13FPulse
LE

LEVI LEVI STRAUSS & CO- CLASS A

2026Q2 · CUSIP 52736R102 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
304
Institutions that reported holding it to the SEC
Net increase in holders
+26
Last quarter 278 → now 304
How unusual is that
Top 20%
Stronger buying than 87% of US stocks
What the filings say, in one paragraph

304 funds held LEVI at the end of 2026Q2, up 26 from the quarter before. That is stronger buying than 87.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $6.6B(YoY +7.3%), the P/E is 12.7x, return on equity is 28.1%. LEVI has had 7 buying rushes in its history, and the price moved -7.0% 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 Other sector.

How many funds owned it, quarter by quarter

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

2019Q2: holders=137 2019Q3: holders=126 2019Q4: holders=151 2020Q1: holders=129 2020Q2: holders=145 2020Q3: holders=161 2020Q4: holders=185 2021Q1: holders=175 2021Q2: holders=203 2021Q3: holders=230 2021Q4: holders=241 2022Q1: holders=227 2022Q2: holders=227 2022Q3: holders=219 2022Q4: holders=219 2023Q1: holders=207 2023Q2: holders=214 2023Q3: holders=197 2023Q4: holders=202 2024Q1: holders=196 2024Q2: holders=223 2024Q3: holders=234 2024Q4: holders=233 2025Q1: holders=238 2025Q2: holders=254 2025Q3: holders=268 2025Q4: holders=274 2026Q1: holders=278 2026Q2: holders=304 -28 -14 +0 +14 +28 113217320 19Q220Q120Q421Q322Q223Q123Q424Q325Q226Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q2 Top 20% +2.4% +7.2%
2024Q2 Top 10% -11.1% -2.6%
2021Q3 Top 10% -21.6% -40.7%
2021Q2 Top 10% +1.2% -16.2%
2020Q3 Top 20% +26.2% +46.7%
2019Q4 Top 20% -39.8% -36.5%

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
149
Change in large funds
+13
Total value they hold
$2.2B
Funds buying for the first time
63
Funds that sold out entirely
37
Price change that quarter
-1.7%
Funds holding puts (bearish)
16
Funds holding calls (bullish)
16

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)
12.7
EPS (TTM)
$1.61
EPS YoY
+57.8%
Revenue (TTM)
$6.6B
Revenue YoY
+7.3%
Net margin
9.7%
ROE
28.1%
Debt ratio
65.7%
FCF (TTM)
$559M
Dividend (TTM)
$0.56
Quarterly Revenue & EPS
2022-08-28: EPS 0.43 2022-11-27: EPS 0.38 2023-02-26: EPS 0.29 2023-05-28: EPS 0.00 2023-08-27: EPS 0.02 2023-11-26: EPS 0.31 2024-02-25: EPS -0.03 2024-05-26: EPS 0.04 2024-08-25: EPS 0.05 2024-12-01: EPS 0.46 2025-03-02: EPS 0.34 2025-06-01: EPS 0.17 2025-08-31: EPS 0.55 2025-11-30: EPS 0.39 2026-03-01: EPS 0.45 2026-05-31: EPS 0.22 0B 0.9B 1.8B $B -0.03 0.29 0.61 2016201720182019202020212022202320242025202605/26 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 19 10 37 63 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
-272M-20M232M 20162017201820192020202120222023202420252026
Latest quarter $231M (2026-05-31)

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

As of 2026-05-31 · 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.