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 +1,714 萬 (+7.1%)
- 總市值
- $738.8 億
- 較 2026 年第 1 季 +$605.3 億 (+453.3%)
- 新進機構
- 73
- 另有 216 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 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 644,755 | $3,437 萬 | 0.01% | +450,683+232.2% | 加碼 |
| Citadel Advisors LLC | 650,788 | $3,469 萬 | 0.02% | −28,201−4.2% | 減碼 |
| Citigroup Inc | 669,535 | $3,554 萬 | 0.02% | −1,555,390−69.9% | 減碼 |
| CapitalatWork S.A. | 760,320 | $4,053 萬 | 1.02% | +173,820+29.6% | 加碼 |
| Marshall Wace, LLP | 766,056 | $4,066 萬 | 0.03% | −782,480−50.5% | 減碼 |
| Franklin Resources Inc | 787,200 | $4,195 萬 | 0.01% | +173,970+28.4% | 加碼 |
| FIL Ltd | 789,588 | $4,207 萬 | 0.03% | −923,302−53.9% | 減碼 |
| Russell Investments Group, Ltd. | 818,945 | $4,362 萬 | 0.04% | +141,404+20.9% | 加碼 |
| Canada Pension Plan Investment Board | 838,842 | $4,471 萬 | 0.02% | +70,219+9.1% | 加碼 |
| Cooperman Leon G | 880,000 | $4,690 萬 | 1.32% | 00.0% | 不變 |
| Lakewood Capital Management, LP | 888,200 | $4,734 萬 | 2.45% | +74,000+9.1% | 加碼 |
| Qube Research & Technologies Ltd | 937,749 | $4,997 萬 | 0.06% | +454,811+94.2% | 加碼 |
| SIH Partners, LLLP | 953,629 | $5,083 萬 | 2.12% | −390,841−29.1% | 減碼 |
| DJE Kapital AG | 1,033,258 | $5,513 萬 | 1.04% | −79,778−7.2% | 減碼 |
| Shapiro Capital Management LLC | 1,035,270 | $5,518 萬 | 3.34% | +77,485+8.1% | 加碼 |
| Cambiar Investors LLC | 1,060,745 | $5,654 萬 | 2.45% | +4,538+0.4% | 加碼 |
| Renaissance Technologies LLC | 1,085,000 | $5,783 萬 | 0.08% | −871,600−44.5% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,110,994 | $5,919 萬 | 0.09% | +71,948+6.9% | 加碼 |
| Morgan Stanley | 1,200,250 | $6,397 萬 | 0.00% | +219,144+22.3% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 1,202,793 | $6,411 萬 | 0.57% | −70,125−5.5% | 減碼 |
| Thrivent Financial for Lutherans | 1,233,717 | $6,576 萬 | 0.11% | +1,219,989+8,886.9% | 加碼 |
| Permian Investment Partners, LP | 1,313,663 | $7,002 萬 | 7.94% | +363,643+38.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,388,033 | $7,397 萬 | 0.06% | +662,518+91.3% | 加碼 |
| Swiss National Bank | 1,403,974 | $7,483 萬 | 0.04% | −56,900−3.9% | 減碼 |
| Vanguard Portfolio Management LLC | 1,460,583 | $7,785 萬 | 0.00% | +39,683+2.8% | 加碼 |
| National Pension Service | 1,493,022 | $7,958 萬 | 0.05% | +103,962+7.5% | 加碼 |
| Jane Street Group, LLC | 1,524,097 | $8,123 萬 | 0.05% | −719,009−32.1% | 減碼 |
| Gates Capital Management, Inc. | 1,580,748 | $8,425 萬 | 2.77% | −831,785−34.5% | 減碼 |
| 1832 Asset Management L.P. | 1,643,010 | $8,757 萬 | 0.11% | +242,890+17.3% | 加碼 |
| Dimensional Fund Advisors LP | 1,664,210 | $8,870 萬 | 0.02% | +1,664,210 | 新進 |
| Charles Schwab Investment Management Inc | 1,702,366 | $9,074 萬 | 0.01% | +14,733+0.9% | 加碼 |
| Locust Wood Capital Advisers, LLC | 1,891,215 | $1.01 億 | 2.44% | +1,891,215 | 新進 |
| Northern Trust Corp | 1,894,040 | $1.01 億 | 0.01% | +105,946+5.9% | 加碼 |
| Legal & General Group Plc | 1,927,503 | $1.02 億 | 0.02% | −739,805−27.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,932,424 | $1.03 億 | 0.27% | −107,923−5.3% | 減碼 |
| Vanguard Asset Management, Ltd | 1,957,406 | $1.03 億 | 0.07% | +116,380+6.3% | 加碼 |
| Bank of America Corp | 1,982,688 | $1.06 億 | 0.01% | +224,419+12.8% | 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 |
| Goldman Sachs Group Inc | 2,340,155 | $1.25 億 | 0.01% | +743,120+46.5% | 加碼 |
| Wellington Management Group LLP | 2,706,621 | $1.44 億 | 0.02% | −4,005,056−59.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 3,062,884 | $1.62 億 | 0.25% | −1,710,057−35.8% | 減碼 |
| First Manhattan Co | 3,144,788 | $1.68 億 | 0.43% | −793,091−20.1% | 減碼 |
| First Pacific Advisors, LP | 3,177,325 | $1.69 億 | 2.09% | +30,942+1.0% | 加碼 |
| River Road Asset Management, LLC | 3,331,674 | $1.78 億 | 1.98% | +1,088,211+48.5% | 加碼 |
| Barclays PLC | 3,604,798 | $1.92 億 | 0.06% | +1,447,754+67.1% | 加碼 |
| FMR LLC | 3,797,502 | $2.01 億 | 0.01% | +220,914+6.2% | 加碼 |
| Deutsche Bank AG | 4,123,535 | $2.20 億 | 0.06% | +1,082,244+35.6% | 加碼 |
| American Century Companies Inc | 4,321,831 | $2.30 億 | 0.10% | +645,183+17.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 4,414,785 | $2.35 億 | 0.28% | +348,352+8.6% | 加碼 |
| Vontobel Holding Ltd. | 4,796,069 | $2.54 億 | 0.85% | +734,153+18.1% | 加碼 |
| Victory Capital Management Inc | 4,859,803 | $2.59 億 | 0.15% | +972,845+25.0% | 加碼 |
| JPMorgan Chase & Co | 5,233,171 | $2.78 億 | 0.02% | +1,413,822+37.0% | 加碼 |
| State Street Corp | 5,267,688 | $2.81 億 | 0.01% | +659,239+14.3% | 加碼 |
| Pictet Asset Management Holding SA | 5,872,638 | $3.12 億 | 0.30% | +655,873+12.6% | 加碼 |
| Geode Capital Management, LLC | 6,207,975 | $3.29 億 | 0.02% | −70,023−1.1% | 減碼 |
| Vanguard Fiduciary Trust Co | 7,345,718 | $3.89 億 | 0.09% | +230,980+3.2% | 加碼 |
| 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 |
| UBS Group AG | 8,258,907 | $4.40 億 | 0.07% | −2,670,859−24.4% | 減碼 |
| Invesco Ltd. | 8,592,108 | $4.58 億 | 0.04% | +7,959,909+1,259.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,847,973 | $5.76 億 | 1.10% | +166,786+1.6% | 加碼 |
| Norges Bank | 14,067,218 | $7.46 億 | 0.07% | +14,067,218 | 新進 |
| Harris Associates L P大師Oakmark（Harris Associates） | 13,990,945 | $7.46 億 | 0.99% | +2,646,178+23.3% | 加碼 |
| BlackRock, Inc. | 16,164,491 | $8.62 億 | 0.01% | +732,155+4.7% | 加碼 |
| Vanguard Capital Management LLC | 21,330,317 | $11.3 億 | 0.02% | +701,887+3.4% | 加碼 |
| Banque Cantonale Vaudoise | 1,137,414 | $602.6 億 | 8.35% | +195,942+20.8% | 加碼 |
| Slate Path Capital LP | 0 | $0 | 0.00% | −3,752,947−100.0% | 清倉 |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −502,099−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −482,620−100.0% | 清倉 |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −338,000−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −274,727−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −185,323−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −156,389−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −129,955−100.0% | 清倉 |
| Norwood Investment Partners, LP | 0 | $0 | 0.00% | −92,438−100.0% | 清倉 |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −92,133−100.0% | 清倉 |
| Soros Fund Management LLC大師索羅斯基金管理 | 0 | $0 | 0.00% | −88,889−100.0% | 清倉 |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −66,800−100.0% | 清倉 |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −66,000−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −62,964−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −62,827−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −56,322−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −54,058−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −52,970−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −50,010−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −40,045−100.0% | 清倉 |
| SaddleRock Capital Management LLC | 0 | $0 | 0.00% | −34,743−100.0% | 清倉 |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −34,526−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,289−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −28,276−100.0% | 清倉 |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −27,508−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −25,898−100.0% | 清倉 |
| Sandler Capital Management | 0 | $0 | 0.00% | −18,806−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −18,281−100.0% | 清倉 |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −17,068−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −16,231−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,027−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −7,188−100.0% | 清倉 |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −6,389−100.0% | 清倉 |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −5,344−100.0% | 清倉 |