| 4 | CANNELL CAPITAL LLC | 344K | $3.1M | -20.5% | 5.646% | 2.07% |
| 5 | Private Advisor Group, LLC | 338K | $3.0M | +576.0% | 5.542% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 277K | $2.5M | +9.9% | 4.543% | 0.00% |
| 7 | TRUIST FINANCIAL CORP | 220K | $2.0M | 0.0% | 3.607% | 0.00% |
| 8 | GABELLI FUNDS LLC | 219K | $2.0M | 0.0% | 3.594% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 188K | $1.7M | +75.3% | 3.075% | 0.00% |
| 10 | STATE STREET CORP | 55K | $489K | +117.8% | 0.894% | 0.00% |
| 11 | NORTHERN TRUST CORP | 53K | $476K | +210.4% | 0.871% | 0.00% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 51K | $454K | +8.0% | 0.830% | 0.00% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 44K | $396K | β | 0.724% | 0.00% |
| 14 | Centiva Capital, LP | 34K | $303K | +7.6% | 0.554% | 0.00% |
| 15 | THOMPSON DAVIS & CO., INC. | 23K | $208K | β | 0.381% | 0.12% |
| 16 | Redhawk Wealth Advisors, Inc. | 22K | $201K | 0.0% | 0.368% | 0.02% |
| 17 | UBS Group AG | 17K | $155K | +86365.0% | 0.283% | 0.00% |
| 18 | Teton Advisors, LLC | 17K | $152K | 0.0% | 0.279% | 0.09% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16K | $145K | β | 0.265% | 0.00% |
| 20 | CITADEL ADVISORS LLC | 13K | $116K | -51.6% | 0.212% | 0.00% |
| 21 | NewEdge Advisors, LLC | 13K | $113K | β | 0.206% | 0.00% |
| 22 | XTX Topco Ltd | 12K | $106K | β | 0.194% | 0.00% |
| 23 | NEW YORK STATE COMMON RETIREMENT FUND | 12K | $104K | β | 0.190% | 0.00% |
| 24 | Murphy Pohlad Asset Management LLC | 10K | $92K | -9.7% | 0.169% | 0.03% |
| 25 | MORGAN STANLEY | 7K | $62K | -13.5% | 0.113% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LEE β a direct measure of their conviction.
| 39.37% |
| +1.00 pp |
| $25M |
| 28% |
| Q4 2024 | 36 | +5.9% | 38.37% | +1.16 pp | $35M | +75% |
| Q3 2024 | 34 | β | 37.21% | β | $20M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
15 institutions opened new positions in LEE during Q2 2026, while 5 fully exited. 27 added to existing positions and 6 trimmed.
LEE institutional ownership rose by 7.75 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 91.4% of all reported 13F value in LEE, and the top 25 account for 99.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lee Enterprises, Incorporated (LEE) Institutional Ownership