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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 2025

Institutional positions in Flex Ltd. as of Jun 30, 2025. 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
648
+71 vs. Q1 2025
Shares held
377.8M
+2.31M (+0.6%) vs. Q1 2025
Total value
$18.9B
+$6.44B (+51.9%) vs. Q1 2025
New holders
126
206 more added
Sold out
55
221 more reduced

7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 2025: 648 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 heldQ2 2025: $18.9B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Flex Ltd.; share changes are against Q1 2025.

Institutions holding FLEX in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Yousif Capital Management, LLC134,882$6.73M0.07%+1,937+1.5%Added
Deltec Asset Management LLC138,419$6.91M1.23%−25,800−15.7%Reduced
Sequoia Financial Advisors, LLC141,149$7.05M0.05%+33,436+31.0%Added
Public Employees Retirement System of Ohio142,955$7.14M0.02%+133,977+1,492.3%Added
L2 Asset Management, LLC144,865$7.23M1.18%+20,160+16.2%Added
Longbow Finance SA144,876$7.23M0.77%+21,781+17.7%Added
Police & Firemen's Retirement System of New Jersey144,940$7.24M0.07%+144,940New
Arrowstreet Capital, Limited Partnership148,051$7.39M0.01%−17,853−10.8%Reduced
Verition Fund Management LLC148,527$7.41M0.04%+109,209+277.8%Added
State of Tennessee, Treasury Department149,356$7.46M0.03%−10,602−6.6%Reduced
Timber Creek Capital Management LLC149,120$7.54M1.92%+60.0%Added
Teacher Retirement System of Texas154,776$7.73M0.03%−16,841−9.8%Reduced
Calamos Advisors LLC156,500$7.81M0.03%+46,500+42.3%Added
Jane Street Group, LLC158,350$7.90M0.01%+84,672+114.9%Added
Brandywine Global Investment Management, LLC158,848$7.93M0.06%+15,637+10.9%Added
Creative Planning160,619$8.02M0.01%+15,256+10.5%Added
Thrivent Financial for Lutherans162,886$8.13M0.02%−29,980−15.5%Reduced
HSBC Holdings PLC169,426$8.46M0.01%−70,364−29.3%Reduced
Renaissance Group LLC175,521$8.76M0.34%+31,095+21.5%Added
Amalgamated Bank176,269$8.80M0.07%+20,910+13.5%Added
Treasurer of the State of North Carolina178,050$8.89M0.03%+178,050New
Amundi177,130$8.99M0.00%−466,185−72.5%Reduced
Moran Wealth Management, LLC186,056$9.29M0.29%−15,830−7.8%Reduced
Royce & Associates LP186,859$9.33M0.10%−47,008−20.1%Reduced
Baker Avenue Asset Management, LP187,881$9.38M0.27%−16,804−8.2%Reduced
Meitav Dash Investments Ltd188,075$9.39M0.14%00.0%Unchanged
Prudential Financial Inc189,280$9.45M0.01%+40,330+27.1%Added
Oppenheimer Asset Management Inc.190,244$9.50M0.11%−5,989−3.1%Reduced
Mutual of America Capital Management LLC190,519$9.51M0.10%−6,660−3.4%Reduced
Graybill Bartz & Assoc Ltd192,083$9.59M3.13%−10,880−5.4%Reduced
Russell Investments Group, Ltd.192,909$9.63M0.01%−43,441−18.4%Reduced
Leuthold Group, LLC197,916$9.88M1.18%−3,080−1.5%Reduced
Algert Global LLC198,145$9.89M0.21%+147,560+291.7%Added
AQR Capital Management LLC199,104$9.94M0.01%−301,066−60.2%Reduced
Raiffeisen Bank International AG205,548$10.1M0.15%−280.0%Reduced
SG Americas Securities, LLC204,279$10.2M0.04%+188,985+1,235.7%Added
Royal London Asset Management Ltd205,538$10.3M0.02%−13,507−6.2%Reduced
MetLife Investment Management206,261$10.3M0.06%+411+0.2%Added
Schroder Investment Management Group209,874$10.5M0.01%−66,960−24.2%Reduced
Brown Advisory Inc210,137$10.5M0.01%−15,540−6.9%Reduced
Federated Hermes, Inc.212,948$10.6M0.02%−13,643−6.0%Reduced
State of Wisconsin Investment Board219,475$11.0M0.03%−10,583−4.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.220,981$11.0M0.04%−92,913−29.6%Reduced
Susquehanna International Group, LLP225,955$11.3M0.02%+225,955New
Universal- Beteiligungs- und Servicegesellschaft mbH226,704$11.3M0.02%−18,420−7.5%Reduced
Brant Point Investment Management LLC227,521$11.4M2.59%+4,521+2.0%Added
Janney Montgomery Scott LLC227,690$11.4M0.03%+4,875+2.2%Added
Manufacturers Life Insurance Company, The228,730$11.4M0.01%−5,745−2.5%Reduced
S&T Bank231,007$11.5M3.51%−22,055−8.7%Reduced
AXA S.A.231,962$11.6M0.03%−3,750−1.6%Reduced
Concentric Capital Strategies, LP236,740$11.8M0.67%+236,740New
Kingdon Capital Management, L.L.C.240,000$12.0M2.31%−30,000−11.1%Reduced
Cinctive Capital Management LP245,739$12.3M0.69%+245,739New
Danske Bank A/S247,523$12.4M0.03%+209,674+554.0%Added
D. Scott Neal, Inc.267,751$13.4M6.66%+9,200+3.6%Added
BNP Paribas Arbitrage, SA280,916$14.0M0.01%+42,712+17.9%Added
Hancock Whitney Corp283,192$14.1M0.27%+283,192New
National Bank of Canada291,375$14.5M0.02%−62,948−17.8%Reduced
LMR Partners LLP300,000$15.0M0.23%+300,000New
Van Eck Associates Corp300,330$15.0M0.02%+300,330New
Bridgewater Associates, LP307,742$15.4M0.06%−148,378−32.5%Reduced
Tocqueville Asset Management L.P.315,226$15.7M0.24%+855+0.3%Added
Standard Life Aberdeen plc339,270$16.9M0.03%+18,382+5.7%Added
Voloridge Investment Management, LLC349,835$17.5M0.06%+349,835New
New York State Teachers Retirement System358,329$17.9M0.04%+2,784+0.8%Added
Cozad Asset Management Inc358,520$17.9M1.56%+18,686+5.5%Added
California State Teachers Retirement System366,853$18.3M0.02%+24,044+7.0%Added
Price T Rowe Associates Inc381,509$19.0M0.00%+164,553+75.8%Added
Stifel Financial Corp390,283$19.5M0.02%−53,269−12.0%Reduced
Robeco Institutional Asset Management B.V.392,938$19.6M0.03%−72,310−15.5%Reduced
Blue Door Asset Management, LLC418,250$20.9M11.95%+17,400+4.3%Added
Logan Capital Management Inc420,468$21.0M0.98%−43,154−9.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund430,165$21.5M0.04%+430,165New
Retirement Systems of Alabama468,238$23.4M0.08%+1,955+0.4%Added
Portolan Capital Management, LLC480,604$24.0M1.50%+199,696+71.1%Added
Frontier Capital Management Co LLC486,689$24.3M0.22%−74,375−13.3%Reduced
Park West Asset Management LLC500,000$25.0M1.90%+62,500+14.3%Added
Citadel Advisors LLC515,685$25.7M0.02%−1,570,457−75.3%Reduced
Walleye Capital LLC548,875$27.4M0.25%+530,736+2,925.9%Added
Los Angeles Capital Management LLC593,880$29.6M0.11%+593,880New
Becker Capital Management Inc601,828$30.0M0.94%−26,510−4.2%Reduced
Woodline Partners LP624,745$31.2M0.16%+624,745New
Man Group plc644,939$32.2M0.07%+320,953+99.1%Added
Storebrand Asset Management AS658,406$32.9M0.10%+35,041+5.6%Added
Raymond James Financial Inc664,979$33.2M0.01%−59,715−8.2%Reduced
LPL Financial LLC672,665$33.6M0.01%−441,113−39.6%Reduced
Ameriprise Financial Inc687,592$34.3M0.01%−37,223−5.1%Reduced
Cartenna Capital, LP700,000$34.9M2.14%+700,000New
J. Safra Sarasin Holding AG710,620$35.5M0.61%−401,703−36.1%Reduced
Swiss National Bank731,914$36.5M0.02%−19,400−2.6%Reduced
Goldman Sachs Group Inc758,941$37.9M0.01%−520,196−40.7%Reduced
Royal Bank of Canada767,906$38.3M0.01%+100,099+15.0%Added
Caisse de Depot Et Placement du Quebec806,900$40.3M0.09%+80,678+11.1%Added
California Public Employees Retirement System844,558$42.2M0.03%+66,724+8.6%Added
Clear Harbor Asset Management, LLC861,984$43.0M3.24%−5,313−0.6%Reduced
Capital International Investors864,879$43.2M0.01%+710.0%Added
Principal Financial Group Inc868,548$43.4M0.02%+5,916+0.7%Added
Barclays PLC995,229$49.7M0.02%−48,848−4.7%Reduced
Rhumbline Advisers1,030,856$51.5M0.04%+321,287+45.3%Added
DekaBank Deutsche Girozentrale1,067,652$53.0M0.09%−46,604−4.2%Reduced