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PHOTRONICS · 13F 机构持仓分析
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PHOTRONICS

PHOTRONICS INCPLAB
持有机构数
317
机构合计市值 (Q2 2026)
$18.47亿
机构合计股数 (Q2 2026)
5,668.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+720.2万股
166 · 62 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-685.9万股
194 · 79 清仓 · ≈
⚖️ 净额
+34.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$18.47亿
持有机构数
317
新买入
62
加仓
104
减仓
115
清仓
79
持股不变
36
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
贝莱德BlackRock, Inc.
<0.01%0.01%#117$3.09亿948.6万股$3.79亿938.7万股+9.9万股+1.06%加仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
0.02%0.03%#68$1.18亿364.3万股$1.60亿396.3万股-32.0万股-8.08%减仓
美国世纪投资AMERICAN CENTURY COMPANIES INC
0.05%0.06%#49$1.10亿338.7万股$1.14亿282.0万股+56.7万股+20.12%加仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%0.01%#118$9,668.3万297.2万股$1.15亿284.5万股+12.7万股+4.48%加仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#177$8,137.6万250.2万股$1.01亿250.3万股-1,526股-0.06%减仓
道富集团STATE STREET CORP
<0.01%<0.01%#153$7,611.6万234.0万股$9,050.9万224.0万股+10.0万股+4.47%加仓
LSV ASSET MANAGEMENT
0.13%0.25%#32$7,108.7万218.5万股$1.16亿288.3万股-69.7万股-24.19%减仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#125$7,052.5万216.8万股$7,495.6万185.5万股+31.3万股+16.88%加仓
景顺Invesco Ltd.
<0.01%0.01%#112$5,985.9万184.0万股$5,768.6万142.8万股+41.3万股+28.90%加仓
普信集团PRICE T ROWE ASSOCIATES INC /MD/
0.01%<0.01%#107$5,111.3万157.1万股$3,648.9万90.3万股+66.8万股+74.01%加仓
胜利资本管理VICTORY CAPITAL MANAGEMENT INC
0.03%0.05%#65$4,756.2万146.2万股$7,834.0万193.9万股-47.7万股-24.58%减仓
Vaughan Nelson投资管理VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
0.31%0.48%#21$3,484.3万107.1万股$4,790.2万118.5万股-11.4万股-9.64%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#176$3,304.1万101.6万股$2,909.3万126.8万股-25.2万股-19.88%减仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%0.01%#120$3,164.3万97.3万股$4,060.8万100.5万股-3.2万股-3.20%减仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#132$2,891.9万88.9万股$3,440.2万85.1万股+3.8万股+4.42%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#173$2,206.8万67.8万股$194.4万4.8万股+63.0万股+1,310.40%加仓
波士顿合伙人Boston Partners
0.02%0.03%#70$2,122.6万66.6万股$3,180.5万78.5万股-12.0万股-15.22%减仓
NEEDHAM 投资管理NEEDHAM INVESTMENT MANAGEMENT LLC
0.57%1.25%#11$1,904.6万58.6万股$2,444.8万60.5万股-2.0万股-3.22%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#171$1,641.1万50.4万股$449.2万11.1万股+39.3万股+353.85%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#193$1,612.0万49.6万股$1,180.6万29.2万股+20.3万股+69.62%加仓
EASTERLY INVESTMENT PARTNERS LLC
0.77%1.23%#7$1,516.8万46.6万股$1,605.1万40.4万股+6.3万股+15.50%加仓
安联资产管理Allianz Asset Management GmbH
0.01%0.02%#78$1,493.1万36.9万股$1,493.1万36.9万股00.00%持仓不变
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%0.01%#114$1,349.0万41.5万股$1,965.4万48.6万股-7.2万股-14.73%减仓
先锋信托VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#143$1,294.6万39.8万股$1,530.1万37.9万股+1.9万股+5.10%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#162$1,237.4万38.0万股$1,528.0万37.8万股+2,287股+0.60%加仓
HEARTLAND ADVISORS INC
0.55%0.76%#13$1,235.5万38.0万股$1,497.9万37.1万股+9,120股+2.46%加仓
西格尔·布莱恩特·哈米尔SEGALL BRYANT & HAMILL, LLC
0.14%0.04%#29$1,217.2万37.4万股$252.0万6.2万股+31.2万股+500.00%加仓
TCW集团TCW GROUP INC
0.08%0.1%#39$1,157.5万35.6万股$1,291.2万32.0万股+3.6万股+11.36%加仓
桥道资本管理BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.2%0.29%#27$1,147.8万35.3万股$1,466.2万36.3万股-1.0万股-2.76%减仓
Royce联营ROYCE & ASSOCIATES LP
0.09%0.15%#37$1,110.8万34.1万股$1,509.9万37.4万股-3.2万股-8.61%减仓
信安金融集团PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#103$1,099.4万33.8万股$1,352.4万33.5万股+3,289股+0.98%加仓
Cambria Investment Management, L.P.
0.53%0.53%#14$1,078.4万33.2万股$947.3万23.4万股+9.7万股+41.41%加仓
Qube研究科技Qube Research & Technologies Ltd
0.01%0.02%#84$1,064.7万32.7万股$2,214.7万54.8万股-22.1万股-40.28%减仓
Hotchkis & Wiley资本管理HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.03%0.04%#62$1,060.2万32.6万股$1,421.3万35.2万股-2.6万股-7.34%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.01%<0.01%#89$982.4万30.2万股$313.3万7.8万股+22.4万股+289.47%加仓
纽文Nuveen, LLC
<0.01%<0.01%#151$975.2万30.0万股$1,177.9万29.1万股+8,290股+2.84%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#213$973.6万29.9万股$1,219.6万30.2万股-2,518股-0.83%减仓
极地资本控股Polar Capital Holdings Plc
0.02%0.07%#66$973.3万29.9万股$2,074.9万51.3万股-21.4万股-41.73%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#196$931.4万28.6万股$1,020.1万25.2万股+3.4万股+13.42%加仓
NATIXIS ADVISORS, LLC
0.01%0.01%#83$923.3万28.4万股$386.6万9.6万股+18.8万股+196.68%加仓
Empowered FundsEmpowered Funds, LLC
0.05%0.07%#50$884.3万27.2万股$1,172.5万29.0万股-1.8万股-6.30%减仓
Meros Investment Management, LP
2.45%0.66%#2$772.8万23.8万股$151.8万3.8万股+20.0万股+532.38%加仓
LONE PEAK GLOBAL INVESTORS LLC
1.01%0.11%#6$732.2万22.5万股$67.2万1.7万股+20.8万股+1,253.73%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#239$707.2万21.7万股$449.1万11.1万股+10.6万股+95.63%加仓
加拿大公共部门养老金投资委员会(PSP)PUBLIC SECTOR PENSION INVESTMENT BOARD
0.02%0.03%#73$659.4万20.3万股$854.0万21.1万股-8,633股-4.08%减仓
KESTREL INVESTMENT MANAGEMENT CORP
3.55%4.84%#1$652.1万20.0万股$810.0万20.0万股00.00%持仓不变
JTC Employer Solutions Trustee Ltd
0.49%0.33%#16$624.1万19.2万股$388.9万19.2万股00.00%持仓不变
保德信金融PRUDENTIAL FINANCIAL INC
0.01%0.01%#93$598.7万18.4万股$1,076.0万26.6万股-8.2万股-30.88%减仓
RhumbLine顾问RHUMBLINE ADVISERS
<0.01%0.01%#122$553.3万17.0万股$671.6万16.6万股+3,899股+2.35%加仓
Inspire Investing, LLC
0.22%#24$523.7万16.1万股$00股+16.1万股新买入

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