Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Littelfuse Inc (LFUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +60
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — LFUS

Based on 528 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
528 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 — +32% more funds vs a year ago

fund count last 6Q
+129 new funds entered over the past year (+32% 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 — 55% buying

262 buying217 selling
Last quarter: 262 funds bought or added vs 217 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 (+32 vs last Q)

new funds entering per quarter
Funds opening a new LFUS position: 85 → 93 → 69 → 101. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 21% medium ■ 22% new
302 out of 528 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.
💰

Price up while funds trimmed (+26% value, -1% shares)

Value
+25%
Shares
-1%
Last quarter: total value of institutional LFUS holdings rose +26% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~101 new funds/quarter

55 → 85 → 93 → 69 → 101 new funds/Q
New funds entering each quarter: 85 → 93 → 69 → 101. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 27% newcomers

■ 64% veterans ■ 9% 1-2yr ■ 27% new
Entry-cohort mix of 537 holders: 343 (64%) are 2+ year veterans, 47 entered 1–2 years ago, and 147 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
55 of 526 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — LFUS

In 2026 Q1, 262 hedge funds were net buyers of LFUS (101 opened a new position, 161 added to an existing one), while 217 reduced or exited (176 trimmed, 41 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 35% of total institutional value in LFUS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +60 funds (more new holders than closures). Total institutional holders: 528.

Hedge Fund Ownership: LFUS

How many hedge funds hold LFUS — quarterly history vs. share price
Quarterly hedge fund ownership of LFUS vs. share price

Market Analysis: LFUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LFUS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Littelfuse Inc (LFUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LFUS has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
LFUS
+39.1%
XLK
+39.1%

LFUS outperformed XLK by +0.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
LFUS
+6.0%
XLK
+4.8%

Since the filing became public, LFUS outperformed XLK by +1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 2 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: LFUS
524 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 524 468 11.97%
13F Shares 25M 25M -1.16%
Total Value $7.84B $6.24B 25.68%
New Positions 99 69 +30
Increased Positions 160 147 +13
Closed Positions 43 82 -39
Reduced Positions 171 155 +16
Total Calls 5 1 400.0%
Total Puts 5 1 400.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: LFUS

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

524 + 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:
Top 25 LFUS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alpine Peaks Capital, LP 5.85% 17,100 $5.8M
2 ACK Asset Management LLC 5.72% 135,000 $45.8M
3 Grandeur Peak Global Advisors, LLC 4.54% 57,121 $19.4M
4 Summit Creek Advisors LLC 3.69% 52,989 $18.0M
5 Harvey Partners, LLC 3.28% 121,500 $41.2M
6 Van Lanschot Kempen Investment Management N.V. 2.92% 982,714 $333.5M
7 Channing Capital Management, LLC 2.56% 294,449 $99.9M
8 Mairs & Power Inc 2.51% 724,710 $245.9M
9 Analog Century Management LP 2.50% 153,997 $52.3M
10 Chase Investment Counsel Corp 2.19% 24,572 $8.3M
11 Copeland Capital Management, LLC 1.99% 263,396 $89.4M
12 Palisade Capital Management, LP 1.92% 169,456 $57.5M
13 Dean Capital Management 1.87% 13,291 $4.5M
14 Tributary Capital Management, LLC 1.86% 56,584 $19.2M
15 Aristotle Capital Boston, LLC 1.83% 86,993 $29.5M
16 Gallo Partners, LP 1.67% 2,579 $875K
17 Mendel Money Management 1.61% 11,368 $3.9M
18 Hamilton Point Investment Advisors, LLC 1.51% 28,975 $9.8M
19 Dean Investment Associates, LLC 1.16% 24,309 $8.2M
20 Bragg Financial Advisors, Inc 1.07% 100,048 $34.0M
21 Southpoint Capital Advisors LP 1.05% 150,000 $50.9M
22 Nano Cap New Millennium Growth Fund L P 1.02% 3,200 $1.1M
23 Giverny Capital Inc. 1.00% 80,719 $27.4M
24 Silvercrest Asset Management Group LLC 0.86% 350,856 $119.1M
25 Ariel Investments, LLC 0.82% 215,427 $73.1M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 55% buying: Last quarter: 262 funds bought or added vs 217 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?

Strong quality — 35% AUM from major funds: 55 of 526 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LFUS?

57% of holders stayed for 2+ years: 302 out of 528 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.

Is it too late to buy Littelfuse Inc (LFUS) following the 2026 Q1 hedge fund 13F filings?

As of today, LFUS has moved +6.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of +1.2%. Since the quarter end (March 31, 2026), LFUS has gained +39.1% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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