13FPulse
LN

LNTH LANTHEUS HOLDINGS INC

2026Q2 · CUSIP 516544103 · Sector: Healthcare & Biotech

Piling in

Net holder growth ranks near the top of the market

Funds that own it
453
Institutions that reported holding it to the SEC
Net increase in holders
+49
Last quarter 404 → now 453
How unusual is that
Top 10%
Stronger buying than 94% of US stocks
What the filings say, in one paragraph

453 funds held LNTH at the end of 2026Q2, up 49 from the quarter before. That is stronger buying than 94.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.6B(YoY +2.4%), the P/E is 24.1x, return on equity is 21.0%. LNTH has had 19 buying rushes in its history, and the price moved -1.1% 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 Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

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

2015Q3: holders=41 2015Q4: holders=48 2016Q1: holders=44 2016Q2: holders=41 2016Q3: holders=70 2016Q4: holders=80 2017Q1: holders=95 2017Q2: holders=141 2017Q3: holders=154 2017Q4: holders=166 2018Q1: holders=166 2018Q2: holders=163 2018Q3: holders=152 2018Q4: holders=147 2019Q1: holders=188 2019Q2: holders=197 2019Q3: holders=170 2019Q4: holders=155 2020Q1: holders=161 2020Q2: holders=191 2020Q3: holders=171 2020Q4: holders=160 2021Q1: holders=160 2021Q2: holders=190 2021Q3: holders=181 2021Q4: holders=196 2022Q1: holders=276 2022Q2: holders=319 2022Q3: holders=353 2022Q4: holders=368 2023Q1: holders=389 2023Q2: holders=434 2023Q3: holders=397 2023Q4: holders=401 2024Q1: holders=407 2024Q2: holders=453 2024Q3: holders=501 2024Q4: holders=487 2025Q1: holders=527 2025Q2: holders=477 2025Q3: holders=420 2025Q4: holders=391 2026Q1: holders=404 2026Q2: holders=453 -80 -40 +0 +40 +80 36295554 15Q316Q418Q119Q220Q321Q423Q124Q225Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 19 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2025Q1 Top 5% +1.2% -29.5%
2024Q3 Top 5% +23.1% +2.6%
2024Q2 Top 5% +10.8% -14.8%
2023Q2 Top 5% +1.4% +2.4%
2023Q1 Top 10% -15.8% -32.8%
2022Q3 Top 5% -8.6% +7.0%
2022Q2 Top 5% -10.6% -29.1%

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
206
Change in large funds
+15
Total value they hold
$8.3B
Funds buying for the first time
97
Funds that sold out entirely
48
Price change that quarter
+8.2%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
7

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)
24.1
EPS (TTM)
$4.18
EPS YoY
+11.5%
Revenue (TTM)
$1.6B
Revenue YoY
+2.4%
Net margin
17.7%
ROE
21.0%
Debt ratio
45.7%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.20 2021-12-31: EPS -0.60 2022-03-31: EPS 0.61 2022-06-30: EPS 0.61 2022-09-30: EPS 0.86 2022-12-31: EPS -1.68 2023-03-31: EPS -0.04 2023-06-30: EPS 1.33 2023-09-30: EPS 1.88 2023-12-31: EPS 1.48 2024-03-31: EPS 1.87 2024-06-30: EPS 0.88 2024-09-30: EPS 1.79 2024-12-31: EPS -0.18 2025-03-31: EPS 1.02 2025-06-30: EPS 1.12 2025-09-30: EPS 0.41 2025-12-31: EPS 0.86 2026-03-31: EPS 1.80 2026-06-30: EPS 1.11 0M 203M 407M $M -1.85 0.11 2.07 2016201720182019202020212022202320242025202606/26 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 22 11 110 208 20222023202420252026

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
-141M-12M117M 20162017201820192020202120222023202420252026
Latest quarter $112M (2023-12-31)

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

As of 2026-06-30 · 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.