Lincoln Electric Holdings (LECO) Quarterly Institutional 13F Update (Q2 2026)

LECO ranks #773 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LECO is a top-conviction position for Park Edge Advisors, LLC — at 35.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LECO belongs to BlackRock, Inc., but the position matters far more to Park Edge Advisors, LLC, who has 35.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its LECO position for two straight quarters, increasing it by $227.0M to reach $1.4B today.

Champlain Investment Partners, LLC has trimmed its LECO position for two straight quarters, cutting it by $76.9M while still holding $17.4M.

LECO is up 3.6% today, and institutions have been net buyers of $3.2B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

LECO posted net income of $553.6M over the trailing twelve months.

• Profitable — net income of $553.6M over the trailing twelve months
• Revenue grew 9.3% year over year
• Net income improved year over year, from $502.9M to $553.6M
• Generated $661.2M in positive operating cash flow
• Current ratio of 1.82x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.57x equity — within a conventional range