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 2 季 13F 持有人
Flex Ltd. 在 2026/6/30 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
- 1,123
- 較 2026 年第 1 季 +344 家
- 持有股數
- 3.48 億
- 較 2026 年第 1 季 +1,585 萬 (+4.8%)
- 總市值
- $561.2 億
- 較 2026 年第 1 季 +$343.9 億 (+158.3%)
- 新進機構
- 399
- 另有 277 家加碼
- 清倉機構
- 55
- 另有 356 家減碼
另有 9 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 | 788 | $230.8 億 |
| 2025 年第 4 季 | 765 | $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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of Montreal | 260,214 | $4,217 萬 | 0.02% | +199,767+330.5% | 加碼 |
| Cozad Asset Management Inc | 264,623 | $4,289 萬 | 2.77% | −86,967−24.7% | 減碼 |
| Corsair Capital Management, L.P. | 266,449 | $4,318 萬 | 5.44% | +266,449 | 新進 |
| Korea Investment CORP | 270,387 | $4,382 萬 | 0.08% | +36,904+15.8% | 加碼 |
| Brown Advisory Inc | 270,800 | $4,389 萬 | 0.07% | −39,285−12.7% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 272,987 | $4,424 萬 | 0.06% | +272,987 | 新進 |
| Merewether Investment Management, LP | 275,600 | $4,467 萬 | 0.84% | +275,600 | 新進 |
| Brandes Investment Partners, LP | 290,395 | $4,707 萬 | 0.33% | −466,720−61.6% | 減碼 |
| New York State Teachers Retirement System | 291,351 | $4,722 萬 | 0.09% | −23,273−7.4% | 減碼 |
| First Trust Advisors LP | 292,756 | $4,745 萬 | 0.03% | +67,193+29.8% | 加碼 |
| Nomura Holdings Inc | 301,312 | $4,883 萬 | 0.21% | +301,312 | 新進 |
| Summit Partners Public Asset Management, LLC | 304,618 | $4,937 萬 | 1.28% | +304,618 | 新進 |
| State Board of Administration of Florida Retirement System | 305,947 | $4,958 萬 | 0.08% | +31,431+11.4% | 加碼 |
| Aviva PLC | 309,729 | $5,020 萬 | 0.07% | +287,024+1,264.1% | 加碼 |
| Westfield Capital Management Co LP | 314,008 | $5,089 萬 | 0.17% | +314,008 | 新進 |
| Treasurer of the State of North Carolina | 320,331 | $5,192 萬 | 0.13% | −203,030−38.8% | 減碼 |
| Stifel Financial Corp | 330,698 | $5,360 萬 | 0.04% | −65,021−16.4% | 減碼 |
| Lazard Asset Management LLC | 334,373 | $5,419 萬 | 0.08% | −97,307−22.5% | 減碼 |
| Kinetic Partners Management, LP | 354,000 | $5,737 萬 | 1.37% | +354,000 | 新進 |
| Blue Door Asset Management, LLC | 356,399 | $5,776 萬 | 29.73% | −63,951−15.2% | 減碼 |
| Russell Investments Group, Ltd. | 361,080 | $5,851 萬 | 0.05% | +66,293+22.5% | 加碼 |
| Oribel Capital Management, LP | 362,500 | $5,875 萬 | 4.88% | −51,700−12.5% | 減碼 |
| Gendell Jeffrey L | 370,000 | $5,997 萬 | 0.54% | −30,000−7.5% | 減碼 |
| Capital World Investors | 371,780 | $6,025 萬 | 0.01% | +20,992+6.0% | 加碼 |
| Shannon River Fund Management LLC | 379,834 | $6,156 萬 | 5.49% | +68,611+22.0% | 加碼 |
| Frontier Capital Management Co LLC | 382,135 | $6,193 萬 | 0.58% | +20,549+5.7% | 加碼 |
| Vinva Investment Management Ltd | 389,740 | $6,219 萬 | 0.42% | +389,740 | 新進 |
| Standard Life Aberdeen plc | 387,993 | $6,288 萬 | 0.09% | +33,385+9.4% | 加碼 |
| Principal Financial Group Inc | 401,151 | $6,501 萬 | 0.03% | −419,406−51.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,067,652 | $6,624 萬 | 0.11% | 00.0% | 不變 |
| Senator Investment Group LP | 413,438 | $6,701 萬 | 2.45% | +413,438 | 新進 |
| Logan Capital Management Inc | 437,606 | $7,092 萬 | 2.64% | +437,606 | 新進 |
| Alliancebernstein L.P. | 1,122,986 | $7,351 萬 | 0.03% | −1,043,117−48.2% | 減碼 |
| Ameriprise Financial Inc | 457,322 | $7,412 萬 | 0.01% | −252,113−35.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 488,786 | $7,504 萬 | 0.12% | +420,480+615.6% | 加碼 |
| Ci Investments Inc. | 464,183 | $7,523 萬 | 0.24% | +464,183 | 新進 |
| SG Americas Securities, LLC | 464,695 | $7,531 萬 | 0.04% | −67,678−12.7% | 減碼 |
| Jefferies Financial Group Inc. | 467,872 | $7,583 萬 | 0.70% | +241,237+106.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 479,716 | $7,775 萬 | 0.15% | −348,682−42.1% | 減碼 |
| Worldquant Millennium Advisors LLC | 521,105 | $8,446 萬 | 0.29% | +57,732+12.5% | 加碼 |
| Citigroup Inc | 527,617 | $8,551 萬 | 0.04% | +95,114+22.0% | 加碼 |
| Victory Capital Management Inc | 529,422 | $8,580 萬 | 0.05% | −154,399−22.6% | 減碼 |
| Becker Capital Management Inc | 530,928 | $8,605 萬 | 2.31% | −27,670−5.0% | 減碼 |
| Franklin Resources Inc | 535,165 | $8,673 萬 | 0.02% | −1,688,015−75.9% | 減碼 |
| Balyasny Asset Management LLC | 537,319 | $8,708 萬 | 0.16% | −520,570−49.2% | 減碼 |
| California State Teachers Retirement System | 557,447 | $9,035 萬 | 0.08% | +63,402+12.8% | 加碼 |
| Park West Asset Management LLC | 568,497 | $9,214 萬 | 6.30% | −423,000−42.7% | 減碼 |
| Panagora Asset Management Inc | 579,361 | $9,390 萬 | 0.29% | −39,438−6.4% | 減碼 |
| Susquehanna International Group, LLP | 585,853 | $9,495 萬 | 0.08% | +569,080+3,392.8% | 加碼 |
| Neuberger Berman Group LLC | 594,636 | $9,637 萬 | 0.06% | +579,087+3,724.3% | 加碼 |
| Rhumbline Advisers | 613,779 | $9,948 萬 | 0.08% | −417,745−40.5% | 減碼 |
| Storebrand Asset Management AS | 625,708 | $1.01 億 | 0.25% | −145,509−18.9% | 減碼 |
| Allianz Asset Management GmbH | 631,735 | $1.02 億 | 0.09% | −654,489−50.9% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 648,096 | $1.05 億 | 0.27% | +204,532+46.1% | 加碼 |
| Vanguard Asset Management, Ltd | 709,628 | $1.15 億 | 0.08% | +75,574+11.9% | 加碼 |
| New York State Common Retirement Fund | 717,868 | $1.16 億 | 0.15% | −430,012−37.5% | 減碼 |
| LSV Asset Management | 719,700 | $1.17 億 | 0.21% | −1,305,800−64.5% | 減碼 |
| Raymond James Financial Inc | 720,826 | $1.17 億 | 0.03% | +99,955+16.1% | 加碼 |
| California Public Employees Retirement System | 725,594 | $1.18 億 | 0.07% | −91,746−11.2% | 減碼 |
| HSBC Holdings PLC | 726,439 | $1.18 億 | 0.06% | +436,377+150.4% | 加碼 |
| Clear Harbor Asset Management, LLC | 754,422 | $1.22 億 | 7.64% | −66,027−8.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 776,475 | $1.26 億 | 0.07% | +7,467+1.0% | 加碼 |
| National Pension Service | 777,648 | $1.26 億 | 0.08% | −140,144−15.3% | 減碼 |
| LPL Financial LLC | 781,705 | $1.27 億 | 0.03% | −388,189−33.2% | 減碼 |
| Vanguard Global Advisers, LLC | 797,577 | $1.29 億 | 0.06% | +610,247+325.8% | 加碼 |
| Munro Partners | 804,342 | $1.30 億 | 2.96% | +804,342 | 新進 |
| Voloridge Investment Management, LLC | 828,182 | $1.34 億 | 0.57% | −106,850−11.4% | 減碼 |
| Royal Bank of Canada | 860,647 | $1.39 億 | 0.02% | +627,688+269.4% | 加碼 |
| Cookson Peirce & Co Inc | 874,601 | $1.42 億 | 4.67% | −310,535−26.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 892,348 | $1.45 億 | 0.08% | +493,292+123.6% | 加碼 |
| 1832 Asset Management L.P. | 905,660 | $1.47 億 | 0.18% | +894,860+8,285.7% | 加碼 |
| Barclays PLC | 938,740 | $1.52 億 | 0.05% | +63,905+7.3% | 加碼 |
| AQR Capital Management LLC | 954,605 | $1.55 億 | 0.05% | +246,159+34.7% | 加碼 |
| Third Point LLC大師第三點資本 | 1,030,000 | $1.67 億 | 3.59% | +1,030,000 | 新進 |
| Swiss National Bank | 1,036,950 | $1.68 億 | 0.09% | −48,300−4.5% | 減碼 |
| CIBC Bancorp USA Inc. | 1,048,059 | $1.70 億 | 0.21% | +1,018,576+3,454.8% | 加碼 |
| Wells Fargo & Company | 1,070,051 | $1.73 億 | 0.03% | +36,679+3.5% | 加碼 |
| SEI Investments Co | 1,137,046 | $1.84 億 | 0.16% | −1,093,576−49.0% | 減碼 |
| Millennium Management LLC | 1,176,136 | $1.91 億 | 0.13% | +1,017,688+642.3% | 加碼 |
| Envestnet Asset Management Inc | 1,222,732 | $1.98 億 | 0.05% | +143,841+13.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,257,439 | $2.04 億 | 0.09% | +1,257,439 | 新進 |
| Point72 Asset Management, L.P. | 1,278,970 | $2.07 億 | 0.32% | +1,278,970 | 新進 |
| KBC Group NV | 1,302,492 | $2.11 億 | 0.46% | −663,319−33.7% | 減碼 |
| Citadel Advisors LLC | 1,386,824 | $2.25 億 | 0.13% | +530,071+61.9% | 加碼 |
| Jane Street Group, LLC | 1,404,836 | $2.28 億 | 0.14% | +956,851+213.6% | 加碼 |
| Deutsche Bank AG | 1,408,362 | $2.28 億 | 0.07% | +329,608+30.6% | 加碼 |
| Holocene Advisors, LP | 1,443,212 | $2.34 億 | 0.54% | +1,214,529+531.1% | 加碼 |
| Qube Research & Technologies Ltd | 1,576,349 | $2.55 億 | 0.28% | +1,576,349 | 新進 |
| UBS Group AG | 1,601,268 | $2.60 億 | 0.04% | −451,722−22.0% | 減碼 |
| Earnest Partners LLC | 1,631,294 | $2.64 億 | 0.95% | −997,802−38.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,653,358 | $2.68 億 | 0.27% | −959,981−36.7% | 減碼 |
| American Century Companies Inc | 1,665,399 | $2.70 億 | 0.12% | +223,893+15.5% | 加碼 |
| Amundi | 1,670,512 | $2.71 億 | 0.07% | +176,094+11.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,683,895 | $2.73 億 | 0.14% | +1,208,931+254.5% | 加碼 |
| Electron Capital Partners, LLC | 1,727,715 | $2.80 億 | 11.18% | +928,941+116.3% | 加碼 |
| JPMorgan Chase & Co | 1,840,291 | $2.94 億 | 0.02% | −211,406−10.3% | 減碼 |
| Goldman Sachs Group Inc | 1,815,717 | $2.94 億 | 0.03% | +1,071,414+143.9% | 加碼 |
| Bank of New York Mellon Corp | 1,832,165 | $2.97 億 | 0.05% | −679,172−27.0% | 減碼 |
| Massachusetts Financial Services Co | 1,905,814 | $3.09 億 | 0.10% | −3,513,468−64.8% | 減碼 |
| Legal & General Group Plc | 1,922,979 | $3.12 億 | 0.06% | −34,757−1.8% | 減碼 |