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。
2024 年第 1 季 13F 持有人
Amphenol Corp 在 2024/3/31 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
- 1,157
- 較 2023 年第 4 季 +86 家
- 持有股數
- 5.79 億
- 較 2023 年第 4 季 −447.6 萬 (−0.8%)
- 總市值
- $667.1 億
- 較 2023 年第 4 季 +$89.3 億 (+15.5%)
- 新進機構
- 143
- 另有 404 家加碼
- 清倉機構
- 57
- 另有 436 家減碼
另有 14 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 303,902 | $3,506 萬 | 1.71% | −4,950−1.6% | 減碼 |
| State of Michigan Retirement System | 304,537 | $3,513 萬 | 0.19% | +500+0.2% | 加碼 |
| Nissay Asset Management Corp | 306,756 | $3,538 萬 | 0.25% | −6,400−2.0% | 減碼 |
| Royal London Asset Management Ltd | 309,489 | $3,570 萬 | 0.09% | +1,088+0.4% | 加碼 |
| Jennison Associates LLC | 312,468 | $3,604 萬 | 0.02% | −17,438−5.3% | 減碼 |
| Renaissance Group LLC | 317,245 | $3,659 萬 | 1.38% | −50,703−13.8% | 減碼 |
| Storebrand Asset Management AS | 328,102 | $3,785 萬 | 0.13% | +19,970+6.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 328,531 | $3,790 萬 | 0.11% | 00.0% | 不變 |
| Palisade Capital Management LLC | 332,151 | $3,831 萬 | 1.01% | −50,979−13.3% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 332,574 | $3,836 萬 | 0.13% | −1,940−0.6% | 減碼 |
| Holocene Advisors, LP | 338,109 | $3,900 萬 | 0.14% | −130,328−27.8% | 減碼 |
| Howland Capital Management LLC | 351,406 | $4,061 萬 | 1.96% | −16,388−4.5% | 減碼 |
| Great West Life Assurance Co | 359,579 | $4,151 萬 | 0.08% | +15,656+4.6% | 加碼 |
| KBC Group NV | 363,734 | $4,196 萬 | 0.13% | −7,423−2.0% | 減碼 |
| Agf Management Ltd | 366,758 | $4,231 萬 | 0.23% | +74,631+25.5% | 加碼 |
| Sandhill Capital Partners LLC | 369,901 | $4,267 萬 | 3.41% | −1,707−0.5% | 減碼 |
| QRG Capital Management, Inc. | 371,426 | $4,284 萬 | 0.54% | −94,279−20.2% | 減碼 |
| Guinness Asset Management LTD | 375,513 | $4,332 萬 | 0.90% | +31,736+9.2% | 加碼 |
| US Bancorp | 377,997 | $4,360 萬 | 0.06% | −2,573−0.7% | 減碼 |
| Frontier Capital Management Co LLC | 386,612 | $4,460 萬 | 0.42% | +22,661+6.2% | 加碼 |
| Schroder Investment Management Group | 386,894 | $4,463 萬 | 0.05% | +20,213+5.5% | 加碼 |
| Boston Financial Mangement LLC | 388,612 | $4,483 萬 | 1.43% | +1,599+0.4% | 加碼 |
| J. Stern & Co. LLP | 393,689 | $4,541 萬 | 5.74% | +75,678+23.8% | 加碼 |
| Toronto Dominion Bank | 395,404 | $4,561 萬 | 0.07% | +433+0.1% | 加碼 |
| Dundas Partners LLP | 397,507 | $4,585 萬 | 3.61% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 402,659 | $4,645 萬 | 0.10% | −12,913−3.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 402,854 | $4,647 萬 | 0.04% | −176,934−30.5% | 減碼 |
| Geneva Capital Management LLC | 406,842 | $4,693 萬 | 0.83% | −9,555−2.3% | 減碼 |
| Pensioenfonds Rail & Ov | 408,996 | $4,718 萬 | 3.42% | −190,023−31.7% | 減碼 |
| Thrivent Financial for Lutherans | 410,497 | $4,735 萬 | 0.10% | −23,279−5.4% | 減碼 |
| Russell Investments Group, Ltd. | 412,038 | $4,753 萬 | 0.07% | +7,183+1.8% | 加碼 |
| Norinchukin Bank, The | 418,751 | $4,830 萬 | 1.45% | −20,006−4.6% | 減碼 |
| Fiera Capital Corp | 423,355 | $4,883 萬 | 0.14% | −45,418−9.7% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 424,867 | $4,901 萬 | 2.20% | +124,724+41.6% | 加碼 |
| DnB Asset Management AS | 428,008 | $4,937 萬 | 0.26% | −210,748−33.0% | 減碼 |
| Polar Capital Holdings Plc | 430,945 | $4,971 萬 | 0.30% | +430,945 | 新進 |
| Ensign Peak Advisors, Inc | 435,156 | $5,020 萬 | 0.09% | −21,828−4.8% | 減碼 |
| Cartenna Capital, LP | 440,000 | $5,075 萬 | 4.77% | +390,000+780.0% | 加碼 |
| Oribel Capital Management, LP | 442,000 | $5,098 萬 | 5.85% | +442,000 | 新進 |
| Point72 Asset Management, L.P. | 442,300 | $5,102 萬 | 0.15% | +442,300 | 新進 |
| Williams Jones Wealth Management, LLC. | 442,802 | $5,108 萬 | 0.65% | +63,568+16.8% | 加碼 |
| Atalan Capital Partners, LP | 450,000 | $5,191 萬 | 4.29% | 00.0% | 不變 |
| Gillespie Robinson & Grimm Inc | 464,604 | $5,359 萬 | 4.44% | −12,553−2.6% | 減碼 |
| Country Trust Bank | 466,978 | $5,387 萬 | 1.40% | +2,895+0.6% | 加碼 |
| Cookson Peirce & Co Inc | 476,037 | $5,491 萬 | 2.93% | −2,902−0.6% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 482,986 | $5,571 萬 | 0.61% | −7,693−1.6% | 減碼 |
| Prudential Financial Inc | 484,883 | $5,593 萬 | 0.08% | +55,111+12.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 689,245 | $5,633 萬 | 0.13% | +41,599+6.4% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 493,778 | $5,696 萬 | 0.05% | 00.0% | 不變 |
| Alta Capital Management LLC | 494,324 | $5,702 萬 | 3.52% | −24,063−4.6% | 減碼 |
| Citigroup Inc | 498,587 | $5,751 萬 | 0.06% | −8,969−1.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 498,893 | $5,754 萬 | 0.13% | −14,005−2.7% | 減碼 |
| LMR Partners LLP | 498,987 | $5,756 萬 | 1.47% | +438,986+731.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 507,070 | $5,849 萬 | 0.46% | +403,093+387.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 509,751 | $5,880 萬 | 0.07% | +96,739+23.4% | 加碼 |
| Bradley Foster & Sargent Inc | 511,576 | $5,901 萬 | 1.06% | +868+0.2% | 加碼 |
| New York State Teachers Retirement System | 515,552 | $5,947 萬 | 0.12% | −15,306−2.9% | 減碼 |
| Millennium Management LLC | 564,129 | $6,507 萬 | 0.06% | +454,220+413.3% | 加碼 |
| Compass Capital Management, Inc | 575,058 | $6,633 萬 | 4.28% | −45,509−7.3% | 減碼 |
| American Century Companies Inc | 575,569 | $6,639 萬 | 0.04% | +201,545+53.9% | 加碼 |
| Mar Vista Investment Partners LLC | 580,418 | $6,695 萬 | 2.92% | −27,572−4.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 588,410 | $6,787 萬 | 0.13% | +15,409+2.7% | 加碼 |
| Resona Asset Management Co.,Ltd. | 598,197 | $6,900 萬 | 0.41% | +598,197 | 新進 |
| Lazard Freres Gestion S.A.S. | 624,829 | $6,930 萬 | 1.72% | −1,821−0.3% | 減碼 |
| Tandem Investment Advisors, Inc. | 609,656 | $7,032 萬 | 2.72% | −167,316−21.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 613,427 | $7,076 萬 | 0.05% | −10,203−1.6% | 減碼 |
| Maren Capital LLC | 626,560 | $7,227 萬 | 6.96% | +14,612+2.4% | 加碼 |
| Port Capital LLC | 664,637 | $7,667 萬 | 3.84% | −5,414−0.8% | 減碼 |
| Balyasny Asset Management LLC | 682,698 | $7,875 萬 | 0.20% | +669,715+5,158.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 718,607 | $8,289 萬 | 0.13% | +13,610+1.9% | 加碼 |
| Natixis Advisors, L.P. | 772,874 | $8,915 萬 | 0.20% | +200,822+35.1% | 加碼 |
| Davis R M Inc | 780,439 | $9,002 萬 | 1.88% | +12,153+1.6% | 加碼 |
| Principal Financial Group Inc | 784,256 | $9,046 萬 | 0.05% | +3,835+0.5% | 加碼 |
| New York State Common Retirement Fund | 793,586 | $9,154 萬 | 0.12% | −134,700−14.5% | 減碼 |
| TimesSquare Capital Management, LLC | 802,304 | $9,255 萬 | 1.35% | −37,015−4.4% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 812,441 | $9,372 萬 | 5.24% | −2,661−0.3% | 減碼 |
| Janus Henderson Group PLC | 817,170 | $9,426 萬 | 0.05% | +3,090+0.4% | 加碼 |
| State of Wisconsin Investment Board | 817,351 | $9,428 萬 | 0.25% | −43,694−5.1% | 減碼 |
| NZS Capital, LLC | 818,216 | $9,438 萬 | 3.92% | +151,575+22.7% | 加碼 |
| Johnson Investment Counsel Inc | 866,547 | $9,996 萬 | 1.09% | −20,423−2.3% | 減碼 |
| Madison Asset Management, LLC | 891,055 | $1.03 億 | 1.26% | +86,301+10.7% | 加碼 |
| Snyder Capital Management L P | 920,454 | $1.06 億 | 2.27% | −54,746−5.6% | 減碼 |
| Credit Suisse AG | 928,562 | $1.07 億 | 0.10% | −38,288−4.0% | 減碼 |
| Bamco Inc | 935,817 | $1.08 億 | 0.29% | −70,381−7.0% | 減碼 |
| Epoch Investment Partners, Inc. | 936,048 | $1.08 億 | 0.48% | +255,065+37.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 961,671 | $1.11 億 | 0.48% | −16,459−1.7% | 減碼 |
| California State Teachers Retirement System | 963,159 | $1.11 億 | 0.14% | +13,246+1.4% | 加碼 |
| Keybank National Association | 968,631 | $1.12 億 | 0.46% | +4,824+0.5% | 加碼 |
| Wellington Management Group LLP | 985,329 | $1.14 億 | 0.02% | −30,989−3.0% | 減碼 |
| APG Asset Management N.V. | 1,084,217 | $1.16 億 | 0.20% | −30,489−2.7% | 減碼 |
| Swedbank AB | 1,050,126 | $1.21 億 | 0.17% | +250,000+31.2% | 加碼 |
| James Hambro & Partners | 1,052,023 | $1.21 億 | 5.68% | +4,283+0.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,069,919 | $1.23 億 | 0.23% | +70,517+7.1% | 加碼 |
| National Bank of Canada | 983,144 | $1.25 億 | 0.22% | +747,677+317.5% | 加碼 |
| Glenmede Trust Co NA | 1,089,185 | $1.26 億 | 0.63% | −205,921−15.9% | 減碼 |
| Fenimore Asset Management Inc | 1,166,087 | $1.35 億 | 2.84% | +5,646+0.5% | 加碼 |
| Ameriprise Financial Inc | 1,291,315 | $1.43 億 | 0.04% | −213,769−14.2% | 減碼 |
| Rhumbline Advisers | 1,309,719 | $1.51 億 | 0.15% | +11,121+0.9% | 加碼 |
| National Pension Service | 1,330,923 | $1.54 億 | 0.18% | +24,758+1.9% | 加碼 |
| HSBC Holdings PLC | 1,411,008 | $1.63 億 | 0.12% | +346,693+32.6% | 加碼 |