Ranked by reported Q1 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. | 5.2M | $501.0M | +2.9% | 8.514% | 0.01% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | $250.8M | — | 4.263% | 0.01% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.5M | $240.6M | — | 4.089% | 0.01% |
| 4 | STATE STREET CORP | 1.7M | $168.1M | +2.4% | 2.857% | 0.01% |
| 5 | Neuberger Berman Group LLC | 1.7M | $163.5M | +3.5% | 2.778% | 0.12% |
| 6 | FIL Ltd | 1.4M | $134.8M | +181.9% | 2.291% | 0.10% |
| 7 | Champlain Investment Partners, LLC | 1.3M | $126.1M | -14.3% | 2.143% | 1.60% |
| 8 | FMR LLC | 1.2M | $119.9M | -1.8% | 2.037% | 0.01% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $117.5M | +2.9% | 1.997% | 0.02% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $104.3M | -18.2% | 1.772% | 0.01% |
| 11 | COOKE & BIELER LP | 1.0M | $97.2M | +7.0% | 1.651% | 1.10% |
| 12 | Bank of New York Mellon Corp | 984K | $95.1M | +21.7% | 1.617% | 0.02% |
| 13 | MILLENNIUM MANAGEMENT LLC | 903K | $87.3M | +142.7% | 1.483% | 0.06% |
| 14 | Invesco Ltd. | 818K | $79.1M | -26.6% | 1.344% | 0.01% |
| 15 | ROYCE & ASSOCIATES LP | 814K | $78.6M | -9.4% | 1.336% | 0.78% |
| 16 | TimesSquare Capital Management, LLC | 678K | $65.5M | -29.3% | 1.114% | 1.11% |
| 17 | DAVENPORT & Co LLC | 674K | $65.2M | -30.2% | 1.108% | 0.36% |
| 18 | Capital Research Global Investors | 619K | $59.8M | 0.0% | 1.016% | 0.01% |
| 19 | Interval Partners, LP | 570K | $55.1M | +63.8% | 0.936% | 2.20% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 522K | $50.5M | +6.3% | 0.858% | 0.01% |
| 21 | AMERIPRISE FINANCIAL INC | 521K | $50.4M | -7.6% | 0.856% | 0.01% |
| 22 | NORTHERN TRUST CORP | 494K | $47.8M | -0.4% | 0.812% | 0.01% |
| 23 | MORGAN STANLEY | 492K | $47.6M | +45.7% | 0.809% | 0.00% |
| 24 | VICTORY CAPITAL MANAGEMENT INC | 453K | $43.8M | +5208.0% | 0.744% | 0.03% |
| 25 | DIAMOND HILL CAPITAL MANAGEMENT INC | 452K | $43.7M | +27.5% | 0.742% | 0.27% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 341 | 3.7% | 68.89% | 12.73 pp | $3.84B | 16% |
| Q4 2025 | 354 | +0.3% | 81.62% | 2.65 pp | $4.55B | 3.1% |
| Q3 2025 | 353 | 3.8% | 84.27% | 5.98 pp | $4.70B | 6.6% |
| Q2 2025 | 367 | +9.9% | 90.25% | +4.42 pp | $5.03B | +5.2% |
| Q1 2025 | 334 | +6.4% | 85.83% | +1.45 pp | $4.78B | +1.7% |
| Q4 2024 | 314 | +6.8% | 84.38% | +10.99 pp | $4.70B | +15% |
| Q3 2024 | 294 | 6.1% | 73.39% | +8.06 pp | $4.09B | +12% |
| Q2 2024 | 313 | — | 65.33% | — | $3.64B | — |
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 Q1 2026 13F filings, institutional ownership of ESAB Corporation stands at 68.9%, held across 341 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ESAB, with approximately 5,183,313 shares worth $0.50B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of ESAB, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for ESAB is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
55 institutions opened new positions in ESAB during Q1 2026, while 68 fully exited. 72 added to existing positions and 214 trimmed.
ESAB institutional ownership fell by 12.73 percentage points quarter-over-quarter, with a net change of -13 holders.
The top 10 institutions account for 50.2% of all reported 13F value in ESAB, and the top 25 account for 75.3%.
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