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Institutional Ownership · SEC Form 13F

Who owns Lifetime Brands, Inc. (LCUT)


Which tracked institutional funds hold LCUT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LCUT company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

53
Institutional holders
9M
Shares held (tracked funds)
39.8%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on LCUT is one-sided between 2025-Q4 and 2026-Q1: 16 added or opened and 1 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

LCUT’s largest tracked holder by dollar value, JB CAPITAL PARTNERS LP, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in LCUT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 53 tracked filers holding LCUT, 21 increased or opened the position and 23 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in LCUT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 1

  • VANGUARD CAPITAL MANAGEMENT LLC$3M

Full exits 1

  • VANGUARD GROUP INC$3M

Largest adds

  • JB CAPITAL PARTNERS LP$3M
  • Mill Road Capital Management LLC$2M
  • AMERIPRISE FINANCIAL INC$2M
  • DIMENSIONAL FUND ADVISORS LP$2M
  • MARTIN & CO INC /TN/$1M
  • Pacific Ridge Capital Partners, LLC$941K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
JB CAPITAL PARTNERS LP1,627,852$9M15.9%2026-Q1
Mill Road Capital Management LLC1,065,810$6M10.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed1,064,097$6M10.5%2026-Q1
AMERIPRISE FINANCIAL INC added922,216$5M9.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new566,530$3M5.6%2026-Q1
MARTIN & CO INC /TN/ added532,041$3M5.2%2026-Q1
Pacific Ridge Capital Partners, LLC added495,737$3M4.9%2026-Q1
RBF Capital, LLC trimmed402,452$2M4.0%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added236,658$1M2.3%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed227,686$1M2.2%2026-Q1
BlackRock, Inc. added223,669$1M2.2%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC214,214$1M2.1%2026-Q1
Truffle Hound Capital, LLC200,000$1M2.0%2026-Q1
GAMCO INVESTORS, INC. ET AL178,000$1M1.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added159,491$916K1.6%2026-Q1
Empowered Funds, LLC124,128$712K1.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added116,765$670K1.2%2026-Q1
LSV ASSET MANAGEMENT74,600$428K0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new73,224$420K0.7%2026-Q1
Creative Planning new54,639$314K0.5%2026-Q1
Teton Advisors, LLC trimmed50,900$292K0.5%2026-Q1
GSA CAPITAL PARTNERS LLP trimmed46,775$268K0.5%2026-Q1
NORTHERN TRUST CORP trimmed45,380$260K0.4%2026-Q1
STATE STREET CORP added45,079$259K0.4%2026-Q1
UBS Group AG added42,686$245K0.4%2026-Q1
JANE STREET GROUP, LLC trimmed34,722$199K0.3%2026-Q1
BAILARD, INC. added27,089$155K0.3%2026-Q1
Strategic Blueprint, LLC added26,841$154K0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added20,722$119K0.2%2026-Q1
HSBC HOLDINGS PLC19,862$114K0.2%2026-Q1
Values First Advisors, Inc. added19,101$110K0.2%2026-Q1
BARCLAYS PLC trimmed16,628$95K0.2%2026-Q1
GABELLI FUNDS LLC12,500$72K0.1%2026-Q1
MARSHALL WACE, LLP trimmed11,612$67K0.1%2026-Q1
MORGAN STANLEY trimmed11,095$64K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed10,237$59K0.1%2026-Q1
Centiva Capital, LP new10,183$58K0.1%2026-Q1
EverSource Wealth Advisors, LLC added731$51K0.1%2026-Q1
Vanguard Global Advisers, LLC new4,421$25K0.0%2026-Q1
FIRST HORIZON CORP2,190$13K0.0%2026-Q1
FMR LLC trimmed2,004$12K0.0%2026-Q1
TD Waterhouse Canada Inc.2,000$11K0.0%2026-Q1
Investors Research Corp1,700$10K0.0%2026-Q1
JNBA Financial Advisors1,216$7K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed819$5K0.0%2026-Q1
Gen-Wealth Partners Inc new600$3K0.0%2026-Q1
CWM, LLC trimmed247$1K0.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed222$1K0.0%2026-Q1
Optiver Holding B.V.98$5630.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed46$2640.0%2026-Q1
VANGUARD GROUP INC added644,175$3M4.4%2025-Q4 stale
Teton Advisors, Inc. trimmed149,000$760K1.3%2025-Q2 stale
GAMMA Investing LLC added2,268$460K0.8%2025-Q1 stale
Bank of New York Mellon Corp trimmed112,333$435K0.7%2025-Q3 stale
SMITH, MOORE & CO. trimmed43,984$217K0.4%2025-Q1 stale
SageView Advisory Group, LLC trimmed54,482$215K0.4%2025-Q4 stale
Y-Intercept (Hong Kong) Ltd added41,555$212K0.4%2025-Q2 stale
KENNEDY CAPITAL MANAGEMENT LLC trimmed42,486$209K0.4%2025-Q1 stale
CHARLES SCHWAB INVESTMENT MANAGEMENT INC35,087$173K0.3%2025-Q1 stale
AQR CAPITAL MANAGEMENT LLC added23,829$122K0.2%2025-Q2 stale
JPMORGAN CHASE & CO trimmed22,550$111K0.2%2025-Q1 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed25,674$101K0.2%2025-Q4 stale
Qube Research & Technologies Ltd added17,247$88K0.2%2025-Q2 stale
Nuveen, LLC new16,644$82K0.1%2025-Q1 stale
Invesco Ltd. trimmed16,082$82K0.1%2025-Q2 stale
GOLDMAN SACHS GROUP INC added18,717$72K0.1%2025-Q3 stale
Corton Capital Inc. trimmed12,065$62K0.1%2025-Q2 stale
MILLENNIUM MANAGEMENT LLC trimmed12,396$61K0.1%2025-Q1 stale
PRUDENTIAL FINANCIAL INC added11,478$57K0.1%2025-Q1 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed378$54K0.1%2025-Q4 stale
PANAGORA ASSET MANAGEMENT INC trimmed10,726$53K0.1%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed11,530$46K0.1%2025-Q4 stale
NEW YORK STATE COMMON RETIREMENT FUND8,900$44K0.1%2025-Q1 stale
ROYCE & ASSOCIATES LP10,723$41K0.1%2025-Q3 stale
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added7,552$37K0.1%2025-Q1 stale
Corebridge Financial, Inc. trimmed6,093$30K0.1%2025-Q1 stale
PICTON MAHONEY ASSET MANAGEMENT new4,560$22K0.0%2025-Q1 stale
WELLS FARGO & COMPANY/MN trimmed2,414$12K0.0%2025-Q2 stale
First Horizon Advisors, Inc.2,190$11K0.0%2025-Q2 stale
Allworth Financial LP new2,316$9K0.0%2025-Q3 stale
Ameritas Investment Partners, Inc.1,219$6K0.0%2025-Q1 stale
Legal & General Group Plc1,069$5K0.0%2025-Q1 stale
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM901$4K0.0%2025-Q1 stale
OSAIC HOLDINGS, INC. added774$3K0.0%2025-Q4 stale
RHUMBLINE ADVISERS trimmed539$3K0.0%2025-Q2 stale
AMALGAMATED BANK430$2K0.0%2025-Q1 stale
Federation des caisses Desjardins du Quebec new400$2K0.0%2025-Q4 stale
Sterling Capital Management LLC trimmed223$1K0.0%2025-Q1 stale
HARBOR CAPITAL ADVISORS, INC. added248$1K0.0%2025-Q2 stale
JONES FINANCIAL COMPANIES LLLP new230$9090.0%2025-Q4 stale
Russell Investments Group, Ltd.135$5220.0%2025-Q3 stale
PNC Financial Services Group, Inc. trimmed68$3350.0%2025-Q1 stale
NISA INVESTMENT ADVISORS, LLC75$2900.0%2025-Q3 stale
Guardian Wealth Management, Inc. trimmed36$1800.0%2025-Q1 stale
RAYMOND JAMES FINANCIAL INC new32$1630.0%2025-Q2 stale
COLDSTREAM CAPITAL MANAGEMENT INC new28$1390.0%2025-Q1 stale
Clearstead Advisors, LLC new17$870.0%2025-Q2 stale
IFP Advisors, Inc trimmed0$760.0%2025-Q2 stale
True Wealth Design, LLC trimmed19$740.0%2025-Q3 stale
Arax Advisory Partners new11$420.0%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership