FTV
Fortive Corp
5 super-investors hold FTV worth a combined $3.65B. The largest position: Viking Global Investors at 3.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 29 — ranked #417 of 724 scored stocks.
Why super-investors own FTV
Ownership of FTV within this cohort is narrow and heavily skewed toward two holders: Dodge & Cox holds the largest absolute position at $2.4B (1.3% of their portfolio), while Viking Global carries the highest conviction at 3.5% of portfolio and $1.2B. Together those two accounts for virtually all of the cohort's $3.7B combined exposure. Activity in 2026Q1 was minimal — Wallace Weitz trimmed a position worth just $1M, and no manager added or initiated. The eight-quarter owner-count history, which has oscillated between one and two for most of that period before reaching five, suggests this is not a crowded consensus name; interest appears stable but not building, with the cohort showing no momentum in either direction this quarter.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.3% | 8q | $2.39B | 43,156,197 |
| 2 | Viking Global Investors | 3.5% | 27q | $1.24B | 22,479,388 |
| 3 | Joel Greenblatt | <0.1% | 36q | $17M | 311,866 |
| 4 | Robert Olstein | 1.1% | 17q | $5M | 88,000 |
| 5 | Wallace Weitz | 0.1% | 25q | $1M | 22,500 |
Owners of FTV also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Wallace Weitz | TRIM | 0.1% | -50% | $1M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 34959J108. Not investment advice.