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 |
|---|---|---|---|---|---|
| VestGen Advisors, LLC | 38,250 | $619.9 萬 | 0.18% | +19,487+103.9% | 加碼 |
| Andra AP-fonden | 38,624 | $626.0 萬 | 0.07% | +11,400+41.9% | 加碼 |
| Eurizon Capital SGR S.p.A. | 38,739 | $626.7 萬 | 0.02% | +20,502+112.4% | 加碼 |
| Gotham Asset Management, LLC | 38,749 | $628.0 萬 | 0.01% | +38,749 | 新進 |
| Evolve Private Wealth, LLC | 38,802 | $628.9 萬 | 0.38% | −3,328−7.9% | 減碼 |
| Macquarie Group Ltd | 38,880 | $630.1 萬 | 0.03% | +379+1.0% | 加碼 |
| Jones Financial Companies LLLP | 43,434 | $637.2 萬 | 0.00% | +30,426+233.9% | 加碼 |
| RBF Capital, LLC | 40,000 | $648.3 萬 | 0.27% | 00.0% | 不變 |
| Divisadero Street Capital Management, LP | 40,000 | $648.3 萬 | 0.15% | +40,000 | 新進 |
| Ionic Capital Management LLC | 40,253 | $652.4 萬 | 6.12% | −10,000−19.9% | 減碼 |
| Exchange Traded Concepts, LLC | 40,265 | $652.6 萬 | 0.03% | +3,194+8.6% | 加碼 |
| Allstate Corp | 40,492 | $656.3 萬 | 0.07% | −1,286−3.1% | 減碼 |
| Ensign Peak Advisors, Inc | 40,496 | $656.3 萬 | 0.01% | +7,300+22.0% | 加碼 |
| Dynasty Wealth Management, LLC | 40,696 | $659.6 萬 | 0.05% | −2,914−6.7% | 減碼 |
| AE Wealth Management LLC | 41,013 | $664.7 萬 | 0.03% | −1,161−2.8% | 減碼 |
| ASR Vermogensbeheer N.V. | 41,260 | $668.7 萬 | 0.07% | +19,833+92.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 41,554 | $673.5 萬 | 0.19% | +5,250+14.5% | 加碼 |
| Sanctuary Advisors, LLC | 41,993 | $680.6 萬 | 0.03% | +2,705+6.9% | 加碼 |
| Revere Asset Management, Inc | 42,412 | $687.4 萬 | 2.64% | +42,412 | 新進 |
| Northwestern Mutual Wealth Management Co | 42,539 | $689.4 萬 | 0.00% | −12,665−22.9% | 減碼 |
| Park Avenue Securities LLC | 42,982 | $696.6 萬 | 0.04% | +24,454+132.0% | 加碼 |
| JustInvest LLC | 43,635 | $707.2 萬 | 0.06% | −1,677−3.7% | 減碼 |
| Pinnbrook Capital Management LP | 43,700 | $708.2 萬 | 1.18% | +43,700 | 新進 |
| Nordea Investment Management AB | 43,705 | $714.8 萬 | 0.01% | +4,148+10.5% | 加碼 |
| Lido Advisors, LLC | 44,595 | $722.8 萬 | 0.03% | −1,569−3.4% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 44,777 | $725.7 萬 | 0.31% | −30,828−40.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 44,792 | $725.9 萬 | 0.15% | −6,653−12.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 45,200 | $732.6 萬 | 0.08% | −30,146−40.0% | 減碼 |
| MML Investors Services, LLC | 45,851 | $743.1 萬 | 0.02% | +8,501+22.8% | 加碼 |
| TownSquare Capital, LLC | 46,098 | $747.1 萬 | 1.37% | −14,839−24.4% | 減碼 |
| Cerity Partners LLC | 46,915 | $760.4 萬 | 0.01% | +7,484+19.0% | 加碼 |
| Atria Investments LLC | 47,015 | $762.0 萬 | 0.08% | −6,422−12.0% | 減碼 |
| Fulton Bank, N.A. | 47,124 | $763.7 萬 | 0.23% | −1,350−2.8% | 減碼 |
| Greenwich Wealth Management LLC | 48,125 | $780.0 萬 | 0.28% | −199−0.4% | 減碼 |
| Fred Alger Management, LLC | 48,134 | $780.1 萬 | 0.03% | −18,496−27.8% | 減碼 |
| Mariner, LLC | 48,291 | $782.6 萬 | 0.01% | +4,319+9.8% | 加碼 |
| Simmons Bank | 48,395 | $784.3 萬 | 0.45% | −4,541−8.6% | 減碼 |
| CIBC World Markets Inc. | 48,430 | $784.9 萬 | 0.01% | −14,472−23.0% | 減碼 |
| Swedbank AB | 48,449 | $785.2 萬 | 0.01% | +48,449 | 新進 |
| OP Asset Management Ltd | 48,784 | $790.6 萬 | 0.08% | +48,784 | 新進 |
| Catalyst Funds Management Pty Ltd | 49,312 | $799.2 萬 | 0.45% | +49,312 | 新進 |
| Nissay Asset Management Corp | 49,496 | $802.2 萬 | 0.03% | +49,496 | 新進 |
| Telemark Asset Management, LLC | 50,000 | $810.4 萬 | 0.59% | +50,000 | 新進 |
| Teacher Retirement System of Texas | 51,059 | $827.5 萬 | 0.02% | −53,303−51.1% | 減碼 |
| Convergence Investment Partners, LLC | 51,067 | $827.6 萬 | 0.78% | −21,605−29.7% | 減碼 |
| Calamos Advisors LLC | 51,124 | $828.6 萬 | 0.03% | +51,124 | 新進 |
| Swiss Life Asset Management Ltd | 51,234 | $830.3 萬 | 0.03% | +51,234 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,429 | $833.5 萬 | 0.06% | +10,105+24.5% | 加碼 |
| Empowered Funds, LLC | 52,373 | $848.8 萬 | 0.04% | −99,703−65.6% | 減碼 |
| South Dakota Investment Council | 52,618 | $852.8 萬 | 0.15% | −19,872−27.4% | 減碼 |
| Boothbay Fund Management, LLC | 53,269 | $863.3 萬 | 0.17% | −31,611−37.2% | 減碼 |
| Virginia Retirement Systems Et Al | 53,428 | $865.9 萬 | 0.05% | +53,428 | 新進 |
| Iridian Asset Management LLC | 53,467 | $866.5 萬 | 2.98% | −19,749−27.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 60,852 | $867.4 萬 | 0.04% | +4,096+7.2% | 加碼 |
| Sycale Advisors (NY) LLC | 53,780 | $871.6 萬 | 3.88% | +53,780 | 新進 |
| L2 Asset Management, LLC | 54,302 | $880.1 萬 | 0.91% | −70,544−56.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 54,506 | $883.4 萬 | 0.06% | −62,664−53.5% | 減碼 |
| Vestcor Inc | 54,628 | $885.4 萬 | 0.22% | −19,798−26.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 54,852 | $889.0 萬 | 0.07% | −103,318−65.3% | 減碼 |
| British Columbia Investment Management Corp | 55,148 | $893.8 萬 | 0.06% | +4,180+8.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 55,584 | $900.8 萬 | 0.02% | +23,978+75.9% | 加碼 |
| Utah Retirement Systems | 55,600 | $901.1 萬 | 0.09% | −4,194−7.0% | 減碼 |
| National Bank of Canada | 55,681 | $902.6 萬 | 0.01% | −2,224−3.8% | 減碼 |
| ExodusPoint Capital Management, LP | 56,574 | $916.9 萬 | 0.08% | −44,327−43.9% | 減碼 |
| Mackenzie Financial Corp | 58,345 | $945.6 萬 | 0.01% | +35,352+153.8% | 加碼 |
| Corbyn Investment Management Inc | 58,616 | $950.0 萬 | 2.74% | −11,424−16.3% | 減碼 |
| Soviero Asset Management, LP | 59,000 | $956.2 萬 | 4.64% | −18,000−23.4% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 60,000 | $972.4 萬 | 0.84% | −25,000−29.4% | 減碼 |
| Tudor Investment Corp Et Al | 60,430 | $979.4 萬 | 0.04% | −13,522−18.3% | 減碼 |
| Pathstone Holdings, LLC | 62,376 | $1,010 萬 | 0.03% | +74+0.1% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 89,032 | $1,013 萬 | 1.97% | −13,567−13.2% | 減碼 |
| Longaeva Partners L.P. | 63,050 | $1,022 萬 | 0.30% | +63,050 | 新進 |
| Amalgamated Bank | 63,302 | $1,026 萬 | 0.07% | −124,088−66.2% | 減碼 |
| Inlet Private Wealth, LLC | 64,605 | $1,047 萬 | 2.55% | −915−1.4% | 減碼 |
| Xponance, Inc. | 65,107 | $1,055 萬 | 0.06% | −4,811−6.9% | 減碼 |
| Toroso Investments, LLC | 65,263 | $1,058 萬 | 0.03% | +61,665+1,713.9% | 加碼 |
| Denali Advisors LLC | 66,146 | $1,072 萬 | 1.08% | −1,340−2.0% | 減碼 |
| Public Sector Pension Investment Board | 66,222 | $1,073 萬 | 0.03% | +66,222 | 新進 |
| ProShare Advisors LLC | 67,805 | $1,099 萬 | 0.02% | +53,058+359.8% | 加碼 |
| Advisor Group Holdings, Inc. | 70,018 | $1,135 萬 | 0.01% | +22,783+48.2% | 加碼 |
| Handelsbanken Fonder AB | 72,200 | $1,170 萬 | 0.03% | −15,500−17.7% | 減碼 |
| Nan Fung Trinity (HK) Ltd | 72,300 | $1,172 萬 | 1.16% | +72,300 | 新進 |
| SIR Capital Management, L.P. | 72,900 | $1,181 萬 | 1.36% | +72,900 | 新進 |
| Catalyst Capital Advisors LLC | 73,000 | $1,183 萬 | 0.20% | −27,025−27.0% | 減碼 |
| Renaissance Group LLC | 73,078 | $1,184 萬 | 0.48% | −77,693−51.5% | 減碼 |
| SG Capital Management LLC | 73,434 | $1,190 萬 | 1.08% | −128,800−63.7% | 減碼 |
| Transamerica Financial Advisors, Inc. | 74,165 | $1,202 萬 | 1.02% | +72,359+4,006.6% | 加碼 |
| Aquatic Capital Management LLC | 75,026 | $1,216 萬 | 0.42% | +75,026 | 新進 |
| Williams Jones Wealth Management, LLC. | 75,157 | $1,218 萬 | 0.14% | +75,157 | 新進 |
| Retirement Systems of Alabama | 77,240 | $1,252 萬 | 0.04% | −373,508−82.9% | 減碼 |
| Woodline Partners LP | 80,249 | $1,301 萬 | 0.04% | +65,775+454.4% | 加碼 |
| DnB Asset Management AS | 80,281 | $1,301 萬 | 0.04% | +4,328+5.7% | 加碼 |
| Krane Funds Advisors LLC | 80,555 | $1,306 萬 | 0.46% | +34,728+75.8% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 81,207 | $1,316 萬 | 0.06% | +20,464+33.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 81,209 | $1,316 萬 | 0.06% | −10,913−11.8% | 減碼 |
| Resona Asset Management Co.,Ltd. | 81,363 | $1,319 萬 | 0.06% | −9,363−10.3% | 減碼 |
| De Lisle Partners LLP | 82,000 | $1,329 萬 | 1.45% | +82,000 | 新進 |
| Baker Avenue Asset Management, LP | 82,343 | $1,335 萬 | 0.25% | −63,928−43.7% | 減碼 |
| FORA Capital, LLC | 82,478 | $1,337 萬 | 0.92% | +82,478 | 新進 |
| GW&K Investment Management, LLC | 82,666 | $1,340 萬 | 0.10% | −36,290−30.5% | 減碼 |