13FPulse
FU

FUL H.B. FULLER CO.

2026Q2 · CUSIP 359694106 · Sector: Materials

Normal

Fund flows are within the usual range

Funds that own it
342
Institutions that reported holding it to the SEC
Net increase in holders
+5
Last quarter 337 → now 342
How unusual is that
Above average
Stronger buying than 56% of US stocks
What the filings say, in one paragraph

342 funds held FUL at the end of 2026Q2, up 5 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $3.5B(YoY -0.6%), the P/E is 16.0x, return on equity is 8.9%. FUL has had 6 buying rushes in its history, and the price moved +9.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Materials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=176 2013Q4: holders=182 2014Q1: holders=175 2014Q2: holders=180 2014Q3: holders=174 2014Q4: holders=168 2015Q1: holders=164 2015Q2: holders=166 2015Q3: holders=160 2015Q4: holders=168 2016Q1: holders=198 2016Q2: holders=220 2016Q3: holders=210 2016Q4: holders=206 2017Q1: holders=210 2017Q2: holders=197 2017Q3: holders=200 2017Q4: holders=225 2018Q1: holders=236 2018Q2: holders=225 2018Q3: holders=215 2018Q4: holders=218 2019Q1: holders=222 2019Q2: holders=209 2019Q3: holders=206 2019Q4: holders=217 2020Q1: holders=207 2020Q2: holders=194 2020Q3: holders=210 2020Q4: holders=236 2021Q1: holders=247 2021Q2: holders=249 2021Q3: holders=244 2021Q4: holders=244 2022Q1: holders=247 2022Q2: holders=261 2022Q3: holders=248 2022Q4: holders=296 2023Q1: holders=290 2023Q2: holders=295 2023Q3: holders=285 2023Q4: holders=313 2024Q1: holders=318 2024Q2: holders=325 2024Q3: holders=330 2024Q4: holders=326 2025Q1: holders=324 2025Q2: holders=336 2025Q3: holders=333 2025Q4: holders=342 2026Q1: holders=337 2026Q2: holders=342 -48 -24 +0 +24 +48 144252360 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2023Q4 Top 20% +5.3% +5.4%
2022Q4 Top 10% -7.5% -2.3%
2022Q2 Top 10% +9.0% +3.0%
2020Q3 Top 20% +11.1% +29.5%
2016Q2 Top 10% +5.2% +9.3%
2016Q1 Top 5% +5.7% +11.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
172
Change in large funds
+9
Total value they hold
$3.2B
Funds buying for the first time
58
Funds that sold out entirely
53
Price change that quarter
-7.0%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
2

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
16.0
EPS (TTM)
$3.36
EPS YoY
+82.6%
Revenue (TTM)
$3.5B
Revenue YoY
-0.6%
Net margin
5.3%
ROE
8.9%
Debt ratio
60.9%
FCF (TTM)
$141M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-08-27: EPS 0.84 2022-12-03: EPS 0.87 2023-03-04: EPS 0.39 2023-06-03: EPS 0.73 2023-09-02: EPS 0.67 2023-12-02: EPS 0.80 2024-03-02: EPS 0.55 2024-06-01: EPS 0.91 2024-08-31: EPS 0.98 2024-11-30: EPS -0.14 2025-03-01: EPS 0.24 2025-05-31: EPS 0.76 2025-08-30: EPS 1.22 2025-11-29: EPS 0.53 2026-02-28: EPS 0.38 2026-05-30: EPS 1.23 0M 497M 993M $M -0.15 0.60 1.35 201720182019202020212022202320242025202605/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 26 16 25 34 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-86M45M176M 20162017201820192020202120222023202420252026
Latest quarter $74M (2026-05-30)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-05-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.