§ MACHINERY
USD · MachineryLECO
LINCOLN ELECTRIC HOLDINGS
USDSector · MachineryBeta · 1.32
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 274.92HIGH 277.16LOW 273.1452W 161.11 — 310.00
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
308 increased/new, 274 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 25.7 | P/B | 8.97 |
| EPS (TTM) | 9.32 | Dividend | 1.27% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 5.2M | 0.0% | +4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.5M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | n/a | n/a |
| State Street | 2.2M | 0.0% | +0% |
| VICTORY CAPITAL MANAGEMENT INC | 1.5M | 0.2% | −14% |
| Geode Capital Management | 1.4M | 0.0% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for LECO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER10.4% · 0 holders
OTHER45.8% · 542 holders
PASSIVE / INDEX16.7% · 10 holders
DEALER / BANK11.6% · 54 holders
QUALITY / COMPOUNDER10.0% · 31 holders
INCOME / DEFENSIVE2.7% · 31 holders
DEEP VALUE1.5% · 2 holders
SYSTEMATIC / QUANT0.9% · 12 holders
TACTICAL / MACRO0.3% · 4 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LECO in the last 180 days.