13FPulse
AP

APH AMPHENOL CORP-CL A

2026Q2 · CUSIP 032095101 · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
2,279
Institutions that reported holding it to the SEC
Net increase in holders
+160
Last quarter 2,119 → now 2,279
How unusual is that
Top 1% in the market
Stronger buying than 99.1% of US stocks
What the filings say, in one paragraph

2,279 funds held APH at the end of 2026Q2, up 160 from the quarter before. That is stronger buying than 99.1% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $29.0B(YoY +54.2%), the P/E is 20.1x, return on equity is 33.2%. APH has had 33 buying rushes in its history, and the price moved +13.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=414 2013Q4: holders=427 2014Q1: holders=436 2014Q2: holders=434 2014Q3: holders=444 2014Q4: holders=466 2015Q1: holders=466 2015Q2: holders=464 2015Q3: holders=469 2015Q4: holders=485 2016Q1: holders=481 2016Q2: holders=497 2016Q3: holders=512 2016Q4: holders=557 2017Q1: holders=545 2017Q2: holders=564 2017Q3: holders=566 2017Q4: holders=614 2018Q1: holders=626 2018Q2: holders=621 2018Q3: holders=639 2018Q4: holders=652 2019Q1: holders=673 2019Q2: holders=691 2019Q3: holders=664 2019Q4: holders=711 2020Q1: holders=681 2020Q2: holders=714 2020Q3: holders=743 2020Q4: holders=812 2021Q1: holders=806 2021Q2: holders=816 2021Q3: holders=838 2021Q4: holders=892 2022Q1: holders=895 2022Q2: holders=896 2022Q3: holders=907 2022Q4: holders=952 2023Q1: holders=976 2023Q2: holders=981 2023Q3: holders=1007 2023Q4: holders=1086 2024Q1: holders=1154 2024Q2: holders=1295 2024Q3: holders=1292 2024Q4: holders=1405 2025Q1: holders=1422 2025Q2: holders=1651 2025Q3: holders=1823 2025Q4: holders=2054 2026Q1: holders=2119 2026Q2: holders=2279 -231 -115.5 +0 +115.5 +231 37213832393 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 33 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market
2026Q1 Top 5%
2025Q4 Top 1% in the market -18.5%
2025Q3 Top 1% in the market +14.5% -6.6%
2025Q2 Top 1% in the market +20.6% +33.5%
2025Q1 Top 20% +27.5% +53.6%
2024Q4 Top 5% +26.5% +61.9%
2024Q2 Top 1% in the market +10.5% +6.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
386
Change in large funds
+33
Total value they hold
$203.9B
Funds buying for the first time
372
Funds that sold out entirely
212
Price change that quarter
-34.1%
Funds holding puts (bearish)
30
Funds holding calls (bullish)
34

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
20.1
EPS (TTM)
$3.99
EPS YoY
+59.0%
Revenue (TTM)
$29.0B
Revenue YoY
+54.2%
Net margin
17.7%
ROE
33.2%
Debt ratio
65.1%
FCF (TTM)
$4.7B
Dividend (TTM)
$0.92
Quarterly Revenue & EPS
2021-09-30: EPS 0.34 2021-12-31: EPS 0.37 2022-03-31: EPS 0.34 2022-06-30: EPS 0.38 2022-09-30: EPS 0.40 2022-12-31: EPS 0.41 2023-03-31: EPS 0.35 2023-06-30: EPS 0.37 2023-09-30: EPS 0.41 2023-12-31: EPS 0.42 2024-03-31: EPS 0.44 2024-06-30: EPS 0.41 2024-09-30: EPS 0.48 2024-12-31: EPS 0.59 2025-03-31: EPS 0.58 2025-06-30: EPS 0.86 2025-09-30: EPS 0.97 2025-12-31: EPS 0.93 2026-03-31: EPS 0.72 2026-06-30: EPS 1.37 0B 4.4B 8.8B $B 0.00 0.75 1.51 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 36 22 34 47 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K734M1.5B 20162017201820192020202120222023202420252026
Latest quarter $830M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.