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。
2025 年第 1 季 13F 持有人
Amphenol Corp 在 2025/3/31 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
- 1,427
- 較 2024 年第 4 季 +43 家
- 持有股數
- 11.5 億
- 較 2024 年第 4 季 +2,269 萬 (+2.0%)
- 總市值
- $755.5 億
- 較 2024 年第 4 季 −$29.5 億 (−3.8%)
- 新進機構
- 179
- 另有 604 家加碼
- 清倉機構
- 136
- 另有 470 家減碼
另有 23 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 353,008 | $2,315 萬 | 0.30% | +24,227+7.4% | 加碼 |
| Millennium Management LLC | 360,797 | $2,366 萬 | 0.02% | −1,549,218−81.1% | 減碼 |
| Arizona State Retirement System | 360,855 | $2,367 萬 | 0.15% | +13,756+4.0% | 加碼 |
| JLB & Associates Inc | 362,319 | $2,376 萬 | 3.31% | −10,891−2.9% | 減碼 |
| Resources Management Corp | 362,667 | $2,379 萬 | 3.35% | +900.0% | 加碼 |
| STRS Ohio | 362,771 | $2,379 萬 | 0.10% | −12,721−3.4% | 減碼 |
| Brown Advisory Inc | 367,947 | $2,413 萬 | 0.03% | +4,429+1.2% | 加碼 |
| Nomura Asset Management Co Ltd | 371,311 | $2,435 萬 | 0.07% | +18,011+5.1% | 加碼 |
| Dearborn Partners LLC | 376,279 | $2,468 萬 | 1.18% | −76,766−16.9% | 減碼 |
| Jane Street Group, LLC | 387,331 | $2,541 萬 | 0.05% | +186,679+93.0% | 加碼 |
| North Point Portfolio Managers Corp | 387,433 | $2,541 萬 | 4.46% | +499+0.1% | 加碼 |
| LMR Partners LLP | 390,129 | $2,559 萬 | 0.51% | −216,168−35.7% | 減碼 |
| Farmers & Merchants Investments Inc | 392,031 | $2,571 萬 | 0.82% | −21,554−5.2% | 減碼 |
| Factory Mutual Insurance Co | 393,634 | $2,582 萬 | 0.30% | +41,000+11.6% | 加碼 |
| Mar Vista Investment Partners LLC | 399,632 | $2,621 萬 | 2.15% | −180,811−31.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 407,098 | $2,670 萬 | 0.12% | −37,234−8.4% | 減碼 |
| Macquarie Group Ltd | 409,048 | $2,683 萬 | 0.03% | +158,189+63.1% | 加碼 |
| McDaniel Terry & Co | 409,459 | $2,686 萬 | 2.35% | −2,512−0.6% | 減碼 |
| KLP Kapitalforvaltning AS | 411,024 | $2,702 萬 | 0.13% | +4,800+1.2% | 加碼 |
| Unigestion Holding SA | 422,748 | $2,773 萬 | 1.63% | −50,050−10.6% | 減碼 |
| State of Michigan Retirement System | 433,574 | $2,844 萬 | 0.16% | +1,400+0.3% | 加碼 |
| Rockefeller Capital Management L.P. | 436,234 | $2,861 萬 | 0.07% | +141,247+47.9% | 加碼 |
| Dudley & Shanley, Inc. | 438,940 | $2,879 萬 | 4.53% | −100.0% | 減碼 |
| Storebrand Asset Management AS | 442,178 | $2,900 萬 | 0.09% | +21,464+5.1% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 443,356 | $2,908 萬 | 0.23% | −31,600−6.7% | 減碼 |
| Crestwood Advisors Group LLC | 444,367 | $2,915 萬 | 0.55% | −12,393−2.7% | 減碼 |
| Woodline Partners LP | 457,723 | $3,002 萬 | 0.20% | +453,210+10,042.3% | 加碼 |
| Nisa Investment Advisors, LLC | 474,402 | $3,119 萬 | 0.16% | −65,394−12.1% | 減碼 |
| Generate Investment Management Ltd | 477,972 | $3,135 萬 | 2.20% | +310,542+185.5% | 加碼 |
| Pinebridge Investments, L.P. | 485,767 | $3,186 萬 | 0.26% | +102,244+26.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 505,840 | $3,318 萬 | 0.04% | +25,703+5.4% | 加碼 |
| Roffman Miller Associates Inc | 517,141 | $3,392 萬 | 2.14% | +18,643+3.7% | 加碼 |
| Creative Planning | 518,864 | $3,403 萬 | 0.03% | +40,984+8.6% | 加碼 |
| Renaissance Group LLC | 519,647 | $3,408 萬 | 1.50% | −9,006−1.7% | 減碼 |
| KBC Group NV | 525,385 | $3,446 萬 | 0.11% | −46,996−8.2% | 減碼 |
| Asset Management One Co.,Ltd. | 531,709 | $3,487 萬 | 0.12% | +37,454+7.6% | 加碼 |
| Toronto Dominion Bank | 533,585 | $3,500 萬 | 0.09% | −151,034−22.1% | 減碼 |
| Treasurer of the State of North Carolina | 540,726 | $3,547 萬 | 0.14% | +7,250+1.4% | 加碼 |
| CI Private Wealth, LLC | 540,854 | $3,548 萬 | 0.06% | +155,254+40.3% | 加碼 |
| Public Employees Retirement System of Ohio | 544,725 | $3,573 萬 | 0.13% | −12,105−2.2% | 減碼 |
| Pictet Asset Management Holding SA | 545,693 | $3,580 萬 | 0.04% | −53,913−9.0% | 減碼 |
| Liontrust Investment Partners LLP | 563,382 | $3,695 萬 | 0.58% | +110,301+24.3% | 加碼 |
| Credit Agricole S A | 563,593 | $3,697 萬 | 0.14% | +5,993+1.1% | 加碼 |
| Logan Capital Management Inc | 572,298 | $3,754 萬 | 1.71% | +42,821+8.1% | 加碼 |
| Pensioenfonds Rail & Ov | 576,054 | $3,778 萬 | 2.62% | −469,633−44.9% | 減碼 |
| Ensign Peak Advisors, Inc | 576,228 | $3,779 萬 | 0.07% | −128,920−18.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 577,804 | $3,790 萬 | 0.19% | −2,663−0.5% | 減碼 |
| DnB Asset Management AS | 588,749 | $3,862 萬 | 0.18% | −138,207−19.0% | 減碼 |
| Balyasny Asset Management LLC | 593,730 | $3,894 萬 | 0.10% | −2,664,743−81.8% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 603,028 | $3,955 萬 | 2.21% | −8,589−1.4% | 減碼 |
| Frontier Capital Management Co LLC | 609,758 | $3,999 萬 | 0.44% | +49,660+8.9% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 609,195 | $4,006 萬 | 3.21% | +12,743+2.1% | 加碼 |
| Dundas Partners LLP | 617,382 | $4,049 萬 | 2.98% | 00.0% | 不變 |
| Geneva Capital Management LLC | 625,511 | $4,103 萬 | 0.77% | −15,317−2.4% | 減碼 |
| Bank of Nova Scotia | 632,798 | $4,151 萬 | 0.09% | +108,347+20.7% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 635,388 | $4,168 萬 | 0.13% | +2,468+0.4% | 加碼 |
| Sandhill Capital Partners LLC | 636,323 | $4,174 萬 | 3.43% | +54,523+9.4% | 加碼 |
| Prudential Financial Inc | 646,191 | $4,238 萬 | 0.06% | −675,747−51.1% | 減碼 |
| Palisade Capital Management LLC | 655,082 | $4,297 萬 | 1.23% | +27,508+4.4% | 加碼 |
| AXA S.A. | 675,093 | $4,428 萬 | 0.15% | +162,793+31.8% | 加碼 |
| Howland Capital Management LLC | 678,683 | $4,463 萬 | 1.99% | −7,617−1.1% | 減碼 |
| Gillespie Robinson & Grimm Inc | 681,352 | $4,469 萬 | 3.61% | −3,149−0.5% | 減碼 |
| Norinchukin Bank, The | 689,680 | $4,524 萬 | 0.83% | +55,154+8.7% | 加碼 |
| Alta Capital Management LLC | 706,053 | $4,631 萬 | 3.01% | −13,787−1.9% | 減碼 |
| US Bancorp | 720,680 | $4,727 萬 | 0.06% | −13,418−1.8% | 減碼 |
| Mercer Global Advisors Inc | 722,650 | $4,740 萬 | 0.11% | +30,886+4.5% | 加碼 |
| Nissay Asset Management Corp | 725,956 | $4,762 萬 | 0.31% | +129,246+21.7% | 加碼 |
| Royal London Asset Management Ltd | 730,681 | $4,793 萬 | 0.11% | +64,827+9.7% | 加碼 |
| Benjamin Edwards Inc | 739,708 | $4,852 萬 | 0.68% | +91,812+14.2% | 加碼 |
| TimesSquare Capital Management, LLC | 755,438 | $4,955 萬 | 0.80% | +86,345+12.9% | 加碼 |
| State of Wisconsin Investment Board | 758,675 | $4,976 萬 | 0.13% | −52,926−6.5% | 減碼 |
| Epoch Investment Partners, Inc. | 766,054 | $5,025 萬 | 0.26% | −268,512−26.0% | 減碼 |
| Birch Hill Investment Advisors LLC | 787,726 | $5,167 萬 | 2.45% | +206,458+35.5% | 加碼 |
| LPL Financial LLC | 790,840 | $5,187 萬 | 0.02% | +109,120+16.0% | 加碼 |
| Captrust Financial Advisors | 819,906 | $5,378 萬 | 0.13% | +763,720+1,359.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 821,745 | $5,390 萬 | 0.14% | −2,809−0.3% | 減碼 |
| Wedge Capital Management L L P | 835,390 | $5,479 萬 | 1.06% | −73,980−8.1% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 837,852 | $5,495 萬 | 0.05% | 00.0% | 不變 |
| J. Stern & Co. LLP | 845,119 | $5,543 萬 | 5.31% | +71,421+9.2% | 加碼 |
| Teacher Retirement System of Texas | 847,527 | $5,559 萬 | 0.23% | −340,061−28.6% | 減碼 |
| Guinness Asset Management LTD | 852,824 | $5,595 萬 | 1.06% | +235,005+38.0% | 加碼 |
| Williams Jones Wealth Management, LLC. | 854,233 | $5,603 萬 | 0.72% | −14,239−1.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 855,862 | $5,614 萬 | 0.11% | −15,368−1.8% | 減碼 |
| Qube Research & Technologies Ltd | 869,568 | $5,703 萬 | 0.09% | −245,978−22.1% | 減碼 |
| New York State Teachers Retirement System | 883,496 | $5,795 萬 | 0.13% | −39,197−4.2% | 減碼 |
| Compass Capital Management, Inc | 917,153 | $6,016 萬 | 3.96% | +9,435+1.0% | 加碼 |
| Korea Investment CORP | 921,627 | $6,045 萬 | 0.15% | +54,211+6.2% | 加碼 |
| Select Equity Group, L.P. | 921,645 | $6,045 萬 | 0.27% | +179,620+24.2% | 加碼 |
| Sands Capital Management, LLC | 929,152 | $6,094 萬 | 0.21% | +929,152 | 新進 |
| Country Trust Bank | 935,147 | $6,134 萬 | 1.54% | +114,875+14.0% | 加碼 |
| Standard Life Aberdeen plc | 941,863 | $6,147 萬 | 0.12% | +525,200+126.0% | 加碼 |
| Worldquant Millennium Advisors LLC | 954,912 | $6,263 萬 | 0.39% | +675,851+242.2% | 加碼 |
| QRG Capital Management, Inc. | 957,586 | $6,281 萬 | 0.65% | −36,473−3.7% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 967,112 | $6,343 萬 | 2.58% | +158,962+19.7% | 加碼 |
| Fiera Capital Corp | 980,764 | $6,433 萬 | 0.23% | −9,774−1.0% | 減碼 |
| Lazard Freres Gestion S.A.S. | 986,446 | $6,470 萬 | 1.57% | −45,930−4.4% | 減碼 |
| Baird Financial Group, Inc. | 988,280 | $6,482 萬 | 0.12% | +261,691+36.0% | 加碼 |
| Thrivent Financial for Lutherans | 986,620 | $6,484 萬 | 0.14% | +48,447+5.2% | 加碼 |
| Agf Management Ltd | 1,024,293 | $6,718 萬 | 0.35% | +652,125+175.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 1,024,780 | $6,722 萬 | 0.69% | +129,605+14.5% | 加碼 |