Lincoln Electric Holdings, Inc.
US ˙ NasdaqGS ˙ US5339001068

SecurityLECO / Lincoln Electric Holdings, Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership84,268 shares
Latest Disclosed Value $ 20,196,568
Sei Investments Co reports 31.97% decrease in ownership of LECO / Lincoln Electric Holdings, Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 84,268 shares of Lincoln Electric Holdings, Inc. (US:LECO) valued at $20,193,984 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 123,876 shares of Lincoln Electric Holdings, Inc.. This represents a change in shares of -31.97% during the quarter. The current value of the position is $22,147,316 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F LINCOLN ELEC HLDGS COM 533900106 84,268 -39,608 -31.97 20,197 -30.86 0.0199
2025-11-13 2025-09-30 13F LINCOLN ELEC HLDGS COM 533900106 123,876 16,141 14.98 29,213 30.80 0.0314
2025-08-14 2025-06-30 13F LINCOLN ELEC HLDGS COM 533900106 107,735 8,343 8.39 22,334 18.79 0.0259
2025-05-14 2025-03-31 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 99,392 24,416 32.57 18,802 33.78 0.0242
2025-05-13 2025-03-31 13F LINCOLN ELEC HLDGS COM 533900106 76,242 1,266 14,326 0.0156
2025-02-11 2024-12-31 13F LINCOLN ELEC HLDGS COM 533900106 74,976 28,199 60.28 14,054 56.47 0.0180
2024-11-12 2024-09-30 13F LINCOLN ELEC HLDGS COM 533900106 46,777 -1,125 -2.35 8,983 -0.59 0.0117
2024-08-13 2024-06-30 13F LINCOLN ELEC HLDGS COM 533900106 47,902 6,456 15.58 9,036 -14.66 0.0128
2024-05-07 2024-03-31 13F LINCOLN ELEC HLDGS COM 533900106 41,446 -1,429 -3.33 10,587 13.57 0.0155
2024-02-14 2023-12-31 13F LINCOLN ELEC HLDGS COM 533900106 42,875 4,427 11.51 9,323 33.38 0.0150
2023-11-14 2023-09-30 13F LINCOLN ELEC HLDGS COM 533900106 38,448 4,382 12.86 6,990 3.31 0.0126
2023-08-11 2023-06-30 13F LINCOLN ELEC HLDGS COM 533900106 34,066 -13,549 -28.46 6,766 -15.97 0.0118
2023-05-12 2023-03-31 13F LINCOLN ELEC HLDGS COM 533900106 47,615 13,335 38.90 8,052 62.55 0.0150
2023-02-10 2022-12-31 13F LINCOLN ELEC HLDGS COM 533900106 34,280 -285 -0.82 4,953 13.97 0.0110
2022-11-14 2022-09-30 13F LINCOLN ELEC HLDGS COM 533900106 34,565 8,342 31.81 4,346 33.97 0.0097
2022-08-15 2022-06-30 13F LINCOLN ELEC HLDGS COM 533900106 26,223 19,825 309.86 3,244 253.38 0.0070
2022-05-13 2022-03-31 13F LINCOLN ELEC HLDGS COM 533900106 6,398 3,613 129.73 918 126.11 0.0018
2022-02-14 2021-12-31 13F LINCOLN ELEC HLDGS COM 533900106 2,785 2,785 406 0.0008
2021-11-12 2021-09-30 13F LINCOLN ELEC HLDGS COM 533900106 0 -1,678 -100.00 0 -100.00
2021-08-06 2021-06-30 13F LINCOLN ELEC HLDGS COM 533900106 1,678 1,678 238 0.0005
2021-02-08 2020-12-31 13F LINCOLN ELEC HLDGS COM 533900106 0 -18,680 -100.00 0 -100.00
2020-12-04 2020-09-30 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 18,680 663 3.68 1,719 13.32 0.0050
2020-11-06 2020-09-30 13F LINCOLN ELEC HLDGS COM 533900106 19,152 1,135 1,762 4,242.5042
2020-08-17 2020-06-30 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 18,017 3,545 24.50 1,517 51.85 0.0047
2020-08-11 2020-06-30 13F LINCOLN ELEC HLDGS COM 533900106 20,964 6,492 2,024 5,490.2077
2020-05-14 2020-03-31 13F LINCOLN ELEC HLDGS COM 533900106 14,472 -6,184 -29.94 999 -50.03 0.0037
2020-02-06 2019-12-31 13F LINCOLN ELEC HLDGS COM 533900106 20,656 -10,177 -33.01 1,999 -25.27 0.0060
2019-11-12 2019-09-30 13F LINCOLN ELEC HLDGS COM 533900106 30,833 -45,430 -59.57 2,675 -57.39 0.0068
2019-08-14 2019-06-30 13F LINCOLN ELEC HLDGS COM 533900106 76,263 22,502 41.86 6,278 39.23 0.0205
2019-05-15 2019-03-31 13F LINCOLN ELEC HLDGS COM 533900106 53,761 32,913 157.87 4,509 131.47 0.0151
2019-02-13 2018-12-31 13F LINCOLN ELEC HLDGS COM 533900106 20,848 0 0.00 1,948 0.00 0.0069
2018-11-08 2018-09-30 13F LINCOLN ELEC HLDGS COM 533900106 20,848 -2,054 -8.97 1,948 -3.08 0.0071
2018-08-03 2018-06-30 13F LINCOLN ELEC HLDGS COM 533900106 22,902 1,175 5.41 2,010 2.87 0.0068
2018-05-11 2018-03-31 13F LINCOLN ELEC HLDGS COM 533900106 21,727 -1,272 -5.53 1,954 -7.22 0.0075
2018-02-08 2017-12-31 13F LINCOLN ELEC HLDGS COM 533900106 22,999 9,266 67.47 2,106 67.28 0.0073
2017-11-06 2017-09-30 13F LINCOLN ELEC HLDGS COM 533900106 13,733 6,317 85.18 1,259 84.33 0.0045
2017-07-31 2017-06-30 13F LINCOLN ELEC HLDGS COM 533900106 7,416 262 3.66 683 9.81 0.0027
2017-05-05 2017-03-31 13F LINCOLN ELEC HLDGS COM 533900106 7,154 -2,166 -23.24 622 -13.01 0.0027
2017-02-02 2016-12-31 13F LINCOLN ELEC HLDGS COM 533900106 9,320 -4,718 -33.61 715 -18.66 0.0035
2016-11-04 2016-09-30 13F LINCOLN ELEC HLDGS COM 533900106 14,038 1,858 15.25 879 22.25 0.0045
2016-08-11 2016-06-30 13F LINCOLN ELEC HLDGS COM 533900106 12,180 6,677 121.33 719 122.60 0.0043
2016-05-10 2016-03-31 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 5,503 5,268 2,241.70 323 2,591.67 0.0020
2016-02-03 2015-12-31 13F LINCOLN ELEC HLDGS COM 533900106 235 79 50.64 12 50.00 0.0001
2015-11-02 2015-09-30 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 156 48 44.44 8 33.33 0.0001
2015-10-30 2015-09-30 13F LINCOLN ELEC HLDGS COM 533900106 156 9
2015-08-07 2015-06-30 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 108 84 350.00 6 200.00 0.0001
2015-08-04 2015-06-30 13F LINCOLN ELEC HLDGS COM 533900106 108 84 6 0.0001
2015-05-14 2015-03-31 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 24 -204 -89.47 2 -86.67 0.0000
2015-05-01 2015-03-31 13F LIME ENERGY COM PAR $0.0001 533900106 24 2
2015-02-10 2014-12-31 13F LINCOLN ELEC HLDGS COM 533900106 228 228 15 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.