Monitor for any future amendments that could indicate a change in Vanguard's investment intent or a shift to an active stance. The passive certification limits near-term impact, but the combined Vanguard entities now hold over 10% of LEVI shares, which could facilitate coordinated action if circumstances change.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed a new Schedule 13G disclosing a 5.19% passive stake in Levi Strauss & Co., holding 5,217,972 shares of Class A Common Stock as of September 30, 2026. This is a routine passive ownership disclosure with no activist intent, filed after the company's Q3 2026 earnings report. The filing is consistent with Vanguard's typical index-fund management approach and follows a similar 13G filing by Vanguard Capital Management earlier the same day.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC disclosed a 5.19% passive stake in Levi Strauss & Co.
- Holding of 5,217,972 shares of Class A Common Stock as of September 30, 2026.
- This is a new Schedule 13G filing, not an amendment.
- The filing certifies a passive investment purpose with no intent to influence control.
- Filed on October 30, 2026, after the company's Q3 2026 earnings report on October 7, 2026.
Financial Impact
5.19% stake valued at approximately $431 million based on $8.3B market cap.
Risk Factors
- No activist intent indicated; passive filing limits potential for engagement or governance changes.
- Multiple Vanguard entities filing separately may indicate internal disaggregation rather than coordinated strategy.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100121-26-001108 |
| Document: 0002100121-26-001108-index.html | 0002100121-26-001108 |
| Document: 0002100121-26-001108.txt | 0002100121-26-001108 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $22.49 | awaiting T+5 | awaiting T+5 | $22.50 (+0.07%) |
Oct 30, 2026 2d ago | SC 13G | $22.43 | awaiting T+5 | awaiting T+5 | $22.50 (+0.31%) |
Oct 22, 2026 9d ago | Institutional Cluster | $21.13 $22.50 | ▲ +6.48% | ▲ +7.04% | $22.50 (+6.48%) |
Oct 15, 2026 17d ago | SC 13G/A | $20.65 $21.36 | ▲ +3.44% | ▲ +4.45% | $22.50 (+8.96%) |
Oct 7, 2026 25d ago | 8-K | $19.05 $20.65 | ▲ +8.40% | ▲ +8.68% | $22.50 (+18.11%) |
Oct 2, 2026 4w ago | Court Ruling | $20.11 $19.09 | ▼ −5.08% | ▼ −5.50% | $22.50 (+11.86%) |
Sep 30, 2026 4w ago | 8-K | $19.92 $19.05 | ▼ −4.37% | ▼ −5.67% | $22.50 (+12.95%) |
Sep 25, 2026 5w ago | Court Ruling | $19.81 $20.27 | ▲ +2.32% | ▲ +1.12% | $22.50 (+13.58%) |
Sep 21, 2026 5w ago | Court Ruling | $20.06 $19.75 | ▼ −1.55% | ▼ −0.36% | $22.50 (+12.16%) |
Sep 17, 2026 6w ago | Court Ruling | $19.82 $19.73 | ▼ −0.45% | ▼ −1.72% | $22.50 (+13.52%) |
US Market Status
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