Filing Research | ESAB - ESAB CORPORATION Institutional Holdings

Snapshot holdings

50 / 64 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	797.8KSH	$78.5M
2	Boston Trust Walden Corp	Shares	231.3KSH	$22.8M
3	FENIMORE ASSET MANAGEMENT INC	Shares	141.1KSH	$13.9M
4	Hudson Value Partners, LLC	Shares	65.7KSH	$6.5M
5	Defender Capital, LLC.	Shares	36.6KSH	$3.6M
6	Oak Thistle LLC	Shares	32.8KSH	$3.2M
7	JOHNSON INVESTMENT COUNSEL INC	Shares	28.1KSH	$2.8M
8	Police & Firemen's Retirement System of New Jersey	Shares	26.2KSH	$2.6M
9	Diversified Trust Co	Shares	23.9KSH	$2.4M
10	Vest Financial, LLC	Shares	20.3KSH	$2.0M
11	Louisiana State Employees Retirement System	Shares	16.7KSH	$1.6M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	15.9KSH	$1.6M
13	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	14.7KSH	$1.5M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	13.7KSH	$1.4M
15	Lincoln Capital LLC	Shares	12.6KSH	$1.2M
16	Dynamic Advisor Solutions LLC	Shares	11.1KSH	$1.1M
17	SeaBridge Investment Advisors LLC	Shares	8.6KSH	$843.5K
18	FIRST CITIZENS BANK & TRUST CO	Shares	8.3KSH	$817.0K
19	Envestnet Portfolio Solutions, Inc.	Shares	8.1KSH	$799.9K
20	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.1KSH	$598.4K
21	Intrinsic Value Partners, LLC	Shares	4.4KSH	$436.4K
22	Crossmark Global Holdings, Inc.	Shares	4.2KSH	$410.5K
23	GC Wealth Management RIA, LLC	Shares	4.0KSH	$398.4K
24	SECURIAN ASSET MANAGEMENT, INC	Shares	4.2KSH	$377.9K
25	MOODY NATIONAL BANK TRUST DIVISION	Shares	3.1KSH	$303.4K
26	ASPIRIANT, LLC	Shares	2.7KSH	$262.9K
27	Wellspring Financial Advisors, LLC	Shares	2.1KSH	$210.5K
28	SIGNATUREFD, LLC	Shares	1.3KSH	$130.9K
29	HM PAYSON & CO	Shares	1.0KSH	$101.9K
30	GAMMA Investing LLC	Shares	721SH	$71.1K
31	Farther Finance Advisors, LLC	Shares	678SH	$66.8K
32	Blue Trust, Inc.	Shares	461SH	$45.5K
33	SBI Securities Co., Ltd.	Shares	334SH	$32.9K
34	EverSource Wealth Advisors, LLC	Shares	194SH	$19.1K
35	Versant Capital Management, Inc	Shares	188SH	$18.5K
36	FIRST HORIZON CORP	Shares	135SH	$13.3K
37	Retirement Wealth Solutions LLC	Shares	81SH	$8.0K
38	LRI Investments, LLC	Shares	65SH	$6.4K
39	Cedar Mountain Advisors, LLC	Shares	64SH	$6.3K
40	JFS WEALTH ADVISORS, LLC	Shares	61SH	$6.0K
41	FARMERS & MERCHANTS INVESTMENTS INC	Shares	49SH	$4.8K
42	WOLFF WIESE MAGANA LLC	Shares	46SH	$4.5K
43	MassMutual Private Wealth & Trust, FSB	Shares	42SH	$4.1K
44	Fortitude Family Office, LLC	Shares	34SH	$3.4K
45	State of Alaska, Department of Revenue	Shares	30.7KSH	$3.0K
46	AMALGAMATED BANK	Shares	25.3KSH	$2.5K
47	Hunter Perkins Capital Management, LLC	Shares	21.6KSH	$2.1K
48	SJS Investment Consulting Inc.	Shares	21SH	$2.1K
49	Handelsbanken Fonder AB	Shares	19.4KSH	$1.9K
50	Ares Financial Consulting, LLC	Shares	15SH	$1.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 75 loaded

#		Instrument
1	DAVENPORT & Co LLC added	Shares	+123.3K	+$13.3M	$78.5M
2	FENIMORE ASSET MANAGEMENT INC added	Shares	+38.5K	+$4.0M	$13.9M
3	Oak Thistle LLC new	Shares	+32.8K	+$3.2M	$3.2M
4	Hudson Value Partners, LLC added	Shares	+10.9K	+$1.2M	$6.5M
5	Vest Financial, LLC added	Shares	+7.5K	+$761.3K	$2.0M
6	Defender Capital, LLC. added	Shares	+6.9K	+$736.8K	$3.6M
7	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+6.1K	+$598.4K	$598.4K
8	Diversified Trust Co added	Shares	+3.1K	+$347.0K	$2.4M
9	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+2.9K	+$308.5K	$1.5M
10	Wellspring Financial Advisors, LLC new	Shares	+2.1K	+$210.5K	$210.5K
11	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$192.8K	$2.6M
12	SIGNATUREFD, LLC added	Shares	+1.3K	+$124.7K	$130.9K
13	JOHNSON INVESTMENT COUNSEL INC added	Shares	+585	+$111.9K	$2.8M
14	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+540	+$58.3K	$303.4K
15	Dynamic Advisor Solutions LLC added	Shares	+328	+$53.6K	$1.1M
16	Louisiana State Employees Retirement System added	Shares	+200	+$52.2K	$1.6M
17	Lincoln Capital LLC trimmed	Shares	-32	+$21.8K	$1.2M
18	Crossmark Global Holdings, Inc. added	Shares	+129	+$20.6K	$410.5K
19	FIRST CITIZENS BANK & TRUST CO added	Shares	+10	+$17.3K	$817.0K
20	Envestnet Portfolio Solutions, Inc. added	Shares	+10	+$16.9K	$799.9K
21	SeaBridge Investment Advisors LLC unchanged	Shares	0	+$16.8K	$843.5K
22	FIRST HORIZON CORP added	Shares	+120	+$11.9K	$13.3K
23	Intrinsic Value Partners, LLC unchanged	Shares	0	+$8.7K	$436.4K
24	ASPIRIANT, LLC added	Shares	+21	+$7.3K	$262.9K
25	GC Wealth Management RIA, LLC trimmed	Shares	-48	+$3.3K	$398.4K
26	HM PAYSON & CO unchanged	Shares	0	+$2.0K	$101.9K
27	Fortitude Family Office, LLC added	Shares	+17	+$1.7K	$3.4K
28	GAMMA Investing LLC trimmed	Shares	-5	+$937	$71.1K
29	Blue Trust, Inc. unchanged	Shares	0	+$908	$45.5K
30	Creative Capital Management Investments LLC new	Shares	+9	+$888	$888
31	Hunter Perkins Capital Management, LLC added	Shares	+7.3K	+$744	$2.1K
32	SBI Securities Co., Ltd. unchanged	Shares	0	+$658	$32.9K
33	Cromwell Holdings LLC added	Shares	+6	+$609	$1.5K
34	SJS Investment Consulting Inc. added	Shares	+5	+$525	$2.1K
35	LRI Investments, LLC added	Shares	+3	+$418	$6.4K
36	Retirement Wealth Solutions LLC unchanged	Shares	0	+$160	$8.0K
37	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+1	+$147	$147
38	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$126	$6.3K
39	Sachetta, LLC new	Shares	+1	+$99	$99
40	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$90	$4.5K
41	Handelsbanken Fonder AB unchanged	Shares	0	+$38	$1.9K
42	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$27	$1.4K
43	AMALGAMATED BANK trimmed	Shares	-341	+$17	$2.5K
44	Quaker Wealth Management, LLC unchanged	Shares	0	+$12	$592
45	Torren Management, LLC unchanged	Shares	0	+$6	$297
46	GHP Investment Advisors, Inc. unchanged	Shares	0	+$4	$198
47	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-1	$0	$4.8K
48	Citadel Investment Advisory, Inc. trimmed	Shares	-99	-$3	$300
49	CX Institutional trimmed	Shares	-101	-$9	$8
50	Ares Financial Consulting, LLC unchanged	Shares	0	-$36	$1.5K

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