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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 2 季與 2025 年第 1 季比較

持有 Amphenol Corp 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

APH 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數1,427191,648+240
股數11.5 億425.2 萬11.6 億+1,519 萬 (+1.3%)
市值$755.5 億$2.79 億$1,147 億+$393.9 億 (+52.3%)

19 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(330 家)

2025 年第 2 季季末持有 Amphenol Corp、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 330 家。

2025 年第 2 季新進 APH 的機構
機構股數市值佔組合 %
Alphinity Investment Management Pty Ltd5,429,640$5.36 億4.59%
Swedbank AB4,933,209$4.87 億0.55%
Stonehage Fleming Financial Services Holdings Ltd2,286,146$2.26 億6.55%
Lord, Abbett & Co. LLC1,902,362$1.88 億0.60%
Glenmede Investment Management, LP1,612,788$1.59 億0.81%
Point72 Asset Management, L.P.1,293,931$1.28 億0.30%
Marshall Wace, LLP1,200,000$1.19 億0.14%
Manning & Napier Advisors LLC990,350$9,780 萬1.17%
Two Sigma Advisers, LP909,800$8,984 萬0.18%
AustralianSuper Pty Ltd788,740$7,789 萬0.39%
Summit Trail Advisors, LLC719,190$7,114 萬1.22%
Cubist Systematic Strategies, LLC670,468$6,621 萬0.72%
Brevan Howard Capital Management LP449,345$4,437 萬0.49%
Tudor Investment Corp Et Al437,471$4,320 萬0.33%
Jump Financial, LLC401,166$3,962 萬0.49%
Weiss Asset Management LP386,812$3,820 萬0.60%
Amanah Holdings Trust382,716$3,779 萬9.35%
Senator Investment Group LP360,165$3,557 萬1.37%
Aquatic Capital Management LLC352,161$3,478 萬0.70%
Quantbot Technologies LP335,313$3,311 萬0.85%
Oribel Capital Management, LP288,100$2,845 萬1.51%
Point72 Hong Kong Ltd201,720$1,992 萬1.38%
ExodusPoint Capital Management, LP197,970$1,955 萬0.24%
Braun Stacey Associates Inc194,426$1,920 萬0.69%
Busey Wealth Management140,485$1,387 萬0.42%
Point72 (DIFC) Ltd133,455$1,318 萬1.05%
Parkwood LLC125,566$1,240 萬1.14%
FengHe Fund Management Pte. Ltd.123,300$1,218 萬2.00%
Midwest Trust Co108,420$1,071 萬0.15%
Employees Retirement System of Texas107,010$1,057 萬0.09%
Moran Wealth Management, LLC106,216$1,049 萬0.32%
Aigen Investment Management, LP93,074$919.1 萬1.26%
Mizuho Securities USA LLC83,597$825.5 萬0.18%
Catalyst Funds Management Pty Ltd78,190$772.1 萬2.13%
NWK Group, Inc.69,124$682.6 萬2.40%
Canada Post Corp Registered Pension Plan63,082$622.9 萬0.37%
Regents Gate Capital LLP62,619$618.4 萬2.18%
Bayesian Capital Management, LP57,630$569.1 萬0.90%
Freemont Management S.A.46,000$454.3 萬0.75%
CloudAlpha Capital Management Limited/Hong Kong41,400$408.8 萬0.50%
Sciencast Management LP39,643$391.5 萬0.81%
Chapin Davis, Inc.38,640$381.6 萬1.05%
Pragma Gestao de Patrimonio Ltd38,200$377.2 萬1.65%
Monument Capital Management38,108$376.3 萬0.98%
Argonautica Private Wealth Management, Inc37,698$372.3 萬1.18%
Union Bancaire Privee, UBP SA42,600$332.7 萬0.06%
BLI - Banque de Luxembourg Investments32,200$314.4 萬0.09%
Marvin & Palmer Associates Inc31,726$313.3 萬2.69%
Pinnbrook Capital Management LP31,316$309.2 萬0.81%
Atlantic Union Bankshares Corp30,281$299.0 萬0.07%
La Banque Postale Asset Management SA30,041$296.7 萬0.04%
Telligent Fund, LP30,000$296.3 萬2.71%
Pinkerton Retirement Specialists, LLC29,842$294.7 萬0.35%
Genus Capital Management Inc.29,720$293.5 萬0.37%
Wetherby Asset Management Inc29,488$291.2 萬0.13%
Inscription Capital, LLC29,049$286.9 萬0.41%
Donoghue Forlines LLC29,039$286.8 萬0.82%
Element Squared LLC28,479$281.2 萬1.75%
Prelude Capital Management, LLC24,767$244.6 萬0.24%
RMB Capital Management, LLC24,711$244.4 萬0.05%
Cim, LLC24,066$237.7 萬0.32%
Twinbeech Capital LP23,055$227.7 萬0.05%
Coastal Bridge Advisors, LLC23,036$227.5 萬0.19%
Index Fund Advisors, Inc.21,184$209.2 萬0.12%
Fox Run Management, L.L.C.20,787$205.3 萬0.34%
Caliber Wealth Management, LLC20,604$203.5 萬0.22%
Quantessence Capital LLC19,271$190.3 萬0.56%
111 Capital16,815$166.0 萬0.29%
Vise Technologies, Inc.16,770$165.6 萬0.07%
Soundwatch Capital LLC1,612,402$163.1 萬0.35%
Fedenia Advisers LLC16,201$160.0 萬0.76%
Harvest Investment Services, LLC15,306$151.1 萬0.34%
Keystone Investors Pte Ltd15,295$151.0 萬0.31%
Krilogy Financial LLC14,990$148.0 萬0.08%
Westerkirk Capital Inc.14,603$144.2 萬0.18%
Catalytic Wealth RIA, LLC14,581$144.0 萬0.12%
Essential Partners LLC14,213$140.4 萬0.56%
Picton Mahoney Asset Management14,146$139.6 萬0.02%
FNY Investment Advisers, LLC13,465$132.9 萬0.57%
R Squared Ltd13,239$130.7 萬0.72%
Chicago Capital, LLC12,914$127.5 萬0.03%
Convergence Investment Partners, LLC12,070$119.2 萬0.30%
Crew Capital Management, Ltd.11,917$117.7 萬0.84%
Qsemble Capital Management, LP10,984$108.5 萬0.10%
Horizon Investment Services, LLC10,380$102.5 萬0.45%
Charter Capital Management, LLC10,009$98.8 萬0.58%
Heritage Trust Co9,973$98.5 萬0.11%
Ashton Thomas Private Wealth, LLC9,914$98.0 萬0.03%
AIA Group Ltd9,823$97.0 萬0.02%
Precision Wealth Strategies, LLC9,778$96.6 萬0.31%
Great Diamond Partners, LLC9,679$95.6 萬0.20%
SummitTX Capital, L.P.9,482$93.6 萬0.04%
Axq Capital, LP9,434$93.2 萬0.30%
Inceptionr LLC9,220$91.0 萬0.21%
Scientech Research LLC9,123$90.1 萬0.22%
Magnetar Financial LLC9,037$89.2 萬0.00%
Ninepoint Partners LP8,622$85.1 萬0.16%
Savvy Advisors, Inc.8,601$84.9 萬0.06%
Teza Capital Management LLC8,468$83.6 萬0.62%
Sherman Porfolios, LLC8,449$83.4 萬0.33%

清倉機構(90 家)

2025 年第 1 季季末持有 Amphenol Corp、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 APH 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Woodline Partners LP457,723$3,002 萬
MetLife Investment Management344,000$2,256 萬
Corebridge Financial, Inc.333,076$2,185 萬
Private Capital Advisors, Inc.235,649$1,546 萬
Freestone Grove Partners LP218,674$1,434 萬
PGGM Investments160,443$1,052 萬
West Coast Financial LLC147,163$965.2 萬
UBS Oconnor LLC119,940$786.7 萬
Polar Asset Management Partners Inc.119,774$785.6 萬
Financial Counselors Inc106,228$696.7 萬
Alaska Permanent Fund Corp85,844$660.6 萬
HITE Hedge Asset Management LLC83,844$549.9 萬
Mizuho Markets Americas LLC80,500$528.0 萬
Strategic Global Advisors, LLC75,658$496.2 萬
Jefferies Financial Group Inc.71,800$470.9 萬
SIR Capital Management, L.P.69,873$458.3 萬
Legacy Advisors, LLC68,519$450.5 萬
Susquehanna Fundamental Investments, LLC63,967$419.6 萬
Hudson Bay Capital Management LP58,571$384.2 萬
Peak Financial Advisors LLC45,194$296.4 萬
Occudo Quantitative Strategies LP31,435$209.3 萬
Winton Group Ltd31,505$206.6 萬
United Services Automobile Association27,848$185.4 萬
Dark Forest Capital Management LP28,169$184.8 萬
Covalis Capital LLP26,025$170.7 萬
Aster Capital Management (DIFC) Ltd24,687$164.4 萬
Quantitative Investment Management, LLC23,123$151.6 萬
Semanteon Capital Management, LP22,849$149.9 萬
Graham Capital Management, L.P.20,366$133.6 萬
Mount Lucas Management LP19,990$131.1 萬
Nutshell Asset Management Ltd19,000$124.6 萬
Kiker Wealth Management, LLC18,907$124.0 萬
Andra AP-fonden18,880$123.8 萬
Legacy Capital Group California, Inc.14,660$96.2 萬
Two Sigma Securities, LLC14,274$93.6 萬
New England Research & Management, Inc.14,075$92.3 萬
Cinctive Capital Management LP13,709$89.9 萬
Board of the Pension Protection Fund12,500$82.0 萬
Rokos Capital Management LLP11,392$74.7 萬
Headinvest, LLC10,400$68.2 萬
Trust Point Inc.10,199$66.9 萬
Capital Fund Management S.A.10,019$65.7 萬
Maxi Investments CY Ltd9,851$64.6 萬
Hillsdale Investment Management Inc.9,250$60.7 萬
GF Fund Management Co. Ltd.8,811$57.8 萬
AssuredPartners Investment Advisors, LLC7,527$49.4 萬
Capstone Investment Advisors, LLC6,183$40.6 萬
Mach-1 Financial Group, Inc.6,112$40.1 萬
Capital Asset Advisory Services LLC5,863$39.8 萬
CenterStar Asset Management, LLC5,910$38.8 萬
Centiva Capital, LP5,623$36.9 萬
Harrell Investment Partners, LLC4,453$29.2 萬
Farringdon Capital, Ltd.4,330$28.4 萬
Poinciana Advisors Group, LLC3,669$24.1 萬
SFE Investment Counsel3,382$22.2 萬
Longboard Asset Management, LP3,302$21.7 萬
Gallacher Capital Management LLC3,197$21.0 萬
GenTrust, LLC3,152$20.7 萬
Riverview Trust Co2,143$14.1 萬
eCIO, Inc.1,683$11.0 萬
Flaharty Asset Management, LLC1,300$8.53 萬
USA Financial Portformulas Corp1,218$7.99 萬
Winnow Wealth LLC948$6.22 萬
West Branch Capital LLC870$5.71 萬
West Paces Advisors Inc.644$4.22 萬
Washington Trust Co640$4.20 萬
Peoples Bank634$4.16 萬
Group One Trading, L.P.574$3.76 萬
Saudi Central Bank474$3.11 萬
Continuum Advisory, LLC427$2.80 萬
Global Financial Private Client, LLC426$2.79 萬
Atala Financial Inc300$1.97 萬
Laurel Wealth Advisors LLC232$1.52 萬
Cloud Capital Management, LLC212$1.40 萬
Compass Wealth Management LLC200$1.31 萬
Hexagon Capital Partners LLC199$1.31 萬
Fairman Group, LLC0$8,215
Capital A Wealth Management, LLC94$6,165
Greenline Partners, LLC92$6,034
Quest Partners LLC83$5,444
Northwest Capital Management Inc68$4,460
Clark Wealth Partners60$3,935
Halbert Hargrove Global Advisors, LLC36$2,362
Stonebridge Financial Group, LLC34$2,230
Carolinas Wealth Consulting LLC30$1,968
Osterweis Capital Management Inc25$1,640
GoalVest Advisory LLC16$1,049
Chesapeake Asset Management LLC15$983
MPWM Advisory Solutions, LLC12$787
Caitong International Asset Management Co., Ltd3$197

尚未申報 2025 年第 2 季的機構(19 家)

2025 年第 1 季季末持有 Amphenol Corp、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 APH、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Glenmede Trust Co NA1,666,912$1.09 億
Pensioenfonds Rail & Ov576,054$3,778 萬
Credit Agricole S A563,593$3,697 萬
Unigestion Holding SA422,748$2,773 萬
Taurus Asset Management, LLC327,810$2,150 萬
Buffington Mohr McNeal216,946$1,423 萬
Orion Portfolio Solutions, LLC144,492$947.7 萬
Rakuten Investment Management, Inc.110,543$736.1 萬
Mizuho Securities USA LLC96,971$636.0 萬
Sandy Spring Bank31,164$204.4 萬
CAPROCK Group, Inc.28,064$184.6 萬
Rappaport Reiches Capital Management, LLC20,015$131.3 萬
Schechter Investment Advisors, LLC10,930$71.7 萬
Lindbrook Capital, LLC10,505$68.9 萬
Sheaff Brock Investment Advisors, LLC9,800$64.3 萬
Transform Wealth, LLC7,396$48.6 萬
Callan Capital, LLC3,670$24.1 萬
Nova Wealth Management, Inc.3,218$21.1 萬
Davis Capital Management1,380$9.05 萬