 0.06% | +1,947+75.9% | 加碼 |
| Quest Investment Management LLC | 4,460 | $594.1 萬 | 0.69% | +849+23.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 4,404 | $586.7 萬 | 0.04% | 00.0% | 不變 |
| Mizuho Securities USA LLC | 4,379 | $583.3 萬 | 0.09% | +965+28.3% | 加碼 |
| Pacer Advisors, Inc. | 4,341 | $578.2 萬 | 0.02% | +1,413+48.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 4,318 | $575.2 萬 | 0.11% | +4,318 | 新進 |
| Gulf International Bank (UK) Ltd | 4,279 | $569.9 萬 | 0.11% | −71−1.6% | 減碼 |
| Univest Financial Corp | 4,263 | $567.9 萬 | 0.28% | +759+21.7% | 加碼 |
| Oak Ridge Investments LLC | 4,250 | $566.1 萬 | 0.32% | −73−1.7% | 減碼 |
| AIA Group Ltd | 4,132 | $550.4 萬 | 0.07% | −691−14.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,128 | $549.9 萬 | 0.00% | +116+2.9% | 加碼 |
| Advisor Group Holdings, Inc. | 4,093 | $546.7 萬 | 0.01% | −6−0.1% | 減碼 |
| Marshall Wace, LLP | 4,060 | $540.8 萬 | 0.00% | −48,131−92.2% | 減碼 |
| Arrow Capital Management, LLC | 4,017 | $535.1 萬 | 2.96% | 00.0% | 不變 |
| MML Investors Services, LLC | 3,990 | $531.4 萬 | 0.01% | +1,307+48.7% | 加碼 |
| Abn Amro Investment Solutions | 3,954 | $526.7 萬 | 0.05% | +1,333+50.9% | 加碼 |
| Vident Advisory, LLC | 3,941 | $524.9 萬 | 0.04% | +155+4.1% | 加碼 |
| Verition Fund Management LLC | 3,879 | $516.7 萬 | 0.04% | +2,702+229.6% | 加碼 |
| Snider Financial Group | 3,875 | $516.1 萬 | 1.31% | +249+6.9% | 加碼 |
| Banco Santander, S.A. | 3,872 | $515.8 萬 | 0.03% | +276+7.7% | 加碼 |
| Motley Fool Asset Management LLC | 3,855 | $513.5 萬 | 0.20% | −671−14.8% | 減碼 |
| Roundview Capital LLC | 3,846 | $512.3 萬 | 0.28% | +648+20.3% | 加碼 |
| Truist Financial Corp | 3,842 | $511.8 萬 | 0.01% | +317+9.0% | 加碼 |
| Owlhouse Capital LP | 3,830 | $510.2 萬 | 7.83% | −1,660−30.2% | 減碼 |
| Sawgrass Asset Management LLC | 3,818 | $508.6 萬 | 0.67% | −11−0.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,795 | $505.5 萬 | 0.01% | −170−4.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 3,787 | $504.4 萬 | 0.00% | −17,729−82.4% | 減碼 |
| Aventail Capital Group, LP | 3,752 | $499.8 萬 | 0.29% | +3,752 | 新進 |
| Kingsview Wealth Management, LLC | 3,695 | $492.2 萬 | 0.06% | −210−5.4% | 減碼 |
| Toroso Investments, LLC | 3,588 | $477.9 萬 | 0.01% | +907+33.8% | 加碼 |
| Brown Brothers Harriman & Co | 3,583 | $477.3 萬 | 0.02% | +991+38.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,497 | $465.8 萬 | 0.01% | −48−1.4% | 減碼 |
| Kentucky Retirement Systems | 3,490 | $464.9 萬 | 0.12% | +3,490 | 新進 |
| Generali Asset Management SPA SGR | 3,465 | $461.6 萬 | 0.08% | +1,114+47.4% | 加碼 |
| Omers Administration Corp | 3,451 | $459.7 萬 | 0.03% | +497+16.8% | 加碼 |
| George Kaiser Family Foundation | 3,425 | $456.2 萬 | 0.44% | +26+0.8% | 加碼 |
| Mediolanum International Funds Ltd | 3,442 | $455.5 萬 | 0.04% | −515−13.0% | 減碼 |
| Landscape Capital Management, L.L.C. | 3,379 | $450.1 萬 | 0.29% | −27−0.8% | 減碼 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 3,329 | $443.4 萬 | 2.82% | +418+14.4% | 加碼 |
| IMC-Chicago, LLC | 3,323 | $442.6 萬 | 0.04% | +3,323 | 新進 |
| Sigma Investment Counselors Inc | 3,310 | $441.0 萬 | 0.21% | −144−4.2% | 減碼 |
| Chicago Partners Investment Group LLC | 3,611 | $438.3 萬 | 0.09% | −45−1.2% | 減碼 |
| Norinchukin Bank, The | 3,259 | $434.1 萬 | 0.04% | −180−5.2% | 減碼 |
| Mezzasalma Advisors, LLC | 3,186 | $424.4 萬 | 0.85% | +151+5.0% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 3,156 | $420.4 萬 | 0.63% | −633−16.7% | 減碼 |
| Hartford Investment Management Co | 3,091 | $411.7 萬 | 0.12% | −133−4.1% | 減碼 |
| Commerce Bank | 3,074 | $409.5 萬 | 0.02% | +200+7.0% | 加碼 |
| Maryland State Retirement & Pension System | 3,016 | $401.7 萬 | 0.07% | +260+9.4% | 加碼 |
| Intact Investment Management Inc. | 3,000 | $399.6 萬 | 0.11% | +2,200+275.0% | 加碼 |
| Jane Street Group, LLC | 2,993 | $398.7 萬 | 0.00% | +1,604+115.5% | 加碼 |
| Duncker Streett & Co Inc | 2,988 | $398.0 萬 | 0.67% | −148−4.7% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 3,007 | $396.9 萬 | 0.08% | +2,935+4,076.4% | 加碼 |
| Baldwin Brothers Inc | 2,971 | $395.7 萬 | 0.26% | +2,971 | 新進 |
| Savant Capital, LLC | 3,108 | $392.2 萬 | 0.01% | +2,340+304.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 2,938 | $391.5 萬 | 0.04% | +30+1.0% | 加碼 |
| Texas Yale Capital Corp. | 2,931 | $390.4 萬 | 0.08% | +140+5.0% | 加碼 |
| SRS Capital Advisors, Inc. | 2,902 | $386.6 萬 | 0.03% | +2,026+231.3% | 加碼 |
| Louisiana State Employees Retirement System | 2,900 | $386.3 萬 | 0.06% | 00.0% | 不變 |
| GWM Advisors LLC | 2,887 | $384.7 萬 | 0.01% | −410−12.4% | 減碼 |
| Longaeva Partners L.P. | 2,882 | $383.9 萬 | 0.11% | +2,039+241.9% | 加碼 |
| Csenge Advisory Group | 2,873 | $382.7 萬 | 0.16% | −6−0.2% | 減碼 |
| Goodman Advisory Group, LLC | 2,857 | $380.6 萬 | 0.87% | +1,660+138.7% | 加碼 |
| Jefferies Financial Group Inc. | 2,856 | $380.5 萬 | 0.03% | +2,193+330.8% | 加碼 |
| Captrust Financial Advisors | 2,839 | $378.1 萬 | 0.01% | +668+30.8% | 加碼 |
| Walleye Capital LLC | 2,835 | $377.6 萬 | 0.02% | +2,835 | 新進 |
| Cloverfields Capital Group, LP | 2,804 | $373.5 萬 | 1.13% | +67+2.4% | 加碼 |
| New Mexico Educational Retirement Board | 2,800 | $373.0 萬 | 0.09% | +200+7.7% | 加碼 |
| Wolverine Asset Management LLC | 2,791 | $371.8 萬 | 0.05% | 00.0% | 不變 |
| Erste Asset Management GmbH | 2,809 | $371.8 萬 | 0.03% | 00.0% | 不變 |
| GKV Capital Management Co., Inc. | 2,782 | $370.6 萬 | 1.20% | −295−9.6% | 減碼 |
| Citizens Financial Group Inc | 2,778 | $370.1 萬 | 0.04% | +215+8.4% | 加碼 |