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。
2023 年第 2 季 13F 持有人
Flex Ltd. 在 2023/6/30 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
- 441
- 較 2023 年第 1 季 +15 家
- 持有股數
- 4.29 億
- 較 2023 年第 1 季 +51.9 萬 (+0.1%)
- 總市值
- $118.4 億
- 較 2023 年第 1 季 +$19.7 億 (+19.9%)
- 新進機構
- 70
- 另有 124 家加碼
- 清倉機構
- 55
- 另有 179 家減碼
另有 2 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Primecap Management Co | 47,140,474 | $13.0 億 | 1.09% | −2,237,390−4.5% | 減碼 |
| FMR LLC | 44,415,633 | $12.3 億 | 0.10% | +11,687,936+35.7% | 加碼 |
| Wellington Management Group LLP | 27,061,436 | $7.48 億 | 0.14% | −170,827−0.6% | 減碼 |
| Janus Henderson Group PLC | 25,905,546 | $7.16 億 | 0.45% | −932,670−3.5% | 減碼 |
| Victory Capital Management Inc | 17,123,276 | $4.73 億 | 0.52% | +446,308+2.7% | 加碼 |
| Alliancebernstein L.P. | 16,592,333 | $4.59 億 | 0.19% | −1,038,687−5.9% | 減碼 |
| BlackRock Inc. | 13,946,786 | $3.85 億 | 0.01% | −2,430,496−14.8% | 減碼 |
| Invesco Ltd. | 11,513,003 | $3.18 億 | 0.08% | −149,990−1.3% | 減碼 |
| Lyrical Asset Management LP | 9,895,576 | $2.74 億 | 5.12% | −425,930−4.1% | 減碼 |
| Dimensional Fund Advisors LP | 9,771,100 | $2.70 億 | 0.09% | −1,315,405−11.9% | 減碼 |
| Franklin Resources Inc | 8,625,487 | $2.38 億 | 0.11% | −1,426,869−14.2% | 減碼 |
| Bank of America Corp | 8,494,580 | $2.35 億 | 0.03% | −248,014−2.8% | 減碼 |
| Boston Partners | 8,470,091 | $2.34 億 | 0.32% | −201,032−2.3% | 減碼 |
| Massachusetts Financial Services Co | 6,913,666 | $1.91 億 | 0.06% | +1,068,201+18.3% | 加碼 |
| Voya Investment Management LLC | 6,587,500 | $1.82 億 | 0.19% | −1,024,398−13.5% | 減碼 |
| LSV Asset Management | 6,549,005 | $1.81 億 | 0.40% | +2,214,875+51.1% | 加碼 |
| Macquarie Group Ltd | 6,489,738 | $1.79 億 | 0.21% | −707,607−9.8% | 減碼 |
| Vanguard Group Inc | 5,279,184 | $1.46 億 | 0.00% | +128,810+2.5% | 加碼 |
| Norges Bank | 4,996,881 | $1.38 億 | 0.03% | +147,844+3.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 4,745,415 | $1.31 億 | 0.20% | +976,137+25.9% | 加碼 |
| Sound Shore Management Inc | 4,657,438 | $1.29 億 | 4.74% | −315,985−6.4% | 減碼 |
| Sachem Head Capital Management LP | 4,502,500 | $1.24 億 | 5.64% | −1,792,500−28.5% | 減碼 |
| Earnest Partners LLC | 4,286,912 | $1.18 億 | 0.66% | +1,467,028+52.0% | 加碼 |
| Park West Asset Management LLC | 4,063,980 | $1.12 億 | 9.83% | −179,000−4.2% | 減碼 |
| 40 North Management LLC | 3,815,000 | $1.05 億 | 6.60% | −610,000−13.8% | 減碼 |
| State Street Corp | 3,791,380 | $1.05 億 | 0.01% | −374,351−9.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 3,655,601 | $1.01 億 | 0.12% | +389,841+11.9% | 加碼 |
| Morgan Stanley | 3,550,662 | $9,814 萬 | 0.01% | +1,279,500+56.3% | 加碼 |
| Pzena Investment Management LLC | 3,160,548 | $8,736 萬 | 0.37% | −30,654−1.0% | 減碼 |
| Citadel Advisors LLC | 3,069,169 | $8,483 萬 | 0.09% | +2,930,835+2,118.7% | 加碼 |
| Sessa Capital IM, L.P. | 3,000,000 | $8,292 萬 | 4.12% | −500,000−14.3% | 減碼 |
| Allianz Asset Management GmbH | 2,585,521 | $7,146 萬 | 0.15% | −47,515−1.8% | 減碼 |
| Point72 Asset Management, L.P. | 2,525,823 | $6,981 萬 | 0.24% | +2,525,388+580,549.0% | 加碼 |
| FIL Ltd | 2,429,645 | $6,716 萬 | 0.08% | −7460.0% | 減碼 |
| Goldman Sachs Group Inc | 2,285,660 | $6,318 萬 | 0.02% | +188,829+9.0% | 加碼 |
| Legal & General Group Plc | 2,096,458 | $5,795 萬 | 0.02% | +520,064+33.0% | 加碼 |
| Shannon River Fund Management LLC | 2,091,894 | $5,782 萬 | 14.42% | −57,976−2.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 2,044,128 | $5,531 萬 | 0.12% | −85,563−4.0% | 減碼 |
| Wells Fargo & Company | 1,759,535 | $4,863 萬 | 0.01% | −69,266−3.8% | 減碼 |
| Clark Capital Management Group, Inc. | 1,724,735 | $4,767 萬 | 0.43% | +114,691+7.1% | 加碼 |
| SEI Investments Co | 1,655,312 | $4,575 萬 | 0.08% | −65,666−3.8% | 減碼 |
| Millennium Management LLC | 1,579,453 | $4,366 萬 | 0.05% | −784,491−33.2% | 減碼 |
| Iridian Asset Management LLC | 1,570,110 | $4,340 萬 | 4.04% | −539,886−25.6% | 減碼 |
| TCW Group Inc | 1,565,852 | $4,328 萬 | 0.48% | +369,333+30.9% | 加碼 |
| UBS Asset Management Americas Inc | 1,782,550 | $4,102 萬 | 0.02% | 00.0% | 不變 |
| Merewether Investment Management, LP | 1,475,360 | $4,078 萬 | 2.96% | +1,036,760+236.4% | 加碼 |
| Brandes Investment Partners, LP | 1,402,904 | $3,878 萬 | 0.78% | +96,662+7.4% | 加碼 |
| State of Wisconsin Investment Board | 1,385,226 | $3,829 萬 | 0.11% | +21,969+1.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 1,377,015 | $3,806 萬 | 0.61% | −180,511−11.6% | 減碼 |
| New York State Common Retirement Fund | 1,341,889 | $3,709 萬 | 0.05% | +1,200,028+845.9% | 加碼 |
| JPMorgan Chase & Co | 1,332,531 | $3,683 萬 | 0.00% | +564,744+73.6% | 加碼 |
| Storebrand Asset Management AS | 1,219,852 | $3,372 萬 | 0.15% | −9,817−0.8% | 減碼 |
| Woodline Partners LP | 1,186,624 | $3,280 萬 | 0.39% | +713,871+151.0% | 加碼 |
| Qube Research & Technologies Ltd | 1,150,515 | $3,180 萬 | 0.12% | +192,785+20.1% | 加碼 |
| Cookson Peirce & Co Inc | 1,147,987 | $3,173 萬 | 1.94% | −11,103−1.0% | 減碼 |
| Cinctive Capital Management LP | 1,118,126 | $3,091 萬 | 1.21% | +652,356+140.1% | 加碼 |
| Marshall Wace, LLP | 1,112,449 | $3,075 萬 | 0.07% | +201,225+22.1% | 加碼 |
| Amundi | 1,088,414 | $3,008 萬 | 0.02% | −58,992−5.1% | 減碼 |
| LPL Financial LLC | 1,077,614 | $2,979 萬 | 0.02% | +8,209+0.8% | 加碼 |
| First Republic Investment Management, Inc. | 1,047,240 | $2,895 萬 | 0.15% | −68,028−6.1% | 減碼 |
| Swiss National Bank | 982,100 | $2,715 萬 | 0.02% | +4,800+0.5% | 加碼 |
| Perpetual Ltd | 981,557 | $2,713 萬 | 0.23% | −172,100−14.9% | 減碼 |
| Tocqueville Asset Management L.P. | 970,015 | $2,681 萬 | 0.48% | −37,385−3.7% | 減碼 |
| California Public Employees Retirement System | 933,496 | $2,580 萬 | 0.02% | −25,290−2.6% | 減碼 |
| Clear Harbor Asset Management, LLC | 900,501 | $2,489 萬 | 2.45% | +6,766+0.8% | 加碼 |
| M.D. Sass Investors Services, Inc. | 877,839 | $2,426 萬 | 3.32% | +877,839 | 新進 |
| Capital International Investors | 864,808 | $2,390 萬 | 0.01% | −1,426,927−62.3% | 減碼 |
| Nishkama Capital, LLC | 858,858 | $2,374 萬 | 4.37% | −1,300,775−60.2% | 減碼 |
| Renaissance Technologies LLC | 837,554 | $2,315 萬 | 0.03% | −1,222,852−59.4% | 減碼 |
| Credit Suisse AG | 821,099 | $2,270 萬 | 0.02% | +24,434+3.1% | 加碼 |
| Ionic Capital Management LLC | 784,685 | $2,169 萬 | 8.77% | −45,800−5.5% | 減碼 |
| Blue Door Asset Management, LLC | 766,150 | $2,118 萬 | 16.98% | +43,000+5.9% | 加碼 |
| Becker Capital Management Inc | 727,806 | $2,012 萬 | 0.76% | +29,024+4.2% | 加碼 |
| Northern Trust Corp | 709,367 | $1,961 萬 | 0.00% | −26,182−3.6% | 減碼 |
| Envestnet Asset Management Inc | 705,132 | $1,949 萬 | 0.01% | +32,047+4.8% | 加碼 |
| Kettle Hill Capital Management, LLC | 689,762 | $1,907 萬 | 3.78% | +689,762 | 新進 |
| Scout Investments, Inc. | 673,736 | $1,905 萬 | 0.39% | −1,318,617−66.2% | 減碼 |
| UBS Group AG | 684,420 | $1,892 萬 | 0.01% | +66,145+10.7% | 加碼 |
| ARS Investment Partners, LLC | 670,325 | $1,853 萬 | 2.16% | −18,745−2.7% | 減碼 |
| Frontier Capital Management Co LLC | 662,820 | $1,832 萬 | 0.18% | −6,807−1.0% | 減碼 |
| ExodusPoint Capital Management, LP | 637,886 | $1,763 萬 | 0.21% | +311,872+95.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 632,664 | $1,749 萬 | 0.06% | 00.0% | 不變 |
| Glenview Capital Management, LLC | 621,859 | $1,719 萬 | 0.46% | −1,300,491−67.7% | 減碼 |
| Ararat Capital Management, LP | 619,854 | $1,713 萬 | 5.73% | −336,411−35.2% | 減碼 |
| Robeco Institutional Asset Management B.V. | 617,476 | $1,707 萬 | 0.04% | −128,501−17.2% | 減碼 |
| Philosophy Capital Management LLC | 611,674 | $1,691 萬 | 3.78% | +37,596+6.5% | 加碼 |
| Decade Renewable Partners LP | 600,000 | $1,658 萬 | 7.68% | −458,080−43.3% | 減碼 |
| Raymond James & Associates | 593,509 | $1,640 萬 | 0.01% | +68,373+13.0% | 加碼 |
| National Bank of Canada | 588,415 | $1,625 萬 | 0.03% | +544,390+1,236.5% | 加碼 |
| Kingdon Capital Management, L.L.C. | 585,000 | $1,617 萬 | 2.82% | −80,000−12.0% | 減碼 |
| Deutsche Bank AG | 571,372 | $1,579 萬 | 0.01% | −81,975−12.5% | 減碼 |
| S&T Bank | 542,576 | $1,500 萬 | 2.70% | −48,677−8.2% | 減碼 |
| Charles Schwab Investment Management Inc | 541,029 | $1,495 萬 | 0.00% | −55,629−9.3% | 減碼 |
| Stifel Financial Corp | 506,591 | $1,400 萬 | 0.02% | +83,488+19.7% | 加碼 |
| Man Group plc | 486,277 | $1,344 萬 | 0.04% | – | – |
| Geode Capital Management, LLC | 463,633 | $1,281 萬 | 0.00% | −20,783−4.3% | 減碼 |
| Thrivent Financial for Lutherans | 457,079 | $1,263 萬 | 0.03% | −14,157−3.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 452,960 | $1,252 萬 | 0.11% | +363,233+404.8% | 加碼 |
| Ameriprise Financial Inc | 451,044 | $1,247 萬 | 0.00% | +3,515+0.8% | 加碼 |
| Bank of New York Mellon Corp | 449,059 | $1,241 萬 | 0.00% | −12,307−2.7% | 減碼 |