DOSSIER · 13F Holders · Q2 2026Technology · Printed Circuit Boards
PLXS

PLEXUS CORP

455 institutions still hold PLEXUS CORP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 729132100·Printed Circuit Boards·455 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$5.5B
visible holders
Holders
455
filers reporting
Concentration
23.90%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$1.3B4.4M0.02%Q2 2026
02
Vanguard Portfolio Management
CIK 0002100121· Index
$635M2.1M0.03%Q2 2026
03
DISCIPLINED GROWTH INVESTORS INC /MN
CIK 0001050442
$433M1.4M7.33%Q2 2026
04
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$363M1.2M0.01%Q2 2026
05
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$356M1.2M0.16%Q2 2026
06
STATE STREET CORP
CIK 0000093751
$329M1.1M0.01%Q2 2026
07
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$250M833K0.05%Q2 2026
08
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$241M802K0.01%Q2 2026
09
BNP Paribas Asset Management Holding S.A.
CIK 0001520354
$229M762K0.23%Q2 2026
10
FULLER & THALER ASSET MANAGEMENT, INC.
CIK 0001082327
$220M732K0.60%Q2 2026
11
EARNEST PARTNERS LLC
CIK 0001102578
$189M628K0.68%Q2 2026
12
JPMORGAN CHASE & CO
CIK 0000019617
$129M446K0.01%Q2 2026
13
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$112M372K0.01%Q2 2026
14
Nuveen, LLC
CIK 0001871926
$111M368K0.03%Q2 2026
15
MORGAN STANLEY
CIK 0000895421
$105M349K0.01%Q2 2026
16
NORTHERN TRUST CORP
CIK 0000073124· Index
$98M328K0.01%Q2 2026
17
WESTFIELD CAPITAL MANAGEMENT CO LP
CIK 0001177719
$97M322K0.32%Q2 2026
18
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$95M316K0.05%Q2 2026
19
Invesco Ltd.
CIK 0000914208
$93M309K0.01%Q2 2026
20
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$93M630K0.03%Q1 2026
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Insiders at PLEXUS CORP
Rapp Karen MarieKelsey Todd P.Schrock Michael VRunning Michael J.Jermain Patrick JohnMihm Oliver K.Ninivaggi Angelo Michael JrTan Victor (Pang Hau)