AMPHENOL CORP APH
CL A · Common Stock · CUSIP 032095101 · ISIN US0320951017
- SectorTechnology
- IndustryElectronic Connectors
- HeadquartersWallingford, CT
- Founded1932
- Websiteamphenol.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($256.4m this quarter). Holder counts are more reliable. Shares outstanding: 1.2bn as of 2024-10-22, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $65.15. Options: 35 managers hold calls ($392.4m notional), 36 hold puts ($348.6m).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 912 |
| Q4 2022 | 949 |
| Q1 2023 | 980 |
| Q2 2023 | 983 |
| Q3 2023 | 1,011 |
| Q4 2023 | 1,085 |
| Q1 2024 | 1,157 |
| Q2 2024 | 1,298 |
| Q3 2024 | 1,294 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 450 | 387 |
| Q1 2023 | 445 | 420 |
| Q2 2023 | 411 | 465 |
| Q3 2023 | 435 | 462 |
| Q4 2023 | 479 | 454 |
| Q1 2024 | 535 | 493 |
| Q2 2024 | 640 | 527 |
| Q3 2024 | 617 | 608 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $94.5m | $63.7m | 0.67 |
| Q1 2024 | $136.0m | $184.6m | 1.36 |
| Q2 2024 | $499.8m | $230.8m | 0.46 |
| Q3 2024 | $392.4m | $348.6m | 0.89 |
Biggest buyers
| Winslow Capital Management, LLC | New | +4.1m |
| CITADEL ADVISORS LLC | Added | +3.4m |
| Nuveen Asset Management, LLC | Added | +3.4m |
| Man Group plc | Added | +3.2m |
| TWO SIGMA INVESTMENTS, LP | Added | +2.4m |
| ROYAL BANK OF CANADA | Added | +2.3m |
| D. E. Shaw & Co., Inc. | Added | +2.1m |
| Alyeska Investment Group, L.P. | New | +2.0m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +2.0m |
| TWO SIGMA ADVISERS, LP | New | +1.7m |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -15.4m |
| JPMORGAN CHASE & CO | Reduced | -13.5m |
| COATUE MANAGEMENT LLC | Sold out | -6.2m |
| Mawer Investment Management Ltd. | Reduced | -2.5m |
| Select Equity Group, L.P. | Reduced | -2.4m |
| Altimeter Capital Management, LP | Sold out | -2.0m |
| APG Asset Management N.V. | Reduced | -1.6m |
| NORGES BANK | Reduced | -1.5m |
| FLOSSBACH VON STORCH SE | Reduced | -1.3m |
| T. Rowe Price Investment Management, Inc. | Reduced | -1.3m |
Biggest calls
| CITADEL ADVISORS LLC | Added | $63.9m980.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $47.5m728.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $39.2m601.6k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $38.3m587.8k shares |
| TOMS Capital Investment Management LP | Reduced | $32.6m500.0k shares |
| Twin Tree Management, LP | Added | $28.5m437.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $24.1m370.2k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $15.7m240.3k shares |
| IMC-Chicago, LLC | Added | $12.6m194.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $12.0m184.5k shares |
Biggest puts
| CAPITAL FUND MANAGEMENT S.A. | Added | $45.1m692.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $33.6m516.2k shares |
| Oribel Capital Management, LP | New | $31.3m479.7k shares |
| GOLDMAN SACHS GROUP INC | Added | $25.9m397.1k shares |
| Twin Tree Management, LP | Added | $22.4m344.0k shares |
| CITADEL ADVISORS LLC | Added | $21.2m325.7k shares |
| SIMPLEX TRADING, LLC | Added | $21.2m325.5k shares |
| PEAK6 Investments LLC | Added | $17.3m265.3k shares |
| D. E. Shaw & Co., Inc. | Reduced | $16.3m249.6k shares |
| BANK OF AMERICA CORP /DE/ | Added | $11.7m180.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
| FMR LLC 13G · institution -1.4 pts · filed 2026-08-06 | 5.7% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q3 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2022 | 0 | — | 4 | $25.9m | — |
| Q1 2023 | 0 | — | 3 | $65.8m | — |
| Q2 2023 | 0 | — | 1 | $13.7m | — |
| Q3 2023 | 0 | — | 6 | $133.0m | — |
| Q4 2023 | 1 | $1.0m | 1 | $6.7m | — |
| Q1 2024 | 0 | — | 4 | $31.8m | — |
| Q2 2024 | 0 | — | 1 | $25.0m | — |
| Q3 2024 | 0 | — | 5 | $140.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-08-15 | Doherty William J President, CS Division | Sold | $19.7m300.0k shares |
| 2024-08-15 | D'AMICO LANCE E Sr. VP, Secretary & GenCounsel | Sold | $6.6m100.0k shares |
| 2024-08-14 | Lampo Craig A SR VP & CFO | Sold | $16.3m250.0k shares |
| 2024-07-31 | NORWITT RICHARD ADAM President & CEO, director | Sold | $25.7m400.0k shares |
| 2024-07-29 | WALTER LUC President, HES Division | Sold | $10.9m170.0k shares |
| 2024-07-26 | NORWITT RICHARD ADAM President & CEO, director | Sold | $48.4m750.0k shares |
| 2024-07-26 | WALTER LUC President, HES Division | Sold | $6.8m106.0k shares |
| 2024-07-26 | D'AMICO LANCE E Sr. VP, Secretary & GenCounsel | Sold | $5.8m90.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.18% of their portfolio | 150.0m $9.8bn | Added +1.2m |
| FMR LLC 0.40% of their portfolio | 101.6m $6.6bn | Reduced -388.5k |
| BlackRock, Inc. 0.13% of their portfolio | 93.1m $6.1bn | First filing |
| STATE STREET CORP 0.14% of their portfolio | 53.5m $3.5bn | Added +1.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.32% of their portfolio | 43.1m $2.8bn | Reduced -15.4m |
| JPMORGAN CHASE & CO 0.11% of their portfolio | 41.8m $2.7bn | Reduced -13.5m |
| Bank of New York Mellon Corp 0.43% of their portfolio | 35.4m $2.3bn | Reduced -1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.13% of their portfolio | 24.7m $1.6bn | Added +565.0k |
| BANK OF AMERICA CORP /DE/ 0.14% of their portfolio | 23.7m $1.5bn | Added +1.1m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.44% of their portfolio | 22.8m $1.5bn | Reduced -385.1k |
| MORGAN STANLEY 0.10% of their portfolio | 20.2m $1.3bn | Added +294.8k |
| NORGES BANK 0.18% of their portfolio | 19.4m $1.3bn | Reduced -1.5m |
| Amundi 0.36% of their portfolio | 15.1m $975.4m | Added +1.3m |
| ALLIANCEBERNSTEIN L.P. 0.33% of their portfolio | 14.9m $972.4m | Added +233.2k |
| Alecta Tjanstepension Omsesidigt 5.22% of their portfolio | 14.6m $948.5m | Reduced -550.0k |
| ROYAL BANK OF CANADA 0.19% of their portfolio | 13.2m $862.3m | Added +2.3m |
| Mawer Investment Management Ltd. 3.86% of their portfolio | 13.0m $847.2m | Reduced -2.5m |
| FLOSSBACH VON STORCH SE 3.16% of their portfolio | 12.3m $804.6m | Reduced -1.3m |
| LAZARD ASSET MANAGEMENT LLC 1.02% of their portfolio | 11.7m $764.2m | Added +393.7k |
| NORTHERN TRUST CORP 0.12% of their portfolio | 11.4m $741.3m | Reduced -449.2k |
| Invesco Ltd. 0.11% of their portfolio | 9.0m $583.2m | Added +424.6k |
| NEUBERGER BERMAN GROUP LLC 0.45% of their portfolio | 8.9m $577.0m | Added +218.2k |
| Legal & General Group Plc 0.13% of their portfolio | 7.6m $497.6m | Reduced -69.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% of their portfolio | 7.2m $466.9m | Reduced -706.6k |
| FRANKLIN RESOURCES INC 0.13% of their portfolio | 6.9m $463.2m | Reduced -756.1k |
| BARCLAYS PLC 0.20% of their portfolio | 6.8m $445.9m | Reduced -240.0k |
| STIFEL FINANCIAL CORP 0.46% of their portfolio | 6.8m $441.1m | Reduced -245.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio | 6.6m $427.4m | Added +63.2k |
| Nuveen Asset Management, LLC 0.12% of their portfolio | 6.3m $411.1m | Added +3.4m |
| T. Rowe Price Investment Management, Inc. 0.22% of their portfolio | 5.7m $370.9m | Reduced -1.3m |
| California Public Employees Retirement System 0.26% of their portfolio | 5.7m $370.8m | Reduced -160.2k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 5.5m $355.4m | Reduced -1.0m |
| Sumitomo Mitsui Trust Group, Inc. 0.24% of their portfolio | 5.3m $347.3m | Added +1.1m |
| CITADEL ADVISORS LLC 0.35% of their portfolio | 5.1m $334.3m | Added +3.4m |
| DEUTSCHE BANK AG\ 0.12% of their portfolio | 4.6m $300.2m | Added +1.4m |
| ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio | 4.5m $293.6m | Reduced -268.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 1.08% of their portfolio | 4.3m $280.4m | Added +2.0m |
| Capital Research Global Investors 0.06% of their portfolio | 4.2m $276.2m | Reduced -383.8k |
| WELLS FARGO & COMPANY/MN 0.06% of their portfolio | 4.1m $267.5m | Reduced -166.7k |
| Winslow Capital Management, LLC 0.95% of their portfolio | 4.1m $264.2m | New |
| Man Group plc 0.74% of their portfolio | 4.0m $262.8m | Added +3.2m |
| FIRST TRUST ADVISORS LP 0.24% of their portfolio | 3.9m $252.1m | Reduced -468.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.26% of their portfolio | 3.8m $249.5m | Added +405.8k |
| TD Asset Management Inc 0.22% of their portfolio | 3.8m $245.3m | Reduced -664.6k |
| Navera Investment Management Ltd. 4.34% of their portfolio | 3.7m $243.9m | Reduced -703.3k |
| Swedbank AB 0.30% of their portfolio | 3.6m $234.6m | Added +1.0m |
| Swiss National Bank 0.15% of their portfolio | 3.6m $232.3m | Added +3.2k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 3.4m $223.4m | Reduced -3.9k |
| UBS Group AG 0.06% of their portfolio | 3.4m $219.2m | Reduced -363.5k |
| Rathbones Group PLC 1.11% of their portfolio | 3.4m $219.1m | Added +34.1k |
| JANUS HENDERSON GROUP PLC 0.11% of their portfolio | 3.3m $216.5m | Reduced -23.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.18% of their portfolio | 3.3m $215.8m | Added +707.3k |
| Capital International Investors 0.04% of their portfolio | 3.3m $212.7m | Added +1.0k |
| LONDON CO OF VIRGINIA 1.10% of their portfolio | 3.2m $208.4m | Added +66.5k |
| JENSEN INVESTMENT MANAGEMENT INC 1.69% of their portfolio | 3.1m $201.7m | Reduced -871.9k |
| BLAIR WILLIAM & CO/IL 0.59% of their portfolio | 3.1m $201.5m | Reduced -39.8k |
| National Pension Service 0.19% of their portfolio | 3.0m $197.4m | Added +360.9k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.43% of their portfolio | 3.0m $195.1m | Reduced -72.2k |
| Balyasny Asset Management L.P. 0.50% of their portfolio | 3.0m $193.2m | Reduced -181.5k |
| CIBC Private Wealth Group LLC 0.34% of their portfolio | 2.9m $190.3m | Added +269.1k |
| MILLENNIUM MANAGEMENT LLC 0.16% of their portfolio | 2.9m $188.4m | Reduced -422.1k |
| Allianz Asset Management GmbH 0.28% of their portfolio | 2.7m $178.3m | Added +271.9k |
| HSBC HOLDINGS PLC 0.11% of their portfolio | 2.7m $176.4m | Added +24.8k |
| MACKENZIE FINANCIAL CORP 0.24% of their portfolio | 2.7m $173.6m | Reduced -528.7k |
| D. E. Shaw & Co., Inc. 0.22% of their portfolio | 2.6m $172.0m | Added +2.1m |
| NATIONAL BANK OF CANADA /FI/ 0.23% of their portfolio | 2.6m $169.5m | Reduced -967.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.09% of their portfolio | 2.6m $168.9m | Added +1.1m |
| NATIXIS ADVISORS, LLC 0.32% of their portfolio | 2.5m $164.2m | Added +177.6k |
| RHUMBLINE ADVISERS 0.14% of their portfolio | 2.4m $158.0m | Reduced -57.4k |
| Polar Capital Holdings Plc 0.89% of their portfolio | 2.4m $157.9m | Reduced -975.1k |
| TWO SIGMA INVESTMENTS, LP 0.36% of their portfolio | 2.4m $157.1m | Added +2.4m |
| ALKEON CAPITAL MANAGEMENT LLC 0.86% of their portfolio | 2.4m $156.4m | Added +320.0k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 2.4m $147.8m | Reduced -20.9k |
| Fenimore Asset Management Inc 3.05% of their portfolio | 2.3m $151.6m | Reduced -1.0k |
| BANK OF MONTREAL /CAN/ 0.07% of their portfolio | 2.3m $149.5m | Reduced -85.2k |
| Point72 Asset Management, L.P. 0.50% of their portfolio | 2.2m $144.0m | Added +1.3m |
| BNP PARIBAS FINANCIAL MARKETS 0.14% of their portfolio | 2.2m $140.4m | Added +271.3k |
| Madison Asset Management, LLC 1.52% of their portfolio | 2.1m $135.3m | Added +125.0k |
| Alyeska Investment Group, L.P. 0.68% of their portfolio | 2.0m $133.2m | New |
| James Hambro & Partners LLP 5.38% of their portfolio | 2.0m $129.1m | Reduced -40.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.15% of their portfolio | 2.0m $128.7m | Reduced -2.3k |
| Vontobel Holding Ltd. 0.41% of their portfolio | 2.0m $128.3m | Reduced -326.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.11% of their portfolio | 1.9m $125.9m | Added +1.2m |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.50% of their portfolio | 1.9m $124.9m | Reduced -3.1k |
| SNYDER CAPITAL MANAGEMENT L P 2.56% of their portfolio | 1.9m $123.2m | Added +125.1k |
| BAMCO INC /NY/ 0.32% of their portfolio | 1.9m $120.8m | Reduced -11.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.16% of their portfolio | 1.8m $120.2m | Reduced -439.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.12% of their portfolio | 1.8m $117.1m | Reduced -65.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.12% of their portfolio | 1.8m $115.2m | Added +128.1k |
| TWO SIGMA ADVISERS, LP 0.27% of their portfolio | 1.7m $113.8m | New |
| Dorsal Capital Management, LP 3.58% of their portfolio | 1.7m $110.8m | New |
| Russell Investments Group, Ltd. 0.16% of their portfolio | 1.7m $110.4m | Added +740.5k |
| GLENMEDE TRUST CO NA 0.52% of their portfolio | 1.7m $109.6m | Added +177.5k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.41% of their portfolio | 1.6m $105.9m | Reduced -382.6k |
| Third Point LLC 1.40% of their portfolio | 1.6m $104.3m | Reduced -1.2m |
| TimesSquare Capital Management, LLC 1.54% of their portfolio | 1.6m $102.7m | Added +12.0k |
| DAVIS R M INC 1.87% of their portfolio | 1.5m $96.8m | Reduced -29.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.16% of their portfolio | 1.4m $92.7m | Added +440.5k |
| TOMS Capital Investment Management LP 7.49% of their portfolio | 1.4m $91.3m | Added +274.3k |
| Atalan Capital Partners, LP 7.82% of their portfolio | 1.4m $90.9m | Added +245.0k |