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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, Q1 2023

Institutional positions in Flex Ltd. as of Mar 31, 2023. 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
428
+21 vs. Q4 2022
Shares held
428.3M
−10.4M (−2.4%) vs. Q4 2022
Total value
$9.87B
+$501.3M (+5.4%) vs. Q4 2022
New holders
81
135 more added
Sold out
60
147 more reduced

9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 428 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: 766 institutionsQ1 2026: 789 institutionsQ2 2026: 1,123 institutions
Value heldQ1 2023: $9.87B
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 2026789$23.1B
Q4 2025766$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, Q1 2023

Shares, value and share of portfolio for each institution holding Flex Ltd.; share changes are against Q4 2022.

Institutions holding FLEX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Marietta Investment Partners LLC282,854$6.51M1.81%+12,403+4.6%Added
Teachers Retirement System of the State of Kentucky293,360$6.75M0.07%+130,100+79.7%Added
Grantham, Mayo, Van Otterloo & Co. LLC308,428$7.10M0.04%−67,900−18.0%Reduced
PGGM Investments316,207$7.28M0.12%+4,628+1.5%Added
Barclays PLC319,759$7.36M0.01%+31,963+11.1%Added
Meitav Dash Investments Ltd360,532$7.47M0.13%−19,000−5.0%Reduced
ExodusPoint Capital Management, LP326,014$7.50M0.09%+95,252+41.3%Added
Two Sigma Investments, LP326,972$7.52M0.02%−1,515,704−82.3%Reduced
Russell Investments Group, Ltd.329,017$7.57M0.01%+19,120+6.2%Added
Royal Bank of Canada335,116$7.71M0.00%−14,280−4.1%Reduced
Algert Global LLC358,142$8.24M0.39%+26,643+8.0%Added
AXA S.A.361,600$8.32M0.03%00.0%Unchanged
Clearline Capital LP392,346$9.03M1.36%−117,000−23.0%Reduced
Gabelli Funds LLC395,500$9.10M0.07%−27,000−6.4%Reduced
California State Teachers Retirement System403,341$9.28M0.01%+477+0.1%Added
Stifel Financial Corp423,103$9.74M0.01%+242,795+134.7%Added
Long Focus Capital Management, LLC425,000$9.78M1.58%−107,500−20.2%Reduced
Merewether Investment Management, LP438,600$10.1M0.89%+438,600New
Clayton Partners LLC438,695$10.1M9.83%+10,760+2.5%Added
Connor, Clark & Lunn Investment Management Ltd.439,716$10.1M0.05%−143,887−24.7%Reduced
Hudson Bay Capital Management LP440,000$10.1M0.11%+440,000New
Redwood Grove Capital, LLC440,042$10.1M4.82%00.0%Unchanged
Ameriprise Financial Inc447,529$10.3M0.00%−120,886−21.3%Reduced
Invenomic Capital Management LP449,331$10.3M0.59%−924,220−67.3%Reduced
Brant Point Investment Management LLC450,463$10.4M2.48%−25,000−5.3%Reduced
Bank of New York Mellon Corp461,366$10.6M0.00%+10,894+2.4%Added
Cinctive Capital Management LP465,770$10.7M0.40%+465,770New
Alyeska Investment Group, L.P.467,684$10.8M0.09%+467,684New
Royce & Associates LP469,681$10.8M0.11%−24,400−4.9%Reduced
Arosa Capital Management LP469,934$10.8M3.30%+126,574+36.9%Added
Thrivent Financial for Lutherans471,236$10.8M0.03%+398,798+550.5%Added
Woodline Partners LP472,753$10.9M0.15%+472,753New
Geode Capital Management, LLC484,416$11.1M0.00%−57,799−10.7%Reduced
Ardsley Advisory Partners LP488,000$11.2M2.47%−2,500−0.5%Reduced
Raymond James & Associates525,136$12.1M0.01%+98,523+23.1%Added
Twinbeech Capital LP568,324$13.1M0.26%+568,324New
Philosophy Capital Management LLC574,078$13.2M2.76%+574,078New
S&T Bank591,253$13.6M2.51%−18,559−3.0%Reduced
Charles Schwab Investment Management Inc596,658$13.7M0.00%−36,956−5.8%Reduced
UBS Group AG618,275$14.2M0.01%+331,159+115.3%Added
Healthcare of Ontario Pension Plan Trust Fund629,100$14.5M0.08%+351,000+126.2%Added
Cubist Systematic Strategies, LLC631,950$14.5M0.14%+97,265+18.2%Added
State of New Jersey Common Pension Fund D632,664$14.6M0.05%−416,895−39.7%Reduced
Deutsche Bank AG653,347$15.0M0.01%−229,555−26.0%Reduced
Kingdon Capital Management, L.L.C.665,000$15.3M3.59%+665,000New
Frontier Capital Management Co LLC669,627$15.4M0.16%−59,756−8.2%Reduced
Envestnet Asset Management Inc673,085$15.5M0.01%+109,978+19.5%Added
ARS Investment Partners, LLC689,070$15.9M1.90%−543,652−44.1%Reduced
Portolan Capital Management, LLC689,203$15.9M1.51%+92,412+15.5%Added
Becker Capital Management Inc698,782$16.1M0.64%−406,908−36.8%Reduced
Blue Door Asset Management, LLC723,150$16.6M14.31%+37,950+5.5%Added
Northern Trust Corp735,549$16.9M0.00%−83,748−10.2%Reduced
Robeco Institutional Asset Management B.V.745,977$17.2M0.05%+328,068+78.5%Added
Man Group plc–$17.7M0.06%––
JPMorgan Chase & Co767,787$17.7M0.00%−107,995−12.3%Reduced
Bank of Montreal740,772$17.9M0.01%+696,613+1,577.5%Added
Credit Suisse AG796,665$18.3M0.02%+87,518+12.3%Added
Ionic Capital Management LLC830,485$19.1M7.29%−72,200−8.0%Reduced
Tudor Investment Corp Et Al854,883$19.7M0.37%+539,641+171.2%Added
Clear Harbor Asset Management, LLC893,735$20.6M2.13%+4,541+0.5%Added
Walleye Capital LLC902,724$20.8M0.42%+94,522+11.7%Added
Marshall Wace, LLP911,224$21.0M0.05%−1,886,210−67.4%Reduced
Ararat Capital Management, LP956,265$22.0M7.08%−210,838−18.1%Reduced
Qube Research & Technologies Ltd957,730$22.0M0.13%+728,324+317.5%Added
California Public Employees Retirement System958,786$22.1M0.02%−126,893−11.7%Reduced
Swiss National Bank977,300$22.5M0.02%−124,000−11.3%Reduced
Tocqueville Asset Management L.P.1,007,400$23.2M0.44%+526,500+109.5%Added
Decade Renewable Partners LP1,058,080$24.3M8.90%+150,944+16.6%Added
LPL Financial LLC1,069,405$24.6M0.02%+309,440+40.7%Added
Amundi1,147,406$24.9M0.01%−168,185−12.8%Reduced
First Republic Investment Management, Inc.1,115,268$25.7M0.05%+855,591+329.5%Added
Perpetual Ltd1,153,657$26.5M0.23%+1,153,657New
Cookson Peirce & Co Inc1,159,090$26.7M1.71%+1,159,090New
TCW Group Inc1,196,519$27.5M0.35%+103,532+9.5%Added
Storebrand Asset Management AS1,229,669$28.3M0.14%+22,564+1.9%Added
Brandes Investment Partners, LP1,306,242$30.1M0.64%+234,126+21.8%Added
State of Wisconsin Investment Board1,363,257$31.4M0.09%−795,570−36.9%Reduced
Thompson Siegel & Walmsley LLC1,557,526$35.8M0.58%−176,955−10.2%Reduced
Encompass Capital Advisors LLC1,574,720$36.2M2.20%+76,922+5.1%Added
Legal & General Group Plc1,576,394$36.3M0.01%−9,730−0.6%Reduced
Clark Capital Management Group, Inc.1,610,044$37.0M0.41%+41,574+2.7%Added
SEI Investments Co1,720,978$39.6M0.07%+14,302+0.8%Added
UBS Asset Management Americas Inc1,782,550$41.0M0.02%+88,481+5.2%Added
Balyasny Asset Management LLC1,798,967$41.4M0.14%+698,666+63.5%Added
Wells Fargo & Company1,828,801$42.1M0.01%−167,421−8.4%Reduced
Glenview Capital Management, LLC1,922,350$44.2M1.09%−2,128,887−52.5%Reduced
Scout Investments, Inc.1,992,353$45.8M0.93%+1,992,353New
DekaBank Deutsche Girozentrale2,129,691$46.4M0.12%−1,0230.0%Reduced
Renaissance Technologies LLC2,060,406$47.4M0.06%+122,252+6.3%Added
Goldman Sachs Group Inc2,096,831$48.2M0.01%−319,219−13.2%Reduced
Iridian Asset Management LLC2,109,996$48.6M3.98%−345,844−14.1%Reduced
Shannon River Fund Management LLC2,149,870$49.5M11.16%−711,159−24.9%Reduced
Nishkama Capital, LLC2,159,633$49.7M11.91%−142,698−6.2%Reduced
Morgan Stanley2,271,162$52.3M0.01%−261,856−10.3%Reduced
Capital International Investors2,291,735$52.7M0.01%00.0%Unchanged
Millennium Management LLC2,363,944$54.4M0.06%−2,683,542−53.2%Reduced
FIL Ltd2,430,391$55.9M0.06%−86,425−3.4%Reduced
Allianz Asset Management GmbH2,633,036$60.6M0.13%+461,278+21.2%Added
Earnest Partners LLC2,819,884$64.9M0.38%+120,497+4.5%Added
Pzena Investment Management LLC3,191,202$73.4M0.32%−1,864,145−36.9%Reduced