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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 595,941 | $1.05 億 | 0.27% | +15,826+2.7% | 加碼 |
| Gendell Jeffrey L | 590,500 | $1.04 億 | 0.94% | +230,000+63.8% | 加碼 |
| Vanguard Investments Australia, Ltd. | 589,916 | $1.04 億 | 0.26% | +18,554+3.2% | 加碼 |
| Actiam N.V. | 580,870 | $1.02 億 | 0.79% | +580,870 | 新進 |
| KLP Kapitalforvaltning AS | 561,224 | $9,908 萬 | 0.32% | +103,800+22.7% | 加碼 |
| Evercore Wealth Management, LLC | 556,817 | $9,818 萬 | 1.39% | +501,011+897.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 551,664 | $9,727 萬 | 0.84% | −51,724−8.6% | 減碼 |
| Ieq Capital, LLC | 544,132 | $9,594 萬 | 0.44% | +85,491+18.6% | 加碼 |
| Atalan Capital Partners, LP | 543,150 | $9,577 萬 | 5.87% | −419,300−43.6% | 減碼 |
| Teacher Retirement System of Texas | 537,059 | $9,469 萬 | 0.25% | +16,043+3.1% | 加碼 |
| Nomura Asset Management Co Ltd | 533,884 | $9,413 萬 | 0.20% | +43,389+8.8% | 加碼 |
| Pictet Asset Management Holding SA | 533,640 | $9,409 萬 | 0.09% | −95,456−15.2% | 減碼 |
| Wedge Capital Management L L P | 528,324 | $9,315 萬 | 1.54% | +105,494+24.9% | 加碼 |
| Zacks Investment Management | 525,003 | $9,257 萬 | 0.66% | +3,685+0.7% | 加碼 |
| Tandem Investment Advisors, Inc. | 522,227 | $9,208 萬 | 6.17% | −156,544−23.1% | 減碼 |
| Susquehanna International Group, LLP | 520,924 | $9,185 萬 | 0.08% | +231,660+80.1% | 加碼 |
| Logan Capital Management Inc | 516,428 | $9,106 萬 | 3.39% | +516,428 | 新進 |
| LMR Partners LLP | 511,181 | $9,013 萬 | 0.66% | +511,181 | 新進 |
| Reynders McVeigh Capital Management, LLC | 505,694 | $8,916 萬 | 3.95% | −3,954−0.8% | 減碼 |
| Fifth Third Bancorp | 494,504 | $8,719 萬 | 0.14% | +39,147+8.6% | 加碼 |
| Dundas Partners LLP | 494,362 | $8,717 萬 | 6.30% | −33,530−6.4% | 減碼 |
| Public Employees Retirement System of Ohio | 493,461 | $8,701 萬 | 0.26% | −39,719−7.4% | 減碼 |
| Compass Capital Management, Inc | 493,086 | $8,694 萬 | 5.24% | −47,419−8.8% | 減碼 |
| J. Stern & Co. LLP | 492,974 | $8,692 萬 | 8.21% | −6,428−1.3% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 490,184 | $8,655 萬 | 5.03% | −11,278−2.2% | 減碼 |
| FIFTHDELTA Ltd | 485,552 | $8,561 萬 | 10.04% | +485,552 | 新進 |
| Storebrand Asset Management AS | 484,139 | $8,536 萬 | 0.21% | −40,171−7.7% | 減碼 |
| Signature Estate & Investment Advisors LLC | 482,302 | $8,504 萬 | 1.53% | +482,302 | 新進 |
| Brown Advisory Inc | 480,793 | $8,477 萬 | 0.13% | +112,859+30.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 480,349 | $8,470 萬 | 0.45% | +475,898+10,691.9% | 加碼 |
| Nykredit A/S | 470,540 | $8,297 萬 | 0.32% | +470,540 | 新進 |
| Swiss Life Asset Management Ltd | 468,437 | $8,259 萬 | 0.34% | −30,081−6.0% | 減碼 |
| Fiera Capital Corp | 468,283 | $8,257 萬 | 0.30% | −123,962−20.9% | 減碼 |
| Howland Capital Management LLC | 456,878 | $8,067 萬 | 2.91% | −17,666−3.7% | 減碼 |
| TD Waterhouse Canada Inc. | 462,987 | $7,981 萬 | 0.21% | −294,395−38.9% | 減碼 |
| DnB Asset Management AS | 449,390 | $7,924 萬 | 0.22% | +18,229+4.2% | 加碼 |
| Virginia Retirement Systems Et Al | 447,589 | $7,892 萬 | 0.47% | +38,055+9.3% | 加碼 |
| First Long Island Investors, LLC | 445,193 | $7,850 萬 | 5.57% | +84,426+23.4% | 加碼 |
| Nisa Investment Advisors, LLC | 444,398 | $7,847 萬 | 0.24% | −49,083−9.9% | 減碼 |
| State of Tennessee, Treasury Department | 440,666 | $7,770 萬 | 0.23% | +29,886+7.3% | 加碼 |
| Roffman Miller Associates Inc | 439,883 | $7,756 萬 | 4.06% | −6,094−1.4% | 減碼 |
| Palisade Capital Management LLC | 439,741 | $7,754 萬 | 3.38% | −5,182−1.2% | 減碼 |
| Public Sector Pension Investment Board | 436,661 | $7,699 萬 | 0.20% | +107,131+32.5% | 加碼 |
| Groupe la Francaise | 427,689 | $7,545 萬 | 0.93% | +168,489+65.0% | 加碼 |
| Capital International Sarl | 419,404 | $7,395 萬 | 1.05% | +52,282+14.2% | 加碼 |
| Manning & Napier Advisors LLC | 418,584 | $7,380 萬 | 0.95% | −56,098−11.8% | 減碼 |
| ING Groep NV | 417,459 | $7,361 萬 | 0.36% | +132,727+46.6% | 加碼 |
| Crestwood Advisors Group LLC | 415,991 | $7,335 萬 | 1.09% | −8,064−1.9% | 減碼 |
| BNP Paribas | 422,913 | $7,323 萬 | 1.99% | +380,413+895.1% | 加碼 |
| Tredje AP-fonden | 412,161 | $7,267 萬 | 0.33% | +51,473+14.3% | 加碼 |
| Rafferty Asset Management, LLC | 411,776 | $7,260 萬 | 0.17% | +120,019+41.1% | 加碼 |
| Toronto Dominion Bank | 411,311 | $7,252 萬 | 0.12% | +2,563+0.6% | 加碼 |
| Factory Mutual Insurance Co | 409,634 | $7,223 萬 | 0.68% | −10,800−2.6% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 402,208 | $7,092 萬 | 1.27% | −25,130−5.9% | 減碼 |
| McDaniel Terry & Co | 401,779 | $7,084 萬 | 5.53% | −1,112−0.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 398,395 | $7,025 萬 | 0.24% | −22,339−5.3% | 減碼 |
| Guinness Asset Management LTD | 392,806 | $6,926 萬 | 1.17% | −34,597−8.1% | 減碼 |
| Cetera Investment Advisers | 389,155 | $6,861 萬 | 0.06% | +52,288+15.5% | 加碼 |
| Bristol Gate Capital Partners Inc. | 384,825 | $6,785 萬 | 4.72% | −78,464−16.9% | 減碼 |
| Janney Montgomery Scott LLC | 384,596 | $6,781 萬 | 0.13% | +41,454+12.1% | 加碼 |
| Gillespie Robinson & Grimm Inc | 384,295 | $6,776 萬 | 4.32% | −11,020−2.8% | 減碼 |
| Axiom Investors LLC | 383,520 | $6,762 萬 | 0.59% | −3,883,867−91.0% | 減碼 |
| Amanah Holdings Trust | 382,716 | $6,748 萬 | 3.96% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 371,979 | $6,559 萬 | 0.04% | +60,887+19.6% | 加碼 |
| Calamos Advisors LLC | 369,605 | $6,517 萬 | 0.24% | +72,158+24.3% | 加碼 |
| Farmers & Merchants Investments Inc | 369,201 | $6,510 萬 | 1.58% | +4,217+1.2% | 加碼 |
| Evelyn Partners Group Ltd | 365,938 | $6,452 萬 | 1.21% | +365,938 | 新進 |
| State of Michigan Retirement System | 363,574 | $6,411 萬 | 0.28% | −6,100−1.7% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 358,775 | $6,326 萬 | 9.96% | −13,115−3.5% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 358,262 | $6,317 萬 | 0.47% | −111,800−23.8% | 減碼 |
| QRG Capital Management, Inc. | 357,739 | $6,308 萬 | 0.52% | +6,476+1.8% | 加碼 |
| Czech National Bank | 350,172 | $6,174 萬 | 0.34% | +15,401+4.6% | 加碼 |
| Acadian Asset Management LLC | 347,438 | $6,125 萬 | 0.07% | +33,729+10.8% | 加碼 |
| M&G Plc | 345,661 | $6,084 萬 | 0.30% | +345,661 | 新進 |
| Arizona State Retirement System | 341,144 | $6,015 萬 | 0.30% | +5,594+1.7% | 加碼 |
| Colony Group, LLC | 339,675 | $5,992 萬 | 0.06% | +44,801+15.2% | 加碼 |
| CIBC World Markets Inc. | 339,158 | $5,980 萬 | 0.10% | +59,220+21.2% | 加碼 |
| Mediolanum International Funds Ltd | 356,906 | $5,940 萬 | 0.51% | −216,997−37.8% | 減碼 |
| TimesSquare Capital Management, LLC | 332,683 | $5,866 萬 | 0.86% | +52,414+18.7% | 加碼 |
| Xponance, Inc. | 332,227 | $5,858 萬 | 0.36% | −4,037−1.2% | 減碼 |
| CIBC Asset Management Inc | 330,670 | $5,830 萬 | 0.13% | −38,853−10.5% | 減碼 |
| Sandhill Capital Partners LLC | 330,298 | $5,824 萬 | 4.73% | −48,432−12.8% | 減碼 |
| HighTower Advisors, LLC | 329,679 | $5,813 萬 | 0.06% | +22,547+7.3% | 加碼 |
| MetLife Investment Management | 329,562 | $5,811 萬 | 0.26% | −12,583−3.7% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 327,260 | $5,770 萬 | 0.40% | −1,065−0.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 326,496 | $5,757 萬 | 0.11% | +41,678+14.6% | 加碼 |
| Federated Hermes, Inc. | 323,570 | $5,705 萬 | 0.08% | +207,961+179.9% | 加碼 |
| NFJ Investment Group, LLC | 322,178 | $5,681 萬 | 1.93% | +75,164+30.4% | 加碼 |
| Advisor Group Holdings, Inc. | 316,695 | $5,585 萬 | 0.07% | +52,459+19.9% | 加碼 |
| Umb Bank N A | 315,705 | $5,567 萬 | 0.71% | −3,809−1.2% | 減碼 |
| EP Wealth Advisors, LLC | 313,755 | $5,532 萬 | 0.21% | +70,641+29.1% | 加碼 |
| Campbell Newman Asset Management Inc | 310,493 | $5,475 萬 | 4.06% | −63,196−16.9% | 減碼 |
| Daiwa Securities Group Inc. | 309,775 | $5,462 萬 | 0.12% | +56,152+22.1% | 加碼 |
| Main Street Research LLC | 308,716 | $5,443 萬 | 2.57% | +7,673+2.5% | 加碼 |
| Jupiter Asset Management Ltd | 323,073 | $5,334 萬 | 0.26% | −463,809−58.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 292,826 | $5,163 萬 | 0.41% | −3,502−1.2% | 減碼 |
| Cresset Asset Management, LLC | 291,938 | $5,155 萬 | 0.19% | +92,831+46.6% | 加碼 |
| Alta Capital Management LLC | 289,045 | $5,096 萬 | 3.79% | −105,210−26.7% | 減碼 |
| ProShare Advisors LLC | 286,313 | $5,048 萬 | 0.07% | +4,845+1.7% | 加碼 |
| Resources Management Corp | 285,539 | $5,035 萬 | 6.34% | −21,005−6.9% | 減碼 |