Who owns ESAB (ESAB)
Which tracked institutional funds hold ESAB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESAB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
92 tracked funds added or opened ESAB while 78 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ESAB’s largest tracked holder by dollar value, PRICE T ROWE ASSOCIATES INC /MD/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ESAB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 316 tracked filers holding ESAB, 177 increased or opened the position and 184 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ESAB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 21
- SG Capital Management LLC$45M
- Cannell & Spears LLC$35M
- J. Goldman & Co LP$24M
- Medina Value Partners, LLC$22M
- Stanley Capital Management, LLC$11M
- Rokos Capital Management LLP$10M
Full exits 41
- T. Rowe Price Investment Management, Inc.$788M
- BESSEMER GROUP INC$118M
- MILLENNIUM MANAGEMENT LLC$87M
- Van Berkom & Associates Inc.$63M
- Qube Research & Technologies Ltd$31M
- LOOMIS SAYLES & CO L P$15M
Largest adds
- Invesco Ltd.$201M
- PRICE T ROWE ASSOCIATES INC /MD/$158M
- Capital Research Global Investors$124M
- FIL Ltd$96M
- BlackRock, Inc.$77M
- FMR LLC$40M
Largest trims
- Champlain Investment Partners, LLC$52M
- Interval Partners, LP$44M
- AQR CAPITAL MANAGEMENT LLC$19M
- D. E. Shaw & Co., Inc.$18M
- Schonfeld Strategic Advisors LLC$14M
- MORGAN STANLEY$13M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ added | 8,126,296 | $801M | 15.1% | 2026-Q2 |
| BlackRock, Inc. added | 5,318,185 | $525M | 9.9% | 2026-Q2 |
| Invesco Ltd. added | 2,770,472 | $273M | 5.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,609,497 | $257M | 4.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,475,282 | $244M | 4.6% | 2026-Q2 |
| FIL Ltd added | 2,341,633 | $231M | 4.4% | 2026-Q2 |
| Capital Research Global Investors added | 1,862,770 | $184M | 3.5% | 2026-Q2 |
| STATE STREET CORP added | 1,823,249 | $180M | 3.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,540,251 | $152M | 2.9% | 2026-Q2 |
| FMR LLC added | 1,539,732 | $152M | 2.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,456,101 | $144M | 2.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,407,064 | $139M | 2.6% | 2026-Q2 |
| COOKE & BIELER LP added | 1,269,727 | $125M | 2.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,091,567 | $108M | 2.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 955,188 | $94M | 1.8% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 865,826 | $85M | 1.6% | 2026-Q2 |
| DAVENPORT & Co LLC added | 797,757 | $78M | 1.5% | 2026-Q2 |
| Champlain Investment Partners, LLC trimmed | 756,078 | $75M | 1.4% | 2026-Q2 |
| NORGES BANK added | 677,260 | $67M | 1.3% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 574,650 | $57M | 1.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 540,262 | $53M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 535,610 | $53M | 1.0% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) added | 525,633 | $52M | 1.0% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 503,632 | $50M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 488,705 | $48M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 482,840 | $48M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 469,875 | $46M | 0.9% | 2026-Q2 |
| SG Capital Management LLC new | 454,106 | $45M | 0.8% | 2026-Q2 |
| TD Asset Management Inc trimmed | 412,890 | $41M | 0.8% | 2026-Q2 |
| Ceredex Value Advisors LLC added | 370,550 | $37M | 0.7% | 2026-Q2 |
| Boston Partners added | 368,180 | $36M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 363,356 | $36M | 0.7% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 358,323 | $35M | 0.7% | 2026-Q2 |
| Cannell & Spears LLC new | 353,994 | $35M | 0.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 352,497 | $35M | 0.7% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 352,440 | $35M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 337,277 | $33M | 0.6% | 2026-Q2 |
| UBS Group AG added | 333,279 | $33M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 295,985 | $29M | 0.6% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 275,190 | $27M | 0.5% | 2026-Q2 |
| J. Goldman & Co LP added | 243,822 | $24M | 0.5% | 2026-Q2 |
| Daiwa Securities Group Inc. | 241,016 | $24M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 232,568 | $23M | 0.4% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 231,321 | $23M | 0.4% | 2026-Q2 |
| Medina Value Partners, LLC new | 225,436 | $22M | 0.4% | 2026-Q2 |
| SCHWARTZ INVESTMENT COUNSEL INC added | 171,530 | $17M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 155,900 | $15M | 0.3% | 2026-Q2 |
| Front Street Capital Management, Inc. trimmed | 151,745 | $15M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 148,130 | $15M | 0.3% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 144,831 | $14M | 0.3% | 2026-Q2 |
| Fenimore Asset Management Inc added | 141,138 | $14M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 137,719 | $14M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 136,332 | $13M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 124,793 | $12M | 0.2% | 2026-Q2 |
| Stanley Capital Management, LLC new | 113,300 | $11M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 110,000 | $11M | 0.2% | 2026-Q2 |
| Interval Partners, LP trimmed | 107,249 | $11M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 102,643 | $10M | 0.2% | 2026-Q2 |
| Rokos Capital Management LLP new | 99,570 | $10M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 94,091 | $9M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 93,509 | $9M | 0.2% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 91,120 | $9M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 89,232 | $8M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 86,596 | $9M | 0.2% | 2026-Q2 |
| Atom Investors LP added | 82,405 | $8M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 73,231 | $7M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 71,532 | $7M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 68,473 | $7M | 0.1% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 65,865 | $6M | 0.1% | 2026-Q2 |
| Hudson Value Partners, LLC added | 65,729 | $6M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 63,366 | $6M | 0.1% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 61,644 | $6M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 60,281 | $6M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 57,203 | $6M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 56,451 | $6M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 54,035 | $5M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 53,243 | $5M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. new | 52,937 | $5M | 0.1% | 2026-Q2 |
| Ancora Advisors LLC added | 51,611 | $5M | 0.1% | 2026-Q2 |
| First Eagle Investment Management, LLC new | 51,418 | $5M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC added | 51,236 | $5M | 0.1% | 2026-Q2 |
| Homestead Advisers Corp | 49,376 | $5M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 48,462 | $5M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 46,555 | $5M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 45,994 | $5M | 0.1% | 2026-Q2 |
| Meixler Investment Management, Ltd. added | 44,260 | $4M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 41,650 | $4M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 41,033 | $4M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP new | 40,140 | $4M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 38,030 | $4M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 37,432 | $4M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 36,993 | $4M | 0.1% | 2026-Q2 |
| Defender Capital, LLC. added | 36,564 | $4M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 35,499 | $4M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 35,452 | $3M | 0.1% | 2026-Q2 |
| NICHOLAS COMPANY, INC. added | 35,405 | $3M | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP added | 35,124 | $3M | 0.1% | 2026-Q2 |
| Lafayette Investments, Inc. trimmed | 33,019 | $3M | 0.1% | 2026-Q2 |
| Oak Thistle LLC added | 32,765 | $3M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 30,558 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.