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Flex Ltd.

FLEX
Exchange
Nasdaq
Industry
Printed Circuit Boards
SEC CIK
0000866374

In the last 90 days, Flex Ltd. insiders filed 0 open-market purchases and 1 sale; 1,123 institutions reported holding it in 13F filings for Q2 2026, worth $56.1B in total; superinvestors Third Point and Maverick Capital hold it.

13F holders, Q4 2022

Institutional positions in Flex Ltd. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
416
+43 vs. Q3 2022
Shares held
440.3M
+1.91M (+0.4%) vs. Q3 2022
Total value
$9.40B
+$2.09B (+28.6%) vs. Q3 2022
New holders
77
143 more added
Sold out
34
132 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FLEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 416 institutions
Q1 2021: 335 institutionsQ2 2021: 332 institutionsQ3 2021: 322 institutionsQ4 2021: 352 institutionsQ1 2022: 354 institutionsQ2 2022: 358 institutionsQ3 2022: 376 institutionsQ4 2022: 416 institutionsQ1 2023: 428 institutionsQ2 2023: 442 institutionsQ3 2023: 451 institutionsQ4 2023: 477 institutionsQ1 2024: 473 institutionsQ2 2024: 475 institutionsQ3 2024: 501 institutionsQ4 2024: 571 institutionsQ1 2025: 584 institutionsQ2 2025: 648 institutionsQ3 2025: 700 institutionsQ4 2025: 765 institutionsQ1 2026: 788 institutionsQ2 2026: 1,123 institutions
Value heldQ4 2022: $9.40B
Q1 2021: $8.71BQ2 2021: $8.34BQ3 2021: $8.07BQ4 2021: $8.23BQ1 2022: $8.22BQ2 2022: $6.35BQ3 2022: $7.31BQ4 2022: $9.40BQ1 2023: $9.87BQ2 2023: $11.8BQ3 2023: $11.1BQ4 2023: $12.0BQ1 2024: $11.3BQ2 2024: $11.5BQ3 2024: $13.0BQ4 2024: $15.1BQ1 2025: $12.4BQ2 2025: $18.9BQ3 2025: $20.6BQ4 2025: $22.1BQ1 2026: $23.1BQ2 2026: $56.1B
Institutions holding FLEX and their total value by quarter
QuarterHoldersValue
Q2 20261,123$56.1B
Q1 2026788$23.1B
Q4 2025765$22.1B
Q3 2025700$20.6B
Q2 2025648$18.9B
Q1 2025584$12.4B
Q4 2024571$15.1B
Q3 2024501$13.0B
Q2 2024475$11.5B
Q1 2024473$11.3B
Q4 2023477$12.0B
Q3 2023451$11.1B
Q2 2023442$11.8B
Q1 2023428$9.87B
Q4 2022416$9.40B
Q3 2022376$7.31B
Q2 2022358$6.35B
Q1 2022354$8.22B
Q4 2021352$8.23B
Q3 2021322$8.07B
Q2 2021332$8.34B
Q1 2021335$8.71B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Flex Ltd.; share changes are against Q3 2022.

Institutions holding FLEX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
AXA S.A.361,600$7.76M0.03%+349,700+2,938.7%Added
Grantham, Mayo, Van Otterloo & Co. LLC376,328$8.08M0.04%+265,314+239.0%Added
Group One Trading, L.P.379,479$8.14M0.28%+71,066+23.0%Added
Meitav Dash Investments Ltd379,532$8.15M0.14%00.0%Unchanged
Twin Tree Management, LP384,962$8.26M0.25%+362,739+1,632.3%Added
California State Teachers Retirement System402,864$8.65M0.01%+3,174+0.8%Added
Kettle Hill Capital Management, LLC409,542$8.79M1.73%−721,537−63.8%Reduced
Boothbay Fund Management, LLC414,894$8.90M0.30%+45,725+12.4%Added
Robeco Institutional Asset Management B.V.417,909$8.97M0.03%+146,158+53.8%Added
Gabelli Funds LLC422,500$9.07M0.07%00.0%Unchanged
Raymond James & Associates426,613$9.16M0.01%+109,530+34.5%Added
Clayton Partners LLC427,935$9.18M8.69%+10,680+2.6%Added
Redwood Grove Capital, LLC440,042$9.44M4.69%00.0%Unchanged
Bank of New York Mellon Corp450,472$9.67M0.00%−4,180−0.9%Reduced
Brant Point Investment Management LLC475,463$10.2M2.90%−15,267−3.1%Reduced
Tocqueville Asset Management L.P.480,900$10.3M0.20%−61,150−11.3%Reduced
Ardsley Advisory Partners LP490,500$10.5M2.67%−33,900−6.5%Reduced
Royce & Associates LP494,081$10.6M0.11%+44,500+9.9%Added
Clearline Capital LP509,346$10.9M1.96%00.0%Unchanged
Long Focus Capital Management, LLC532,500$11.4M1.88%−45,000−7.8%Reduced
Cubist Systematic Strategies, LLC534,685$11.5M0.10%+314,692+143.0%Added
Geode Capital Management, LLC542,215$11.6M0.00%−119,933−18.1%Reduced
Envestnet Asset Management Inc563,107$12.1M0.01%+70,591+14.3%Added
Ameriprise Financial Inc568,415$12.2M0.00%−29,982−5.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.583,603$12.5M0.07%+149,391+34.4%Added
Portolan Capital Management, LLC596,791$12.8M1.27%+263,354+79.0%Added
S&T Bank609,812$13.1M2.42%−14,497−2.3%Reduced
Two Sigma Advisers, LP633,300$13.6M0.04%+326,300+106.3%Added
Charles Schwab Investment Management Inc633,614$13.6M0.00%−5,781−0.9%Reduced
Maplelane Capital, LLC635,000$13.6M4.58%+635,000New
Holocene Advisors, LP640,040$13.7M0.08%+240,040+60.0%Added
Man Group plc667,035$14.3M0.05%+371,465+125.7%Added
Blue Door Asset Management, LLC685,200$14.7M17.03%−80,000−10.5%Reduced
Point72 Asset Management, L.P.703,900$15.1M0.06%−1,598,200−69.4%Reduced
Credit Suisse AG709,147$15.2M0.02%+126,555+21.7%Added
Frontier Capital Management Co LLC729,383$15.7M0.17%−2,168−0.3%Reduced
LPL Financial LLC759,965$16.3M0.01%−174,216−18.6%Reduced
Arrowstreet Capital, Limited Partnership804,444$17.3M0.02%+600,707+294.8%Added
Walleye Capital LLC808,202$17.3M0.38%+150,433+22.9%Added
Northern Trust Corp819,297$17.6M0.00%+51,138+6.7%Added
Public Sector Pension Investment Board853,008$18.3M0.15%−667,792−43.9%Reduced
Wolverine Trading, LLC862,352$18.5M0.32%+841,184+3,973.8%Added
JPMorgan Chase & Co875,782$18.8M0.00%−103,400−10.6%Reduced
Deutsche Bank AG882,902$18.9M0.01%+14,933+1.7%Added
Clear Harbor Asset Management, LLC889,194$19.1M2.39%+10,520+1.2%Added
Ionic Capital Management LLC902,685$19.4M5.82%−150,000−14.2%Reduced
Decade Renewable Partners LP907,136$19.5M7.27%+907,136New
State of New Jersey Common Pension Fund D1,049,559$22.5M0.09%+99,494+10.5%Added
Brandes Investment Partners, LP1,072,116$23.0M0.64%−193,957−15.3%Reduced
California Public Employees Retirement System1,085,679$23.3M0.02%−13,582−1.2%Reduced
TCW Group Inc1,092,987$23.5M0.34%+82,869+8.2%Added
Balyasny Asset Management LLC1,100,301$23.6M0.08%−1,391,256−55.8%Reduced
Swiss National Bank1,101,300$23.6M0.02%+16,100+1.5%Added
Becker Capital Management Inc1,105,690$23.7M1.11%−60,634−5.2%Reduced
LSV Asset Management1,135,530$24.4M0.05%+410,100+56.5%Added
Ararat Capital Management, LP1,167,103$25.0M8.34%+15,920+1.4%Added
Storebrand Asset Management AS1,207,105$25.9M0.14%+39,189+3.4%Added
ARS Investment Partners, LLC1,232,722$26.5M3.52%−18,350−1.5%Reduced
Cartenna Capital, LP1,250,000$26.8M4.63%00.0%Unchanged
Pendal Group Limited1,322,857$28.4M0.25%−321,933−19.6%Reduced
LMR Partners LLP1,350,000$29.0M0.67%−50,000−3.6%Reduced
Invenomic Capital Management LP1,373,551$29.5M2.14%−309,853−18.4%Reduced
Amundi1,315,591$30.8M0.02%+139,055+11.8%Added
Encompass Capital Advisors LLC1,497,798$32.1M1.76%+1,497,798New
Clark Capital Management Group, Inc.1,568,470$33.7M0.31%+1,568,470New
Legal & General Group Plc1,586,124$34.0M0.01%+41,480+2.7%Added
UBS Asset Management Americas Inc1,694,069$36.4M0.02%−69,177−3.9%Reduced
SEI Investments Co1,706,676$36.6M0.08%−207,390−10.8%Reduced
Thompson Siegel & Walmsley LLC1,734,481$37.2M0.60%−334,799−16.2%Reduced
Park West Asset Management LLC1,813,080$38.9M3.90%+673,080+59.0%Added
Two Sigma Investments, LP1,842,676$39.5M0.13%+25,619+1.4%Added
Renaissance Technologies LLC1,938,154$41.6M0.06%+1,501,100+343.5%Added
Wells Fargo & Company1,996,222$42.8M0.01%+9,046+0.5%Added
DekaBank Deutsche Girozentrale2,130,714$44.6M0.12%+297,787+16.2%Added
State of Wisconsin Investment Board2,158,827$46.3M0.15%+454,299+26.7%Added
D. E. Shaw & Co., Inc.2,163,967$46.4M0.08%−37,191−1.7%Reduced
Allianz Asset Management GmbH2,171,758$46.6M0.10%+160,389+8.0%Added
Capital International Investors2,291,735$49.2M0.01%−2,234,300−49.4%Reduced
Nishkama Capital, LLC2,302,331$49.4M16.69%−1,616,079−41.2%Reduced
Goldman Sachs Group Inc2,416,050$51.8M0.01%+30,731+1.3%Added
Iridian Asset Management LLC2,455,840$52.7M5.08%−620,026−20.2%Reduced
Sessa Capital IM, L.P.2,500,000$53.6M3.30%00.0%Unchanged
FIL Ltd2,516,816$54.0M0.06%−4,564,362−64.5%Reduced
Morgan Stanley2,533,018$54.4M0.01%+590,173+30.4%Added
Earnest Partners LLC2,699,387$57.9M0.36%−69,684−2.5%Reduced
Marshall Wace, LLP2,797,434$60.0M0.15%−184,598−6.2%Reduced
Shannon River Fund Management LLC2,861,029$61.4M19.52%−208,341−6.8%Reduced
Electron Capital Partners, LLC3,294,536$70.7M3.16%+37,731+1.2%Added
Jericho Capital Asset Management L.P.3,512,773$75.4M5.58%−31,800−0.9%Reduced
Glenview Capital Management, LLC4,051,237$86.9M2.08%+754,343+22.9%Added
State Street Corp4,510,783$96.8M0.01%−43,045−0.9%Reduced
Norges Bank4,807,899$103.2M0.02%+36,958+0.8%Added
40 North Management LLC5,010,638$107.5M5.65%00.0%Unchanged
Millennium Management LLC5,047,486$108.3M0.12%+3,081,799+156.8%Added
Pzena Investment Management LLC5,055,347$108.5M0.48%−2,429,951−32.5%Reduced
Vanguard Group Inc5,413,943$116.2M0.00%+79,907+1.5%Added
Sound Shore Management Inc5,564,336$119.4M4.49%−154,887−2.7%Reduced
Massachusetts Financial Services Co5,794,893$124.4M0.04%+32,544+0.6%Added
Voya Investment Management LLC6,122,084$131.4M0.15%+3,088,635+101.8%Added
Macquarie Group Ltd8,115,785$174.2M0.21%+414,877+5.4%Added