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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
477
+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: 477 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 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 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, 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
Silvercrest Asset Management Group LLC93,236$2.84M0.02%+51,396+122.8%Added
O'Shaughnessy Asset Management, LLC94,849$2.89M0.04%−404−0.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)95,139$2.90M0.01%+11,526+13.8%Added
CIBC Private Wealth Group, LLC99,228$3.02M0.01%+16,825+20.4%Added
Sumitomo Mitsui Trust Holdings, Inc.135,262$3.11M0.00%+7,300+5.7%Added
Illinois Municipal Retirement Fund103,871$3.16M0.05%00.0%Unchanged
Quantitative Investment Management, LLC104,914$3.19M0.18%+104,914New
Graphene Investments SAS108,800$3.31M2.15%+108,800New
Oliver Luxxe Assets LLC110,007$3.35M0.79%+1,952+1.8%Added
CenterBook Partners LP111,047$3.38M0.41%+69,383+166.5%Added
Wakefield Asset Management LLLP112,103$3.41M1.27%+112,103New
Magnetar Financial LLC113,605$3.46M0.09%+97,434+602.5%Added
Vontobel Holding Ltd.117,814$3.59M0.03%+12,294+11.7%Added
HighTower Advisors, LLC117,861$3.59M0.01%−15,028−11.3%Reduced
Arizona State Retirement System124,851$3.80M0.03%−1,432−1.1%Reduced
PDT Partners, LLC125,558$3.82M0.42%−28,565−18.5%Reduced
Truist Financial Corp130,466$3.97M0.01%+19,454+17.5%Added
Catalyst Capital Advisors LLC131,100$3.99M0.11%−10,500−7.4%Reduced
Boothbay Fund Management, LLC140,833$4.29M0.16%+100,641+250.4%Added
Ensign Peak Advisors, Inc144,170$4.39M0.01%+14,250+11.0%Added
Creative Planning144,993$4.42M0.01%+1,074+0.7%Added
Standard Life Aberdeen plc146,524$4.46M0.01%+75,387+106.0%Added
Teacher Retirement System of Texas155,249$4.73M0.03%−31,606−16.9%Reduced
Walleye Trading LLC155,367$4.73M0.07%−34,702−18.3%Reduced
HSBC Holdings PLC157,917$4.75M0.00%−25,518−13.9%Reduced
Oppenheimer Asset Management Inc.167,644$5.11M0.07%−441−0.3%Reduced
Royal London Asset Management Ltd224,114$5.15M0.01%+31,840+16.6%Added
Gabelli Funds LLC169,500$5.16M0.04%−199,020−54.0%Reduced
AQR Capital Management LLC172,380$5.25M0.01%−28,771−14.3%Reduced
American Century Companies Inc173,139$5.27M0.00%+13,042+8.1%Added
AYAL Capital Advisors Ltd174,500$5.32M4.16%+174,500New
Greenland Capital Management LP181,943$5.54M0.85%+181,943New
Northwestern Mutual Wealth Management Co188,302$5.74M0.01%+4,645+2.5%Added
Federated Hermes, Inc.188,818$5.75M0.01%00.0%Unchanged
Meitav Dash Investments Ltd191,057$5.82M0.09%+520.0%Added
Janney Montgomery Scott LLC193,025$5.88M0.02%+15,598+8.8%Added
Garnet Equity Capital Holdings, Inc.197,800$6.02M6.05%−30,000−13.2%Reduced
Clear Sky Advisers, LLC202,294$6.16M2.88%+202,294New
Baker Avenue Asset Management, LP208,951$6.36M0.28%+51,463+32.7%Added
Seven Eight Capital, LP217,810$6.63M0.77%+217,810New
Squarepoint Ops LLC218,965$6.67M0.03%+210,404+2,457.7%Added
Ion Asset Management Ltd.230,000$7.01M0.59%+230,000New
Leuthold Group, LLC234,574$7.15M0.89%−151−0.1%Reduced
Algert Global LLC250,689$7.64M0.31%+88,200+54.3%Added
Graybill Bartz & Assoc Ltd256,977$7.83M3.47%+406+0.2%Added
Brant Point Investment Management LLC260,420$7.93M1.90%−25,000−8.8%Reduced
Marietta Investment Partners LLC260,999$7.95M1.98%−14,154−5.1%Reduced
National Bank of Canada330,265$8.05M0.01%−73,973−18.3%Reduced
Candelo Capital Management LP265,200$8.08M6.87%+265,200New
Susquehanna Portfolio Strategies, LLC275,541$8.39M0.15%+275,541New
PGGM Investments277,327$8.45M0.13%−34,784−11.1%Reduced
Royal Bank of Canada279,890$8.53M0.00%+61,954+28.4%Added
Deltec Asset Management LLC292,500$8.91M2.00%+104,000+55.2%Added
Two Sigma Advisers, LP297,800$9.07M0.02%+288,200+3,002.1%Added
Ardsley Advisory Partners LP298,500$9.09M1.95%−95,000−24.1%Reduced
Long Focus Capital Management, LLC300,000$9.14M1.18%−75,000−20.0%Reduced
Portolan Capital Management, LLC310,464$9.46M0.83%−55,080−15.1%Reduced
Bridgewater Associates, LP316,460$9.64M0.05%+192,769+155.8%Added
Cozad Asset Management Inc322,452$9.82M1.13%+30,455+10.4%Added
Renaissance Technologies LLC323,054$9.84M0.02%+95,456+41.9%Added
Healthcare of Ontario Pension Plan Trust Fund333,600$10.2M0.04%−127,200−27.6%Reduced
Vestcor Inc333,609$10.2M0.34%+301,650+943.9%Added
Solas Capital Management, LLC335,000$10.2M6.34%+335,000New
Advisor Group Holdings, Inc.335,102$10.2M0.02%−32,637−8.9%Reduced
Kingdon Capital Management, L.L.C.340,000$10.4M1.97%−100,000−22.7%Reduced
Ionic Capital Management LLC342,534$10.4M4.97%−487,151−58.7%Reduced
Jane Street Group, LLC372,391$11.3M0.01%+236,560+174.2%Added
Clayton Partners LLC374,639$11.4M9.24%−42,451−10.2%Reduced
Capital Fund Management S.A.386,468$11.8M0.15%+125,864+48.3%Added
Group One Trading, L.P.392,445$12.0M0.38%+25,614+7.0%Added
State of Wisconsin Investment Board396,448$12.1M0.03%+29,049+7.9%Added
Royce & Associates LP398,003$12.1M0.11%−10,678−2.6%Reduced
California State Teachers Retirement System401,667$12.2M0.02%+4,801+1.2%Added
State of New Jersey Common Pension Fund D403,885$12.3M0.04%−216,649−34.9%Reduced
Citigroup Inc404,245$12.3M0.02%+311,461+335.7%Added
Ameriprise Financial Inc413,877$12.6M0.00%+4,038+1.0%Added
Merewether Investment Management, LP428,039$13.0M0.77%−1,724,121−80.1%Reduced
CWA Asset Management Group, LLC431,474$13.1M0.90%+304,486+239.8%Added
Thrivent Financial for Lutherans447,575$13.6M0.03%−11,217−2.4%Reduced
Tudor Investment Corp Et Al491,884$15.0M0.21%−88,056−15.2%Reduced
Charles Schwab Investment Management Inc492,756$15.0M0.00%−11,980−2.4%Reduced
Bank of New York Mellon Corp501,882$15.3M0.00%+38,618+8.3%Added
Scout Investments, Inc.519,706$15.8M0.40%−120,825−18.9%Reduced
BNP Paribas Arbitrage, SA537,743$16.4M0.03%−110,797−17.1%Reduced
Geode Capital Management, LLC538,039$16.4M0.00%+31,805+6.3%Added
UBS Group AG546,959$16.7M0.01%−44,235−7.5%Reduced
Oribel Capital Management, LP547,600$16.7M1.83%+372,600+212.9%Added
S&T Bank552,785$16.8M3.11%−25,417−4.4%Reduced
Bayberry Capital Partners LP565,000$17.2M5.98%+65,000+13.0%Added
Stifel Financial Corp573,794$17.5M0.02%−18,187−3.1%Reduced
Raymond James & Associates593,439$18.1M0.01%+42,400+7.7%Added
Robeco Institutional Asset Management B.V.596,758$18.2M0.04%−20,201−3.3%Reduced
Point72 Asset Management, L.P.602,390$18.3M0.06%−1,772,728−74.6%Reduced
Susquehanna International Group, LLP605,770$18.5M0.03%+124,268+25.8%Added
ExodusPoint Capital Management, LP629,176$19.2M0.24%+109,017+21.0%Added
Frontier Capital Management Co LLC657,134$20.0M0.20%+848+0.1%Added
Northern Trust Corp660,137$20.1M0.00%−22,748−3.3%Reduced
Woodline Partners LP667,176$20.3M0.22%−377,296−36.1%Reduced
Becker Capital Management Inc706,017$21.5M0.78%−13,483−1.9%Reduced
Perpetual Ltd752,757$22.9M0.24%−220,600−22.7%Reduced