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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 228,730 | $1,142 萬 | 0.01% | −5,745−2.5% | 減碼 |
| Janney Montgomery Scott LLC | 227,690 | $1,137 萬 | 0.03% | +4,875+2.2% | 加碼 |
| Brant Point Investment Management LLC | 227,521 | $1,136 萬 | 2.59% | +4,521+2.0% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 226,704 | $1,132 萬 | 0.02% | −18,420−7.5% | 減碼 |
| Susquehanna International Group, LLP | 225,955 | $1,128 萬 | 0.02% | +225,955 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 220,981 | $1,103 萬 | 0.04% | −92,913−29.6% | 減碼 |
| State of Wisconsin Investment Board | 219,475 | $1,096 萬 | 0.03% | −10,583−4.6% | 減碼 |
| Federated Hermes, Inc. | 212,948 | $1,063 萬 | 0.02% | −13,643−6.0% | 減碼 |
| Brown Advisory Inc | 210,137 | $1,049 萬 | 0.01% | −15,540−6.9% | 減碼 |
| Schroder Investment Management Group | 209,874 | $1,048 萬 | 0.01% | −66,960−24.2% | 減碼 |
| MetLife Investment Management | 206,261 | $1,030 萬 | 0.06% | +411+0.2% | 加碼 |
| Royal London Asset Management Ltd | 205,538 | $1,026 萬 | 0.02% | −13,507−6.2% | 減碼 |
| SG Americas Securities, LLC | 204,279 | $1,020 萬 | 0.04% | +188,985+1,235.7% | 加碼 |
| Raiffeisen Bank International AG | 205,548 | $1,008 萬 | 0.15% | −280.0% | 減碼 |
| AQR Capital Management LLC | 199,104 | $993.7 萬 | 0.01% | −301,066−60.2% | 減碼 |
| Algert Global LLC | 198,145 | $989.1 萬 | 0.21% | +147,560+291.7% | 加碼 |
| Leuthold Group, LLC | 197,916 | $988.0 萬 | 1.18% | −3,080−1.5% | 減碼 |
| Russell Investments Group, Ltd. | 192,909 | $963.0 萬 | 0.01% | −43,441−18.4% | 減碼 |
| Graybill Bartz & Assoc Ltd | 192,083 | $958.9 萬 | 3.13% | −10,880−5.4% | 減碼 |
| Mutual of America Capital Management LLC | 190,519 | $951.1 萬 | 0.10% | −6,660−3.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 190,244 | $949.7 萬 | 0.11% | −5,989−3.1% | 減碼 |
| Prudential Financial Inc | 189,280 | $944.9 萬 | 0.01% | +40,330+27.1% | 加碼 |
| Meitav Dash Investments Ltd | 188,075 | $938.9 萬 | 0.14% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 187,881 | $937.9 萬 | 0.27% | −16,804−8.2% | 減碼 |
| Royce & Associates LP | 186,859 | $932.8 萬 | 0.10% | −47,008−20.1% | 減碼 |
| Moran Wealth Management, LLC | 186,056 | $928.8 萬 | 0.29% | −15,830−7.8% | 減碼 |
| Amundi | 177,130 | $898.8 萬 | 0.00% | −466,185−72.5% | 減碼 |
| Treasurer of the State of North Carolina | 178,050 | $888.8 萬 | 0.03% | +178,050 | 新進 |
| Amalgamated Bank | 176,269 | $879.9 萬 | 0.07% | +20,910+13.5% | 加碼 |
| Renaissance Group LLC | 175,521 | $876.2 萬 | 0.34% | +31,095+21.5% | 加碼 |
| HSBC Holdings PLC | 169,426 | $846.2 萬 | 0.01% | −70,364−29.3% | 減碼 |
| Thrivent Financial for Lutherans | 162,886 | $813.1 萬 | 0.02% | −29,980−15.5% | 減碼 |
| Creative Planning | 160,619 | $801.8 萬 | 0.01% | +15,256+10.5% | 加碼 |
| Brandywine Global Investment Management, LLC | 158,848 | $793.0 萬 | 0.06% | +15,637+10.9% | 加碼 |
| Jane Street Group, LLC | 158,350 | $790.5 萬 | 0.01% | +84,672+114.9% | 加碼 |
| Calamos Advisors LLC | 156,500 | $781.2 萬 | 0.03% | +46,500+42.3% | 加碼 |
| Teacher Retirement System of Texas | 154,776 | $772.6 萬 | 0.03% | −16,841−9.8% | 減碼 |
| Timber Creek Capital Management LLC | 149,120 | $753.7 萬 | 1.92% | +60.0% | 加碼 |
| State of Tennessee, Treasury Department | 149,356 | $745.6 萬 | 0.03% | −10,602−6.6% | 減碼 |
| Verition Fund Management LLC | 148,527 | $741.4 萬 | 0.04% | +109,209+277.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 148,051 | $739.1 萬 | 0.01% | −17,853−10.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 144,940 | $723.5 萬 | 0.07% | +144,940 | 新進 |
| Longbow Finance SA | 144,876 | $723.2 萬 | 0.77% | +21,781+17.7% | 加碼 |
| L2 Asset Management, LLC | 144,865 | $723.2 萬 | 1.18% | +20,160+16.2% | 加碼 |
| Public Employees Retirement System of Ohio | 142,955 | $713.6 萬 | 0.02% | +133,977+1,492.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 141,149 | $704.6 萬 | 0.05% | +33,436+31.0% | 加碼 |
| Deltec Asset Management LLC | 138,419 | $691.0 萬 | 1.23% | −25,800−15.7% | 減碼 |
| Yousif Capital Management, LLC | 134,882 | $673.3 萬 | 0.07% | +1,937+1.5% | 加碼 |
| HighTower Advisors, LLC | 134,589 | $671.9 萬 | 0.01% | −3,819−2.8% | 減碼 |
| Horizon Investments, LLC | 131,272 | $655.3 萬 | 0.10% | +131,208+205,012.5% | 加碼 |
| Cetera Investment Advisers | 130,924 | $653.6 萬 | 0.01% | +11,687+9.8% | 加碼 |
| Citigroup Inc | 130,576 | $651.8 萬 | 0.00% | −5,088−3.8% | 減碼 |
| Millennium Management LLC | 127,755 | $637.8 萬 | 0.01% | −67,104−34.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 123,432 | $616.2 萬 | 0.02% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 123,041 | $614.2 萬 | 0.02% | +7,913+6.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 121,670 | $607.4 萬 | 0.05% | −8,600−6.6% | 減碼 |
| Vise Technologies, Inc. | 116,963 | $583.9 萬 | 0.24% | +116,963 | 新進 |
| Lazard Asset Management LLC | 113,652 | $567.2 萬 | 0.01% | −39,639−25.9% | 減碼 |
| Arizona State Retirement System | 111,818 | $558.2 萬 | 0.03% | +615+0.6% | 加碼 |
| Alight Capital Management LP | 111,700 | $557.6 萬 | 1.42% | −28,300−20.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 108,053 | $539.4 萬 | 0.00% | −4,200−3.7% | 減碼 |
| Louisiana State Employees Retirement System | 107,800 | $538.1 萬 | 0.10% | +500+0.5% | 加碼 |
| Catalyst Capital Advisors LLC | 107,665 | $537.5 萬 | 0.11% | −5,150−4.6% | 減碼 |
| Truist Financial Corp | 107,502 | $536.6 萬 | 0.01% | +3,280+3.1% | 加碼 |
| Genus Capital Management Inc. | 106,010 | $529.2 萬 | 0.67% | +32,740+44.7% | 加碼 |
| Brinker Capital Investments, LLC | 105,438 | $526.3 萬 | 0.04% | −3,990−3.6% | 減碼 |
| Ensign Peak Advisors, Inc | 105,346 | $525.9 萬 | 0.01% | −31,900−23.2% | 減碼 |
| Seascape Capital Management | 104,639 | $522.4 萬 | 1.65% | −2,977−2.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 104,432 | $521.3 萬 | 0.01% | +2,392+2.3% | 加碼 |
| Swiss Life Asset Management Ltd | 104,429 | $521.3 萬 | 0.03% | +104,429 | 新進 |
| Vestcor Inc | 102,169 | $510.0 萬 | 0.15% | +75,000+276.0% | 加碼 |
| Otter Creek Advisors, LLC | 101,508 | $506.7 萬 | 3.80% | −38,712−27.6% | 減碼 |
| Affinity Wealth Management LLC | 100,739 | $502.9 萬 | 0.80% | −1,002−1.0% | 減碼 |
| Iridian Asset Management LLC | 100,290 | $500.6 萬 | 1.73% | −3,854−3.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 98,431 | $491.4 萬 | 0.03% | +6,854+7.5% | 加碼 |
| KLP Kapitalforvaltning AS | 97,900 | $488.7 萬 | 0.02% | +1,300+1.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 97,267 | $485.6 萬 | 0.03% | +14,093+16.9% | 加碼 |
| Boothbay Fund Management, LLC | 96,742 | $482.9 萬 | 0.15% | +96,742 | 新進 |
| State of Michigan Retirement System | 92,100 | $459.8 萬 | 0.02% | +400+0.4% | 加碼 |
| Illinois Municipal Retirement Fund | 90,781 | $453.2 萬 | 0.06% | −30,729−25.3% | 減碼 |
| South Dakota Investment Council | 89,989 | $449.2 萬 | 0.09% | +78,988+718.0% | 加碼 |
| Capital World Investors | 86,874 | $433.7 萬 | 0.00% | −3,854,763−97.8% | 減碼 |
| OP Asset Management Ltd | 86,234 | $430.5 萬 | 0.06% | −12,452−12.6% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 85,000 | $424.3 萬 | 0.50% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 83,269 | $415.7 萬 | 0.00% | −26,951−24.5% | 減碼 |
| Simplex Trading, LLC | 82,051 | $409.5 萬 | 0.11% | +79,725+3,427.6% | 加碼 |
| New Mexico Educational Retirement Board | 81,700 | $407.8 萬 | 0.13% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 78,540 | $392.1 萬 | 0.07% | +716+0.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 78,340 | $391.1 萬 | 0.01% | +9,324+13.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 77,930 | $389.0 萬 | 0.03% | −13,710−15.0% | 減碼 |
| PDT Partners, LLC | 77,624 | $387.5 萬 | 0.22% | +77,624 | 新進 |
| Natixis Advisors, L.P. | 76,331 | $381.0 萬 | 0.01% | +5,589+7.9% | 加碼 |
| Mirova | 75,958 | $379.2 萬 | 0.53% | −8,502−10.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 75,261 | $375.7 萬 | 0.06% | +75,261 | 新進 |
| Corbyn Investment Management Inc | 74,846 | $373.6 萬 | 1.26% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 74,383 | $371.3 萬 | 0.12% | −995−1.3% | 減碼 |
| Hel Ved Capital Management Ltd | 73,030 | $364.6 萬 | 1.64% | +73,030 | 新進 |
| Denali Advisors LLC | 72,973 | $364.3 萬 | 0.38% | +53+0.1% | 加碼 |
| Atria Investments LLC | 72,909 | $364.0 萬 | 0.04% | −9,201−11.2% | 減碼 |
| Deutsche Bank AG | 72,222 | $360.5 萬 | 0.00% | +17,045+30.9% | 加碼 |