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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 2023

Institutional positions in Flex Ltd. as of Dec 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
476
+33 vs. Q3 2023
Shares held
399.6M
−10.9M (−2.6%) vs. Q3 2023
Total value
$12.0B
+$937.2M (+8.5%) vs. Q3 2023
New holders
84
150 more added
Sold out
51
175 more reduced

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 476 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: 441 institutionsQ3 2023: 450 institutionsQ4 2023: 476 institutionsQ1 2024: 472 institutionsQ2 2024: 474 institutionsQ3 2024: 500 institutionsQ4 2024: 570 institutionsQ1 2025: 583 institutionsQ2 2025: 648 institutionsQ3 2025: 700 institutionsQ4 2025: 765 institutionsQ1 2026: 788 institutionsQ2 2026: 1,123 institutions
Value heldQ4 2023: $12.0B
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 2025583$12.4B
Q4 2024570$15.1B
Q3 2024500$13.0B
Q2 2024474$11.5B
Q1 2024472$11.3B
Q4 2023476$12.0B
Q3 2023450$11.1B
Q2 2023441$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 2023

Shares, value and share of portfolio for each institution holding Flex Ltd.; share changes are against Q3 2023.

Institutions holding FLEX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Primecap Management Co45,139,254$1.37B1.09%−961,130−2.1%Reduced
FMR LLC43,339,783$1.32B0.10%−1,322,874−3.0%Reduced
Janus Henderson Group PLC28,096,966$855.9M0.51%+1,276,726+4.8%Added
Wellington Management Group LLP24,101,224$734.1M0.14%−1,056,702−4.2%Reduced
Victory Capital Management Inc14,400,811$438.6M0.46%−692,914−4.6%Reduced
Alliancebernstein L.P.11,442,215$348.5M0.13%+399,935+3.6%Added
Boston Partners8,967,046$272.9M0.36%+624,414+7.5%Added
Sachem Head Capital Management LP8,390,000$255.6M12.92%+6,415,000+324.8%Added
Dimensional Fund Advisors LP7,856,387$239.3M0.07%−686,689−8.0%Reduced
BlackRock Inc.7,374,161$224.6M0.01%−5,483,970−42.6%Reduced
Bank of America Corp7,251,455$220.9M0.03%−267,529−3.6%Reduced
LSV Asset Management7,047,273$214.7M0.47%+51,068+0.7%Added
Lyrical Asset Management LP9,442,963$209.2M3.41%−439,446−4.4%Reduced
Massachusetts Financial Services Co6,842,799$208.4M0.07%−79,827−1.2%Reduced
Voya Investment Management LLC6,556,472$199.7M0.21%+195,285+3.1%Added
Franklin Resources Inc6,519,360$198.6M0.09%−1,037,935−13.7%Reduced
Vanguard Group Inc5,829,503$177.6M0.00%+248,233+4.4%Added
Nuveen Asset Management, LLC5,598,056$170.5M0.05%+115,122+2.1%Added
Invesco Ltd.5,546,440$168.9M0.04%−5,105,465−47.9%Reduced
Norges Bank5,416,939$165.0M0.03%+128,678+2.4%Added
Macquarie Group Ltd4,669,249$142.2M0.16%−1,684,856−26.5%Reduced
D. E. Shaw & Co., Inc.4,204,298$128.1M0.18%+80,114+1.9%Added
State Street Corp3,993,875$121.7M0.01%+129,663+3.4%Added
Sound Shore Management Inc3,872,034$117.9M4.09%+128,766+3.4%Added
Qube Research & Technologies Ltd3,222,901$98.2M0.22%+1,407,310+77.5%Added
Earnest Partners LLC4,412,337$97.8M0.49%−13,554−0.3%Reduced
JPMorgan Chase & Co2,984,375$90.9M0.01%+1,740,612+139.9%Added
Legal & General Group Plc2,661,217$81.1M0.03%+369,312+16.1%Added
Citadel Advisors LLC2,571,678$78.3M0.08%−335,381−11.5%Reduced
California Public Employees Retirement System2,423,404$73.8M0.06%+944,928+63.9%Added
FIL Ltd2,320,127$70.7M0.07%−119,541−4.9%Reduced
Park West Asset Management LLC2,187,770$66.6M6.53%−2,510,733−53.4%Reduced
Schonfeld Strategic Advisors LLC2,059,353$62.7M0.52%+649,717+46.1%Added
Sessa Capital IM, L.P.2,000,000$60.9M2.84%−1,000,000−33.3%Reduced
Morgan Stanley1,973,564$60.1M0.01%−1,184,713−37.5%Reduced
40 North Management LLC1,950,000$59.4M3.80%−1,280,000−39.6%Reduced
Brandes Investment Partners, LP1,936,148$59.0M0.90%+409,435+26.8%Added
Allianz Asset Management GmbH2,397,845$57.9M0.11%−291,715−10.8%Reduced
DekaBank Deutsche Girozentrale1,904,370$57.4M0.12%−148,159−7.2%Reduced
Clark Capital Management Group, Inc.1,852,975$56.4M0.46%+66,189+3.7%Added
Millennium Management LLC1,833,197$55.8M0.05%+213,263+13.2%Added
UBS Asset Management Americas Inc1,742,088$53.1M0.02%−2,833−0.2%Reduced
Two Sigma Investments, LP1,572,122$47.9M0.12%+1,343,927+588.9%Added
Envestnet Asset Management Inc1,564,820$47.7M0.02%+457,837+41.4%Added
Wells Fargo & Company1,541,624$47.0M0.01%−62,837−3.9%Reduced
Holocene Advisors, LP1,339,255$40.8M0.16%+498,721+59.3%Added
Goldman Sachs Group Inc1,295,804$39.5M0.01%−958,649−42.5%Reduced
Balyasny Asset Management LLC1,279,601$39.0M0.11%−16,952−1.3%Reduced
New York State Common Retirement Fund1,255,028$38.2M0.05%−78,007−5.9%Reduced
SEI Investments Co1,239,353$37.8M0.06%−47,290−3.7%Reduced
Alyeska Investment Group, L.P.1,218,826$37.1M0.25%+1,218,826New
Cookson Peirce & Co Inc1,134,565$34.6M2.09%−17,816−1.5%Reduced
Duquesne Family Office LLCSuperinvestorDuquesne Family Office1,134,400$34.6M1.11%+1,134,400New
Troluce Capital Advisors LLC1,125,000$34.3M14.24%+574,308+104.3%Added
Man Group plc1,116,003$34.0M0.10%––
Walleye Capital LLC1,112,956$33.9M0.48%+722,803+185.3%Added
Shannon River Fund Management LLC1,111,523$33.9M9.37%−375,138−25.2%Reduced
Arrowstreet Capital, Limited Partnership1,073,157$32.7M0.03%−1,562,699−59.3%Reduced
Tocqueville Asset Management L.P.1,063,920$32.4M0.59%−806−0.1%Reduced
Storebrand Asset Management AS1,025,250$31.2M0.11%−112,650−9.9%Reduced
Nishkama Capital, LLC1,010,097$30.8M7.99%+803,884+389.8%Added
TCW Group Inc991,968$30.2M0.34%−72,630−6.8%Reduced
Thompson Siegel & Walmsley LLC980,771$29.9M0.48%−237,974−19.5%Reduced
Barclays PLC969,313$29.5M0.02%+466,756+92.9%Added
LPL Financial LLC962,233$29.3M0.02%+11,585+1.2%Added
Pzena Investment Management LLC941,135$28.7M0.11%−2,226,628−70.3%Reduced
Cinctive Capital Management LP914,613$27.9M1.95%+256,389+39.0%Added
Sora Investors LLC900,000$27.4M4.62%+900,000New
Clear Harbor Asset Management, LLC891,313$27.1M2.60%−6,875−0.8%Reduced
LMR Partners LLP886,896$27.0M0.68%+545,110+159.5%Added
Swiss National Bank880,214$26.8M0.02%−94,600−9.7%Reduced
Amundi1,128,098$26.8M0.01%+79,654+7.6%Added
Capital International Investors864,808$26.3M0.01%00.0%Unchanged
Voloridge Investment Management, LLC850,339$25.9M0.10%+813,890+2,233.0%Added
Credit Suisse AG838,987$25.6M0.02%+51,617+6.6%Added
Iridian Asset Management LLC837,842$25.5M4.63%−19,338−2.3%Reduced
Blue Door Asset Management, LLC806,150$24.6M18.07%+40,000+5.2%Added
Perpetual Ltd752,757$22.9M0.24%−220,600−22.7%Reduced
Becker Capital Management Inc706,017$21.5M0.78%−13,483−1.9%Reduced
Woodline Partners LP667,176$20.3M0.22%−377,296−36.1%Reduced
Northern Trust Corp660,137$20.1M0.00%−22,748−3.3%Reduced
Frontier Capital Management Co LLC657,134$20.0M0.20%+848+0.1%Added
ExodusPoint Capital Management, LP629,176$19.2M0.24%+109,017+21.0%Added
Susquehanna International Group, LLP605,770$18.5M0.03%+124,268+25.8%Added
Point72 Asset Management, L.P.602,390$18.3M0.06%−1,772,728−74.6%Reduced
Robeco Institutional Asset Management B.V.596,758$18.2M0.04%−20,201−3.3%Reduced
Raymond James & Associates593,439$18.1M0.01%+42,400+7.7%Added
Stifel Financial Corp573,794$17.5M0.02%−18,187−3.1%Reduced
Bayberry Capital Partners LP565,000$17.2M5.98%+65,000+13.0%Added
S&T Bank552,785$16.8M3.11%−25,417−4.4%Reduced
Oribel Capital Management, LP547,600$16.7M1.83%+372,600+212.9%Added
UBS Group AG546,959$16.7M0.01%−44,235−7.5%Reduced
Geode Capital Management, LLC538,039$16.4M0.00%+31,805+6.3%Added
BNP Paribas Arbitrage, SA537,743$16.4M0.03%−110,797−17.1%Reduced
Scout Investments, Inc.519,706$15.8M0.40%−120,825−18.9%Reduced
Bank of New York Mellon Corp501,882$15.3M0.00%+38,618+8.3%Added
Charles Schwab Investment Management Inc492,756$15.0M0.00%−11,980−2.4%Reduced
Tudor Investment Corp Et Al491,884$15.0M0.21%−88,056−15.2%Reduced
Thrivent Financial for Lutherans447,575$13.6M0.03%−11,217−2.4%Reduced
CWA Asset Management Group, LLC431,474$13.1M0.90%+304,486+239.8%Added