LECO — LINCOLN ELEC HLDGS INC
As of Q2 2026, 41 SEC-registered investment managers reported holding LECO (LINCOLN ELEC HLDGS INC) in their latest 13F filings, with a combined reported value of $4.45B across 16.82M shares. That is +22.9% by share count (+3.13M shares) versus the previous quarter, while reported value moved +31.2%. Ownership is concentrated: the five largest holders account for 65.1% of reported value and the top ten for 82.4%.
Compared with the prior quarter, 3 opened new positions, 17 added to existing stakes, 18 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LECO is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 5.39M | $1.43B | 0.02% | Add |
| Vanguard Group history | Q4 2025 | 5.32M | $1.27B | 0.02% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 1.73M | $458.93M | 0.05% | Hold |
| Geode Capital Management history | Q2 2026 | 1.45M | $384.08M | 0.02% | Add |
| Invesco Ltd history | Q2 2026 | 1.31M | $348.46M | 0.03% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 1.04M | $275.88M | 0.03% | New |
| AQR Capital Management history | Q2 2026 | 922.17K | $244.38M | 0.09% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 697.09K | $185.08M | 0.02% | Add |
| Northern Trust Corp history | Q2 2026 | 465.49K | $123.59M | 0.01% | Add |
| BNY Mellon history | Q2 2026 | 408.01K | $108.33M | 0.02% | Reduce |
| Citadel Advisors history | Q2 2026 | 393.77K | $104.55M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 379.99K | $100.89M | 0.01% | Hold |
| Fidelity International (FIL) history | Q2 2026 | 372.22K | $98.83M | 0.07% | Add |
| Morgan Stanley history | Q2 2026 | 370.07K | $98.26M | 0.01% | Reduce |
| Principal Global Investors history | Q2 2026 | 301.05K | $79.93M | 0.04% | Reduce |
| MFS Investment Management history | Q2 2026 | 259.46K | $68.89M | 0.02% | Add |
| Janus Henderson Group history | Q1 2026 | 190.35K | $47.42M | 0.02% | Reduce |
| Royce & Associates history | Q2 2026 | 161.15K | $42.79M | 0.34% | Reduce |
| UBS Group AG history | Q2 2026 | 155.85K | $41.38M | 0.01% | Reduce |
| Point72 Asset Management history | Q2 2026 | 134.89K | $35.81M | 0.04% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.04M sh · $275.88M
- Marshall Wace 4.03K sh · $1.07M
- Balyasny Asset Management 1.52K sh · $404.11K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 190.35K sh · $47.42M
- CDPQ (Caisse de Depot) sold 6.10K sh · $1.52M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 5.14M | 5.29M | 5.32M | 5.17M | 5.08M | 5.02M | 5.22M | 5.39M |
| Norges Bank Investment Management | — | — | — | — | — | 669.51K | — | — | — | 1.55M | — | 1.63M | — | 1.64M | — | 1.71M | — | 1.73M | — | 1.73M |
| Geode Capital Management | 771.89K | 785.16K | 823.98K | 905.94K | 920.83K | 938.67K | 930.58K | 976.16K | 996.07K | 1.03M | 1.08M | 1.14M | 1.20M | 1.24M | 1.30M | 1.29M | 1.30M | 1.31M | 1.37M | 1.45M |
| Invesco Ltd | 363.72K | 325.80K | 255.89K | 261.01K | 250.11K | 418.10K | 1.02M | 875.58K | 1.05M | 716.90K | 762.55K | 1.35M | 1.21M | 1.14M | 878.84K | 698.07K | 919.93K | 915.98K | 1.17M | 1.31M |
| JPMorgan Chase & Co | 3.36M | 3.37M | 3.24M | 3.06M | 2.94M | 2.69M | 2.14M | 2.15M | 2.13M | 1.95M | 1.85M | 1.84M | 1.50M | 1.74M | 1.48M | 1.56M | 1.12M | 1.28M | — | 1.04M |
| AQR Capital Management | 59.06K | 68.73K | 60.55K | 74.17K | 93.59K | 114.97K | 113.01K | 87.35K | 82.08K | 69.69K | 75.15K | 64.75K | 55.46K | 48.86K | 110.53K | 596.62K | 726.95K | 961.73K | 1.14M | 922.17K |
| Goldman Sachs Group | 297.60K | 285.20K | 238.96K | 238.62K | 278.41K | 408.39K | 429.22K | 443.52K | 525.64K | 454.13K | 449.74K | 524.07K | 407.97K | 333.06K | 362.56K | 372.56K | 438.61K | 281.26K | 351.27K | 697.09K |
| Northern Trust Corp | 515.73K | 502.05K | 496.76K | 470.86K | 465.19K | 510.34K | 517.28K | 470.91K | 473.23K | 447.29K | 393.67K | 414.58K | 392.87K | 508.69K | 498.48K | 489.06K | 459.63K | 447.60K | 459.69K | 465.49K |
| BNY Mellon | 723.82K | 685.03K | 683.44K | 694.45K | 690.83K | 688.76K | 671.94K | 662.90K | 721.60K | 682.79K | 648.88K | 596.63K | 542.70K | 555.84K | 553.64K | 519.11K | 510.94K | 459.99K | 445.96K | 408.01K |
| Citadel Advisors | 46.46K | 39.12K | 93.61K | 58.57K | 64.26K | 66.37K | 13.22K | 77.40K | 58.01K | 248.94K | 192.66K | 111.44K | 157.16K | 33.39K | 116.92K | 30.40K | 88.00K | 65.16K | 67.27K | 393.77K |
| Charles Schwab Investment Management | 317.26K | 323.36K | 334.06K | 331.62K | 337.45K | 348.11K | 346.00K | 342.59K | 343.38K | 349.20K | 351.42K | 356.19K | 356.24K | 358.33K | 365.99K | 368.48K | 366.73K | 369.00K | 380.98K | 379.99K |
| Fidelity International (FIL) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 9.00K | 9.23K | 325.07K | 372.22K |
| Morgan Stanley | 76.14K | 84.32K | 54.95K | 199.11K | 336.00K | 406.81K | 348.27K | 371.56K | 400.77K | 424.46K | 586.71K | 458.85K | 450.84K | 407.00K | 430.74K | 422.41K | 397.43K | 349.56K | 374.31K | 370.07K |
| Principal Global Investors | 828.93K | 727.26K | 706.52K | 715.31K | 611.73K | 642.97K | 757.59K | 712.74K | 549.20K | 519.78K | 499.22K | 463.25K | 405.04K | 397.67K | 390.08K | 371.61K | 346.61K | 338.79K | 308.50K | 301.05K |
| MFS Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 256.12K | 259.46K |
| Royce & Associates | 707.98K | 673.94K | 644.65K | 563.23K | 508.40K | 509.77K | 445.72K | 438.91K | 386.33K | 371.51K | 324.40K | 224.23K | 227.13K | 203.12K | 171.45K | 171.17K | 169.37K | 171.03K | 173.96K | 161.15K |
| UBS Group AG | 132.78K | 135.61K | 132.32K | 147.05K | 127.09K | 130.91K | 132.50K | 130.99K | 139.37K | 110.63K | 143.37K | 222.88K | 226.34K | 408.07K | 445.84K | 590.75K | 351.68K | 268.79K | 251.60K | 155.85K |
| Point72 Asset Management | — | — | — | — | — | — | — | 105 | — | — | — | — | — | 17.97K | 181.79K | 92.50K | — | 174.05K | 180.67K | 134.89K |
| Wells Fargo & Co | 164.14K | 130.82K | 149.06K | 96.60K | 88.23K | 91.99K | 94.16K | 93.19K | 111.29K | 115.07K | 126.03K | 178.29K | 125.39K | 113.56K | 124.85K | 112.09K | 98.40K | 113.97K | 131.65K | 130.15K |
| Bank of America Corp | 114.55K | 75.64K | 76.63K | 215.89K | 74.81K | 72.93K | 125.35K | 58.23K | 92.81K | 116.74K | 131.84K | 135.68K | 126.66K | 87.56K | 137.52K | 188.19K | 215.03K | 222.56K | 184.19K | 129.50K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details