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 |
|---|---|---|---|---|---|
| Gendell Jeffrey L | 370,000 | $5,997 萬 | 0.54% | −30,000−7.5% | 減碼 |
| Oribel Capital Management, LP | 362,500 | $5,875 萬 | 4.88% | −51,700−12.5% | 減碼 |
| Russell Investments Group, Ltd. | 361,080 | $5,851 萬 | 0.05% | +66,293+22.5% | 加碼 |
| Blue Door Asset Management, LLC | 356,399 | $5,776 萬 | 29.73% | −63,951−15.2% | 減碼 |
| Kinetic Partners Management, LP | 354,000 | $5,737 萬 | 1.37% | +354,000 | 新進 |
| Lazard Asset Management LLC | 334,373 | $5,419 萬 | 0.08% | −97,307−22.5% | 減碼 |
| Stifel Financial Corp | 330,698 | $5,360 萬 | 0.04% | −65,021−16.4% | 減碼 |
| Treasurer of the State of North Carolina | 320,331 | $5,192 萬 | 0.13% | −203,030−38.8% | 減碼 |
| Westfield Capital Management Co LP | 314,008 | $5,089 萬 | 0.17% | +314,008 | 新進 |
| Aviva PLC | 309,729 | $5,020 萬 | 0.07% | +287,024+1,264.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 305,947 | $4,958 萬 | 0.08% | +31,431+11.4% | 加碼 |
| Summit Partners Public Asset Management, LLC | 304,618 | $4,937 萬 | 1.28% | +304,618 | 新進 |
| Nomura Holdings Inc | 301,312 | $4,883 萬 | 0.21% | +301,312 | 新進 |
| First Trust Advisors LP | 292,756 | $4,745 萬 | 0.03% | +67,193+29.8% | 加碼 |
| New York State Teachers Retirement System | 291,351 | $4,722 萬 | 0.09% | −23,273−7.4% | 減碼 |
| Brandes Investment Partners, LP | 290,395 | $4,707 萬 | 0.33% | −466,720−61.6% | 減碼 |
| Merewether Investment Management, LP | 275,600 | $4,467 萬 | 0.84% | +275,600 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 272,987 | $4,424 萬 | 0.06% | +272,987 | 新進 |
| Brown Advisory Inc | 270,800 | $4,389 萬 | 0.07% | −39,285−12.7% | 減碼 |
| Korea Investment CORP | 270,387 | $4,382 萬 | 0.08% | +36,904+15.8% | 加碼 |
| Corsair Capital Management, L.P. | 266,449 | $4,318 萬 | 5.44% | +266,449 | 新進 |
| Cozad Asset Management Inc | 264,623 | $4,289 萬 | 2.77% | −86,967−24.7% | 減碼 |
| Bank of Montreal | 260,214 | $4,217 萬 | 0.02% | +199,767+330.5% | 加碼 |
| Schroder Investment Management Group | 260,612 | $4,158 萬 | 0.03% | +52,774+25.4% | 加碼 |
| Hancock Whitney Corp | 246,769 | $3,999 萬 | 0.67% | −75,740−23.5% | 減碼 |
| Bank of Nova Scotia | 243,009 | $3,938 萬 | 0.06% | +220,991+1,003.7% | 加碼 |
| Man Group plc | 236,173 | $3,828 萬 | 0.07% | −764,205−76.4% | 減碼 |
| Portolan Capital Management, LLC | 229,027 | $3,712 萬 | 1.39% | −214,101−48.3% | 減碼 |
| Creative Planning | 226,907 | $3,677 萬 | 0.02% | +21,134+10.3% | 加碼 |
| Tocqueville Asset Management L.P. | 225,718 | $3,658 萬 | 0.48% | −33,719−13.0% | 減碼 |
| Prudential Financial Inc | 222,425 | $3,605 萬 | 0.04% | +156,835+239.1% | 加碼 |
| Janney Montgomery Scott LLC | 210,582 | $3,413 萬 | 0.07% | −17,255−7.6% | 減碼 |
| Royal London Asset Management Ltd | 208,684 | $3,382 萬 | 0.06% | −8,848−4.1% | 減碼 |
| J. Safra Sarasin Holding AG | 380,983 | $3,283 萬 | 0.47% | −20,111−5.0% | 減碼 |
| Soros Capital Management LLC | 198,909 | $3,224 萬 | 5.76% | +198,909 | 新進 |
| KLP Kapitalforvaltning AS | 197,200 | $3,196 萬 | 0.10% | +35,800+22.2% | 加碼 |
| State of Wisconsin Investment Board | 195,800 | $3,173 萬 | 0.06% | +2,982+1.5% | 加碼 |
| Danske Bank A/S | 194,700 | $3,156 萬 | 0.06% | +72,500+59.3% | 加碼 |
| HRT Financial LP | 194,118 | $3,146 萬 | 0.06% | +194,118 | 新進 |
| Vanguard Investments Australia, Ltd. | 188,165 | $3,050 萬 | 0.08% | +5,002+2.7% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 186,335 | $3,020 萬 | 0.05% | −5,258−2.7% | 減碼 |
| Agf Management Ltd | 185,445 | $3,006 萬 | 0.12% | +185,445 | 新進 |
| Credit Agricole S A | 182,766 | $2,962 萬 | 0.08% | +60,379+49.3% | 加碼 |
| Nomura Asset Management International Inc. | 181,153 | $2,936 萬 | 0.04% | −241,608−57.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 181,081 | $2,935 萬 | 0.14% | −1,274−0.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 179,090 | $2,903 萬 | 0.02% | −7,510−4.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 178,753 | $2,897 萬 | 0.14% | +1,256+0.7% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 177,611 | $2,879 萬 | 0.07% | +177,611 | 新進 |
| Clearbridge Investments, LLC | 170,556 | $2,764 萬 | 0.02% | −118,867−41.1% | 減碼 |
| Pictet Asset Management Holding SA | 167,258 | $2,711 萬 | 0.03% | +27,327+19.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 166,581 | $2,700 萬 | 0.06% | −26,994−13.9% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 157,700 | $2,556 萬 | 0.04% | +157,700 | 新進 |
| Asset Management One Co.,Ltd. | 155,848 | $2,526 萬 | 0.06% | +18,849+13.8% | 加碼 |
| Mirova | 155,716 | $2,524 萬 | 0.93% | +19,626+14.4% | 加碼 |
| Moore Capital Management, LP | 155,031 | $2,513 萬 | 0.57% | +113,804+276.0% | 加碼 |
| Walleye Capital LLC | 152,756 | $2,476 萬 | 0.12% | +152,756 | 新進 |
| Vident Advisory, LLC | 152,332 | $2,469 萬 | 0.18% | −13,881−8.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 151,878 | $2,461 萬 | 0.05% | +101,487+201.4% | 加碼 |
| Thames Capital Management LLC | 149,474 | $2,423 萬 | 1.99% | +149,474 | 新進 |
| Tredje AP-fonden | 147,540 | $2,391 萬 | 0.11% | +2,674+1.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 143,704 | $2,329 萬 | 0.07% | +67,410+88.4% | 加碼 |
| SEB Asset Management AB | 139,494 | $2,261 萬 | 0.09% | −34,823−20.0% | 減碼 |
| STRS Ohio | 137,622 | $2,230 萬 | 0.08% | +128,822+1,463.9% | 加碼 |
| Brant Point Investment Management LLC | 136,041 | $2,205 萬 | 4.91% | −45,929−25.2% | 減碼 |
| Raiffeisen Bank International AG | 136,740 | $2,182 萬 | 0.26% | −78,640−36.5% | 減碼 |
| Timber Creek Capital Management LLC | 132,115 | $2,141 萬 | 4.37% | −12,195−8.5% | 減碼 |
| HighTower Advisors, LLC | 131,457 | $2,131 萬 | 0.02% | +8,867+7.2% | 加碼 |
| Graybill Bartz & Assoc Ltd | 130,607 | $2,117 萬 | 5.70% | −6,733−4.9% | 減碼 |
| Nomura Asset Management Co Ltd | 130,252 | $2,111 萬 | 0.05% | +7,297+5.9% | 加碼 |
| Los Angeles Capital Management LLC | 128,726 | $2,086 萬 | 0.08% | +63,959+98.8% | 加碼 |
| Incline Global Management LLC | 128,314 | $2,080 萬 | 5.83% | +128,314 | 新進 |
| S&T Bank | 124,797 | $2,023 萬 | 6.07% | −21,892−14.9% | 減碼 |
| State of Tennessee, Treasury Department | 124,550 | $2,019 萬 | 0.06% | −27,391−18.0% | 減碼 |
| Public Employees Retirement System of Ohio | 124,136 | $2,012 萬 | 0.06% | −8,432−6.4% | 減碼 |
| Leuthold Group, LLC | 123,091 | $1,995 萬 | 2.00% | −77,331−38.6% | 減碼 |
| Moran Wealth Management, LLC | 122,370 | $1,983 萬 | 0.54% | −37,063−23.2% | 減碼 |
| Rafferty Asset Management, LLC | 121,903 | $1,976 萬 | 0.04% | +116,724+2,253.8% | 加碼 |
| TD Asset Management Inc | 121,082 | $1,962 萬 | 0.02% | +76,131+169.4% | 加碼 |
| Vise Technologies, Inc. | 119,304 | $1,934 萬 | 0.22% | +2,380+2.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 118,830 | $1,926 萬 | 0.07% | −4,955−4.0% | 減碼 |
| Jump Financial, LLC | 118,314 | $1,918 萬 | 0.17% | +113,189+2,208.6% | 加碼 |
| Cetera Investment Advisers | 117,381 | $1,902 萬 | 0.02% | +14,853+14.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 114,753 | $1,860 萬 | 0.24% | −231,463−66.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 114,300 | $1,852 萬 | 0.09% | −15,800−12.1% | 減碼 |
| Illinois Municipal Retirement Fund | 111,296 | $1,804 萬 | 0.20% | +49,179+79.2% | 加碼 |
| Artisan Partners Limited Partnership | 110,993 | $1,799 萬 | 0.03% | −437,313−79.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 108,039 | $1,751 萬 | 0.18% | −49,003−31.2% | 減碼 |
| Affinity Wealth Management LLC | 105,652 | $1,712 萬 | 2.21% | +318+0.3% | 加碼 |
| Arizona State Retirement System | 105,416 | $1,708 萬 | 0.09% | +4,935+4.9% | 加碼 |
| Mercer Global Advisors Inc | 105,291 | $1,706 萬 | 0.02% | +4,477+4.4% | 加碼 |
| Occudo Quantitative Strategies LP | 104,707 | $1,697 萬 | 0.90% | +104,707 | 新進 |
| State of Michigan Retirement System | 104,700 | $1,697 萬 | 0.08% | +7,500+7.7% | 加碼 |
| Czech National Bank | 104,654 | $1,696 萬 | 0.09% | +104,654 | 新進 |
| ING Groep NV | 103,306 | $1,674 萬 | 0.08% | +103,306 | 新進 |
| CIBC Asset Management Inc | 102,387 | $1,659 萬 | 0.04% | +81,620+393.0% | 加碼 |
| SummitTX Capital, L.P. | 101,055 | $1,638 萬 | 0.43% | −21,940−17.8% | 減碼 |
| Seascape Capital Management | 100,560 | $1,630 萬 | 3.91% | −3,525−3.4% | 減碼 |
| Quantinno Capital Management LP | 100,386 | $1,627 萬 | 0.02% | +24,103+31.6% | 加碼 |
| KR Capital LP | 100,042 | $1,621 萬 | 1.61% | +100,042 | 新進 |
| Alight Capital Management LP | 100,000 | $1,621 萬 | 2.63% | −157,469−61.2% | 減碼 |