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 |
|---|---|---|---|---|---|
| Simcoe Capital Management, LLC | 1,141,000 | $5,696 萬 | 8.31% | +50,720+4.7% | 加碼 |
| Brandes Investment Partners, LP | 1,170,482 | $5,843 萬 | 0.53% | −375,682−24.3% | 減碼 |
| SEI Investments Co | 1,195,746 | $5,969 萬 | 0.07% | +42,130+3.7% | 加碼 |
| Victory Capital Management Inc | 1,197,614 | $5,978 萬 | 0.04% | −1,100,451−47.9% | 減碼 |
| American Century Companies Inc | 1,237,386 | $6,177 萬 | 0.03% | +250,894+25.4% | 加碼 |
| Wells Fargo & Company | 1,250,911 | $6,245 萬 | 0.01% | −135,254−9.8% | 減碼 |
| TCW Group Inc | 1,269,044 | $6,335 萬 | 0.50% | −431,406−25.4% | 減碼 |
| Cookson Peirce & Co Inc | 1,270,413 | $6,342 萬 | 2.79% | −23,809−1.8% | 減碼 |
| Qube Research & Technologies Ltd | 1,288,940 | $6,434 萬 | 0.09% | −849,174−39.7% | 減碼 |
| Shannon River Fund Management LLC | 1,301,916 | $6,499 萬 | 10.01% | +288,334+28.4% | 加碼 |
| Envestnet Asset Management Inc | 1,349,595 | $6,737 萬 | 0.02% | −16,041−1.2% | 減碼 |
| UBS Group AG | 1,409,475 | $7,036 萬 | 0.01% | −978,113−41.0% | 減碼 |
| New York State Common Retirement Fund | 1,417,790 | $7,078 萬 | 0.09% | −82,103−5.5% | 減碼 |
| JPMorgan Chase & Co | 1,462,281 | $7,300 萬 | 0.01% | −2,148,989−59.5% | 減碼 |
| Macquarie Group Ltd | 1,530,590 | $7,641 萬 | 0.09% | −130,057−7.8% | 減碼 |
| Sound Shore Management Inc | 1,770,524 | $8,838 萬 | 3.01% | +39,579+2.3% | 加碼 |
| Allianz Asset Management GmbH | 2,032,910 | $1.01 億 | 0.14% | −235,729−10.4% | 減碼 |
| Artisan Partners Limited Partnership | 2,048,404 | $1.02 億 | 0.15% | +199,046+10.8% | 加碼 |
| Legal & General Group Plc | 2,443,107 | $1.22 億 | 0.03% | −426,262−14.9% | 減碼 |
| Morgan Stanley | 2,562,065 | $1.28 億 | 0.01% | +696,279+37.3% | 加碼 |
| Balyasny Asset Management LLC | 2,616,830 | $1.31 億 | 0.30% | +743,921+39.7% | 加碼 |
| Charles Schwab Investment Management Inc | 2,662,488 | $1.33 億 | 0.02% | +116,032+4.6% | 加碼 |
| Bank of New York Mellon Corp | 2,928,808 | $1.46 億 | 0.03% | +894,790+44.0% | 加碼 |
| Northern Trust Corp | 3,154,333 | $1.57 億 | 0.02% | +676,867+27.3% | 加碼 |
| UBS Asset Management Americas Inc | 3,167,201 | $1.58 億 | 0.03% | +31,954+1.0% | 加碼 |
| Franklin Resources Inc | 3,433,039 | $1.71 億 | 0.05% | −325,818−8.7% | 減碼 |
| Earnest Partners LLC | 3,512,298 | $1.75 億 | 0.79% | −608,815−14.8% | 減碼 |
| Alyeska Investment Group, L.P. | 3,633,342 | $1.81 億 | 0.64% | +855,589+30.8% | 加碼 |
| Polar Capital Holdings Plc | 3,749,054 | $1.87 億 | 0.98% | +957,985+34.3% | 加碼 |
| Massachusetts Financial Services Co | 5,276,176 | $2.63 億 | 0.08% | −252,820−4.6% | 減碼 |
| Nuveen, LLC | 5,420,331 | $2.71 億 | 0.07% | +331,314+6.5% | 加碼 |
| Norges Bank | 5,836,569 | $2.91 億 | 0.04% | −147,517−2.5% | 減碼 |
| Voya Investment Management LLC | 6,313,945 | $3.15 億 | 0.31% | +1,500,057+31.2% | 加碼 |
| Dimensional Fund Advisors LP | 6,533,752 | $3.26 億 | 0.08% | −861,702−11.7% | 減碼 |
| LSV Asset Management | 6,763,903 | $3.38 億 | 0.79% | −214,574−3.1% | 減碼 |
| Geode Capital Management, LLC | 7,180,371 | $3.58 億 | 0.03% | +2,459,511+52.1% | 加碼 |
| Bank of America Corp | 7,590,148 | $3.79 億 | 0.03% | −299,531−3.8% | 減碼 |
| Lyrical Asset Management LP | 7,972,366 | $3.98 億 | 5.74% | −632,703−7.4% | 減碼 |
| Alliancebernstein L.P. | 8,838,359 | $4.41 億 | 0.14% | −1,193,421−11.9% | 減碼 |
| Invesco Ltd. | 8,871,601 | $4.43 億 | 0.08% | +508,495+6.1% | 加碼 |
| State Street Corp | 12,259,554 | $6.12 億 | 0.02% | +3,377,669+38.0% | 加碼 |
| Vanguard Group Inc | 12,861,925 | $6.42 億 | 0.01% | +537,062+4.4% | 加碼 |
| Boston Partners | 20,620,717 | $10.3 億 | 1.14% | +687,835+3.5% | 加碼 |
| Wellington Management Group LLP | 20,874,998 | $10.4 億 | 0.19% | −867,196−4.0% | 減碼 |
| FMR LLC | 25,712,693 | $12.8 億 | 0.07% | +2,850,679+12.5% | 加碼 |
| Janus Henderson Group PLC | 26,482,327 | $13.2 億 | 0.65% | +160,902+0.6% | 加碼 |
| Primecap Management Co | 33,603,616 | $16.8 億 | 1.33% | −2,521,231−7.0% | 減碼 |
| BlackRock, Inc. | 42,223,452 | $21.1 億 | 0.04% | +10,664,549+33.8% | 加碼 |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −2,873,012−100.0% | 清倉 |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −456,036−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −420,574−100.0% | 清倉 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 0 | $0 | 0.00% | −348,900−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −301,254−100.0% | 清倉 |
| PGGM Investments | 0 | $0 | 0.00% | −240,597−100.0% | 清倉 |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −216,362−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −182,899−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −115,430−100.0% | 清倉 |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −87,130−100.0% | 清倉 |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −85,259−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −80,863−100.0% | 清倉 |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −65,493−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −60,244−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −45,654−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −37,681−100.0% | 清倉 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −36,414−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −35,653−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −34,120−100.0% | 清倉 |
| LM Advisors LLC | 0 | $0 | 0.00% | −30,430−100.0% | 清倉 |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −30,296−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −29,098−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −25,332−100.0% | 清倉 |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −27,709−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −26,800−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −26,772−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −25,573−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −23,377−100.0% | 清倉 |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −21,450−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −19,697−100.0% | 清倉 |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −18,734−100.0% | 清倉 |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,414−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −13,657−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −12,860−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −12,447−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −11,022−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −10,986−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −10,835−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −9,339−100.0% | 清倉 |
| L & S Advisors Inc | 0 | $0 | 0.00% | – | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −8,303−100.0% | 清倉 |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −2,515−100.0% | 清倉 |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −657−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −631−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −340−100.0% | 清倉 |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −97−100.0% | 清倉 |
| BankPlus Trust Department | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −69−100.0% | 清倉 |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |