Ticker · CUSIP 29605J106
Holders (tracked)
12
Combined shares
8,067,431
Combined value
$248.08M
Last close
$98.93
Quarter
2025Q4
Tracked holders · last 8 quarters
+1 vs previous quarter over the last 8.
Price is +221.7% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
23 events
- Steve Cohen (Point72) added2026-02-17+91,462 shares · 2025Q413F
- Ken Griffin (Citadel Advisors) added2026-02-17+35,907 shares · 2025Q413F
- D.E. Shaw & Co. added2026-02-17+137,897 shares · 2025Q413F
- AQR Capital Management added2026-02-17+293,920 shares · 2025Q413F
- +15,363 shares · 2025Q413F
- Izzy Englander (Millennium Mgmt) trimmed2026-02-17−60,208 shares · 2025Q413F
- Two Sigma Investments trimmed2026-02-17−77,412 shares · 2025Q413F
- T. Rowe Price added2026-02-17+613,327 shares · 2025Q413F
- Ray Dalio (Bridgewater Associates) added2026-02-13+20,380 shares · 2025Q413F
- Renaissance Technologies added2026-02-12+63,800 shares · 2025Q413F
- Norges Bank (Norway SWF) opened position2026-02-10+767,028 shares · 2025Q413F
- Mario Gabelli (GAMCO) trimmed2026-02-05−22 shares · 2025Q413F
- −48,725 shares · 2025Q313F
- Steve Cohen (Point72) opened position2025-11-14+7,060 shares · 2025Q313F
- Two Sigma Investments added2025-11-14+54,286 shares · 2025Q313F
- D.E. Shaw & Co. added2025-11-14+86,843 shares · 2025Q313F
- Izzy Englander (Millennium Mgmt) added2025-11-14+414,759 shares · 2025Q313F
- T. Rowe Price trimmed2025-11-14−1,405,103 shares · 2025Q313F
- AQR Capital Management trimmed2025-11-14−13,024 shares · 2025Q313F
- Renaissance Technologies trimmed2025-11-13−14,900 shares · 2025Q313F
- Norges Bank (Norway SWF) exited2025-11-13−695,266 shares · 2025Q313F
- +2,601 shares · 2025Q313F
- Mario Gabelli (GAMCO) trimmed2025-11-12−211 shares · 2025Q313F
Insider activity
No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of ESAB…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| T. Rowe Price | 2022Q2 | $0.46 | +21540.8% | $579.0M |
| Mario Gabelli (GAMCO) | 2022Q2 | $79.39 | +24.6% | $529K |
| Renaissance Technologies | 2022Q2 | $90.63 | +9.2% | $8.3M |
| Two Sigma Investments | 2022Q3 | $102.98 | -3.9% | $6.3M |
| AQR Capital Management | 2022Q2 | $108.82 | -9.1% | $31.7M |
| Steve Cohen (Point72) | 2023Q3 | $110.07 | -10.1% | $9.7M |
| Izzy Englander (Millennium Mgmt) | 2022Q2 | $111.27 | -11.1% | $36.8M |
| Ray Dalio (Bridgewater Associates) | 2025Q3 | $111.72 | -11.5% | $2.3M |
| Ken Griffin (Citadel Advisors) | 2022Q2 | $111.83 | -11.5% | $15.8M |
| D.E. Shaw & Co. | 2022Q2 | $113.50 | -12.8% | $30.2M |
| Paul Tudor Jones (Tudor Investment) | 2025Q2 | $120.55 | -17.9% | $1.5M |
| Norges Bank (Norway SWF) | 2022Q2 | $26540.63 | -99.6% | $75.9M |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions2
- Norges Bank (Norway SWF)+767,028$85.7M
- Paul Tudor Jones (Tudor Investment)+15,363$1.7M
Added to7
- AQR Capital Management+293,920$32.8M
- D.E. Shaw & Co.+137,897$15.4M
- Steve Cohen (Point72)+91,462$10.2M
- Renaissance Technologies+63,800$7.1M
- Ken Griffin (Citadel Advisors)+35,907$4.0M
- Ray Dalio (Bridgewater Associates)+20,380$2.3M
- T. Rowe Price+613,327$69K
Trimmed3
- Two Sigma Investments−77,412$8.6M
- Izzy Englander (Millennium Mgmt)−60,208$6.7M
- Mario Gabelli (GAMCO)−22$2K
Exited0
—
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q2 | 12 | $20.85B |
| 2022Q3 | 13 | $15.7M |
| 2022Q4 | 13 | $291.8M |
| 2023Q1 | 12 | $332.4M |
| 2023Q2 | 11 | $322.8M |
| 2023Q3 | 12 | $366.7M |
| 2023Q4 | 11 | $473.4M |
| 2024Q1 | 11 | $587.6M |
| 2024Q2 | 12 | $532.5M |
| 2024Q3 | 11 | $47.6M |
| 2024Q4 | 9 | $107.4M |
| 2025Q1 | 7 | $24.3M |
| 2025Q2 | 11 | $128.7M |
| 2025Q3 | 11 | $104.3M |
| 2025Q4 | 12 | $248.1M |
Who owns ESAB
12 super-investors · 2025Q4
Tracked stake
8.07M
shares
Combined value
$248M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New2Added7Trim3
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Norges Bank Norway SWF | 767.0K | $86M |
| 2 | Izzy Englander Millennium Mgmt | 372.1K | $42M |
| 3 | AQR Capital Management | 320.5K | $36M |
| 4 | D.E. Shaw & Co. | 304.9K | $34M |
| 5 | Ken Griffin Citadel Advisors | 160.2K | $18M |
| 6 | Steve Cohen Point72 | 98.5K | $11M |
| 7 | Renaissance Technologies | 84.3K | $9M |
| 8 | Two Sigma Investments | 63.5K | $7M |
| 9 | Ray Dalio Bridgewater Associates | 23.0K | $3M |
| 10 | Paul Tudor Jones Tudor Investment | 15.4K | $2M |
| 11 | T. Rowe Price | 5.85M | $654K |
| 12 | Mario Gabelli GAMCO | 5.3K | $597K |
Recent moves
20 transactions
- −77,412 · 2025Q4
- −60,208 · 2025Q4
- +91,462 · 2025Q4
- +15,363 · 2025Q4
- +137,897 · 2025Q4
- +613,327 · 2025Q4
- +35,907 · 2025Q4
- +293,920 · 2025Q4
- +20,380 · 2025Q4
- +63,800 · 2025Q4
- +767,028 · 2025Q4
- −22 · 2025Q4
- −48,725 · 2025Q3
- −13,024 · 2025Q3
- +7,060 · 2025Q3
- +54,286 · 2025Q3
- +86,843 · 2025Q3
- +414,759 · 2025Q3
- TRIMT. Rowe Price−1,405,103 · 2025Q3
- +2,601 · 2025Q3
Embed this chart
Paste this iframe anywhere to embed the live ESAB chart.
<iframe src="https://openstocks.me/embed/stock/ESAB" width="100%" height="480" frameborder="0" loading="lazy" title="ESAB chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>