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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 1,278 | $170.2 萬 | 0.03% | −556−30.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 1,278 | $170.2 萬 | 0.05% | −36−2.7% | 減碼 |
| Accretive Wealth Partners, LLC | 1,276 | $170.0 萬 | 0.41% | −31−2.4% | 減碼 |
| Traynor Capital Management, Inc. | 1,274 | $169.8 萬 | 0.08% | +150+13.3% | 加碼 |
| Marks Group Wealth Management, Inc | 1,257 | $167.4 萬 | 0.15% | −680−35.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,255 | $167.2 萬 | 0.00% | +27+2.2% | 加碼 |
| GAMMA Investing LLC | 1,246 | $166.0 萬 | 0.06% | +238+23.6% | 加碼 |
| RSM US Wealth Management LLC | 1,238 | $165.0 萬 | 0.02% | −219−15.0% | 減碼 |
| Merit Financial Group, LLC | 1,234 | $164.4 萬 | 0.01% | −41−3.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 1,213 | $161.6 萬 | 0.01% | +65+5.7% | 加碼 |
| Brighton Jones LLC | 1,201 | $160.0 萬 | 0.03% | +66+5.8% | 加碼 |
| Integrated Advisors Network LLC | 1,197 | $159.4 萬 | 0.07% | +2+0.2% | 加碼 |
| Havemeyer Place LP | 1,172 | $156.1 萬 | 0.15% | +301+34.6% | 加碼 |
| Plato Investment Management Ltd | 1,163 | $154.0 萬 | 0.09% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 1,152 | $153.5 萬 | 0.18% | +11+1.0% | 加碼 |
| Hills Bank & Trust Co | 1,147 | $152.8 萬 | 0.07% | −11−0.9% | 減碼 |
| Vestcor Inc | 1,131 | $150.7 萬 | 0.04% | 00.0% | 不變 |
| RDA Financial Network | 1,131 | $150.7 萬 | 0.33% | −83−6.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,119 | $149.1 萬 | 0.01% | −495−30.7% | 減碼 |
| Vision Retirement, LLC | 1,100 | $146.5 萬 | 0.35% | −29−2.6% | 減碼 |
| VestGen Advisors, LLC | 1,094 | $145.8 萬 | 0.04% | −72−6.2% | 減碼 |
| Hudson Bay Capital Management LP | 1,093 | $145.6 萬 | 0.01% | +1,093 | 新進 |
| Fulcrum Asset Management LLP | 1,098 | $145.3 萬 | 0.14% | +1,098 | 新進 |
| Intesa Sanpaolo Wealth Management | 1,086 | $144.7 萬 | 0.29% | −37−3.3% | 減碼 |
| ASR Vermogensbeheer N.V. | 1,073 | $142.9 萬 | 0.01% | −7,624−87.7% | 減碼 |
| Hikari Tsushin, Inc. | 1,060 | $141.2 萬 | 0.09% | 00.0% | 不變 |
| CORDA Investment Management, LLC. | 1,040 | $138.5 萬 | 0.08% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 1,032 | $137.5 萬 | 0.02% | +407+65.1% | 加碼 |
| Advent International Corp | 1,025 | $136.5 萬 | 0.01% | −16,434−94.1% | 減碼 |
| YHB Investment Advisors, Inc. | 1,024 | $136.4 萬 | 0.09% | +2+0.2% | 加碼 |
| Davidson Capital Management Inc. | 1,022 | $136.1 萬 | 0.22% | +29+2.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,020 | $135.8 萬 | 0.01% | −34−3.2% | 減碼 |
| AdvisorNet Financial, Inc | 1,017 | $135.5 萬 | 0.06% | +164+19.2% | 加碼 |
| PFG Advisors | 1,014 | $135.1 萬 | 0.07% | +16+1.6% | 加碼 |
| McHugh Group, LLC | 1,014 | $135.0 萬 | 0.69% | 00.0% | 不變 |
| Huntington National Bank | 1,010 | $134.5 萬 | 0.01% | +76+8.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 997 | $132.8 萬 | 0.01% | −1,035−50.9% | 減碼 |
| HighVista Strategies LLC | 985 | $131.2 萬 | 0.30% | −160−14.0% | 減碼 |
| Leonteq Securities AG | 984 | $131.1 萬 | 0.08% | −784−44.3% | 減碼 |
| Parallel Advisors, LLC | 966 | $128.7 萬 | 0.02% | +112+13.1% | 加碼 |
| Paragon Capital Management Inc | 966 | $128.7 萬 | 0.96% | −14−1.4% | 減碼 |
| Haverford Trust Co | 957 | $127.5 萬 | 0.01% | −223−18.9% | 減碼 |
| Fifth Third Wealth Advisors LLC | 953 | $126.9 萬 | 0.04% | +357+59.9% | 加碼 |
| Bokf, NA | 944 | $125.7 萬 | 0.02% | +9+1.0% | 加碼 |
| Circle Wealth Management, LLC | 943 | $125.6 萬 | 0.02% | +1+0.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 941 | $125.4 萬 | 0.02% | +941 | 新進 |
| Park Avenue Securities LLC | 940 | $125.2 萬 | 0.01% | +63+7.2% | 加碼 |
| Kornitzer Capital Management Inc | 932 | $124.1 萬 | 0.03% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 931 | $123.9 萬 | 0.08% | −6−0.6% | 減碼 |
| Brasada Capital Management, LP | 930 | $123.9 萬 | 0.22% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 929 | $123.7 萬 | 0.01% | −36−3.7% | 減碼 |
| Assenagon Asset Management S.A. | 925 | $123.2 萬 | 0.00% | −38−3.9% | 減碼 |
| Radnor Capital Management, LLC | 924 | $123.1 萬 | 0.17% | −408−30.6% | 減碼 |
| denkapparat Operations GmbH | 920 | $122.5 萬 | 0.40% | +920 | 新進 |
| Concentric Capital Strategies, LP | 914 | $121.7 萬 | 0.07% | +914 | 新進 |
| Cross Staff Investments Inc | 912 | $121.5 萬 | 0.72% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 911 | $121.3 萬 | 0.03% | −2,248−71.2% | 減碼 |
| Assetmark, Inc | 905 | $120.5 萬 | 0.00% | +268+42.1% | 加碼 |
| Verus Capital Partners, LLC | 896 | $119.4 萬 | 0.06% | 00.0% | 不變 |
| Navalign, LLC | 888 | $118.3 萬 | 0.28% | +25+2.9% | 加碼 |
| Avestar Capital, LLC | 886 | $118.0 萬 | 0.07% | −138−13.5% | 減碼 |
| Strong Tower Advisory Services | 875 | $116.6 萬 | 0.21% | +82+10.3% | 加碼 |
| Bluedoor Private Wealth, LLC | 871 | $116.0 萬 | 0.49% | +223+34.4% | 加碼 |
| Mount Yale Investment Advisors, LLC | 871 | $116.0 萬 | 0.02% | −16−1.8% | 減碼 |
| MAI Capital Management | 862 | $114.8 萬 | 0.00% | −110−11.3% | 減碼 |
| Sapient Capital LLC | 861 | $114.7 萬 | 0.02% | 00.0% | 不變 |
| Sterling Capital Management LLC | 860 | $114.6 萬 | 0.02% | +530+160.6% | 加碼 |
| Fidelis Capital Partners, LLC | 859 | $114.4 萬 | 0.07% | −48−5.3% | 減碼 |
| TD Waterhouse Canada Inc. | 872 | $114.1 萬 | 0.00% | +73+9.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 858 | $114.1 萬 | 0.02% | +7+0.8% | 加碼 |
| NBT Bank N A | 852 | $113.5 萬 | 0.08% | 00.0% | 不變 |
| Western Financial Corp | 851 | $113.4 萬 | 0.33% | −542−38.9% | 減碼 |
| Tema ETFs LLC | 848 | $113.0 萬 | 0.04% | 00.0% | 不變 |
| Signaturefd, LLC | 847 | $112.8 萬 | 0.02% | +174+25.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 844 | $112.5 萬 | 0.01% | −142−14.4% | 減碼 |
| Wedmont Private Capital | 871 | $112.5 萬 | 0.03% | +23+2.7% | 加碼 |
| Siemens Fonds Invest GmbH | 839 | $111.8 萬 | 0.05% | −240−22.2% | 減碼 |
| Gateway Investment Advisers LLC | 837 | $111.5 萬 | 0.01% | −433−34.1% | 減碼 |
| NVWM, LLC | 834 | $111.1 萬 | 0.22% | −10−1.2% | 減碼 |
| Fairway Wealth LLC | 820 | $109.2 萬 | 0.25% | +16+2.0% | 加碼 |
| Benjamin Edwards Inc | 819 | $109.1 萬 | 0.01% | −215−20.8% | 減碼 |
| Apollon Wealth Management, LLC | 816 | $108.7 萬 | 0.01% | −4−0.5% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 815 | $108.6 萬 | 0.03% | 00.0% | 不變 |
| Griffin Asset Management, Inc. | 810 | $107.9 萬 | 0.11% | 00.0% | 不變 |
| Union Bancaire Privee, UBP SA | 588 | $107.7 萬 | 0.02% | −425−42.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 795 | $105.9 萬 | 0.02% | −80−9.1% | 減碼 |
| Allred Capital Management, LLC | 794 | $105.8 萬 | 0.35% | +21+2.7% | 加碼 |
| Rational Advisors LLC | 790 | $105.2 萬 | 0.10% | +773+4,547.1% | 加碼 |
| Global Retirement Partners, LLC | 786 | $104.7 萬 | 0.02% | +786 | 新進 |
| Trust Point Inc. | 775 | $103.2 萬 | 0.09% | +61+8.5% | 加碼 |
| Souders Financial Advisors | 771 | $102.7 萬 | 0.10% | +5+0.7% | 加碼 |
| Castleark Management LLC | 770 | $102.6 萬 | 0.03% | 00.0% | 不變 |
| Skylands Capital, LLC | 770 | $102.6 萬 | 0.13% | 00.0% | 不變 |
| Krilogy Financial LLC | 765 | $101.9 萬 | 0.03% | +92+13.7% | 加碼 |
| Silvercrest Asset Management Group LLC | 752 | $100.2 萬 | 0.01% | −8−1.1% | 減碼 |
| Palliser Capital (UK) Ltd | 750 | $99.9 萬 | 0.54% | +750 | 新進 |
| Perigon Wealth Management, LLC | 747 | $99.5 萬 | 0.02% | +19+2.6% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 745 | $99.2 萬 | 0.09% | −33−4.2% | 減碼 |
| Natixis | 736 | $98.0 萬 | 0.00% | −3,394−82.2% | 減碼 |
| Silver Oak Securities, Inc | 735 | $98.0 萬 | 0.06% | −9−1.2% | 減碼 |