Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in ESAB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.3M | $524.5M | +2.6% | 6.480% | 0.01% |
| 2 | Invesco Ltd. | 2.8M | $273.3M | +238.6% | 3.376% | 0.02% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | $257.4M | +0.5% | 3.180% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.5M | $244.1M | -0.6% | 3.016% | 0.01% |
| 5 | FIL Ltd | 2.3M | $231.0M | +67.9% | 2.853% | 0.17% |
| 6 | Capital Research Global Investors | 1.9M | $183.7M | +201.2% | 2.270% | 0.03% |
| 7 | STATE STREET CORP | 1.8M | $179.8M | +4.8% | 2.222% | 0.00% |
| 8 | Neuberger Berman Group LLC | 1.5M | $151.9M | -8.9% | 1.877% | 0.05% |
| 9 | FMR LLC | 1.5M | $151.9M | +24.2% | 1.876% | 0.01% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $143.6M | +19.8% | 1.774% | 0.03% |
| 11 | JPMORGAN CHASE & CO | 1.4M | $138.5M | -7.1% | 1.715% | 0.01% |
| 12 | COOKE & BIELER LP | 1.3M | $125.2M | +26.3% | 1.547% | 1.45% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $107.7M | +1.2% | 1.330% | 0.01% |
| 14 | Bank of New York Mellon Corp | 955K | $94.2M | -3.0% | 1.164% | 0.02% |
| 15 | ROYCE & ASSOCIATES LP | 866K | $85.4M | +6.4% | 1.055% | 0.69% |
| 16 | SG Capital Management LLC | 804K | $79.3M | — | 0.980% | 6.55% |
| 17 | DAVENPORT & Co LLC | 798K | $78.5M | +18.3% | 0.972% | 0.39% |
| 18 | Champlain Investment Partners, LLC | 756K | $74.6M | -42.1% | 0.921% | 1.92% |
| 19 | Caption Management, LLC | 700K | $69.0M | — | 0.853% | 0.32% |
| 20 | NORGES BANK | 677K | $66.8M | — | 0.825% | 0.01% |
| 21 | TimesSquare Capital Management, LLC | 575K | $56.7M | -15.2% | 0.700% | 0.83% |
| 22 | VICTORY CAPITAL MANAGEMENT INC | 540K | $53.3M | +19.3% | 0.658% | 0.03% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 536K | $52.8M | +2.5% | 0.653% | 0.01% |
| 24 | Diamond Hill Capital Management, LLC (Investment Advisor) | 526K | $51.8M | +16.4% | 0.640% | 0.42% |
| 25 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 504K | $49.7M | +66.8% | 0.614% | 0.15% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ESAB — a direct measure of their conviction.
Filings activity in ESAB during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new ESAB position in Q2 2026
Institutions that fully closed their ESAB position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 349 | 0.6% | 80.64% | +11.61 pp | $4.74B | +19% |
| Q1 2026 | 351 | 0.8% | 69.03% | 19.43 pp | $3.98B | 12% |
| Q4 2025 | 354 | +0.3% | 88.46% | +17.73 pp | $4.55B | 3.1% |
| Q3 2025 | 353 | 3.8% | 70.73% | +0.43 pp | $4.70B | 6.6% |
| Q2 2025 | 367 | +9.9% | 70.30% | +1.00 pp | $5.03B | +5.2% |
| Q1 2025 | 334 | +6.4% | 69.30% | +3.13 pp | $4.78B | +1.7% |
| Q4 2024 | 314 | +6.8% | 66.17% | +1.15 pp | $4.70B | +15% |
| Q3 2024 | 294 | — | 65.02% | — | $4.09B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ESAB stock.
Based on Q2 2026 13F filings, institutional ownership of ESAB Corporation stands at 80.6%, held across 349 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ESAB, with approximately 5,318,185 shares worth $0.52B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ESAB.
Our composite Smart Money Score for ESAB is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
50 institutions opened new positions in ESAB during Q2 2026, while 57 fully exited. 195 added to existing positions and 89 trimmed.
ESAB institutional ownership rose by 11.61 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 49.4% of all reported 13F value in ESAB, and the top 25 account for 74.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
ESAB Corporation (ESAB) Institutional Ownership