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 |
|---|---|---|---|---|---|
| Algert Global LLC | 250,455 | $738.6 萬 | 0.25% | +31,876+14.6% | 加碼 |
| PGGM Investments | 242,935 | $716.4 萬 | 0.10% | −36,741−13.1% | 減碼 |
| Leuthold Group, LLC | 232,013 | $684.2 萬 | 0.79% | −2,068−0.9% | 減碼 |
| Canada Pension Plan Investment Board | 231,300 | $682.1 萬 | 0.01% | 00.0% | 不變 |
| Clayton Partners LLC | 228,829 | $674.8 萬 | 5.43% | −53,047−18.8% | 減碼 |
| Marietta Investment Partners LLC | 228,663 | $674.3 萬 | 1.48% | −33,902−12.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 228,373 | $673.5 萬 | 0.01% | −1,549−0.7% | 減碼 |
| Baker Avenue Asset Management, LP | 228,117 | $672.7 萬 | 0.23% | −20,144−8.1% | 減碼 |
| Nomura Holdings Inc | 227,751 | $671.6 萬 | 0.04% | +227,751 | 新進 |
| AQR Capital Management LLC | 226,303 | $667.4 萬 | 0.01% | +14,473+6.8% | 加碼 |
| Royal London Asset Management Ltd | 221,573 | $653.4 萬 | 0.02% | −2,541−1.1% | 減碼 |
| Royal Bank of Canada | 216,866 | $639.6 萬 | 0.00% | +5,990+2.8% | 加碼 |
| Teacher Retirement System of Texas | 213,344 | $629.2 萬 | 0.04% | −9,062−4.1% | 減碼 |
| Brant Point Investment Management LLC | 212,537 | $626.8 萬 | 1.47% | −10,450−4.7% | 減碼 |
| State of Wisconsin Investment Board | 210,915 | $622.0 萬 | 0.02% | −27,942−11.7% | 減碼 |
| Hel Ved Capital Management Ltd | 202,760 | $597.9 萬 | 2.11% | +202,760 | 新進 |
| Graybill Bartz & Assoc Ltd | 197,366 | $582.0 萬 | 2.36% | +2,030+1.0% | 加碼 |
| Meitav Dash Investments Ltd | 191,119 | $563.6 萬 | 0.10% | +620.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 189,404 | $558.6 萬 | 0.07% | +50,656+36.5% | 加碼 |
| Federated Hermes, Inc. | 188,818 | $556.8 萬 | 0.01% | 00.0% | 不變 |
| Capital Fund Management S.A. | 183,973 | $542.5 萬 | 0.06% | −43,084−19.0% | 減碼 |
| Concentric Capital Strategies, LP | 182,528 | $538.3 萬 | 0.34% | +182,528 | 新進 |
| Engineers Gate Manager LP | 181,355 | $534.8 萬 | 0.12% | +127,509+236.8% | 加碼 |
| Standard Life Aberdeen plc | 169,369 | $499.5 萬 | 0.01% | +20,653+13.9% | 加碼 |
| Dynamic Technology Lab Private Ltd | 166,924 | $492.3 萬 | 0.56% | +145,923+694.8% | 加碼 |
| Deutsche Bank AG | 159,137 | $469.3 萬 | 0.00% | +61,498+63.0% | 加碼 |
| Deltec Asset Management LLC | 158,219 | $466.6 萬 | 0.89% | −153,281−49.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 155,267 | $457.9 萬 | 0.02% | −78,521−33.6% | 減碼 |
| Todd Asset Management LLC | 152,562 | $449.9 萬 | 0.09% | +14,342+10.4% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 147,522 | $435.0 萬 | 0.00% | +121,116+458.7% | 加碼 |
| Quantbot Technologies LP | 146,995 | $433.5 萬 | 0.21% | +124,873+564.5% | 加碼 |
| Creative Planning | 140,532 | $414.4 萬 | 0.00% | −566−0.4% | 減碼 |
| Ensign Peak Advisors, Inc | 137,246 | $404.7 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 136,487 | $402.5 萬 | 0.00% | +14,928+12.3% | 加碼 |
| EAM Global Investors LLC | 135,211 | $398.7 萬 | 0.90% | +135,211 | 新進 |
| D. E. Shaw & Co., Inc. | 131,675 | $388.3 萬 | 0.01% | −528,724−80.1% | 減碼 |
| Squarepoint Ops LLC | 130,146 | $383.8 萬 | 0.01% | −42,468−24.6% | 減碼 |
| Catalyst Capital Advisors LLC | 127,975 | $377.4 萬 | 0.09% | −775−0.6% | 減碼 |
| Timber Creek Capital Management LLC | 125,518 | $370.2 萬 | 1.12% | +12,356+10.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 124,762 | $367.9 萬 | 0.00% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 121,510 | $358.3 萬 | 0.05% | 00.0% | 不變 |
| Cetera Investment Advisers | 121,276 | $357.6 萬 | 0.01% | −4,926−3.9% | 減碼 |
| Intrinsic Edge Capital Management LLC | 120,000 | $353.9 萬 | 0.34% | +120,000 | 新進 |
| Teachers Retirement System of the State of Kentucky | 118,120 | $348.3 萬 | 0.03% | −20,100−14.5% | 減碼 |
| Arizona State Retirement System | 117,907 | $347.7 萬 | 0.02% | −1,201−1.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 116,003 | $342.1 萬 | 0.04% | +3,818+3.4% | 加碼 |
| HighTower Advisors, LLC | 110,477 | $325.9 萬 | 0.01% | +1,358+1.2% | 加碼 |
| Seascape Capital Management | 102,743 | $303.0 萬 | 1.13% | +407+0.4% | 加碼 |
| GWM Advisors LLC | 102,234 | $301.5 萬 | 0.02% | +79,700+353.7% | 加碼 |
| Silvercrest Asset Management Group LLC | 98,033 | $289.1 萬 | 0.02% | +457+0.5% | 加碼 |
| Brinker Capital Investments, LLC | 97,972 | $288.9 萬 | 0.03% | +14,631+17.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 97,972 | $288.9 萬 | 0.03% | +14,631+17.6% | 加碼 |
| Gabelli Funds LLC | 95,750 | $282.4 萬 | 0.02% | −28,750−23.1% | 減碼 |
| Cyndeo Wealth Partners, LLC | 95,395 | $281.3 萬 | 0.22% | −153−0.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 94,866 | $279.8 萬 | 0.15% | +2,364+2.6% | 加碼 |
| Mirova | 94,462 | $278.6 萬 | 0.51% | +1,358+1.5% | 加碼 |
| CenterBook Partners LP | 93,876 | $276.8 萬 | 0.17% | −16,825−15.2% | 減碼 |
| Graphene Investments SAS | 93,700 | $276.3 萬 | 1.74% | −21,800−18.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 92,155 | $271.8 萬 | 0.03% | +3,302+3.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,596 | $270.1 萬 | 0.01% | +3,229+3.7% | 加碼 |
| Bridgewater Associates, LP | 91,169 | $268.9 萬 | 0.01% | −76,595−45.7% | 減碼 |
| Bayesian Capital Management, LP | 90,998 | $268.4 萬 | 0.31% | +90,998 | 新進 |
| Valliance Asset Management Ltd | 90,000 | $265.4 萬 | 4.24% | +90,000 | 新進 |
| Atria Investments LLC | 87,121 | $256.9 萬 | 0.03% | +3,277+3.9% | 加碼 |
| Logan Capital Management Inc | 85,346 | $251.7 萬 | 0.11% | −811−0.9% | 減碼 |
| Otter Creek Advisors, LLC | 85,321 | $251.6 萬 | 1.63% | +85,321 | 新進 |
| Prescott Group Capital Management, L.L.C. | 85,000 | $250.7 萬 | 0.39% | +25,000+41.7% | 加碼 |
| Truist Financial Corp | 77,648 | $229.0 萬 | 0.00% | +7,236+10.3% | 加碼 |
| Tredje AP-fonden | 77,108 | $227.4 萬 | 0.02% | 00.0% | 不變 |
| Corbyn Investment Management Inc | 75,174 | $221.7 萬 | 0.92% | −867−1.1% | 減碼 |
| Sanctuary Advisors, LLC | 73,255 | $212.2 萬 | 0.02% | +73,255 | 新進 |
| Assenagon Asset Management S.A. | 71,434 | $210.7 萬 | 0.01% | +2,090+3.0% | 加碼 |
| Alight Capital Management LP | 71,317 | $210.3 萬 | 0.52% | +71,317 | 新進 |
| Sciencast Management LP | 70,909 | $209.1 萬 | 0.73% | +51,919+273.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 68,926 | $204.3 萬 | 0.00% | −16,383−19.2% | 減碼 |
| Vontobel Holding Ltd. | 66,301 | $195.5 萬 | 0.01% | −40,188−37.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 66,126 | $195.0 萬 | 0.01% | +1,552+2.4% | 加碼 |
| Centiva Capital, LP | 65,769 | $194.0 萬 | 0.09% | +32,778+99.4% | 加碼 |
| Avantax Advisory Services, Inc. | 64,600 | $190.5 萬 | 0.01% | +64,600 | 新進 |
| Bank of Montreal | 60,936 | $187.7 萬 | 0.00% | +25,765+73.3% | 加碼 |
| Hussman Strategic Advisors, Inc. | 63,000 | $185.8 萬 | 0.51% | −21,000−25.0% | 減碼 |
| Rhumbline Advisers | 62,471 | $184.2 萬 | 0.00% | +7,113+12.8% | 加碼 |
| Price T Rowe Associates Inc | 62,065 | $183.1 萬 | 0.00% | −1,677−2.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 61,191 | $180.5 萬 | 0.06% | +8,974+17.2% | 加碼 |
| Delphi Management Inc | 59,353 | $175.0 萬 | 1.43% | −6,640−10.1% | 減碼 |
| ClariVest Asset Management LLC | 58,451 | $172.4 萬 | 0.18% | +162+0.3% | 加碼 |
| Pathstone Holdings, LLC | 57,254 | $168.8 萬 | 0.01% | +4,866+9.3% | 加碼 |
| Virtu Financial LLC | 55,123 | $162.6 萬 | 0.11% | +55,123 | 新進 |
| Cubist Systematic Strategies, LLC | 54,676 | $161.2 萬 | 0.03% | −225,053−80.5% | 減碼 |
| Mariner, LLC | 54,186 | $159.8 萬 | 0.00% | −231−0.4% | 減碼 |
| XTX Topco Ltd | 54,084 | $159.5 萬 | 0.14% | +54,084 | 新進 |
| MML Investors Services, LLC | 53,426 | $157.6 萬 | 0.01% | −2,592−4.6% | 減碼 |
| Pictet Asset Management Holding SA | 53,022 | $156.4 萬 | 0.00% | −1,293−2.4% | 減碼 |
| RBF Capital, LLC | 51,741 | $155.6 萬 | 0.09% | 00.0% | 不變 |
| New York Life Investment Management LLC | 51,113 | $150.7 萬 | 0.02% | +3,206+6.7% | 加碼 |
| HSBC Holdings PLC | 50,770 | $149.9 萬 | 0.00% | +36,465+254.9% | 加碼 |
| Qsemble Capital Management, LP | 50,810 | $149.8 萬 | 0.28% | +36,367+251.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 50,908 | $149.7 萬 | 0.00% | −378−0.7% | 減碼 |
| Steinberg Asset Management LLC | 48,594 | $143.3 萬 | 1.12% | −22,058−31.2% | 減碼 |
| Wolverine Trading, LLC | 48,274 | $142.4 萬 | 0.02% | −24,950−34.1% | 減碼 |