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 |
|---|---|---|---|---|---|
| JustInvest LLC | 238,817 | $2,375 萬 | 0.27% | +52,210+28.0% | 加碼 |
| Kames Capital plc | 236,913 | $2,339 萬 | 0.30% | +14,849+6.7% | 加碼 |
| M&T Bank Corp | 235,401 | $2,325 萬 | 0.08% | −6,915−2.9% | 減碼 |
| UniSuper Management Pty Ltd | 233,267 | $2,304 萬 | 0.15% | −12,126−4.9% | 減碼 |
| HFR Wealth Management, LLC | 231,448 | $2,286 萬 | 5.52% | −528−0.2% | 減碼 |
| Baker Chad R | 230,339 | $2,275 萬 | 4.23% | −1,146−0.5% | 減碼 |
| HighTower Advisors, LLC | 228,427 | $2,256 萬 | 0.03% | −6,060−2.6% | 減碼 |
| Qube Research & Technologies Ltd | 227,312 | $2,245 萬 | 0.03% | −642,256−73.9% | 減碼 |
| IFM Investors Pty Ltd | 227,088 | $2,242 萬 | 0.21% | +15,182+7.2% | 加碼 |
| First Foundation Advisors | 226,267 | $2,234 萬 | 0.83% | −21,754−8.8% | 減碼 |
| United Capital Financial Advisers, LLC | 226,074 | $2,232 萬 | 0.18% | −13,209−5.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 224,425 | $2,216 萬 | 0.62% | −953−0.4% | 減碼 |
| Cetera Investment Advisers | 222,390 | $2,196 萬 | 0.04% | +18,331+9.0% | 加碼 |
| Daiwa Securities Group Inc. | 222,292 | $2,195 萬 | 0.08% | −96,432−30.3% | 減碼 |
| Liontrust Investment Partners LLP | 220,047 | $2,173 萬 | 0.31% | −343,335−60.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 219,769 | $2,170 萬 | 0.29% | −7,967−3.5% | 減碼 |
| Generate Investment Management Ltd | 217,901 | $2,152 萬 | 1.19% | −260,071−54.4% | 減碼 |
| Mediolanum International Funds Ltd | 214,052 | $2,091 萬 | 0.25% | +161,694+308.8% | 加碼 |
| Van Eck Associates Corp | 211,504 | $2,089 萬 | 0.02% | −14,306−6.3% | 減碼 |
| Bridges Investment Management Inc | 211,446 | $2,088 萬 | 0.28% | −5,709−2.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 210,997 | $2,084 萬 | 0.14% | +56,972+37.0% | 加碼 |
| Motco | 194,770 | $2,074 萬 | 1.99% | −7,901−3.9% | 減碼 |
| Burney Co | 207,792 | $2,052 萬 | 0.69% | −1,289−0.6% | 減碼 |
| Oak Associates, Ltd | 206,424 | $2,038 萬 | 1.33% | +20,000+10.7% | 加碼 |
| Verition Fund Management LLC | 205,817 | $2,032 萬 | 0.12% | +99,364+93.3% | 加碼 |
| Pinebridge Investments, L.P. | 204,148 | $2,016 萬 | 0.16% | −281,619−58.0% | 減碼 |
| Point72 Hong Kong Ltd | 201,720 | $1,992 萬 | 1.38% | +201,720 | 新進 |
| Addenda Capital Inc. | 200,224 | $1,980 萬 | 0.71% | −799−0.4% | 減碼 |
| LTS One Management LP | 200,000 | $1,975 萬 | 4.77% | +2,500+1.3% | 加碼 |
| Mutual of America Capital Management LLC | 199,417 | $1,969 萬 | 0.21% | +1,981+1.0% | 加碼 |
| ExodusPoint Capital Management, LP | 197,970 | $1,955 萬 | 0.24% | +197,970 | 新進 |
| Chesley Taft & Associates LLC | 197,468 | $1,950 萬 | 0.87% | −3,955−2.0% | 減碼 |
| Tredje AP-fonden | 197,322 | $1,949 萬 | 0.16% | +100,000+102.8% | 加碼 |
| Utah Retirement Systems | 195,895 | $1,934 萬 | 0.20% | +411+0.2% | 加碼 |
| Gotham Asset Management, LLC | 195,860 | $1,934 萬 | 0.12% | +15,966+8.9% | 加碼 |
| Lyell Wealth Management, LP | 195,573 | $1,931 萬 | 1.53% | +5,504+2.9% | 加碼 |
| Braun Stacey Associates Inc | 194,426 | $1,920 萬 | 0.69% | +194,426 | 新進 |
| Varma Mutual Pension Insurance Co | 193,139 | $1,907 萬 | 0.14% | −34,800−15.3% | 減碼 |
| First Manhattan Co | 192,518 | $1,904 萬 | 0.05% | +6,000+3.2% | 加碼 |
| Banco Santander, S.A. | 192,272 | $1,899 萬 | 0.18% | +173+0.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 192,054 | $1,897 萬 | 0.08% | −385,750−66.8% | 減碼 |
| British Columbia Investment Management Corp | 190,680 | $1,883 萬 | 0.11% | −39,878−17.3% | 減碼 |
| CIBC Asset Management Inc | 186,609 | $1,843 萬 | 0.06% | −20,327−9.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 186,412 | $1,840 萬 | 0.04% | +17,429+10.3% | 加碼 |
| Azimuth Capital Investment Management LLC | 184,999 | $1,827 萬 | 0.68% | −154,993−45.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 183,036 | $1,807 萬 | 0.17% | +10,905+6.3% | 加碼 |
| Perennial Advisors, LLC | 178,107 | $1,759 萬 | 3.27% | −4,054−2.2% | 減碼 |
| Cabot Wealth Management Inc | 176,571 | $1,744 萬 | 2.07% | +1,912+1.1% | 加碼 |
| Zeno Equity Partners LLP | 176,195 | $1,742 萬 | 7.51% | +12,016+7.3% | 加碼 |
| Zevenbergen Capital Investments LLC | 175,790 | $1,736 萬 | 0.34% | −220−0.1% | 減碼 |
| Advisors Asset Management, Inc. | 175,617 | $1,734 萬 | 0.31% | −3,580−2.0% | 減碼 |
| Covea Finance | 175,528 | $1,733 萬 | 0.64% | −10,456−5.6% | 減碼 |
| Brant Point Investment Management LLC | 174,884 | $1,727 萬 | 3.93% | −5,306−2.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 171,214 | $1,691 萬 | 0.06% | −23,983−12.3% | 減碼 |
| Kanawha Capital Management LLC | 170,445 | $1,683 萬 | 1.25% | +3,278+2.0% | 加碼 |
| Pathstone Holdings, LLC | 167,459 | $1,677 萬 | 0.07% | −14,989−8.2% | 減碼 |
| Shelton Capital Management | 167,301 | $1,652 萬 | 0.38% | +27,974+20.1% | 加碼 |
| Fred Alger Management, LLC | 166,489 | $1,647 萬 | 0.07% | −31,410−15.9% | 減碼 |
| Penobscot Investment Management Company, Inc. | 166,341 | $1,643 萬 | 1.40% | +3,099+1.9% | 加碼 |
| Talos Asset Management LP | 166,300 | $1,642 萬 | 3.93% | +92,300+124.7% | 加碼 |
| Clough Capital Partners L P | 165,000 | $1,629 萬 | 1.63% | 00.0% | 不變 |
| New York Life Investment Management LLC | 164,472 | $1,624 萬 | 0.15% | +2,535+1.6% | 加碼 |
| Albion Financial Group | 163,857 | $1,618 萬 | 1.06% | +4,564+2.9% | 加碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 163,756 | $1,617 萬 | 1.91% | −500.0% | 減碼 |
| Oddo BHF Asset Management SAS | 162,192 | $1,602 萬 | 0.61% | −6,879−4.1% | 減碼 |
| Union Heritage Capital, LLC | 160,890 | $1,589 萬 | 5.53% | 00.0% | 不變 |
| Flputnam Investment Management Co | 160,178 | $1,582 萬 | 0.27% | +19,470+13.8% | 加碼 |
| Marsico Capital Management LLC | 159,678 | $1,577 萬 | 0.43% | 00.0% | 不變 |
| Colony Group, LLC | 159,617 | $1,576 萬 | 0.03% | +2,464+1.6% | 加碼 |
| LMR Partners LLP | 159,419 | $1,574 萬 | 0.25% | −230,710−59.1% | 減碼 |
| Yousif Capital Management, LLC | 157,979 | $1,560 萬 | 0.17% | −4,666−2.9% | 減碼 |
| MUFG Securities EMEA plc | 157,568 | $1,556 萬 | 0.71% | +3,569+2.3% | 加碼 |
| Copeland Capital Management, LLC | 156,512 | $1,546 萬 | 0.32% | −3,631−2.3% | 減碼 |
| Hendley & Co Inc | 156,333 | $1,544 萬 | 5.39% | −1,427−0.9% | 減碼 |
| Wealthfront Advisers LLC | 154,864 | $1,529 萬 | 0.04% | +11,108+7.7% | 加碼 |
| CIBC World Markets Corp | 152,305 | $1,504 萬 | 0.10% | +6,474+4.4% | 加碼 |
| NEOS Investment Management LLC | 152,218 | $1,503 萬 | 0.19% | +32,546+27.2% | 加碼 |
| CWM Advisors, LLC | 149,458 | $1,476 萬 | 1.61% | +6,377+4.5% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 149,180 | $1,475 萬 | 0.65% | −9,850−6.2% | 減碼 |
| Segment Wealth Management, LLC | 148,967 | $1,471 萬 | 0.93% | −2,904−1.9% | 減碼 |
| MML Investors Services, LLC | 145,771 | $1,440 萬 | 0.04% | +24,790+20.5% | 加碼 |
| Ayrshire Capital Management LLC | 144,986 | $1,432 萬 | 6.87% | −3,397−2.3% | 減碼 |
| Ravenstone Capital Management Inc. | 144,665 | $1,429 萬 | 7.50% | −9,140−5.9% | 減碼 |
| Brinker Capital Investments, LLC | 143,222 | $1,414 萬 | 0.12% | −1,270−0.9% | 減碼 |
| SlateStone Wealth, LLC | 143,062 | $1,413 萬 | 1.32% | 00.0% | 不變 |
| Voleon Capital Management LP | 142,695 | $1,409 萬 | 0.77% | +33,777+31.0% | 加碼 |
| Busey Wealth Management | 140,485 | $1,387 萬 | 0.42% | +140,485 | 新進 |
| Thames Capital Management LLC | 140,206 | $1,385 萬 | 3.14% | 00.0% | 不變 |
| Shell Asset Management Co | 139,290 | $1,376 萬 | 0.47% | −8,542−5.8% | 減碼 |
| Commerce Bank | 138,807 | $1,371 萬 | 0.08% | −34,016−19.7% | 減碼 |
| CTF Capital Management, LP | 138,700 | $1,370 萬 | 8.11% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 137,495 | $1,358 萬 | 1.05% | −342−0.2% | 減碼 |
| Carderock Capital Management Inc | 137,281 | $1,356 萬 | 3.47% | −18,784−12.0% | 減碼 |
| Fifth Third Bancorp | 136,405 | $1,347 萬 | 0.05% | +17,430+14.7% | 加碼 |
| State of Alaska, Department of Revenue | 135,926 | $1,342 萬 | 0.14% | −5,920−4.2% | 減碼 |
| Kempen Capital Management N.V. | 135,089 | $1,334 萬 | 0.13% | −18,467−12.0% | 減碼 |
| Point72 (DIFC) Ltd | 133,455 | $1,318 萬 | 1.05% | +133,455 | 新進 |
| GDS Wealth Management | 132,616 | $1,310 萬 | 0.96% | +64,337+94.2% | 加碼 |
| Baker Avenue Asset Management, LP | 131,875 | $1,302 萬 | 0.37% | −8,369−6.0% | 減碼 |
| Callan Family Office, LLC | 130,486 | $1,289 萬 | 0.41% | +37,258+40.0% | 加碼 |