ESAB

Esab Corp
IndustrialsUSCUSIP 29605J106◍ Confluence graph
Tracked 13F Holders
309
-165 QoQ
13F Value (tracked)
$4.5B
Insider Net · 180d
-$95K
0↑ 1↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)43 adding · 15 trimming
Insider net (180d)-$95K

Who owns ESAB?

309 tracked 13F filers

309 tracked 13F filers disclose a position in ESAB as of the latest SEC 13F filings, a combined $4.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1T. Rowe Price Investment Management, Inc.
Withheld
8.2M
+1.9%
Added · +151K sh
Q1 2026
2PRICE T ROWE ASSOCIATES INC /MD/
$643.4M
6.7M
+14%
Added · +803K sh
Q1 2026
3BlackRock, Inc.
$501.0M
5.2M
+2.9%
Added · +144K sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$250.8M
2.6M
First observed position
No prior filed position
Q1 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$240.6M
2.5M
First observed position
No prior filed position
Q1 2026
6STATE STREET CORP
$179.8M
1.8M
+4.8%
Added · +84K sh
Q2 2026
7Neuberger Berman Group LLC
$163.5M
1.7M
+3.5%
Added · +57K sh
Q1 2026
8JPMORGAN CHASE & CO
$138.3M
1.5M
+6.3%
Added · +89K sh
Q1 2026
9FIL Ltd
$134.8M
1.4M
+182%
Added · +900K sh
Q1 2026
10FMR LLC
$119.9M
1.2M
−1.8%
Reduced · −22K sh
Q1 2026
11DIMENSIONAL FUND ADVISORS LP
$117.5M
1.2M
+2.9%
Added · +34K sh
Q1 2026
12GEODE CAPITAL MANAGEMENT, LLC
$107.7M
1.1M
+1.2%
Added · +13K sh
Q2 2026
13COOKE & BIELER LP
$97.2M
1.0M
+7.0%
Added · +66K sh
Q1 2026
14Bank of New York Mellon Corp
$95.1M
984K
+22%
Added · +175K sh
Q1 2026
15MILLENNIUM MANAGEMENT LLC
$87.3M
903K
+143%
Added · +531K sh
Q1 2026
16DAVENPORT & Co LLC
$78.5M
798K
+18%
Added · +123K sh
Q2 2026
17NORGES BANK
$85.7M
767K
+10%
Added · +72K sh
Q4 2025
18Champlain Investment Partners, LLC
$74.6M
756K
−42%
Reduced · −549K sh
Q2 2026
19Interval Partners, LP
$55.1M
570K
+64%
Added · +222K sh
Q1 2026
20Diamond Hill Capital Management, LLC (Investment Advisor)
$51.8M
526K
+16%
Added · +74K sh
Q2 2026
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$50.5M
522K
+6.3%
Added · +31K sh
Q1 2026
22AMERIPRISE FINANCIAL INC
$50.4M
521K
−7.6%
Reduced · −43K sh
Q1 2026
23WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$49.7M
504K
+67%
Added · +202K sh
Q2 2026
24NORTHERN TRUST CORP
$47.8M
494K
−0.5%
Reduced · −2K sh
Q1 2026
25MORGAN STANLEY
$47.6M
492K
+46%
Added · +154K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ESAB being bought or sold by institutions?

Last quarter, 7 funds opened a new position in ESAB and 36 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
36
funds
Reduced
15
funds
Exited
0
funds

Funds that own ESAB also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT168 funds$221.7B
META PLATFORMS INC-CLASS AMETA167 funds$96.1B
JPMORGAN CHASE & COJPM164 funds$54.1B
APPLE INCAAPL163 funds$244.2B
ALPHABET INC-CL AGOOGL163 funds$132.5B
NVIDIA CORPNVDA162 funds$324.9B
AMAZON.COM INCAMZN162 funds$162.1B
COSTCO WHOLESALE CORPCOST161 funds$30.1B
CHEVRON CORPCVX160 funds$24.2B
ALPHABET INC-CL CGOOG159 funds$104.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B159 funds$32.1B
BANK OF AMERICA CORPBAC159 funds$25.4B

Ranked by how many of ESAB's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$95K
1 insiders
Net
-$95K
1 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 7, 2026Jordan Rhonda LDirectorSell (S)1K$95K
Feb 27, 2026Campion MicheleChief Human Resources OfficerSell (S)2K$270K
Feb 27, 2026Campion MicheleChief Human Resources OfficerSell (S)3K$355K
Feb 23, 2026Kambeyanda ShyamPresident and CEO, DirectorSell (S)13K$1.6M
Feb 23, 2026Kambeyanda ShyamPresident and CEO, DirectorSell (S)2K$219K
Feb 23, 2026Kambeyanda ShyamPresident and CEO, DirectorSell (S)600$77K
Feb 23, 2026Kambeyanda ShyamPresident and CEO, DirectorSell (S)32K$4.0M
Feb 23, 2026Kambeyanda ShyamPresident and CEO, DirectorSell (S)11K$1.4M
Feb 23, 2026Kambeyanda ShyamPresident and CEO, DirectorSell (S)1K$164K
Feb 6, 2026Johnson Kevin JChief Financial OfficerSell (S)3K$470K
Nov 11, 2025Vinnakota RajivDirectorSell (S)3K$319K
Aug 13, 2025Jordan Rhonda LDirectorSell (S)4K$460K

Institutional ownership over time

141 funds-82 since Q3 2024
0153306Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $806.1M

Share classes

Class13F holdersValue held
ESABthis pageStock309 funds$4.5B
29605JAA4Corporate Bond - Domestic1 funds$96K
29605JAB2Corporate Bond - Domestic1 funds$86K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for ESAB

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Ask your agent what changed in ESAB

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ESAB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ESAB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ESAB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.