Follow-The-Filings

Security

Avantor Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 4 new 1 exit max 2.8% (Greenhaven Associates Inc.)

owners 18
max % 2.8%
tracked value $2.4B
qoq N 4 A 7 R 4 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Greenhaven Associates Inc. 2026 Q2 stale 2.8% Add -0.10 pp 24,637,310 $244M hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 2.1% Exit -2.07 pp 1,210,000 $9M hist
Mason Hawkins - Southeastern Asset Management INC/TN/ 2026 Q1 1.4% Reduce -0.45 pp 3,520,212 $28M hist
First Pacific Advisors, LP 2026 Q1 0.9% Add +0.29 pp 8,089,023 $63M hist
Dodge & Cox 2026 Q1 0.5% Add -0.21 pp 119,648,329 $938M hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 0.5% New 0.5% 4,745,000 $37M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.02 pp 13,110,674 $103M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 3,437,833 $27M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add -0.01 pp 2,541,675 $20M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.02 pp 1,328,179 $10M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add -0.01 pp 4,867,208 $38M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 64,904,889 $744M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 6,398,087 $73M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 2,435,280 $19M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 412,713 $5M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% New 0.0% 100,814 $790 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 569,511 $4M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 128,209 $1M hist
Ancora Advisors LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 385 $4 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $6.97B $6.78B $6.55B
Gross profit $2.36B $2.28B $2.14B
Gross margin * 33.9% 33.6% 32.7%
Net income $321.1M $711.5M -$530.2M
Net margin * 4.6% 10.5% -8.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.38B $2.15B $2.45B
Total non-current assets * $10.59B $9.97B $9.34B
Total assets $12.97B $12.11B $11.79B
Total current liabilities $1.48B $2.01B $1.38B
Total non-current liabilities * $6.24B $4.15B $4.85B
Total equity $5.25B $5.96B $5.56B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $870M $840.8M $623.8M
Cash from investing -$143.7M $438.9M -$130.5M
Cash from financing -$843.7M -$1.28B -$409.4M
Net change in cash -$109.2M -$23M $103.6M

ownership over time

filing count by report period · click a bar for that quarter’s holders