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 ($167.5m this quarter). Holder counts are more reliable. Shares outstanding: 1.2bn as of 2025-04-22, 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 ≈ $65.55. Options: 34 managers hold calls ($258.7m notional), 32 hold puts ($179.5m).
Trends to Q1 2025
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 |
| Q1 2025 | 1,427 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2025 | 765 | 602 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $499.8m | $230.8m | 0.46 |
| Q3 2024 | $392.4m | $348.6m | 0.89 |
| Q4 2024 | $205.2m | $186.6m | 0.91 |
| Q1 2025 | $258.7m | $179.5m | 0.69 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | Added | +11.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +7.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +5.2m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +5.0m |
| FRANKLIN RESOURCES INC | Added | +4.1m |
| BlackRock, Inc. | Added | +3.3m |
| JANUS HENDERSON GROUP PLC | Added | +3.0m |
| VANGUARD GROUP INC | Added | +2.9m |
| AQR CAPITAL MANAGEMENT LLC | Added | +2.5m |
| GOLDMAN SACHS GROUP INC | Added | +2.1m |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -16.8m |
| MACKENZIE FINANCIAL CORP | Reduced | -13.0m |
| CITADEL ADVISORS LLC | Reduced | -4.2m |
| Winslow Capital Management, LLC | Reduced | -3.7m |
| Balyasny Asset Management L.P. | Reduced | -2.7m |
| Mawer Investment Management Ltd. | Reduced | -2.5m |
| Amundi | Reduced | -2.5m |
| Alecta Tjanstepension Omsesidigt | Reduced | -2.1m |
| Bank of New York Mellon Corp | Reduced | -1.8m |
| Polar Capital Holdings Plc | Reduced | -1.7m |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $34.4m523.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $27.3m416.0k shares |
| Walleye Trading LLC | Added | $24.5m373.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $22.9m349.5k shares |
| SIMPLEX TRADING, LLC | Added | $21.5m327.8k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $18.7m284.6k shares |
| Rokos Capital Management LLP | Added | $11.7m178.4k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $10.5m160.0k shares |
| IMC-Chicago, LLC | Added | $9.6m146.7k shares |
| WOLVERINE TRADING, LLC | Added | $8.6m129.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $31.2m475.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $19.8m302.5k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $18.3m278.7k shares |
| PEAK6 LLC | Added | $12.5m190.3k shares |
| Rokos Capital Management LLP | Added | $11.7m178.4k shares |
| SIMPLEX TRADING, LLC | Added | $10.7m162.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $9.4m143.0k shares |
| Walleye Trading LLC | Added | $9.1m138.5k shares |
| UBS Group AG | New | $8.7m132.5k shares |
| Caption Management, LLC | New | $6.5m98.6k 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 Q1 2025
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.18% of their portfolio | 155.0m $10.2bn | Added +2.9m |
| FMR LLC 0.44% of their portfolio | 104.9m $6.9bn | Added +689.8k |
| BlackRock, Inc. 0.14% of their portfolio | 101.9m $6.7bn | Added +3.3m |
| STATE STREET CORP 0.15% of their portfolio | 55.3m $3.6bn | Added +1.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.34% of their portfolio | 42.1m $2.8bn | Reduced -16.8m |
| Bank of New York Mellon Corp 0.40% of their portfolio | 31.2m $2.0bn | Reduced -1.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.14% of their portfolio | 26.3m $1.7bn | Added +971.0k |
| BANK OF AMERICA CORP /DE/ 0.15% of their portfolio | 25.4m $1.7bn | Added +488.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.45% of their portfolio | 20.7m $1.4bn | Reduced -1.5m |
| NORGES BANK 0.18% of their portfolio | 19.9m $1.3bn | Added +58.7k |
| MORGAN STANLEY 0.09% of their portfolio | 19.8m $1.3bn | Reduced -116.7k |
| JPMORGAN CHASE & CO 0.09% of their portfolio | 17.8m $1.2bn | Reduced -57.4k |
| T. Rowe Price Investment Management, Inc. 0.73% of their portfolio | 16.7m $1.1bn | Added +11.1m |
| ROYAL BANK OF CANADA 0.19% of their portfolio | 13.0m $853.6m | Added +16.4k |
| NORTHERN TRUST CORP 0.12% of their portfolio | 12.8m $839.3m | Reduced -269.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.15% of their portfolio | 12.2m $798.2m | Added +5.2m |
| Amundi 0.27% of their portfolio | 11.6m $729.5m | Reduced -2.5m |
| FLOSSBACH VON STORCH SE 3.24% of their portfolio | 11.4m $747.6m | Reduced -916.7k |
| FRANKLIN RESOURCES INC 0.21% of their portfolio | 11.1m $725.5m | Added +4.1m |
| Alecta Tjanstepension Omsesidigt 4.02% of their portfolio | 10.9m $717.7m | Reduced -2.1m |
| JANUS HENDERSON GROUP PLC 0.37% of their portfolio | 10.3m $683.8m | Added +3.0m |
| VOYA INVESTMENT MANAGEMENT LLC 0.36% of their portfolio | 9.8m $645.7m | Added +5.0m |
| Invesco Ltd. 0.11% of their portfolio | 9.2m $603.4m | Added +141.1k |
| Mawer Investment Management Ltd. 2.81% of their portfolio | 8.9m $581.5m | Reduced -2.5m |
| LAZARD ASSET MANAGEMENT LLC 0.89% of their portfolio | 8.8m $579.3m | Reduced -1.6m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% of their portfolio | 8.8m $574.5m | Added +7.6m |
| ALLIANCEBERNSTEIN L.P. 0.21% of their portfolio | 8.7m $573.2m | Added +92.5k |
| GOLDMAN SACHS GROUP INC 0.10% of their portfolio | 7.7m $507.2m | Added +2.1m |
| Legal & General Group Plc 0.13% of their portfolio | 7.4m $488.1m | Added +65.8k |
| Nuveen, LLC 0.14% of their portfolio | 7.3m $476.8m | First filing |
| NEUBERGER BERMAN GROUP LLC 0.39% of their portfolio | 7.1m $466.5m | Reduced -1.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.09% of their portfolio | 6.9m $455.4m | Added +182.9k |
| STIFEL FINANCIAL CORP 0.46% of their portfolio | 6.7m $436.7m | Reduced -229.3k |
| BARCLAYS PLC 0.17% of their portfolio | 5.8m $382.5m | Added +529.2k |
| Capital Research Global Investors 0.08% of their portfolio | 5.8m $380.8m | Added +1.6m |
| ENVESTNET ASSET MANAGEMENT INC 0.12% of their portfolio | 5.7m $372.1m | Added +659.2k |
| DEUTSCHE BANK AG\ 0.15% of their portfolio | 5.7m $370.7m | Added +1.8m |
| California Public Employees Retirement System 0.25% of their portfolio | 5.5m $358.1m | Reduced -129.2k |
| WELLS FARGO & COMPANY/MN 0.09% of their portfolio | 5.4m $354.9m | Added +1.2m |
| Sumitomo Mitsui Trust Group, Inc. 0.23% of their portfolio | 4.9m $322.8m | Reduced -120.7k |
| Allianz Asset Management GmbH 0.45% of their portfolio | 4.6m $302.6m | Added +1.5m |
| UBS Group AG 0.06% of their portfolio | 4.1m $271.3m | Added +1.1m |
| MACKENZIE FINANCIAL CORP 0.35% of their portfolio | 3.7m $243.8m | Reduced -13.0m |
| BNP PARIBAS FINANCIAL MARKETS 0.19% of their portfolio | 3.7m $243.6m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 3.7m $242.5m | Added +72.3k |
| Rathbones Group PLC 1.08% of their portfolio | 3.4m $224.3m | Added +200.4k |
| Swiss National Bank 0.16% of their portfolio | 3.4m $223.0m | Reduced -1.7k |
| Local Pensions Partnership Investment Ltd 4.42% of their portfolio | 3.4m $222.4m | Reduced -78.9k |
| Capital International Investors 0.04% of their portfolio | 3.3m $215.1m | Added +9.0k |
| AQR CAPITAL MANAGEMENT LLC 0.22% of their portfolio | 3.3m $212.8m | Added +2.5m |
| Vontobel Holding Ltd. 0.74% of their portfolio | 3.1m $203.7m | Added +1.2m |
| BLAIR WILLIAM & CO/IL 0.60% of their portfolio | 3.0m $198.6m | Reduced -42.8k |
| TD Asset Management Inc 0.18% of their portfolio | 3.0m $198.4m | Reduced -268.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.11% of their portfolio | 2.9m $189.1m | Added +284.3k |
| National Pension Service 0.18% of their portfolio | 2.9m $188.1m | Added +107.3k |
| NATIXIS ADVISORS, LLC 0.35% of their portfolio | 2.9m $187.0m | Added +5.6k |
| CIBC Private Wealth Group LLC 0.36% of their portfolio | 2.8m $170.1m | Reduced -34.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.43% of their portfolio | 2.7m $176.2m | Reduced -210.8k |
| Navera Investment Management Ltd. 3.14% of their portfolio | 2.6m $171.5m | Reduced -628.0k |
| ALKEON CAPITAL MANAGEMENT LLC 0.99% of their portfolio | 2.6m $167.3m | Added +151.0k |
| Madison Asset Management, LLC 1.86% of their portfolio | 2.5m $167.0m | Added +274.9k |
| HSBC HOLDINGS PLC 0.11% of their portfolio | 2.5m $166.3m | Reduced -613.1k |
| JENSEN INVESTMENT MANAGEMENT INC 1.83% of their portfolio | 2.5m $165.1m | Reduced -2.1k |
| RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio | 2.4m $159.0m | Added +850.6k |
| RHUMBLINE ADVISERS 0.15% of their portfolio | 2.4m $158.3m | Added +55.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.69% of their portfolio | 2.4m $156.9m | Added +707.3k |
| Fenimore Asset Management Inc 3.19% of their portfolio | 2.3m $150.6m | Reduced -7.9k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 2.3m $144.1m | Added +44.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.13% of their portfolio | 2.2m $146.3m | Added +237.5k |
| BANK OF MONTREAL /CAN/ 0.08% of their portfolio | 2.2m $143.7m | Reduced -142.2k |
| Bank Julius Baer & Co. Ltd, Zurich 0.46% of their portfolio | 2.2m $142.4m | Added +1.9m |
| LONDON CO OF VIRGINIA 0.80% of their portfolio | 2.1m $139.6m | Reduced -1.1m |
| Man Group plc 0.41% of their portfolio | 2.1m $138.2m | Reduced -235.2k |
| Carmignac Gestion 2.23% of their portfolio | 2.1m $135.8m | Added +1.1m |
| James Hambro & Partners LLP 5.62% of their portfolio | 2.1m $134.7m | Added +102.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.11% of their portfolio | 2.0m $129.7m | Reduced -711.3k |
| Impax Asset Management Group plc 0.77% of their portfolio | 2.0m $128.0m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.15% of their portfolio | 1.9m $124.2m | Reduced -10.6k |
| SNYDER CAPITAL MANAGEMENT L P 2.69% of their portfolio | 1.9m $123.1m | Reduced -154.7k |
| BAMCO INC /NY/ 0.36% of their portfolio | 1.9m $121.5m | Added +2.3k |
| NATIONAL BANK OF CANADA /FI/ 0.14% of their portfolio | 1.8m $121.1m | Added +52.5k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.51% of their portfolio | 1.8m $120.5m | Reduced -3.0k |
| Caisse de depot et placement du Quebec 0.25% of their portfolio | 1.8m $120.4m | Reduced -406.3k |
| CITIGROUP INC 0.09% of their portfolio | 1.8m $116.4m | Added +709.8k |
| Egerton Capital (UK) LLP 1.33% of their portfolio | 1.8m $115.6m | New |
| GLENMEDE TRUST CO NA 0.59% of their portfolio | 1.7m $109.3m | Added +69.5k |
| Maren Capital LLC 7.33% of their portfolio | 1.6m $107.6m | Added +237.4k |
| Russell Investments Group, Ltd. 0.15% of their portfolio | 1.6m $106.6m | Added +50.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.16% of their portfolio | 1.6m $106.4m | Reduced -294.6k |
| Tandem Investment Advisors, Inc. 3.65% of their portfolio | 1.6m $104.8m | Added +433.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.20% of their portfolio | 1.5m $97.6m | Added +37.9k |
| DAVIS R M INC 1.94% of their portfolio | 1.5m $96.7m | Added +6.9k |
| Harding Loevner LP 0.71% of their portfolio | 1.4m $92.9m | New |
| DANSKE BANK A/S 0.28% of their portfolio | 1.4m $92.1m | Added +790.1k |
| Atalan Capital Partners, LP 8.70% of their portfolio | 1.4m $91.5m | Unchanged |
| APG Asset Management N.V. 0.26% of their portfolio | 1.4m $84.2m | Reduced -195.8k |
| CHILTON INVESTMENT CO INC. 2.21% of their portfolio | 1.4m $90.6m | Added +1.3m |
| NZS Capital, LLC 4.07% of their portfolio | 1.4m $90.2m | Added +402.6k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.17% of their portfolio | 1.4m $90.0m | Added +103.9k |
| Cerity Partners LLC 0.18% of their portfolio | 1.4m $89.0m | Added +191.5k |