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Viking discloses passive 6.4% holding in Fortive common stock

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Viking Global Investors and affiliates filed an amended Schedule 13G/A reporting passive beneficial ownership in Fortive Corp (FTV). They report 20,483,680 shares, representing 6.4% of Fortive’s common stock.

The percentage is based on 317,600,000 shares outstanding as of September 26, 2025, as cited from Fortive’s Form 10‑Q. Viking reports 0 shares with sole voting/dispositive power and 20,483,680 shares with shared voting and dispositive power. The holdings are spread across entities including VGEM 13,018,158, VLFM 5,154,130, VGOL 2,045,711, and VGEII 265,681 shares. The filing includes a certification that the securities were not acquired with the purpose or effect of changing or influencing control. The reported event date is September 30, 2025.

Positive

  • None.

Negative

  • None.

Insights

Passive 13G/A shows Viking at 6.4% of Fortive with shared power.

Viking Global discloses a passive stake in Fortive via Schedule 13G/A, listing 6.4% ownership, or 20,483,680 shares, calculated against 317,600,000 shares outstanding as of September 26, 2025.

The filing shows shared voting and dispositive power over the full position and zero sole power, consistent with a multi-entity fund complex passive intent rather than an activist purpose.

As a Schedule 13G/A, this is largely administrative. Any impact depends on portfolio decisions within the Viking entities; the document does not specify transaction timing or future actions.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G




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SCHEDULE 13G



VIKING GLOBAL INVESTORS LP
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Investors LP (1)(2)(3)
Date:11/14/2025
VIKING GLOBAL PERFORMANCE LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Performance LLC (1)(2)(3)
Date:11/14/2025
Viking Global Equities II LP
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Equities II LP (1)(2)(3)
Date:11/14/2025
Viking Global Equities Master Ltd.
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Equities Master Ltd. (1)(2)(3)
Date:11/14/2025
Viking Long Fund GP LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Long Fund GP LLC (1)(2)(3)
Date:11/14/2025
Viking Long Fund Master Ltd.
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Long Fund Master Ltd. (1)(2)(3)
Date:11/14/2025
Viking Global Opportunities Parent GP LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Opportunities Parent GP LLC (1)(2)(3)
Date:11/14/2025
Viking Global Opportunities GP LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Opportunities GP LLC (1)(2)(3)
Date:11/14/2025
Viking Global Opportunities Portfolio GP LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Opportunities Portfolio GP LLC (1)(2)(3)
Date:11/14/2025
Viking Global Opportunities Liquid Portfolio Sub-Master LP
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Opportunities Liquid Portfolio Sub-Master LP (1)(2)(3)
Date:11/14/2025
HALVORSEN OLE ANDREAS
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of O. Andreas Halvorsen (1)
Date:11/14/2025
Ott David C.
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of David C. Ott (2)
Date:11/14/2025
Shabet Rose Sharon
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Rose S. Shabet (3)
Date:11/14/2025

Comments accompanying signature: (1) Scott M. Hendler is signing on behalf of O. Andreas Halvorsen, individually and as an Executive Committee Member of VIKING GLOBAL PARTNERS LLC, on behalf of VIKING GLOBAL INVESTORS LP, and as an Executive Committee Member of VIKING GLOBAL PERFORMANCE LLC, on behalf of itself and VIKING GLOBAL EQUITIES II LP and VIKING GLOBAL EQUITIES MASTER LTD., and as an Executive Committee Member of VIKING LONG FUND GP LLC, on behalf of itself and VIKING LONG FUND MASTER LTD., and as an Executive Committee Member of VIKING GLOBAL OPPORTUNITIES PARENT GP LLC, on behalf of itself and VIKING GLOBAL OPPORTUNITIES GP LLC, VIKING GLOBAL OPPORTUNITIES PORTFOLIO GP LLC, and VIKING GLOBAL OPPORTUNITIES LIQUID PORTFOLIO SUB-MASTER LP, pursuant to an authorization and designation letter dated February 9, 2021, which was previously filed with the Commission as an exhibit to a Form 13G filed by Mr. Halvorsen on February 12, 2021 (SEC File No. 005-49737). (2) Scott M. Hendler is signing on behalf of David C. Ott, individually and as an Executive Committee Member of VIKING GLOBAL PARTNERS LLC, on behalf of VIKING GLOBAL INVESTORS LP, and as an Executive Committee Member of VIKING GLOBAL PERFORMANCE LLC, on behalf of itself and VIKING GLOBAL EQUITIES II LP and VIKING GLOBAL EQUITIES MASTER LTD., and as an Executive Committee Member of VIKING LONG FUND GP LLC, on behalf of itself and VIKING LONG FUND MASTER LTD., and as an Executive Committee Member of VIKING GLOBAL OPPORTUNITIES PARENT GP LLC, on behalf of itself and VIKING GLOBAL OPPORTUNITIES GP LLC, VIKING GLOBAL OPPORTUNITIES PORTFOLIO GP LLC, and VIKING GLOBAL OPPORTUNITIES LIQUID PORTFOLIO SUB-MASTER LP, pursuant to an authorization and designation letter dated February 9, 2021, which was previously filed with the Commission as an exhibit to a Form 13G filed by Mr. Ott on February 12, 2021 (SEC File No. 005-49737). (3) Scott M. Hendler is signing on behalf of Rose S. Shabet, individually and as an Executive Committee Member of VIKING GLOBAL PARTNERS LLC, on behalf of VIKING GLOBAL INVESTORS LP, and as an Executive Committee Member of VIKING GLOBAL PERFORMANCE LLC, on behalf of itself and VIKING GLOBAL EQUITIES II LP and VIKING GLOBAL EQUITIES MASTER LTD., and as an Executive Committee Member of VIKING LONG FUND GP LLC, on behalf of itself and VIKING LONG FUND MASTER LTD., and as an Executive Committee Member of VIKING GLOBAL OPPORTUNITIES PARENT GP LLC, on behalf of itself and VIKING GLOBAL OPPORTUNITIES GP LLC, VIKING GLOBAL OPPORTUNITIES PORTFOLIO GP LLC, and VIKING GLOBAL OPPORTUNITIES LIQUID PORTFOLIO SUB-MASTER LP, pursuant to an authorization and designation letter dated February 9, 2021, which was previously filed with the Commission as an exhibit to a Form 13G filed by Ms. Shabet on February 12, 2021 (SEC File No. 005-49737).
Exhibit Information

EXHIBIT A - JOINT FILING AGREEMENT

FAQ

What stake in Fortive (FTV) did Viking report in this 13G/A?

Viking reported beneficial ownership of 20,483,680 shares, equal to 6.4% of Fortive’s common stock.

What share count was used to calculate Viking’s 6.4% in FTV?

The calculation uses 317,600,000 shares outstanding as of September 26, 2025, cited from Fortive’s Form 10‑Q.

Does Viking have sole or shared voting power over its FTV shares?

Viking reports 0 shares with sole voting/dispositive power and 20,483,680 with shared voting and dispositive power.

Is Viking’s filing passive or activist in intent?

The certification states the securities were not acquired to change or influence control, indicating a passive filing.

Which Viking entities hold the largest portions of the FTV stake?

Key holdings include VGEM 13,018,158, VLFM 5,154,130, VGOL 2,045,711, and VGEII 265,681 shares.

What is the reported event date for Viking’s FTV position?

The date of event is September 30, 2025.
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