ESAB
ESAB Corporation · Industrials · Industrial - Machinery
Señales de momentum (gestores comparables):
amplitud de titulares +15.4% ·
flujo de acciones -3.1% ·
nuevas posiciones netas +13.3%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 103 | -6 | 42.22M | $4.16B | +8 | −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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 6.64M | -11.4% | $800.99M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 6.64M | -11.4% | $800.99M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 5.51M | — | $664.82M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 5.51M | — | $664.82M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 5.51M | — | $664.82M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (pasivo) | 5.51M | — | $664.82M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | The Vanguard Group ✦ (pasivo) | 5.51M | — | $664.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 5.09M | — | $613.86M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (pasivo) | 1.73M | -2.2% | $208.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.43M | — | $171.96M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 1.43M | — | $171.96M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.43M | — | $171.96M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1.43M | — | $171.96M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.43M | — | $171.96M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Geode Capital Management ✦ (pasivo) | 1.27M | +1.0% | $153.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Geode Capital Management ✦ (pasivo) | 1.27M | +1.0% | $153.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Norges Bank ✦ (pasivo) | 695.27K | +2.7% | $83.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 86.59K | +134.0% | $10.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | D. E. Shaw & Co. ✦ | 80.20K | +2072.9% | $9.67M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | D. E. Shaw & Co. ✦ | 80.20K | +2072.9% | $9.67M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 50.28K | Nuevo | $6.06M | 0.0% | New | 1 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 50.28K | Nuevo | $6.06M | 0.0% | New | 1 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 39.65K | -39.2% | $4.75M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 39.65K | -39.2% | $4.75M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 39.65K | -39.2% | $4.75M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 39.65K | -39.2% | $4.75M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Renaissance Technologies ✦ | 35.40K | Nuevo | $4.27M | 0.0% | New | 1 | SEC ↗ |
| 42 | Gotham Asset Management ✦ | 29.72K | +89.0% | $3.58M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Millennium Management ✦ | 17.52K | -80.8% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | GAMCO Investors ✦ | 5.58K | Nuevo | $672,669 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Citadel Advisors | $6.06M | 0.0% |
| Citadel Advisors | $6.06M | 0.0% |
| Renaissance Technologies | $4.27M | 0.0% |
| GAMCO Investors | $672,669 | 0.0% |
Posición cerrada
| PRIMECAP Management | $473,806 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 344 tenedores, 56.75M acciones, $3.83B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 1.00K acc. · $95,000
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
7.1% de clase · Ver presentación original ante la SEC ↗