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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 46,699 | $338.8 萬 | 0.01% | −8,403−15.2% | 減碼 |
| South Dakota Investment Council | 46,358 | $336.3 萬 | 0.06% | −39,100−45.8% | 減碼 |
| QRG Capital Management, Inc. | 46,110 | $334.5 萬 | 0.03% | −745−1.6% | 減碼 |
| Dark Forest Capital Management LP | 43,181 | $313.3 萬 | 0.13% | +43,181 | 新進 |
| CSM Advisors, LLC | 42,753 | $310.4 萬 | 0.09% | +42,753 | 新進 |
| Thomist Capital Management, LP | 41,800 | $306.0 萬 | 1.85% | +41,800 | 新進 |
| Great West Life Assurance Co | 41,446 | $300.7 萬 | 0.00% | −1,632−3.8% | 減碼 |
| Balyasny Asset Management LLC | 39,181 | $284.3 萬 | 0.01% | +39,181 | 新進 |
| Mercer Global Advisors Inc | 38,897 | $282.2 萬 | 0.01% | −529−1.3% | 減碼 |
| Jefferies Financial Group Inc. | 38,500 | $279.3 萬 | 0.05% | +38,500 | 新進 |
| First National Bank of Omaha | 38,214 | $277.2 萬 | 0.18% | −1,124−2.9% | 減碼 |
| First National Advisers, LLC | 36,968 | $268.2 萬 | 0.39% | −103−0.3% | 減碼 |
| Charter Trust Co | 36,031 | $261.4 萬 | 0.17% | −45−0.1% | 減碼 |
| Stifel Financial Corp | 35,954 | $260.9 萬 | 0.00% | −16,765−31.8% | 減碼 |
| LPL Financial LLC | 35,819 | $259.9 萬 | 0.00% | +16,686+87.2% | 加碼 |
| Cinctive Capital Management LP | 34,685 | $251.6 萬 | 0.14% | +34,685 | 新進 |
| MetLife Investment Management | 34,263 | $248.6 萬 | 0.01% | −1,182−3.3% | 減碼 |
| Holocene Advisors, LP | 32,682 | $237.1 萬 | 0.01% | +7,755+31.1% | 加碼 |
| Mutual of America Capital Management LLC | 31,661 | $229.7 萬 | 0.02% | −1,178−3.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 31,208 | $226.4 萬 | 0.01% | +389+1.3% | 加碼 |
| Natixis Advisors, L.P. | 30,833 | $223.7 萬 | 0.00% | −11,161−26.6% | 減碼 |
| Cozad Asset Management Inc | 30,355 | $220.2 萬 | 0.19% | −347−1.1% | 減碼 |
| Treasurer of the State of North Carolina | 29,216 | $212.0 萬 | 0.01% | −345−1.2% | 減碼 |
| Marshall Wace, LLP | 29,217 | $212.0 萬 | 0.00% | −158,287−84.4% | 減碼 |
| Amalgamated Bank | 29,096 | $211.1 萬 | 0.02% | −530−1.8% | 減碼 |
| Linden Thomas Advisory Services, LLC | 28,029 | $203.4 萬 | 0.22% | +5,724+25.7% | 加碼 |
| Holistic Financial Partners | 27,666 | $200.7 萬 | 0.88% | +1,660+6.4% | 加碼 |
| Uncommon Cents Investing LLC | 27,375 | $198.6 萬 | 0.53% | +2,133+8.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 27,174 | $197.1 萬 | 0.01% | +3,020+12.5% | 加碼 |
| Janus Henderson Group PLC | 26,956 | $195.5 萬 | 0.00% | −2,800−9.4% | 減碼 |
| State of Tennessee, Treasury Department | 26,772 | $194.2 萬 | 0.01% | 00.0% | 不變 |
| Oak Thistle LLC | 25,716 | $186.6 萬 | 0.27% | +12,246+90.9% | 加碼 |
| Pinnacle Associates Ltd | 25,415 | $184.4 萬 | 0.03% | −190−0.7% | 減碼 |
| Brinker Capital Investments, LLC | 25,219 | $183.0 萬 | 0.02% | −14−0.1% | 減碼 |
| Skylands Capital, LLC | 23,900 | $173.4 萬 | 0.25% | 00.0% | 不變 |
| Granite Investment Partners, LLC | 23,882 | $173.3 萬 | 0.08% | −4,680−16.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 23,861 | $173.1 萬 | 0.05% | −193−0.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 23,781 | $172.5 萬 | 0.02% | +274+1.2% | 加碼 |
| Campbell & CO Investment Adviser LLC | 23,673 | $171.7 萬 | 0.11% | +23,673 | 新進 |
| Boston Partners | 23,209 | $168.4 萬 | 0.00% | +13,581+141.1% | 加碼 |
| Fruth Investment Management | 23,034 | $167.1 萬 | 0.45% | 00.0% | 不變 |
| STRS Ohio | 22,594 | $163.9 萬 | 0.01% | +22,594 | 新進 |
| Yousif Capital Management, LLC | 22,568 | $163.7 萬 | 0.02% | −430−1.9% | 減碼 |
| Sittner & Nelson, LLC | 21,651 | $157.1 萬 | 0.63% | +60.0% | 加碼 |
| Public Employees Retirement System of Ohio | 20,960 | $152.1 萬 | 0.01% | −59,127−73.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 20,171 | $146.4 萬 | 0.01% | 00.0% | 不變 |
| Security National Bank of So Dak | 20,058 | $145.5 萬 | 0.79% | −892−4.3% | 減碼 |
| Ensign Peak Advisors, Inc | 19,633 | $142.4 萬 | 0.00% | −1,400−6.7% | 減碼 |
| Arkadios Wealth Advisors | 19,511 | $141.6 萬 | 0.04% | +10,524+117.1% | 加碼 |
| Arizona State Retirement System | 19,456 | $141.2 萬 | 0.01% | +349+1.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,427 | $140.9 萬 | 0.00% | +898+4.8% | 加碼 |
| HighTower Advisors, LLC | 18,832 | $136.6 萬 | 0.00% | −1,528−7.5% | 減碼 |
| Louisiana State Employees Retirement System | 17,900 | $129.9 萬 | 0.02% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,496 | $126.9 萬 | 0.00% | −1,711−8.9% | 減碼 |
| GHP Investment Advisors, Inc. | 17,283 | $125.4 萬 | 0.06% | −1,348−7.2% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 17,013 | $123.4 萬 | 0.09% | +1,899+12.6% | 加碼 |
| Truist Financial Corp | 16,790 | $121.8 萬 | 0.00% | −93−0.6% | 減碼 |
| HRT Financial LP | 16,649 | $120.7 萬 | 0.01% | +16,649 | 新進 |
| Mork Capital Management, LLC | 16,600 | $120.4 萬 | 0.88% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 16,574 | $120.2 萬 | 0.02% | −57,526−77.6% | 減碼 |
| M&T Bank Corp | 16,481 | $119.6 萬 | 0.00% | −1,635−9.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,358 | $118.7 萬 | 0.01% | +1,106+7.3% | 加碼 |
| Amica Mutual Insurance Co | 16,264 | $118.0 萬 | 0.11% | 00.0% | 不變 |
| WESCAP Management Group, Inc. | 16,032 | $116.3 萬 | 0.26% | −1,316−7.6% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16,000 | $116.1 萬 | 0.01% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 15,472 | $112.2 萬 | 0.01% | +15,472 | 新進 |
| State of Michigan Retirement System | 15,323 | $111.2 萬 | 0.01% | +100+0.7% | 加碼 |
| Paradigm Asset Management Co LLC | 15,300 | $111.0 萬 | 0.27% | +15,300 | 新進 |
| Security National Bank of Sioux City Iowa | 15,195 | $110.2 萬 | 0.77% | −100−0.7% | 減碼 |
| Gamco Investors, Inc. Et Al | 14,876 | $107.9 萬 | 0.01% | +3,637+32.4% | 加碼 |
| Erste Asset Management GmbH | 14,373 | $105.2 萬 | 0.01% | +7,031+95.8% | 加碼 |
| Citigroup Inc | 14,456 | $104.9 萬 | 0.00% | +2,415+20.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,214 | $103.1 萬 | 0.02% | +27+0.2% | 加碼 |
| Impax Asset Management Group plc | 14,134 | $102.5 萬 | 0.01% | +14,134 | 新進 |
| KLP Kapitalforvaltning AS | 14,000 | $101.6 萬 | 0.00% | +900+6.9% | 加碼 |
| Sona Asset Management (US) LLC | 14,000 | $101.6 萬 | 0.03% | +14,000 | 新進 |
| Pathstone Holdings, LLC | 13,543 | $98.3 萬 | 0.00% | −2,083−13.3% | 減碼 |
| Olstein Capital Management, L.P. | 13,500 | $97.9 萬 | 0.18% | +500+3.8% | 加碼 |
| New Mexico Educational Retirement Board | 13,477 | $97.8 萬 | 0.03% | 00.0% | 不變 |
| New England Research & Management, Inc. | 13,350 | $96.9 萬 | 0.46% | −625−4.5% | 減碼 |
| Oregon Public Employees Retirement Fund | 13,058 | $94.7 萬 | 0.02% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 12,513 | $91.9 萬 | 0.49% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 12,301 | $89.2 萬 | 0.00% | +361+3.0% | 加碼 |
| Sanctuary Advisors, LLC | 12,131 | $88.0 萬 | 0.01% | −1,860−13.3% | 減碼 |
| Bokf, NA | 11,856 | $86.0 萬 | 0.01% | −552−4.4% | 減碼 |
| Handelsbanken Fonder AB | 11,800 | $85.6 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 11,436 | $83.0 萬 | 0.00% | +11,436 | 新進 |
| Nisa Investment Advisors, LLC | 11,234 | $81.5 萬 | 0.00% | −99−0.9% | 減碼 |
| Gateway Investment Advisers LLC | 11,117 | $80.7 萬 | 0.01% | 00.0% | 不變 |
| Franklin Resources Inc | 10,782 | $78.2 萬 | 0.00% | +31+0.3% | 加碼 |
| Kornitzer Capital Management Inc | 10,750 | $78.0 萬 | 0.02% | +3,810+54.9% | 加碼 |
| Virginia Retirement Systems Et Al | 10,700 | $77.6 萬 | 0.01% | −800−7.0% | 減碼 |
| Pictet Asset Management Holding SA | 10,531 | $76.4 萬 | 0.00% | +204+2.0% | 加碼 |
| Atria Investments LLC | 10,481 | $76.0 萬 | 0.01% | −1,451−12.2% | 減碼 |
| NBC Securities, Inc. | 10,385 | $75.3 萬 | 0.06% | −323−3.0% | 減碼 |
| Illinois Municipal Retirement Fund | 10,358 | $75.1 萬 | 0.01% | −11,835−53.3% | 減碼 |
| Creative Planning | 10,351 | $75.1 萬 | 0.00% | +1,366+15.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 10,162 | $73.7 萬 | 0.00% | −370−3.5% | 減碼 |
| Teacher Retirement System of Texas | 10,124 | $73.4 萬 | 0.00% | −1,788−15.0% | 減碼 |
| Ulysses Management LLC | 10,000 | $72.5 萬 | 0.16% | +10,000 | 新進 |