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 3 季 13F 持有人
Amphenol Corp 在 2025/9/30 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
- 1,829
- 較 2025 年第 2 季 +201 家
- 持有股數
- 11.4 億
- 較 2025 年第 2 季 −172.5 萬 (−0.2%)
- 總市值
- $1,410 億
- 較 2025 年第 2 季 +$285.3 億 (+25.4%)
- 新進機構
- 285
- 另有 722 家加碼
- 清倉機構
- 84
- 另有 622 家減碼
另有 20 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Geneva Capital Management LLC | 407,236 | $5,040 萬 | 0.86% | −110,188−21.3% | 減碼 |
| TimesSquare Capital Management, LLC | 409,189 | $5,064 萬 | 0.72% | −21,393−5.0% | 減碼 |
| Campbell Newman Asset Management Inc | 409,910 | $5,073 萬 | 3.71% | −39,611−8.8% | 減碼 |
| Nomura Asset Management Co Ltd | 411,904 | $5,097 萬 | 0.13% | −2,520−0.6% | 減碼 |
| Rafferty Asset Management, LLC | 414,479 | $5,129 萬 | 0.17% | +15,006+3.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 414,801 | $5,133 萬 | 0.05% | −91,980−18.1% | 減碼 |
| State of Michigan Retirement System | 415,574 | $5,143 萬 | 0.25% | +1,300+0.3% | 加碼 |
| DnB Asset Management AS | 418,148 | $5,175 萬 | 0.19% | −96,945−18.8% | 減碼 |
| State of Tennessee, Treasury Department | 418,378 | $5,177 萬 | 0.17% | +72,910+21.1% | 加碼 |
| Two Sigma Advisers, LP | 420,800 | $5,207 萬 | 0.10% | −489,000−53.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 427,489 | $5,290 萬 | 0.19% | +20,391+5.0% | 加碼 |
| Credit Agricole S A | 433,114 | $5,360 萬 | 0.18% | +433,114 | 新進 |
| Crestwood Advisors Group LLC | 433,716 | $5,367 萬 | 0.91% | −9,355−2.1% | 減碼 |
| KLP Kapitalforvaltning AS | 437,824 | $5,424 萬 | 0.22% | +1,100+0.3% | 加碼 |
| Rockefeller Capital Management L.P. | 450,176 | $5,571 萬 | 0.11% | −24,506−5.2% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 461,956 | $5,717 萬 | 0.37% | +8,900+2.0% | 加碼 |
| Quantinno Capital Management LP | 473,500 | $5,860 萬 | 0.16% | +145,809+44.5% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 478,038 | $5,916 萬 | 9.26% | −482,808−50.2% | 減碼 |
| Roffman Miller Associates Inc | 492,478 | $6,094 萬 | 3.41% | −19,915−3.9% | 減碼 |
| Frontier Capital Management Co LLC | 495,116 | $6,127 萬 | 0.55% | −10,775−2.1% | 減碼 |
| Nisa Investment Advisors, LLC | 501,947 | $6,220 萬 | 0.24% | −29,498−5.6% | 減碼 |
| Zacks Investment Management | 518,951 | $6,422 萬 | 0.51% | +92,337+21.6% | 加碼 |
| Pictet Asset Management Holding SA | 521,369 | $6,452 萬 | 0.06% | −14,643−2.7% | 減碼 |
| Asset Management One Co.,Ltd. | 531,671 | $6,579 萬 | 0.19% | +6,122+1.2% | 加碼 |
| Treasurer of the State of North Carolina | 542,146 | $6,709 萬 | 0.21% | −21,120−3.7% | 減碼 |
| Palisade Capital Management LLC | 548,430 | $6,787 萬 | 1.84% | −83,219−13.2% | 減碼 |
| Guinness Asset Management LTD | 561,505 | $6,795 萬 | 1.08% | −162,806−22.5% | 減碼 |
| Gillespie Robinson & Grimm Inc | 552,257 | $6,834 萬 | 4.80% | −96,522−14.9% | 減碼 |
| STRS Ohio | 552,346 | $6,835 萬 | 0.25% | +191,243+53.0% | 加碼 |
| London Co of Virginia | 554,526 | $6,862 萬 | 0.38% | −1,489,280−72.9% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 557,282 | $6,896 萬 | 3.23% | −12,530−2.2% | 減碼 |
| Logan Capital Management Inc | 559,395 | $6,923 萬 | 2.92% | +13,586+2.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 577,962 | $7,152 萬 | 0.10% | −16,035−2.7% | 減碼 |
| Public Employees Retirement System of Ohio | 583,077 | $7,216 萬 | 0.23% | +15,437+2.7% | 加碼 |
| Wedge Capital Management L L P | 591,796 | $7,323 萬 | 1.24% | −82,455−12.2% | 減碼 |
| Varenne Capital Partners | 601,936 | $7,449 萬 | 15.72% | −171,809−22.2% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 601,421 | $7,452 萬 | 4.89% | −4,794−0.8% | 減碼 |
| Creative Planning | 603,005 | $7,462 萬 | 0.06% | +30,704+5.4% | 加碼 |
| Dundas Partners LLP | 606,161 | $7,501 萬 | 5.30% | −11,221−1.8% | 減碼 |
| Mariner, LLC | 613,078 | $7,587 萬 | 0.10% | +43,221+7.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 623,327 | $7,714 萬 | 0.21% | −15,841−2.5% | 減碼 |
| CI Private Wealth, LLC | 629,686 | $7,792 萬 | 0.12% | +37,614+6.4% | 加碼 |
| Manning & Napier Advisors LLC | 631,373 | $7,813 萬 | 1.00% | −358,977−36.2% | 減碼 |
| Sandhill Capital Partners LLC | 632,231 | $7,824 萬 | 5.46% | −6,460−1.0% | 減碼 |
| Alta Capital Management LLC | 636,312 | $7,874 萬 | 4.38% | −36,564−5.4% | 減碼 |
| US Bancorp | 645,940 | $7,994 萬 | 0.09% | −80,414−11.1% | 減碼 |
| Howland Capital Management LLC | 650,259 | $8,058 萬 | 3.07% | −17,369−2.6% | 減碼 |
| Teacher Retirement System of Texas | 651,977 | $8,068 萬 | 0.32% | +27,878+4.5% | 加碼 |
| State of Wisconsin Investment Board | 653,513 | $8,087 萬 | 0.19% | −18,731−2.8% | 減碼 |
| Toronto Dominion Bank | 654,577 | $8,093 萬 | 0.16% | +19,103+3.0% | 加碼 |
| Cartenna Capital, LP | 675,000 | $8,353 萬 | 4.36% | +675,000 | 新進 |
| Country Trust Bank | 675,628 | $8,361 萬 | 1.83% | −133,220−16.5% | 減碼 |
| Royal London Asset Management Ltd | 693,883 | $8,587 萬 | 0.18% | −12,403−1.8% | 減碼 |
| Zurich Insurance Group Ltd | 704,410 | $8,717 萬 | 0.62% | −45,614−6.1% | 減碼 |
| Compass Capital Management, Inc | 726,623 | $8,992 萬 | 4.76% | −111,090−13.3% | 減碼 |
| Summit Trail Advisors, LLC | 728,697 | $9,030 萬 | 1.25% | +9,507+1.3% | 加碼 |
| Benjamin Edwards Inc | 731,023 | $9,047 萬 | 1.02% | +14,343+2.0% | 加碼 |
| Bridgewater Associates, LP | 735,263 | $9,099 萬 | 0.36% | +735,263 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 735,931 | $9,107 萬 | 0.20% | −8,114−1.1% | 減碼 |
| Nordea Investment Management AB | 742,949 | $9,131 萬 | 0.08% | −388,860−34.4% | 減碼 |
| Thrivent Financial for Lutherans | 751,791 | $9,303 萬 | 0.18% | −30,424−3.9% | 減碼 |
| Birch Hill Investment Advisors LLC | 757,569 | $9,375 萬 | 3.96% | −17,783−2.3% | 減碼 |
| AXA Investment Managers S.A. | 782,586 | $9,685 萬 | 0.26% | +782,586 | 新進 |
| Sands Capital Management, LLC | 795,234 | $9,841 萬 | 0.27% | −144,887−15.4% | 減碼 |
| J. Stern & Co. LLP | 805,073 | $9,963 萬 | 7.54% | −66,736−7.7% | 減碼 |
| Ensign Peak Advisors, Inc | 809,264 | $1.00 億 | 0.16% | +202,343+33.3% | 加碼 |
| Analog Century Management LP | 809,896 | $1.00 億 | 5.38% | −132,965−14.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 819,677 | $1.01 億 | 0.89% | −90,485−9.9% | 減碼 |
| Captrust Financial Advisors | 827,600 | $1.02 億 | 0.21% | +11,182+1.4% | 加碼 |
| Mercer Global Advisors Inc | 835,122 | $1.03 億 | 0.17% | +73,607+9.7% | 加碼 |
| Lazard Freres Gestion S.A.S. | 835,479 | $1.03 億 | 1.97% | −83,170−9.1% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 835,996 | $1.03 億 | 3.77% | −81,838−8.9% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 837,852 | $1.04 億 | 0.09% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 847,188 | $1.04 億 | 0.49% | −116,538−12.1% | 減碼 |
| Williams Jones Wealth Management, LLC. | 843,540 | $1.04 億 | 1.19% | −10,180−1.2% | 減碼 |
| Korea Investment CORP | 867,721 | $1.07 億 | 0.22% | +14,143+1.7% | 加碼 |
| Jensen Investment Management Inc | 869,464 | $1.08 億 | 1.34% | −1,742,545−66.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 875,350 | $1.08 億 | 0.20% | −258,263−22.8% | 減碼 |
| NZS Capital, LLC | 882,126 | $1.09 億 | 3.34% | −440,817−33.3% | 減碼 |
| Susquehanna International Group, LLP | 891,466 | $1.10 億 | 0.16% | +486,961+120.4% | 加碼 |
| Keybank National Association | 905,577 | $1.12 億 | 0.39% | −79,174−8.0% | 減碼 |
| Select Equity Group, L.P. | 930,118 | $1.15 億 | 0.49% | +253,232+37.4% | 加碼 |
| New York State Teachers Retirement System | 930,258 | $1.15 億 | 0.22% | +33,878+3.8% | 加碼 |
| Aviva PLC | 939,306 | $1.16 億 | 0.21% | +81,665+9.5% | 加碼 |
| Congress Asset Management Co | 968,173 | $1.20 億 | 0.80% | +679,617+235.5% | 加碼 |
| Cookson Peirce & Co Inc | 976,281 | $1.21 億 | 4.95% | −29,969−3.0% | 減碼 |
| Canada Pension Plan Investment Board | 993,603 | $1.23 億 | 0.09% | +46,257+4.9% | 加碼 |
| Standard Life Aberdeen plc | 1,017,280 | $1.23 億 | 0.19% | +34,450+3.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,003,248 | $1.25 億 | 0.20% | −73,026−6.8% | 減碼 |
| Fiera Capital Corp | 1,017,080 | $1.26 億 | 0.41% | −8,940−0.9% | 減碼 |
| Bradley Foster & Sargent Inc | 1,018,352 | $1.26 億 | 1.86% | −12,345−1.2% | 減碼 |
| National Bank of Canada | 1,022,573 | $1.27 億 | 0.14% | −31,964−3.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,033,934 | $1.28 億 | 0.11% | −84,736−7.6% | 減碼 |
| LPL Financial LLC | 1,053,149 | $1.30 億 | 0.04% | +128,195+13.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,086,445 | $1.31 億 | 0.22% | 00.0% | 不變 |
| Port Capital LLC | 1,078,749 | $1.33 億 | 5.56% | −93,018−7.9% | 減碼 |
| Storebrand Asset Management AS | 1,087,504 | $1.35 億 | 0.36% | +667,002+158.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,087,720 | $1.35 億 | 0.21% | −12,700−1.2% | 減碼 |
| Great West Life Assurance Co | 1,114,721 | $1.35 億 | 0.19% | +24,921+2.3% | 加碼 |
| KBC Group NV | 1,094,095 | $1.35 億 | 0.32% | +555,925+103.3% | 加碼 |