Leggett & Platt Inc (LEG) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $419.6M

LEG ranks #1806 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LEG is a top-conviction position for Seven Six Capital Management, LLC — at 5.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LEG belongs to BlackRock, Inc., but the position matters far more to Seven Six Capital Management, LLC, who has 5.6% 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.

California State Teachers Retirement System has added to its LEG position for two straight quarters, increasing it by $145.5M to reach $146.9M today.

David Shaw has trimmed its LEG position for two straight quarters, cutting it by $18.0M while still holding $1.8M.

LEG is down 1.3% today, but institutions show net buying of $419.6M this quarter — a divergence between today's price move and the underlying institutional flow.

LEG posted net income of $219.4M over the trailing twelve months.

• Profitable — net income of $219.4M over the trailing twelve months
• Revenue declined 8.1% year over year
• Net income improved year over year, from $142.2M to $219.4M
• Generated $338.2M in positive operating cash flow
• Current ratio of 2.25x — enough short-term assets to cover short-term liabilities
• Liabilities run 3.46x equity — a highly leveraged balance sheet worth noting