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FLEX — Flex Ltd Institutional Holders · Q3 2026

Who owns Flex Ltd (FLEX)? 39 institutions reported holding $16.85M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Insight Wealth Strategies, LLC ($5.7M), Farther Finance Advisors, LLC ($1.7M), Valeo Financial Advisors, LLC ($1.4M).

RankInstitutionValueSharesChange
1Insight Wealth Strategies, LLC$5.7M52,016Added
2Farther Finance Advisors, LLC$1.7M15,415Trimmed
3Valeo Financial Advisors, LLC$1.4M12,444Added
4Veracity Capital LLC$1.3M11,696Trimmed
5GAMMA Investing LLC$1.0M9,472Trimmed
6Green Alpha Advisors, LLC$1.0M9,361Trimmed
7Whalen Wealth Management Inc.$898,8868,172Trimmed
8Shelter Rock Management, LLC$824,4917,140Trimmed
9Central Pacific Bank - Trust Division$757,9416,891Added
10Retireful, LLC$358,5673,260Trimmed
11Venture Visionary Partners LLC$330,1903,002Added
12Vilga Financial Planning LLC$322,3812,931Trimmed
13Wedmont Private Capital$305,0942,659Added
14Douglas Lane & Associates, LLC$216,5701,969Hold
15Bullock Wealth Management Group$153,1551,358Trimmed
16Versant Capital Management, Inc$127,0381,155Added
17ARMSTRONG ADVISORY GROUP, INC$121,9791,109Hold
18MassMutual Private Wealth & Trust, FSB$86,122783Added
19CoreCap Advisors, LLC$60,165547Trimmed
20CX Institutional$31,000284Added
21Rosenberg Matthew Hamilton$28,927263Hold
22BURKETT FINANCIAL SERVICES, LLC$24,857226New
23Retirement Wealth Solutions LLC$18,919172New
24GILPIN WEALTH MANAGEMENT, LLC$15,179138Added
25Planning Strategies Inc.$7,03964Added

Source: SEC Form 13F filings · as of 2026-09-30