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 $561.2 億；第三點資本和Maverick 資本兩位大師持有。
2024 年第 2 季 13F 持有人
Flex Ltd. 在 2024/6/30 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
- 475
- 較 2024 年第 1 季 +5 家
- 持有股數
- 3.91 億
- 較 2024 年第 1 季 −357.5 萬 (−0.9%)
- 總市值
- $115.2 億
- 較 2024 年第 1 季 +$2.45 億 (+2.2%)
- 新進機構
- 62
- 另有 151 家加碼
- 清倉機構
- 57
- 另有 191 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 | $561.2 億 |
| 2026 年第 1 季 | 789 | $230.9 億 |
| 2025 年第 4 季 | 766 | $220.6 億 |
| 2025 年第 3 季 | 700 | $206.4 億 |
| 2025 年第 2 季 | 648 | $188.6 億 |
| 2025 年第 1 季 | 584 | $124.2 億 |
| 2024 年第 4 季 | 571 | $151.2 億 |
| 2024 年第 3 季 | 501 | $130.4 億 |
| 2024 年第 2 季 | 475 | $115.2 億 |
| 2024 年第 1 季 | 473 | $113.0 億 |
| 2023 年第 4 季 | 477 | $120.2 億 |
| 2023 年第 3 季 | 451 | $111.2 億 |
| 2023 年第 2 季 | 442 | $118.4 億 |
| 2023 年第 1 季 | 428 | $98.7 億 |
| 2022 年第 4 季 | 416 | $94.0 億 |
| 2022 年第 3 季 | 376 | $73.1 億 |
| 2022 年第 2 季 | 358 | $63.5 億 |
| 2022 年第 1 季 | 354 | $82.2 億 |
| 2021 年第 4 季 | 352 | $82.3 億 |
| 2021 年第 3 季 | 322 | $80.7 億 |
| 2021 年第 2 季 | 332 | $83.4 億 |
| 2021 年第 1 季 | 335 | $87.1 億 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Iridian Asset Management LLC | 585,156 | $1,726 萬 | 3.89% | −139,010−19.2% | 減碼 |
| Northern Trust Corp | 588,210 | $1,735 萬 | 0.00% | −62,885−9.7% | 減碼 |
| Amundi | 581,456 | $1,750 萬 | 0.01% | −666,080−53.4% | 減碼 |
| Bank of New York Mellon Corp | 599,946 | $1,769 萬 | 0.00% | +81,335+15.7% | 加碼 |
| Geode Capital Management, LLC | 620,879 | $1,831 萬 | 0.00% | +11,076+1.8% | 加碼 |
| Voloridge Investment Management, LLC | 647,509 | $1,910 萬 | 0.07% | −1,335,401−67.3% | 減碼 |
| Tudor Investment Corp Et Al | 655,358 | $1,933 萬 | 0.22% | +156,345+31.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 663,691 | $1,957 萬 | 0.02% | +590,584+807.8% | 加碼 |
| Blue Door Asset Management, LLC | 667,350 | $1,968 萬 | 13.36% | −94,800−12.4% | 減碼 |
| Raymond James & Associates | 675,207 | $1,991 萬 | 0.01% | −24,350−3.5% | 減碼 |
| Stifel Financial Corp | 678,003 | $1,999 萬 | 0.02% | +163,621+31.8% | 加碼 |
| UBS Group AG | 682,294 | $2,012 萬 | 0.01% | +49,063+7.7% | 加碼 |
| Becker Capital Management Inc | 686,992 | $2,026 萬 | 0.70% | −8,262−1.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 707,556 | $2,087 萬 | 0.16% | −472,918−40.1% | 減碼 |
| Point72 Asset Management, L.P. | 728,900 | $2,150 萬 | 0.07% | +728,900 | 新進 |
| Swiss National Bank | 828,414 | $2,443 萬 | 0.02% | −27,400−3.2% | 減碼 |
| California Public Employees Retirement System | 850,778 | $2,509 萬 | 0.02% | −1,561,453−64.7% | 減碼 |
| Capital International Investors | 864,808 | $2,550 萬 | 0.01% | 00.0% | 不變 |
| Nishkama Capital, LLC | 884,177 | $2,607 萬 | 3.90% | +459,770+108.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 905,908 | $2,672 萬 | 2.33% | −4,104−0.5% | 減碼 |
| Storebrand Asset Management AS | 949,566 | $2,800 萬 | 0.09% | −2,467−0.3% | 減碼 |
| Tocqueville Asset Management L.P. | 994,062 | $2,931 萬 | 0.48% | −62,186−5.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,072,357 | $3,138 萬 | 0.06% | −41,899−3.8% | 減碼 |
| Marshall Wace, LLP | 1,136,410 | $3,351 萬 | 0.05% | +331,027+41.1% | 加碼 |
| J. Safra Sarasin Holding AG | 1,140,098 | $3,362 萬 | 0.61% | +1,140,098 | 新進 |
| Park West Asset Management LLC | 1,189,200 | $3,507 萬 | 2.74% | −1,185,800−49.9% | 減碼 |
| Qube Research & Technologies Ltd | 1,192,422 | $3,516 萬 | 0.06% | −96,468−7.5% | 減碼 |
| LPL Financial LLC | 1,204,940 | $3,553 萬 | 0.02% | +196,072+19.4% | 加碼 |
| Shannon River Fund Management LLC | 1,243,975 | $3,668 萬 | 6.31% | +100,706+8.8% | 加碼 |
| Envestnet Asset Management Inc | 1,291,821 | $3,810 萬 | 0.01% | +122,183+10.4% | 加碼 |
| New York State Common Retirement Fund | 1,295,449 | $3,820 萬 | 0.05% | −23,501−1.8% | 減碼 |
| SEI Investments Co | 1,296,928 | $3,825 萬 | 0.05% | −70,428−5.2% | 減碼 |
| Cookson Peirce & Co Inc | 1,308,476 | $3,859 萬 | 1.86% | +174,013+15.3% | 加碼 |
| Allianz Asset Management GmbH | 1,436,471 | $4,236 萬 | 0.07% | −813,044−36.1% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 1,449,155 | $4,274 萬 | 1.52% | −2,414,000−62.5% | 減碼 |
| Wells Fargo & Company | 1,502,769 | $4,432 萬 | 0.01% | −2,122−0.1% | 減碼 |
| Millennium Management LLC | 1,628,690 | $4,803 萬 | 0.04% | −272,033−14.3% | 減碼 |
| Goldman Sachs Group Inc | 1,636,571 | $4,826 萬 | 0.01% | +280,216+20.7% | 加碼 |
| TCW Group Inc | 1,711,749 | $5,048 萬 | 0.45% | +556,286+48.1% | 加碼 |
| Citadel Advisors LLC | 1,816,366 | $5,356 萬 | 0.05% | −3,014,353−62.4% | 減碼 |
| Neuberger Berman Group LLC | 1,965,473 | $5,796 萬 | 0.05% | +1,965,473 | 新進 |
| Brandes Investment Partners, LP | 2,055,170 | $6,059 萬 | 0.75% | +157,516+8.3% | 加碼 |
| FIL Ltd | 2,075,241 | $6,120 萬 | 0.06% | −224,855−9.8% | 減碼 |
| Artisan Partners Limited Partnership | 2,075,918 | $6,122 萬 | 0.09% | −24,030−1.1% | 減碼 |
| UBS Asset Management Americas Inc | 2,134,557 | $6,295 萬 | 0.02% | +314,546+17.3% | 加碼 |
| Morgan Stanley | 2,227,795 | $6,570 萬 | 0.01% | −162,392−6.8% | 減碼 |
| Merewether Investment Management, LP | 2,468,900 | $7,281 萬 | 3.84% | +2,468,900 | 新進 |
| Westfield Capital Management Co LP | 2,932,165 | $8,647 萬 | 0.42% | +1,130,586+62.8% | 加碼 |
| Legal & General Group Plc | 3,036,161 | $8,954 萬 | 0.03% | +61,602+2.1% | 加碼 |
| State Street Corp | 3,061,255 | $9,028 萬 | 0.00% | −872,193−22.2% | 減碼 |
| Macquarie Group Ltd | 3,080,133 | $9,083 萬 | 0.10% | −882,225−22.3% | 減碼 |
| Sound Shore Management Inc | 3,144,867 | $9,274 萬 | 3.09% | −1,149,763−26.8% | 減碼 |
| Alyeska Investment Group, L.P. | 3,907,288 | $1.15 億 | 0.67% | −285,397−6.8% | 減碼 |
| Earnest Partners LLC | 4,066,371 | $1.20 億 | 0.56% | −46,683−1.1% | 減碼 |
| Capital World Investors | 4,459,002 | $1.31 億 | 0.02% | +4,459,002 | 新進 |
| Franklin Resources Inc | 4,769,398 | $1.41 億 | 0.04% | −489,287−9.3% | 減碼 |
| Voya Investment Management LLC | 4,801,883 | $1.42 億 | 0.14% | −2,071,844−30.1% | 減碼 |
| Nuveen Asset Management, LLC | 5,288,612 | $1.56 億 | 0.05% | −117,004−2.2% | 減碼 |
| Invesco Ltd. | 5,412,970 | $1.60 億 | 0.03% | −15,044−0.3% | 減碼 |
| Vanguard Group Inc | 5,475,769 | $1.61 億 | 0.00% | −495,314−8.3% | 減碼 |
| JPMorgan Chase & Co | 5,750,516 | $1.70 億 | 0.01% | +3,741,328+186.2% | 加碼 |
| Norges Bank | 5,762,135 | $1.70 億 | 0.03% | −57,344−1.0% | 減碼 |
| LSV Asset Management | 6,865,673 | $2.02 億 | 0.44% | −116,500−1.7% | 減碼 |
| Massachusetts Financial Services Co | 7,064,693 | $2.08 億 | 0.06% | −71,832−1.0% | 減碼 |
| Dimensional Fund Advisors LP | 7,978,522 | $2.35 億 | 0.06% | +127,688+1.6% | 加碼 |
| Bank of America Corp | 8,466,623 | $2.50 億 | 0.02% | +829,775+10.9% | 加碼 |
| Victory Capital Management Inc | 8,763,580 | $2.58 億 | 0.26% | −5,530,585−38.7% | 減碼 |
| BlackRock Inc. | 9,188,608 | $2.71 億 | 0.01% | +781,478+9.3% | 加碼 |
| Lyrical Asset Management LP | 9,266,933 | $2.73 億 | 4.39% | −234,453−2.5% | 減碼 |
| Alliancebernstein L.P. | 13,540,747 | $3.99 億 | 0.14% | +2,777,165+25.8% | 加碼 |
| Boston Partners | 24,588,209 | $7.26 億 | 0.90% | +5,420,001+28.3% | 加碼 |
| Janus Henderson Group PLC | 26,529,371 | $7.82 億 | 0.42% | −1,111,633−4.0% | 減碼 |
| Wellington Management Group LLP | 38,082,441 | $11.2 億 | 0.20% | +1,301,381+3.5% | 加碼 |
| FMR LLC | 40,153,126 | $11.8 億 | 0.08% | −1,963,050−4.7% | 減碼 |
| Primecap Management Co | 44,285,974 | $13.1 億 | 0.95% | −1,479,490−3.2% | 減碼 |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −1,001,556−100.0% | 清倉 |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −902,652−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −773,029−100.0% | 清倉 |
| Perpetual Ltd | 0 | $0 | 0.00% | −663,657−100.0% | 清倉 |
| Sora Investors LLC | 0 | $0 | 0.00% | −400,000−100.0% | 清倉 |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −335,000−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −275,541−100.0% | 清倉 |
| Long Focus Capital Management, LLC | 0 | $0 | 0.00% | −220,000−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −198,400−100.0% | 清倉 |
| AYAL Capital Advisors Ltd | 0 | $0 | 0.00% | −192,300−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −149,024−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −102,700−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −99,668−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −99,479−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −96,778−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −86,572−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −61,503−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −58,182−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −49,245−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −40,628−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −28,703−100.0% | 清倉 |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −28,333−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −18,960−100.0% | 清倉 |
| LM Advisors LLC | 0 | $0 | 0.00% | −13,440−100.0% | 清倉 |