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 |
|---|---|---|---|---|---|
| Cabot Wealth Management Inc | 176,571 | $1,744 萬 | 2.07% | +1,912+1.1% | 加碼 |
| Perennial Advisors, LLC | 178,107 | $1,759 萬 | 3.27% | −4,054−2.2% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 183,036 | $1,807 萬 | 0.17% | +10,905+6.3% | 加碼 |
| Azimuth Capital Investment Management LLC | 184,999 | $1,827 萬 | 0.68% | −154,993−45.6% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 186,412 | $1,840 萬 | 0.04% | +17,429+10.3% | 加碼 |
| CIBC Asset Management Inc | 186,609 | $1,843 萬 | 0.06% | −20,327−9.8% | 減碼 |
| British Columbia Investment Management Corp | 190,680 | $1,883 萬 | 0.11% | −39,878−17.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 192,054 | $1,897 萬 | 0.08% | −385,750−66.8% | 減碼 |
| Banco Santander, S.A. | 192,272 | $1,899 萬 | 0.18% | +173+0.1% | 加碼 |
| First Manhattan Co | 192,518 | $1,904 萬 | 0.05% | +6,000+3.2% | 加碼 |
| Varma Mutual Pension Insurance Co | 193,139 | $1,907 萬 | 0.14% | −34,800−15.3% | 減碼 |
| Braun Stacey Associates Inc | 194,426 | $1,920 萬 | 0.69% | +194,426 | 新進 |
| Lyell Wealth Management, LP | 195,573 | $1,931 萬 | 1.53% | +5,504+2.9% | 加碼 |
| Gotham Asset Management, LLC | 195,860 | $1,934 萬 | 0.12% | +15,966+8.9% | 加碼 |
| Utah Retirement Systems | 195,895 | $1,934 萬 | 0.20% | +411+0.2% | 加碼 |
| Tredje AP-fonden | 197,322 | $1,949 萬 | 0.16% | +100,000+102.8% | 加碼 |
| Chesley Taft & Associates LLC | 197,468 | $1,950 萬 | 0.87% | −3,955−2.0% | 減碼 |
| ExodusPoint Capital Management, LP | 197,970 | $1,955 萬 | 0.24% | +197,970 | 新進 |
| Mutual of America Capital Management LLC | 199,417 | $1,969 萬 | 0.21% | +1,981+1.0% | 加碼 |
| LTS One Management LP | 200,000 | $1,975 萬 | 4.77% | +2,500+1.3% | 加碼 |
| Addenda Capital Inc. | 200,224 | $1,980 萬 | 0.71% | −799−0.4% | 減碼 |
| Point72 Hong Kong Ltd | 201,720 | $1,992 萬 | 1.38% | +201,720 | 新進 |
| Pinebridge Investments, L.P. | 204,148 | $2,016 萬 | 0.16% | −281,619−58.0% | 減碼 |
| Verition Fund Management LLC | 205,817 | $2,032 萬 | 0.12% | +99,364+93.3% | 加碼 |
| Oak Associates, Ltd | 206,424 | $2,038 萬 | 1.33% | +20,000+10.7% | 加碼 |
| Burney Co | 207,792 | $2,052 萬 | 0.69% | −1,289−0.6% | 減碼 |
| Motco | 194,770 | $2,074 萬 | 1.99% | −7,901−3.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 210,997 | $2,084 萬 | 0.14% | +56,972+37.0% | 加碼 |
| Bridges Investment Management Inc | 211,446 | $2,088 萬 | 0.28% | −5,709−2.6% | 減碼 |
| Van Eck Associates Corp | 211,504 | $2,089 萬 | 0.02% | −14,306−6.3% | 減碼 |
| Mediolanum International Funds Ltd | 214,052 | $2,091 萬 | 0.25% | +161,694+308.8% | 加碼 |
| Generate Investment Management Ltd | 217,901 | $2,152 萬 | 1.19% | −260,071−54.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 219,769 | $2,170 萬 | 0.29% | −7,967−3.5% | 減碼 |
| Liontrust Investment Partners LLP | 220,047 | $2,173 萬 | 0.31% | −343,335−60.9% | 減碼 |
| Daiwa Securities Group Inc. | 222,292 | $2,195 萬 | 0.08% | −96,432−30.3% | 減碼 |
| Cetera Investment Advisers | 222,390 | $2,196 萬 | 0.04% | +18,331+9.0% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 224,425 | $2,216 萬 | 0.62% | −953−0.4% | 減碼 |
| United Capital Financial Advisers, LLC | 226,074 | $2,232 萬 | 0.18% | −13,209−5.5% | 減碼 |
| First Foundation Advisors | 226,267 | $2,234 萬 | 0.83% | −21,754−8.8% | 減碼 |
| IFM Investors Pty Ltd | 227,088 | $2,242 萬 | 0.21% | +15,182+7.2% | 加碼 |
| Qube Research & Technologies Ltd | 227,312 | $2,245 萬 | 0.03% | −642,256−73.9% | 減碼 |
| HighTower Advisors, LLC | 228,427 | $2,256 萬 | 0.03% | −6,060−2.6% | 減碼 |
| Baker Chad R | 230,339 | $2,275 萬 | 4.23% | −1,146−0.5% | 減碼 |
| HFR Wealth Management, LLC | 231,448 | $2,286 萬 | 5.52% | −528−0.2% | 減碼 |
| UniSuper Management Pty Ltd | 233,267 | $2,304 萬 | 0.15% | −12,126−4.9% | 減碼 |
| M&T Bank Corp | 235,401 | $2,325 萬 | 0.08% | −6,915−2.9% | 減碼 |
| Kames Capital plc | 236,913 | $2,339 萬 | 0.30% | +14,849+6.7% | 加碼 |
| JustInvest LLC | 238,817 | $2,375 萬 | 0.27% | +52,210+28.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 245,591 | $2,425 萬 | 0.28% | +1,869+0.8% | 加碼 |
| CIBC World Markets Inc. | 248,900 | $2,458 萬 | 0.05% | +87,196+53.9% | 加碼 |
| EP Wealth Advisors, LLC | 251,624 | $2,485 萬 | 0.16% | +237,677+1,704.1% | 加碼 |
| First Long Island Investors, LLC | 252,841 | $2,497 萬 | 1.96% | +1,881+0.7% | 加碼 |
| Jones Financial Companies LLLP | 256,451 | $2,506 萬 | 0.02% | +43,093+20.2% | 加碼 |
| Harvey Investment Co LLC | 253,985 | $2,508 萬 | 2.76% | −7,350−2.8% | 減碼 |
| Cornerstone Capital, Inc. | 254,127 | $2,510 萬 | 2.62% | −6,340−2.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 254,418 | $2,530 萬 | 0.04% | +10,653+4.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 258,130 | $2,549 萬 | 0.06% | +4,854+1.9% | 加碼 |
| Terry L. Blaker | 259,117 | $2,559 萬 | 0.99% | −2,417−0.9% | 減碼 |
| Retirement Systems of Alabama | 259,556 | $2,563 萬 | 0.09% | −693−0.3% | 減碼 |
| Community Trust & Investment Co | 261,234 | $2,580 萬 | 1.49% | −16,029−5.8% | 減碼 |
| Truist Financial Corp | 262,281 | $2,590 萬 | 0.04% | +16,031+6.5% | 加碼 |
| Janney Montgomery Scott LLC | 262,743 | $2,595 萬 | 0.07% | −33,309−11.3% | 減碼 |
| Swiss Life Asset Management Ltd | 263,921 | $2,606 萬 | 0.15% | +144,427+120.9% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 264,111 | $2,608 萬 | 0.24% | +3,162+1.2% | 加碼 |
| Ieq Capital, LLC | 264,807 | $2,615 萬 | 0.16% | +58,382+28.3% | 加碼 |
| North Star Asset Management Inc | 265,170 | $2,619 萬 | 1.11% | −1,086−0.4% | 減碼 |
| Empowered Funds, LLC | 266,460 | $2,631 萬 | 0.30% | +31,494+13.4% | 加碼 |
| TCW Group Inc | 267,802 | $2,645 萬 | 0.21% | +380+0.1% | 加碼 |
| Amalgamated Bank | 270,617 | $2,672 萬 | 0.21% | +17,198+6.8% | 加碼 |
| Jacobson & Schmitt Advisors, LLC | 272,381 | $2,690 萬 | 4.77% | +7,868+3.0% | 加碼 |
| Whittier Trust Co | 273,724 | $2,703 萬 | 0.33% | +13,812+5.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 284,842 | $2,833 萬 | 0.76% | −709−0.2% | 減碼 |
| Gradient Investments LLC | 287,788 | $2,842 萬 | 0.52% | −38,905−11.9% | 減碼 |
| Oribel Capital Management, LP | 288,100 | $2,845 萬 | 1.51% | +288,100 | 新進 |
| Congress Asset Management Co | 288,556 | $2,849 萬 | 0.20% | −18,209−5.9% | 減碼 |
| Xponance, Inc. | 290,385 | $2,868 萬 | 0.24% | +56,582+24.2% | 加碼 |
| Achmea Investment Management B.V. | 291,624 | $2,880 萬 | 0.37% | −2,040−0.7% | 減碼 |
| Czech National Bank | 295,669 | $2,920 萬 | 0.23% | +17,503+6.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 296,661 | $2,930 萬 | 0.15% | +19,702+7.1% | 加碼 |
| Forsta Ap-Fonden | 298,700 | $2,950 萬 | 0.19% | +4,400+1.5% | 加碼 |
| Stephens Inc | 301,718 | $2,979 萬 | 0.41% | −17,114−5.4% | 減碼 |
| Calamos Advisors LLC | 306,608 | $3,028 萬 | 0.13% | 00.0% | 不變 |
| North Point Portfolio Managers Corp | 316,768 | $3,128 萬 | 5.37% | −70,665−18.2% | 減碼 |
| Cresset Asset Management, LLC | 318,476 | $3,150 萬 | 0.16% | −31,022−8.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 320,764 | $3,168 萬 | 0.29% | −12,500−3.8% | 減碼 |
| ING Groep NV | 321,260 | $3,172 萬 | 0.19% | +174,518+118.9% | 加碼 |
| Natixis | 325,902 | $3,218 萬 | 0.16% | +151,912+87.3% | 加碼 |
| Quantinno Capital Management LP | 327,691 | $3,236 萬 | 0.14% | +101,624+45.0% | 加碼 |
| Manitou Investment Management Ltd. | 329,681 | $3,256 萬 | 6.19% | −2,882−0.9% | 減碼 |
| JLB & Associates Inc | 329,890 | $3,258 萬 | 4.54% | −32,429−9.0% | 減碼 |
| Dearborn Partners LLC | 331,976 | $3,278 萬 | 1.55% | −44,303−11.8% | 減碼 |
| Confluence Investment Management LLC | 332,681 | $3,285 萬 | 0.46% | −17,106−4.9% | 減碼 |
| Quantbot Technologies LP | 335,313 | $3,311 萬 | 0.85% | +335,313 | 新進 |
| South Street Advisors LLC | 335,365 | $3,312 萬 | 4.91% | −7,787−2.3% | 減碼 |
| Comerica Bank | 336,570 | $3,324 萬 | 0.13% | −13,730−3.9% | 減碼 |
| Fiduciary Trust Co | 339,665 | $3,354 萬 | 0.41% | −13,343−3.8% | 減碼 |
| Noesis Capital Mangement Corp | 342,048 | $3,378 萬 | 5.87% | −6,527−1.9% | 減碼 |
| State of Tennessee, Treasury Department | 345,468 | $3,411 萬 | 0.12% | −497−0.1% | 減碼 |
| Aquatic Capital Management LLC | 352,161 | $3,478 萬 | 0.70% | +352,161 | 新進 |
| Public Sector Pension Investment Board | 352,358 | $3,480 萬 | 0.15% | +163,940+87.0% | 加碼 |