LCII
LCI Industries · Consumer Cyclical · Auto - Recreational Vehicles
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +5.2% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 103 | -2 | 19.25M | $2.04B | +8 | −12 |
| Q1 2026 | 110 | 0 | 20.65M | $2.53B | +11 | −11 |
| Q4 2025 | 109 | 0 | 21.25M | $2.57B | +1 | −1 |
| Q3 2025 | 19 | +1 | 11.66M | $1.09B | +2 | −1 |
| Q2 2025 | 15 | 0 | 9.98M | $909.68M | +2 | −2 |
| Q1 2025 | 12 | +2 | 2.83M | $247.49M | +4 | −2 |
| Q4 2024 | 10 | +2 | 2.07M | $211.80M | +2 | — |
| Q3 2024 | 7 | -1 | 945.00K | $113.92M | +2 | −3 |
| Q2 2024 | 8 | — | 993.86K | $102.76M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 3.55M | +0.2% | $436.04M | 0.0% | ▲ Add | 4 | SEC ↗ ×15 |
| 2 | Fidelity (FMR) ✦ | 2.03M | +40.1% | $250.23M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 3 | Kayne Anderson Rudnick Investment… | 1.92M | -3.8% | $236.03M | 0.7% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Dimensional Fund Advisors Lp | 1.41M | +1.5% | $173.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | Vanguard Capital Management Llc | 1.05M | — | $128.57M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passif) | 921.66K | -0.8% | $113.35M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 7 | American Century Companies Inc | 893.33K | +1.4% | $109.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Principal Financial Group Inc | 655.92K | +36.7% | $80.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Wells Fargo & Company/Mn | 606.75K | -6.7% | $74.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 10 | Geode Capital Management ✦ (passif) | 583.91K | +2.6% | $71.82M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 11 | Morgan Stanley ✦ | 524.20K | +3.9% | $64.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 12 | JPMorgan Chase ✦ | 492.98K | -1.9% | $59.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 13 | Bank Of Montreal /Can/ | 462.36K | +2.3% | $56.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 14 | Charles Schwab Investment… | 450.50K | 0.0% | $55.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 414.64K | -3.5% | $50.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 16 | Bank Of America Corp /De/ | 363.27K | +0.7% | $44.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 17 | Northern Trust Corp | 288.20K | +2.8% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 18 | Invesco Ltd. | 266.32K | +110.1% | $32.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 19 | Qube Research & Technologies Ltd | 252.35K | +519.1% | $31.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 242.17K | +0.2% | $29.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 21 | 1832 Asset Management L.P. | 234.82K | +0.3% | $28.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Balyasny Asset Management L.P. | 226.54K | +110.7% | $27.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 190.70K | -4.1% | $23.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Royal Bank Of Canada | 159.61K | -20.8% | $19.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 25 | FIL Ltd | 140.96K | +2.7% | $17.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | UBS Group AG | 135.68K | +181.2% | $16.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Prudential Financial Inc | 135.07K | +84.3% | $16.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | D. E. Shaw & Co. ✦ | 131.93K | -31.7% | $16.23M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Amundi | 128.82K | Nouveau | $15.84M | 0.0% | New | 1 | SEC ↗ ×3 |
| 30 | Victory Capital Management Inc | 126.09K | +18.8% | $15.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 125.34K | +33.0% | $15.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Loomis Sayles & Co L P | 97.94K | Nouveau | $12.04M | 0.0% | New | 1 | SEC ↗ ×2 |
| 33 | Barclays Plc | 81.52K | -33.9% | $10.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Nuveen, LLC | 75.59K | -2.0% | $9.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Rhumbline Advisers | 73.51K | +3.4% | $9.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 70.49K | -13.2% | $8.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 37 | Fifth Third Bancorp | 67.36K | +45719.7% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 64.56K | +1.3% | $7.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 39 | Squarepoint Ops LLC | 59.58K | Nouveau | $7.33M | 0.0% | New | 1 | SEC ↗ ×2 |
| 40 | Legal & General Group Plc | 57.23K | -6.3% | $7.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 41 | Sei Investments Co | 51.53K | -5.5% | $6.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | T. Rowe Price ✦ | 50.57K | +10.2% | $6.22M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 43 | Stifel Financial Corp | 49.37K | -1.4% | $6.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 44 | Swiss National Bank | 47.90K | 0.0% | $5.89M | 0.0% | Held | 2 | SEC ↗ |
| 45 | New York State Common Retirement… | 47.15K | -7.5% | $5.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Marshall Wace ✦ | 42.07K | +94.5% | $5.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | AQR Capital Management ✦ | 41.73K | +9.5% | $5.13M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 48 | Alliancebernstein L.P. | 30.44K | -5.6% | $3.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Citadel Advisors ✦ | 29.79K | -35.6% | $3.66M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 50 | First Trust Advisors Lp | 28.80K | -13.4% | $3.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | California State Teachers… | 28.34K | +21.1% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Deutsche Bank Ag\ | 21.95K | +11.2% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 53 | LPL Financial LLC | 20.64K | -10.0% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 20.36K | +180.0% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Nordea Investment Management Ab | 20.50K | -4.0% | $2.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 56 | Renaissance Technologies ✦ | 20.10K | -23.3% | $2.47M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 57 | Universal- Beteiligungs- und… | 20.03K | +328.7% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Creative Planning | 20.03K | +32.5% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Allianz Asset Management GmbH | 20.03K | Nouveau | $2.46M | 0.0% | New | 1 | SEC ↗ |
| 60 | Corient Private Wealth LP | 13.44K | +36.7% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Cerity Partners LLC | 12.92K | +202.1% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 62 | Credit Agricole S A | 12.89K | 0.0% | $1.59M | 0.0% | Held | 2 | SEC ↗ |
| 63 | Janus Henderson Group Plc | 11.49K | -83.7% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Truist Financial Corp | 11.21K | +16.5% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 65 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 11.11K | +1.1% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Manufacturers Life Insurance… | 10.41K | -3.3% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Schroder Investment Management Group | 10.40K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 68 | Susquehanna International Group, Llp | 9.80K | +76.2% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Zurcher Kantonalbank (Zurich… | 7.84K | +7.9% | $964,163 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Tidal Investments LLC | 7.75K | +33.3% | $953,341 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 71 | Bridgewater Associates ✦ | 7.42K | +86.3% | $912,512 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Jones Financial Companies Lllp | 6.50K | +6207.8% | $788,376 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Two Sigma Investments ✦ | 6.40K | Nouveau | $787,072 | 0.0% | New | 1 | SEC ↗ |
| 74 | Td Asset Management Inc | 6.30K | -1.1% | $775,389 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Bnp Paribas Financial Markets | 5.40K | +1.1% | $664,584 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 76 | Canada Pension Plan Investment Board | 5.40K | 0.0% | $664,092 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Cetera Investment Advisers | 5.04K | +17.3% | $619,929 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Voya Investment Management Llc | 4.00K | -4.3% | $492,412 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Us Bancorp \De\ | 3.95K | +6.4% | $486,198 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 80 | Pictet Asset Management Holding SA | 3.87K | -1.0% | $476,302 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Man Group plc | 3.81K | +16.8% | $468,185 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 82 | Franklin Resources Inc | 3.76K | -14.9% | $462,897 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 83 | ProShare Advisors LLC | 3.69K | -19.9% | $453,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Citigroup Inc | 3.62K | -51.5% | $445,680 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 85 | Osaic Holdings, Inc. | 3.54K | -9.1% | $435,549 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 86 | Mml Investors Services, Llc | 3.52K | +18.7% | $432,820 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Neuberger Berman Group LLC | 3.12K | Nouveau | $383,697 | 0.0% | New | 1 | SEC ↗ ×2 |
| 88 | Walleye Trading LLC | 2.82K | Nouveau | $346,435 | 0.0% | New | 1 | SEC ↗ |
| 89 | Mercer Global Advisors Inc /Adv | 2.41K | +16.2% | $296,679 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | State Of Wisconsin Investment Board | 2.39K | Nouveau | $293,676 | 0.0% | New | 1 | SEC ↗ |
| 91 | HighTower Advisors, LLC | 2.39K | -6.9% | $293,553 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Millennium Management ✦ | 2.35K | -97.6% | $288,757 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 93 | CIBC Asset Management Inc | 2.34K | -2.6% | $287,650 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Pnc Financial Services Group, Inc. | 2.29K | -5.8% | $281,133 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 95 | Wealth Enhancement Advisory… | 2.24K | +7.8% | $275,300 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Cwm, Llc | 2.05K | +0.6% | $252,485 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Russell Investments Group, Ltd. | 1.86K | -79.8% | $228,373 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 98 | Captrust Financial Advisors | 1.78K | Nouveau | $218,907 | 0.0% | New | 1 | SEC ↗ |
| 99 | Ensign Peak Advisors, Inc | 1.73K | 0.0% | $212,755 | 0.0% | Held | 2 | SEC ↗ |
| 100 | Hsbc Holdings Plc | 1.64K | Nouveau | $202,179 | 0.0% | New | 1 | SEC ↗ ×3 |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Amundi | $15.84M | 0.0% |
| Loomis Sayles & Co L P | $12.04M | 0.0% |
| Squarepoint Ops LLC | $7.33M | 0.0% |
| Allianz Asset Management GmbH | $2.46M | 0.0% |
| Two Sigma Investments | $787,072 | 0.0% |
| Neuberger Berman Group LLC | $383,697 | 0.0% |
| Walleye Trading LLC | $346,435 | 0.0% |
| State Of Wisconsin Investment… | $293,676 | 0.0% |
| Captrust Financial Advisors | $218,907 | 0.0% |
| Hsbc Holdings Plc | $202,179 | 0.0% |
Sorti(e)
| Boston Partners | $34.00M | était 0.0% |
| Pacer Advisors, Inc. | $12.03M | était 0.0% |
| Jane Street Group, Llc | $6.02M | était 0.0% |
| Hrt Financial Lp | $2.90M | était 0.0% |
| Arrowstreet Capital | $1.03M | était 0.0% |
| Point72 Asset Management | $1.02M | était 0.0% |
| GAMCO Investors | $919,879 | était 0.0% |
| Connor, Clark & Lunn… | $795,869 | était 0.0% |
| Holocene Advisors, LP | $526,252 | était 0.0% |
| Danske Bank A/S | $24,268 | était 0.0% |
| Optiver Holding B.V. | $3,519 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 3 détenteurs, 8.27M actions, $8.43M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.