13FPulse
LF

LFUS LITTELFUSE INC

2026Q2 · CUSIP 537008104 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
599
Institutions that reported holding it to the SEC
Net increase in holders
+71
Last quarter 528 → now 599
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

599 funds held LFUS at the end of 2026Q2, up 71 from the quarter before. That is stronger buying than 96.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.5B(YoY +12.6%), return on equity is -1.6%. LFUS has had 17 buying rushes in its history, and the price moved +16.1% 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 Industrials 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=189 2013Q4: holders=187 2014Q1: holders=189 2014Q2: holders=192 2014Q3: holders=193 2014Q4: holders=215 2015Q1: holders=203 2015Q2: holders=207 2015Q3: holders=204 2015Q4: holders=215 2016Q1: holders=250 2016Q2: holders=236 2016Q3: holders=219 2016Q4: holders=254 2017Q1: holders=263 2017Q2: holders=264 2017Q3: holders=282 2017Q4: holders=301 2018Q1: holders=312 2018Q2: holders=337 2018Q3: holders=343 2018Q4: holders=327 2019Q1: holders=325 2019Q2: holders=328 2019Q3: holders=298 2019Q4: holders=303 2020Q1: holders=273 2020Q2: holders=296 2020Q3: holders=289 2020Q4: holders=318 2021Q1: holders=339 2021Q2: holders=335 2021Q3: holders=335 2021Q4: holders=349 2022Q1: holders=359 2022Q2: holders=342 2022Q3: holders=357 2022Q4: holders=359 2023Q1: holders=361 2023Q2: holders=377 2023Q3: holders=370 2023Q4: holders=390 2024Q1: holders=422 2024Q2: holders=400 2024Q3: holders=425 2024Q4: holders=415 2025Q1: holders=410 2025Q2: holders=442 2025Q3: holders=491 2025Q4: holders=469 2026Q1: holders=528 2026Q2: holders=599 -71 -35.5 +0 +35.5 +71 168399629 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 17 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5%
2025Q3 Top 5% +54.7% +88.0%
2025Q2 Top 10% -4.4% +38.9%
2024Q3 Top 20% +5.8% -12.2%
2024Q1 Top 10% +1.5% -6.7%
2023Q2 Top 20% -8.6% -5.0%
2022Q3 Top 10% +11.2% +10.8%

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
254
Change in large funds
+37
Total value they hold
$11.4B
Funds buying for the first time
126
Funds that sold out entirely
55
Price change that quarter
-5.7%
Funds holding puts (bearish)
6
Funds holding calls (bullish)
4

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)
EPS (TTM)
$-1.68
EPS YoY
-144.0%
Revenue (TTM)
$2.5B
Revenue YoY
+12.6%
Net margin
-1.6%
ROE
-1.6%
Debt ratio
34.8%
FCF (TTM)
$390M
Dividend (TTM)
$2.95
Quarterly Revenue & EPS
2022-07-02: EPS 3.48 2022-10-01: EPS 3.02 2022-12-31: EPS 3.74 2023-04-01: EPS 3.54 2023-07-01: EPS 2.79 2023-09-30: EPS 2.30 2023-12-30: EPS 1.71 2024-03-30: EPS 1.93 2024-06-29: EPS 1.82 2024-09-28: EPS 2.32 2024-12-28: EPS -2.07 2025-03-29: EPS 1.75 2025-06-28: EPS 2.30 2025-09-27: EPS 2.77 2025-12-27: EPS -9.71 2026-03-28: EPS 2.96 0M 329M 659M $M -10.68 -3.28 4.11 20162017201820192020202120222023202420252026 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 31 17 40 64 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
0K70M140M 20162017201820192020202120222023202420252026
Latest quarter $66M (2026-03-28)

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

As of 2026-03-28 · 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.