ESAB — ESAB CORPORATION
As of Q2 2026, 38 SEC-registered investment managers reported holding ESAB (ESAB CORPORATION) in their latest 13F filings, with a combined reported value of $2.21B across 30.56M shares. That is +30.5% by share count (+7.14M shares) versus the previous quarter, while reported value moved +36.6%. Ownership is concentrated: the five largest holders account for 61.7% of reported value and the top ten for 83.9%.
Compared with the prior quarter, 4 opened new positions, 21 added to existing stakes, 12 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ESAB is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 5.41M | $604.01M | 0.01% | Reduce |
| BlackRock Inc history | Q2 2026 | 5.32M | $524.53M | 0.01% | Add |
| Invesco Ltd history | Q2 2026 | 2.77M | $273.25M | 0.02% | Add |
| Fidelity International (FIL) history | Q2 2026 | 2.34M | $230.96M | 0.17% | Add |
| Capital Research Global Investors history | Q2 2026 | 1.86M | $183.73M | 0.03% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.54M | $151.86M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 1.41M | $138.51M | 0.02% | New |
| Geode Capital Management history | Q2 2026 | 1.09M | $107.69M | 0.01% | Add |
| BNY Mellon history | Q2 2026 | 955.19K | $94.21M | 0.02% | Reduce |
| Millennium Management history | Q1 2026 | 902.85K | $87.27M | 0.04% | Add |
| Royce & Associates history | Q2 2026 | 865.83K | $85.40M | 0.69% | Add |
| Norges Bank Investment Management history | Q2 2026 | 677.26K | $66.80M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 535.61K | $52.83M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 469.88K | $46.34M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 413.28K | $40.76M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 352.50K | $34.77M | 0.00% | Reduce |
| MFS Investment Management history | Q2 2026 | 352.44K | $34.76M | 0.01% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 295.99K | $29.19M | 0.00% | Add |
| Wellington Management Group history | Q1 2023 | 475.03K | $28.06M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 232.57K | $22.94M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.41M sh · $138.51M
- Balyasny Asset Management 52.94K sh · $5.22M
- First Eagle Investment Management 51.42K sh · $5.07M
- Citadel Advisors 49.15K sh · $4.85M
Fully Exited (vs previous quarter)
- Millennium Management sold 902.85K sh · $87.27M
- Janus Henderson Group sold 25.03K sh · $2.42M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | 5.00M | 5.11M | 5.10M | 5.09M | 5.06M | 5.04M | 5.18M | 5.32M |
| Invesco Ltd | 135.87K | 118.37K | 537.12K | 901.77K | 1.10M | 1.38M | 1.47M | 1.62M | 1.42M | 1.78M | 2.10M | 2.09M | 2.12M | 1.53M | 1.11M | 818.10K | 2.77M |
| Fidelity International (FIL) | 423.04K | 395.20K | 304.32K | 169.06K | 17.50K | 26.00K | 48.00K | 80.00K | 144.00K | 145.00K | 175.00K | 170.25K | 319.11K | 480.73K | 494.73K | 1.39M | 2.34M |
| Capital Research Global Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 618.50K | 618.50K | 1.86M |
| Fidelity Management & Research (FMR) | 990.77K | 1.32M | 1.68M | 2.15M | 2.33M | 2.89M | 2.17M | 2.11M | 2.07M | 2.20M | 1.80M | 1.80M | 1.43M | 1.18M | 1.26M | 1.24M | 1.54M |
| JPMorgan Chase & Co | 66.70K | 66.33K | 93.96K | 23.57K | 130.24K | 135.28K | 109.89K | 1.21M | 1.56M | 1.90M | 2.20M | 2.39M | 2.27M | 1.56M | 1.42M | — | 1.41M |
| Geode Capital Management | 601.87K | 597.21K | 681.16K | 733.68K | 781.41K | 849.08K | 884.78K | 915.62K | 969.47K | 1.16M | 1.20M | 1.26M | 1.27M | 1.30M | 1.32M | 1.08M | 1.09M |
| BNY Mellon | 407.02K | 401.96K | 496.34K | 527.30K | 514.73K | 519.57K | 494.27K | 469.51K | 490.53K | 443.74K | 437.15K | 880.73K | 718.70K | 849.93K | 808.90K | 984.30K | 955.19K |
| Royce & Associates | 792.26K | 879.80K | 841.55K | 823.73K | 806.84K | 774.56K | 754.06K | 691.09K | 690.30K | 749.75K | 722.44K | 614.90K | 615.55K | 785.51K | 898.01K | 813.59K | 865.83K |
| Norges Bank Investment Management | — | — | — | — | — | — | — | — | — | — | 677.00K | — | 695.27K | — | 767.03K | — | 677.26K |
| Charles Schwab Investment Management | 464.62K | 353.11K | 394.99K | 412.48K | 425.22K | 489.94K | 499.60K | 506.85K | 509.09K | 517.32K | 518.71K | 502.41K | 491.61K | 491.43K | 491.53K | 522.27K | 535.61K |
| Northern Trust Corp | 365.85K | 372.15K | 404.75K | 555.38K | 589.37K | 565.51K | 532.90K | 471.34K | 502.79K | 468.16K | 541.56K | 544.93K | 516.59K | 518.24K | 496.69K | 494.45K | 469.88K |
| UBS Group AG | 2.18K | 2.65K | 32.66K | 28.12K | 7.16K | 17.52K | 941 | 23.00K | 11.35K | 41.22K | 183.38K | 253.09K | 162.84K | 186.46K | 151.74K | 213.97K | 413.28K |
| Morgan Stanley | 442.23K | 370.84K | 356.08K | 254.89K | 293.01K | 349.43K | 370.20K | 433.55K | 377.57K | 381.28K | 394.38K | 341.30K | 333.61K | 347.93K | 338.04K | 492.49K | 352.50K |
| MFS Investment Management | 735.57K | 805.43K | 978.72K | 732.80K | 765.21K | 721.10K | 474.50K | 447.02K | 416.85K | 383.62K | 253.54K | 247.56K | 235.86K | 279.00K | 269.36K | 370.85K | 352.44K |
| Goldman Sachs Group | 230.20K | 408.88K | 247.46K | 148.23K | 145.93K | 115.78K | 120.73K | 179.11K | 349.02K | 333.42K | 364.00K | 458.34K | 506.02K | 623.96K | 571.94K | 198.15K | 295.99K |
| Bank of America Corp | 147.30K | 119.56K | 108.43K | 117.97K | 106.62K | 65.23K | 119.55K | 185.59K | 143.90K | 108.74K | 116.86K | 194.98K | 184.30K | 246.44K | 170.81K | 150.99K | 232.57K |
| Renaissance Technologies | 15.60K | 118.30K | 182.30K | 302.00K | 316.50K | 175.70K | 136.60K | 106.40K | 137.66K | 140.80K | 54.60K | — | 35.40K | 20.50K | 84.30K | 131.09K | 155.90K |
| Principal Global Investors | 862.95K | 812.05K | 821.00K | 811.38K | 651.33K | 280.33K | 247.70K | 251.23K | 199.01K | 139.93K | 138.76K | 138.05K | 135.59K | 133.11K | 129.15K | 133.82K | 136.33K |
| Legal & General Investment Management America | 65.11K | 67.84K | 71.89K | 78.94K | 82.05K | 82.88K | 83.80K | 84.13K | 91.93K | 95.20K | 88.20K | 89.70K | 94.22K | 90.61K | 85.08K | 75.97K | 73.23K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details