Security

Smart Money Stocks — Top 25 stocks by alpha-weighted hedge fund ownership. Full screener with filters →
# Ticker Company Holders Total Value Smart Score
1INGMINGRAM MICRO HLDG CORP145$21.81B0.9235
2CTOSCUSTOM TRUCK ONE SOURCE INC178$11.31B0.9194
3AKAA K A BRANDS HLDG CORP21$0.07B0.9172
4MHMCGRAW HILL INC98$5.21B0.9095
5CNACNA FINL CORP292$13.06B0.9036
6SBDSSOLO BRANDS INC22$0.01B0.8994
7BALYBALLYS CORPORATION56$0.62B0.8951
8SAILSAILPOINT INC204$11.42B0.8926
9SBILSIMPLIFY EXCHANGE TRADED FUN10$4.38B0.8895
10PABUISHARES TR26$1.55B0.8890
11LUCKLUCKY STRIKE ENTERTAINMENT64$0.60B0.8825
12FLYXFLYEXCLUSIVE INC44$0.11B0.8794
13OLPXOLAPLEX HLDGS INC137$0.76B0.8721
14G21307106CI&T INC43$0.23B0.8714
15RYIRYERSON HLDG CORP161$2.98B0.8668
16LOTLOTUS TECHNOLOGY INC11$0.01B0.8648
1730190A104F&G ANNUITIES &LIFE INC439$3.86B0.8645
18SCORCOMSCORE INC24$0.03B0.8621
19BAMBROOKFIELD ASSET MANAGMT LTD639$78.27B0.8598
20ANEBANEBULO PHARMACEUTICALS INC19$0.09B0.8597
21FEAM5E ADVANCED MATERIALS INC33$0.03B0.8596
22BAYABAYER A G17$0.08B0.8588
23BRNSBARINTHUS BIOTHERAPEUTICS PL13$0.05B0.8580
24ITHINTERNATIONAL TOWER HILL MI53$0.26B0.8569
25NCSMNCS MULTISTAGE HLDGS INC28$0.07B0.8545
26000000000CONFIDENTIAL114$6.46B0.8533
27AQLTISHARES TR15$0.20B0.8530
28VRMVROOM INC44$0.10B0.8480
29BBUCBROOKFIELD BUSINESS CORP131$2.28B0.8450
3067080N119NUVATION BIO INC21$0.01B0.8448
3129977X105EVERCOMMERCE INC90$1.98B0.8417
32ARDTARDENT HEALTH INC126$0.95B0.8406
33BH/ABIGLARI HLDGS INC35$0.33B0.8394
34GBTGGlobal Business Travel Group, Inc.167$2.22B0.8393
35SVVSAVERS VALUE VLG INC151$1.47B0.8386
36KLRSKALARIS THERAPEUTICS INC52$0.15B0.8382
37LIQTLIQTECH INTL INC17$0.01B0.8382
38M2029K104BIRKENSTOCK HOLDING PLC252$7.06B0.8370
39G17434104BROOKFIELD WEALTH SOL LTD108$0.85B0.8358
40CRRFYCARREFOURSA10$0.01B0.8348
41G8656L130TH INTERNATIONAL LIMITED13$0.01B0.8345
42MCWMISTER CAR WASH INC215$1.84B0.8321
43SEATVIVID SEATS INC77$0.06B0.8300
44003CVR016ABIOMED INC10$0.00B0.8300
45G9471C206VERTICAL AEROSPACE LTD75$0.41B0.8289
46GIFTGIFTIFY INC14$0.00B0.8264
47VALNVALNEVA SE19$0.05B0.8260
48SNDASONIDA SENIOR LIVING INC68$0.47B0.8258
49SPUCSIMPLIFY EXCHANGE TRADED FUN17$0.10B0.8247
50VEONVEON LTD114$0.89B0.8240

Smart Score (0–1): Composite of alpha-weighted hedge fund ownership signals. Higher = stronger institutional conviction. Learn more

Top Stocks — Q4 25

Most widely held securities by institutional investors. Click a ticker to view full ownership detail, or use the Screener to filter by any criteria.

# Ticker Company Holders Inst. Value New ↑ Exits ↓ Score
1MSFTMicrosoft Corp6,183$2,581.70B811180.6591
2AAPLApple Inc5,990$2,545.06B93970.6566
3AMZNAmazon.com Inc5,974$1,596.14B1621130.6588
4NVDANvidia Corp5,708$3,088.28B1411160.6510
5GOOGLAlphabet Inc5,560$1,420.50B2521000.6587
6METAMeta Platforms Inc5,043$1,139.14B1522330.6532
7GOOGALPHABET INC5,013$988.64B240970.6594
8JPMJPMorgan Chase & Co4,994$626.34B118960.6528
9BRK/BBERKSHIRE HATHAWAY INC DEL4,793$455.15B1081390.6619
10SPYSPDR S&P 500 ETF TR4,599$895.83B1511430.6091
11AVGOBroadcom Inc4,586$1,237.21B2271200.6556
12VVisa Inc4,485$500.77B1331380.6682
13JNJJohnson & Johnson4,461$362.18B1751040.6550
14XOMExxon Mobil Corp4,441$329.51B1561090.6530
15LLYEli Lilly and Company4,378$838.23B3391050.6889
16WMTWalmart Inc4,328$324.08B175940.6472
17TSLATESLA INC4,257$881.79B1811350.6323
18HDHome Depot Inc4,104$246.14B1112280.6535
19ABBVABBVIE INC4,048$295.03B1261350.6526
20COSTCostco Wholesale Corp4,043$266.48B1131780.6480
21PGThe Procter & Gamble Co3,985$221.86B1151900.6557
22CVXCHEVRON CORP NEW3,931$221.17B1111440.6643
23IVViShares Core S&P 5003,909$557.10B116630.6709
24NDQINVESCO QQQ TR3,827$441.56B1691530.5857
25VOOVANGUARD INDEX FDS3,737$322.65B169950.6792
26ORCLOracle Corp3,705$260.18B1704120.6448
27MAMastercard Inc CL A3,683$434.24B1261220.6748
28IBMInternational Business Machine3,648$178.94B1891150.6450
29CSCOCisco Systems Inc3,640$230.01B1951180.6472
30BACBANK AMERICA CORP3,588$303.57B1711050.6683
31MRKMERCK & CO INC3,549$201.89B2811340.6506
32MCDMCDONALDS CORP3,536$157.61B1161380.6495
33CATCaterpillar Inc3,496$189.61B271940.6571
34VTIVANGUARD INDEX FDS3,487$154.51B114730.7042
35PEPPEPSICO INC3,482$148.34B1471260.6518
36NFLXNetflix Inc3,482$327.61B1853300.6486
37KOCOCA COLA CO3,450$219.69B1431210.6742
38RTXRTX CORPORATION3,295$194.60B2051030.6644
39UNHUNITEDHEALTH GROUP INC3,269$263.10B1752260.6469
40ABTAbbott Labs3,251$167.29B1271770.6623
41DISThe Walt Disney Co3,173$151.42B1291810.6552
42GEGE Aerospace3,171$248.61B186870.6753
43TSMTaiwan Semiconductor Manufactu3,100$259.57B2311020.6676
44AMDADVANCED MICRO DEVICES INC3,099$271.03B3911400.6301
45AMGNAmgen Inc3,064$141.74B220890.6581
46VZVerizon Communications Inc3,042$114.01B1262060.6526
47GLDSPDR GOLD TR3,020$188.99B202880.6020
48PLTRPALANTIR TECHNOLOGIES INC3,013$264.86B1961670.6327
49AXPAmerican Express Co3,006$213.88B215890.6945
50QCOMQUALCOMM INC2,971$138.55B1501240.6471

Source: SEC 13F-HR filings, Q4 25. Not investment advice.

LECO LINCOLN ELEC HLDGS INC

COM
CUSIP: 533900106
FIGI: BBG000BB72K8
Institutional Holders681
Total Institutional Value$10,251,623,553
Total Shares Held44,960,193
Avg Position$15,053,779
Top 5 Holders %37.5%
Alpha-Weighted Score65.9
New Positions+78
Exited Positions-57

Top 15 Institutional Holders by Value

New   Increased   Decreased   Unchanged

Institutional Holders — Q4 25

ManagerAlphaFlowValueSharesChange
VANGUARD GROUP INCHigh ConvictionMarket Mover$1,273,852,192 (12.4%)5,315,691-
BLACKROCK FUNDING, INC. /DEHigh ConvictionMarket Mover$1,204,150,273 (11.7%)5,024,830-
STATE STREET CORPHigh ConvictionMarket Mover$535,525,074 (5.2%)2,227,449-2.4%
NORGES BANKHigh ConvictionMarket Mover$415,155,212 (4.0%)1,732,41237.0%
VICTORY CAPITAL MANAGEMENT INCHigh ConvictionMarket Mover$413,785,909 (4.0%)1,726,698-5.2%
GEODE CAPITAL MANAGEMENT, LLCHigh ConvictionMarket Mover$313,174,647 (3.1%)1,306,6412.1%
JPMORGAN CHASE & COHigh ConvictionMarket Mover$306,767,039 (3.0%)1,280,116-42.0%
M&T BANK CORPHigh ConvictionSignificant Flow$268,360,437 (2.6%)1,293,2775,236.9%
AQR CAPITAL MANAGEMENT LLCHigh ConvictionMarket Mover$230,469,381 (2.2%)961,73234.7%
Invesco Ltd.Moderate ConvictionMarket Mover$219,506,219 (2.1%)915,983-
ROBECO INVESTMENT MANAGEMENT, INC.High ConvictionSignificant Flow$200,168,114 (2.0%)835,180-
PARK EDGE ADVISORS, LLCHigh ConvictionMinimal Flow$160,189,035 (1.6%)668,457-
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCHigh ConvictionSignificant Flow$146,135,348 (1.4%)609,812NEW
KEYBANK NATIONAL ASSOCIATION/OHHigh ConvictionSignificant Flow$140,455,160 (1.4%)586,109-
DIMENSIONAL FUND ADVISORS LPHigh ConvictionMarket Mover$130,083,634 (1.3%)542,7673.5%
VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LPHigh ConvictionModerate Flow$111,445,541 (1.1%)465,054-
Bank of New York Mellon CorpHigh ConvictionMarket Mover$110,231,878 (1.1%)459,989-8.5%
NORTHERN TRUST CORPHigh ConvictionMarket Mover$107,262,145 (1.0%)447,597-
FISHER INVESTMENTS INCHigh ConvictionSignificant Flow$105,962,576 (1.0%)442,1742.6%
STIFEL FINANCIAL CORPHigh ConvictionMarket Mover$98,051,283 (1.0%)409,160-
CHAMPLAIN INVESTMENT PARTNERS, LLCHigh ConvictionModerate Flow$94,352,019 (0.9%)393,724-26.4%
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.High ConvictionSignificant Flow$92,129,838 (0.9%)384,4434.2%
FIRST TRUST ADVISORS LPHigh ConvictionMarket Mover$89,274,816 (0.9%)372,537-18.1%
SCHWAB CHARLES INVESTMENT MANAGEMENT INCHigh ConvictionMarket Mover$88,428,119 (0.9%)369,004-43.2%
MORGAN STANLEYModerate ConvictionMarket Mover$83,770,273 (0.8%)349,565-10.6%
PRINCIPAL FINANCIAL GROUP INCHigh ConvictionMarket Mover$81,192,181 (0.8%)338,792-
TWENTIETH CENTURY COMPANIES INCHigh ConvictionMarket Mover$80,968,183 (0.8%)337,874-
WESTFIELD CAPITAL MANAGEMENT CO LPHigh ConvictionModerate Flow$80,932,419 (0.8%)337,72521.3%
QUBE RESEARCH & TECHNOLOGIES LTDModerate ConvictionMarket Mover$76,187,547 (0.7%)317,925-
CARTENNA CAPITAL, LPHigh ConvictionLow Flow$75,486,600 (0.7%)315,0003.3%
FIERA SCEPTRE INC.High ConvictionModerate Flow$72,870,451 (0.7%)304,08335.0%
BTIM CORP.High ConvictionModerate Flow$72,791,911 (0.7%)303,755-
GOLDMAN SACHS GROUP INCHigh ConvictionMarket Mover$67,401,885 (0.7%)281,263-34.8%
ALLIANZ ASSET MANAGEMENT GMBHHigh ConvictionSignificant Flow$65,426,752 (0.6%)273,02150.6%
SATURNA CAPITAL CORPElite ConvictionModerate Flow$64,457,169 (0.6%)268,975-
UBS Group AGModerate ConvictionMarket Mover$64,413,075 (0.6%)268,791-22.3%
QUANTINNO CAPITAL MANAGEMENT LPHigh ConvictionSignificant Flow$57,031,228 (0.6%)237,98753.5%
BANK OF AMERICA CORP /DE/Moderate ConvictionMarket Mover$53,335,456 (0.5%)222,565-47.4%
WELCH & FORBES LLCHigh ConvictionModerate Flow$50,957,049 (0.5%)212,640-
ALYESKA INVESTMENT GROUP, L.P.High ConvictionSignificant Flow$50,233,097 (0.5%)209,61951.9%
JANUS HENDERSON GROUP PLCHigh ConvictionMarket Mover$49,852,315 (0.5%)208,017-
BIRCH HILL INVESTMENT ADVISORS LLCHigh ConvictionLow Flow$48,134,090 (0.5%)200,8603.0%
POINT72 ASSET MANAGEMENT, L.P.Moderate ConvictionMarket Mover$41,708,623 (0.4%)174,047NEW
ROYCE & ASSOCIATES LPHigh ConvictionModerate Flow$40,986,588 (0.4%)171,0342.6%
WALLEYE TRADING ADVISORS, LLCModerate ConvictionSignificant Flow$38,306,214 (0.4%)159,84918.3%
ABSHER WEALTH MANAGEMENT, LLCElite ConvictionMinimal Flow$37,393,316 (0.4%)156,040-
RAYMOND JAMES FINANCIAL INCModerate ConvictionMarket Mover$36,565,482 (0.4%)152,063-7.6%
RHUMBLINE ADVISERSHigh ConvictionMarket Mover$35,709,185 (0.3%)149,012-
Nuveen, LLCHigh ConvictionMarket Mover$34,670,157 (0.3%)144,67625.8%
CM WEALTH ADVISORS LLCHigh ConvictionMinimal Flow$33,980,212 (0.3%)141,331-
MILLENNIUM MANAGEMENT, L.L.C.Moderate ConvictionMarket Mover$33,805,536 (0.3%)141,06880.7%
PROSHARE ADVISORS LLCHigh ConvictionSignificant Flow$33,322,181 (0.3%)139,051-10.0%
VOLORIDGE INVESTMENT MANAGEMENT, LLCHigh ConvictionSignificant Flow$32,491,589 (0.3%)135,585-24.7%
GOTHAM ASSET MANAGEMENT, LLCHigh ConvictionSignificant Flow$31,261,997 (0.3%)130,454-3.3%
HPM PARTNERS LLCHigh ConvictionMarket Mover$29,692,234 (0.3%)123,90310.0%
UBS GLOBAL ASSET MANAGEMENT AMERICAS INCModerate ConvictionMarket Mover$29,271,308 (0.3%)122,147-5.7%
WELLS FARGO & COMPANY/MNModerate ConvictionMarket Mover$27,312,379 (0.3%)113,97217.7%
ENVESTNET ASSET MANAGEMENT INCHigh ConvictionSignificant Flow$26,702,977 (0.3%)111,430-7.1%
SWISS NATIONAL BANKHigh ConvictionMarket Mover$26,072,832 (0.3%)108,8002.2%
NEW YORK STATE COMMON RETIREMENT FUNDHigh ConvictionMarket Mover$25,666,882 (0.3%)107,106-90.4%
FAYEZ SAROFIM & COHigh ConvictionSignificant Flow$25,485,953 (0.2%)106,351-47.3%
DRIEHAUS CAPITAL MANAGEMENT LLCHigh ConvictionModerate Flow$25,018,656 (0.2%)104,401115.1%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMHigh ConvictionSignificant Flow$24,905,066 (0.2%)103,927-
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPHigh ConvictionMarket Mover$24,297,100 (0.2%)101,39010.8%
RETIREMENT SYSTEMS OF ALABAMAHigh ConvictionModerate Flow$24,108,743 (0.2%)100,604-
CONGRESS ASSET MANAGEMENT CO /MAHigh ConvictionModerate Flow$24,042,399 (0.2%)100,32718.1%
AMERIPRISE FINANCIAL INCModerate ConvictionMarket Mover$23,978,097 (0.2%)100,039-16.1%
ROBOTTI ROBERTHigh ConvictionMinimal Flow$23,909,842 (0.2%)99,774104.0%
ADAMS DIVERSIFIED EQUITY FUND, INC.High ConvictionLow Flow$23,892,108 (0.2%)99,70025.1%
ALLIANCEBERNSTEIN L.P.High ConvictionMarket Mover$22,971,651 (0.2%)95,859-5.7%
PRUDENTIAL FINANCIAL INCHigh ConvictionSignificant Flow$22,882,745 (0.2%)95,48813.0%
MEREWETHER INVESTMENT MANAGEMENT, LPHigh ConvictionLow Flow$22,717,872 (0.2%)94,800NEW
IEQ CAPITAL, LLCHigh ConvictionSignificant Flow$21,836,428 (0.2%)91,12234.5%
GAMCO INVESTORS, INC. ET ALHigh ConvictionModerate Flow$21,447,780 (0.2%)89,500-
MASSMUTUAL TRUST CO FSB/ADVHigh ConvictionModerate Flow$21,438,434 (0.2%)89,461-
CEREDEX VALUE ADVISORS LLCModerate ConvictionLow Flow$20,740,842 (0.2%)86,550NEW
PATTEN & PATTEN INC/TNHigh ConvictionLow Flow$20,676,379 (0.2%)86,281-
LEGAL & GENERAL GROUP PLCHigh ConvictionMarket Mover$20,493,533 (0.2%)85,518-13.7%
SEI INVESTMENTS COHigh ConvictionMarket Mover$20,196,568 (0.2%)84,268-30.9%
ALPS ADVISORS INCHigh ConvictionModerate Flow$19,322,652 (0.2%)80,632-4.1%
CARNEGIE INVESTMENT COUNSELHigh ConvictionModerate Flow$19,161,135 (0.2%)79,958299.5%
GHP INVESTMENT ADVISORS, INC.High ConvictionLow Flow$18,569,505 (0.2%)77,489-
RENAISSANCE TECHNOLOGIES LLCHigh ConvictionSignificant Flow$16,232,734 (0.2%)67,73845.1%
LOGAN CAPITAL MANAGEMENT INCHigh ConvictionLow Flow$16,117,803 (0.2%)67,2587.0%
MCCORMACK ADVISORS INTERNATIONALHigh ConvictionSignificant Flow$15,864,937 (0.2%)66,203162.2%
FRANKLIN RESOURCES INCHigh ConvictionMarket Mover$15,734,283 (0.2%)65,6586.5%
CITADEL ADVISORS LLCModerate ConvictionMarket Mover$15,615,661 (0.2%)65,163-24.8%
COLONY GROUP, LLCHigh ConvictionSignificant Flow$14,293,736 (0.1%)59,75819.7%
Freestone Grove Partners LP (CIK 0002007591)High ConvictionSignificant Flow$14,055,845 (0.1%)58,654NEW
ROYAL BANK OF CANADAHigh ConvictionMarket Mover$13,508,000 (0.1%)56,364-63.6%
WOODLINE PARTNERS LPHigh ConvictionSignificant Flow$13,179,481 (0.1%)54,997NEW
Universal- Beteiligungs- und Servicegesellschaft mbH (CIK 0002057170)High ConvictionSignificant Flow$13,075,162 (0.1%)54,11760.1%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMHigh ConvictionMarket Mover$12,500,581 (0.1%)52,164-
WE ARE ONE SEVEN, LLCHigh ConvictionModerate Flow$12,260,941 (0.1%)51,1643.9%
SHELLBACK CAPITAL, LPHigh ConvictionLow Flow$12,248,959 (0.1%)51,114NEW
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEHigh ConvictionMinimal Flow$11,797,477 (0.1%)49,230-
NEUBERGER BERMAN GROUP LLCHigh ConvictionMarket Mover$11,468,360 (0.1%)47,857-20.7%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEMHigh ConvictionSignificant Flow$10,870,310 (0.1%)45,361-
BOOTHBAY FUND MANAGEMENT, LLCModerate ConvictionModerate Flow$10,746,656 (0.1%)44,8459.6%
CORNERSTONE WEALTH GROUP, LLCHigh ConvictionLow Flow$10,684,829 (0.1%)44,587-