Amrize Ltd
AMRZ- 交易所
- NYSE
- 產業
- Cement, Hydraulic
- SEC CIK
- 0002035989
近 90 天，Amrize Ltd 內部人申報 11 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 465 家機構在 13F 申報持有，市值合計 $136.9 億；Oakmark（Harris Associates）和D1 資本兩位大師持有。
2025 年第 3 季 13F 持有人
Amrize Ltd 在 2025/9/30 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
- 317
- 較 2025 年第 2 季 +117 家
- 持有股數
- 2.05 億
- 較 2025 年第 2 季 +4,973 萬 (+32.0%)
- 總市值
- $99.4 億
- 較 2025 年第 2 季 +$22.3 億 (+28.9%)
- 新進機構
- 164
- 另有 79 家加碼
- 清倉機構
- 47
- 另有 55 家減碼
另有 2 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 AMRZ 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 | 465 | $136.9 億 |
| 2026 年第 1 季 | 451 | $133.6 億 |
| 2025 年第 4 季 | 392 | $141.7 億 |
| 2025 年第 3 季 | 317 | $99.4 億 |
| 2025 年第 2 季 | 202 | $83.9 億 |
| 2025 年第 1 季 | 0 | $0 |
| 2024 年第 4 季 | 0 | $0 |
| 2024 年第 3 季 | 0 | $0 |
| 2024 年第 2 季 | 0 | $0 |
| 2024 年第 1 季 | 0 | $0 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2025 年第 3 季持有機構
每家機構持有 Amrize Ltd 的股數、市值與佔組合比重；股數變化跟 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MYDA Advisors LLC | 10,000 | $48.5 萬 | 0.15% | +10,000 | 新進 |
| LB Partners LLC | 10,000 | $48.5 萬 | 0.31% | +10,000 | 新進 |
| Peddock Capital Advisors, LLC | 10,089 | $49.0 萬 | 0.11% | +10,089 | 新進 |
| Norman Fields, Gottscho Capital Management, LLC | 10,155 | $49.3 萬 | 0.16% | +2,015+24.8% | 加碼 |
| Banco Santander, S.A. | 10,177 | $49.4 萬 | 0.00% | −167−1.6% | 減碼 |
| Citizens National Bank Trust Department | 10,458 | $50.4 萬 | 0.09% | +10,458 | 新進 |
| MASTERINVEST Kapitalanlage GmbH | 10,400 | $50.5 萬 | 0.05% | −7,921−43.2% | 減碼 |
| Hunter Associates Investment Management LLC | 10,475 | $51.1 萬 | 0.07% | +10,475 | 新進 |
| Riverwater Partners LLC | 10,585 | $51.4 萬 | 0.21% | +10,585 | 新進 |
| Cullen/Frost Bankers, Inc. | 11,062 | $53.7 萬 | 0.01% | +6,176+126.4% | 加碼 |
| Weik Capital Management | 11,175 | $54.2 萬 | 0.20% | +11,175 | 新進 |
| Steinberg Asset Management LLC | 11,386 | $55.3 萬 | 0.40% | +11,386 | 新進 |
| Cantor Fitzgerald, L. P. | 11,666 | $56.6 萬 | 0.01% | +3,963+51.4% | 加碼 |
| Patten Group, Inc. | 11,744 | $57.0 萬 | 0.11% | +11,744 | 新進 |
| Meixler Investment Management, Ltd. | 15,100 | $73.3 萬 | 0.45% | +15,100 | 新進 |
| Qtron Investments LLC | 15,705 | $75.8 萬 | 0.09% | −3,269−17.2% | 減碼 |
| Diametric Capital, LP | 15,947 | $77.4 萬 | 0.29% | +5,046+46.3% | 加碼 |
| Icon Wealth Advisors, LLC | 16,320 | $79.2 萬 | 0.05% | +16,320 | 新進 |
| Engineers Gate Manager LP | 16,458 | $79.9 萬 | 0.01% | +16,458 | 新進 |
| Scientech Research LLC | 16,660 | $80.9 萬 | 0.28% | −1,534−8.4% | 減碼 |
| Resources Investment Advisors, LLC. | 17,627 | $85.5 萬 | 0.01% | +4,108+30.4% | 加碼 |
| Prudential PLC | 17,903 | $86.3 萬 | 0.01% | +2,795+18.5% | 加碼 |
| Canton Hathaway, LLC | 18,160 | $88.1 萬 | 0.17% | +18,160 | 新進 |
| RSM US Wealth Management LLC | 18,218 | $88.4 萬 | 0.01% | +13,074+254.2% | 加碼 |
| SG Americas Securities, LLC | 18,330 | $89.0 萬 | 0.00% | +18,330 | 新進 |
| Man Group plc | 18,474 | $89.7 萬 | 0.00% | +18,474 | 新進 |
| Jump Financial, LLC | 18,890 | $91.7 萬 | 0.01% | +18,890 | 新進 |
| Rhumbline Advisers | 19,276 | $93.5 萬 | 0.00% | +19,276 | 新進 |
| Hunter Perkins Capital Management, LLC | 20,088 | $97.5 萬 | 0.22% | +20,088 | 新進 |
| Pictet & Cie (Europe) SA | 20,299 | $97.9 萬 | 0.02% | −1,900−8.6% | 減碼 |
| Sanctuary Advisors, LLC | 20,238 | $98.2 萬 | 0.01% | +20,238 | 新進 |
| Groupama Asset Managment | 25,635 | $98.4 萬 | 0.01% | 00.0% | 不變 |
| 111 Capital | 20,657 | $99.6 萬 | 0.19% | +20,657 | 新進 |
| Group One Trading, L.P. | 20,753 | $100.7 萬 | 0.03% | +20,753 | 新進 |
| Toroso Investments, LLC | 22,390 | $108.7 萬 | 0.00% | +22,390 | 新進 |
| SummitTX Capital, L.P. | 23,100 | $112.1 萬 | 0.05% | +23,100 | 新進 |
| Marathon Partners Equity Management, LLC | 25,000 | $121.3 萬 | 0.97% | +5,000+25.0% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 25,076 | $121.7 萬 | 0.07% | +25,076 | 新進 |
| ABN AMRO Bank N.V. | 27,947 | $133.7 萬 | 0.01% | +19,379+226.2% | 加碼 |
| Assenagon Asset Management S.A. | 27,894 | $134.6 萬 | 0.00% | −7,493−21.2% | 減碼 |
| BLI - Banque de Luxembourg Investments | 28,100 | $135.4 萬 | 0.04% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 28,022 | $136.0 萬 | 0.00% | +28,022 | 新進 |
| Southeast Asset Advisors Inc. | 29,200 | $141.7 萬 | 0.15% | +29,200 | 新進 |
| Baader Bank INC | 29,600 | $142.6 萬 | 0.12% | +29,600 | 新進 |
| Advisor Group Holdings, Inc. | 31,874 | $155.0 萬 | 0.00% | +30,066+1,662.9% | 加碼 |
| D.A. Davidson & Co. | 32,166 | $156.1 萬 | 0.01% | +32,166 | 新進 |
| Virtu Financial LLC | 34,208 | $166.0 萬 | 0.09% | +21,891+177.7% | 加碼 |
| Brinker Capital Investments, LLC | 34,742 | $168.6 萬 | 0.01% | +12,097+53.4% | 加碼 |
| 683 Capital Management, LLC | 35,000 | $169.9 萬 | 0.15% | +35,000 | 新進 |
| Lummis Asset Management, LP | 35,277 | $171.2 萬 | 1.12% | +25,237+251.4% | 加碼 |
| Gabelli Funds LLC | 36,422 | $176.8 萬 | 0.01% | +14,574+66.7% | 加碼 |
| DJE Kapital AG | 36,235 | $179.5 萬 | 0.04% | 00.0% | 不變 |
| XTX Topco Ltd | 37,273 | $180.9 萬 | 0.09% | +37,273 | 新進 |
| Public Employees Retirement System of Ohio | 37,870 | $182.8 萬 | 0.01% | −9,086−19.4% | 減碼 |
| Neuberger Berman Group LLC | 38,033 | $183.5 萬 | 0.00% | −43,824−53.5% | 減碼 |
| Rockbridge Capital Management LLC | 39,239 | $190.4 萬 | 1.12% | −1,037−2.6% | 減碼 |
| UBS Asset Management Americas Inc | 39,543 | $191.9 萬 | 0.00% | −12,304,338−99.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 40,323 | $195.7 萬 | 0.02% | +40,323 | 新進 |
| Robeco Schweiz AG | 41,000 | $199.0 萬 | 0.04% | +41,000 | 新進 |
| Voss Capital, LLC | 44,305 | $215.0 萬 | 0.12% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 44,443 | $215.7 萬 | 0.00% | −49,395−52.6% | 減碼 |
| First American Bank | 44,749 | $217.2 萬 | 0.14% | +44,749 | 新進 |
| DMKC Advisory Services, LLC | 45,044 | $218.6 萬 | 1.11% | +45,044 | 新進 |
| Regency Capital Management Inc. | 45,233 | $219.3 萬 | 1.04% | +45,233 | 新進 |
| CastleKnight Management LP | 45,400 | $220.3 萬 | 0.12% | 00.0% | 不變 |
| Mackenzie Financial Corp | 45,597 | $220.9 萬 | 0.00% | −7,568−14.2% | 減碼 |
| Cardinal Point Capital Management, ULC | 46,185 | $222.8 萬 | 0.16% | +46,185 | 新進 |
| Aperture Investors, LLC | 46,007 | $223.3 萬 | 0.31% | +46,007 | 新進 |
| MetLife Investment Management | 46,568 | $225.5 萬 | 0.01% | −3,839−7.6% | 減碼 |
| Baker Ellis Asset Management LLC | 47,455 | $230.3 萬 | 0.28% | +47,455 | 新進 |
| Murphy Pohlad Asset Management LLC | 49,965 | $242.5 萬 | 0.95% | +49,965 | 新進 |
| Janney Montgomery Scott LLC | 56,033 | $271.9 萬 | 0.01% | +56,033 | 新進 |
| Verition Fund Management LLC | 57,072 | $277.0 萬 | 0.02% | −90,428−61.3% | 減碼 |
| Bislett Management, LLC | 60,000 | $291.2 萬 | 2.11% | +10,000+20.0% | 加碼 |
| Franklin Resources Inc | 60,623 | $293.3 萬 | 0.00% | −335,003−84.7% | 減碼 |
| Wolverine Trading, LLC | 61,210 | $293.5 萬 | 0.06% | +61,210 | 新進 |
| Worldquant Millennium Advisors LLC | 61,173 | $295.0 萬 | 0.01% | +61,173 | 新進 |
| Generali Asset Management SPA SGR | 77,772 | $298.6 萬 | 0.06% | −21,581−21.7% | 減碼 |
| Voya Investment Management LLC | 62,059 | $299.4 萬 | 0.00% | −202,554−76.5% | 減碼 |
| Kettle Hill Capital Management, LLC | 62,251 | $302.1 萬 | 0.68% | +62,251 | 新進 |
| State of Tennessee, Treasury Department | 64,407 | $310.8 萬 | 0.01% | −78,966−55.1% | 減碼 |
| Susquehanna International Group, LLP | 64,889 | $314.9 萬 | 0.00% | +64,889 | 新進 |
| Credit Agricole S A | 66,438 | $322.4 萬 | 0.01% | +66,438 | 新進 |
| Tudor Investment Corp Et Al | 69,638 | $338.0 萬 | 0.02% | −11,055−13.7% | 減碼 |
| Hudson Bay Capital Management LP | 69,944 | $339.4 萬 | 0.02% | −19,941−22.2% | 減碼 |
| ASR Vermogensbeheer N.V. | 72,577 | $350.2 萬 | 0.04% | +1,661+2.3% | 加碼 |
| Quantessence Capital LLC | 77,097 | $374.2 萬 | 1.18% | +77,097 | 新進 |
| Quantinno Capital Management LP | 77,542 | $376.3 萬 | 0.01% | +65,532+545.6% | 加碼 |
| USS Investment Management Ltd | 78,106 | $376.7 萬 | 0.02% | 00.0% | 不變 |
| Norwood Investment Partners, LP | 78,200 | $379.5 萬 | 3.26% | +78,200 | 新進 |
| Engle Capital Management, L.P. | 79,300 | $384.8 萬 | 1.36% | +79,300 | 新進 |
| DC Investments Management, LLC | 80,197 | $389.2 萬 | 1.61% | +63,952+393.7% | 加碼 |
| Gamco Investors, Inc. Et Al | 83,999 | $407.6 萬 | 0.04% | +43,615+108.0% | 加碼 |
| Ipswich Investment Management Co., Inc. | 84,304 | $409.1 萬 | 0.96% | +84,304 | 新進 |
| J. Safra Sarasin Holding AG | 85,495 | $411.7 萬 | 0.07% | +76,846+888.5% | 加碼 |
| Charter Trust Co | 84,913 | $412.1 萬 | 0.25% | +84,913 | 新進 |
| National Bank of Canada | 85,458 | $414.8 萬 | 0.00% | +82,093+2,439.6% | 加碼 |
| Kirr Marbach & Co LLC | 86,196 | $418.3 萬 | 0.76% | +12,022+16.2% | 加碼 |
| Two Sigma Investments, LP | 88,630 | $430.1 萬 | 0.01% | +46,487+110.3% | 加碼 |
| Mutual of America Capital Management LLC | 93,718 | $451.9 萬 | 0.05% | +93,718 | 新進 |