Amphenol Corporation
US ˙ NYSE ˙ US0320951017

SecurityAPH / Amphenol Corporation
InstitutionDavis R M Inc
Latest Disclosed Ownership1,356,402 shares
Latest Disclosed Value $ 171,705,282
Davis R M Inc reports 1.39% decrease in ownership of APH / Amphenol Corporation

On May 13, 2026 - Davis R M Inc filed a 13F-HR form disclosing ownership of 1,356,402 shares of Amphenol Corporation (US:APH) valued at $171,381,393 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,375,500 shares of Amphenol Corporation. This represents a change in shares of -1.39% during the quarter. The current value of the position is $200,232,063 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F AMPHENOL CL A 032095101 1,356,402 -19,098 -1.39 171,705 -7.63 3.0474
2026-02-12 2025-12-31 13F Amphenol COM 032095101 1,375,500 -31,226 -2.22 185,885 6.78 3.2002
2025-11-12 2025-09-30 13F Amphenol COM 032095101 1,406,726 -67,516 -4.58 174,082 19.58 3.0432
2025-08-07 2025-06-30 13F Amphenol COM 032095101 1,474,242 -49 -0.00 145,581 50.55 2.6995
2025-05-08 2025-03-31 13F Amphenol COM 032095101 1,474,291 6,930 0.47 96,699 -5.11 1.9362
2025-02-07 2024-12-31 13F Amphenol COM 032095101 1,467,361 -17,708 -1.19 101,908 5.31 1.9887
2024-11-13 2024-09-30 13F Amphenol COM 032095101 1,485,069 -29,885 -1.97 96,767 -5.19 1.8699
2024-08-09 2024-06-30 13F Amphenol COM 032095101 1,514,954 734,515 94.12 102,062 13.37 2.0723
2024-05-10 2024-03-31 13F Amphenol COM 032095101 780,439 12,153 1.58 90,024 18.20 1.8847
2024-02-09 2023-12-31 13F Amphenol COM 032095101 768,286 -40,910 -5.06 76,160 113,571.64 1.7570
2023-11-14 2023-09-30 13F Amphenol COM 032095101 809,196 -15,068 -1.83 68 -4.29 1.7050
2023-08-10 2023-06-30 13F Amphenol COM 032095101 824,264 -10,474 -1.25 70 2.94 1.6818
2023-05-01 2023-03-31 13F Amphenol COM 032095101 834,738 -6,549 -0.78 68 6.25 1.7371
2023-02-14 2022-12-31 13F Amphenol COM 032095101 841,287 5,014 0.60 64 -99.89 1.7265
2022-11-08 2022-09-30 13F Amphenol COM 032095101 836,273 -4,828 -0.57 55,997 3.41 1.6242
2022-08-08 2022-06-30 13F Amphenol COM 032095101 841,101 5,882 0.70 54,150 -13.96 1.5097
2022-05-05 2022-03-31 13F Amphenol COM 032095101 835,219 -7,525 -0.89 62,934 -14.61 1.4986
2022-02-08 2021-12-31 13F Amphenol COM 032095101 842,744 -3,586 -0.42 73,706 18.92 1.6427
2021-11-08 2021-09-30 13F Amphenol COM 032095101 846,330 -4,165 -0.49 61,977 6.52 1.5369
2021-08-12 2021-06-30 13F Amphenol COM 032095101 850,495 9,621 1.14 58,182 4.89 1.4627
2021-05-10 2021-03-31 13F Amphenol COM 032095101 840,874 415,871 97.85 55,472 -0.19 1.5242
2021-01-27 2020-12-31 13F Amphenol COM 032095101 425,003 -1,646 -0.39 55,578 20.32 1.5950
2020-12-01 2020-09-30 13F Amphenol COM 032095101 426,649 -2,172 -0.51 46,193 12.43 1.5096
2020-07-20 2020-06-30 13F Amphenol COM 032095101 428,821 -7,332 -1.68 41,085 29.25 1.4641
2020-04-24 2020-03-31 13F Amphenol COM 032095101 436,153 -11,827 -2.64 31,787 -34.44 1.3210
2020-01-23 2019-12-31 13F Amphenol COM 032095101 447,980 -1,009 -0.22 48,485 11.90 1.5895
2019-10-24 2019-09-30 13F Amphenol COM 032095101 448,989 -7,859 -1.72 43,327 -1.15 1.5261
2019-07-31 2019-06-30 13F Amphenol COM 032095101 456,848 -10,800 -2.31 43,830 -0.76 1.5597
2019-04-29 2019-03-31 13F Amphenol COM 032095101 467,648 -11,215 -2.34 44,165 13.84 1.6438
2019-01-18 2018-12-31 13F Amphenol COM 032095101 478,863 -5,961 -1.23 38,797 -14.89 1.5883
2018-10-17 2018-09-30 13F Amphenol COM 032095101 484,824 -5,916 -1.21 45,583 6.58 1.6540
2018-07-19 2018-06-30 13F AMPHENOL COM 032095101 490,740 -9,183 -1.84 42,768 -0.67 1.6640
2018-04-19 2018-03-31 13F AMPHENOL COM 032095101 499,923 -25,355 -4.83 43,058 -6.64 1.7161
2018-01-16 2017-12-31 13F AMPHENOL COM 032095101 525,278 -17,654 -3.25 46,119 0.36 1.8085
2017-10-24 2017-09-30 13F AMPHENOL COM 032095101 542,932 -24,941 -4.39 45,954 9.62 1.8992
2017-07-31 2017-06-30 13F AMPHENOL COM 032095101 567,873 -19,988 -3.40 41,920 0.20 1.7719
2017-05-03 2017-03-31 13F AMPHENOL COM 032095101 587,861 -24,219 -3.96 41,838 1.72 1.8913
2017-01-18 2016-12-31 13F AMPHENOL COM 032095101 612,080 -14,896 -2.38 41,132 1.05 1.9656
2016-10-19 2016-09-30 13F AMPHENOL COM 032095101 626,976 -14,008 -2.19 40,703 10.76 1.9855
2016-07-14 2016-06-30 13F AMPHENOL COM 032095101 640,984 -6,059 -0.94 36,748 -1.77 1.8058
2016-04-18 2016-03-31 13F AMPHENOL COM 032095101 647,043 -2,089 -0.32 37,412 10.35 1.9047
2016-01-14 2015-12-31 13F AMPHENOL COM 032095101 649,132 4,570 0.71 33,904 3.22 1.7338
2015-10-16 2015-09-30 13F AMPHENOL COM 032095101 644,562 -7,305 -1.12 32,847 -13.08 1.7550
2015-07-16 2015-06-30 13F AMPHENOL COM 032095101 651,867 -20,071 -2.99 37,789 -4.57 1.9521
2015-04-17 2015-03-31 13F AMPHENOL CORPORATION-A COM 032095101 671,938 -27,585 -3.94 39,597 5.20 2.0830
2015-01-23 2014-12-31 13F AMPHENOL CORPORATION-A COM 032095101 699,523 342,777 96.08 37,641 5.66 2.0745
2014-10-20 2014-09-30 13F/A-2 AMPHENOL CORPORATION-A COM 032095101 356,746 -8,612 -2.36 35,625 1.21 2.0462
2014-10-20 2014-09-30 13F/A-1 AMPHENOL CORPORATION-A COM 032095101 356,746 0 35,625 2.0462
2014-10-20 2014-09-30 13F AMPHENOL CORPORATION-A COM 032095101 365,358 35,199
2014-07-15 2014-06-30 13F AMPHENOL CORPORATION-A COM 032095101 365,358 -8,328 -2.23 35,199 2.78 2.0246
2014-04-15 2014-03-31 13F AMPHENOL CORPORATION-A COM 032095101 373,686 -4,387 -1.16 34,248 1.57 2.0799
2014-01-27 2013-12-31 13F AMPHENOL CORPORATION-A COM 032095101 378,073 -5,355 -1.40 33,717 13.64 2.0627
2013-10-23 2013-09-30 13F AMPHENOL CORPORATION-A COM 032095101 383,428 -11,430 -2.89 29,670 -3.59 2.0010
2013-08-12 2013-06-30 13F AMPHENOL CORPORATION-A COM 032095101 394,858 394,858 30,775 2.1955
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.