ESAB
ESAB Corporation · Industrials · Industrial - Machinery
Momentum inputs (comparable managers):
holder breadth -15.4% ·
share flow +6.6% ·
net new positions -18.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | -5 | 42.27M | $4.17B | +9 | −13 |
| Q1 2026 | 111 | -7 | 36.49M | $3.52B | +5 | −13 |
| Q4 2025 | 118 | 0 | 37.73M | $4.22B | +1 | — |
| Q3 2025 | 20 | +3 | 24.98M | $2.79B | +3 | −1 |
| Q2 2025 | 15 | +2 | 22.72M | $2.74B | +3 | −1 |
| Q1 2025 | 10 | -1 | 11.42M | $1.33B | +1 | −2 |
| Q4 2024 | 11 | -2 | 11.37M | $1.36B | +1 | −3 |
| Q3 2024 | 12 | 0 | 8.92M | $947.87M | — | — |
| Q2 2024 | 12 | — | 8.44M | $797.05M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 7.54M | +3.1% | $904.12M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 7.54M | +3.1% | $904.12M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 1.75M | — | $210.14M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.20M | +3.0% | $143.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 1.20M | +3.0% | $143.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (passive) | 677.00K | New | $81.20M | 0.0% | New | 1 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 77.49K | -19.4% | $9.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 77.49K | -19.4% | $9.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 77.49K | -19.4% | $9.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 54.60K | -61.2% | $6.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 51.93K | -57.0% | $6.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Gotham Asset Management ✦ | 9.71K | -51.3% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 4.72K | -64.5% | $566,357 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | PRIMECAP Management ✦ | 4.07K | -39.0% | $487,796 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | GAMCO Investors ✦ | 2.99K | -1.7% | $358,860 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $81.20M | 0.0% |
Exited
| Millennium Management | $2.98M | was 0.0% |
| Citadel Advisors | $902,891 | was 0.0% |
| Point72 Asset Management | $629,813 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 344 holders, 56.75M shares, $3.83B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 1.00K sh · $95,000
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
7.1% of class · View original SEC filing ↗