Guru Ownership Trend
Guru Analysis for Amphenol Corporation (APH)
Amphenol Corporation (APH), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.94 B.
Top institutional holders include John Armitage and Cliff Asness.
Notably, John Armitage has expressed high conviction in this stock, allocating 5.45% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $94.75 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 576.0%. Conversely, Manning & Napier Group reduced exposure by 14.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Amphenol Corporation (APH)
Major holders include John Armitage ($501.09 M), Cliff Asness ($484.88 M), Steve Mandel ($379.71 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 14.19 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $94.75 M, with 9 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited APH. The total reported sell value was $99.94 M.
Yes, 1 managers opened new positions in APH, and 8 increased their existing holdings. The total reported buy value was $194.7 M.
