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H.B. Fuller Company

FUL Materials
$62.47 $-0.66 (-1.05%)
Market Cap: $3.4 B
Gurus Holding
9
Popularity Rank
#540
% of Shares Held
6.06%
Net Activity (Q4 2025)
+$8.41 M

Guru Ownership Trend

Guru Analysis for H.B. Fuller Company (FUL)

H.B. Fuller Company (FUL), a key player in the Materials sector, continues to attract institutional attention.

As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $206.24 M.

Top institutional holders include Mairs and Power and Mario Gabelli.

Institutional sentiment is currently Bullish. This is evidenced by a $8.41 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 128.8%. Conversely, Joel Greenblatt reduced exposure by 57.1%.

Key Holders

Top 5 by Value

$143.36 M
$23.05 M
$6.16 M
$4.02 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$10.16 M
Total Buy Value
New Buys 2
Additions 4
-$1.75 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
6

FAQs for H.B. Fuller Company (FUL)

Major holders include Mairs and Power ($143.36 M), Mario Gabelli ($23.05 M), HOTCHKIS & WILEY ($12.5 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 3.3 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $8.41 M, with 6 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited FUL. The total reported sell value was $1.75 M.

Yes, 2 managers opened new positions in FUL, and 4 increased their existing holdings. The total reported buy value was $10.16 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.38% Add 0.1% 2,411,067 $143.36 M Q4 2025
0.22% Add 0.4% 387,730 $23.05 M Q4 2025
0.04% Reduce -0.2% 210,257 $12.5 M Q4 2025
0.00% Add 49.2% 103,517 $6.16 M Q4 2025
0.00% New Buy 67,572 $4.02 M Q4 2025
0.01% New Buy 44,475 $2.64 M Q4 2025
0.01% Add 128.8% 37,225 $2.21 M Q4 2025
0.00% Reduce -36.3% 31,400 $1.87 M Q4 2025
0.00% Reduce -57.1% 8,248 $490,426 Q4 2025
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