SCHEDULE: Dodge & Cox Boosts Fortive Stake to 13.9%

Investment adviser Dodge & Cox reports a 13.9% beneficial ownership stake in Fortive Corporation, holding over 44 million shares.

Summary

• Dodge & Cox, an investment adviser based in California, has filed an Amendment No. 4 to Schedule 13G, reporting its beneficial ownership in Fortive Corporation.
• As of December 31, 2025, Dodge & Cox beneficially owns 44,157,822 shares of Fortive Corporation's Common Stock.
• This ownership represents 13.9% of the class of securities.
• Dodge & Cox holds sole voting power over 41,540,566 shares and sole dispositive power over 44,157,822 shares.
• The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Fortive Corporation.
• Dodge & Cox Stock Fund, an investment company registered under the Investment Company Act of 1940, has an interest of 28,566,975 shares, representing 9.0% of the class of securities.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, reflecting continued institutional confidence in Fortive Corporation by a reputable investment adviser, which can contribute to market stability.

Positives

• Dodge & Cox, a prominent investment adviser, maintaining a significant 13.9% stake in Fortive Corporation signals strong institutional confidence in the company's long-term prospects.
• The filing explicitly states that the shares are held in the ordinary course of business and not for control-changing purposes, suggesting a stable, long-term investment perspective.

Future Outlook

This filing does not contain forward-looking statements or guidance from Fortive Corporation's management, as it is a beneficial ownership report by an external investment adviser.

Industry Context

StockSavvy.ai notes that a substantial beneficial ownership stake by a respected investment adviser like Dodge & Cox often indicates a belief in the underlying value and strategic positioning of Fortive Corporation within its industrial technology and precision instrumentation sectors. Such institutional backing can be a positive signal for market stability and investor confidence.

Stakeholder Impact

• Shareholders may view Dodge & Cox's significant and stable ownership as a positive indicator of institutional confidence in Fortive Corporation's long-term value and management.

Key Dates

Recommendation

Dodge & Cox's substantial and continued beneficial ownership of 13.9% in Fortive Corporation, as detailed in this Schedule 13G, indicates a strong institutional conviction in the company. While this filing doesn't provide operational or financial performance updates, the presence of a major, long-term investor like Dodge & Cox suggests underlying value and stability, warranting a 'hold' recommendation for existing investors.

Keywords

Fortive Corporation, Dodge & Cox, Schedule 13G, beneficial ownership, institutional investor, common stock, FTV, investment adviser