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。
2025 年第 2 季 13F 持有人
Flex Ltd. 在 2025/6/30 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
- 648
- 較 2025 年第 1 季 +72 家
- 持有股數
- 3.78 億
- 較 2025 年第 1 季 +231.2 萬 (+0.6%)
- 總市值
- $188.6 億
- 較 2025 年第 1 季 +$64.4 億 (+51.9%)
- 新進機構
- 126
- 另有 206 家加碼
- 清倉機構
- 54
- 另有 221 家減碼
另有 7 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 42,223,452 | $21.1 億 | 0.04% | +10,664,549+33.8% | 加碼 |
| Primecap Management Co | 33,603,616 | $16.8 億 | 1.33% | −2,521,231−7.0% | 減碼 |
| Janus Henderson Group PLC | 26,482,327 | $13.2 億 | 0.65% | +160,902+0.6% | 加碼 |
| FMR LLC | 25,712,693 | $12.8 億 | 0.07% | +2,850,679+12.5% | 加碼 |
| Wellington Management Group LLP | 20,874,998 | $10.4 億 | 0.19% | −867,196−4.0% | 減碼 |
| Boston Partners | 20,620,717 | $10.3 億 | 1.14% | +687,835+3.5% | 加碼 |
| Vanguard Group Inc | 12,861,925 | $6.42 億 | 0.01% | +537,062+4.4% | 加碼 |
| State Street Corp | 12,259,554 | $6.12 億 | 0.02% | +3,377,669+38.0% | 加碼 |
| Invesco Ltd. | 8,871,601 | $4.43 億 | 0.08% | +508,495+6.1% | 加碼 |
| Alliancebernstein L.P. | 8,838,359 | $4.41 億 | 0.14% | −1,193,421−11.9% | 減碼 |
| Lyrical Asset Management LP | 7,972,366 | $3.98 億 | 5.74% | −632,703−7.4% | 減碼 |
| Bank of America Corp | 7,590,148 | $3.79 億 | 0.03% | −299,531−3.8% | 減碼 |
| Geode Capital Management, LLC | 7,180,371 | $3.58 億 | 0.03% | +2,459,511+52.1% | 加碼 |
| LSV Asset Management | 6,763,903 | $3.38 億 | 0.79% | −214,574−3.1% | 減碼 |
| Dimensional Fund Advisors LP | 6,533,752 | $3.26 億 | 0.08% | −861,702−11.7% | 減碼 |
| Voya Investment Management LLC | 6,313,945 | $3.15 億 | 0.31% | +1,500,057+31.2% | 加碼 |
| Norges Bank | 5,836,569 | $2.91 億 | 0.04% | −147,517−2.5% | 減碼 |
| Nuveen, LLC | 5,420,331 | $2.71 億 | 0.07% | +331,314+6.5% | 加碼 |
| Massachusetts Financial Services Co | 5,276,176 | $2.63 億 | 0.08% | −252,820−4.6% | 減碼 |
| Polar Capital Holdings Plc | 3,749,054 | $1.87 億 | 0.98% | +957,985+34.3% | 加碼 |
| Alyeska Investment Group, L.P. | 3,633,342 | $1.81 億 | 0.64% | +855,589+30.8% | 加碼 |
| Earnest Partners LLC | 3,512,298 | $1.75 億 | 0.79% | −608,815−14.8% | 減碼 |
| Franklin Resources Inc | 3,433,039 | $1.71 億 | 0.05% | −325,818−8.7% | 減碼 |
| UBS Asset Management Americas Inc | 3,167,201 | $1.58 億 | 0.03% | +31,954+1.0% | 加碼 |
| Northern Trust Corp | 3,154,333 | $1.57 億 | 0.02% | +676,867+27.3% | 加碼 |
| Bank of New York Mellon Corp | 2,928,808 | $1.46 億 | 0.03% | +894,790+44.0% | 加碼 |
| Charles Schwab Investment Management Inc | 2,662,488 | $1.33 億 | 0.02% | +116,032+4.6% | 加碼 |
| Balyasny Asset Management LLC | 2,616,830 | $1.31 億 | 0.30% | +743,921+39.7% | 加碼 |
| Morgan Stanley | 2,562,065 | $1.28 億 | 0.01% | +696,279+37.3% | 加碼 |
| Legal & General Group Plc | 2,443,107 | $1.22 億 | 0.03% | −426,262−14.9% | 減碼 |
| Artisan Partners Limited Partnership | 2,048,404 | $1.02 億 | 0.15% | +199,046+10.8% | 加碼 |
| Allianz Asset Management GmbH | 2,032,910 | $1.01 億 | 0.14% | −235,729−10.4% | 減碼 |
| Sound Shore Management Inc | 1,770,524 | $8,838 萬 | 3.01% | +39,579+2.3% | 加碼 |
| Macquarie Group Ltd | 1,530,590 | $7,641 萬 | 0.09% | −130,057−7.8% | 減碼 |
| JPMorgan Chase & Co | 1,462,281 | $7,300 萬 | 0.01% | −2,148,989−59.5% | 減碼 |
| New York State Common Retirement Fund | 1,417,790 | $7,078 萬 | 0.09% | −82,103−5.5% | 減碼 |
| UBS Group AG | 1,409,475 | $7,036 萬 | 0.01% | −978,113−41.0% | 減碼 |
| Envestnet Asset Management Inc | 1,349,595 | $6,737 萬 | 0.02% | −16,041−1.2% | 減碼 |
| Shannon River Fund Management LLC | 1,301,916 | $6,499 萬 | 10.01% | +288,334+28.4% | 加碼 |
| Qube Research & Technologies Ltd | 1,288,940 | $6,434 萬 | 0.09% | −849,174−39.7% | 減碼 |
| Cookson Peirce & Co Inc | 1,270,413 | $6,342 萬 | 2.79% | −23,809−1.8% | 減碼 |
| TCW Group Inc | 1,269,044 | $6,335 萬 | 0.50% | −431,406−25.4% | 減碼 |
| Wells Fargo & Company | 1,250,911 | $6,245 萬 | 0.01% | −135,254−9.8% | 減碼 |
| American Century Companies Inc | 1,237,386 | $6,177 萬 | 0.03% | +250,894+25.4% | 加碼 |
| Victory Capital Management Inc | 1,197,614 | $5,978 萬 | 0.04% | −1,100,451−47.9% | 減碼 |
| SEI Investments Co | 1,195,746 | $5,969 萬 | 0.07% | +42,130+3.7% | 加碼 |
| Brandes Investment Partners, LP | 1,170,482 | $5,843 萬 | 0.53% | −375,682−24.3% | 減碼 |
| Simcoe Capital Management, LLC | 1,141,000 | $5,696 萬 | 8.31% | +50,720+4.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,067,652 | $5,300 萬 | 0.09% | −46,604−4.2% | 減碼 |
| Rhumbline Advisers | 1,030,856 | $5,146 萬 | 0.04% | +321,287+45.3% | 加碼 |
| Barclays PLC | 995,229 | $4,968 萬 | 0.02% | −48,848−4.7% | 減碼 |
| Principal Financial Group Inc | 868,548 | $4,336 萬 | 0.02% | +5,916+0.7% | 加碼 |
| Capital International Investors | 864,879 | $4,317 萬 | 0.01% | +710.0% | 加碼 |
| Clear Harbor Asset Management, LLC | 861,984 | $4,303 萬 | 3.24% | −5,313−0.6% | 減碼 |
| California Public Employees Retirement System | 844,558 | $4,216 萬 | 0.03% | +66,724+8.6% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 806,900 | $4,028 萬 | 0.09% | +80,678+11.1% | 加碼 |
| Royal Bank of Canada | 767,906 | $3,833 萬 | 0.01% | +100,099+15.0% | 加碼 |
| Goldman Sachs Group Inc | 758,941 | $3,789 萬 | 0.01% | −520,196−40.7% | 減碼 |
| Swiss National Bank | 731,914 | $3,654 萬 | 0.02% | −19,400−2.6% | 減碼 |
| J. Safra Sarasin Holding AG | 710,620 | $3,547 萬 | 0.61% | −401,703−36.1% | 減碼 |
| Cartenna Capital, LP | 700,000 | $3,494 萬 | 2.14% | +700,000 | 新進 |
| Ameriprise Financial Inc | 687,592 | $3,432 萬 | 0.01% | −37,223−5.1% | 減碼 |
| LPL Financial LLC | 672,665 | $3,358 萬 | 0.01% | −441,113−39.6% | 減碼 |
| Raymond James Financial Inc | 664,979 | $3,320 萬 | 0.01% | −59,715−8.2% | 減碼 |
| Storebrand Asset Management AS | 658,406 | $3,287 萬 | 0.10% | +35,041+5.6% | 加碼 |
| Man Group plc | 644,939 | $3,220 萬 | 0.07% | +320,953+99.1% | 加碼 |
| Woodline Partners LP | 624,745 | $3,119 萬 | 0.16% | +624,745 | 新進 |
| Becker Capital Management Inc | 601,828 | $3,004 萬 | 0.94% | −26,510−4.2% | 減碼 |
| Los Angeles Capital Management LLC | 593,880 | $2,965 萬 | 0.11% | +593,880 | 新進 |
| Walleye Capital LLC | 548,875 | $2,740 萬 | 0.25% | +530,736+2,925.9% | 加碼 |
| Citadel Advisors LLC | 515,685 | $2,574 萬 | 0.02% | −1,570,457−75.3% | 減碼 |
| Park West Asset Management LLC | 500,000 | $2,496 萬 | 1.90% | +62,500+14.3% | 加碼 |
| Frontier Capital Management Co LLC | 486,689 | $2,430 萬 | 0.22% | −74,375−13.3% | 減碼 |
| Portolan Capital Management, LLC | 480,604 | $2,399 萬 | 1.50% | +199,696+71.1% | 加碼 |
| Retirement Systems of Alabama | 468,238 | $2,337 萬 | 0.08% | +1,955+0.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 430,165 | $2,147 萬 | 0.04% | +430,165 | 新進 |
| Logan Capital Management Inc | 420,468 | $2,099 萬 | 0.98% | −43,154−9.3% | 減碼 |
| Blue Door Asset Management, LLC | 418,250 | $2,088 萬 | 11.95% | +17,400+4.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 392,938 | $1,962 萬 | 0.03% | −72,310−15.5% | 減碼 |
| Stifel Financial Corp | 390,283 | $1,948 萬 | 0.02% | −53,269−12.0% | 減碼 |
| Price T Rowe Associates Inc | 381,509 | $1,905 萬 | 0.00% | +164,553+75.8% | 加碼 |
| California State Teachers Retirement System | 366,853 | $1,831 萬 | 0.02% | +24,044+7.0% | 加碼 |
| Cozad Asset Management Inc | 358,520 | $1,790 萬 | 1.56% | +18,686+5.5% | 加碼 |
| New York State Teachers Retirement System | 358,329 | $1,789 萬 | 0.04% | +2,784+0.8% | 加碼 |
| Voloridge Investment Management, LLC | 349,835 | $1,746 萬 | 0.06% | +349,835 | 新進 |
| Standard Life Aberdeen plc | 339,270 | $1,694 萬 | 0.03% | +18,382+5.7% | 加碼 |
| Tocqueville Asset Management L.P. | 315,226 | $1,574 萬 | 0.24% | +855+0.3% | 加碼 |
| Bridgewater Associates, LP | 307,742 | $1,536 萬 | 0.06% | −148,378−32.5% | 減碼 |
| Van Eck Associates Corp | 300,330 | $1,499 萬 | 0.02% | +300,330 | 新進 |
| LMR Partners LLP | 300,000 | $1,498 萬 | 0.23% | +300,000 | 新進 |
| National Bank of Canada | 291,375 | $1,454 萬 | 0.02% | −62,948−17.8% | 減碼 |
| Hancock Whitney Corp | 283,192 | $1,414 萬 | 0.27% | +283,192 | 新進 |
| BNP Paribas Arbitrage, SA | 280,916 | $1,402 萬 | 0.01% | +42,712+17.9% | 加碼 |
| D. Scott Neal, Inc. | 267,751 | $1,337 萬 | 6.66% | +9,200+3.6% | 加碼 |
| Danske Bank A/S | 247,523 | $1,236 萬 | 0.03% | +209,674+554.0% | 加碼 |
| Cinctive Capital Management LP | 245,739 | $1,227 萬 | 0.69% | +245,739 | 新進 |
| Kingdon Capital Management, L.L.C. | 240,000 | $1,198 萬 | 2.31% | −30,000−11.1% | 減碼 |
| Concentric Capital Strategies, LP | 236,740 | $1,182 萬 | 0.67% | +236,740 | 新進 |
| AXA S.A. | 231,962 | $1,158 萬 | 0.03% | −3,750−1.6% | 減碼 |
| S&T Bank | 231,007 | $1,153 萬 | 3.51% | −22,055−8.7% | 減碼 |