DaveManuel.com · Institutional Ownership · Who Owns It
GATES INDL CORP PLC (GTES)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
384
Reporting holders
$7.2B
Reported value
101.0%
Of shares outstanding
0.5%
Calls
0.3%
Puts
-5
Holder change
Institutions report 255,804,382 shares against 253,151,170 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $841.7M | 30,092,179 | 0.01% | 8q | +1.2%+$10.1M |
| FMR LLC | $548.1M | 19,596,691 | 0.02% | 18q | +8.8%+$44.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $366.3M | 13,097,099 | 0.02% | 2q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $333.6M | 11,926,097 | 0.06% | 31q | +3.3%+$10.6M |
| Allspring Global Investments Holdings, LLC | $329.3M | 12,129,865 | 0.51% | 19q | -3.7%-$12.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $322.1M | 11,516,480 | 0.01% | 2q | +0.9%+$2.7M |
| STATE STREET CORP | $234.3M | 8,378,222 | 0.01% | 31q | +3.8%+$8.7M |
| JPMORGAN CHASE & CO | $231.6M | 8,216,924 | 0.01% | 31q | +8.6%+$18.4M |
| Invesco Ltd. | $201.7M | 7,210,121 | 0.02% | 31q | +9.5%+$17.5M |
| NEUBERGER BERMAN GROUP LLC | $200.5M | 7,169,311 | 0.13% | 31q | -11.3%-$25.4M |
| FIDUCIARY MANAGEMENT INC /WI/ | $173.1M | 6,189,245 | 2.46% | new | NEW |
| Jupiter Topco LLC | $149.3M | 5,338,369 | 0.06% | new | FIRST |
| FRANKLIN RESOURCES INC | $135.7M | 4,852,944 | 0.03% | 9q | -36.3%-$77.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $125.4M | 4,481,215 | 0.01% | 31q | HELD |
| JENNISON ASSOCIATES LLC | $118.3M | 4,228,443 | 0.07% | 10q | +8.3%+$9.1M |
| GW&K Investment Management, LLC | $107.0M | 3,826,871 | 0.84% | 22q | -5.0%-$5.6M |
| Channing Capital Management, LLC | $99.0M | 3,540,056 | 2.28% | 8q | -2.8%-$2.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $96.4M | 3,445,593 | 0.14% | 3q | -2.7%-$2.7M |
| NORGES BANK | $95.1M | 3,400,574 | 0.01% | 18q | -2.4%-$2.4M |
| GOLDMAN SACHS GROUP INC | $90.4M | 3,233,329 | 0.01% | 31q | +33.7%+$22.8M |
| AQR CAPITAL MANAGEMENT LLC | $90.0M | 3,216,861 | 0.03% | 29q | -6.9%-$6.7M |
| AMERICAN CENTURY COMPANIES INC | $88.3M | 3,158,452 | 0.04% | 22q | +83.5%+$40.2M |
| Van Berkom & Associates Inc. | $86.9M | 3,107,571 | 2.80% | 3q | -49.9%-$86.4M |
| VOYA INVESTMENT MANAGEMENT LLC | $82.1M | 2,935,384 | 0.07% | 21q | +13.3%+$9.7M |
| VICTORY CAPITAL MANAGEMENT INC | $77.0M | 2,753,708 | 0.04% | 21q | -4.7%-$3.8M |
| Bank of New York Mellon Corp | $71.9M | 2,568,887 | 0.01% | 31q | +9.5%+$6.2M |
| MORGAN STANLEY | $70.4M | 2,517,881 | 0.00% | 34q | -0.6%-$434.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $63.6M | 2,273,437 | 0.01% | 31q | +0.9%+$556.7K |
| Nuveen, LLC | $62.6M | 2,238,401 | 0.01% | 6q | +2.8%+$1.7M |
| Quantinno Capital Management LP | $58.7M | 2,097,120 | 0.07% | 12q | HELD |
| BANK OF AMERICA CORP /DE/ | $54.2M | 1,936,204 | 0.00% | 31q | +0.8%+$434.0K |
| NORTHERN TRUST CORP | $47.9M | 1,713,921 | 0.01% | 31q | +3.6%+$1.6M |
| KENNEDY CAPITAL MANAGEMENT LLC | $45.7M | 1,632,415 | 0.81% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $45.1M | 1,611,716 | 0.01% | 2q | +1.8%+$787.4K |
| CRAMER ROSENTHAL MCGLYNN LLC | $44.7M | 1,596,973 | 2.26% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $44.2M | 1,581,433 | 0.01% | 7q | +6.2%+$2.6M |
| NEW YORK STATE COMMON RETIREMENT FUND | $42.4M | 1,517,509 | 0.05% | 31q | +2.5%+$1.0M |
| SCOPUS ASSET MANAGEMENT, L.P. | $41.4M incl. $30.8M options CALL+PUT | 381,791 | 0.58% | 7q | +30.4%+$9.7M |
| CITADEL ADVISORS LLC | $37.8M incl. $1.7M options CALL+PUT | 1,290,832 | 0.00% | 27q | -49.1%-$36.4M |
| Public Sector Pension Investment Board | $36.7M | 1,310,590 | 0.09% | 8q | -9.7%-$3.9M |
| LONDON CO OF VIRGINIA | $36.6M | 1,309,097 | 0.21% | 9q | -4.3%-$1.6M |
| MILLENNIUM MANAGEMENT LLC | $36.0M | 1,285,828 | 0.01% | 15q | +649.4%+$31.2M |
| Paradice Investment Management LLC | $35.2M | 1,258,920 | 5.62% | 20q | -0.9%-$319.9K |
| PRINCIPAL FINANCIAL GROUP INC | $34.2M | 1,224,314 | 0.02% | 10q | HELD |
| SEI INVESTMENTS CO | $33.0M | 1,178,239 | 0.03% | 31q | -7.3%-$2.6M |
| ENVESTNET ASSET MANAGEMENT INC | $31.5M | 1,127,969 | 0.01% | 22q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $30.5M | 1,089,060 | 0.00% | 16q | +93.4%+$14.7M |
| First Eagle Investment Management, LLC | $30.0M | 1,073,600 | 0.02% | 2q | +1185.7%+$27.7M |
| Leeward Investments, LLC - MA | $29.8M | 1,064,115 | 1.35% | 18q | -2.2%-$655.3K |
| Point72 Asset Management, L.P. | $26.2M | 936,051 | 0.03% | 12q | +70.5%+$10.8M |
| Schonfeld Strategic Advisors LLC | $25.8M | 921,717 | 0.09% | 2q | +1369.4%+$24.0M |
| MetLife Investment Management, LLC | $25.2M | 900,671 | 0.11% | 18q | +5.0%+$1.2M |
| Granahan Investment Management, LLC | $23.6M | 843,441 | 0.84% | 9q | +8.9%+$1.9M |
| Penn Capital Management Company, LLC | $23.5M | 839,675 | 1.49% | 4q | +5.1%+$1.1M |
| HEARTLAND ADVISORS INC | $21.9M | 782,644 | 0.97% | 10q | -2.6%-$579.6K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $21.1M | 755,890 | 0.17% | 20q | -50.7%-$21.8M |
| Impax Asset Management Group plc | $21.1M | 752,713 | 0.14% | 25q | +36.2%+$5.6M |
| Interval Partners, LP | $20.8M | 742,298 | 0.54% | new | NEW |
| UBS Group AG | $19.9M | 713,185 | 0.00% | 31q | -69.0%-$44.4M |
| KLCM Advisors, Inc. | $19.5M | 695,592 | 1.53% | 22q | HELD |
| Gotham Asset Management, LLC | $19.1M | 681,591 | 0.04% | 14q | +27.3%+$4.1M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $19.0M | 678,551 | 0.31% | 11q | +5.0%+$896.9K |
| Portolan Capital Management, LLC | $17.9M | 641,587 | 0.67% | new | NEW |
| Handelsbanken Fonder AB | $17.7M | 633,255 | 0.05% | 11q | -25.2%-$6.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $17.7M | 631,265 | 0.01% | 4q | -72.0%-$45.3M |
| Hudson Bay Capital Management LP | $17.1M | 612,701 | 0.05% | 13q | +65.2%+$6.8M |
| Tidal Investments LLC | $16.7M | 597,076 | 0.03% | 6q | +2.6%+$425.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $16.5M | 588,292 | 0.00% | 31q | -88.0%-$120.4M |
| Legal & General Group Plc | $16.1M | 576,000 | 0.00% | 31q | -2.3%-$373.0K |
| Shellback Capital, LP | $15.7M | 559,559 | 1.37% | 2q | -20.3%-$4.0M |
| AMERIPRISE FINANCIAL INC | $14.5M | 519,410 | 0.00% | 16q | -65.7%-$27.8M |
| Swiss National Bank | $14.2M | 509,400 | 0.01% | 31q | HELD |
| ALGERT GLOBAL LLC | $13.3M | 475,962 | 0.16% | 4q | -17.6%-$2.8M |
| RHUMBLINE ADVISERS | $13.1M | 469,105 | 0.01% | 31q | -18.0%-$2.9M |
| D. E. Shaw & Co., Inc. | $12.8M | 456,346 | 0.01% | 17q | -1.2%-$151.1K |
| Treasurer of the State of North Carolina | $12.4M | 442,508 | 0.03% | 33q | HELD |
| LSV ASSET MANAGEMENT | $11.0M | 393,400 | 0.02% | 12q | HELD |
| Corient Private Wealth LP | $10.9M | 388,550 | 0.02% | 13q | -3.0%-$337.3K |
| CITIGROUP INC | $10.8M incl. $4.5M options CALL | 224,464 | 0.00% | 30q | +65.6%+$4.3M |
| RENAISSANCE TECHNOLOGIES LLC | $10.5M | 373,800 | 0.01% | 3q | +2.4%+$243.3K |
| LAZARD ASSET MANAGEMENT LLC | $9.8M | 351,886 | 0.01% | 23q | -6.5%-$681.9K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $9.6M | 343,966 | 0.01% | 7q | -3.3%-$329.6K |
| FRED ALGER MANAGEMENT, LLC | $9.5M | 339,633 | 0.03% | 20q | -1.3%-$124.1K |
| FIRST TRUST ADVISORS LP | $8.6M | 308,218 | 0.01% | 11q | -1.6%-$144.2K |
| ROYAL BANK OF CANADA | $8.5M | 304,984 | 0.00% | 31q | -37.7%-$5.2M |
| GLENMEDE TRUST CO NA | $8.3M | 295,270 | 0.04% | 9q | +488.0%+$6.9M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $8.2M | 294,521 | 0.01% | 31q | -2.8%-$240.6K |
| BESSEMER GROUP INC | $8.1M | 288,448 | 0.01% | 15q | HELD |
| Trexquant Investment LP | $7.8M | 280,292 | 0.05% | 5q | -61.5%-$12.5M |
| WELLS FARGO & COMPANY/MN | $7.5M | 268,412 | 0.00% | 31q | +1.9%+$140.2K |
| Creative Planning | $7.3M | 261,362 | 0.00% | 7q | +98.4%+$3.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $6.6M | 237,621 | 0.00% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.6M incl. $5.1M options CALL | 53,343 | 0.00% | 22q | +50.9%+$2.2M |
| NATIXIS ADVISORS, LLC | $6.4M | 229,023 | 0.01% | 22q | -0.7%-$42.7K |
| STATE OF WISCONSIN INVESTMENT BOARD | $6.4M | 227,839 | 0.01% | 12q | -6.7%-$455.0K |
| Russell Investments Group, Ltd. | $6.3M | 226,446 | 0.01% | 28q | HELD |
| CSM Advisors, LLC | $5.9M | 212,018 | 0.13% | 5q | +7.3%+$404.4K |
| Walleye Trading LLC | $5.9M CALL+PUT | options only | 0.01% | 2q | OPTIONS |
| DEAN INVESTMENT ASSOCIATES, LLC | $5.2M | 185,867 | 0.68% | new | NEW |
| CONGRUENCE CAPITAL, LLC | $5.0M | 179,120 | 1.31% | new | NEW |
Showing the largest 100 of 384 reported holders.
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-07-20 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-05 | Zhang Peifang | Director | Sold | 6,000 | $177.4K |
| 2026-08-06 | Zhang Peifang | Director | Sold | 6,000 | $171.7K |
| 2026-08-04 | Zhang Peifang | Director | Sold | 5,000 | $148.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 92 | $120.0M | 4,578,658 | 89 | 2 | 0 | 0.0% |
| Q2 2026 | 384 | $7.2B | 255,804,382 | 78 | 132 | 118 | 0.8% |
| Q1 2026 | 389 | $5.9B | 260,621,734 | 58 | 149 | 125 | 0.5% |
| Q4 2025 | 381 | $5.9B | 270,948,594 | 39 | 141 | 140 | 0.6% |
| Q3 2025 | 384 | $6.7B | 265,758,284 | 64 | 167 | 99 | 0.9% |
| Q2 2025 | 360 | $6.3B | 270,313,676 | 66 | 132 | 112 | 0.6% |
| Q1 2025 | 343 | $5.0B | 268,644,823 | 41 | 125 | 125 | 0.8% |
| Q4 2024 | 343 | $5.7B | 275,753,059 | 52 | 137 | 92 | 0.3% |
| Q3 2024 | 325 | $4.9B | 272,456,201 | 61 | 119 | 93 | 1.4% |
| Q2 2024 | 313 | $4.3B | 269,709,725 | 61 | 129 | 78 | 1.6% |
| Q1 2024 | 293 | $4.9B | 275,546,750 | 65 | 123 | 63 | 0.7% |
| Q4 2023 | 261 | $3.6B | 267,165,565 | 43 | 120 | 73 | 0.1% |
| Q3 2023 | 238 | $3.1B | 263,365,507 | 42 | 107 | 61 | 0.1% |
| Q2 2023 | 216 | $3.5B | 261,674,107 | 42 | 93 | 50 | 0.0% |
| Q1 2023 | 194 | $4.0B | 286,291,573 | 33 | 75 | 59 | 0.0% |
| Q4 2022 | 183 | $3.2B | 282,409,844 | 40 | 52 | 71 | 0.0% |
| Q3 2022 | 160 | $2.8B | 291,906,368 | 25 | 59 | 49 | 0.0% |
| Q2 2022 | 162 | $3.1B | 286,861,823 | 31 | 64 | 54 | 0.0% |
| Q1 2022 | 174 | $4.3B | 282,558,016 | 28 | 76 | 49 | 0.0% |
| Q4 2021 | 163 | $5.1B | 319,274,619 | 19 | 63 | 59 | 0.0% |
| Q3 2021 | 189 | $5.3B | 326,403,103 | 45 | 92 | 37 | 0.1% |
| Q2 2021 | 162 | $5.3B | 291,602,989 | 34 | 67 | 38 | 0.0% |
| Q1 2021 | 157 | $5.0B | 309,655,060 | 61 | 63 | 18 | 0.1% |
| Q4 2020 | 105 | $3.7B | 290,376,085 | 13 | 35 | 36 | 0.0% |
| Q3 2020 | 100 | $3.2B | 290,840,768 | 12 | 33 | 35 | 0.0% |
| Q2 2020 | 99 | $3.0B | 291,621,846 | 22 | 32 | 38 | 0.0% |
| Q1 2020 | 91 | $2.2B | 293,884,554 | 10 | 37 | 24 | 0.0% |
| Q4 2019 | 94 | $4.1B | 294,592,904 | 10 | 30 | 33 | 0.1% |
| Q3 2019 | 100 | $3.0B | 294,794,149 | 22 | 43 | 21 | 0.0% |
| Q2 2019 | 106 | $3.3B | 292,054,451 | 24 | 46 | 17 | 0.1% |
| Q1 2019 | 104 | $4.2B | 293,459,520 | 22 | 40 | 28 | 0.1% |
| Q4 2018 | 92 | $3.9B | 293,128,539 | 2 | 1 | 4 | 0.0% |