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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。

2026 年第 1 季與 2025 年第 4 季比較

持有 Flex Ltd. 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

FLEX 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數76612789+35
股數3.66 億4,474 萬3.53 億+3,213 萬 (+10.0%)
市值$220.6 億$27.0 億$230.9 億+$37.3 億 (+19.3%)

12 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(123 家)

2026 年第 1 季季末持有 Flex Ltd.、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 123 家。

2026 年第 1 季新進 FLEX 的機構
機構股數市值佔組合 %
Vanguard Portfolio Management LLC19,333,535$12.7 億0.07%
Vanguard Capital Management LLC16,497,878$10.8 億0.03%
Vanguard Fiduciary Trust Co2,283,054$1.49 億0.04%
Squarepoint Ops LLC1,017,160$6,658 萬0.14%
Vanguard Asset Management, Ltd634,054$4,151 萬0.04%
Jacobs Levy Equity Management, Inc303,681$1,988 萬0.08%
Clearbridge Investments, LLC289,423$1,895 萬0.02%
Holocene Advisors, LP228,683$1,497 萬0.04%
SG Capital Management LLC202,234$1,324 萬1.09%
Vanguard Global Advisers, LLC187,330$1,226 萬0.01%
Vanguard Investments Australia, Ltd.183,163$1,199 萬0.03%
SEB Asset Management AB174,317$1,141 萬0.05%
GW&K Investment Management, LLC118,956$778.7 萬0.07%
ExodusPoint Capital Management, LP100,901$660.5 萬0.07%
State of Michigan Retirement System97,200$636.3 萬0.03%
Intrinsic Edge Capital Management LLC90,000$589.1 萬1.07%
Farallon Capital Management, L.L.C.78,000$510.6 萬0.03%
Soviero Asset Management, LP77,000$504.0 萬2.83%
Lombard Odier Asset Management (Europe) Ltd75,605$494.9 萬0.27%
Kepler Cheuvreux (Suisse) SA74,545$488.0 萬0.32%
Tudor Investment Corp Et Al73,952$484.1 萬0.03%
Allspring Global Investments Holdings, LLC68,306$466.1 萬0.01%
Lansforsakringar Fondforvaltning AB (publ)60,743$397.6 萬0.02%
Shelter Rock Management, LLC47,627$311.8 萬3.31%
Krane Funds Advisors LLC45,827$309.5 萬0.13%
CIBC Bancorp USA Inc.29,483$193.0 萬0.00%
Andra AP-fonden27,224$178.2 萬0.02%
Fox Run Management, L.L.C.28,118$170.3 萬0.30%
Sandler Capital Management25,358$166.0 萬1.13%
Rithm Capital Corp.21,500$140.7 萬2.09%
Abn Amro Investment Solutions20,497$134.2 萬0.02%
K2 Principal Fund, L.P.18,484$121.0 萬0.13%
Generali Asset Management SPA SGR18,030$118.0 萬0.02%
Eurizon Capital SGR S.p.A.18,237$116.3 萬0.00%
Y-Intercept (Hong Kong) Ltd16,699$109.3 萬0.02%
Brevan Howard Capital Management LP16,500$108.0 萬0.01%
Two Sigma Securities, LLC14,348$93.9 萬0.11%
Saudi Central Bank13,649$89.3 萬0.02%
Banque Cantonale Vaudoise12,852$84.2 萬0.03%
Marathon Partners Equity Management, LLC12,500$81.8 萬0.93%
1832 Asset Management L.P.10,800$70.7 萬0.00%
Intech Investment Management LLC10,517$68.8 萬0.01%
Qtron Investments LLC9,938$65.1 萬0.09%
Brighton Jones LLC9,882$64.7 萬0.01%
Talon Private Wealth, LLC9,768$63.9 萬0.08%
Everence Capital Management Inc9,522$62.3 萬0.04%
Polymer Capital Management (HK) LTD9,477$62.0 萬0.09%
Cornerstone Investment Partners, LLC8,389$54.9 萬0.02%
La Banque Postale Asset Management SA7,872$51.5 萬0.01%
Nwam LLC6,856$44.9 萬0.03%
Foster & Motley Inc6,733$44.1 萬0.02%
Kane Investment Management, Inc.6,711$43.9 萬0.23%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund6,600$43.2 萬0.01%
Frank, Rimerman Advisors LLC6,322$41.4 萬0.03%
LVW Advisors, LLC6,188$40.5 萬0.04%
Monolith Management Ltd6,100$39.9 萬0.16%
IMC-Chicago, LLC5,973$39.1 萬0.01%
Banque Transatlantique SA5,462$35.8 萬0.01%
Lombard Odier Asset Management (Switzerland) SA5,400$35.3 萬0.01%
Savant Capital, LLC5,178$33.9 萬0.00%
Modern Wealth Management, LLC4,816$32.9 萬0.01%
Jain Global LLC4,599$30.1 萬0.00%
Advisory Services Network, LLC4,595$30.1 萬0.00%
Chicago Partners Investment Group LLC3,254$27.8 萬0.01%
Bridgewater Advisors Inc.2,232$27.6 萬0.02%
Prospera Financial Services Inc4,148$27.1 萬0.00%
Spartan Wealth Advisory Services LLC4,000$26.2 萬0.02%
Cordatus Wealth Management LLC3,984$26.1 萬0.06%
Darwin Advisors, LLC3,912$25.6 萬0.08%
First Affirmative Financial Network3,844$25.2 萬0.10%
Toroso Investments, LLC3,598$23.6 萬0.00%
Hanson & Doremus Investment Management3,466$22.7 萬0.03%
Tevis Investment Management3,466$22.7 萬0.13%
Kathmere Capital Management, LLC3,428$22.4 萬0.01%
Nicolet Bankshares Inc3,392$22.2 萬0.01%
Thrivent Financial for Lutherans3,342$21.9 萬0.00%
Wedbush Securities Inc3,321$21.7 萬0.01%
Journey Strategic Wealth LLC3,297$21.6 萬0.01%
Independent Advisor Alliance3,285$21.5 萬0.00%
TigerOak Management, L.L.C.3,202$21.0 萬0.07%
Proficio Capital Partners LLC3,147$20.6 萬0.01%
Nilsine Partners, LLC2,274$20.5 萬0.02%
D'Orazio & Associates, Inc.3,093$20.2 萬0.03%
Cidel Asset Management Inc3,072$20.1 萬0.01%
GeoWealth Management, LLC2,109$13.8 萬0.00%
Global Assets Advisory, LLC1,531$10.0 萬0.03%
CVA Family Office, LLC572$3.74 萬0.00%
Twin Peaks Wealth Advisors, LLC443$2.90 萬0.01%
Horizon Financial Services, LLC410$2.68 萬0.01%
Kemnay Advisory Services Inc.355$2.32 萬0.00%
Elequin Capital LP246$1.61 萬0.00%
Mather Group, LLC.186$1.22 萬0.00%
Dunhill Financial, LLC178$1.17 萬0.00%
Cedar Mountain Advisors, LLC129$8,4440.00%
POM Investment Strategies, LLC119$7,7900.01%
Brown, Lisle/Cummings, Inc.106$6,9390.00%
Basecamp Wealth Advisors LLC103$6,7420.00%
LRI Investments, LLC100$6,5460.00%
Golden State Equity Partners97$6,3490.00%
Intentional Wealth Strategies, LLC96$6,2840.01%

清倉機構(88 家)

2025 年第 4 季季末持有 Flex Ltd.、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 FLEX 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Arrowstreet Capital, Limited Partnership947,295$5,724 萬
Capital International Investors864,808$5,225 萬
Qube Research & Technologies Ltd803,056$4,852 萬
Alyeska Investment Group, L.P.495,550$2,994 萬
Logan Capital Management Inc444,176$2,684 萬
Simcoe Capital Management, LLC281,295$1,700 萬
Vinva Investment Management Ltd184,300$1,137 萬
Swiss Life Asset Management Ltd144,079$870.5 萬
Templeton & Phillips Capital Management, LLC139,360$842.0 萬
Schonfeld Strategic Advisors LLC130,690$789.6 萬
Verition Fund Management LLC117,187$708.0 萬
Twinbeech Capital LP102,738$620.7 萬
ING Groep NV101,800$615.1 萬
Twin Tree Management, LP64,159$387.6 萬
Caption Management, LLC55,000$332.3 萬
Headlands Technologies LLC50,018$302.2 萬
Maytus Capital Management, LLC50,000$302.1 萬
Capital Fund Management S.A.49,025$296.2 萬
Ethic Inc.45,901$277.3 萬
Winton Group Ltd35,270$213.1 萬
Magnetar Financial LLC25,119$151.8 萬
Walleye Trading LLC24,673$149.1 萬
Virtu Financial LLC21,832$131.9 萬
Polymer Capital Management (US) LLC20,457$123.6 萬
Simplex Trading, LLC20,054$121.2 萬
APG Asset Management N.V.22,579$116.2 萬
Maryland State Retirement & Pension System18,526$111.9 萬
Lighthouse Investment Partners, LLC18,436$111.4 萬
Impact Partnership Wealth, LLC17,318$104.6 萬
Invst, LLC17,032$102.9 萬
Fideuram Asset Management (Ireland) dac17,192$97.9 萬
Hillsdale Investment Management Inc.15,550$94.0 萬
Forum Financial Management, LP15,308$92.5 萬
Verdence Capital Advisors LLC14,761$89.2 萬
Farringdon Capital, Ltd.13,917$84.1 萬
Azzad Asset Management Inc12,906$78.0 萬
True Link Financial Advisors, LLC12,758$77.1 萬
Covenant Partners, LLC12,434$75.1 萬
Retireful, LLC11,202$69.1 萬
HighPoint Advisor Group LLC10,863$65.6 萬
Nia Impact Advisors, LLC8,817$53.3 萬
Two Sigma Advisers, LP8,700$52.6 萬
Counterpoint Mutual Funds LLC8,254$49.9 萬
Expressive Wealth LLC8,041$48.6 萬
Cynosure Management, LLC7,316$44.2 萬
Versor Investments LP7,028$42.5 萬
Waratah Capital Advisors Ltd.6,917$41.8 萬
Brendel Financial Advisors LLC6,806$41.1 萬
Moors & Cabot, Inc.6,451$39.0 萬
Nomura Holdings Inc6,126$37.0 萬
J. Team Financial, Inc.5,640$34.1 萬
AlphaGrep UK Ltd5,559$33.6 萬
Fideuram - Intesa Sanpaolo Private Banking S.P.A.5,362$32.4 萬
Hilltop Holdings Inc.5,183$31.3 萬
Prelude Capital Management, LLC5,053$30.5 萬
nVerses Capital, LLC4,956$29.9 萬
Insigneo Advisory Services, LLC4,841$29.2 萬
Fullerton Fund Management Co Ltd.4,308$26.0 萬
VARCOV Co.4,307$26.0 萬
Fieldview Capital Management, LLC4,222$25.5 萬
Capstone Investment Advisors, LLC4,074$24.6 萬
Wealthspire Advisors, LLC3,952$23.9 萬
Integrated Quantitative Investments LLC3,766$22.8 萬
RHS Financial, LLC3,670$22.2 萬
Warren Averett Asset Management, LLC3,596$21.7 萬
Investment Insight Wealth Management, LLC3,500$21.1 萬
Abacus Planning Group, Inc.3,434$20.7 萬
Wexford Capital LP2,956$17.9 萬
Acadian Asset Management LLC2,643$15.9 萬
Leonteq Securities AG1,147$6.93 萬
Optiver Holding B.V.765$4.62 萬
Gables Capital Management Inc.700$4.23 萬
Concord Wealth Partners553$3.34 萬
Walleye Capital LLC543$3.28 萬
USA Financial Portformulas Corp457$2.76 萬
Berbice Capital Management LLC400$2.42 萬
SageView Advisory Group, LLC394$2.38 萬
Reflection Asset Management359$2.17 萬
T. Rowe Price Investment Management, Inc.258$1.60 萬
United Financial Planning Group LLC168$1.02 萬
Quarry LP155$9,365
Westend Capital Management, LLC108$6,525
Flagship Harbor Advisors, LLC100$6,042
Independence Bank of Kentucky55$3,323
Hollencrest Capital Management45$2,719
MJT & Associates Financial Advisory Group, Inc.42$2,538
Optima Capital LLC10$604
Cape Investment Advisory, Inc.9$544

尚未申報 2026 年第 1 季的機構(12 家)

2025 年第 4 季季末持有 Flex Ltd.、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 FLEX、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc38,746,330$23.4 億
Norges Bank5,292,218$3.20 億
Brandywine Global Investment Management, LLC390,663$2,360 萬
Capitolis Liquid Global Markets LLC136,321$823.7 萬
Forsta Ap-Fonden126,400$763.7 萬
CIBC Private Wealth Group, LLC14,589$88.1 萬
CIBC World Markets Corp12,976$78.4 萬
Prosperity Wealth Management, Inc.9,300$56.2 萬
Global Retirement Partners, LLC8,440$51.0 萬
MidWestOne Financial Group, Inc.3,392$20.5 萬
New Millennium Group LLC112$6,767
ORG Partners LLC97$5,859