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 $738.9 億；Oakmark（Harris Associates）和D1 資本兩位大師持有。
2026 年第 2 季 13F 持有人
Amrize Ltd 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
- 465
- 較 2026 年第 1 季 +20 家
- 持有股數
- 2.57 億
- 較 2026 年第 1 季 +1,725 萬 (+7.2%)
- 總市值
- $738.9 億
- 較 2026 年第 1 季 +$605.4 億 (+453.4%)
- 新進機構
- 73
- 另有 217 家加碼
- 清倉機構
- 53
- 另有 129 家減碼
另有 6 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 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 | $738.9 億 |
| 2026 年第 1 季 | 451 | $133.6 億 |
| 2025 年第 4 季 | 391 | $141.7 億 |
| 2025 年第 3 季 | 316 | $100.9 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 |
2026 年第 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 1,137,414 | $602.6 億 | 8.35% | +195,942+20.8% | 加碼 |
| Vanguard Capital Management LLC | 21,330,317 | $11.3 億 | 0.02% | +701,887+3.4% | 加碼 |
| BlackRock, Inc. | 16,164,491 | $8.62 億 | 0.01% | +732,155+4.7% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 13,990,945 | $7.46 億 | 0.99% | +2,646,178+23.3% | 加碼 |
| Norges Bank | 14,067,218 | $7.46 億 | 0.07% | +14,067,218 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,847,973 | $5.76 億 | 1.10% | +166,786+1.6% | 加碼 |
| Invesco Ltd. | 8,592,108 | $4.58 億 | 0.04% | +7,959,909+1,259.1% | 加碼 |
| UBS Group AG | 8,258,907 | $4.40 億 | 0.07% | −2,670,859−24.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,545,803 | $4.02 億 | 0.32% | −4,464,234−37.2% | 減碼 |
| Vanguard Fiduciary Trust Co | 7,345,718 | $3.89 億 | 0.09% | +230,980+3.2% | 加碼 |
| Geode Capital Management, LLC | 6,207,975 | $3.29 億 | 0.02% | −70,023−1.1% | 減碼 |
| Pictet Asset Management Holding SA | 5,872,638 | $3.12 億 | 0.30% | +655,873+12.6% | 加碼 |
| State Street Corp | 5,267,688 | $2.81 億 | 0.01% | +659,239+14.3% | 加碼 |
| JPMorgan Chase & Co | 5,233,171 | $2.78 億 | 0.02% | +1,413,822+37.0% | 加碼 |
| Victory Capital Management Inc | 4,859,803 | $2.59 億 | 0.15% | +972,845+25.0% | 加碼 |
| Vontobel Holding Ltd. | 4,796,069 | $2.54 億 | 0.85% | +734,153+18.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 4,414,785 | $2.35 億 | 0.28% | +348,352+8.6% | 加碼 |
| American Century Companies Inc | 4,321,831 | $2.30 億 | 0.10% | +645,183+17.5% | 加碼 |
| Deutsche Bank AG | 4,123,535 | $2.20 億 | 0.06% | +1,082,244+35.6% | 加碼 |
| FMR LLC | 3,797,502 | $2.01 億 | 0.01% | +220,914+6.2% | 加碼 |
| Barclays PLC | 3,604,798 | $1.92 億 | 0.06% | +1,447,754+67.1% | 加碼 |
| River Road Asset Management, LLC | 3,331,674 | $1.78 億 | 1.98% | +1,088,211+48.5% | 加碼 |
| First Pacific Advisors, LP | 3,177,325 | $1.69 億 | 2.09% | +30,942+1.0% | 加碼 |
| First Manhattan Co | 3,144,788 | $1.68 億 | 0.43% | −793,091−20.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 3,062,884 | $1.62 億 | 0.25% | −1,710,057−35.8% | 減碼 |
| Wellington Management Group LLP | 2,706,621 | $1.44 億 | 0.02% | −4,005,056−59.7% | 減碼 |
| Goldman Sachs Group Inc | 2,340,155 | $1.25 億 | 0.01% | +743,120+46.5% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 2,187,487 | $1.17 億 | 0.34% | +2,187,487 | 新進 |
| Bank of America Corp | 1,982,688 | $1.06 億 | 0.01% | +224,419+12.8% | 加碼 |
| Vanguard Asset Management, Ltd | 1,957,406 | $1.03 億 | 0.07% | +116,380+6.3% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,932,424 | $1.03 億 | 0.27% | −107,923−5.3% | 減碼 |
| Legal & General Group Plc | 1,927,503 | $1.02 億 | 0.02% | −739,805−27.7% | 減碼 |
| Northern Trust Corp | 1,894,040 | $1.01 億 | 0.01% | +105,946+5.9% | 加碼 |
| Locust Wood Capital Advisers, LLC | 1,891,215 | $1.01 億 | 2.44% | +1,891,215 | 新進 |
| Charles Schwab Investment Management Inc | 1,702,366 | $9,074 萬 | 0.01% | +14,733+0.9% | 加碼 |
| Dimensional Fund Advisors LP | 1,664,210 | $8,870 萬 | 0.02% | +1,664,210 | 新進 |
| 1832 Asset Management L.P. | 1,643,010 | $8,757 萬 | 0.11% | +242,890+17.3% | 加碼 |
| Gates Capital Management, Inc. | 1,580,748 | $8,425 萬 | 2.77% | −831,785−34.5% | 減碼 |
| Jane Street Group, LLC | 1,524,097 | $8,123 萬 | 0.05% | −719,009−32.1% | 減碼 |
| National Pension Service | 1,493,022 | $7,958 萬 | 0.05% | +103,962+7.5% | 加碼 |
| Vanguard Portfolio Management LLC | 1,460,583 | $7,785 萬 | 0.00% | +39,683+2.8% | 加碼 |
| Swiss National Bank | 1,403,974 | $7,483 萬 | 0.04% | −56,900−3.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,388,033 | $7,397 萬 | 0.06% | +662,518+91.3% | 加碼 |
| Permian Investment Partners, LP | 1,313,663 | $7,002 萬 | 7.94% | +363,643+38.3% | 加碼 |
| Thrivent Financial for Lutherans | 1,233,717 | $6,576 萬 | 0.11% | +1,219,989+8,886.9% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 1,202,793 | $6,411 萬 | 0.57% | −70,125−5.5% | 減碼 |
| Morgan Stanley | 1,200,250 | $6,397 萬 | 0.00% | +219,144+22.3% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,110,994 | $5,919 萬 | 0.09% | +71,948+6.9% | 加碼 |
| Renaissance Technologies LLC | 1,085,000 | $5,783 萬 | 0.08% | −871,600−44.5% | 減碼 |
| Cambiar Investors LLC | 1,060,745 | $5,654 萬 | 2.45% | +4,538+0.4% | 加碼 |
| Shapiro Capital Management LLC | 1,035,270 | $5,518 萬 | 3.34% | +77,485+8.1% | 加碼 |
| DJE Kapital AG | 1,033,258 | $5,513 萬 | 1.04% | −79,778−7.2% | 減碼 |
| SIH Partners, LLLP | 953,629 | $5,083 萬 | 2.12% | −390,841−29.1% | 減碼 |
| Qube Research & Technologies Ltd | 937,749 | $4,997 萬 | 0.06% | +454,811+94.2% | 加碼 |
| Lakewood Capital Management, LP | 888,200 | $4,734 萬 | 2.45% | +74,000+9.1% | 加碼 |
| Cooperman Leon G | 880,000 | $4,690 萬 | 1.32% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 838,842 | $4,471 萬 | 0.02% | +70,219+9.1% | 加碼 |
| Russell Investments Group, Ltd. | 818,945 | $4,362 萬 | 0.04% | +141,404+20.9% | 加碼 |
| FIL Ltd | 789,588 | $4,207 萬 | 0.03% | −923,302−53.9% | 減碼 |
| Franklin Resources Inc | 787,200 | $4,195 萬 | 0.01% | +173,970+28.4% | 加碼 |
| Marshall Wace, LLP | 766,056 | $4,066 萬 | 0.03% | −782,480−50.5% | 減碼 |
| CapitalatWork S.A. | 760,320 | $4,053 萬 | 1.02% | +173,820+29.6% | 加碼 |
| Citigroup Inc | 669,535 | $3,554 萬 | 0.02% | −1,555,390−69.9% | 減碼 |
| Citadel Advisors LLC | 650,788 | $3,469 萬 | 0.02% | −28,201−4.2% | 減碼 |
| Raymond James Financial Inc | 644,755 | $3,437 萬 | 0.01% | +450,683+232.2% | 加碼 |
| Natixis Advisors, L.P. | 633,133 | $3,374 萬 | 0.04% | −21,061−3.2% | 減碼 |
| Wells Fargo & Company | 616,646 | $3,287 萬 | 0.01% | −67,729−9.9% | 減碼 |
| Bank of New York Mellon Corp | 599,778 | $3,197 萬 | 0.01% | −40,255−6.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 599,757 | $3,197 萬 | 0.04% | +58,922+10.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 577,311 | $3,077 萬 | 0.02% | +50,531+9.6% | 加碼 |
| Alliancebernstein L.P. | 548,655 | $3,074 萬 | 0.01% | +167,105+43.8% | 加碼 |
| California State Teachers Retirement System | 571,723 | $3,047 萬 | 0.03% | +22,117+4.0% | 加碼 |
| Susquehanna International Group, LLP | 570,964 | $3,043 萬 | 0.03% | +529,894+1,290.2% | 加碼 |
| Artisan Partners Limited Partnership | 524,942 | $2,798 萬 | 0.05% | −290,996−35.7% | 減碼 |
| Teacher Retirement System of Texas | 517,528 | $2,758 萬 | 0.07% | −19,321−3.6% | 減碼 |
| Two Sigma Investments, LP | 496,491 | $2,646 萬 | 0.02% | −1,460,638−74.6% | 減碼 |
| Amundi | 482,130 | $2,570 萬 | 0.01% | −1,172,609−70.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 472,634 | $2,519 萬 | 0.01% | +313,643+197.3% | 加碼 |
| Nordea Investment Management AB | 473,430 | $2,508 萬 | 0.02% | +23,279+5.2% | 加碼 |
| HRT Financial LP | 460,562 | $2,455 萬 | 0.04% | −212,641−31.6% | 減碼 |
| Wilson Asset Management (International) Pty Ltd | 453,631 | $2,418 萬 | 6.64% | +210,798+86.8% | 加碼 |
| Allianz Asset Management GmbH | 424,987 | $2,256 萬 | 0.02% | +400.0% | 加碼 |
| SEI Investments Co | 410,338 | $2,187 萬 | 0.02% | −98,224−19.3% | 減碼 |
| Royal Bank of Canada | 409,780 | $2,184 萬 | 0.00% | −32,946−7.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 373,591 | $1,991 萬 | 0.01% | +32,122+9.4% | 加碼 |
| DDD Partners, LLC | 349,483 | $1,863 萬 | 1.16% | +24,680+7.6% | 加碼 |
| Vanguard Global Advisers, LLC | 349,448 | $1,855 萬 | 0.01% | +2,201+0.6% | 加碼 |
| Envestnet Asset Management Inc | 332,214 | $1,771 萬 | 0.00% | +28,229+9.3% | 加碼 |
| Clark Estates Inc | 325,000 | $1,732 萬 | 3.99% | +40,000+14.0% | 加碼 |
| Korea Investment CORP | 318,939 | $1,700 萬 | 0.03% | +109,798+52.5% | 加碼 |
| Great Lakes Advisors, LLC | 318,488 | $1,698 萬 | 0.13% | +87,859+38.1% | 加碼 |
| Compagnie Lombard Odier SCmA | 318,094 | $1,689 萬 | 0.18% | −136,487−30.0% | 減碼 |
| Falcon Edge Capital, LP | 315,299 | $1,681 萬 | 0.27% | −91,927−22.6% | 減碼 |
| Loomis Sayles & Co L P | 304,758 | $1,624 萬 | 0.02% | +59,944+24.5% | 加碼 |
| Aviva PLC | 289,488 | $1,542 萬 | 0.02% | −4,606−1.6% | 減碼 |
| Ancora Advisors, LLC | 283,522 | $1,511 萬 | 0.29% | +52,759+22.9% | 加碼 |
| Punch & Associates Investment Management, Inc. | 280,902 | $1,497 萬 | 0.74% | +122,676+77.5% | 加碼 |
| Assetmark, Inc | 280,419 | $1,495 萬 | 0.03% | +29,532+11.8% | 加碼 |
| Alecta Pensionsforsakring, Omsesidigt | 274,013 | $1,459 萬 | 0.06% | +274,013 | 新進 |
| Price T Rowe Associates Inc | 260,093 | $1,386 萬 | 0.00% | +47,835+22.5% | 加碼 |