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 ($789.0m this quarter). Holder counts are more reliable. Shares outstanding: 1.2bn as of 2026-01-31, 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 ≈ $126.90. Options: 36 managers hold calls ($652.4m notional), 32 hold puts ($577.7m).
Trends to Q4 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 |
| Q2 2025 | 1,649 |
| Q3 2025 | 1,829 |
| Q4 2025 | 2,055 |
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 2024 | 535 | 493 |
| Q2 2024 | 640 | 527 |
| Q3 2024 | 617 | 608 |
| Q4 2024 | 636 | 584 |
| Q1 2025 | 765 | 602 |
| Q2 2025 | 855 | 661 |
| Q3 2025 | 983 | 704 |
| Q4 2025 | 993 | 829 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $258.7m | $179.5m | 0.69 |
| Q2 2025 | $600.6m | $378.0m | 0.63 |
| Q3 2025 | $781.2m | $541.8m | 0.69 |
| Q4 2025 | $652.4m | $577.7m | 0.89 |
Biggest buyers
| J. Stern & Co. LLP | Added | +76.0m |
| JENNISON ASSOCIATES LLC | Added | +7.9m |
| Capital International Investors | Added | +5.7m |
| BlackRock, Inc. | Added | +5.3m |
| T. Rowe Price Investment Management, Inc. | Added | +4.9m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +4.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +3.6m |
| AMERICAN CENTURY COMPANIES INC | Added | +3.4m |
| EDGEWOOD MANAGEMENT LLC | New | +3.1m |
| Rathbones Group PLC | Added | +2.7m |
Biggest sellers
| FMR LLC | Reduced | -13.4m |
| Bank of New York Mellon Corp | Reduced | -6.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -6.1m |
| GOLDMAN SACHS GROUP INC | Reduced | -3.6m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -2.6m |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -2.4m |
| Holocene Advisors, LP | Reduced | -2.1m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -2.0m |
| Alecta Tjanstepension Omsesidigt | Reduced | -1.7m |
| D. E. Shaw & Co., Inc. | Reduced | -1.7m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $102.9m761.5k shares |
| UBS Group AG | Reduced | $82.8m612.7k shares |
| JANE STREET GROUP, LLC | Reduced | $54.2m401.2k shares |
| CITADEL ADVISORS LLC | Reduced | $51.2m378.9k shares |
| ROYAL BANK OF CANADA | Reduced | $47.3m350.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $46.4m343.7k shares |
| IMC-Chicago, LLC | Added | $42.2m312.5k shares |
| Oribel Capital Management, LP | New | $29.9m221.3k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Reduced | $27.7m205.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $21.0m155.3k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $70.7m523.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $53.7m397.6k shares |
| Allianz Asset Management GmbH | Added | $53.6m396.5k shares |
| Twin Tree Management, LP | Added | $50.3m372.2k shares |
| JANE STREET GROUP, LLC | Added | $47.8m353.7k shares |
| UBS Group AG | Added | $47.3m350.3k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $40.0m296.3k shares |
| IMC-Chicago, LLC | Added | $33.4m246.8k shares |
| Squarepoint Ops LLC | Reduced | $32.4m239.9k shares |
| Point72 Asset Management, L.P. | New | $22.6m167.5k 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2025 | 0 | — | 7 | $320.9m | — |
| Q3 2025 | 0 | — | 6 | $91.9m | — |
| Q4 2025 | 0 | — | 7 | $200.7m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-02 | Straub Peter President, ISS Division | Sold | $18.7m132.0k shares |
| 2025-12-02 | Doherty William J President, CS Division | Sold | $11.4m80.0k shares |
| 2025-11-11 | Lampo Craig A SR VP & CFO | Sold | $36.9m258.0k shares |
| 2025-11-11 | Lampo Craig A SR VP & CFO | Sold | $5.8m40.1k shares |
| 2025-11-05 | Ivas Michael R. VP & Corporate Controller | Sold | $16.8m120.0k shares |
| 2025-11-03 | Silverman David M Senior VP, Human Resources | Sold | $16.9m120.0k shares |
| 2025-10-31 | Ivas Michael R. VP & Corporate Controller | Sold | $17.0m120.0k shares |
| 2025-10-29 | D'AMICO LANCE E Sr. VP, Secretary & GenCounsel | Sold | $16.8m120.0k shares |
| 2025-10-29 | Doherty William J President, CS Division | Sold | $11.3m80.0k shares |
| 2025-10-24 | WALTER LUC President, HES Division | Sold | $49.2m365.1k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.25% of their portfolio | 126.6m $17.1bn | Added +1.3m |
| BlackRock, Inc. 0.24% of their portfolio | 106.1m $14.3bn | Added +5.3m |
| FMR LLC 0.60% of their portfolio | 86.4m $11.7bn | Reduced -13.4m |
| J. Stern & Co. LLP 6.54% of their portfolio | 76.8m $76.8m | Added +76.0m |
| STATE STREET CORP 0.26% of their portfolio | 56.9m $7.7bn | Added +888.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.55% of their portfolio | 37.9m $5.1bn | Reduced -6.1m |
| JPMORGAN CHASE & CO 0.31% of their portfolio | 34.3m $4.6bn | Added +456.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.25% of their portfolio | 30.3m $4.1bn | Added +748.8k |
| Capital International Investors 0.50% of their portfolio | 23.7m $3.2bn | Added +5.7m |
| NORGES BANK 0.33% of their portfolio | 22.6m $3.1bn | Not comparable |
| BANK OF AMERICA CORP /DE/ 0.22% of their portfolio | 22.0m $3.0bn | Reduced -688.7k |
| MORGAN STANLEY 0.15% of their portfolio | 18.2m $2.5bn | Added +64.6k |
| Bank of New York Mellon Corp 0.42% of their portfolio | 17.7m $2.4bn | Reduced -6.3m |
| T. Rowe Price Investment Management, Inc. 0.91% of their portfolio | 17.1m $2.3bn | Added +4.9m |
| Capital Research Global Investors 0.41% of their portfolio | 16.5m $2.2bn | Added +933.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.69% of their portfolio | 15.9m $2.2bn | Reduced -2.6m |
| NORTHERN TRUST CORP 0.23% of their portfolio | 13.5m $1.8bn | Added +592.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.29% of their portfolio | 12.4m $1.7bn | Added +3.6m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.94% of their portfolio | 11.9m $1.6bn | Added +4.6m |
| FRANKLIN RESOURCES INC 0.38% of their portfolio | 11.5m $1.5bn | Reduced -1.4m |
| ROYAL BANK OF CANADA 0.25% of their portfolio | 10.6m $1.4bn | Reduced -905.0k |
| JENNISON ASSOCIATES LLC 0.83% of their portfolio | 10.3m $1.4bn | Added +7.9m |
| JANUS HENDERSON GROUP PLC 0.60% of their portfolio | 9.9m $1.3bn | Reduced -215.6k |
| Invesco Ltd. 0.11% of their portfolio | 9.0m $1.2bn | Reduced -114.3k |
| GOLDMAN SACHS GROUP INC 0.16% of their portfolio | 8.5m $1.2bn | Reduced -3.6m |
| VICTORY CAPITAL MANAGEMENT INC 0.65% of their portfolio | 8.5m $1.1bn | Added +1.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.24% of their portfolio | 8.4m $1.1bn | Added +297.4k |
| Legal & General Group Plc 0.25% of their portfolio | 8.3m $1.1bn | Reduced -20.0k |
| Nuveen, LLC 0.28% of their portfolio | 7.8m $1.1bn | Added +9.3k |
| FLOSSBACH VON STORCH SE 3.90% of their portfolio | 7.3m $983.9m | Reduced -1.5m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.15% of their portfolio | 7.2m $978.2m | Added +69.7k |
| NEUBERGER BERMAN GROUP LLC 0.67% of their portfolio | 6.7m $905.0m | Added +705.3k |
| WELLS FARGO & COMPANY/MN 0.18% of their portfolio | 6.7m $904.2m | Added +144.3k |
| Alecta Tjanstepension Omsesidigt 3.98% of their portfolio | 6.7m $904.2m | Reduced -1.7m |
| DEUTSCHE BANK AG\ 0.29% of their portfolio | 6.5m $877.8m | Added +284.5k |
| AMERICAN CENTURY COMPANIES INC 0.40% of their portfolio | 5.8m $788.3m | Added +3.4m |
| Amundi 0.21% of their portfolio | 5.8m $780.7m | Added +13.7k |
| Rathbones Group PLC 1.51% of their portfolio | 5.7m $767.4m | Added +2.7m |
| VOYA INVESTMENT MANAGEMENT LLC 0.75% of their portfolio | 5.6m $761.9m | Added +529.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.22% of their portfolio | 5.4m $735.9m | Reduced -588.8k |
| ALLIANCEBERNSTEIN L.P. 0.22% of their portfolio | 5.2m $699.3m | Reduced -2.0m |
| BARCLAYS PLC 0.28% of their portfolio | 5.1m $690.1m | Reduced -1.7m |
| Mawer Investment Management Ltd. 3.85% of their portfolio | 5.1m $687.3m | Reduced -824.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.40% of their portfolio | 5.1m $684.7m | Reduced -286.2k |
| HSBC HOLDINGS PLC 0.18% of their portfolio | 4.6m $623.0m | Added +2.2m |
| UBS Group AG 0.12% of their portfolio | 4.6m $618.8m | Added +768.8k |
| Swedbank AB 0.55% of their portfolio | 4.2m $564.1m | Reduced -439.7k |
| California Public Employees Retirement System 0.32% of their portfolio | 4.1m $559.1m | Added +168.4k |
| TD Asset Management Inc 0.44% of their portfolio | 4.1m $552.5m | Added +2.1m |
| AXIOM INVESTORS LLC /DE 4.74% of their portfolio | 4.0m $539.8m | Added +1.0m |
| LAZARD ASSET MANAGEMENT LLC 0.86% of their portfolio | 3.8m $507.2m | Reduced -2.4m |
| ALKEON CAPITAL MANAGEMENT LLC 2.21% of their portfolio | 3.7m $506.0m | Reduced -360.0k |
| Egerton Capital (UK) LLP 5.45% of their portfolio | 3.7m $501.1m | Reduced -115.5k |
| Winslow Capital Management, LLC 1.68% of their portfolio | 3.7m $501.7m | Reduced -733.3k |
| STIFEL FINANCIAL CORP 0.44% of their portfolio | 3.7m $493.5m | Reduced -346.7k |
| AQR CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 3.6m $484.9m | Reduced -222.9k |
| DIMENSIONAL FUND ADVISORS LP 0.10% of their portfolio | 3.5m $474.8m | Reduced -70.9k |
| Swiss National Bank 0.27% of their portfolio | 3.3m $452.1m | Reduced -141.1k |
| National Pension Service 0.32% of their portfolio | 3.2m $438.0m | Reduced -116.4k |
| EDGEWOOD MANAGEMENT LLC 2.01% of their portfolio | 3.1m $421.8m | New |
| NATIXIS ADVISORS, LLC 0.58% of their portfolio | 3.0m $407.5m | Reduced -354.6k |
| RAYMOND JAMES FINANCIAL INC 0.12% of their portfolio | 3.0m $401.3m | Added +212.6k |
| CIBC Private Wealth Group LLC 0.65% of their portfolio | 2.8m $382.7m | Reduced -64.6k |
| LONE PINE CAPITAL LLC 2.79% of their portfolio | 2.8m $379.7m | Reduced -213.5k |
| Allianz Asset Management GmbH 0.43% of their portfolio | 2.8m $376.0m | Reduced -382.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.19% of their portfolio | 2.8m $371.7m | Added +70.9k |
| BLAIR WILLIAM & CO/IL 0.96% of their portfolio | 2.7m $358.6m | Reduced -97.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.25% of their portfolio | 2.6m $367.8m | Added +106.1k |
| Alphinity Investment Management Pty Ltd 3.52% of their portfolio | 2.6m $347.3m | Reduced -990.1k |
| Vontobel Holding Ltd. 1.12% of their portfolio | 2.5m $338.6m | Reduced -1.3m |
| RHUMBLINE ADVISERS 0.26% of their portfolio | 2.3m $316.3m | Reduced -36.5k |
| SEI INVESTMENTS CO 0.31% of their portfolio | 2.3m $310.9m | Reduced -157.3k |
| Local Pensions Partnership Investment Ltd 5.34% of their portfolio | 2.2m $303.4m | Reduced -580.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 1.05% of their portfolio | 2.2m $309.1m | Reduced -371.5k |
| BANK OF MONTREAL /CAN/ 0.11% of their portfolio | 2.0m $275.9m | Added +94.9k |
| MACKENZIE FINANCIAL CORP 0.32% of their portfolio | 2.0m $266.5m | Reduced -2.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.26% of their portfolio | 1.9m $259.1m | Reduced -11.5k |
| Man Group plc 0.48% of their portfolio | 1.9m $254.0m | Added +655.6k |
| Alyeska Investment Group, L.P. 0.71% of their portfolio | 1.9m $250.3m | New |
| AustralianSuper Pty Ltd 1.13% of their portfolio | 1.8m $243.7m | Added +206.0k |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 1.8m $236.8m | Reduced -220.5k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.64% of their portfolio | 1.8m $239.7m | Reduced -344.9k |
| Allspring Global Investments Holdings, LLC 0.39% of their portfolio | 1.7m $239.0m | Added +707.5k |
| BAMCO INC /NY/ 0.63% of their portfolio | 1.7m $231.2m | Reduced -178.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.18% of their portfolio | 1.7m $232.5m | Added +370.4k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.88% of their portfolio | 1.7m $226.7m | New |
| AGF MANAGEMENT LTD 0.98% of their portfolio | 1.7m $225.9m | Reduced -1.1m |
| Navera Investment Management Ltd. 4.75% of their portfolio | 1.7m $225.2m | Reduced -89.1k |
| Fenimore Asset Management Inc 4.69% of their portfolio | 1.7m $225.1m | Reduced -384.4k |
| LORD, ABBETT & CO. LLC 0.67% of their portfolio | 1.6m $219.3m | Reduced -50.5k |
| CITIGROUP INC 0.15% of their portfolio | 1.6m $215.9m | Added +201.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.14% of their portfolio | 1.6m $211.4m | Added +570.8k |
| James Hambro & Partners LLP 7.55% of their portfolio | 1.6m $211.4m | Reduced -257.8k |
| LPL Financial LLC 0.06% of their portfolio | 1.5m $207.4m | Added +481.8k |
| Maren Capital LLC 10.89% of their portfolio | 1.5m $202.5m | Reduced -51.3k |
| USS Investment Management Ltd 1.00% of their portfolio | 1.5m $201.4m | Added +62.5k |
| Corient Private Wealth LP 0.12% of their portfolio | 1.5m $183.1m | Added +846.3k |
| Russell Investments Group, Ltd. 0.21% of their portfolio | 1.4m $193.1m | Added +274.5k |
| APG Asset Management N.V. 0.47% of their portfolio | 1.4m $164.1m | Reduced -82.3k |
| GLENMEDE TRUST CO NA 0.90% of their portfolio | 1.4m $190.6m | First filing |