Timken Co
TKR- 交易所
- NYSE
- 產業
- Ball & Roller Bearings
- SEC CIK
- 0000098362
近 90 天，Timken Co 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 607 家機構在 13F 申報持有，市值合計 $94.5 億；大師中只有索羅斯基金管理持有。
2025 年第 2 季 13F 持有人
Timken Co 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
- 443
- 較 2025 年第 1 季 +26 家
- 持有股數
- 6,292 萬
- 較 2025 年第 1 季 +79.5 萬 (+1.3%)
- 總市值
- $45.7 億
- 較 2025 年第 1 季 +$1.04 億 (+2.3%)
- 新進機構
- 77
- 另有 137 家加碼
- 清倉機構
- 51
- 另有 161 家減碼
另有 6 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 TKR 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 | 607 | $94.5 億 |
| 2026 年第 1 季 | 535 | $62.6 億 |
| 2025 年第 4 季 | 470 | $53.9 億 |
| 2025 年第 3 季 | 430 | $48.7 億 |
| 2025 年第 2 季 | 443 | $45.7 億 |
| 2025 年第 1 季 | 423 | $44.7 億 |
| 2024 年第 4 季 | 439 | $43.0 億 |
| 2024 年第 3 季 | 466 | $49.6 億 |
| 2024 年第 2 季 | 451 | $47.4 億 |
| 2024 年第 1 季 | 443 | $51.7 億 |
| 2023 年第 4 季 | 446 | $47.2 億 |
| 2023 年第 3 季 | 423 | $43.6 億 |
| 2023 年第 2 季 | 417 | $55.5 億 |
| 2023 年第 1 季 | 423 | $50.2 億 |
| 2022 年第 4 季 | 398 | $42.4 億 |
| 2022 年第 3 季 | 345 | $35.5 億 |
| 2022 年第 2 季 | 343 | $31.6 億 |
| 2022 年第 1 季 | 351 | $36.7 億 |
| 2021 年第 4 季 | 340 | $42.0 億 |
| 2021 年第 3 季 | 355 | $39.6 億 |
| 2021 年第 2 季 | 381 | $49.7 億 |
| 2021 年第 1 季 | 382 | $49.1 億 |
2025 年第 2 季持有機構
每家機構持有 Timken Co 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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 22,568 | $163.7 萬 | 0.02% | −430−1.9% | 減碼 |
| STRS Ohio | 22,594 | $163.9 萬 | 0.01% | +22,594 | 新進 |
| Fruth Investment Management | 23,034 | $167.1 萬 | 0.45% | 00.0% | 不變 |
| Boston Partners | 23,209 | $168.4 萬 | 0.00% | +13,581+141.1% | 加碼 |
| Campbell & CO Investment Adviser LLC | 23,673 | $171.7 萬 | 0.11% | +23,673 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 23,781 | $172.5 萬 | 0.02% | +274+1.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 23,861 | $173.1 萬 | 0.05% | −193−0.8% | 減碼 |
| Granite Investment Partners, LLC | 23,882 | $173.3 萬 | 0.08% | −4,680−16.4% | 減碼 |
| Skylands Capital, LLC | 23,900 | $173.4 萬 | 0.25% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 25,219 | $183.0 萬 | 0.02% | −14−0.1% | 減碼 |
| Pinnacle Associates Ltd | 25,415 | $184.4 萬 | 0.03% | −190−0.7% | 減碼 |
| Oak Thistle LLC | 25,716 | $186.6 萬 | 0.27% | +12,246+90.9% | 加碼 |
| State of Tennessee, Treasury Department | 26,772 | $194.2 萬 | 0.01% | 00.0% | 不變 |
| Janus Henderson Group PLC | 26,956 | $195.5 萬 | 0.00% | −2,800−9.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 27,174 | $197.1 萬 | 0.01% | +3,020+12.5% | 加碼 |
| Uncommon Cents Investing LLC | 27,375 | $198.6 萬 | 0.53% | +2,133+8.5% | 加碼 |
| Holistic Financial Partners | 27,666 | $200.7 萬 | 0.88% | +1,660+6.4% | 加碼 |
| Linden Thomas Advisory Services, LLC | 28,029 | $203.4 萬 | 0.22% | +5,724+25.7% | 加碼 |
| Amalgamated Bank | 29,096 | $211.1 萬 | 0.02% | −530−1.8% | 減碼 |
| Marshall Wace, LLP | 29,217 | $212.0 萬 | 0.00% | −158,287−84.4% | 減碼 |
| Treasurer of the State of North Carolina | 29,216 | $212.0 萬 | 0.01% | −345−1.2% | 減碼 |
| Cozad Asset Management Inc | 30,355 | $220.2 萬 | 0.19% | −347−1.1% | 減碼 |
| Natixis Advisors, L.P. | 30,833 | $223.7 萬 | 0.00% | −11,161−26.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 31,208 | $226.4 萬 | 0.01% | +389+1.3% | 加碼 |
| Mutual of America Capital Management LLC | 31,661 | $229.7 萬 | 0.02% | −1,178−3.6% | 減碼 |
| Holocene Advisors, LP | 32,682 | $237.1 萬 | 0.01% | +7,755+31.1% | 加碼 |
| MetLife Investment Management | 34,263 | $248.6 萬 | 0.01% | −1,182−3.3% | 減碼 |
| Cinctive Capital Management LP | 34,685 | $251.6 萬 | 0.14% | +34,685 | 新進 |
| LPL Financial LLC | 35,819 | $259.9 萬 | 0.00% | +16,686+87.2% | 加碼 |
| Stifel Financial Corp | 35,954 | $260.9 萬 | 0.00% | −16,765−31.8% | 減碼 |
| Charter Trust Co | 36,031 | $261.4 萬 | 0.17% | −45−0.1% | 減碼 |
| First National Advisers, LLC | 36,968 | $268.2 萬 | 0.39% | −103−0.3% | 減碼 |
| First National Bank of Omaha | 38,214 | $277.2 萬 | 0.18% | −1,124−2.9% | 減碼 |
| Jefferies Financial Group Inc. | 38,500 | $279.3 萬 | 0.05% | +38,500 | 新進 |
| Mercer Global Advisors Inc | 38,897 | $282.2 萬 | 0.01% | −529−1.3% | 減碼 |
| Balyasny Asset Management LLC | 39,181 | $284.3 萬 | 0.01% | +39,181 | 新進 |
| Great West Life Assurance Co | 41,446 | $300.7 萬 | 0.00% | −1,632−3.8% | 減碼 |
| Thomist Capital Management, LP | 41,800 | $306.0 萬 | 1.85% | +41,800 | 新進 |
| CSM Advisors, LLC | 42,753 | $310.4 萬 | 0.09% | +42,753 | 新進 |
| Dark Forest Capital Management LP | 43,181 | $313.3 萬 | 0.13% | +43,181 | 新進 |
| QRG Capital Management, Inc. | 46,110 | $334.5 萬 | 0.03% | −745−1.6% | 減碼 |
| South Dakota Investment Council | 46,358 | $336.3 萬 | 0.06% | −39,100−45.8% | 減碼 |
| Two Sigma Investments, LP | 46,699 | $338.8 萬 | 0.01% | −8,403−15.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 47,787 | $346.7 萬 | 0.04% | −2,317−4.6% | 減碼 |
| Phocas Financial Corp. | 48,076 | $348.8 萬 | 0.50% | +80.0% | 加碼 |
| ExodusPoint Capital Management, LP | 52,571 | $381.4 萬 | 0.05% | +23,191+78.9% | 加碼 |
| Benson Investment Management Company, Inc. | 54,615 | $396.2 萬 | 1.50% | −100−0.2% | 減碼 |
| Highland Capital Management, LLC | 59,260 | $429.9 萬 | 0.23% | +16,840+39.7% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 61,262 | $444.5 萬 | 0.01% | +800+1.3% | 加碼 |
| California State Teachers Retirement System | 61,377 | $445.3 萬 | 0.00% | −137−0.2% | 減碼 |
| Baker Ellis Asset Management LLC | 64,926 | $471.0 萬 | 0.65% | +336+0.5% | 加碼 |
| First Eagle Investment Management, LLC | 67,500 | $489.7 萬 | 0.01% | +67,500 | 新進 |
| Alliancebernstein L.P. | 71,286 | $517.2 萬 | 0.00% | −13,877−16.3% | 減碼 |
| Jane Street Group, LLC | 71,991 | $522.3 萬 | 0.01% | +71,991 | 新進 |
| Advisors Capital Management, LLC | 72,955 | $529.3 萬 | 0.07% | +2,216+3.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 77,781 | $564.3 萬 | 0.01% | +1,130+1.5% | 加碼 |
| State of Alaska, Department of Revenue | 79,798 | $578.8 萬 | 0.06% | +44,680+127.2% | 加碼 |
| New York State Teachers Retirement System | 80,288 | $582.5 萬 | 0.01% | 00.0% | 不變 |
| Nuveen, LLC | 84,565 | $613.5 萬 | 0.00% | −25,212−23.0% | 減碼 |
| Royal Bank of Canada | 86,095 | $624.7 萬 | 0.00% | −4,455−4.9% | 減碼 |
| Harbor Capital Advisors, Inc. | 87,269 | $633.1 萬 | 0.27% | −95−0.1% | 減碼 |
| Comerica Bank | 95,401 | $692.1 萬 | 0.03% | +22,982+31.7% | 加碼 |
| Price T Rowe Associates Inc | 103,797 | $753.2 萬 | 0.00% | −6,367−5.8% | 減碼 |
| NEOS Investment Management LLC | 104,009 | $754.6 萬 | 0.09% | −45,522−30.4% | 減碼 |
| Tema ETFs LLC | 104,009 | $754.6 萬 | 2.00% | −45,522−30.4% | 減碼 |
| Barclays PLC | 106,892 | $775.5 萬 | 0.00% | +58,533+121.0% | 加碼 |
| Ameriprise Financial Inc | 111,607 | $809.7 萬 | 0.00% | −295,626−72.6% | 減碼 |
| Retirement Systems of Alabama | 117,818 | $854.8 萬 | 0.03% | −66,644−36.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 118,634 | $860.7 萬 | 0.06% | +52,365+79.0% | 加碼 |
| Cambria Investment Management, L.P. | 119,637 | $868.0 萬 | 0.58% | −19,802−14.2% | 減碼 |
| California Public Employees Retirement System | 120,252 | $872.4 萬 | 0.01% | +4,749+4.1% | 加碼 |
| Janney Montgomery Scott LLC | 121,329 | $880.2 萬 | 0.02% | +13,954+13.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 127,099 | $922.1 萬 | 0.01% | −71,041−35.9% | 減碼 |
| Swiss National Bank | 127,300 | $923.6 萬 | 0.01% | −1,800−1.4% | 減碼 |
| Squarepoint Ops LLC | 128,289 | $930.7 萬 | 0.02% | +128,289 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 134,928 | $978.9 萬 | 0.02% | +5,745+4.4% | 加碼 |
| Legal & General Group Plc | 141,314 | $1,025 萬 | 0.00% | +3,323+2.4% | 加碼 |
| Rockefeller Capital Management L.P. | 148,397 | $1,077 萬 | 0.02% | +148,397 | 新進 |
| Quantinno Capital Management LP | 159,211 | $1,155 萬 | 0.05% | +106,088+199.7% | 加碼 |
| Goldman Sachs Group Inc | 162,483 | $1,179 萬 | 0.00% | −193,282−54.3% | 減碼 |
| Envestnet Asset Management Inc | 165,274 | $1,199 萬 | 0.00% | −4,176−2.5% | 減碼 |
| Stansberry Asset Management, LLC | 174,536 | $1,266 萬 | 1.38% | −95,647−35.4% | 減碼 |
| Rhumbline Advisers | 176,871 | $1,283 萬 | 0.01% | −2,105−1.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 177,828 | $1,290 萬 | 0.02% | +177,828 | 新進 |
| AQR Capital Management LLC | 178,208 | $1,293 萬 | 0.01% | +38,810+27.8% | 加碼 |
| JPMorgan Chase & Co | 180,100 | $1,307 萬 | 0.00% | −8,708−4.6% | 減碼 |
| Wells Fargo & Company | 187,882 | $1,363 萬 | 0.00% | −4,793−2.5% | 減碼 |
| Wedge Capital Management L L P | 188,771 | $1,370 萬 | 0.24% | +14,140+8.1% | 加碼 |
| Two Sigma Advisers, LP | 189,991 | $1,378 萬 | 0.03% | +20,200+11.9% | 加碼 |
| Russell Investments Group, Ltd. | 190,376 | $1,381 萬 | 0.02% | −20,534−9.7% | 減碼 |
| Kempen Capital Management N.V. | 199,070 | $1,444 萬 | 0.14% | +199,070 | 新進 |
| Ceredex Value Advisors LLC | 199,425 | $1,447 萬 | 0.31% | +17,925+9.9% | 加碼 |
| Becker Capital Management Inc | 213,805 | $1,551 萬 | 0.48% | −10,802−4.8% | 減碼 |
| Raymond James Financial Inc | 229,098 | $1,662 萬 | 0.01% | +16,163+7.6% | 加碼 |
| Gotham Asset Management, LLC | 231,333 | $1,678 萬 | 0.10% | +91,263+65.2% | 加碼 |
| ArrowMark Colorado Holdings LLC | 240,370 | $1,744 萬 | 0.31% | −243,679−50.3% | 減碼 |
| First Trust Advisors LP | 243,544 | $1,767 萬 | 0.01% | +10,848+4.7% | 加碼 |
| Shellback Capital, LP | 262,200 | $1,902 萬 | 1.27% | +262,200 | 新進 |
| UBS Asset Management Americas Inc | 270,548 | $1,963 萬 | 0.00% | +43,676+19.3% | 加碼 |
| UBS Group AG | 273,898 | $1,987 萬 | 0.00% | −147,892−35.1% | 減碼 |