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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, Q2 2023

Institutional positions in Flex Ltd. as of Jun 30, 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
442
+16 vs. Q1 2023
Shares held
428.7M
+519.5K (+0.1%) vs. Q1 2023
Total value
$11.8B
+$1.98B (+20.0%) vs. Q1 2023
New holders
71
124 more added
Sold out
55
179 more reduced

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 442 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 heldQ2 2023: $11.8B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Flex Ltd.; share changes are against Q1 2023.

Institutions holding FLEX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
One01 Capital, LP207,119$5.72M6.19%+19,861+10.6%Added
Symmetry Investments LP208,713$5.77M1.66%+208,713New
Twinbeech Capital LP236,980$6.55M0.13%−331,344−58.3%Reduced
Royal Bank of Canada238,159$6.58M0.00%−96,957−28.9%Reduced
Leuthold Group, LLC239,048$6.61M0.86%−8,678−3.5%Reduced
Redwood Grove Capital, LLC240,545$6.65M2.81%−199,497−45.3%Reduced
Force Hill Capital Management LP245,700$6.79M1.47%+57,909+30.8%Added
Graybill Bartz & Assoc Ltd251,723$6.96M3.30%+2,696+1.1%Added
Citigroup Inc255,590$7.06M0.01%+135,870+113.5%Added
Twin Tree Management, LP256,850$7.10M0.15%+95,941+59.6%Added
Jane Street Group, LLC259,907$7.18M0.01%+231,813+825.1%Added
Canada Pension Plan Investment Board266,700$7.37M0.01%+266,700New
Advisor Group Holdings, Inc.270,345$7.49M0.01%−8,055−2.9%Reduced
Healthcare of Ontario Pension Plan Trust Fund273,300$7.55M0.03%−355,800−56.6%Reduced
Marietta Investment Partners LLC276,595$7.65M1.98%−6,259−2.2%Reduced
Invenomic Capital Management LP283,595$7.84M0.44%−165,736−36.9%Reduced
Concentric Capital Strategies, LP284,305$7.86M1.69%+50,234+21.5%Added
Teachers Retirement System of the State of Kentucky285,615$7.89M0.08%−7,745−2.6%Reduced
Brant Point Investment Management LLC290,297$8.02M1.84%−160,166−35.6%Reduced
AXA S.A.304,700$8.42M0.03%−56,900−15.7%Reduced
PGGM Investments314,194$8.68M0.14%−2,013−0.6%Reduced
Group One Trading, L.P.316,338$8.74M0.37%+59,883+23.4%Added
Tudor Investment Corp Et Al320,238$8.85M0.14%−534,645−62.5%Reduced
Susquehanna International Group, LLP323,831$8.95M0.01%+259,482+403.2%Added
Putnam Investments LLC348,668$9.64M0.01%+348,668New
Ardsley Advisory Partners LP353,000$9.76M2.20%−135,000−27.7%Reduced
Two Sigma Investments, LP361,095$9.98M0.03%+34,123+10.4%Added
Walleye Capital LLC366,789$10.1M0.18%−535,935−59.4%Reduced
Gabelli Funds LLC375,020$10.4M0.08%−20,480−5.2%Reduced
Meitav Dash Investments Ltd382,010$10.5M0.08%+21,478+6.0%Added
LMR Partners LLP386,086$10.7M0.24%+254,190+192.7%Added
Balyasny Asset Management LLC392,135$10.8M0.03%−1,406,832−78.2%Reduced
California State Teachers Retirement System401,991$11.1M0.02%−1,350−0.3%Reduced
Royce & Associates LP409,381$11.3M0.11%−60,300−12.8%Reduced
Algert Global LLC413,019$11.4M0.50%+54,877+15.3%Added
Cubist Systematic Strategies, LLC415,445$11.5M0.13%−216,505−34.3%Reduced
Long Focus Capital Management, LLC425,000$11.7M1.78%00.0%Unchanged
Holocene Advisors, LP430,402$11.9M0.05%+298,979+227.5%Added
Portolan Capital Management, LLC436,710$12.1M1.07%−252,493−36.6%Reduced
Clayton Partners LLC438,781$12.1M10.48%+860.0%Added
Barclays PLC448,781$12.4M0.01%+129,022+40.3%Added
Bank of New York Mellon Corp449,059$12.4M0.00%−12,307−2.7%Reduced
Ameriprise Financial Inc451,044$12.5M0.00%+3,515+0.8%Added
Schonfeld Strategic Advisors LLC452,960$12.5M0.11%+363,233+404.8%Added
Thrivent Financial for Lutherans457,079$12.6M0.03%−14,157−3.0%Reduced
Geode Capital Management, LLC463,633$12.8M0.00%−20,783−4.3%Reduced
Man Group plc486,277$13.4M0.04%––
Stifel Financial Corp506,591$14.0M0.02%+83,488+19.7%Added
Charles Schwab Investment Management Inc541,029$15.0M0.00%−55,629−9.3%Reduced
S&T Bank542,576$15.0M2.70%−48,677−8.2%Reduced
Deutsche Bank AG571,372$15.8M0.01%−81,975−12.5%Reduced
Kingdon Capital Management, L.L.C.585,000$16.2M2.82%−80,000−12.0%Reduced
National Bank of Canada588,415$16.2M0.03%+544,390+1,236.5%Added
Raymond James & Associates593,509$16.4M0.01%+68,373+13.0%Added
Decade Renewable Partners LP600,000$16.6M7.68%−458,080−43.3%Reduced
Philosophy Capital Management LLC611,674$16.9M3.78%+37,596+6.5%Added
Robeco Institutional Asset Management B.V.617,476$17.1M0.04%−128,501−17.2%Reduced
Ararat Capital Management, LP619,854$17.1M5.73%−336,411−35.2%Reduced
Glenview Capital Management, LLC621,859$17.2M0.46%−1,300,491−67.7%Reduced
State of New Jersey Common Pension Fund D632,664$17.5M0.06%00.0%Unchanged
ExodusPoint Capital Management, LP637,886$17.6M0.21%+311,872+95.7%Added
Frontier Capital Management Co LLC662,820$18.3M0.18%−6,807−1.0%Reduced
ARS Investment Partners, LLC670,325$18.5M2.16%−18,745−2.7%Reduced
UBS Group AG684,420$18.9M0.01%+66,145+10.7%Added
Scout Investments, Inc.673,736$19.0M0.39%−1,318,617−66.2%Reduced
Kettle Hill Capital Management, LLC689,762$19.1M3.78%+689,762New
Envestnet Asset Management Inc705,132$19.5M0.01%+32,047+4.8%Added
Northern Trust Corp709,367$19.6M0.00%−26,182−3.6%Reduced
Becker Capital Management Inc727,806$20.1M0.76%+29,024+4.2%Added
Blue Door Asset Management, LLC766,150$21.2M16.98%+43,000+5.9%Added
Ionic Capital Management LLC784,685$21.7M8.77%−45,800−5.5%Reduced
Credit Suisse AG821,099$22.7M0.02%+24,434+3.1%Added
Renaissance Technologies LLC837,554$23.1M0.03%−1,222,852−59.4%Reduced
Nishkama Capital, LLC858,858$23.7M4.37%−1,300,775−60.2%Reduced
Capital International Investors864,808$23.9M0.01%−1,426,927−62.3%Reduced
M.D. Sass Investors Services, Inc.877,839$24.3M3.32%+877,839New
Clear Harbor Asset Management, LLC900,501$24.9M2.45%+6,766+0.8%Added
California Public Employees Retirement System933,496$25.8M0.02%−25,290−2.6%Reduced
Tocqueville Asset Management L.P.970,015$26.8M0.48%−37,385−3.7%Reduced
Perpetual Ltd981,557$27.1M0.23%−172,100−14.9%Reduced
Swiss National Bank982,100$27.1M0.02%+4,800+0.5%Added
First Republic Investment Management, Inc.1,047,240$28.9M0.15%−68,028−6.1%Reduced
LPL Financial LLC1,077,614$29.8M0.02%+8,209+0.8%Added
Amundi1,088,414$30.1M0.02%−58,992−5.1%Reduced
Marshall Wace, LLP1,112,449$30.7M0.07%+201,225+22.1%Added
Cinctive Capital Management LP1,118,126$30.9M1.21%+652,356+140.1%Added
Cookson Peirce & Co Inc1,147,987$31.7M1.94%−11,103−1.0%Reduced
Qube Research & Technologies Ltd1,150,515$31.8M0.12%+192,785+20.1%Added
Woodline Partners LP1,186,624$32.8M0.39%+713,871+151.0%Added
Storebrand Asset Management AS1,219,852$33.7M0.15%−9,817−0.8%Reduced
JPMorgan Chase & Co1,332,531$36.8M0.00%+564,744+73.6%Added
New York State Common Retirement Fund1,341,889$37.1M0.05%+1,200,028+845.9%Added
Thompson Siegel & Walmsley LLC1,377,015$38.1M0.61%−180,511−11.6%Reduced
State of Wisconsin Investment Board1,385,226$38.3M0.11%+21,969+1.6%Added
Brandes Investment Partners, LP1,402,904$38.8M0.78%+96,662+7.4%Added
Merewether Investment Management, LP1,475,360$40.8M2.96%+1,036,760+236.4%Added
UBS Asset Management Americas Inc1,782,550$41.0M0.02%00.0%Unchanged
TCW Group Inc1,565,852$43.3M0.48%+369,333+30.9%Added
Iridian Asset Management LLC1,570,110$43.4M4.04%−539,886−25.6%Reduced
Millennium Management LLC1,579,453$43.7M0.05%−784,491−33.2%Reduced