AMF Tjanstepension 13F: Adds $2.6M to Levi Strauss (LEVI) Stake

AMF Tjanstepension raised its stake in Levi Strauss & Co. (NYSE:LEVI) by 52.4%, adding 130,731 shares during the period. The institutional investor disclosed the portfolio update in a Form 13F filing with the Securities and Exchange Commission on October 22, 2026.

LEVI Levi Strauss & Co.

$21.38 ▲ +5.48% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in AMF Tjanstepension's Levi Strauss Position

The fund's investment grew from 249,510 shares up to 380,241 shares. The reported value of the holding reached $7,490,748 following the 52.4% boost.

Other Institutional Activity in Levi Strauss

Other large funds have also adjusted their positions in the denim maker recently. Bank Of New York Mellon Corporation grew its holdings by 11,131 shares, ending with 4,850,839 shares worth about $103,686,683. Two Sigma Investments, LP lifted its stake by 51,180 shares to hold 3,230,707 shares valued at $69,042,746. GW&K Investment Management, LLC trimmed its position by 78,222 shares, leaving it with 2,582,378 shares worth $55,198,329. Eastern Bank reduced its holdings by 245 shares, finishing with 2,450,676 shares valued at $52,383,199. Citadel Advisors Llc grew its stake by 614,529 shares for a total of 2,348,038 shares worth $50,189,312.

Levi Strauss & Co. Stock Up 1.6%

Levi Strauss shares closed at $21.38 on October 22, 2026, and recently traded around $21.27. The stock sits below its 200-day moving average of $21.69 but remains above its 50-day moving average of $20.51.

Recent Earnings

Levi Strauss generated trailing-twelve-month revenue of $6.68 billion and earnings of $1.52 per share. The company posted an 8.8% net margin and a 26.2% return on equity. Its next quarterly financial update is scheduled for January 28, 2027.

Dividend

Eligible shareholders receive an annual dividend rate of $0.64 per share, giving the stock a dividend yield of 3.06% with a payout ratio of 38.2%.

Insider Buying and Selling at Levi Strauss & Co.

Insiders have been active in the stock over recent months. Robert Haas completed transactions including a purchase of 202,135 shares on June 12, 2026, alongside sales under a planned trading program. Harmit J Singh sold 98,144 shares on July 23, 2026, at an average price of $24.22 for a total value of $2,377,048.

Analysts Set New Price Targets

Analyst firms updated their views on the apparel brand ahead of the filing. JP Morgan maintained an overweight rating with a $33 target on October 8, 2026. Raymond James kept an outperform rating with a $22 target. Barclays held an overweight rating and set a $26 target. Wells Fargo maintained an equal-weight rating with a $20 target, while TD Cowen maintained a buy rating with a $23 target on October 15, 2026. Overall, the stock carries a buy consensus rating among 14 analysts.

About Levi Strauss & Co.

Levi Strauss & Co. designs and sells casual apparel, jeans, and accessories worldwide. Operating under well-known names like its namesake brand and Beyond Yoga, the company supplies apparel for men, women, and children through global retail channels.

Bottom Line

Institutional backing from funds like AMF Tjanstepension highlights steady interest in Levi Strauss as the company approaches its next earnings release in January 2027. Investors will be watching margins and consumer demand trends closely.