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 |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 555,966 | $5,490 萬 | 1.38% | +511,680+1,155.4% | 加碼 |
| Logan Capital Management Inc | 545,809 | $5,390 萬 | 2.51% | −26,489−4.6% | 減碼 |
| Norinchukin Bank, The | 539,607 | $5,329 萬 | 0.79% | −150,073−21.8% | 減碼 |
| KBC Group NV | 538,170 | $5,314 萬 | 0.14% | +12,785+2.4% | 加碼 |
| Pictet Asset Management Holding SA | 536,012 | $5,293 萬 | 0.05% | −9,681−1.8% | 減碼 |
| Nisa Investment Advisors, LLC | 531,445 | $5,257 萬 | 0.24% | +57,043+12.0% | 加碼 |
| Asset Management One Co.,Ltd. | 525,549 | $5,190 萬 | 0.16% | −6,160−1.2% | 減碼 |
| Ossiam | 521,124 | $5,146 萬 | 0.58% | +471,833+957.2% | 加碼 |
| Geneva Capital Management LLC | 517,424 | $5,110 萬 | 0.86% | −108,087−17.3% | 減碼 |
| DnB Asset Management AS | 515,093 | $5,087 萬 | 0.21% | −73,656−12.5% | 減碼 |
| Roffman Miller Associates Inc | 512,393 | $5,060 萬 | 3.02% | −4,748−0.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 506,781 | $5,004 萬 | 0.05% | +941+0.2% | 加碼 |
| Frontier Capital Management Co LLC | 505,891 | $4,996 萬 | 0.46% | −103,867−17.0% | 減碼 |
| Rockefeller Capital Management L.P. | 474,682 | $4,688 萬 | 0.10% | +38,448+8.8% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 453,056 | $4,474 萬 | 0.31% | +9,700+2.2% | 加碼 |
| Campbell Newman Asset Management Inc | 449,521 | $4,439 萬 | 3.54% | +178,445+65.8% | 加碼 |
| Brevan Howard Capital Management LP | 449,345 | $4,437 萬 | 0.49% | +449,345 | 新進 |
| Crestwood Advisors Group LLC | 443,071 | $4,375 萬 | 0.78% | −1,296−0.3% | 減碼 |
| Tudor Investment Corp Et Al | 437,471 | $4,320 萬 | 0.33% | +437,471 | 新進 |
| KLP Kapitalforvaltning AS | 436,724 | $4,319 萬 | 0.19% | +25,700+6.3% | 加碼 |
| TimesSquare Capital Management, LLC | 430,582 | $4,252 萬 | 0.61% | −324,856−43.0% | 減碼 |
| Dudley & Shanley, Inc. | 428,000 | $4,227 萬 | 6.64% | −10,940−2.5% | 減碼 |
| Zacks Investment Management | 426,614 | $4,213 萬 | 0.36% | +329,872+341.0% | 加碼 |
| Mar Vista Investment Partners LLC | 423,195 | $4,179 萬 | 3.20% | +23,563+5.9% | 加碼 |
| Storebrand Asset Management AS | 420,502 | $4,152 萬 | 0.12% | −21,676−4.9% | 減碼 |
| Nomura Asset Management Co Ltd | 414,424 | $4,092 萬 | 0.11% | +43,113+11.6% | 加碼 |
| State of Michigan Retirement System | 414,274 | $4,091 萬 | 0.21% | −19,300−4.5% | 減碼 |
| AXA S.A. | 413,050 | $4,079 萬 | 0.12% | −262,043−38.8% | 減碼 |
| Alyeska Investment Group, L.P. | 412,788 | $4,076 萬 | 0.14% | +406,748+6,734.2% | 加碼 |
| McDaniel Terry & Co | 408,202 | $4,031 萬 | 3.30% | −1,257−0.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 407,098 | $4,020 萬 | 0.16% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 404,505 | $3,994 萬 | 0.06% | +178,411+78.9% | 加碼 |
| Jump Financial, LLC | 401,166 | $3,962 萬 | 0.49% | +401,166 | 新進 |
| Renaissance Group LLC | 400,799 | $3,958 萬 | 1.54% | −118,848−22.9% | 減碼 |
| Rafferty Asset Management, LLC | 399,473 | $3,945 萬 | 0.13% | +69,821+21.2% | 加碼 |
| Factory Mutual Insurance Co | 393,634 | $3,887 萬 | 0.42% | 00.0% | 不變 |
| Bank of Nova Scotia | 388,666 | $3,838 萬 | 0.08% | −244,132−38.6% | 減碼 |
| Weiss Asset Management LP | 386,812 | $3,820 萬 | 0.60% | +386,812 | 新進 |
| Amanah Holdings Trust | 382,716 | $3,779 萬 | 9.35% | +382,716 | 新進 |
| Umb Bank N A | 381,199 | $3,764 萬 | 0.59% | +51,056+15.5% | 加碼 |
| Farmers & Merchants Investments Inc | 380,088 | $3,753 萬 | 1.09% | −11,943−3.0% | 減碼 |
| Macquarie Group Ltd | 377,429 | $3,727 萬 | 0.05% | −31,619−7.7% | 減碼 |
| ProShare Advisors LLC | 364,457 | $3,599 萬 | 0.07% | +17,435+5.0% | 加碼 |
| Brown Advisory Inc | 362,374 | $3,578 萬 | 0.05% | −5,573−1.5% | 減碼 |
| STRS Ohio | 361,103 | $3,566 萬 | 0.13% | −1,668−0.5% | 減碼 |
| Senator Investment Group LP | 360,165 | $3,557 萬 | 1.37% | +360,165 | 新進 |
| Arizona State Retirement System | 354,256 | $3,498 萬 | 0.20% | −6,599−1.8% | 減碼 |
| Resources Management Corp | 353,157 | $3,487 萬 | 4.74% | −9,510−2.6% | 減碼 |
| Public Sector Pension Investment Board | 352,358 | $3,480 萬 | 0.15% | +163,940+87.0% | 加碼 |
| Aquatic Capital Management LLC | 352,161 | $3,478 萬 | 0.70% | +352,161 | 新進 |
| State of Tennessee, Treasury Department | 345,468 | $3,411 萬 | 0.12% | −497−0.1% | 減碼 |
| Noesis Capital Mangement Corp | 342,048 | $3,378 萬 | 5.87% | −6,527−1.9% | 減碼 |
| Fiduciary Trust Co | 339,665 | $3,354 萬 | 0.41% | −13,343−3.8% | 減碼 |
| Comerica Bank | 336,570 | $3,324 萬 | 0.13% | −13,730−3.9% | 減碼 |
| South Street Advisors LLC | 335,365 | $3,312 萬 | 4.91% | −7,787−2.3% | 減碼 |
| Quantbot Technologies LP | 335,313 | $3,311 萬 | 0.85% | +335,313 | 新進 |
| Confluence Investment Management LLC | 332,681 | $3,285 萬 | 0.46% | −17,106−4.9% | 減碼 |
| Dearborn Partners LLC | 331,976 | $3,278 萬 | 1.55% | −44,303−11.8% | 減碼 |
| JLB & Associates Inc | 329,890 | $3,258 萬 | 4.54% | −32,429−9.0% | 減碼 |
| Manitou Investment Management Ltd. | 329,681 | $3,256 萬 | 6.19% | −2,882−0.9% | 減碼 |
| Quantinno Capital Management LP | 327,691 | $3,236 萬 | 0.14% | +101,624+45.0% | 加碼 |
| Natixis | 325,902 | $3,218 萬 | 0.16% | +151,912+87.3% | 加碼 |
| ING Groep NV | 321,260 | $3,172 萬 | 0.19% | +174,518+118.9% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 320,764 | $3,168 萬 | 0.29% | −12,500−3.8% | 減碼 |
| Cresset Asset Management, LLC | 318,476 | $3,150 萬 | 0.16% | −31,022−8.9% | 減碼 |
| North Point Portfolio Managers Corp | 316,768 | $3,128 萬 | 5.37% | −70,665−18.2% | 減碼 |
| Calamos Advisors LLC | 306,608 | $3,028 萬 | 0.13% | 00.0% | 不變 |
| Stephens Inc | 301,718 | $2,979 萬 | 0.41% | −17,114−5.4% | 減碼 |
| Forsta Ap-Fonden | 298,700 | $2,950 萬 | 0.19% | +4,400+1.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 296,661 | $2,930 萬 | 0.15% | +19,702+7.1% | 加碼 |
| Czech National Bank | 295,669 | $2,920 萬 | 0.23% | +17,503+6.3% | 加碼 |
| Achmea Investment Management B.V. | 291,624 | $2,880 萬 | 0.37% | −2,040−0.7% | 減碼 |
| Xponance, Inc. | 290,385 | $2,868 萬 | 0.24% | +56,582+24.2% | 加碼 |
| Congress Asset Management Co | 288,556 | $2,849 萬 | 0.20% | −18,209−5.9% | 減碼 |
| Oribel Capital Management, LP | 288,100 | $2,845 萬 | 1.51% | +288,100 | 新進 |
| Gradient Investments LLC | 287,788 | $2,842 萬 | 0.52% | −38,905−11.9% | 減碼 |
| NorthCrest Asset Manangement, LLC | 284,842 | $2,833 萬 | 0.76% | −709−0.2% | 減碼 |
| Whittier Trust Co | 273,724 | $2,703 萬 | 0.33% | +13,812+5.3% | 加碼 |
| Jacobson & Schmitt Advisors, LLC | 272,381 | $2,690 萬 | 4.77% | +7,868+3.0% | 加碼 |
| Amalgamated Bank | 270,617 | $2,672 萬 | 0.21% | +17,198+6.8% | 加碼 |
| TCW Group Inc | 267,802 | $2,645 萬 | 0.21% | +380+0.1% | 加碼 |
| Empowered Funds, LLC | 266,460 | $2,631 萬 | 0.30% | +31,494+13.4% | 加碼 |
| North Star Asset Management Inc | 265,170 | $2,619 萬 | 1.11% | −1,086−0.4% | 減碼 |
| Ieq Capital, LLC | 264,807 | $2,615 萬 | 0.16% | +58,382+28.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 264,111 | $2,608 萬 | 0.24% | +3,162+1.2% | 加碼 |
| Swiss Life Asset Management Ltd | 263,921 | $2,606 萬 | 0.15% | +144,427+120.9% | 加碼 |
| Janney Montgomery Scott LLC | 262,743 | $2,595 萬 | 0.07% | −33,309−11.3% | 減碼 |
| Truist Financial Corp | 262,281 | $2,590 萬 | 0.04% | +16,031+6.5% | 加碼 |
| Community Trust & Investment Co | 261,234 | $2,580 萬 | 1.49% | −16,029−5.8% | 減碼 |
| Retirement Systems of Alabama | 259,556 | $2,563 萬 | 0.09% | −693−0.3% | 減碼 |
| Terry L. Blaker | 259,117 | $2,559 萬 | 0.99% | −2,417−0.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 258,130 | $2,549 萬 | 0.06% | +4,854+1.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 254,418 | $2,530 萬 | 0.04% | +10,653+4.4% | 加碼 |
| Cornerstone Capital, Inc. | 254,127 | $2,510 萬 | 2.62% | −6,340−2.4% | 減碼 |
| Harvey Investment Co LLC | 253,985 | $2,508 萬 | 2.76% | −7,350−2.8% | 減碼 |
| Jones Financial Companies LLLP | 256,451 | $2,506 萬 | 0.02% | +43,093+20.2% | 加碼 |
| First Long Island Investors, LLC | 252,841 | $2,497 萬 | 1.96% | +1,881+0.7% | 加碼 |
| EP Wealth Advisors, LLC | 251,624 | $2,485 萬 | 0.16% | +237,677+1,704.1% | 加碼 |
| CIBC World Markets Inc. | 248,900 | $2,458 萬 | 0.05% | +87,196+53.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 245,591 | $2,425 萬 | 0.28% | +1,869+0.8% | 加碼 |