Security record
LCII
LCI Industries · Consumer Cyclical · Auto - Recreational Vehicles
105Tracked holders
-2Δ holders
19.26MShares held
$2.04BReported value
+8New positions
−10Exits
Momentum inputs (comparable managers):
holder breadth -1.9% ·
share flow -6.5% ·
net new positions -1.9%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | -2 | 19.26M | $2.04B | +8 | −10 |
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 3.70M | +4.4% | $391.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Kayne Anderson Rudnick Investment… | 1.74M | -9.3% | $184.34M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 18 | Kayne Anderson Rudnick Investment… | 1.74M | -9.3% | $184.34M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 1.50M | +6.2% | $158.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 1.50M | +6.2% | $158.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 1.50M | +6.2% | $158.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 1.50M | +6.2% | $158.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 1.50M | +6.2% | $158.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.19M | -41.3% | $126.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 1.19M | -41.3% | $126.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.19M | -41.3% | $126.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1.19M | -41.3% | $126.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.19M | -41.3% | $126.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Vanguard Capital Management Llc | 1.05M | +0.7% | $111.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (passive) | 949.14K | +3.0% | $100.49M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 31 | Geode Capital Management ✦ (passive) | 689.63K | +18.1% | $73.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passive) | 689.63K | +18.1% | $73.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 33 | American Century Companies Inc | 623.93K | -30.2% | $66.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 603.76K | -0.5% | $63.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 603.76K | -0.5% | $63.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 603.76K | -0.5% | $63.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 603.76K | -0.5% | $63.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 603.76K | -0.5% | $63.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 545.30K | +4.0% | $57.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 545.30K | +4.0% | $57.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 545.30K | +4.0% | $57.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 545.30K | +4.0% | $57.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 545.30K | +4.0% | $57.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 545.30K | +4.0% | $57.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 545.30K | +4.0% | $57.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 545.30K | +4.0% | $57.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 466.77K | +1.0% | $49.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 466.77K | +1.0% | $49.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 466.77K | +1.0% | $49.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 466.77K | +1.0% | $49.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 466.77K | +1.0% | $49.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 426.90K | +3.0% | $45.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 426.90K | +3.0% | $45.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 426.90K | +3.0% | $45.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 426.90K | +3.0% | $45.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 426.90K | +3.0% | $45.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 426.90K | +3.0% | $45.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 426.90K | +3.0% | $45.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 426.90K | +3.0% | $45.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 426.90K | +3.0% | $45.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 426.90K | +3.0% | $45.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 426.90K | +3.0% | $45.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 426.90K | +3.0% | $45.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 426.90K | +3.0% | $45.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 426.90K | +3.0% | $45.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Charles Schwab Investment… | 412.71K | -8.4% | $43.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Principal Financial Group Inc | 405.88K | -38.1% | $42.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Principal Financial Group Inc | 405.88K | -38.1% | $42.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Principal Financial Group Inc | 405.88K | -38.1% | $42.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bank Of America Corp /De/ | 381.64K | +5.1% | $40.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Bank Of America Corp /De/ | 381.64K | +5.1% | $40.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Bank Of America Corp /De/ | 381.64K | +5.1% | $40.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Bank Of America Corp /De/ | 381.64K | +5.1% | $40.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Bank Of America Corp /De/ | 381.64K | +5.1% | $40.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Goldman Sachs Group ✦ | 343.80K | +80.3% | $36.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 76 | Goldman Sachs Group ✦ | 343.80K | +80.3% | $36.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 77 | Goldman Sachs Group ✦ | 343.80K | +80.3% | $36.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 78 | Invesco Ltd. | 326.66K | +22.7% | $34.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Invesco Ltd. | 326.66K | +22.7% | $34.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Invesco Ltd. | 326.66K | +22.7% | $34.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Invesco Ltd. | 326.66K | +22.7% | $34.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Invesco Ltd. | 326.66K | +22.7% | $34.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Invesco Ltd. | 326.66K | +22.7% | $34.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Qube Research & Technologies Ltd | 322.54K | +27.8% | $34.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Northern Trust Corp | 301.94K | +4.8% | $31.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Northern Trust Corp | 301.94K | +4.8% | $31.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Northern Trust Corp | 301.94K | +4.8% | $31.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Northern Trust Corp | 301.94K | +4.8% | $31.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Northern Trust Corp | 301.94K | +4.8% | $31.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Northern Trust Corp | 301.94K | +4.8% | $31.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Northern Trust Corp | 301.94K | +4.8% | $31.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Raymond James Financial Inc | 226.51K | -6.5% | $23.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Raymond James Financial Inc | 226.51K | -6.5% | $23.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Raymond James Financial Inc | 226.51K | -6.5% | $23.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Balyasny Asset Management L.P. | 182.04K | -19.6% | $19.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Balyasny Asset Management L.P. | 182.04K | -19.6% | $19.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | JPMorgan Chase ✦ | 182.32K | -63.0% | $18.36M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 98 | JPMorgan Chase ✦ | 182.32K | -63.0% | $18.36M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 99 | JPMorgan Chase ✦ | 182.32K | -63.0% | $18.36M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 100 | JPMorgan Chase ✦ | 182.32K | -63.0% | $18.36M | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $2.47M | was 0.0% |
| Schroder Investment… | $1.25M | was 0.0% |
| Td Asset Management Inc | $775,389 | was 0.0% |
| Man Group plc | $468,185 | was 0.0% |
| Millennium Management | $288,757 | was 0.0% |
| Wealth Enhancement Advisory… | $275,300 | was 0.0% |
| Captrust Financial Advisors | $218,907 | was 0.0% |
| Assetmark, Inc | $90,390 | was 0.0% |
| Simplex Trading, Llc | $47,470 | was 0.0% |
| Mariner, LLC | $46,859 | 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: Q2 2026 ·
Methodology ·
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