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Lincoln Electric Holdings, Inc.

LECO Industrials
$258.49 $-0.45 (-0.17%)
Market Cap: $14.16 B
Gurus Holding
11
Popularity Rank
#294
% of Shares Held
4.06%
Net Activity (Q1 2026)
+$35.5 M

Guru Ownership Trend

Guru Analysis for Lincoln Electric Holdings, Inc. (LECO)

Lincoln Electric Holdings, Inc. (LECO), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $575.59 M.

Top institutional holders include Cliff Asness and Ken Fisher.

Institutional sentiment is currently Bullish. This is evidenced by a $35.5 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Ray Dalio reduced exposure by 74.1%.

Key Holders

Top 5 by Value

$278.81 M
$104.6 M
$45 M
$43.33 M
$35.83 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$49.36 M
Total Buy Value
New Buys 1
Additions 4
-$13.85 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
5

FAQs for Lincoln Electric Holdings, Inc. (LECO)

Major holders include Cliff Asness ($278.81 M), Ken Fisher ($104.6 M), Steven Cohen ($45 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 2.23 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $35.5 M, with 5 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited LECO. The total reported sell value was $13.85 M.

Yes, 1 managers opened new positions in LECO, and 4 increased their existing holdings. The total reported buy value was $49.36 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.13% Add 18.1% 1,135,450 $278.81 M Q1 2026
0.04% Reduce -5.0% 419,932 $104.6 M Q1 2026
0.06% Add 3.8% 180,673 $45 M Q1 2026
0.43% Add 1.7% 173,964 $43.33 M Q1 2026
0.11% Add 10.3% 143,857 $35.83 M Q1 2026
0.22% 89,500 $22.29 M Q1 2026
0.02% Reduce -6.2% 63,538 $15.83 M Q1 2026
0.01% Reduce -74.1% 9,326 $2.32 M Q1 2026
0.01% Reduce -6.4% 4,610 $1.15 M Q1 2026
0.00% New Buy 3,936 $980,379 Q1 2026
0.00% Reduce -53.3% 1,938 $482,717 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form