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PLXS — PLEXUS CORP

Reported value held$3.30B
Funds holding (latest)44
SectorTechnology
Funds holding (Q2 2026)39
Institutional value$2.76B · 9.77M sh
New / Add / Cut / Exit5 / 20 / 14 / 3
Top-5 / Top-10 concentration68.8% / 82.4%
Institutional holdings change Accumulating +10.9% (+963.38K sh)
Institutional value change Up +55.9%

As of Q2 2026, 39 SEC-registered investment managers reported holding PLXS (PLEXUS CORP) in their latest 13F filings, with a combined reported value of $2.76B across 9.77M shares. That is +10.9% by share count (+963.38K shares) versus the previous quarter, while reported value moved +55.9%. Ownership is concentrated: the five largest holders account for 68.8% of reported value and the top ten for 82.4%.

Compared with the prior quarter, 5 opened new positions, 20 added to existing stakes, 14 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

PLXS is classified in the Technology sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 4.36M $1.31B 0.02% Add
Vanguard Group history Q4 2025 3.63M $534.02M 0.01% Reduce
Geode Capital Management history Q2 2026 801.52K $241.03M 0.01% Add
JPMorgan Chase & Co history Q2 2026 445.65K $128.58M 0.01% New
Charles Schwab Investment Management history Q2 2026 372.12K $111.88M 0.01% Reduce
Morgan Stanley history Q2 2026 348.73K $104.85M 0.01% Reduce
Northern Trust Corp history Q2 2026 327.55K $98.48M 0.01% Add
Invesco Ltd history Q2 2026 308.54K $92.77M 0.01% Add
Goldman Sachs Group history Q2 2026 226.38K $68.07M 0.01% Add
Bank of America Corp history Q2 2026 200.49K $60.28M 0.00% Add
BNY Mellon history Q2 2026 184.67K $55.53M 0.01% Add
Fidelity Management & Research (FMR) history Q2 2026 163.20K $49.07M 0.00% Add
Principal Global Investors history Q2 2026 156.07K $46.93M 0.02% Add
D. E. Shaw & Co history Q2 2026 112.03K $33.68M 0.02% Reduce
Millennium Management history Q2 2026 107.32K $32.27M 0.01% Reduce
Citadel Advisors history Q2 2026 104.12K $31.30M 0.00% Add
First Eagle Investment Management history Q2 2026 92.08K $27.68M 0.05% Add
PSP Investments history Q2 2026 91.95K $27.65M 0.07% Reduce
MFS Investment Management history Q2 2026 83.52K $25.11M 0.01% Reduce
Wellington Management Group history Q2 2026 70.61K $21.23M 0.00% New

View all 44 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 4.40M 4.59M 4.42M 4.27M 4.22M 4.32M 4.28M 4.36M
Geode Capital Management 480.29K 499.59K 503.75K 490.90K 498.21K 513.16K 540.62K 558.57K 576.50K 603.66K 623.40K 648.83K 653.76K 647.21K 667.66K 664.07K 668.56K 672.61K 680.03K 801.52K
JPMorgan Chase & Co 71.62K 85.05K 75.51K 30.07K 31.89K 35.66K 52.59K 102.20K 105.61K 101.87K 110.27K 114.03K 104.82K 258.82K 238.64K 187.49K 240.46K 221.83K — 445.65K
Charles Schwab Investment Management 320.68K 333.22K 348.65K 367.11K 375.31K 372.26K 371.82K 370.22K 380.44K 398.23K 410.56K 419.02K 421.90K 421.05K 421.44K 407.34K 395.84K 391.52K 386.10K 372.12K
Morgan Stanley 121.95K 122.15K 100.38K 202.75K 207.63K 243.15K 350.27K 407.36K 398.24K 435.94K 426.80K 392.08K 424.19K 413.12K 467.43K 531.44K 505.50K 502.40K 427.94K 348.73K
Northern Trust Corp 356.39K 352.50K 342.06K 325.02K 324.28K 326.05K 345.29K 351.12K 349.95K 345.77K 316.39K 305.78K 301.94K 332.10K 330.43K 336.04K 340.96K 328.06K 316.65K 327.55K
Invesco Ltd 288.42K 282.40K 305.35K 273.00K 214.01K 243.17K 181.58K 177.38K 198.24K 177.62K 175.43K 159.20K 148.82K 127.49K 211.74K 230.82K 129.70K 118.69K 268.12K 308.54K
Goldman Sachs Group 31.40K 60.21K 28.06K 36.00K 47.60K 106.72K 91.52K 61.40K 83.72K 59.19K 37.72K 59.47K 123.33K 206.87K 112.62K 97.04K 91.47K 160.15K 190.30K 226.38K
Bank of America Corp 88.26K 95.47K 80.23K 78.70K 91.81K 111.26K 125.33K 141.57K 130.24K 154.86K 144.69K 159.98K 152.32K 118.92K 115.42K 177.24K 177.20K 175.26K 175.83K 200.49K
BNY Mellon 315.38K 310.51K 299.30K 290.02K 295.21K 288.97K 380.17K 403.16K 391.65K 400.15K 422.21K 453.31K 379.27K 332.68K 236.30K 240.63K 188.92K 184.91K 180.66K 184.67K
Fidelity Management & Research (FMR) 139 139 1.17K 1.15K 1.49K 1.18K 1.25K 1.23K 1.34K 1.67K 1.67K 1.95K 13.94K 49.05K 79.62K 81.11K 90.36K 112.51K 132.87K 163.20K
Principal Global Investors 198.24K 192.68K 190.31K 173.59K 171.78K 170.34K 167.27K 160.97K 152.59K 150.80K 151.19K 144.44K 133.92K 138.37K 140.97K 144.59K 143.65K 149.91K 153.39K 156.07K
D. E. Shaw & Co 11.69K 6.87K 6.55K 6.52K 6.42K 24.35K 10.23K 32.76K 53.51K 71.30K 106.27K 127.62K 110.88K 128.87K 181.20K 182.72K 198.43K 205.58K 163.95K 112.03K
Millennium Management 46.59K — 5.38K 38.21K 162.62K 303.57K 56.93K 17.68K 22.18K 6.49K 3.96K 22.90K 70.01K 123.21K 228.12K 215.93K 85.88K 11.76K 305.65K 107.32K
Citadel Advisors 62.94K 12.60K 20.60K 23.93K 81.69K 85.93K 88.33K 37.70K 112.34K 13.70K 16.50K 19.91K 26.76K 46.58K 30.63K 54.40K 39.46K 27.47K 57.02K 104.12K
First Eagle Investment Management — — — — — — — — 63.08K 80.71K 59.61K 50.01K 36.71K 20.26K — — — — 67.54K 92.08K
PSP Investments 57.09K 57.54K 52.45K 51.32K 50.80K 50.36K 48.72K 49.07K 33.97K 57.03K 56.60K 60.27K 57.77K 67.79K 85.72K 92.35K 105.22K 93.37K 95.86K 91.95K
MFS Investment Management 786.46K 816.76K — 826.30K 550.40K 442.46K 463.49K 480.64K 484.10K 443.51K 441.93K 436.49K 326.80K 237.28K 231.71K 194.77K 240.19K 217.02K 147.82K 83.52K
Wellington Management Group — — — — — — — — — — — — — — — — — — — 70.61K
Wells Fargo & Co 131.94K 126.86K 116.67K 90.05K 53.34K 44.83K 51.83K 57.64K 49.97K 50.27K 48.36K 50.65K 54.57K 55.49K 61.79K 65.49K 53.16K 64.65K 46.68K 67.63K

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