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 2,339 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 | 2,339 | $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 |
|---|---|---|---|---|---|
| Resources Management Corp | 353,157 | $3,487 萬 | 4.74% | −9,510−2.6% | 減碼 |
| Arizona State Retirement System | 354,256 | $3,498 萬 | 0.20% | −6,599−1.8% | 減碼 |
| Senator Investment Group LP | 360,165 | $3,557 萬 | 1.37% | +360,165 | 新進 |
| STRS Ohio | 361,103 | $3,566 萬 | 0.13% | −1,668−0.5% | 減碼 |
| Brown Advisory Inc | 362,374 | $3,578 萬 | 0.05% | −5,573−1.5% | 減碼 |
| ProShare Advisors LLC | 364,457 | $3,599 萬 | 0.07% | +17,435+5.0% | 加碼 |
| Macquarie Group Ltd | 377,429 | $3,727 萬 | 0.05% | −31,619−7.7% | 減碼 |
| Farmers & Merchants Investments Inc | 380,088 | $3,753 萬 | 1.09% | −11,943−3.0% | 減碼 |
| Umb Bank N A | 381,199 | $3,764 萬 | 0.59% | +51,056+15.5% | 加碼 |
| Amanah Holdings Trust | 382,716 | $3,779 萬 | 9.35% | +382,716 | 新進 |
| Weiss Asset Management LP | 386,812 | $3,820 萬 | 0.60% | +386,812 | 新進 |
| Bank of Nova Scotia | 388,666 | $3,838 萬 | 0.08% | −244,132−38.6% | 減碼 |
| Factory Mutual Insurance Co | 393,634 | $3,887 萬 | 0.42% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 399,473 | $3,945 萬 | 0.13% | +69,821+21.2% | 加碼 |
| Renaissance Group LLC | 400,799 | $3,958 萬 | 1.54% | −118,848−22.9% | 減碼 |
| Jump Financial, LLC | 401,166 | $3,962 萬 | 0.49% | +401,166 | 新進 |
| Susquehanna International Group, LLP | 404,505 | $3,994 萬 | 0.06% | +178,411+78.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 407,098 | $4,020 萬 | 0.16% | 00.0% | 不變 |
| McDaniel Terry & Co | 408,202 | $4,031 萬 | 3.30% | −1,257−0.3% | 減碼 |
| Alyeska Investment Group, L.P. | 412,788 | $4,076 萬 | 0.14% | +406,748+6,734.2% | 加碼 |
| AXA S.A. | 413,050 | $4,079 萬 | 0.12% | −262,043−38.8% | 減碼 |
| State of Michigan Retirement System | 414,274 | $4,091 萬 | 0.21% | −19,300−4.5% | 減碼 |
| Nomura Asset Management Co Ltd | 414,424 | $4,092 萬 | 0.11% | +43,113+11.6% | 加碼 |
| Storebrand Asset Management AS | 420,502 | $4,152 萬 | 0.12% | −21,676−4.9% | 減碼 |
| Mar Vista Investment Partners LLC | 423,195 | $4,179 萬 | 3.20% | +23,563+5.9% | 加碼 |
| Zacks Investment Management | 426,614 | $4,213 萬 | 0.36% | +329,872+341.0% | 加碼 |
| Dudley & Shanley, Inc. | 428,000 | $4,227 萬 | 6.64% | −10,940−2.5% | 減碼 |
| TimesSquare Capital Management, LLC | 430,582 | $4,252 萬 | 0.61% | −324,856−43.0% | 減碼 |
| KLP Kapitalforvaltning AS | 436,724 | $4,319 萬 | 0.19% | +25,700+6.3% | 加碼 |
| Tudor Investment Corp Et Al | 437,471 | $4,320 萬 | 0.33% | +437,471 | 新進 |
| Crestwood Advisors Group LLC | 443,071 | $4,375 萬 | 0.78% | −1,296−0.3% | 減碼 |
| Brevan Howard Capital Management LP | 449,345 | $4,437 萬 | 0.49% | +449,345 | 新進 |
| Campbell Newman Asset Management Inc | 449,521 | $4,439 萬 | 3.54% | +178,445+65.8% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 453,056 | $4,474 萬 | 0.31% | +9,700+2.2% | 加碼 |
| Rockefeller Capital Management L.P. | 474,682 | $4,688 萬 | 0.10% | +38,448+8.8% | 加碼 |
| Frontier Capital Management Co LLC | 505,891 | $4,996 萬 | 0.46% | −103,867−17.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 506,781 | $5,004 萬 | 0.05% | +941+0.2% | 加碼 |
| Roffman Miller Associates Inc | 512,393 | $5,060 萬 | 3.02% | −4,748−0.9% | 減碼 |
| DnB Asset Management AS | 515,093 | $5,087 萬 | 0.21% | −73,656−12.5% | 減碼 |
| Geneva Capital Management LLC | 517,424 | $5,110 萬 | 0.86% | −108,087−17.3% | 減碼 |
| Ossiam | 521,124 | $5,146 萬 | 0.58% | +471,833+957.2% | 加碼 |
| Asset Management One Co.,Ltd. | 525,549 | $5,190 萬 | 0.16% | −6,160−1.2% | 減碼 |
| Nisa Investment Advisors, LLC | 531,445 | $5,257 萬 | 0.24% | +57,043+12.0% | 加碼 |
| Pictet Asset Management Holding SA | 536,012 | $5,293 萬 | 0.05% | −9,681−1.8% | 減碼 |
| KBC Group NV | 538,170 | $5,314 萬 | 0.14% | +12,785+2.4% | 加碼 |
| Norinchukin Bank, The | 539,607 | $5,329 萬 | 0.79% | −150,073−21.8% | 減碼 |
| Logan Capital Management Inc | 545,809 | $5,390 萬 | 2.51% | −26,489−4.6% | 減碼 |
| Twin Tree Management, LP | 555,966 | $5,490 萬 | 1.38% | +511,680+1,155.4% | 加碼 |
| Treasurer of the State of North Carolina | 563,266 | $5,562 萬 | 0.18% | +22,540+4.2% | 加碼 |
| Public Employees Retirement System of Ohio | 567,640 | $5,605 萬 | 0.19% | +22,915+4.2% | 加碼 |
| Mariner, LLC | 569,857 | $5,627 萬 | 0.08% | +295,229+107.5% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 569,812 | $5,627 萬 | 2.81% | −33,216−5.5% | 減碼 |
| Creative Planning | 572,301 | $5,651 萬 | 0.05% | +53,437+10.3% | 加碼 |
| CI Private Wealth, LLC | 592,072 | $5,847 萬 | 0.08% | +51,218+9.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 593,997 | $5,866 萬 | 0.09% | −261,865−30.6% | 減碼 |
| M.D. Sass Investors Services, Inc. | 604,798 | $5,972 萬 | 4.81% | −440,568−42.1% | 減碼 |
| Ensign Peak Advisors, Inc | 606,921 | $5,993 萬 | 0.10% | +30,693+5.3% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 606,215 | $5,996 萬 | 4.22% | −2,980−0.5% | 減碼 |
| Dundas Partners LLP | 617,382 | $6,097 萬 | 4.24% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 624,099 | $6,163 萬 | 0.26% | −223,428−26.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 628,421 | $6,206 萬 | 0.47% | +520,201+480.7% | 加碼 |
| Palisade Capital Management LLC | 631,649 | $6,238 萬 | 1.77% | −23,433−3.6% | 減碼 |
| Toronto Dominion Bank | 635,474 | $6,276 萬 | 0.13% | +101,889+19.1% | 加碼 |
| Sandhill Capital Partners LLC | 638,691 | $6,307 萬 | 4.53% | +2,368+0.4% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 639,168 | $6,312 萬 | 0.18% | +3,780+0.6% | 加碼 |
| Gillespie Robinson & Grimm Inc | 648,779 | $6,407 萬 | 4.76% | −32,573−4.8% | 減碼 |
| Howland Capital Management LLC | 667,628 | $6,604 萬 | 2.69% | −11,055−1.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 670,468 | $6,621 萬 | 0.72% | +670,468 | 新進 |
| State of Wisconsin Investment Board | 672,244 | $6,638 萬 | 0.16% | −86,431−11.4% | 減碼 |
| Alta Capital Management LLC | 672,876 | $6,645 萬 | 3.78% | −33,177−4.7% | 減碼 |
| Wedge Capital Management L L P | 674,251 | $6,658 萬 | 1.19% | −161,139−19.3% | 減碼 |
| Select Equity Group, L.P. | 676,886 | $6,684 萬 | 0.28% | −244,759−26.6% | 減碼 |
| Royal London Asset Management Ltd | 706,286 | $6,975 萬 | 0.16% | −24,395−3.3% | 減碼 |
| Epoch Investment Partners, Inc. | 716,202 | $7,072 萬 | 0.37% | −49,852−6.5% | 減碼 |
| Benjamin Edwards Inc | 716,680 | $7,077 萬 | 0.90% | −23,028−3.1% | 減碼 |
| Summit Trail Advisors, LLC | 719,190 | $7,114 萬 | 1.22% | +719,190 | 新進 |
| Guinness Asset Management LTD | 724,311 | $7,151 萬 | 1.28% | −128,513−15.1% | 減碼 |
| US Bancorp | 726,354 | $7,173 萬 | 0.09% | +5,674+0.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 744,045 | $7,347 萬 | 0.17% | −77,700−9.5% | 減碼 |
| Zurich Insurance Group Ltd | 750,024 | $7,406 萬 | 0.57% | +715,024+2,042.9% | 加碼 |
| Nissay Asset Management Corp | 750,551 | $7,412 萬 | 0.43% | +24,595+3.4% | 加碼 |
| Mercer Global Advisors Inc | 761,515 | $7,520 萬 | 0.17% | +38,865+5.4% | 加碼 |
| Varenne Capital Partners | 773,745 | $7,641 萬 | 19.28% | +656,218+558.4% | 加碼 |
| Birch Hill Investment Advisors LLC | 775,352 | $7,657 萬 | 3.40% | −12,374−1.6% | 減碼 |
| Thrivent Financial for Lutherans | 782,215 | $7,714 萬 | 0.17% | −204,405−20.7% | 減碼 |
| AustralianSuper Pty Ltd | 788,740 | $7,789 萬 | 0.39% | +788,740 | 新進 |
| BNP Paribas Arbitrage, SA | 789,134 | $7,793 萬 | 0.06% | −2,924,644−78.8% | 減碼 |
| J. Stern & Co. LLP | 871,809 | $7,821 萬 | 6.68% | +26,690+3.2% | 加碼 |
| Country Trust Bank | 808,848 | $7,987 萬 | 1.79% | −126,299−13.5% | 減碼 |
| Captrust Financial Advisors | 816,418 | $8,062 萬 | 0.18% | −3,488−0.4% | 減碼 |
| Compass Capital Management, Inc | 837,713 | $8,272 萬 | 4.43% | −79,440−8.7% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 837,852 | $8,274 萬 | 0.07% | 00.0% | 不變 |
| Korea Investment CORP | 853,578 | $8,429 萬 | 0.19% | −68,049−7.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 853,720 | $8,430 萬 | 1.01% | −513−0.1% | 減碼 |
| USS Investment Management Ltd | 857,662 | $8,467 萬 | 0.53% | +608,483+244.2% | 加碼 |
| Aviva PLC | 857,641 | $8,469 萬 | 0.17% | +524,952+157.8% | 加碼 |
| New York State Teachers Retirement System | 896,380 | $8,852 萬 | 0.19% | +12,884+1.5% | 加碼 |
| Two Sigma Advisers, LP | 909,800 | $8,984 萬 | 0.18% | +909,800 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 910,162 | $8,988 萬 | 0.86% | −114,618−11.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 916,924 | $9,055 萬 | 0.06% | −1,060,006−53.6% | 減碼 |