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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 1,481,171 | $1.46 億 | 0.26% | +124,034+9.1% | 加碼 |
| Davis R M Inc | 1,474,242 | $1.46 億 | 2.70% | −490.0% | 減碼 |
| Impax Asset Management Group plc | 1,459,135 | $1.44 億 | 0.83% | −492,130−25.2% | 減碼 |
| Chilton Investment Co LLC | 1,451,424 | $1.43 億 | 3.18% | +69,737+5.0% | 加碼 |
| Harding Loevner LP | 1,443,477 | $1.43 億 | 0.96% | +27,036+1.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,351,900 | $1.34 億 | 0.33% | +66,823+5.2% | 加碼 |
| NZS Capital, LLC | 1,322,943 | $1.31 億 | 4.44% | −52,952−3.8% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,312,680 | $1.30 億 | 0.23% | −175,041−11.8% | 減碼 |
| APG Asset Management N.V. | 1,524,865 | $1.28 億 | 0.38% | +138,462+10.0% | 加碼 |
| Schroder Investment Management Group | 1,297,249 | $1.28 億 | 0.11% | +183,641+16.5% | 加碼 |
| Tandem Investment Advisors, Inc. | 1,295,423 | $1.28 億 | 4.48% | −301,709−18.9% | 減碼 |
| Point72 Asset Management, L.P. | 1,293,931 | $1.28 億 | 0.30% | +1,293,931 | 新進 |
| The PNC Financial Services Group, Inc. | 1,252,682 | $1.24 億 | 0.08% | −7,262−0.6% | 減碼 |
| First Trust Advisors LP | 1,231,343 | $1.22 億 | 0.10% | −69,536−5.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,212,268 | $1.20 億 | 0.21% | +17,620+1.5% | 加碼 |
| Marshall Wace, LLP | 1,200,000 | $1.19 億 | 0.14% | +1,200,000 | 新進 |
| Port Capital LLC | 1,171,767 | $1.16 億 | 4.92% | −105,590−8.3% | 減碼 |
| Balyasny Asset Management LLC | 1,134,453 | $1.12 億 | 0.25% | +540,723+91.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 1,133,613 | $1.12 億 | 0.24% | −701,538−38.2% | 減碼 |
| SEI Investments Co | 1,130,122 | $1.12 億 | 0.13% | +40,723+3.7% | 加碼 |
| Johnson Investment Counsel Inc | 1,129,510 | $1.12 億 | 1.00% | −37,986−3.3% | 減碼 |
| Nordea Investment Management AB | 1,131,809 | $1.11 億 | 0.10% | +1,034,935+1,068.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,118,670 | $1.10 億 | 0.10% | +37,220+3.4% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,100,420 | $1.09 億 | 0.18% | −272,400−19.8% | 減碼 |
| Great West Life Assurance Co | 1,089,800 | $1.08 億 | 0.17% | +28,215+2.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,086,445 | $1.06 億 | 0.19% | +16,526+1.5% | 加碼 |
| Man Group plc | 1,069,905 | $1.06 億 | 0.23% | −1,037,225−49.2% | 減碼 |
| Worldquant Millennium Advisors LLC | 1,068,185 | $1.05 億 | 0.52% | +113,273+11.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,076,274 | $1.05 億 | 0.18% | −50,772−4.5% | 減碼 |
| National Bank of Canada | 1,054,537 | $1.04 億 | 0.11% | −791,318−42.9% | 減碼 |
| Baird Financial Group, Inc. | 1,052,532 | $1.04 億 | 0.18% | +64,252+6.5% | 加碼 |
| Bradley Foster & Sargent Inc | 1,030,697 | $1.02 億 | 1.59% | −6,147−0.6% | 減碼 |
| Fiera Capital Corp | 1,026,020 | $1.01 億 | 0.34% | +45,256+4.6% | 加碼 |
| Russell Investments Group, Ltd. | 1,021,832 | $1.01 億 | 0.13% | −601,433−37.1% | 減碼 |
| Cookson Peirce & Co Inc | 1,006,250 | $9,937 萬 | 4.37% | −21,001−2.0% | 減碼 |
| QRG Capital Management, Inc. | 999,014 | $9,865 萬 | 0.86% | +41,428+4.3% | 加碼 |
| Manning & Napier Advisors LLC | 990,350 | $9,780 萬 | 1.17% | +990,350 | 新進 |
| Keybank National Association | 984,751 | $9,724 萬 | 0.36% | −114,374−10.4% | 減碼 |
| Standard Life Aberdeen plc | 982,830 | $9,705 萬 | 0.17% | +40,967+4.3% | 加碼 |
| Resona Asset Management Co.,Ltd. | 963,726 | $9,491 萬 | 0.46% | −149,241−13.4% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 960,846 | $9,488 萬 | 6.88% | −121,544−11.2% | 減碼 |
| Canada Pension Plan Investment Board | 947,346 | $9,355 萬 | 0.08% | −319,188−25.2% | 減碼 |
| Analog Century Management LP | 942,861 | $9,311 萬 | 5.46% | −234,206−19.9% | 減碼 |
| Sands Capital Management, LLC | 940,121 | $9,284 萬 | 0.27% | +10,969+1.2% | 加碼 |
| Prudential Financial Inc | 932,218 | $9,206 萬 | 0.12% | +286,027+44.3% | 加碼 |
| LPL Financial LLC | 924,954 | $9,134 萬 | 0.03% | +134,114+17.0% | 加碼 |
| Lazard Freres Gestion S.A.S. | 918,649 | $9,072 萬 | 1.89% | −67,797−6.9% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 917,834 | $9,064 萬 | 3.50% | −49,278−5.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 916,924 | $9,055 萬 | 0.06% | −1,060,006−53.6% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 910,162 | $8,988 萬 | 0.86% | −114,618−11.2% | 減碼 |
| Two Sigma Advisers, LP | 909,800 | $8,984 萬 | 0.18% | +909,800 | 新進 |
| New York State Teachers Retirement System | 896,380 | $8,852 萬 | 0.19% | +12,884+1.5% | 加碼 |
| Aviva PLC | 857,641 | $8,469 萬 | 0.17% | +524,952+157.8% | 加碼 |
| USS Investment Management Ltd | 857,662 | $8,467 萬 | 0.53% | +608,483+244.2% | 加碼 |
| Williams Jones Wealth Management, LLC. | 853,720 | $8,430 萬 | 1.01% | −513−0.1% | 減碼 |
| Korea Investment CORP | 853,578 | $8,429 萬 | 0.19% | −68,049−7.4% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 837,852 | $8,274 萬 | 0.07% | 00.0% | 不變 |
| Compass Capital Management, Inc | 837,713 | $8,272 萬 | 4.43% | −79,440−8.7% | 減碼 |
| Captrust Financial Advisors | 816,418 | $8,062 萬 | 0.18% | −3,488−0.4% | 減碼 |
| Country Trust Bank | 808,848 | $7,987 萬 | 1.79% | −126,299−13.5% | 減碼 |
| J. Stern & Co. LLP | 871,809 | $7,821 萬 | 6.68% | +26,690+3.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 789,134 | $7,793 萬 | 0.06% | −2,924,644−78.8% | 減碼 |
| AustralianSuper Pty Ltd | 788,740 | $7,789 萬 | 0.39% | +788,740 | 新進 |
| Thrivent Financial for Lutherans | 782,215 | $7,714 萬 | 0.17% | −204,405−20.7% | 減碼 |
| Birch Hill Investment Advisors LLC | 775,352 | $7,657 萬 | 3.40% | −12,374−1.6% | 減碼 |
| Varenne Capital Partners | 773,745 | $7,641 萬 | 19.28% | +656,218+558.4% | 加碼 |
| Mercer Global Advisors Inc | 761,515 | $7,520 萬 | 0.17% | +38,865+5.4% | 加碼 |
| Nissay Asset Management Corp | 750,551 | $7,412 萬 | 0.43% | +24,595+3.4% | 加碼 |
| Zurich Insurance Group Ltd | 750,024 | $7,406 萬 | 0.57% | +715,024+2,042.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 744,045 | $7,347 萬 | 0.17% | −77,700−9.5% | 減碼 |
| US Bancorp | 726,354 | $7,173 萬 | 0.09% | +5,674+0.8% | 加碼 |
| Guinness Asset Management LTD | 724,311 | $7,151 萬 | 1.28% | −128,513−15.1% | 減碼 |
| Summit Trail Advisors, LLC | 719,190 | $7,114 萬 | 1.22% | +719,190 | 新進 |
| Benjamin Edwards Inc | 716,680 | $7,077 萬 | 0.90% | −23,028−3.1% | 減碼 |
| Epoch Investment Partners, Inc. | 716,202 | $7,072 萬 | 0.37% | −49,852−6.5% | 減碼 |
| Royal London Asset Management Ltd | 706,286 | $6,975 萬 | 0.16% | −24,395−3.3% | 減碼 |
| Select Equity Group, L.P. | 676,886 | $6,684 萬 | 0.28% | −244,759−26.6% | 減碼 |
| Wedge Capital Management L L P | 674,251 | $6,658 萬 | 1.19% | −161,139−19.3% | 減碼 |
| Alta Capital Management LLC | 672,876 | $6,645 萬 | 3.78% | −33,177−4.7% | 減碼 |
| State of Wisconsin Investment Board | 672,244 | $6,638 萬 | 0.16% | −86,431−11.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 670,468 | $6,621 萬 | 0.72% | +670,468 | 新進 |
| Howland Capital Management LLC | 667,628 | $6,604 萬 | 2.69% | −11,055−1.6% | 減碼 |
| Gillespie Robinson & Grimm Inc | 648,779 | $6,407 萬 | 4.76% | −32,573−4.8% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 639,168 | $6,312 萬 | 0.18% | +3,780+0.6% | 加碼 |
| Sandhill Capital Partners LLC | 638,691 | $6,307 萬 | 4.53% | +2,368+0.4% | 加碼 |
| Toronto Dominion Bank | 635,474 | $6,276 萬 | 0.13% | +101,889+19.1% | 加碼 |
| Palisade Capital Management LLC | 631,649 | $6,238 萬 | 1.77% | −23,433−3.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 628,421 | $6,206 萬 | 0.47% | +520,201+480.7% | 加碼 |
| Teacher Retirement System of Texas | 624,099 | $6,163 萬 | 0.26% | −223,428−26.4% | 減碼 |
| Dundas Partners LLP | 617,382 | $6,097 萬 | 4.24% | 00.0% | 不變 |
| Foster Dykema Cabot & Partners, LLC | 606,215 | $5,996 萬 | 4.22% | −2,980−0.5% | 減碼 |
| Ensign Peak Advisors, Inc | 606,921 | $5,993 萬 | 0.10% | +30,693+5.3% | 加碼 |
| M.D. Sass Investors Services, Inc. | 604,798 | $5,972 萬 | 4.81% | −440,568−42.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 593,997 | $5,866 萬 | 0.09% | −261,865−30.6% | 減碼 |
| CI Private Wealth, LLC | 592,072 | $5,847 萬 | 0.08% | +51,218+9.5% | 加碼 |
| Creative Planning | 572,301 | $5,651 萬 | 0.05% | +53,437+10.3% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 569,812 | $5,627 萬 | 2.81% | −33,216−5.5% | 減碼 |
| Mariner, LLC | 569,857 | $5,627 萬 | 0.08% | +295,229+107.5% | 加碼 |
| Public Employees Retirement System of Ohio | 567,640 | $5,605 萬 | 0.19% | +22,915+4.2% | 加碼 |
| Treasurer of the State of North Carolina | 563,266 | $5,562 萬 | 0.18% | +22,540+4.2% | 加碼 |