TDG
TransDigm TransDigm Group INC
+3.62 (+0.34%)1,083.7USD136K成交股數59.9B市值32.9本益比(近四季)6.0股價營收比+22.5%營收年增(近四季)2026-11-05下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 105 · 38.7M · 2 |
| 其中 10b5-1 計畫賣出 | 105 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 118M |
| 近 180 天 淨額 | −118M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 240 | 1,084.9 | 260K | 6.8K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 383 | 1,094.1 | 419K | 5.5K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 310 | 1,083.0 | 336K | 7.2K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 166 | 1,101.5 | 183K | 4.4K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 282 | 1,093.1 | 308K | 5.9K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 40 | 1,106.7 | 44K | 3.7K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | M 選擇權執行 | 3.9K | 284.97 | 1.1M | 7.5K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 110 | 1,086.3 | 119K | 6.7K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 90 | 1,099.1 | 99K | 4.6K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 294 | 1,097.3 | 323K | 4.8K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 30 | 1,112.4 | 33K | 3.6K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 225 | 1,095.1 | 246K | 5.3K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 5 | 1,105.3 | 6K | 3.7K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 100 | 1,091.0 | 109K | 6.4K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 150 | 1,098.4 | 165K | 4.7K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 125 | 1,104.6 | 138K | 3.7K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 210 | 1,103.4 | 232K | 3.9K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 170 | 1,092.1 | 186K | 6.2K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 70 | 1,090.1 | 76K | 6.5K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 274 | 1,102.5 | 302K | 4.1K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 170 | 1,083.7 | 184K | 7.0K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 60 | 1,100.4 | 66K | 4.5K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 120 | 1,087.5 | 130K | 6.5K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 10 | 1,088.1 | 11K | 6.5K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 20 | 1,119.0 | 22K | 3.6K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 20 | 1,113.4 | 22K | 3.6K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 30 | 1,108.3 | 33K | 3.7K | SEC |
| 2026-09-15 | 09-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 196 | 1,096.2 | 215K | 5.1K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 290 | 1,229.1 | 356K | 31.1K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 70 | 1,227.6 | 86K | 31.4K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 204 | 1,225.6 | 250K | 31.5K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | M 選擇權執行 | 10.1K | 66.47 | 673K | 31.7K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 520 | 1,238.1 | 644K | 27.0K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 190 | 1,241.1 | 236K | 21.5K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 1.3K | 1,240.4 | 1.6M | 21.7K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 4.0K | 1,239.2 | 4.9M | 23.1K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 250 | 1,236.9 | 309K | 27.6K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 270 | 1,234.7 | 333K | 27.9K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 450 | 1,233.3 | 555K | 28.2K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 140 | 1,236.1 | 173K | 27.8K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 1.1K | 1,232.0 | 1.3M | 28.7K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 570 | 1,230.0 | 701K | 30.5K | SEC |
| 2026-08-18 | 08-19 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 830 | 1,231.1 | 1.0M | 29.7K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 80 | 1,252.1 | 100K | 3.6K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 20 | 1,250.8 | 25K | 3.7K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 60 | 1,248.3 | 75K | 3.7K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 37 | 1,245.9 | 46K | 3.8K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 145 | 1,245.3 | 181K | 3.9K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 100 | 1,243.9 | 124K | 4.0K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 112 | 1,242.3 | 139K | 4.3K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 120 | 1,240.8 | 149K | 4.4K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 400 | 1,240.0 | 496K | 4.5K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 340 | 1,238.8 | 421K | 4.9K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 138 | 1,243.0 | 172K | 4.1K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 499 | 1,237.9 | 618K | 5.2K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 671 | 1,236.8 | 830K | 5.7K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 373 | 1,235.9 | 461K | 6.4K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 48 | 1,247.3 | 60K | 3.8K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 327 | 1,234.9 | 404K | 6.8K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 260 | 1,233.9 | 321K | 7.1K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 140 | 1,232.8 | 173K | 7.4K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 30 | 1,253.1 | 38K | 3.6K | SEC |
| 2026-08-17 | 08-18 | Reiss Joel | Co-Chief Operating Officer | M 選擇權執行 | 3.9K | 284.97 | 1.1M | 7.5K | SEC |
| 2026-07-20 | 07-21 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 1.5K | 1,218.6 | 1.8M | 23.8K | SEC |
| 2026-07-20 | 07-21 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 240 | 1,211.5 | 291K | 30.9K | SEC |
| 2026-07-20 | 07-21 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 440 | 1,224.1 | 539K | 21.5K | SEC |
| 2026-07-20 | 07-21 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 570 | 1,210.3 | 690K | 31.1K | SEC |
| 2026-07-20 | 07-21 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 130 | 1,220.6 | 159K | 22.5K | SEC |
| 2026-07-20 | 07-21 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 1.2K | 1,219.5 | 1.5M | 22.6K | SEC |
| 2026-07-20 | 07-21 | Howley W Nicholas | Director | M 選擇權執行 | 10.1K | 66.47 | 673K | 31.7K | SEC |
| 2026-07-20 | 07-21 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 603 | 1,217.0 | 734K | 25.3K | SEC |
| 2026-07-20 | 07-21 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 260 | 1,215.6 | 316K | 25.9K | SEC |
| 2026-07-20 | 07-21 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 1.6K | 1,214.7 | 1.9M | 26.2K | SEC |
| 2026-07-20 | 07-21 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 465 | 1,222.3 | 568K | 22.0K | SEC |
| 2026-07-20 | 07-21 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 1.4K | 1,213.9 | 1.7M | 27.7K | SEC |
| 2026-07-20 | 07-21 | Howley W Nicholas | Director | S 公開市場賣出(10b5-1) | 1.7K | 1,212.7 | 2.1M | 29.1K | SEC |
| 2026-07-15 | 07-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 80 | 1,198.8 | 96K | 7.3K | SEC |
| 2026-07-15 | 07-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 70 | 1,197.9 | 84K | 7.4K | SEC |
| 2026-07-15 | 07-17 | Reiss Joel | Co-Chief Operating Officer | S 公開市場賣出(10b5-1) | 10 | 1,195.2 | 12K | 7.5K | SEC |
| 2026-07-15 | 07-17 | Reiss Joel | Co-Chief Operating Officer | M 選擇權執行 | 3.9K | 284.97 | 1.1M | 7.5K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Capital International Investors | 5.1M | 6.7B | −432K (-8%) | 減碼 |
| BlackRock, Inc. | 4.9M | 6.5B | +270K (+6%) | 加碼 |
| Capital World Investors | 4.3M | 5.7B | −392K (-8%) | 減碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | 4.9B | −16.2K (-0%) | 減碼 |
| Capital Research Global Investors | 3.1M | 4.2B | −24.0K (-1%) | 減碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6M | 3.4B | +7.9K (+0%) | 加碼 |
| STATE STREET CORP | 2.6M | 3.4B | +42.5K (+2%) | 加碼 |
| PRINCIPAL FINANCIAL GROUP INC | 1.7M | 2.3B | −305K (-15%) | 減碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3M | 1.7B | +9.9K (+1%) | 加碼 |
| FMR LLC | 1.1M | 1.5B | −267K (-20%) | 減碼 |
| Soroban Capital Partners LP | 898K | 1.2B | +42.0K (+5%) | 加碼 |
| ALTAROCK PARTNERS LP | 876K | 1.2B | −33.4K (-4%) | 減碼 |
| MORGAN STANLEY | 873K | 1.2B | −21.2K (-2%) | 減碼 |
| JPMORGAN CHASE & CO | 835K | 1.1B | −62.8K (-7%) | 減碼 |
| 挪威主權基金 NORGES BANK | 782K | 1.0B | 新進 | 新進 |
| WINDACRE PARTNERSHIP LLC | 684K | 911M | +175K (+34%) | 加碼 |
| UBS Group AG | 607K | 808M | +97.0K (+19%) | 加碼 |
| Invesco Ltd. | 480K | 639M | +45.0K (+10%) | 加碼 |
| NORTHERN TRUST CORP | 468K | 623M | +11.7K (+3%) | 加碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 443K | 590M | +32.7K (+8%) | 加碼 |
| Stockbridge Partners LLC | 434K | 578M | 不變 | 持平 |
| PRIMECAP MANAGEMENT CO/CA/ | 410K | 546M | 不變 | 持平 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 392K | 523M | +202K (+106%) | 加碼 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 354K | 472M | −5.5K (-2%) | 減碼 |
| Select Equity Group, L.P. | 353K | 471M | +305K (+637%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 1,145 +32 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 142 / 110 / 394 / 337 |
| 機構合計持股 · 佔流通股 | 52.6M · 95.1% |
| 合計季末市值 | 68.4B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 899K |
|---|---|
| 與上期比 | +7.6% |
| 佔流通股數 | 1.63% |
| 日均成交量 | 358K |
| 回補天數 | 2.5 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 899K | +7.6% | 1.63% | 358K | 2.5 |
| 2026-08-14 | 835K | -13.2% | 1.51% | 562K | 1.5 |
| 2026-07-31 | 962K | -10.3% | 1.74% | 331K | 2.9 |
| 2026-07-15 | 1.1M | -6.4% | 1.94% | 332K | 3.2 |
| 2026-06-30 | 1.1M | +1.6% | 2.07% | 488K | 2.4 |
| 2026-06-15 | 1.1M | +7.7% | 2.04% | 336K | 3.4 |
| 2026-05-29 | 1.0M | +6.9% | 1.90% | 440K | 2.4 |
| 2026-05-15 | 981K | -2.4% | 1.77% | 398K | 2.5 |
| 2026-04-30 | 1.0M | -3.3% | 1.82% | 422K | 2.4 |
| 2026-04-15 | 1.0M | -1.0% | 1.88% | 314K | 3.3 |
| 2026-03-31 | 1.0M | +10.8% | 1.90% | 476K | 2.2 |
| 2026-03-13 | 946K | -2.9% | 1.71% | 335K | 2.8 |
| 2026-02-27 | 975K | -13.6% | 1.76% | 332K | 2.9 |
| 2026-02-13 | 1.1M | -9.8% | 2.04% | 553K | 2.0 |
| 2026-01-30 | 1.3M | +3.7% | 2.26% | 332K | 3.8 |
| 2026-01-15 | 1.2M | +8.2% | 2.18% | 344K | 3.5 |
| 2025-12-31 | 1.1M | -7.1% | 2.02% | 326K | 3.4 |
| 2025-12-15 | 1.2M | -7.0% | 2.17% | 289K | 4.2 |
| 2025-11-28 | 1.3M | +8.8% | 2.34% | 304K | 4.3 |
| 2025-11-14 | 1.2M | +4.1% | 2.15% | 338K | 3.5 |
| 2025-10-31 | 1.1M | +5.5% | 2.07% | 273K | 4.2 |
| 2025-10-15 | 1.1M | -4.2% | 1.96% | 291K | 3.7 |
| 2025-09-30 | 1.1M | +7.3% | 2.04% | 279K | 4.1 |
| 2025-09-15 | 1.1M | -2.1% | 1.90% | 462K | 2.3 |
| 2025-08-29 | 1.1M | -4.2% | 1.94% | 328K | 3.3 |
| 2025-08-15 | 1.1M | -0.2% | 2.03% | 524K | 2.1 |