DOSSIER · 13F Holders · Q1 2026Technology · Printed Circuit Boards
PLXS

PLEXUS CORP

417 institutions still hold PLEXUS CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 729132100·Printed Circuit Boards·417 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$3.9B
visible holders
Holders
417
filers reporting
Concentration
22.22%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

Seventeen shares. That's all CoreCap Advisors owned of Plexus Corp three months ago — a toehold too small to call a real position. This quarter it owns 912, worth $274,211. The jump is tiny in dollar terms, but it's a useful lens on the filing: eight brand-new institutional positions opened in Plexus this quarter, an unusually large wave for a stock with just 43 tracked holders, while Congress Asset Management — already a holder — grew its own stake by 439%, adding 84,478 shares to become the largest tracked holder at 35.3% of the $88.3 million in institutional value 13F Insight can see. Moody Aldrich Partners opened the quarter's largest new position at $4.6 million. GHP Investment Advisors, the second-largest holder at 26.7% of tracked value, trimmed only slightly (down 1.7%). Assenagon Asset Management, a fund 13F Insight classifies as quasi-passive, was the one holder to meaningfully retreat, cutting 65% of its stake.

The largest version of that pattern belongs to Congress Asset Management. It grew its position from 19,255 to 103,733 shares — a 439% increase, worth roughly $25.4 million in real buying — and is now unambiguously the largest tracked holder in the stock, at 35.3% of the $88.3 million in institutional value 13F Insight can see. That single trade is larger than the next several buyers combined.

Eight brand-new institutional positions opened in Plexus this quarter, an unusually wide wave of fresh interest for a stock with only 43 tracked holders total — nearly one in five holders is a first-timer. Moody Aldrich Partners opened the largest, a $4.6 million stake (15,205 shares), instantly landing as the fifth-largest position in the stock. First Citizens Bank & Trust, Fifth Third Wealth Advisors, Revolve Wealth Partners, Portside Wealth Group, Ballentine Partners, Prospera Financial Services and Harbor Investment Advisory all opened smaller new stakes, ranging from roughly $108,000 to $736,000.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$866M4.3M0.02%Q1 2026
02
Vanguard Portfolio Management
CIK 0002100121· Index
$457M2.3M0.02%Q1 2026
03
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$316M1.6M0.16%Q1 2026
04
DISCIPLINED GROWTH INVESTORS INC /MN
CIK 0001050442
$303M1.5M6.19%Q1 2026
05
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$243M1.2M0.01%Q1 2026
06
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$227M1.1M0.05%Q1 2026
07
STATE STREET CORP
CIK 0000093751
$212M1.0M0.01%Q1 2026
08
BNP Paribas Asset Management Holding S.A.
CIK 0001520354
$186M917K0.22%Q1 2026
09
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$138M680K0.01%Q1 2026
10
EARNEST PARTNERS LLC
CIK 0001102578
$132M652K0.54%Q1 2026
11
FULLER & THALER ASSET MANAGEMENT, INC.
CIK 0001082327
$119M589K0.40%Q1 2026
12
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$93M630K0.03%Q1 2026
13
MORGAN STANLEY
CIK 0000895421
$87M428K0.01%Q1 2026
14
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$84M414K0.05%Q1 2026
15
SILVERCREST ASSET MANAGEMENT GROUP LLC
CIK 0001232395
$79M390K0.57%Q1 2026
16
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$78M386K0.01%Q1 2026
17
WESTFIELD CAPITAL MANAGEMENT CO LP
CIK 0001177719
$78M384K0.33%Q1 2026
18
Nuveen, LLC
CIK 0001871926
$73M362K0.02%Q1 2026
19
NORTHERN TRUST CORP
CIK 0000073124· Index
$64M317K0.01%Q1 2026
20
Boston Trust Walden Corp
CIK 0001534866
$63M208K0.48%Q2 2026
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Insiders at PLEXUS CORP
Kelsey Todd P.Running Michael J.Rapp Karen MarieJermain Patrick JohnMihm Oliver K.Ninivaggi Angelo Michael JrTan Victor (Pang Hau)Zycinski Frank