Stocklore

Amphenol Corporation (APH)

Semiconductors · US stock

What changed in recent filings

  • Institutions — 7 new · 1 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Amphenol Corporation

How many of the institutions we track reported holding this stock, quarter by quarter.

max 9
2019 Q1 · 12019 Q2 · 22019 Q3 · 22019 Q4 · 22020 Q1 · 22020 Q2 · 32020 Q3 · 42020 Q4 · 22021 Q1 · 12021 Q2 · 22021 Q3 · 02022 Q1 · 32022 Q2 · 22022 Q3 · 22022 Q4 · 12023 Q1 · 02024 Q1 · 22024 Q2 · 62024 Q3 · 42024 Q4 · 42025 Q1 · 12025 Q2 · 32025 Q3 · 42025 Q4 · 32026 Q1 · 42026 Q2 · 9
19 Q122 Q226 Q2

2019 Q1: 1 → 2026 Q2: 9 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Amphenol Corporation

Institutions we track that reported holding this stock in their most recent 13F.

  • Bridgewater Associates0.50% of portfolio · since 2025 Q3
  • Moore Capital Management0.17% of portfolio · since 2026 Q1
  • Point72 Asset ManagementNew this quarter0.12% of portfolio · since 2026 Q2
  • Maverick CapitalNew this quarter0.01% of portfolio · since 2026 Q2
  • Caisse de depot (Quebec)0.22% of portfolio · held as of 2026 Q2 or earlier
  • Blackstone0.01% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.05% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.38% of portfolio · held as of 2026 Q2 or earlier
  • Sands Capital Management0.50% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Amphenol is a global supplier of connectors, sensors, and interconnect systems. It holds the second-largest connector market share globally and sells into the automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks end markets. Amphenol is diversified geographically, with operations in 40 countries.

What is the Semiconductors sector?

Fabless, foundry, and equipment. A core beneficiary of AI demand.

Amphenol Corporation is classified under the Semiconductors sector. See peers below.

Amphenol Corporation key financials

Based on SEC filings · as of Jun 30, 2026

31.8%
1.11x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Amphenol Corporation vs Semiconductors sector benchmark

Median of 32 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
54.2%vs benchmark 14.2%↑ above
Operating margin
29.5%vs benchmark 16.8%↑ above
Net margin
17.7%vs benchmark 18.9%↓ below
ROE
31.8%vs benchmark 16.7%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETFs holding Amphenol Corporation

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLKState Street(R) Technology Select Sector SPDR(R) ETF
1.21%
JEPIJPMorgan Equity Premium Income ETF
1.08%
VUGVANGUARD GROWTH INDEX FUND
0.61%
SPY
0.34%
VOOVANGUARD 500 INDEX FUND
0.34%
IVViShares Core S&P 500 ETF
0.34%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.30%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.30%
RSPInvesco S&P 500 Equal Weight ETF
0.21%

APH on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Semiconductors average
See full APH analysis →

Peers · Semiconductors

APH FAQ

What is Amphenol Corporation (APH)?

Amphenol is a global supplier of connectors, sensors, and interconnect systems. It holds the second-largest connector market share globally and sells into the automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks end markets. Amphenol is diversified geographically, with operations in 40 countries.

What sector is Amphenol Corporation in?

Amphenol Corporation is classified under Semiconductors. Fabless, foundry, and equipment. A core beneficiary of AI demand.

What are Amphenol Corporation's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 54.2%, Operating margin 29.5%, Net margin 17.7%, ROE 31.8%, Debt-to-equity 1.11x. Definitions and interpretation are available on Stocklore.

Where can I analyze Amphenol Corporation (APH) stock?

On Stocklore you can see APH's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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