The cluster is small and lacks insider confirmation, suggesting limited conviction. Monitor the next 10-Q for organic sales trajectory and Middle East disruption impact, which drove the guidance cut.
Executive Summary
Three institutional investors added to their Flowserve positions in Q3 2026, with aggregate holdings rising by $5.2M to $17.7M. The buying follows a Q3 earnings beat and raised EPS guidance, though organic sales guidance was lowered. The cluster is small in scale relative to the $9.0B market cap and lacks insider corroboration.
Key Financial Metrics
Institutional Positions
Net institutional flow: $5.2M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Exchange Traded Concepts | ADD | +47.3% | $12.9M | $4.0M |
| Sumitomo Mitsui Trust Group | ADD | +31.8% | $4.4M | $1.0M |
| Hb Wealth Management | ADD | +85.9% | $442.0K | $201.0K |
Key Facts
- Three institutional investors added to FLS positions in Q3 2026, increasing aggregate holdings by $5.2M to $17.7M.
- Exchange Traded Concepts added 47.3% (56.6K shares), increasing value from $8.9M to $12.9M.
- Sumitomo Mitsui Trust Group added 31.8% (14.5K shares), increasing value from $3.4M to $4.4M.
- Hb Wealth Management added 85.9% (2.8K shares), increasing value from $241K to $442K.
- No institutional selling was recorded in the cluster.
- The cluster follows Flowserve's Q3 2026 earnings beat (adjusted EPS $1.07 vs $0.98 consensus) and raised EPS guidance, but lowered organic sales guidance.
- Insider buying score is low (20/100), indicating no open-market insider purchases in the window.
Financial Impact
Three institutions added $5.2M in net new Flowserve positions during Q3 2026, bringing total disclosed holdings to $17.7M.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end.
- No insider buying corroborates the institutional accumulation.
- Organic sales guidance was lowered due to Middle East disruption, a headwind that may persist.
- Cluster size is small relative to $9.0B market cap and top holders (BlackRock $1.0B).
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-FLS-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 1d ago | Institutional Cluster | $80.35 | awaiting T+60 | awaiting T+60 | No price |
Oct 28, 2026 2d ago | 8-K | $80.35 | awaiting T+60 | awaiting T+60 | No price |
Oct 6, 2026 24d ago | 3 | $70.52 | awaiting T+60 | awaiting T+60 | No price |
Sep 14, 2026 6w ago | 8-K | $71.39 | awaiting T+60 | awaiting T+60 | No price |
Jun 30, 2026 17w ago | 8-K | $72.38 $76.04 | ▲ +5.06% | ▲ +2.18% | No price |
Jun 26, 2026 18w ago | Institutional Cluster | $72.56 $74.67 | ▲ +2.91% | ▼ −1.58% | No price |
May 12, 2026 24w ago | 8-K | $66.46 $79.95 | ▲ +20.30% | ▲ +15.86% | No price |
Apr 15, 2026 28w ago | 8-K | $77.83 $68.36 | ▼ −12.17% | ▼ −19.21% | No price |
Apr 2, 2026 30w ago | DEFA14A | $75.24 $74.16 | ▼ −1.44% | ▼ −15.60% | No price |
US Market Status
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