LEE — LEE ENTERPRISES INC
Reported value held$10.46M
Funds holding (latest)22
SectorConsumer Discretionary
Funds holding (Q2 2026)13
Institutional value$6.10M · 680.15K sh
New / Add / Cut / Exit4 / 7 / 2 / 2
Top-5 / Top-10 concentration93.8% / 99.0%
Institutional holdings change
Accumulating +103.4%
(+345.74K sh)
Institutional value change
Up +111.7%
As of Q2 2026, 13 SEC-registered investment managers reported holding LEE (LEE ENTERPRISES INC) in their latest 13F filings, with a combined reported value of $6.10M across 680.15K shares. That is +103.4% by share count (+345.74K shares) versus the previous quarter, while reported value moved +111.7%. Ownership is concentrated: the five largest holders account for 93.8% of reported value and the top ten for 99.0%.
Compared with the prior quarter, 4 opened new positions, 7 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LEE is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 363.70K | $3.26M | 0.00% | Add |
| Geode Capital Management history | 187.54K | $1.68M | 0.00% | Add |
| Northern Trust Corp history | 53.14K | $476.12K | 0.00% | Add |
| UBS Group AG history | 17.29K | $154.94K | 0.00% | Add |
| Charles Schwab Investment Management history | 16.17K | $144.91K | 0.00% | New |
| Citadel Advisors history | 12.94K | $115.94K | 0.00% | Reduce |
| Morgan Stanley history | 6.92K | $61.97K | 0.00% | Reduce |
| Deutsche Bank AG history | 6.59K | $59.06K | 0.00% | Add |
| Wells Fargo & Co history | 5.80K | $51.99K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.56K | $31.90K | 0.00% | Add |
| Citigroup Inc history | 3.08K | $27.61K | 0.00% | New |
| JPMorgan Chase & Co history | 2.76K | $26.01K | 0.00% | New |
| Legal & General Investment Management America history | 656 | $5.88K | 0.00% | New |
Q1 2026 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 106.97K | $921.53K | 0.00% | Add |
| Millennium Management history | 102.25K | $880.36K | 0.00% | New |
| BlackRock Inc history | 48.64K | $418.79K | 0.00% | Add |
| Citadel Advisors history | 26.74K | $230.22K | 0.00% | New |
| Marshall Wace history | 23.56K | $202.86K | 0.00% | New |
| Northern Trust Corp history | 17.12K | $147.40K | 0.00% | Add |
| Morgan Stanley history | 8.00K | $68.84K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 778 | $6.70K | 0.00% | Hold |
| Wells Fargo & Co history | 180 | $1.55K | 0.00% | Hold |
| Deutsche Bank AG history | 157 | $1.35K | 0.00% | Hold |
| UBS Group AG history | 20 | $172 | 0.00% | Reduce |
Q4 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 229.71K | $1.10M | 0.00% | Hold |
| Geode Capital Management history | 47.79K | $228.97K | 0.00% | Add |
| BlackRock Inc history | 47.74K | $228.68K | 0.00% | Add |
| Northern Trust Corp history | 10.07K | $48.22K | 0.00% | Hold |
| Morgan Stanley history | 5.00K | $23.96K | 0.00% | Add |
| UBS Group AG history | 2.23K | $10.66K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 778 | $3.73K | 0.00% | Reduce |
| Wells Fargo & Co history | 180 | $862 | 0.00% | Hold |
| Deutsche Bank AG history | 157 | $752 | 0.00% | Hold |
| JPMorgan Chase & Co history | 20 | $96 | 0.00% | Hold |
| Bank of America Corp history | 4 | $19 | 0.00% | Hold |
| Citigroup Inc history | 1 | $5 | 0.00% | Reduce |
Q3 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 229.71K | $1.25M | 0.00% | Reduce |
| Geode Capital Management history | 47.30K | $257.40K | 0.00% | Hold |
| BlackRock Inc history | 47.29K | $257.26K | 0.00% | Hold |
| Northern Trust Corp history | 10.07K | $54.76K | 0.00% | Reduce |
| Morgan Stanley history | 4.43K | $24.09K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.17K | $6.35K | 0.00% | New |
| Wells Fargo & Co history | 180 | $979 | 0.00% | Hold |
| Citigroup Inc history | 172 | $936 | 0.00% | New |
| Deutsche Bank AG history | 157 | $854 | 0.00% | Hold |
| UBS Group AG history | 80 | $435 | 0.00% | Add |
| JPMorgan Chase & Co history | 20 | $109 | 0.00% | Hold |
| Bank of America Corp history | 4 | $22 | 0.00% | Reduce |
Q2 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 232.94K | $1.48M | 0.00% | Reduce |
| BlackRock Inc history | 47.20K | $302.08K | 0.00% | Reduce |
| Geode Capital Management history | 47.30K | $300.44K | 0.00% | Hold |
| Northern Trust Corp history | 23.81K | $152.40K | 0.00% | Add |
| BNY Mellon history | 10.11K | $64.72K | 0.00% | Hold |
| Morgan Stanley history | 4.03K | $25.79K | 0.00% | Reduce |
| Wells Fargo & Co history | 180 | $1.15K | 0.00% | Hold |
| Deutsche Bank AG history | 157 | $1.00K | 0.00% | Hold |
| Bank of America Corp history | 43 | $275 | 0.00% | Add |
| UBS Group AG history | 30 | $192 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 20 | $127 | 0.00% | Hold |
Q1 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 237.26K | $2.46M | 0.00% | Hold |
| BlackRock Inc history | 49.90K | $517.91K | 0.00% | Reduce |
| Geode Capital Management history | 47.34K | $491.53K | 0.00% | Add |
| Northern Trust Corp history | 23.68K | $245.82K | 0.00% | Reduce |
| BNY Mellon history | 10.11K | $104.96K | 0.00% | Hold |
| Morgan Stanley history | 4.40K | $45.71K | 0.00% | Reduce |
| UBS Group AG history | 1.43K | $14.81K | 0.00% | Reduce |
| Wells Fargo & Co history | 180 | $1.87K | 0.00% | Hold |
| Deutsche Bank AG history | 157 | $1.63K | 0.00% | New |
| Bank of America Corp history | 37 | $384 | 0.00% | Add |
| JPMorgan Chase & Co history | 20 | $208 | 0.00% | Hold |
New Positions (Q2 2026)
- Charles Schwab Investment Management 16.17K sh · $144.91K
- Citigroup Inc 3.08K sh · $27.61K
- JPMorgan Chase & Co 2.76K sh · $26.01K
- Legal & General Investment Management America 656 sh · $5.88K
Fully Exited (vs previous quarter)
- Millennium Management sold 102.25K sh · $880.36K
- Marshall Wace sold 23.56K sh · $202.86K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 363.70K | 48.64K | 47.74K | 47.29K | 47.20K | 49.90K | 56.50K | 50.43K | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 187.54K | 106.97K | 47.79K | 47.30K | 47.30K | 47.34K | 46.19K | 44.85K | 50.59K | 52.19K | 52.19K | 46.01K | 51.82K | 49.60K | 49.60K | 49.04K | 48.94K | 45.31K | 45.31K | 57.31K |
| Northern Trust Corp | 53.14K | 17.12K | 10.07K | 10.07K | 23.81K | 23.68K | 24.75K | 19.25K | 19.61K | 18.45K | 17.53K | — | — | — | — | — | — | 9.50K | 10.98K | 11.00K |
| UBS Group AG | 17.29K | 20 | 2.23K | 80 | 30 | 1.43K | 6.75K | 338 | 3.87K | 50 | 2.61K | 588 | 1.08K | 1.11K | 438 | 933 | 238 | 259 | 50 | 99 |
| Charles Schwab Investment Management | 16.17K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 12.94K | 26.74K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 6.92K | 8.00K | 5.00K | 4.43K | 4.03K | 4.40K | 5.35K | 7.50K | 7.29K | 13.73K | 20.16K | 20.06K | 31.34K | 70.86K | 112.71K | 84.29K | 61.95K | 21.23K | 5.35K | 16.60K |
| Deutsche Bank AG | 6.59K | 157 | 157 | 157 | 157 | 157 | — | — | — | — | 331 | 331 | 488 | 488 | 488 | 488 | 488 | 488 | 488 | 488 |
| Wells Fargo & Co | 5.80K | 180 | 180 | 180 | 180 | 180 | 180 | 180 | 180 | 220 | 219 | 1.22K | 1.05K | 1.03K | 1.03K | 1.03K | 1.18K | 6.82K | 632 | 33 |
| Fidelity Management & Research (FMR) | 3.56K | 778 | 778 | 1.17K | — | — | — | — | — | — | — | — | 126 | 40 | 327 | — | — | — | — | 214.55K |
| Citigroup Inc | 3.08K | — | 1 | 172 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 2.76K | — | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 85 | 20 | 20 | 20 | 5.52K | 5.52K | 6.60K | 5.52K |
| Legal & General Investment Management America | 656 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | 4 | 4 | 43 | 37 | 34 | 201 | 85 | — | 6 | 9 | — | — | 12 | — | — | — | 29 | 1.70K |
| Marshall Wace | — | 23.56K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | 102.25K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Vanguard Group | — | — | 229.71K | 229.71K | 232.94K | 237.26K | 237.26K | 245.76K | 245.76K | 245.76K | 245.76K | 231.87K | 231.87K | 231.87K | 222.32K | 222.21K | 222.21K | 222.21K | 228.75K | 238.22K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 13.95K | 13.89K | 13.92K | 20.69K | 13.53K |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.72K | 28.17K | 54.77K | 23.07K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 33.90K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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