AMPHENOL CORP NEW
2,441 institutions still hold AMPHENOL CORP NEW as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
APH Q1 2026 institutional ownership is a $137.3B book across 2,038 holders -- one of the largest institutional books in the dataset for a single stock. The defining feature is a massive active-manager rotation INTO Amphenol, a connector/electronics manufacturer benefiting from AI/data-center/electrification demand. JPMorgan built from $343M to $587M (+1.23B, +43%) -- a new large position. Capital International Investors built from $237M to $446M (+1.26B, +532%). Capital Research Global Investors built from $164M to $336M (+1.14B, +693%). Nuveen added $604M. FMR LLC reduced from $1.64B to $1.00B (-1.64B) -- the largest seller; the DECREASED/INCREASED-artifact pattern indicates price-driven revaluation rather than genuine share reduction (value moved up while share count moved down). BlackRock reduced from $12.9B to $12.8B (-1.46B from share-count DECREASED; #1 holder). Vanguard total passive ~$15.4B across three entities (NEW). State Street $7.3B (share DECREASED). Geode Capital $3.9B (INCREASED). Wellington Management $1.9B (INCREASED, +217M). Goldman Sachs $1.4B (INCREASED, +273M). Morgan Stanley $2.2B (DECREASED, -245M). BNY Mellon $2.1B (DECREASED, -332M). Bank of America $2.6B (DECREASED, -355M). MassFinancial $1.8B (DECREASED, -319M). Northern Trust $1.7B (DECREASED). Invesco $1.5B (INCREASED, +278M). UBS AM $1.2B (INCREASED, +42M). Raymond James not significant. New positions: Vanguard three. The 75.50 whaleScore reflects AUM. Smart-money read: net-bullish on APH. The $1.23B (JPMorgan), $1.26B (Capital Intl), $1.14B (Capital Research) adds represent the broadest active-manager consensus into a connector/electronics name in this batch. These three managers alone added $3.6B to APH in a single quarter -- this pattern is consistent with front-running AI infrastructure buildout (data-center connectors, electrification, aerospace). FMR's -$1.64B appears to be a value-shift artifact (INCREASED with negative valueChange) rather than genuine exit; same for BlackRock's negative valueChange. Net read: bullish on Amphenol -- the breadth of active-manager conviction (JPMorgan + Capital Intl + Capital Research + Nuveen + Goldman + Invesco) across disparate strategies signals a strong thematic trade on AI/data-center connectivity that has not yet exhausted its institutional demand.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.