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Security record · archived quarter

LCII

LCI Industries · Consumer Cyclical · Auto - Recreational Vehicles

79.34 +0.3% mkt cap $1.93B quote delayed (FMP) · as of Oct 13 21:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
110Tracked holders
0Δ holders
20.65MShares held
$2.53BReported value
+11New positions
−11Exits
Rising Conviction score 40/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.2% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 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 ✦ (passive) 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 ✦ (passive) 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 New $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 New $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 New $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 New $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 New $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 New $383,697 0.0% New 1 SEC ↗ ×2
88 Walleye Trading LLC 2.82K New $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 New $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 New $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 New $202,179 0.0% New 1 SEC ↗ ×3

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Boston Partners $34.00M was 0.0%
Pacer Advisors, Inc. $12.03M was 0.0%
Jane Street Group, Llc $6.02M was 0.0%
Hrt Financial Lp $2.90M was 0.0%
Arrowstreet Capital $1.03M was 0.0%
Point72 Asset Management $1.02M was 0.0%
GAMCO Investors $919,879 was 0.0%
Connor, Clark & Lunn… $795,869 was 0.0%
Holocene Advisors, LP $526,252 was 0.0%
Danske Bank A/S $24,268 was 0.0%
Optiver Holding B.V. $3,519 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 3 holders, 8.27M shares, $8.43M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API