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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 4,728 | $25.2 萬 | 0.00% | +286+6.4% | 加碼 |
| Coldstream Capital Management Inc | 4,727 | $25.2 萬 | 0.00% | +4,727 | 新進 |
| Capital Advisors Inc | 4,730 | $25.2 萬 | 0.00% | −29−0.6% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,848 | $25.8 萬 | 0.04% | +4,848 | 新進 |
| Letko, Brosseau & Associates Inc | 4,941 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 4,923 | $26.2 萬 | 0.00% | +4,923 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 5,182 | $26.3 萬 | 0.00% | +5,182 | 新進 |
| Central Trust Co | 5,000 | $26.6 萬 | 0.00% | −8−0.2% | 減碼 |
| Intesa Sanpaolo S.p.A. | 5,000 | $26.7 萬 | 0.01% | +5,000 | 新進 |
| Courier Capital LLC | 5,043 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 5,366 | $27.3 萬 | 0.20% | +5,366 | 新進 |
| SPWM Advisors LLC | 5,512 | $27.4 萬 | 0.25% | −1,411−20.4% | 減碼 |
| RMR Capital Management, LLC | 5,153 | $27.5 萬 | 0.19% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 5,250 | $28.0 萬 | 0.04% | 00.0% | 不變 |
| JustInvest LLC | 5,277 | $28.1 萬 | 0.00% | +281+5.6% | 加碼 |
| Dana Investment Advisors, Inc. | 5,505 | $29.3 萬 | 0.01% | +936+20.5% | 加碼 |
| Bayesian Capital Management, LP | 5,600 | $29.8 萬 | 0.19% | +5,600 | 新進 |
| Tranquilli Financial Advisor LLC | 5,630 | $30.0 萬 | 0.16% | +130+2.4% | 加碼 |
| Merit Financial Group, LLC | 5,645 | $30.1 萬 | 0.00% | +1,165+26.0% | 加碼 |
| Transcend Wealth Collective, LLC | 5,650 | $30.1 萬 | 0.02% | −2,640−31.8% | 減碼 |
| Captrust Financial Advisors | 5,863 | $31.2 萬 | 0.00% | +717+13.9% | 加碼 |
| Baird Financial Group, Inc. | 5,875 | $31.3 萬 | 0.00% | −2,654−31.1% | 減碼 |
| Tradewinds, LLC. | 10,918 | $31.7 萬 | 0.07% | +10,918 | 新進 |
| AlphaGrep UK Ltd | 6,028 | $32.1 萬 | 0.10% | +6,028 | 新進 |
| Mayflower Financial Advisors, LLC | 6,095 | $32.5 萬 | 0.03% | −103−1.7% | 減碼 |
| Revisor Wealth Management LLC | 6,228 | $33.2 萬 | 0.08% | +196+3.2% | 加碼 |
| ASR Vermogensbeheer N.V. | 6,253 | $33.3 萬 | 0.00% | +6,253 | 新進 |
| Group One Trading, L.P. | 6,491 | $34.6 萬 | 0.01% | −2,614−28.7% | 減碼 |
| Cerity Partners LLC | 6,516 | $34.7 萬 | 0.00% | +523+8.7% | 加碼 |
| Blackstone Group Inc. | 6,611 | $35.2 萬 | 0.00% | +6,611 | 新進 |
| Harbor Investment Advisory, LLC | 6,800 | $36.2 萬 | 0.03% | −9,070−57.2% | 減碼 |
| Baldwin Investment Management, LLC | 6,800 | $36.2 萬 | 0.04% | −2,255−24.9% | 減碼 |
| Siemens Fonds Invest GmbH | 7,039 | $37.5 萬 | 0.02% | 00.0% | 不變 |
| NBC Securities, Inc. | 7,100 | $37.8 萬 | 0.03% | +1,195+20.2% | 加碼 |
| Meriwether Wealth & Planning, LLC | 7,306 | $38.9 萬 | 0.19% | −736−9.2% | 減碼 |
| Blueshift Asset Management, LLC | 7,342 | $39.1 萬 | 0.09% | +7,342 | 新進 |
| Perpetual Ltd | 7,462 | $39.8 萬 | 0.01% | 00.0% | 不變 |
| Rothschild Investment LLC | 7,481 | $39.9 萬 | 0.01% | +101+1.4% | 加碼 |
| Ieq Capital, LLC | 7,714 | $41.1 萬 | 0.00% | −2,390−23.7% | 減碼 |
| Private Advisor Group, LLC | 8,273 | $44.1 萬 | 0.00% | −315−3.7% | 減碼 |
| CenterBook Partners LP | 8,288 | $44.2 萬 | 0.02% | −11,051−57.1% | 減碼 |
| Unify Financial Advisors | 8,347 | $44.5 萬 | 0.41% | +820+10.9% | 加碼 |
| Prudential PLC | 8,666 | $46.2 萬 | 0.00% | 00.0% | 不變 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,775 | $46.8 萬 | 0.28% | +8,775 | 新進 |
| Banco Santander, S.A. | 8,859 | $47.2 萬 | 0.00% | +5,174+140.4% | 加碼 |
| Knoll Capital Management, LLC | 9,175 | $48.9 萬 | 0.23% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 9,400 | $50.1 萬 | 0.07% | −100−1.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 9,453 | $50.4 萬 | 0.00% | +1,962+26.2% | 加碼 |
| Riverwater Partners LLC | 9,884 | $52.7 萬 | 0.16% | −407−4.0% | 減碼 |
| Susquehanna Advisors Group, Inc. | 9,900 | $52.8 萬 | 0.01% | +9,900 | 新進 |
| Legacy Financial Advisors, Inc. | 9,994 | $53.3 萬 | 0.06% | −134−1.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 10,070 | $53.7 萬 | 0.00% | −3,243−24.4% | 減碼 |
| Vestcor Inc | 10,176 | $54.2 萬 | 0.01% | 00.0% | 不變 |
| Twin City Private Wealth, LLC | 10,189 | $54.3 萬 | 0.38% | +220+2.2% | 加碼 |
| Centiva Capital, LP | 10,245 | $54.6 萬 | 0.02% | +10,245 | 新進 |
| Keystone Financial Services | 11,021 | $58.7 萬 | 0.15% | +205+1.9% | 加碼 |
| GeoWealth Management, LLC | 11,415 | $60.8 萬 | 0.02% | +387+3.5% | 加碼 |
| Intech Investment Management LLC | 11,458 | $61.1 萬 | 0.01% | 00.0% | 不變 |
| Norman Fields, Gottscho Capital Management, LLC | 11,515 | $61.4 萬 | 0.19% | +475+4.3% | 加碼 |
| Patten Group, Inc. | 11,551 | $61.5 萬 | 0.10% | −3,113−21.2% | 減碼 |
| Crux Wealth Advisors | 11,668 | $62.2 萬 | 0.22% | −194−1.6% | 減碼 |
| Laurion Capital Management LP | 11,750 | $62.6 萬 | 0.05% | −4,250−26.6% | 減碼 |
| Atom Investors LP | 11,797 | $62.9 萬 | 0.06% | +11,797 | 新進 |
| Unique Wealth Strategies, LLC | 11,830 | $63.1 萬 | 0.23% | +30+0.3% | 加碼 |
| Pitcairn Wealth Advisors LLC | 12,074 | $64.4 萬 | 0.07% | +1,104+10.1% | 加碼 |
| Jones Financial Companies LLLP | 11,777 | $65.8 萬 | 0.00% | +3,273+38.5% | 加碼 |
| Voya Financial Advisors, Inc. | 12,400 | $65.9 萬 | 0.06% | +5,930+91.7% | 加碼 |
| Adalta Capital Management LLC | 12,380 | $66.0 萬 | 0.29% | −200−1.6% | 減碼 |
| Macquarie Group Ltd | 12,647 | $67.4 萬 | 0.00% | −2,306−15.4% | 減碼 |
| XML Financial, LLC | 13,309 | $70.9 萬 | 0.05% | +3,420+34.6% | 加碼 |
| LSV Asset Management | 13,400 | $71.4 萬 | 0.00% | +13,400 | 新進 |
| Chicago Trust Co NA | 13,436 | $71.6 萬 | 0.10% | +2,793+26.2% | 加碼 |
| O'Brien Greene & Co. Inc | 13,711 | $73.1 萬 | 0.20% | 00.0% | 不變 |
| Atria Investments LLC | 13,739 | $73.2 萬 | 0.01% | +4,073+42.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 13,956 | $74.4 萬 | 0.00% | +7,693+122.8% | 加碼 |
| Farther Finance Advisors, LLC | 13,963 | $74.4 萬 | 0.01% | +13,695+5,110.1% | 加碼 |
| Icon Wealth Advisors, LLC | 13,980 | $74.5 萬 | 0.04% | −85−0.6% | 減碼 |
| Manhattan West Asset Management, LLC | 14,013 | $74.7 萬 | 0.12% | +77+0.6% | 加碼 |
| Vident Advisory, LLC | 14,046 | $74.9 萬 | 0.01% | +5,268+60.0% | 加碼 |
| Groupama Asset Managment | 17,552 | $75.1 萬 | 0.01% | +498+2.9% | 加碼 |
| CIBC World Markets Inc. | 14,173 | $75.5 萬 | 0.00% | +6,157+76.8% | 加碼 |
| Toroso Investments, LLC | 14,199 | $75.7 萬 | 0.00% | −15,270−51.8% | 減碼 |
| Graham Capital Management, L.P. | 14,291 | $76.2 萬 | 0.02% | −15,570−52.1% | 減碼 |
| Argos Wealth Advisors, LLC | 14,400 | $76.8 萬 | 0.20% | 00.0% | 不變 |
| Principal Securities, Inc. | 14,480 | $77.2 萬 | 0.01% | +619+4.5% | 加碼 |
| Camelot Portfolios, LLC | 15,302 | $81.6 萬 | 0.58% | −16−0.1% | 減碼 |
| Worldquant Millennium Advisors LLC | 15,356 | $81.8 萬 | 0.00% | +15,356 | 新進 |
| Lombard Odier Asset Management (USA) Corp | 16,189 | $86.3 萬 | 0.77% | −3,983−19.7% | 減碼 |
| Mercer Global Advisors Inc | 16,358 | $87.2 萬 | 0.00% | +533+3.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 16,423 | $87.5 萬 | 0.00% | −4,455−21.3% | 減碼 |
| Meixler Investment Management, Ltd. | 16,496 | $87.9 萬 | 0.49% | −99−0.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 16,517 | $88.0 萬 | 0.01% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,720 | $89.1 萬 | 0.00% | −1,273−7.1% | 減碼 |
| Optiver Holding B.V. | 16,759 | $89.3 萬 | 0.01% | +16,759 | 新進 |
| AQR Capital Management LLC | 16,859 | $89.7 萬 | 0.00% | +8,246+95.7% | 加碼 |
| Argent Trust Co | 16,861 | $89.9 萬 | 0.03% | −2,972−15.0% | 減碼 |
| Sanctuary Advisors, LLC | 16,897 | $90.1 萬 | 0.00% | −60.0% | 減碼 |
| RSM US Wealth Management LLC | 17,007 | $90.6 萬 | 0.01% | −221−1.3% | 減碼 |
| Grove Bank & Trust | 17,124 | $91.3 萬 | 0.09% | +906+5.6% | 加碼 |
| First Trust Advisors LP | 17,667 | $93.7 萬 | 0.00% | −276,748−94.0% | 減碼 |