Littelfuse Inc (LFUS) Hedge Fund Ownership (Q2 2026)

Littelfuse Inc (LFUS)

598 + Investors. Track Smart Money conviction in LFUS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LFUS

Based on 604 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added LFUS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

604 hedge funds hold LFUS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q

+172 new funds entered over the past year (+40% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 53% buying

296 buying263 selling

Last quarter: 296 funds bought or added vs 263 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter

Funds opening a new LFUS position: 93 → 69 → 101 → 126. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 21% medium ■ 25% new

329 out of 604 hedge funds have held LFUS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

86 → 93 → 69 → 101 → 126 new funds/Q

New funds entering each quarter: 93 → 69 → 101 → 126. A growing number of institutions are discovering LFUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 29% newcomers

■ 64% veterans ■ 8% 1-2yr ■ 29% new

Entry-cohort mix of 614 holders: 390 (64%) are 2+ year veterans, 49 entered 1–2 years ago, and 175 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

57 of 603 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in LFUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	598	530	12.83%
13F Shares	26M	25M	0.98%
Total Value	$11.01B	$7.95B	38.47%
New Positions	123	101	+22
Increased Positions	167	162	+5
Closed Positions	54	40	+14
Reduced Positions	207	173	+34
Total Calls	4	5	-20.0%
Total Puts	6	5	20.0%
PUT/CALL Ratio	1.5	1.0	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

598

530

12.83%

13F Shares

26M

25M

0.98%

Total Value

$11.01B

$7.95B

38.47%

New Positions

123

101

+22

Increased Positions

167

162

Closed Positions

+14

Reduced Positions

207

173

+34

Total Calls

-20.0%

Total Puts

20.0%

PUT/CALL Ratio

1.5

1.0

Bearish

Institutional Holders (2026 Q2)

598 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LFUS. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LFUS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	ACK Asset Management LLC	6.65%	125,000	$56.9M
2	Alpine Peaks Capital, LP	5.81%	10,897	$5.0M
3	Summit Creek Advisors LLC	3.74%	24,106	$11.0M
4	Harvey Partners, LLC	3.51%	112,547	$51.2M
5	Avantyr Capital Partners, LP	3.40%	202,758	$92.3M
6	Van Lanschot Kempen Investment Management N.V.	3.25%	933,511	$425.1M
7	Guardian Point Capital, LP	2.80%	20,000	$9.1M
8	Mairs & Power Inc	2.52%	602,104	$274.2M
9	Copeland Capital Management, LLC	2.35%	251,346	$114.4M
10	G2 Investment Partners Management LLC	2.28%	27,475	$12.5M
11	E20 Capital Ltd	2.24%	60,893	$27.7M
12	Aristotle Capital Boston, LLC	2.20%	71,912	$32.7M
13	Channing Capital Management, LLC	2.18%	208,051	$94.7M
14	Hamilton Point Investment Advisors, LLC	1.86%	28,995	$13.2M
15	Future Fund LLC	1.75%	13,435	$6.1M
16	Tributary Capital Management, LLC	1.73%	46,143	$21.0M
17	Mendel Money Management	1.65%	9,901	$4.5M
18	Roubaix Capital, LLC	1.59%	9,724	$4.4M
19	Hill City Capital, LP	1.40%	120,000	$54.6M
20	Palisade Capital Management, LP	1.38%	69,359	$31.6M
21	Dean Capital Management	1.32%	8,019	$3.7M
22	Giverny Capital Inc.	1.13%	74,125	$33.8M
23	Segall Bryant & Hamill, LLC	1.10%	204,018	$92.9M
24	Boston Trust Walden Corp	1.03%	298,327	$135.8M
25	Silvercrest Asset Management Group LLC	1.03%	343,546	$156.4M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Littelfuse Inc (LFUS)

What does the Smart Money Trend signal show for LFUS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added LFUS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LFUS?

Slight buying edge — 53% buying: Last quarter: 296 funds bought or added vs 263 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LFUS holders?

Elite ownership — 44% AUM from top-100 funds: 57 of 603 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in LFUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LFUS?

54% of holders stayed for 2+ years: 329 out of 604 hedge funds have held LFUS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Littelfuse Inc (LFUS)

Smart Money Signals — LFUS

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +40% more funds vs a year ago

Slight buying edge — 53% buying

More new buyers each quarter (+25 vs last Q)

54% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 29% newcomers

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — LFUS

Hedge Fund Ownership: LFUS

Market Analysis: LFUS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LFUS

Hedge Fund Positioning: LFUS

Statistics: LFUS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Littelfuse Inc (LFUS)

Welcome to 13Foresight!