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 ($235.2m this quarter). Holder counts are more reliable. Shares outstanding: 1.2bn as of 2025-01-31, 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 ≈ $69.48. Options: 31 managers hold calls ($205.2m notional), 28 hold puts ($186.6m).
Trends to Q4 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 |
| Q4 2024 | 1,404 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 636 | 584 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $136.0m | $184.6m | 1.36 |
| Q2 2024 | $499.8m | $230.8m | 0.46 |
| Q3 2024 | $392.4m | $348.6m | 0.89 |
| Q4 2024 | $205.2m | $186.6m | 0.91 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +15.8m |
| MACKENZIE FINANCIAL CORP | Added | +14.0m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +6.0m |
| BlackRock, Inc. | Added | +5.4m |
| JANUS HENDERSON GROUP PLC | Added | +3.9m |
| FMR LLC | Added | +2.6m |
| Caisse de depot et placement du Quebec | Added | +2.2m |
| VANGUARD GROUP INC | Added | +2.1m |
| NORTHERN TRUST CORP | Added | +1.7m |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +1.6m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -23.9m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -6.3m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -6.0m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -3.9m |
| FIRST TRUST ADVISORS LP | Reduced | -2.6m |
| Bank of New York Mellon Corp | Reduced | -2.5m |
| Alyeska Investment Group, L.P. | Sold out | -2.0m |
| D. E. Shaw & Co., Inc. | Reduced | -2.0m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -2.0m |
| TWO SIGMA ADVISERS, LP | Sold out | -1.7m |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $44.5m641.2k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $23.0m331.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $22.9m330.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $18.8m271.0k shares |
| Twin Tree Management, LP | Reduced | $17.9m257.6k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $11.7m167.8k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Unchanged | $10.4m150.0k shares |
| Walleye Trading LLC | Added | $8.8m127.1k shares |
| IMC-Chicago, LLC | Reduced | $6.1m87.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $5.7m81.3k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $42.5m611.3k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $19.6m282.2k shares |
| D. E. Shaw & Co., Inc. | Added | $17.3m249.7k shares |
| JANE STREET GROUP, LLC | Added | $10.3m148.6k shares |
| PEAK6 LLC | First filing | $9.7m140.0k shares |
| Twin Tree Management, LP | Reduced | $8.9m127.9k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $8.1m116.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $7.9m113.6k shares |
| IMC-Chicago, LLC | Reduced | $6.5m92.9k shares |
| Squarepoint Ops LLC | Added | $6.3m90.3k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q4 2024 | 0 | — | 5 | $154.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-11-08 | Straub Peter President, ISS Division | Sold | $9.8m132.0k shares |
| 2024-11-06 | Lampo Craig A SR VP & CFO | Sold | $21.5m300.0k shares |
| 2024-11-06 | Silverman David M Senior VP, Human Resources | Sold | $12.9m180.0k shares |
| 2024-10-30 | D'AMICO LANCE E Sr. VP, Secretary & GenCounsel | Sold | $5.2m75.0k shares |
| 2024-10-29 | NORWITT RICHARD ADAM President & CEO, director | Sold | $62.0m900.7k shares |
| 2024-10-29 | NORWITT RICHARD ADAM President & CEO, director | Sold | $20.2m289.3k shares |
| 2024-10-29 | Silverman David M Senior VP, Human Resources | Sold | $12.4m180.0k shares |
| 2024-10-29 | Lampo Craig A SR VP & CFO | Sold | $10.3m150.0k 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.18% of their portfolio | 152.1m $10.6bn | Added +2.1m |
| FMR LLC 0.43% of their portfolio | 104.3m $7.2bn | Added +2.6m |
| BlackRock, Inc. 0.14% of their portfolio | 98.6m $6.8bn | Added +5.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.47% of their portfolio | 58.9m $4.1bn | Added +15.8m |
| STATE STREET CORP 0.15% of their portfolio | 54.1m $3.8bn | Added +600.0k |
| Bank of New York Mellon Corp 0.42% of their portfolio | 32.9m $2.3bn | Reduced -2.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.14% of their portfolio | 25.3m $1.8bn | Added +659.6k |
| BANK OF AMERICA CORP /DE/ 0.16% of their portfolio | 25.0m $1.7bn | Added +1.3m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.49% of their portfolio | 22.1m $1.5bn | Reduced -704.0k |
| MORGAN STANLEY 0.10% of their portfolio | 19.9m $1.4bn | Reduced -268.9k |
| NORGES BANK 0.18% of their portfolio | 19.9m $1.4bn | Added +473.0k |
| JPMORGAN CHASE & CO 0.10% of their portfolio | 17.8m $1.2bn | Reduced -23.9m |
| MACKENZIE FINANCIAL CORP 0.53% of their portfolio | 16.7m $1.2bn | Added +14.0m |
| Amundi 0.35% of their portfolio | 14.0m $1.0bn | Reduced -1.1m |
| NORTHERN TRUST CORP 0.13% of their portfolio | 13.1m $907.4m | Added +1.7m |
| Alecta Tjanstepension Omsesidigt 4.77% of their portfolio | 13.0m $905.6m | Reduced -1.5m |
| ROYAL BANK OF CANADA 0.20% of their portfolio | 13.0m $902.7m | Reduced -236.4k |
| FLOSSBACH VON STORCH SE 3.40% of their portfolio | 12.3m $855.2m | Reduced -33.2k |
| Mawer Investment Management Ltd. 3.58% of their portfolio | 11.3m $788.2m | Reduced -1.7m |
| LAZARD ASSET MANAGEMENT LLC 1.06% of their portfolio | 10.4m $722.4m | Reduced -1.3m |
| Invesco Ltd. 0.12% of their portfolio | 9.1m $629.1m | Added +107.5k |
| ALLIANCEBERNSTEIN L.P. 0.20% of their portfolio | 8.6m $600.5m | Reduced -6.3m |
| NEUBERGER BERMAN GROUP LLC 0.45% of their portfolio | 8.2m $569.6m | Reduced -655.1k |
| Nuveen Asset Management, LLC 0.15% of their portfolio | 7.6m $528.8m | Added +1.3m |
| Legal & General Group Plc 0.14% of their portfolio | 7.4m $512.2m | Reduced -260.4k |
| JANUS HENDERSON GROUP PLC 0.26% of their portfolio | 7.3m $504.0m | Added +3.9m |
| WELLINGTON MANAGEMENT GROUP LLP 0.09% of their portfolio | 7.0m $487.1m | Added +6.0m |
| FRANKLIN RESOURCES INC 0.13% of their portfolio | 7.0m $482.9m | Added +78.7k |
| STIFEL FINANCIAL CORP 0.50% of their portfolio | 6.9m $478.3m | Added +117.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.09% of their portfolio | 6.8m $469.5m | Added +201.6k |
| T. Rowe Price Investment Management, Inc. 0.24% of their portfolio | 5.7m $392.5m | Reduced -40.6k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 5.6m $388.7m | Added +142.3k |
| California Public Employees Retirement System 0.26% of their portfolio | 5.6m $388.2m | Reduced -101.6k |
| CITADEL ADVISORS LLC 0.34% of their portfolio | 5.4m $372.6m | Added +234.4k |
| BARCLAYS PLC 0.18% of their portfolio | 5.3m $368.3m | Reduced -1.5m |
| Sumitomo Mitsui Trust Group, Inc. 0.24% of their portfolio | 5.0m $350.2m | Reduced -287.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.11% of their portfolio | 5.0m $348.2m | Added +507.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.35% of their portfolio | 4.8m $334.0m | Added +980.3k |
| Swedbank AB 0.37% of their portfolio | 4.3m $298.7m | Added +700.0k |
| WELLS FARGO & COMPANY/MN 0.07% of their portfolio | 4.3m $295.9m | Added +156.1k |
| Capital Research Global Investors 0.06% of their portfolio | 4.2m $294.6m | Added +4.0k |
| DEUTSCHE BANK AG\ 0.11% of their portfolio | 3.9m $270.6m | Reduced -710.6k |
| Winslow Capital Management, LLC 0.92% of their portfolio | 3.7m $258.3m | Reduced -334.7k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 3.6m $251.8m | Added +197.2k |
| Local Pensions Partnership Investment Ltd 4.49% of their portfolio | 3.5m $241.1m | First filing |
| BNP PARIBAS FINANCIAL MARKETS 0.19% of their portfolio | 3.5m $240.4m | Added +1.3m |
| Swiss National Bank 0.16% of their portfolio | 3.4m $236.3m | Reduced -163.4k |
| TD Asset Management Inc 0.20% of their portfolio | 3.3m $228.8m | Reduced -479.2k |
| Capital International Investors 0.04% of their portfolio | 3.3m $227.1m | Added +5.5k |
| Balyasny Asset Management L.P. 0.53% of their portfolio | 3.3m $226.3m | Added +293.5k |
| Navera Investment Management Ltd. 4.03% of their portfolio | 3.2m $225.3m | Reduced -500.8k |
| Rathbones Group PLC 1.08% of their portfolio | 3.2m $223.6m | Reduced -142.7k |
| LONDON CO OF VIRGINIA 1.21% of their portfolio | 3.2m $220.8m | Reduced -18.7k |
| HSBC HOLDINGS PLC 0.14% of their portfolio | 3.2m $218.7m | Added +433.1k |
| Allianz Asset Management GmbH 0.31% of their portfolio | 3.1m $214.4m | Added +349.8k |
| UBS Group AG 0.05% of their portfolio | 3.1m $213.4m | Reduced -291.4k |
| BLAIR WILLIAM & CO/IL 0.62% of their portfolio | 3.1m $213.2m | Reduced -22.5k |
| Polar Capital Holdings Plc 1.16% of their portfolio | 3.0m $207.7m | Added +567.8k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.46% of their portfolio | 2.9m $201.2m | Reduced -96.2k |
| CIBC Private Wealth Group LLC 0.37% of their portfolio | 2.9m $205.9m | Reduced -54.2k |
| NATIXIS ADVISORS, LLC 0.37% of their portfolio | 2.8m $197.6m | Added +325.2k |
| National Pension Service 0.18% of their portfolio | 2.8m $191.7m | Reduced -269.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.15% of their portfolio | 2.7m $186.7m | Reduced -623.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.10% of their portfolio | 2.6m $180.5m | Added +7.5k |
| JENSEN INVESTMENT MANAGEMENT INC 1.58% of their portfolio | 2.5m $175.0m | Reduced -576.0k |
| ALKEON CAPITAL MANAGEMENT LLC 0.97% of their portfolio | 2.4m $166.7m | Unchanged |
| RHUMBLINE ADVISERS 0.15% of their portfolio | 2.4m $163.8m | Reduced -65.2k |
| Man Group plc 0.49% of their portfolio | 2.3m $162.7m | Reduced -1.7m |
| BANK OF MONTREAL /CAN/ 0.08% of their portfolio | 2.3m $162.0m | Added +32.8k |
| Fenimore Asset Management Inc 3.36% of their portfolio | 2.3m $160.0m | Reduced -22.1k |
| Madison Asset Management, LLC 1.78% of their portfolio | 2.3m $157.7m | Added +195.6k |
| Caisse de depot et placement du Quebec 0.32% of their portfolio | 2.2m $155.7m | Added +2.2m |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 2.2m $149.6m | Reduced -126.6k |
| SNYDER CAPITAL MANAGEMENT L P 2.95% of their portfolio | 2.0m $141.1m | Added +141.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.14% of their portfolio | 2.0m $139.8m | Added +226.0k |
| James Hambro & Partners LLP 5.35% of their portfolio | 1.9m $135.5m | Reduced -31.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.13% of their portfolio | 1.9m $135.4m | Added +152.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.18% of their portfolio | 1.9m $133.1m | Added +71.7k |
| MILLENNIUM MANAGEMENT LLC 0.11% of their portfolio | 1.9m $132.7m | Reduced -980.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.15% of their portfolio | 1.9m $132.3m | Reduced -70.7k |
| Vontobel Holding Ltd. 0.45% of their portfolio | 1.9m $130.4m | Reduced -91.4k |
| BAMCO INC /NY/ 0.33% of their portfolio | 1.9m $128.5m | Reduced -2.5k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.51% of their portfolio | 1.8m $127.8m | Reduced -76.7k |
| NATIONAL BANK OF CANADA /FI/ 0.16% of their portfolio | 1.8m $124.5m | Reduced -807.6k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.48% of their portfolio | 1.7m $117.0m | Added +1.6m |
| GLENMEDE TRUST CO NA 0.57% of their portfolio | 1.6m $110.9m | Reduced -85.3k |
| APG Asset Management N.V. 0.30% of their portfolio | 1.6m $106.1m | Added +635.0k |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 1.6m $109.3m | First filing |
| Russell Investments Group, Ltd. 0.15% of their portfolio | 1.6m $109.3m | Reduced -122.0k |
| TOMS Capital Investment Management LP 12.08% of their portfolio | 1.5m $103.6m | Added +90.7k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.39% of their portfolio | 1.5m $102.0m | Reduced -155.8k |
| DAVIS R M INC 1.99% of their portfolio | 1.5m $101.9m | Reduced -17.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.20% of their portfolio | 1.4m $100.7m | First filing |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.09% of their portfolio | 1.4m $99.2m | Reduced -504.1k |
| Maren Capital LLC 7.44% of their portfolio | 1.4m $97.4m | Added +29.0k |
| Atalan Capital Partners, LP 9.64% of their portfolio | 1.4m $96.9m | Unchanged |
| Port Capital LLC 4.37% of their portfolio | 1.4m $95.8m | Added +6.3k |
| PRUDENTIAL FINANCIAL INC 0.13% of their portfolio | 1.3m $91.8m | Added +33.2k |
| Analog Century Management LP 6.07% of their portfolio | 1.3m $90.7m | Added +31.4k |
| Dorsal Capital Management, LP 2.72% of their portfolio | 1.3m $90.3m | Reduced -400.0k |