Flex Ltd.
FLEX- 交易所
- Nasdaq
- 產業
- Printed Circuit Boards
- SEC CIK
- 0000866374
近 90 天，Flex Ltd. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 1,123 家機構在 13F 申報持有，市值合計 $561.4 億；第三點資本和Maverick 資本兩位大師持有。
2022 年第 2 季 13F 持有人
Flex Ltd. 在 2022/6/30 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
- 358
- 較 2022 年第 1 季 +10 家
- 持有股數
- 4.39 億
- 較 2022 年第 1 季 −342.6 萬 (−0.8%)
- 總市值
- $63.6 億
- 較 2022 年第 1 季 −$18.4 億 (−22.5%)
- 新進機構
- 55
- 另有 112 家加碼
- 清倉機構
- 45
- 另有 118 家減碼
另有 6 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 FLEX 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 | 1,123 | $561.4 億 |
| 2026 年第 1 季 | 788 | $230.8 億 |
| 2025 年第 4 季 | 765 | $220.6 億 |
| 2025 年第 3 季 | 700 | $208.0 億 |
| 2025 年第 2 季 | 648 | $189.0 億 |
| 2025 年第 1 季 | 583 | $125.9 億 |
| 2024 年第 4 季 | 570 | $151.2 億 |
| 2024 年第 3 季 | 500 | $132.4 億 |
| 2024 年第 2 季 | 474 | $116.9 億 |
| 2024 年第 1 季 | 472 | $114.9 億 |
| 2023 年第 4 季 | 476 | $121.9 億 |
| 2023 年第 3 季 | 451 | $111.2 億 |
| 2023 年第 2 季 | 441 | $118.4 億 |
| 2023 年第 1 季 | 428 | $106.5 億 |
| 2022 年第 4 季 | 416 | $94.0 億 |
| 2022 年第 3 季 | 376 | $77.7 億 |
| 2022 年第 2 季 | 358 | $63.6 億 |
| 2022 年第 1 季 | 354 | $82.2 億 |
| 2021 年第 4 季 | 352 | $82.4 億 |
| 2021 年第 3 季 | 322 | $80.8 億 |
| 2021 年第 2 季 | 332 | $83.7 億 |
| 2021 年第 1 季 | 335 | $87.9 億 |
2022 年第 2 季持有機構
每家機構持有 Flex Ltd. 的股數、市值與佔組合比重；股數變化跟 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Primecap Management Co | 54,204,896 | $7.84 億 | 0.70% | −407,674−0.7% | 減碼 |
| Wellington Management Group LLP | 35,982,494 | $5.21 億 | 0.10% | −3,490,177−8.8% | 減碼 |
| Janus Henderson Group PLC | 26,131,094 | $3.78 億 | 0.26% | +3,250,571+14.2% | 加碼 |
| FMR LLC | 24,202,757 | $3.50 億 | 0.03% | +611,858+2.6% | 加碼 |
| Alliancebernstein L.P. | 21,879,333 | $3.17 億 | 0.14% | +720,457+3.4% | 加碼 |
| Victory Capital Management Inc | 21,142,297 | $3.06 億 | 0.35% | −240,058−1.1% | 減碼 |
| Franklin Resources Inc | 14,792,799 | $2.14 億 | 0.11% | +1,831,251+14.1% | 加碼 |
| Boston Partners | 13,307,356 | $1.93 億 | 0.27% | +44,243+0.3% | 加碼 |
| Lyrical Asset Management LP | 12,932,278 | $1.87 億 | 3.25% | −814,133−5.9% | 減碼 |
| Invesco Ltd. | 12,644,927 | $1.83 億 | 0.06% | +2,093,487+19.8% | 加碼 |
| Dimensional Fund Advisors LP | 11,165,097 | $1.62 億 | 0.06% | +129,566+1.2% | 加碼 |
| Bank of America Corp | 10,407,808 | $1.51 億 | 0.02% | +365,313+3.6% | 加碼 |
| FIL Ltd | 9,592,294 | $1.39 億 | 0.17% | +113,691+1.2% | 加碼 |
| Pzena Investment Management LLC | 7,800,361 | $1.13 億 | 0.51% | −320,431−3.9% | 減碼 |
| Macquarie Group Ltd | 7,738,381 | $1.12 億 | 0.13% | +35,557+0.5% | 加碼 |
| Sound Shore Management Inc | 6,835,944 | $9,892 萬 | 3.62% | −1,879,131−21.6% | 減碼 |
| Allianz Asset Management GmbH | 6,481,925 | $9,379 萬 | 0.09% | +543,262+9.1% | 加碼 |
| Sachem Head Capital Management LP | 5,850,000 | $8,465 萬 | 2.55% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 5,720,065 | $8,277 萬 | 0.03% | +5,720,065 | 新進 |
| BlackRock Inc. | 5,685,178 | $8,227 萬 | 0.00% | −327,146−5.4% | 減碼 |
| Vanguard Group Inc | 5,338,133 | $7,724 萬 | 0.00% | −102,478−1.9% | 減碼 |
| Norges Bank | 5,273,474 | $7,631 萬 | 0.02% | +232,097+4.6% | 加碼 |
| 40 North Management LLC | 5,010,638 | $7,250 萬 | 2.71% | −3,439,362−40.7% | 減碼 |
| State Street Corp | 4,810,350 | $6,961 萬 | 0.00% | +10,870+0.2% | 加碼 |
| Capital International Investors | 4,526,035 | $6,549 萬 | 0.02% | 00.0% | 不變 |
| Iridian Asset Management LLC | 3,998,249 | $5,786 萬 | 4.73% | +29,661+0.7% | 加碼 |
| Shannon River Fund Management LLC | 3,691,439 | $5,342 萬 | 15.18% | −243,370−6.2% | 減碼 |
| Nishkama Capital, LLC | 3,480,146 | $5,036 萬 | 24.76% | −766,670−18.1% | 減碼 |
| Goldman Sachs Group Inc | 3,075,064 | $4,450 萬 | 0.01% | +941,726+44.1% | 加碼 |
| Marshall Wace, LLP | 2,953,864 | $4,274 萬 | 0.10% | +1,663,221+128.9% | 加碼 |
| Point72 Asset Management, L.P. | 2,550,000 | $3,690 萬 | 0.17% | +298,700+13.3% | 加碼 |
| Wells Fargo & Company | 2,507,918 | $3,629 萬 | 0.01% | −1,081,062−30.1% | 減碼 |
| Sessa Capital IM, L.P. | 2,500,000 | $3,618 萬 | 2.43% | 00.0% | 不變 |
| Earnest Partners LLC | 2,348,326 | $3,398 萬 | 0.23% | −36,770−1.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,265,919 | $3,279 萬 | 0.05% | −1,538,107−40.4% | 減碼 |
| Thompson Siegel & Walmsley LLC | 2,218,616 | $3,210 萬 | 0.52% | −380,166−14.6% | 減碼 |
| Alyeska Investment Group, L.P. | 1,988,562 | $2,877 萬 | 0.33% | −34,192−1.7% | 減碼 |
| Millennium Management LLC | 1,973,600 | $2,856 萬 | 0.04% | −2,939,043−59.8% | 減碼 |
| Pendal Group Limited | 1,796,490 | $2,600 萬 | 0.26% | −390,600−17.9% | 減碼 |
| SEI Investments Co | 1,713,256 | $2,482 萬 | 0.05% | +33,208+2.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,739,702 | $2,456 萬 | 0.07% | +277,658+19.0% | 加碼 |
| Legal & General Group Plc | 1,674,872 | $2,424 萬 | 0.01% | −221,074−11.7% | 減碼 |
| UBS Asset Management Americas Inc | 1,653,565 | $2,393 萬 | 0.01% | −19,893−1.2% | 減碼 |
| Morgan Stanley | 1,578,162 | $2,284 萬 | 0.00% | +455,499+40.6% | 加碼 |
| State of Wisconsin Investment Board | 1,567,213 | $2,268 萬 | 0.06% | −88,495−5.3% | 減碼 |
| Invenomic Capital Management LP | 1,540,102 | $2,229 萬 | 1.93% | +1,054,239+217.0% | 加碼 |
| Public Sector Pension Investment Board | 1,520,800 | $2,201 萬 | 0.19% | 00.0% | 不變 |
| LMR Partners LLP | 1,500,000 | $2,171 萬 | 0.38% | +650,000+76.5% | 加碼 |
| Deutsche Bank AG | 1,374,083 | $1,988 萬 | 0.01% | +49,015+3.7% | 加碼 |
| Kettle Hill Capital Management, LLC | 1,271,050 | $1,839 萬 | 4.63% | +483,212+61.3% | 加碼 |
| Becker Capital Management Inc | 1,219,623 | $1,765 萬 | 0.85% | −18,600−1.5% | 減碼 |
| Brandes Investment Partners, LP | 1,174,078 | $1,699 萬 | 0.41% | +18,075+1.6% | 加碼 |
| Balyasny Asset Management LLC | 1,164,334 | $1,685 萬 | 0.07% | +62,172+5.6% | 加碼 |
| Storebrand Asset Management AS | 1,154,846 | $1,671 萬 | 0.09% | +87,702+8.2% | 加碼 |
| Solas Capital Management, LLC | 1,125,000 | $1,628 萬 | 9.71% | +588,000+109.5% | 加碼 |
| TCW Group Inc | 1,120,414 | $1,621 萬 | 0.21% | −508,900−31.2% | 減碼 |
| Swiss National Bank | 1,093,200 | $1,582 萬 | 0.01% | −19,600−1.8% | 減碼 |
| Amundi | 1,094,160 | $1,548 萬 | 0.01% | −322,825−22.8% | 減碼 |
| ARS Investment Partners, LLC | 1,058,270 | $1,531 萬 | 2.09% | −35,286−3.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 950,065 | $1,375 萬 | 0.05% | 00.0% | 不變 |
| Woodline Partners LP | 930,967 | $1,347 萬 | 0.22% | +237,874+34.3% | 加碼 |
| LPL Financial LLC | 901,683 | $1,305 萬 | 0.01% | +63,979+7.6% | 加碼 |
| California Public Employees Retirement System | 882,766 | $1,277 萬 | 0.01% | −64,221−6.8% | 減碼 |
| Clear Harbor Asset Management, LLC | 879,422 | $1,273 萬 | 1.70% | −900.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 779,583 | $1,128 萬 | 0.02% | +779,583 | 新進 |
| Northern Trust Corp | 770,261 | $1,115 萬 | 0.00% | −27,768−3.5% | 減碼 |
| Nomura Holdings Inc | 749,916 | $1,073 萬 | 0.05% | +749,916 | 新進 |
| Barclays PLC | 737,431 | $1,067 萬 | 0.01% | −144,010−16.3% | 減碼 |
| Frontier Capital Management Co LLC | 735,439 | $1,064 萬 | 0.12% | −21,013−2.8% | 減碼 |
| LSV Asset Management | 725,430 | $1,050 萬 | 0.02% | +289,730+66.5% | 加碼 |
| JPMorgan Chase & Co | 720,834 | $1,043 萬 | 0.00% | +357,169+98.2% | 加碼 |
| Blue Door Asset Management, LLC | 715,200 | $1,035 萬 | 12.75% | +100,000+16.3% | 加碼 |
| Geode Capital Management, LLC | 677,538 | $980.3 萬 | 0.00% | −41,378−5.8% | 減碼 |
| Force Hill Capital Management LP | 668,991 | $968.0 萬 | 2.60% | +247,200+58.6% | 加碼 |
| Ionic Capital Management LLC | 664,798 | $962.0 萬 | 1.75% | +385,700+138.2% | 加碼 |
| S&T Bank | 641,436 | $928.1 萬 | 1.63% | −10,908−1.7% | 減碼 |
| Long Focus Capital Management, LLC | 636,000 | $920.3 萬 | 1.85% | +256,000+67.4% | 加碼 |
| Charles Schwab Investment Management Inc | 628,843 | $910.0 萬 | 0.00% | +9,838+1.6% | 加碼 |
| Ameriprise Financial Inc | 617,029 | $892.8 萬 | 0.00% | −4,178−0.7% | 減碼 |
| Credit Suisse AG | 576,828 | $834.6 萬 | 0.01% | −7,477−1.3% | 減碼 |
| Tocqueville Asset Management L.P. | 551,200 | $797.6 萬 | 0.15% | +4,050+0.7% | 加碼 |
| Royce & Associates LP | 543,481 | $786.4 萬 | 0.08% | −46,100−7.8% | 減碼 |
| Bank of New York Mellon Corp | 528,167 | $764.3 萬 | 0.00% | −61,906−10.5% | 減碼 |
| SG Americas Securities, LLC | 501,145 | $725.2 萬 | 0.10% | +489,341+4,145.6% | 加碼 |
| Putnam Investments LLC | 485,300 | $702.2 萬 | 0.01% | −12,386−2.5% | 減碼 |
| UBS Group AG | 479,442 | $693.7 萬 | 0.00% | +194,036+68.0% | 加碼 |
| Brant Point Investment Management LLC | 477,700 | $691.2 萬 | 1.70% | +140,312+41.6% | 加碼 |
| Envestnet Asset Management Inc | 476,273 | $689.2 萬 | 0.00% | +38,089+8.7% | 加碼 |
| Clearline Capital LP | 467,898 | $677.0 萬 | 0.95% | +467,898 | 新進 |
| Clayton Partners LLC | 440,667 | $637.6 萬 | 6.88% | +35,348+8.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 429,462 | $621.4 萬 | 0.04% | +385,263+871.7% | 加碼 |
| Gabelli Funds LLC | 411,250 | $595.1 萬 | 0.05% | +48,522+13.4% | 加碼 |
| California State Teachers Retirement System | 400,780 | $579.9 萬 | 0.01% | −4,683−1.2% | 減碼 |
| Raymond James & Associates | 387,773 | $561.1 萬 | 0.01% | +40,174+11.6% | 加碼 |
| Redwood Grove Capital, LLC | 344,942 | $499.1 萬 | 2.71% | +55,642+19.2% | 加碼 |
| Man Group plc | – | $493.6 萬 | 0.02% | – | – |
| AXA S.A. | 293,300 | $424.4 萬 | 0.01% | −107,300−26.8% | 減碼 |
| Royal Bank of Canada | 292,233 | $422.8 萬 | 0.00% | +12,765+4.6% | 加碼 |
| Garnet Equity Capital Holdings, Inc. | 285,000 | $412.4 萬 | 7.24% | −170,000−37.4% | 減碼 |
| Meitav Dash Investments Ltd | 277,491 | $401.5 萬 | 0.07% | +72,356+35.3% | 加碼 |