MORGAN STANLEY

Position in BHE — Benchmark Electronics Inc

CIK 895421 NEW YORK, NY

Back to BHE Full portfolio

Position in BHE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$53,296,893

+$19,737,530 QoQ

Shares Held

540,153

-9.8% QoQ

Ownership

1.50%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#14

of 332 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Common Shares in BHE Over Time

Shares Held

Position Value (USD)

Position in Electronic Components

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $8,087,757,216 across 40 Electronic Components names. BHE ranks #16 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLW	Corning Inc /Ny	15,134,070	$3,865,695,490
2	JBL	Jabil Inc	2,106,748	$812,109,211
3	TEL	TE Connectivity plc	3,619,856	$729,799,158
4	CLS	Celestica Inc	1,393,339	$508,290,063
5	FLEX	Flex Ltd.	2,633,884	$426,873,572
6	FN	Fabrinet	569,289	$319,985,956
7	SANM	Sanmina Corp	881,557	$223,104,441
8	LFUS	Littelfuse Inc /De	471,250	$214,574,258

All Filings in BHE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,296,893	540,153	-9.8%	Shares	Defined	2026-08-13
2026-03-31	$33,559,363	598,633	+41.5%	Shares	Defined	2026-05-15
2025-12-31	$18,096,155	423,203	+1.6%	Shares	Defined	2026-05-27
2025-09-30	$16,053,334	416,429	-23.8%	Shares	Defined	2026-05-27
2025-06-30	$21,229,368	546,726	+15.4%	Shares	Defined	2025-08-15
2025-03-31	$18,014,654	473,696	-2.0%	Shares	Defined	2025-05-15
2024-12-31	$21,936,005	483,172	+1.8%	Shares	Defined	2025-05-15
2024-09-30	$21,037,058	474,663	-16.1%	Shares	Defined	2025-05-14
2024-06-30	$22,320,701	565,654	-0.4%	Shares	Defined	2025-05-14
2024-03-31	$17,036,914	567,708	+23.2%	Shares	Defined	2024-10-17
2023-12-31	$12,741,483	460,980	+25.4%	Shares	Defined	2024-08-16
2023-09-30	$8,916,395	367,535	-23.1%	Shares	Defined	2023-11-15
2023-06-30	$12,352,832	478,236	+36.7%	Shares	Defined	2023-08-14
2023-03-31	$8,289,174	349,902	-11.8%	Shares	Defined	2023-05-15
2022-12-31	$10,582,742	396,506	-4.4%	Shares	Defined	2023-02-14
2022-09-30	$10,274,207	414,617	+14.8%	Shares	Defined	2022-11-14
2022-06-30	$8,150,630	361,287	+113.3%	Shares	Defined	2022-10-27
2022-03-31	$4,241,298	169,381	-16.0%	Shares	Defined	2022-10-27
2021-12-31	$5,464,386	201,638	-4.5%	Shares	Defined	2022-02-14
2021-09-30	$5,642,349	211,245	-13.3%	Shares	Defined	2021-11-15
2021-06-30	$6,933,478	243,622	+121.4%	Shares	Defined	2021-08-23
2021-03-31	$3,401,599	110,013	-21.3%	Shares	Defined	2021-05-17
2020-12-31	$3,777,617	139,860	-32.1%	Shares	Defined	2021-02-16
2020-09-30	$4,151,683	206,039	+66.1%	Shares	Defined	2020-11-13
2020-06-30	$2,679,803	124,065	-13.9%	Shares	Defined	2020-08-14
2020-03-31	$2,880,356	144,090	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.