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 13F 持有人
Amphenol Corp 在 2025/6/30 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
- 1,648
- 較 2025 年第 1 季 +240 家
- 持有股數
- 11.6 億
- 較 2025 年第 1 季 +1,519 萬 (+1.3%)
- 總市值
- $1,147 億
- 較 2025 年第 1 季 +$393.9 億 (+52.3%)
- 新進機構
- 330
- 另有 553 家加碼
- 清倉機構
- 90
- 另有 572 家減碼
另有 19 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Financiere des Professionnels - Fonds d,investissement inc. | 94,931 | $937.4 萬 | 0.57% | −21,131−18.2% | 減碼 |
| Guinness Atkinson Asset Management Inc | 95,178 | $939.9 萬 | 4.93% | −15,078−13.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 95,181 | $939.9 萬 | 0.15% | −11,566−10.8% | 減碼 |
| Temasek Holdings (Private) Ltd | 96,080 | $948.8 萬 | 0.04% | −153,864−61.6% | 減碼 |
| Torray LLC | 96,345 | $951.4 萬 | 1.38% | −7,217−7.0% | 減碼 |
| ASR Vermogensbeheer N.V. | 96,523 | $953.1 萬 | 0.12% | +31,148+47.6% | 加碼 |
| TD Waterhouse Canada Inc. | 98,334 | $956.7 萬 | 0.07% | +2,121+2.2% | 加碼 |
| Lido Advisors, LLC | 97,048 | $958.9 萬 | 0.05% | +8,756+9.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 97,109 | $959.0 萬 | 0.01% | −12,252−11.2% | 減碼 |
| Regions Financial Corp | 97,449 | $962.3 萬 | 0.07% | −953−1.0% | 減碼 |
| Stone Run Capital, LLC | 97,820 | $966.0 萬 | 3.86% | −150−0.2% | 減碼 |
| Kornitzer Capital Management Inc | 97,952 | $967.3 萬 | 0.19% | −18,998−16.2% | 減碼 |
| We Are One Seven, LLC | 99,562 | $983.2 萬 | 0.32% | +61,648+162.6% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 100,245 | $989.9 萬 | 1.17% | +5,296+5.6% | 加碼 |
| AdvisorShares Investments LLC | 102,415 | $1,011 萬 | 1.82% | +3,232+3.3% | 加碼 |
| Greenwood Capital Associates LLC | 102,770 | $1,015 萬 | 1.26% | −2,635−2.5% | 減碼 |
| Advisor Group Holdings, Inc. | 103,716 | $1,024 萬 | 0.02% | +9,879+10.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 104,538 | $1,032 萬 | 0.18% | +500+0.5% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 105,001 | $1,037 萬 | 0.97% | +101,779+3,158.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 105,037 | $1,037 萬 | 0.06% | −35,047−25.0% | 減碼 |
| Moran Wealth Management, LLC | 106,216 | $1,049 萬 | 0.32% | +106,216 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 106,441 | $1,051 萬 | 0.08% | +40,839+62.3% | 加碼 |
| Employees Retirement System of Texas | 107,010 | $1,057 萬 | 0.09% | +107,010 | 新進 |
| Ethic Inc. | 108,386 | $1,059 萬 | 0.19% | +1,424+1.3% | 加碼 |
| Longbow Finance SA | 107,359 | $1,060 萬 | 1.13% | −17,198−13.8% | 減碼 |
| Midwest Trust Co | 108,420 | $1,071 萬 | 0.15% | +108,420 | 新進 |
| DuPont Capital Management Corp | 110,028 | $1,087 萬 | 1.17% | 00.0% | 不變 |
| Elk River Wealth Management, LLC | 109,890 | $1,087 萬 | 1.87% | −1,989−1.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 110,510 | $1,091 萬 | 0.25% | +1,478+1.4% | 加碼 |
| Hantz Financial Services, Inc. | 110,947 | $1,096 萬 | 0.18% | −9,249−7.7% | 減碼 |
| Pacer Advisors, Inc. | 112,286 | $1,109 萬 | 0.03% | +42,321+60.5% | 加碼 |
| CWM, LLC | 116,712 | $1,153 萬 | 0.04% | +12,748+12.3% | 加碼 |
| Erste Asset Management GmbH | 116,094 | $1,160 萬 | 0.10% | +50,513+77.0% | 加碼 |
| Howe & Rusling Inc | 119,438 | $1,179 萬 | 0.87% | −6,762−5.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 119,677 | $1,181 萬 | 0.11% | −2,014−1.7% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 120,460 | $1,190 萬 | 0.12% | −52,689−30.4% | 減碼 |
| Commonwealth Equity Services, LLC | 122,465 | $1,209 萬 | 0.02% | +16,979+16.1% | 加碼 |
| Aristotle Atlantic Partners, LLC | 123,001 | $1,215 萬 | 0.37% | −2,034−1.6% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 123,300 | $1,218 萬 | 2.00% | +123,300 | 新進 |
| Parkwood LLC | 125,566 | $1,240 萬 | 1.14% | +125,566 | 新進 |
| XTX Topco Ltd | 126,368 | $1,248 萬 | 0.52% | +112,221+793.2% | 加碼 |
| Engineers Gate Manager LP | 126,942 | $1,254 萬 | 0.16% | +106,129+509.9% | 加碼 |
| Ironvine Capital Partners, LLC | 127,345 | $1,258 萬 | 1.30% | +6,982+5.8% | 加碼 |
| OP Asset Management Ltd | 127,764 | $1,262 萬 | 0.19% | +2,707+2.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 128,693 | $1,271 萬 | 0.10% | +6,860+5.6% | 加碼 |
| Concentric Capital Strategies, LP | 128,969 | $1,274 萬 | 0.72% | +34,619+36.7% | 加碼 |
| 11 Capital Partners LP | 129,955 | $1,283 萬 | 4.03% | −153,862−54.2% | 減碼 |
| Railway Pension Investments Ltd | 130,100 | $1,285 萬 | 0.18% | −3,600−2.7% | 減碼 |
| Callan Family Office, LLC | 130,486 | $1,289 萬 | 0.41% | +37,258+40.0% | 加碼 |
| Baker Avenue Asset Management, LP | 131,875 | $1,302 萬 | 0.37% | −8,369−6.0% | 減碼 |
| GDS Wealth Management | 132,616 | $1,310 萬 | 0.96% | +64,337+94.2% | 加碼 |
| Point72 (DIFC) Ltd | 133,455 | $1,318 萬 | 1.05% | +133,455 | 新進 |
| Kempen Capital Management N.V. | 135,089 | $1,334 萬 | 0.13% | −18,467−12.0% | 減碼 |
| State of Alaska, Department of Revenue | 135,926 | $1,342 萬 | 0.14% | −5,920−4.2% | 減碼 |
| Fifth Third Bancorp | 136,405 | $1,347 萬 | 0.05% | +17,430+14.7% | 加碼 |
| Carderock Capital Management Inc | 137,281 | $1,356 萬 | 3.47% | −18,784−12.0% | 減碼 |
| YHB Investment Advisors, Inc. | 137,495 | $1,358 萬 | 1.05% | −342−0.2% | 減碼 |
| CTF Capital Management, LP | 138,700 | $1,370 萬 | 8.11% | 00.0% | 不變 |
| Commerce Bank | 138,807 | $1,371 萬 | 0.08% | −34,016−19.7% | 減碼 |
| Shell Asset Management Co | 139,290 | $1,376 萬 | 0.47% | −8,542−5.8% | 減碼 |
| Thames Capital Management LLC | 140,206 | $1,385 萬 | 3.14% | 00.0% | 不變 |
| Busey Wealth Management | 140,485 | $1,387 萬 | 0.42% | +140,485 | 新進 |
| Voleon Capital Management LP | 142,695 | $1,409 萬 | 0.77% | +33,777+31.0% | 加碼 |
| SlateStone Wealth, LLC | 143,062 | $1,413 萬 | 1.32% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 143,222 | $1,414 萬 | 0.12% | −1,270−0.9% | 減碼 |
| Ravenstone Capital Management Inc. | 144,665 | $1,429 萬 | 7.50% | −9,140−5.9% | 減碼 |
| Ayrshire Capital Management LLC | 144,986 | $1,432 萬 | 6.87% | −3,397−2.3% | 減碼 |
| MML Investors Services, LLC | 145,771 | $1,440 萬 | 0.04% | +24,790+20.5% | 加碼 |
| Segment Wealth Management, LLC | 148,967 | $1,471 萬 | 0.93% | −2,904−1.9% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 149,180 | $1,475 萬 | 0.65% | −9,850−6.2% | 減碼 |
| CWM Advisors, LLC | 149,458 | $1,476 萬 | 1.61% | +6,377+4.5% | 加碼 |
| NEOS Investment Management LLC | 152,218 | $1,503 萬 | 0.19% | +32,546+27.2% | 加碼 |
| CIBC World Markets Corp | 152,305 | $1,504 萬 | 0.10% | +6,474+4.4% | 加碼 |
| Wealthfront Advisers LLC | 154,864 | $1,529 萬 | 0.04% | +11,108+7.7% | 加碼 |
| Hendley & Co Inc | 156,333 | $1,544 萬 | 5.39% | −1,427−0.9% | 減碼 |
| Copeland Capital Management, LLC | 156,512 | $1,546 萬 | 0.32% | −3,631−2.3% | 減碼 |
| MUFG Securities EMEA plc | 157,568 | $1,556 萬 | 0.71% | +3,569+2.3% | 加碼 |
| Yousif Capital Management, LLC | 157,979 | $1,560 萬 | 0.17% | −4,666−2.9% | 減碼 |
| LMR Partners LLP | 159,419 | $1,574 萬 | 0.25% | −230,710−59.1% | 減碼 |
| Colony Group, LLC | 159,617 | $1,576 萬 | 0.03% | +2,464+1.6% | 加碼 |
| Marsico Capital Management LLC | 159,678 | $1,577 萬 | 0.43% | 00.0% | 不變 |
| Flputnam Investment Management Co | 160,178 | $1,582 萬 | 0.27% | +19,470+13.8% | 加碼 |
| Union Heritage Capital, LLC | 160,890 | $1,589 萬 | 5.53% | 00.0% | 不變 |
| Oddo BHF Asset Management SAS | 162,192 | $1,602 萬 | 0.61% | −6,879−4.1% | 減碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 163,756 | $1,617 萬 | 1.91% | −500.0% | 減碼 |
| Albion Financial Group | 163,857 | $1,618 萬 | 1.06% | +4,564+2.9% | 加碼 |
| New York Life Investment Management LLC | 164,472 | $1,624 萬 | 0.15% | +2,535+1.6% | 加碼 |
| Clough Capital Partners L P | 165,000 | $1,629 萬 | 1.63% | 00.0% | 不變 |
| Talos Asset Management LP | 166,300 | $1,642 萬 | 3.93% | +92,300+124.7% | 加碼 |
| Penobscot Investment Management Company, Inc. | 166,341 | $1,643 萬 | 1.40% | +3,099+1.9% | 加碼 |
| Fred Alger Management, LLC | 166,489 | $1,647 萬 | 0.07% | −31,410−15.9% | 減碼 |
| Shelton Capital Management | 167,301 | $1,652 萬 | 0.38% | +27,974+20.1% | 加碼 |
| Pathstone Holdings, LLC | 167,459 | $1,677 萬 | 0.07% | −14,989−8.2% | 減碼 |
| Kanawha Capital Management LLC | 170,445 | $1,683 萬 | 1.25% | +3,278+2.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 171,214 | $1,691 萬 | 0.06% | −23,983−12.3% | 減碼 |
| Brant Point Investment Management LLC | 174,884 | $1,727 萬 | 3.93% | −5,306−2.9% | 減碼 |
| Covea Finance | 175,528 | $1,733 萬 | 0.64% | −10,456−5.6% | 減碼 |
| Advisors Asset Management, Inc. | 175,617 | $1,734 萬 | 0.31% | −3,580−2.0% | 減碼 |
| Zevenbergen Capital Investments LLC | 175,790 | $1,736 萬 | 0.34% | −220−0.1% | 減碼 |
| Zeno Equity Partners LLP | 176,195 | $1,742 萬 | 7.51% | +12,016+7.3% | 加碼 |