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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 3 季與 2025 年第 2 季比較

持有 Amphenol Corp 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

APH 的 13F 持有人:2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數1,648201,829+201
股數11.6 億2,198 萬11.4 億−172.5 萬 (−0.2%)
市值$1,147 億$21.7 億$1,410 億+$285.3 億 (+25.4%)

20 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(285 家)

2025 年第 3 季季末持有 Amphenol Corp、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 285 家。

2025 年第 3 季新進 APH 的機構
機構股數市值佔組合 %
Lone Pine Capital LLC大師孤松資本3,023,231$3.74 億2.72%
Axiom Investors LLC2,971,135$3.68 億2.71%
Jennison Associates LLC2,326,847$2.88 億0.17%
AXA Investment Managers S.A.782,586$9,685 萬0.26%
Bridgewater Associates, LP735,263$9,099 萬0.36%
Cartenna Capital, LP675,000$8,353 萬4.36%
Credit Agricole S A433,114$5,360 萬0.18%
Freestone Grove Partners LP380,148$4,704 萬0.35%
MetLife Investment Management359,774$4,452 萬0.21%
Kepler Cheuvreux (Suisse) SA351,385$4,348 萬2.34%
Main Street Research LLC297,311$3,679 萬1.99%
Munich Reinsurance Co Stock Corp in Munich267,071$3,305 萬0.83%
CCLA Investment Management Ltd243,876$3,018 萬0.48%
Capital International Inc200,803$2,485 萬0.20%
Capitolis Liquid Global Markets LLC200,000$2,475 萬0.20%
Rakuten Investment Management, Inc.87,926$2,409 萬0.09%
CIBC Bancorp USA Inc.168,039$2,079 萬0.13%
Woodline Partners LP116,405$1,441 萬0.07%
First Citizens Bank & Trust Co101,166$1,252 萬0.27%
Virginia Retirement Systems Et Al83,800$1,037 萬0.07%
Capital International Sarl82,440$1,020 萬0.18%
Triglav Skladi, D.O.O.82,300$1,018 萬0.67%
Aware Super Pty Ltd as trustee of Aware Super72,358$895.4 萬0.12%
Waratah Capital Advisors Ltd.70,934$877.8 萬0.60%
Progressive Investment Management Corp70,514$872.6 萬2.12%
Ithaka Group LLC56,107$694.3 萬1.19%
Parallax Volatility Advisers, L.P.56,011$693.1 萬0.20%
Badgley Phelps Wealth Managers, LLC55,045$681.2 萬0.14%
Graham Capital Management, L.P.52,656$651.6 萬0.24%
UBS Oconnor LLC50,000$618.8 萬0.19%
Thompson Siegel & Walmsley LLC49,000$606.4 萬0.10%
Capital International Ltd46,614$576.8 萬0.21%
Alcosta Capital Management, Inc.45,455$562.5 萬3.03%
Lee Johnson Capital Management, LLC44,803$554.4 萬1.84%
McKinley Carter Wealth Services, Inc.40,350$499.3 萬0.26%
Transamerica Financial Advisors, Inc.39,637$490.6 萬0.41%
Donaldson Capital Management, LLC38,720$479.2 萬0.15%
Group One Trading, L.P.36,950$457.3 萬0.14%
Sandler Capital Management36,508$451.8 萬1.66%
CAPROCK Group, Inc.39,800$433.3 萬0.11%
Jefferies Financial Group Inc.34,706$429.5 萬0.04%
Martingale Asset Management L P34,503$427.0 萬0.11%
Capital Fund Management S.A.33,950$420.1 萬0.04%
Connor, Clark & Lunn Investment Management Ltd.32,449$401.6 萬0.01%
Walleye Trading LLC31,503$389.8 萬0.06%
Estate Counselors, LLC30,955$383.1 萬0.33%
Community Financial Services Group, LLC30,258$374.5 萬0.69%
Patton Albertson Miller Group, LLC28,109$347.8 萬0.42%
Night Squared LP28,036$346.9 萬1.25%
Covalis Capital LLP27,740$343.3 萬0.40%
Maridea Wealth Management LLC25,015$319.4 萬0.50%
Shilanski & Associates, Inc.24,649$305.0 萬0.81%
Dark Forest Capital Management LP23,780$294.3 萬0.11%
Bridgeway Capital Management, LLC22,900$283.4 萬0.06%
Gallo Partners, LP21,885$270.8 萬2.04%
Seascape Capital Management20,911$258.8 萬0.74%
Y-Intercept (Hong Kong) Ltd20,743$256.7 萬0.06%
WT Asset Management Ltd20,000$247.5 萬0.11%
Andra AP-fonden18,880$233.6 萬0.03%
SIR Capital Management, L.P.18,800$232.7 萬0.21%
Paragon Advisors, LLC18,679$231.2 萬0.60%
Steel Peak Wealth Management LLC18,255$226.2 萬0.08%
Neo Ivy Capital Management17,822$220.5 萬0.54%
SHUTTLEWORTH & Co17,812$220.4 萬2.00%
Capital Group Private Client Services, Inc.17,708$219.1 萬0.04%
Hudson Canyon Capital Management14,575$206.3 萬1.18%
Silvant Capital Management LLC16,211$200.6 萬0.07%
Dymon Asia Capital (Singapore) Pte. Ltd.16,148$199.8 萬0.80%
Win Advisors, Inc13,712$169.7 萬0.83%
Legacy Advisors, LLC12,891$159.8 萬0.20%
Scratch Capital LLC12,896$159.6 萬1.05%
National Wealth Management Group, LLC12,506$154.8 萬0.58%
HITE Hedge Asset Management LLC12,381$153.2 萬0.08%
Triasima Portfolio Management inc.11,378$140.8 萬0.21%
Intact Investment Management Inc.11,090$137.2 萬0.04%
Fischer Financial Services, Inc.10,980$135.9 萬0.37%
Campbell & CO Investment Adviser LLC10,868$134.5 萬0.10%
Trust Point Inc.10,556$130.6 萬0.11%
Legacy Wealth Asset Management, LLC10,461$129.5 萬0.31%
Grantham, Mayo, Van Otterloo & Co. LLC10,261$127.0 萬0.00%
Cadinha & Co LLC9,745$120.6 萬0.16%
EFG Asset Management (North America) Corp.9,665$119.6 萬0.15%
Requisite Capital Management, LLC9,557$118.3 萬0.20%
Capital Group Investment Management Pte. Ltd.9,533$118.0 萬0.20%
Rede Wealth, LLC9,459$117.2 萬0.92%
WBI Investments9,310$115.2 萬0.29%
Quest Investment Management LLC8,478$104.9 萬0.11%
Crewe Advisors LLC8,445$104.5 萬0.10%
Arcus Capital Partners, LLC7,761$96.0 萬0.42%
Benchmark Investment Advisors LLC7,445$92.1 萬0.54%
USA Financial Portformulas Corp7,442$92.1 萬0.16%
Patriot Financial Group Insurance Agency, LLC7,434$92.0 萬0.12%
JSF Financial, LLC7,233$89.5 萬0.20%
Fishman Jay A Ltd7,000$86.6 萬0.07%
Caxton Associates LLP6,754$83.6 萬0.02%
Total Clarity Wealth Management, Inc.6,170$76.4 萬0.20%
Ashton Thomas Securities, LLC5,881$72.8 萬0.10%
Ausdal Financial Partners, Inc.5,428$67.2 萬0.03%
Polar Asset Management Partners Inc.5,411$67.0 萬0.01%
Winton Group Ltd5,365$66.4 萬0.02%

清倉機構(84 家)

2025 年第 2 季季末持有 Amphenol Corp、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 APH 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Worldquant Millennium Advisors LLC1,068,185$1.05 億
Cubist Systematic Strategies, LLC670,468$6,621 萬
AXA S.A.413,050$4,079 萬
Alyeska Investment Group, L.P.412,788$4,076 萬
Senator Investment Group LP360,165$3,557 萬
Natixis325,902$3,218 萬
Point72 Hong Kong Ltd201,720$1,992 萬
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.163,756$1,617 萬
Point72 (DIFC) Ltd133,455$1,318 萬
Temasek Holdings (Private) Ltd96,080$948.8 萬
Quadrature Capital Ltd84,693$836.3 萬
NWK Group, Inc.69,124$682.6 萬
Trexquant Investment LP66,714$658.8 萬
Bayesian Capital Management, LP57,630$569.1 萬
Benson Investment Management Company, Inc.50,099$494.7 萬
CloudAlpha Capital Management Limited/Hong Kong41,400$408.8 萬
BLI - Banque de Luxembourg Investments32,200$314.4 萬
Fox Run Management, L.L.C.20,787$205.3 萬
Wasatch Advisors Inc20,377$201.2 萬
Caption Management, LLC20,000$197.5 萬
Phoenix Holdings Ltd.17,265$170.3 萬
Soundwatch Capital LLC1,612,402$163.1 萬
Promus Capital, LLC16,266$160.6 萬
Keystone Investors Pte Ltd15,295$151.0 萬
Retireful, LLC14,709$145.3 萬
Picton Mahoney Asset Management14,146$139.6 萬
FNY Investment Advisers, LLC13,465$132.9 萬
Stevens Capital Management LP13,398$132.3 萬
ICONIQ Capital, LLC12,183$120.3 萬
Walleye Capital LLC11,140$110.0 萬
Qsemble Capital Management, LP10,984$108.5 萬
Inceptionr LLC9,220$91.0 萬
Scientech Research LLC9,123$90.1 萬
Magnetar Financial LLC9,037$89.2 萬
Eqis Capital Management, Inc.8,226$81.2 萬
Bryce Point Capital, LLC7,864$77.7 萬
Waterford Advisors, LLC144,576$62.1 萬
John G Ullman & Associates Inc5,775$57.0 萬
Financial Advocates Investment Management5,526$54.6 萬
SCS Capital Management LLC5,523$54.5 萬
Alpine Global Management, LLC5,372$53.0 萬
united american securities inc. (d/b/a uas asset management)5,000$49.4 萬
Hibernia Wealth Partners, LLC4,270$42.2 萬
Sargent Investment Group, LLC3,790$41.5 萬
EHP Funds Inc.4,000$39.5 萬
Whitaker-Myers Wealth Managers, LTD.3,795$37.5 萬
Versor Investments LP3,733$36.9 萬
MBB Public Markets I LLC3,658$36.1 萬
FFT Wealth Management LLC2,928$31.8 萬
Trust Investment Advisors3,161$31.2 萬
Inspirion Wealth Advisors, LLC2,800$27.6 萬
Diametric Capital, LP2,755$27.2 萬
Swan Global Investments, LLC2,725$26.9 萬
Westwood Holdings Group Inc.2,693$26.6 萬
Wexford Capital LP2,555$25.2 萬
Cottonwood Capital Advisors, LLC2,553$25.2 萬
One Day In July LLC2,288$22.6 萬
TCG Advisory Services, LLC2,174$21.5 萬
BCS Wealth Management2,027$20.0 萬
Twin Peaks Wealth Advisors, LLC1,341$15.0 萬
Ofi Invest Asset Management1,572$13.2 萬
Horizon Bancorp Inc1,000$9.90 萬
Atticus Wealth Management, LLC966$9.54 萬
NewSquare Capital LLC797$7.87 萬
Whipplewood Advisors, LLC723$7.14 萬
Sierra Ocean, LLC376$3.72 萬
Evolution Wealth Management Inc.310$3.06 萬
Beacon Capital Management, LLC284$2.81 萬
Riggs Asset Managment Co. Inc.252$2.49 萬
Opal Wealth Advisors, LLC252$2.49 萬
Traub Capital Management LLC170$1.68 萬
WealthTrak Capital Management LLC130$1.28 萬
GFG Capital, LLC98$9,677
Transce3nd, LLC85$8,394
Kimelman & Baird, LLC84$8,295
Bellwether Advisors, LLC60$5,925
Arrowpoint Investment Partners (Singapore) Pte. Ltd.40$3,954
HHM Wealth Advisors, LLC34$3,358
Total Investment Management Inc30$2,963
Stephens Consulting, LLC29$2,864
Longfellow Investment Management Co LLC20$1,975
Garde Capital, Inc.20$1,975
Wood Tarver Financial Group, LLC20$1,000
Blume Capital Management, Inc.9$889

尚未申報 2025 年第 3 季的機構(20 家)

2025 年第 2 季季末持有 Amphenol Corp、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 2 季持有 APH、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank21,308,798$21.0 億
EP Wealth Advisors, LLC251,624$2,485 萬
CIBC World Markets Corp152,305$1,504 萬
E Fund Management Co., Ltd.75,106$741.7 萬
Avantax Advisory Services, Inc.46,515$459.3 萬
J. W. Coons Advisors, LLC35,391$349.5 萬
Congress Wealth Management LLC31,858$314.6 萬
Atria Wealth Solutions, Inc.15,822$156.5 萬
SRN Advisors, LLC12,066$119.2 萬
First Horizon Advisors, Inc.9,170$90.6 萬
TFG Advisers LLC8,595$84.9 萬
Wambolt & Associates, LLC7,601$74.0 萬
Graypoint LLC5,984$59.1 萬
Atlas Capital Advisors LLC3,498$34.5 萬
Scott Marsh Financial, LLC3,316$32.7 萬
Montag & Caldwell, LLC3,134$30.3 萬
Forte Capital LLC2,732$27.0 萬
Omnitrust Wealth Management, Inc1,461$25.8 萬
Centricity Wealth Management, LLC1,600$15.8 萬
Parkworth Wealth Management, Inc.35$3,456