Amphenol Corp
APH- 交易所
- NYSE
- 產業
- Electronic Connectors
- SEC CIK
- 0000820313
近 90 天，Amphenol Corp 內部人申報 0 筆公開市場買進、4 筆賣出；2026 年第 2 季末有 2,340 家機構在 13F 申報持有，市值合計 $2,051 億；韋茲投資管理和Maverick 資本兩位大師持有。
2023 年第 2 季 13F 持有人
Amphenol Corp 在 2023/6/30 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
- 983
- 較 2023 年第 1 季 +9 家
- 持有股數
- 5.70 億
- 較 2023 年第 1 季 −823.2 萬 (−1.4%)
- 總市值
- $484.1 億
- 較 2023 年第 1 季 +$17.9 億 (+3.8%)
- 新進機構
- 84
- 另有 338 家加碼
- 清倉機構
- 75
- 另有 389 家減碼
另有 6 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 APH 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 | 2,340 | $2,051 億 |
| 2026 年第 1 季 | 2,136 | $1,454 億 |
| 2025 年第 4 季 | 2,059 | $1,568 億 |
| 2025 年第 3 季 | 1,829 | $1,410 億 |
| 2025 年第 2 季 | 1,648 | $1,147 億 |
| 2025 年第 1 季 | 1,427 | $755.5 億 |
| 2024 年第 4 季 | 1,407 | $795.5 億 |
| 2024 年第 3 季 | 1,295 | $737.9 億 |
| 2024 年第 2 季 | 1,298 | $770.5 億 |
| 2024 年第 1 季 | 1,157 | $667.1 億 |
| 2023 年第 4 季 | 1,085 | $578.1 億 |
| 2023 年第 3 季 | 1,010 | $476.7 億 |
| 2023 年第 2 季 | 983 | $484.1 億 |
| 2023 年第 1 季 | 980 | $466.2 億 |
| 2022 年第 4 季 | 951 | $433.1 億 |
| 2022 年第 3 季 | 911 | $381.1 億 |
| 2022 年第 2 季 | 898 | $362.3 億 |
| 2022 年第 1 季 | 896 | $426.9 億 |
| 2021 年第 4 季 | 892 | $501.7 億 |
| 2021 年第 3 季 | 839 | $420.1 億 |
| 2021 年第 2 季 | 821 | $389.0 億 |
| 2021 年第 1 季 | 810 | $373.3 億 |
2023 年第 2 季持有機構
每家機構持有 Amphenol Corp 的股數、市值與佔組合比重；股數變化跟 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Marsico Capital Management LLC | 206,949 | $1,758 萬 | 0.70% | 00.0% | 不變 |
| South Street Advisors LLC | 208,413 | $1,770 萬 | 3.51% | −17,778−7.9% | 減碼 |
| Teacher Retirement System of Texas | 211,314 | $1,795 萬 | 0.12% | +19,249+10.0% | 加碼 |
| Farmers & Merchants Investments Inc | 211,636 | $1,798 萬 | 0.68% | +132+0.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 215,082 | $1,827 萬 | 0.22% | −46,100−17.7% | 減碼 |
| Roffman Miller Associates Inc | 215,908 | $1,834 萬 | 1.38% | +11,275+5.5% | 加碼 |
| North Point Portfolio Managers Corp | 217,225 | $1,845 萬 | 3.66% | −59,764−21.6% | 減碼 |
| AXA S.A. | 219,180 | $1,862 萬 | 0.06% | −49,761−18.5% | 減碼 |
| Dudley & Shanley, Inc. | 222,900 | $1,894 萬 | 3.42% | 00.0% | 不變 |
| SEI Investments Co | 225,858 | $1,919 萬 | 0.03% | −79,526−26.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 228,184 | $1,938 萬 | 0.19% | +171,516+302.7% | 加碼 |
| ING Groep NV | 230,433 | $1,958 萬 | 0.15% | +122,001+112.5% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 232,465 | $1,975 萬 | 0.41% | +74,583+47.2% | 加碼 |
| JLB & Associates Inc | 234,670 | $1,994 萬 | 2.84% | −1,712−0.7% | 減碼 |
| Creative Planning | 236,224 | $2,007 萬 | 0.03% | +9,111+4.0% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 245,286 | $2,084 萬 | 1.37% | +685+0.3% | 加碼 |
| Raymond James & Associates | 249,533 | $2,120 萬 | 0.02% | −9,633−3.7% | 減碼 |
| Asset Management One Co.,Ltd. | 257,750 | $2,190 萬 | 0.09% | +10,513+4.3% | 加碼 |
| Crestwood Advisors Group LLC | 259,534 | $2,205 萬 | 0.69% | −70,453−21.4% | 減碼 |
| Treasurer of the State of North Carolina | 263,143 | $2,235 萬 | 0.12% | −4,157−1.6% | 減碼 |
| Nisa Investment Advisors, LLC | 270,375 | $2,297 萬 | 0.17% | −1,444−0.5% | 減碼 |
| Confluence Investment Management LLC | 274,549 | $2,332 萬 | 0.34% | +3,576+1.3% | 加碼 |
| Canada Pension Plan Investment Board | 275,449 | $2,340 萬 | 0.04% | +152,701+124.4% | 加碼 |
| Pictet Asset Management SA | 278,961 | $2,370 萬 | 0.03% | +32,954+13.4% | 加碼 |
| Howland Capital Management LLC | 279,979 | $2,384 萬 | 1.37% | +11,080+4.1% | 加碼 |
| Royal London Asset Management Ltd | 281,181 | $2,388 萬 | 0.08% | +65,472+30.4% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 283,628 | $2,409 萬 | 0.22% | −14,600−4.9% | 減碼 |
| M&T Bank Corp | 286,195 | $2,431 萬 | 0.09% | −18,859−6.2% | 減碼 |
| Foster Dykema Cabot & Co Inc | 291,761 | $2,479 萬 | 2.92% | +1,195+0.4% | 加碼 |
| Birch Hill Investment Advisors LLC | 295,322 | $2,509 萬 | 1.44% | +146,960+99.1% | 加碼 |
| Storebrand Asset Management AS | 302,110 | $2,566 萬 | 0.12% | +40,460+15.5% | 加碼 |
| Public Employees Retirement System of Ohio | 303,633 | $2,579 萬 | 0.10% | −31,924−9.5% | 減碼 |
| Nissay Asset Management Corp | 305,133 | $2,592 萬 | 0.22% | −28,116−8.4% | 減碼 |
| Schroder Investment Management Group | 305,430 | $2,595 萬 | 0.04% | +6,700+2.2% | 加碼 |
| State of Michigan Retirement System | 305,837 | $2,598 萬 | 0.16% | +9,600+3.2% | 加碼 |
| Voya Investment Management LLC | 309,632 | $2,630 萬 | 0.03% | −23,928−7.2% | 減碼 |
| Covea Finance | 314,240 | $2,670 萬 | 1.46% | −14,141−4.3% | 減碼 |
| Ensign Peak Advisors, Inc | 318,556 | $2,706 萬 | 0.05% | +47,100+17.4% | 加碼 |
| Guinness Asset Management LTD | 322,031 | $2,736 萬 | 0.63% | +21,330+7.1% | 加碼 |
| NZS Capital, LLC | 329,901 | $2,803 萬 | 1.40% | +10,780+3.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 341,564 | $2,902 萬 | 0.10% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 342,768 | $2,912 萬 | 0.11% | −3,064−0.9% | 減碼 |
| Logan Capital Management Inc | 342,955 | $2,913 萬 | 1.40% | −28,799−7.7% | 減碼 |
| Great West Life Assurance Co | 342,858 | $2,925 萬 | 0.07% | +26,665+8.4% | 加碼 |
| Sandhill Capital Partners LLC | 367,237 | $3,120 萬 | 2.84% | +3,889+1.1% | 加碼 |
| Mercer Global Advisors Inc | 367,794 | $3,124 萬 | 0.12% | +29,374+8.7% | 加碼 |
| AQR Capital Management LLC | 372,458 | $3,132 萬 | 0.07% | +20,727+5.9% | 加碼 |
| Renaissance Group LLC | 385,188 | $3,272 萬 | 1.41% | −674−0.2% | 減碼 |
| Toronto Dominion Bank | 389,217 | $3,304 萬 | 0.05% | +42,713+12.3% | 加碼 |
| KBC Group NV | 390,664 | $3,319 萬 | 0.14% | −121,771−23.8% | 減碼 |
| US Bancorp | 394,679 | $3,353 萬 | 0.05% | −30,721−7.2% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 396,674 | $3,370 萬 | 1.46% | +127,989+47.6% | 加碼 |
| Dundas Partners LLP | 397,507 | $3,377 萬 | 3.18% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 402,635 | $3,420 萬 | 1.24% | −942−0.2% | 減碼 |
| Palisade Capital Management LLC | 409,682 | $3,480 萬 | 0.93% | −18,836−4.4% | 減碼 |
| Russell Investments Group, Ltd. | 413,544 | $3,512 萬 | 0.07% | −13,095−3.1% | 減碼 |
| Fiera Capital Corp | 419,802 | $3,566 萬 | 0.10% | +27,179+6.9% | 加碼 |
| Frontier Capital Management Co LLC | 424,905 | $3,610 萬 | 0.35% | −12,742−2.9% | 減碼 |
| Jennison Associates LLC | 439,838 | $3,736 萬 | 0.03% | −92,567−17.4% | 減碼 |
| Geneva Capital Management LLC | 446,536 | $3,793 萬 | 0.75% | −29,069−6.1% | 減碼 |
| Natixis Advisors, L.P. | 452,194 | $3,841 萬 | 0.12% | −79,213−14.9% | 減碼 |
| Thrivent Financial for Lutherans | 453,667 | $3,854 萬 | 0.09% | +81,791+22.0% | 加碼 |
| Bradley Foster & Sargent Inc | 475,606 | $4,040 萬 | 0.85% | +36,767+8.4% | 加碼 |
| Cookson Peirce & Co Inc | 488,483 | $4,150 萬 | 2.53% | +7,686+1.6% | 加碼 |
| Gillespie Robinson & Grimm Inc | 491,326 | $4,174 萬 | 3.87% | −21,033−4.1% | 減碼 |
| State of Tennessee, Treasury Department | 491,610 | $4,176 萬 | 0.17% | +49,304+11.1% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 493,778 | $4,195 萬 | 0.04% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 496,401 | $4,217 萬 | 0.09% | +347,089+232.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 500,880 | $4,255 萬 | 0.10% | +18,653+3.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 502,133 | $4,266 萬 | 0.58% | −6,560−1.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 519,491 | $4,413 萬 | 0.07% | +153,891+42.1% | 加碼 |
| Citigroup Inc | 525,069 | $4,460 萬 | 0.06% | −256,221−32.8% | 減碼 |
| Prudential Financial Inc | 526,346 | $4,471 萬 | 0.07% | −96,256−15.5% | 減碼 |
| Alta Capital Management LLC | 537,660 | $4,567 萬 | 3.14% | −14,572−2.6% | 減碼 |
| Country Trust Bank | 541,883 | $4,603 萬 | 1.25% | +45,694+9.2% | 加碼 |
| New York State Teachers Retirement System | 564,539 | $4,796 萬 | 0.11% | −36,564−6.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 593,947 | $4,965 萬 | 0.11% | +95,167+19.1% | 加碼 |
| Lazard Freres Gestion S.A.S. | 616,536 | $5,007 萬 | 1.54% | +14,646+2.4% | 加碼 |
| Qube Research & Technologies Ltd | 595,390 | $5,058 萬 | 0.20% | +302,571+103.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 596,349 | $5,066 萬 | 0.06% | +342,827+135.2% | 加碼 |
| Pinebridge Investments, L.P. | 616,355 | $5,236 萬 | 0.56% | −30,193−4.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 621,479 | $5,279 萬 | 0.04% | −58,075−8.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 663,296 | $5,635 萬 | 0.11% | +303,772+84.5% | 加碼 |
| Norinchukin Bank, The | 668,755 | $5,681 萬 | 0.95% | +20,177+3.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 672,109 | $5,710 萬 | 0.13% | −17,136−2.5% | 減碼 |
| Port Capital LLC | 672,311 | $5,711 萬 | 3.44% | −34,050−4.8% | 減碼 |
| Ardevora Asset Management LLP | 676,313 | $5,745 萬 | 1.39% | −299,065−30.7% | 減碼 |
| Compass Capital Management, Inc | 681,469 | $5,789 萬 | 4.17% | +6,187+0.9% | 加碼 |
| Mar Vista Investment Partners LLC | 684,077 | $5,811 萬 | 2.43% | −34,502−4.8% | 減碼 |
| Tandem Investment Advisors, Inc. | 749,621 | $6,368 萬 | 2.80% | +137,559+22.5% | 加碼 |
| Madison Asset Management, LLC | 752,591 | $6,393 萬 | 0.93% | −2,156−0.3% | 減碼 |
| Principal Financial Group Inc | 792,002 | $6,728 萬 | 0.05% | −12,032−1.5% | 減碼 |
| State of Wisconsin Investment Board | 794,357 | $6,748 萬 | 0.19% | −40,973−4.9% | 減碼 |
| Janus Henderson Group PLC | 796,116 | $6,763 萬 | 0.04% | +132,107+19.9% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 813,390 | $6,910 萬 | 4.61% | −4,195−0.5% | 減碼 |
| Davis R M Inc | 824,264 | $7,002 萬 | 1.68% | −10,474−1.3% | 減碼 |
| Voloridge Investment Management, LLC | 831,726 | $7,066 萬 | 0.33% | +157,171+23.3% | 加碼 |
| APG Asset Management N.V. | 922,881 | $7,186 萬 | 0.14% | −15,814−1.7% | 減碼 |
| Bank of Montreal | 875,521 | $7,456 萬 | 0.05% | −206,537−19.1% | 減碼 |
| Pensioenfonds Rail & Ov | 905,952 | $7,696 萬 | 2.87% | 00.0% | 不變 |