undamentalytics Newsletter

Lincoln Electric Holdings Inc: which funds bought and sold

Institutions that bought and sold Lincoln Electric shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 289 institutions that filed 13F reports for both quarters added to or opened positions in Lincoln Electric, and 324 cut or closed them. Together they added a net 607K shares, +1.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 519K shares (−5.5%); index fund managers were net buyers of 335K shares (+2.2%). 68 opened a new position and 54 sold out entirely.

Bought, Q2 2026 289 institutions, 68 of them new holders Sold, Q2 2026 324 institutions, 54 of them sold out
Net change, all compared +607K shares (+1.4%)
Net change, active managers −519K shares (−5.5%), 29 bought, 42 sold

Buyers versus sellers

institutions compared, 746
Active managers and hedge funds 29 bought · 42 sold · −519K
Index fund managers 11 bought · 1 sold · +335K
Other institutions 249 bought · 281 sold · +791K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Pictet Asset Management Holding SA +541K +457.4% 659K $175M
Goldman Sachs Group Inc +346K +98.4% 697K $185M
Citadel Advisors LLC Hedge fund +325K +1236.8% 351K $93.2M
Freestone Grove Partners LP Hedge fund +286K +382.0% 361K $95.7M
Schroder Investment Management Group Active manager +184K +444.6% 225K $59.3M
Blackrock, Inc. Index funds +168K +3.2% 5.4M $1.4B
Invesco Ltd. +143K +12.3% 1.3M $348M
Saturna Capital Corp +105K +39.0% 374K $97.7M
Merewether Investment Management, LP +96K +102.5% 189K $50.3M
Zurich Insurance Group Ltd +95K New position 95K $25.2M
Arbejdsmarkedets Tillaegspension +91K +544.1% 108K $28.7M
Federated Hermes, Inc. Active manager +82K +1867.4% 86K $22.8M
Geode Capital Management, LLC Index funds +81K +5.9% 1.4M $384M
Jpmorgan Chase & Co +76K +7.9% 1.0M $276M
Westfield Capital Management Co LP Active manager +73K +20.2% 431K $114M
Logan Capital Management Inc +69K New position 69K $18.3M
Alta Capital Management Llc/ +57K +134.4% 100K $26.6M
Jain Global LLC Hedge fund +56K New position 56K $14.9M
Sone Capital Management, LLC +52K New position 52K $13.9M
Kornitzer Capital Management Inc +47K New position 47K $12.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Vaughan Nelson Investment Management, L.P. Active manager −801K Sold out 0 —
AQR Capital Management LLC Hedge fund −213K −18.8% 922K $244M
Natixis Advisors, LLC −179K −86.1% 29K $7.7M
Champlain Investment Partners, LLC Active manager −153K −69.9% 66K $17.4M
Fiera Capital Corp −133K −42.9% 177K $47.1M
First Trust Advisors LP −127K −44.0% 162K $42.9M
Ostrum Asset Management −104K Sold out 0 —
Adams Diversified Equity Fund, Inc. −97K Sold out 0 —
UBS Group AG −96K −38.1% 156K $41.4M
Victory Capital Management Inc Active manager −92K −6.2% 1.4M $369M
Ceredex Value Advisors LLC −92K Sold out 0 —
Alyeska Investment Group, L.P. Hedge fund −91K −43.6% 118K $31.4M
Qube Research & Technologies Ltd Hedge fund −77K −18.1% 346K $91.9M
Prudential Financial Inc −57K −53.0% 51K $13.4M
Bank Of America Corp −55K −29.7% 129K $34.4M
Interval Partners, LP Hedge fund −52K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −46K −25.3% 135K $35.8M
Lord, Abbett & Co. LLC −44K −18.7% 193K $51.1M
Bank Of New York Mellon Corp −38K −8.5% 408K $108M
Ieq Capital, LLC −31K −31.6% 67K $17.9M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Vaughan Nelson Investment Management, L.P.Active manager 801K $199M
Ostrum Asset Management 104K $26M
Adams Diversified Equity Fund, Inc. 97K $24.2M
Ceredex Value Advisors LLC 92K $22.9M
Interval Partners, LPHedge fund 52K $13M
Bank Of Nova Scotia 16K $3.9M
Taproot Management LP 12K $2.9M
Verition Fund Management LLCHedge fund 10K $2.6M
ING Groep NV 8,500 $2.1M
Vest Financial, LLC 8,168 $2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
700
Ten largest holders
46.1%
of 13F-reported shares
Index fund managers
35.0%
of 13F-reported shares
Active managers and hedge funds
19.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 29 42 6 9 −519K −5.5%
Index fund managers 11 1 1 0 +335K +2.2%
Other institutions 249 281 61 45 +791K +4.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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