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。
2026 年第 2 季 13F 持有人
Amphenol Corp 在 2026/6/30 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
- 2,340
- 較 2026 年第 1 季 +237 家
- 持有股數
- 11.7 億
- 較 2026 年第 1 季 +2,438 萬 (+2.1%)
- 總市值
- $2,051 億
- 較 2026 年第 1 季 +$609.4 億 (+42.3%)
- 新進機構
- 378
- 另有 984 家加碼
- 清倉機構
- 141
- 另有 784 家減碼
另有 33 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 920,450 | $1.62 億 | 0.27% | +328,938+55.6% | 加碼 |
| Prudential Financial Inc | 927,831 | $1.64 億 | 0.18% | +77,451+9.1% | 加碼 |
| Cookson Peirce & Co Inc | 931,674 | $1.64 億 | 5.41% | +5,546+0.6% | 加碼 |
| Nordea Investment Management AB | 951,997 | $1.65 億 | 0.13% | −143,866−13.1% | 減碼 |
| New York State Teachers Retirement System | 945,351 | $1.67 億 | 0.31% | −10,686−1.1% | 減碼 |
| Quantinno Capital Management LP | 968,087 | $1.71 億 | 0.20% | +249,182+34.7% | 加碼 |
| Carmignac Gestion | 969,763 | $1.71 億 | 2.22% | +300,527+44.9% | 加碼 |
| Polar Capital Holdings Plc | 977,331 | $1.72 億 | 0.49% | +351,361+56.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 984,286 | $1.74 億 | 0.54% | −469,010−32.3% | 減碼 |
| Johnson Investment Counsel Inc | 994,623 | $1.75 億 | 1.28% | −13,957−1.4% | 減碼 |
| Credit Agricole S A | 1,013,505 | $1.79 億 | 0.45% | +502,431+98.3% | 加碼 |
| NZS Capital, LLC | 1,024,330 | $1.81 億 | 4.68% | +265,355+35.0% | 加碼 |
| Aviva PLC | 1,055,577 | $1.86 億 | 0.27% | +28,335+2.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,070,329 | $1.89 億 | 0.31% | +6,499+0.6% | 加碼 |
| APG Asset Management N.V. | 1,223,781 | $1.89 億 | 0.46% | +103,725+9.3% | 加碼 |
| Macquarie Group Ltd | 1,078,724 | $1.90 億 | 0.82% | +461,775+74.8% | 加碼 |
| Chilton Investment Co LLC | 1,101,659 | $1.94 億 | 4.66% | −259,672−19.1% | 減碼 |
| Nomura Asset Management International Inc. | 1,104,809 | $1.95 億 | 0.29% | −15,558−1.4% | 減碼 |
| 1832 Asset Management L.P. | 1,127,797 | $1.99 億 | 0.24% | +998,334+771.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 1,168,312 | $2.06 億 | 0.71% | +31,569+2.8% | 加碼 |
| Madison Asset Management, LLC | 1,176,112 | $2.07 億 | 2.47% | −74,894−6.0% | 減碼 |
| Impax Asset Management Group plc | 1,195,285 | $2.11 億 | 1.37% | +850,769+246.9% | 加碼 |
| Vontobel Holding Ltd. | 1,198,160 | $2.11 億 | 0.71% | −585,440−32.8% | 減碼 |
| Congress Asset Management Co | 1,220,821 | $2.15 億 | 1.33% | +253,529+26.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,233,162 | $2.17 億 | 0.42% | −121,313−9.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,241,130 | $2.19 億 | 0.11% | +4,226+0.3% | 加碼 |
| Select Equity Group, L.P. | 1,249,958 | $2.20 億 | 1.17% | +50,015+4.2% | 加碼 |
| Danske Bank A/S | 1,271,184 | $2.24 億 | 0.45% | +75,018+6.3% | 加碼 |
| Glenmede Trust Co NA | 1,298,523 | $2.29 億 | 1.01% | −12,828−1.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,301,660 | $2.30 億 | 0.12% | +218,907+20.2% | 加碼 |
| Davis R M Inc | 1,310,574 | $2.31 億 | 3.65% | −45,828−3.4% | 減碼 |
| Van Eck Associates Corp | 1,319,610 | $2.33 億 | 0.14% | +1,064,681+417.6% | 加碼 |
| New York State Common Retirement Fund | 1,321,245 | $2.33 億 | 0.29% | −58,501−4.2% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,344,484 | $2.37 億 | 0.36% | −95,344−6.6% | 減碼 |
| Mackenzie Financial Corp | 1,345,709 | $2.37 億 | 0.24% | −130,702−8.9% | 減碼 |
| TD Asset Management Inc | 1,373,052 | $2.42 億 | 0.21% | −2,235,856−62.0% | 減碼 |
| James Hambro & Partners | 1,405,282 | $2.48 億 | 8.96% | −15,103−1.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,423,120 | $2.51 億 | 0.35% | −361,768−20.3% | 減碼 |
| Baird Financial Group, Inc. | 1,446,839 | $2.55 億 | 0.35% | +259,810+21.9% | 加碼 |
| Qube Research & Technologies Ltd | 1,455,850 | $2.57 億 | 0.29% | −1,093,826−42.9% | 減碼 |
| Balyasny Asset Management LLC | 1,455,963 | $2.57 億 | 0.47% | +1,436,568+7,406.9% | 加碼 |
| Standard Life Aberdeen plc | 1,458,476 | $2.57 億 | 0.36% | +237,374+19.4% | 加碼 |
| Fenimore Asset Management Inc | 1,484,406 | $2.62 億 | 5.42% | −66,184−4.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,555,751 | $2.68 億 | 0.41% | −311,795−16.7% | 減碼 |
| Cerity Partners LLC | 1,520,578 | $2.68 億 | 0.33% | +109,903+7.8% | 加碼 |
| Los Angeles Capital Management LLC | 1,523,241 | $2.69 億 | 0.99% | −425,636−21.8% | 減碼 |
| CIBC Bancorp USA Inc. | 1,534,198 | $2.70 億 | 0.33% | −633,759−29.2% | 減碼 |
| William Blair Investment Management, LLC | 1,535,059 | $2.71 億 | 0.81% | +457,625+42.5% | 加碼 |
| Maren Capital LLC | 1,551,888 | $2.74 億 | 12.68% | +74,126+5.0% | 加碼 |
| Bamco Inc | 1,598,059 | $2.82 億 | 0.42% | −61,631−3.7% | 減碼 |
| Schroder Investment Management Group | 1,622,983 | $2.86 億 | 0.20% | +27,254+1.7% | 加碼 |
| Lord, Abbett & Co. LLC | 1,710,429 | $3.02 億 | 0.86% | +171,534+11.1% | 加碼 |
| LPL Financial LLC | 1,713,817 | $3.02 億 | 0.07% | +210,878+14.0% | 加碼 |
| Citigroup Inc | 1,760,816 | $3.10 億 | 0.14% | +235,408+15.4% | 加碼 |
| National Bank of Canada | 1,773,625 | $3.13 億 | 0.27% | +638,955+56.3% | 加碼 |
| Veritas Investment Partners (UK) Ltd. | 1,803,934 | $3.18 億 | 8.53% | +208,975+13.1% | 加碼 |
| USS Investment Management Ltd | 1,817,788 | $3.21 億 | 1.27% | +78,232+4.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,845,527 | $3.22 億 | 0.84% | +155,027+9.2% | 加碼 |
| First Trust Advisors LP | 1,842,807 | $3.25 億 | 0.19% | +153,052+9.1% | 加碼 |
| Voya Investment Management LLC | 1,874,799 | $3.31 億 | 0.29% | −2,827,067−60.1% | 減碼 |
| California State Teachers Retirement System | 1,880,421 | $3.32 億 | 0.31% | +5,387+0.3% | 加碼 |
| Bank of Montreal | 1,926,941 | $3.40 億 | 0.13% | +63,076+3.4% | 加碼 |
| Local Pensions Partnership Investment Ltd | 1,951,700 | $3.44 億 | 7.22% | 00.0% | 不變 |
| Winslow Capital Management, LLC | 2,044,422 | $3.60 億 | 1.24% | +716,415+53.9% | 加碼 |
| Russell Investments Group, Ltd. | 2,063,491 | $3.62 億 | 0.32% | +458,634+28.6% | 加碼 |
| Allianz Asset Management GmbH | 2,065,541 | $3.64 億 | 0.34% | −593,433−22.3% | 減碼 |
| Vanguard Asset Management, Ltd | 2,238,519 | $3.95 億 | 0.27% | +279,615+14.3% | 加碼 |
| Rhumbline Advisers | 2,275,649 | $4.01 億 | 0.30% | −42,587−1.8% | 減碼 |
| Alyeska Investment Group, L.P. | 2,318,178 | $4.09 億 | 1.05% | −518,743−18.3% | 減碼 |
| Mawer Investment Management Ltd. | 2,358,285 | $4.16 億 | 2.83% | −1,628,476−40.8% | 減碼 |
| Canada Pension Plan Investment Board | 2,404,150 | $4.24 億 | 0.23% | −307,577−11.3% | 減碼 |
| Capital World Investors | 2,446,080 | $4.31 億 | 0.05% | +892,293+57.4% | 加碼 |
| Man Group plc | 2,480,397 | $4.37 億 | 0.80% | +554,577+28.8% | 加碼 |
| Blair William & Co | 2,504,409 | $4.42 億 | 1.15% | −15,910−0.6% | 減碼 |
| California Public Employees Retirement System | 2,525,468 | $4.45 億 | 0.25% | −593,638−19.0% | 減碼 |
| HSBC Holdings PLC | 2,617,498 | $4.61 億 | 0.22% | +277,725+11.9% | 加碼 |
| Vanguard Global Advisers, LLC | 2,653,180 | $4.68 億 | 0.22% | −37,347−1.4% | 減碼 |
| Alecta Pensionsforsakring, Omsesidigt | 2,732,400 | $4.82 億 | 2.03% | −442,600−13.9% | 減碼 |
| Jones Financial Companies LLLP | 3,020,851 | $4.95 億 | 0.20% | +233,537+8.4% | 加碼 |
| Lazard Asset Management LLC | 3,047,437 | $5.37 億 | 0.81% | −131,463−4.1% | 減碼 |
| Principal Financial Group Inc | 3,056,002 | $5.39 億 | 0.26% | +159,665+5.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,098,752 | $5.46 億 | 0.30% | +250,881+8.8% | 加碼 |
| Edgewood Management LLC | 3,141,974 | $5.54 億 | 5.71% | −1,462,475−31.8% | 減碼 |
| Rathbone Brothers plc | 3,170,818 | $5.59 億 | 2.06% | +87,573+2.8% | 加碼 |
| Raymond James Financial Inc | 3,193,467 | $5.63 億 | 0.15% | +88,524+2.9% | 加碼 |
| Natixis Advisors, L.P. | 3,276,904 | $5.78 億 | 0.65% | +227,730+7.5% | 加碼 |
| National Pension Service | 3,378,080 | $5.96 億 | 0.38% | +53,454+1.6% | 加碼 |
| Swiss National Bank | 3,467,500 | $6.11 億 | 0.32% | −124,800−3.5% | 減碼 |
| Stifel Financial Corp | 3,763,474 | $6.64 億 | 0.55% | +55,792+1.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,765,206 | $6.64 億 | 0.52% | +259,480+7.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,139,732 | $7.30 億 | 0.42% | +3,270+0.1% | 加碼 |
| Barclays PLC | 4,273,766 | $7.54 億 | 0.24% | −753,968−15.0% | 減碼 |
| Alliancebernstein L.P. | 6,066,558 | $7.67 億 | 0.27% | +1,991,606+48.9% | 加碼 |
| AQR Capital Management LLC | 4,495,090 | $7.75 億 | 0.27% | −1,154,579−20.4% | 減碼 |
| Swedbank AB | 4,784,087 | $8.44 億 | 0.73% | +1,543,640+47.6% | 加碼 |
| Egerton Capital (UK) LLP | 4,866,688 | $8.58 億 | 8.29% | +1,995,335+69.5% | 加碼 |
| Envestnet Asset Management Inc | 5,108,142 | $9.01 億 | 0.21% | −123,542−2.4% | 減碼 |
| SG Americas Securities, LLC | 5,117,713 | $9.02 億 | 0.52% | +958,548+23.0% | 加碼 |
| Dimensional Fund Advisors LP | 5,136,379 | $9.05 億 | 0.16% | +809,297+18.7% | 加碼 |
| Flossbach Von Storch AG | 5,656,967 | $9.97 億 | 4.51% | +88,318+1.6% | 加碼 |