- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 22 Jan 2026
- Managers listing it
- 33
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 6 listed it in both
- Shares listed
- 13,308,525
- combined, among listed positions
- Reported value
- $1.5bn
- combined, at the quarter end
Among the 92 comparable managers: 17 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,081,450.
Managers listing ESAB in Q4 2025
33 of 33 holders
Largest increases and reductions, by shares
Increases
- Capital Research Global Investorsnew position · 618,502 shares now+618,502
- T. Rowe Price Associates Incexisting position · 5,852,692 shares now+613,327
- AQR Capital Management LLCexisting position · 320,547 shares now+293,920
- D. E. Shaw & Co.existing position · 304,941 shares now+137,897
- Point72 Asset Management LPexisting position · 98,522 shares now+91,462
Reductions
- Invesco Ltdexisting position · 1,114,561 shares now-419,026
- Schonfeld Strategic Advisors LLCexisting position · 160,239 shares now-135,506
- AllianceBernstein LPexisting position · 477,463 shares now-131,460
- Verition Fund Management LLCexisting position · 32,615 shares now-98,252
- Neuberger Berman Group LLCexisting position · 1,634,347 shares now-83,164
New positions and exits
New (4)
Exited (4)
- Durable Capital Partners LPwas $217m
- ExodusPoint Capital Management LPwas $3.2m
- Two Sigma Advisers LPwas $2.7m
- Susquehanna International Group LLPwas $773k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2022 | 2 | $282m | n.a. | n.a. |
| Q3 2022 | 1 | $13m | n.a. | n.a. |
| Q4 2022 | 3 | $137m | n.a. | n.a. |
| Q1 2023 | 5 | $373m | n.a. | n.a. |
| Q2 2023 | 4 | $481m | n.a. | n.a. |
| Q3 2023 | 6 | $542m | n.a. | n.a. |
| Q4 2023 | 8 | $843m | 6 | 2 |
| Q1 2024 | 9 | $1.1bn | 4 | 5 |
| Q2 2024 | 8 | $921m | 6 | 2 |
| Q3 2024 | 6 | $1.0bn | 2 | 4 |
| Q4 2024 | 3 | $1.2bn | 3 | 0 |
| Q1 2025 | 6 | $1.3bn | 3 | 3 |
| Q2 2025 | 5 | $1.3bn | 1 | 4 |
| Q3 2025 | 7 | $1.1bn | 5 | 2 |
| Q4 2025 | 8 | $940m | 17 | 19 |
| Q1 2026 | 6 | $889m | 15 | 19 |
| Q2 2026 | 7 | $1.2bn | 16 | 18 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
ESAB and GE →ESAB and LRCX →ESAB and GEV →Choose a stock to compare with ESAB →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own ESAB, latest filings →Back to the 13F Explorer →