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。
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 +71 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
- 55
- 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 | $561.2 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 |
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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 134,882 | $673.3 萬 | 0.07% | +1,937+1.5% | 加碼 |
| Deltec Asset Management LLC | 138,419 | $691.0 萬 | 1.23% | −25,800−15.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 141,149 | $704.6 萬 | 0.05% | +33,436+31.0% | 加碼 |
| Public Employees Retirement System of Ohio | 142,955 | $713.6 萬 | 0.02% | +133,977+1,492.3% | 加碼 |
| L2 Asset Management, LLC | 144,865 | $723.2 萬 | 1.18% | +20,160+16.2% | 加碼 |
| Longbow Finance SA | 144,876 | $723.2 萬 | 0.77% | +21,781+17.7% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 144,940 | $723.5 萬 | 0.07% | +144,940 | 新進 |
| Arrowstreet Capital, Limited Partnership | 148,051 | $739.1 萬 | 0.01% | −17,853−10.8% | 減碼 |
| Verition Fund Management LLC | 148,527 | $741.4 萬 | 0.04% | +109,209+277.8% | 加碼 |
| State of Tennessee, Treasury Department | 149,356 | $745.6 萬 | 0.03% | −10,602−6.6% | 減碼 |
| Timber Creek Capital Management LLC | 149,120 | $753.7 萬 | 1.92% | +60.0% | 加碼 |
| Teacher Retirement System of Texas | 154,776 | $772.6 萬 | 0.03% | −16,841−9.8% | 減碼 |
| Calamos Advisors LLC | 156,500 | $781.2 萬 | 0.03% | +46,500+42.3% | 加碼 |
| Jane Street Group, LLC | 158,350 | $790.5 萬 | 0.01% | +84,672+114.9% | 加碼 |
| Brandywine Global Investment Management, LLC | 158,848 | $793.0 萬 | 0.06% | +15,637+10.9% | 加碼 |
| Creative Planning | 160,619 | $801.8 萬 | 0.01% | +15,256+10.5% | 加碼 |
| Thrivent Financial for Lutherans | 162,886 | $813.1 萬 | 0.02% | −29,980−15.5% | 減碼 |
| HSBC Holdings PLC | 169,426 | $846.2 萬 | 0.01% | −70,364−29.3% | 減碼 |
| Renaissance Group LLC | 175,521 | $876.2 萬 | 0.34% | +31,095+21.5% | 加碼 |
| Amalgamated Bank | 176,269 | $879.9 萬 | 0.07% | +20,910+13.5% | 加碼 |
| Treasurer of the State of North Carolina | 178,050 | $888.8 萬 | 0.03% | +178,050 | 新進 |
| Amundi | 177,130 | $898.8 萬 | 0.00% | −466,185−72.5% | 減碼 |
| Moran Wealth Management, LLC | 186,056 | $928.8 萬 | 0.29% | −15,830−7.8% | 減碼 |
| Royce & Associates LP | 186,859 | $932.8 萬 | 0.10% | −47,008−20.1% | 減碼 |
| Baker Avenue Asset Management, LP | 187,881 | $937.9 萬 | 0.27% | −16,804−8.2% | 減碼 |
| Meitav Dash Investments Ltd | 188,075 | $938.9 萬 | 0.14% | 00.0% | 不變 |
| Prudential Financial Inc | 189,280 | $944.9 萬 | 0.01% | +40,330+27.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 190,244 | $949.7 萬 | 0.11% | −5,989−3.1% | 減碼 |
| Mutual of America Capital Management LLC | 190,519 | $951.1 萬 | 0.10% | −6,660−3.4% | 減碼 |
| Graybill Bartz & Assoc Ltd | 192,083 | $958.9 萬 | 3.13% | −10,880−5.4% | 減碼 |
| Russell Investments Group, Ltd. | 192,909 | $963.0 萬 | 0.01% | −43,441−18.4% | 減碼 |
| Leuthold Group, LLC | 197,916 | $988.0 萬 | 1.18% | −3,080−1.5% | 減碼 |
| Algert Global LLC | 198,145 | $989.1 萬 | 0.21% | +147,560+291.7% | 加碼 |
| AQR Capital Management LLC | 199,104 | $993.7 萬 | 0.01% | −301,066−60.2% | 減碼 |
| Raiffeisen Bank International AG | 205,548 | $1,008 萬 | 0.15% | −280.0% | 減碼 |
| SG Americas Securities, LLC | 204,279 | $1,020 萬 | 0.04% | +188,985+1,235.7% | 加碼 |
| Royal London Asset Management Ltd | 205,538 | $1,026 萬 | 0.02% | −13,507−6.2% | 減碼 |
| MetLife Investment Management | 206,261 | $1,030 萬 | 0.06% | +411+0.2% | 加碼 |
| Schroder Investment Management Group | 209,874 | $1,048 萬 | 0.01% | −66,960−24.2% | 減碼 |
| Brown Advisory Inc | 210,137 | $1,049 萬 | 0.01% | −15,540−6.9% | 減碼 |
| Federated Hermes, Inc. | 212,948 | $1,063 萬 | 0.02% | −13,643−6.0% | 減碼 |
| State of Wisconsin Investment Board | 219,475 | $1,096 萬 | 0.03% | −10,583−4.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 220,981 | $1,103 萬 | 0.04% | −92,913−29.6% | 減碼 |
| Susquehanna International Group, LLP | 225,955 | $1,128 萬 | 0.02% | +225,955 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 226,704 | $1,132 萬 | 0.02% | −18,420−7.5% | 減碼 |
| Brant Point Investment Management LLC | 227,521 | $1,136 萬 | 2.59% | +4,521+2.0% | 加碼 |
| Janney Montgomery Scott LLC | 227,690 | $1,137 萬 | 0.03% | +4,875+2.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 228,730 | $1,142 萬 | 0.01% | −5,745−2.5% | 減碼 |
| S&T Bank | 231,007 | $1,153 萬 | 3.51% | −22,055−8.7% | 減碼 |
| AXA S.A. | 231,962 | $1,158 萬 | 0.03% | −3,750−1.6% | 減碼 |
| Concentric Capital Strategies, LP | 236,740 | $1,182 萬 | 0.67% | +236,740 | 新進 |
| Kingdon Capital Management, L.L.C. | 240,000 | $1,198 萬 | 2.31% | −30,000−11.1% | 減碼 |
| Cinctive Capital Management LP | 245,739 | $1,227 萬 | 0.69% | +245,739 | 新進 |
| Danske Bank A/S | 247,523 | $1,236 萬 | 0.03% | +209,674+554.0% | 加碼 |
| D. Scott Neal, Inc. | 267,751 | $1,337 萬 | 6.66% | +9,200+3.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 280,916 | $1,402 萬 | 0.01% | +42,712+17.9% | 加碼 |
| Hancock Whitney Corp | 283,192 | $1,414 萬 | 0.27% | +283,192 | 新進 |
| National Bank of Canada | 291,375 | $1,454 萬 | 0.02% | −62,948−17.8% | 減碼 |
| LMR Partners LLP | 300,000 | $1,498 萬 | 0.23% | +300,000 | 新進 |
| Van Eck Associates Corp | 300,330 | $1,499 萬 | 0.02% | +300,330 | 新進 |
| Bridgewater Associates, LP | 307,742 | $1,536 萬 | 0.06% | −148,378−32.5% | 減碼 |
| Tocqueville Asset Management L.P. | 315,226 | $1,574 萬 | 0.24% | +855+0.3% | 加碼 |
| Standard Life Aberdeen plc | 339,270 | $1,694 萬 | 0.03% | +18,382+5.7% | 加碼 |
| Voloridge Investment Management, LLC | 349,835 | $1,746 萬 | 0.06% | +349,835 | 新進 |
| New York State Teachers Retirement System | 358,329 | $1,789 萬 | 0.04% | +2,784+0.8% | 加碼 |
| Cozad Asset Management Inc | 358,520 | $1,790 萬 | 1.56% | +18,686+5.5% | 加碼 |
| California State Teachers Retirement System | 366,853 | $1,831 萬 | 0.02% | +24,044+7.0% | 加碼 |
| Price T Rowe Associates Inc | 381,509 | $1,905 萬 | 0.00% | +164,553+75.8% | 加碼 |
| Stifel Financial Corp | 390,283 | $1,948 萬 | 0.02% | −53,269−12.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 392,938 | $1,962 萬 | 0.03% | −72,310−15.5% | 減碼 |
| Blue Door Asset Management, LLC | 418,250 | $2,088 萬 | 11.95% | +17,400+4.3% | 加碼 |
| Logan Capital Management Inc | 420,468 | $2,099 萬 | 0.98% | −43,154−9.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 430,165 | $2,147 萬 | 0.04% | +430,165 | 新進 |
| Retirement Systems of Alabama | 468,238 | $2,337 萬 | 0.08% | +1,955+0.4% | 加碼 |
| Portolan Capital Management, LLC | 480,604 | $2,399 萬 | 1.50% | +199,696+71.1% | 加碼 |
| Frontier Capital Management Co LLC | 486,689 | $2,430 萬 | 0.22% | −74,375−13.3% | 減碼 |
| Park West Asset Management LLC | 500,000 | $2,496 萬 | 1.90% | +62,500+14.3% | 加碼 |
| Citadel Advisors LLC | 515,685 | $2,574 萬 | 0.02% | −1,570,457−75.3% | 減碼 |
| Walleye Capital LLC | 548,875 | $2,740 萬 | 0.25% | +530,736+2,925.9% | 加碼 |
| Los Angeles Capital Management LLC | 593,880 | $2,965 萬 | 0.11% | +593,880 | 新進 |
| Becker Capital Management Inc | 601,828 | $3,004 萬 | 0.94% | −26,510−4.2% | 減碼 |
| Woodline Partners LP | 624,745 | $3,119 萬 | 0.16% | +624,745 | 新進 |
| Man Group plc | 644,939 | $3,220 萬 | 0.07% | +320,953+99.1% | 加碼 |
| Storebrand Asset Management AS | 658,406 | $3,287 萬 | 0.10% | +35,041+5.6% | 加碼 |
| Raymond James Financial Inc | 664,979 | $3,320 萬 | 0.01% | −59,715−8.2% | 減碼 |
| LPL Financial LLC | 672,665 | $3,358 萬 | 0.01% | −441,113−39.6% | 減碼 |
| Ameriprise Financial Inc | 687,592 | $3,432 萬 | 0.01% | −37,223−5.1% | 減碼 |
| Cartenna Capital, LP | 700,000 | $3,494 萬 | 2.14% | +700,000 | 新進 |
| J. Safra Sarasin Holding AG | 710,620 | $3,547 萬 | 0.61% | −401,703−36.1% | 減碼 |
| Swiss National Bank | 731,914 | $3,654 萬 | 0.02% | −19,400−2.6% | 減碼 |
| Goldman Sachs Group Inc | 758,941 | $3,789 萬 | 0.01% | −520,196−40.7% | 減碼 |
| Royal Bank of Canada | 767,906 | $3,833 萬 | 0.01% | +100,099+15.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 806,900 | $4,028 萬 | 0.09% | +80,678+11.1% | 加碼 |
| California Public Employees Retirement System | 844,558 | $4,216 萬 | 0.03% | +66,724+8.6% | 加碼 |
| Clear Harbor Asset Management, LLC | 861,984 | $4,303 萬 | 3.24% | −5,313−0.6% | 減碼 |
| Capital International Investors | 864,879 | $4,317 萬 | 0.01% | +710.0% | 加碼 |
| Principal Financial Group Inc | 868,548 | $4,336 萬 | 0.02% | +5,916+0.7% | 加碼 |
| Barclays PLC | 995,229 | $4,968 萬 | 0.02% | −48,848−4.7% | 減碼 |
| Rhumbline Advisers | 1,030,856 | $5,146 萬 | 0.04% | +321,287+45.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,067,652 | $5,300 萬 | 0.09% | −46,604−4.2% | 減碼 |