Who owns LCI Industries (LCII)
Which tracked institutional funds hold LCII, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LCII company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
76 tracked funds added or opened LCII while 70 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LCII’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes LCII more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LCII divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 344 tracked filers holding LCII, 177 increased or opened the position and 159 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LCII between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 24
- VANGUARD PORTFOLIO MANAGEMENT LLC$182M
- VANGUARD CAPITAL MANAGEMENT LLC$129M
- GW&K Investment Management, LLC$32M
- VANGUARD FIDUCIARY TRUST CO$19M
- Amundi$16M
- LOOMIS SAYLES & CO L P$12M
Full exits 27
- VANGUARD GROUP INC$301M
- Boston Partners$34M
- Pacer Advisors, Inc.$12M
- COMERICA BANK$9M
- JANE STREET GROUP, LLC$6M
- Weiss Asset Management LP$5M
Largest adds
- FMR LLC$74M
- Qube Research & Technologies Ltd$26M
- PRINCIPAL FINANCIAL GROUP INC$22M
- BALYASNY ASSET MANAGEMENT L.P.$15M
- Invesco Ltd.$15M
- UBS Group AG$11M
Largest trims
- BlackRock, Inc.$117M
- M&T Bank Corp$52M
- FRONTIER CAPITAL MANAGEMENT CO LLC$20M
- STADIUM CAPITAL MANAGEMENT LLC$15M
- MILLENNIUM MANAGEMENT LLC$11M
- D. E. Shaw & Co., Inc.$7M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 2,543,645 | $313M | 9.0% | 2026-Q1 |
| FMR LLC added | 2,033,414 | $250M | 7.2% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 1,919,273 | $236M | 6.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,479,123 | $182M | 5.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,412,102 | $174M | 5.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,045,422 | $129M | 3.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 921,661 | $113M | 3.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 893,329 | $110M | 3.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 655,917 | $81M | 2.3% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 609,769 | $75M | 2.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 606,752 | $75M | 2.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 583,907 | $72M | 2.1% | 2026-Q1 |
| MORGAN STANLEY added | 524,203 | $64M | 1.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 492,978 | $59M | 1.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 462,356 | $57M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 450,501 | $55M | 1.6% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 429,091 | $53M | 1.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 414,638 | $51M | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 363,271 | $45M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 288,199 | $35M | 1.0% | 2026-Q1 |
| GW&K Investment Management, LLC added | 261,882 | $32M | 0.9% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 252,355 | $31M | 0.9% | 2026-Q1 |
| Invesco Ltd. added | 244,494 | $30M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 242,172 | $30M | 0.9% | 2026-Q1 |
| 1832 Asset Management L.P. added | 234,825 | $29M | 0.8% | 2026-Q1 |
| ARGA Investment Management, LP trimmed | 227,477 | $28M | 0.8% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 226,540 | $28M | 0.8% | 2026-Q1 |
| Conestoga Capital Advisors, LLC added | 204,198 | $25M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 190,698 | $23M | 0.7% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 187,441 | $23M | 0.7% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 165,679 | $20M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 159,612 | $20M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 156,231 | $19M | 0.6% | 2026-Q1 |
| FIL Ltd added | 140,963 | $17M | 0.5% | 2026-Q1 |
| UBS Group AG added | 135,676 | $17M | 0.5% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 135,071 | $17M | 0.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 131,933 | $16M | 0.5% | 2026-Q1 |
| Amundi added | 128,823 | $16M | 0.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 126,092 | $16M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 125,337 | $15M | 0.4% | 2026-Q1 |
| Driehaus Capital Management LLC added | 121,346 | $15M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 109,502 | $13M | 0.4% | 2026-Q1 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 105,343 | $13M | 0.4% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 104,906 | $13M | 0.4% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 97,941 | $12M | 0.3% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 94,498 | $12M | 0.3% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 93,659 | $12M | 0.3% | 2026-Q1 |
| De Lisle Partners LLP | 90,952 | $11M | 0.3% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 83,149 | $10M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 81,524 | $10M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 75,590 | $9M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 73,511 | $9M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 70,491 | $9M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 67,355 | $8M | 0.2% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 65,676 | $8M | 0.2% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 64,641 | $8M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 64,559 | $8M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 59,580 | $7M | 0.2% | 2026-Q1 |
| Hillsdale Investment Management Inc. trimmed | 57,270 | $7M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 57,226 | $7M | 0.2% | 2026-Q1 |
| NewSquare Capital LLC trimmed | 52,599 | $6M | 0.2% | 2026-Q1 |
| Blue Sparrow, LLC /DE new | 52,000 | $6M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 51,526 | $6M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 50,572 | $6M | 0.2% | 2026-Q1 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC trimmed | 50,000 | $6M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 49,371 | $6M | 0.2% | 2026-Q1 |
| Swiss National Bank | 47,900 | $6M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 47,145 | $6M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 44,503 | $5M | 0.2% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC trimmed | 42,492 | $5M | 0.2% | 2026-Q1 |
| Pembroke Management, LTD trimmed | 42,026 | $5M | 0.1% | 2026-Q1 |
| STADIUM CAPITAL MANAGEMENT LLC trimmed | 41,745 | $5M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 40,628 | $5M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 40,369 | $5M | 0.1% | 2026-Q1 |
| SG Capital Management LLC trimmed | 36,341 | $4M | 0.1% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 33,829 | $4M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 30,441 | $4M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 29,794 | $4M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 28,801 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 28,342 | $3M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 28,238 | $3M | 0.1% | 2026-Q1 |
| Sovereign's Capital Management, LLC trimmed | 27,315 | $3M | 0.1% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 27,236 | $3M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC added | 27,207 | $3M | 0.1% | 2026-Q1 |
| Callan Family Office, LLC added | 24,126 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,479,201 | $301M | 8.7% | 2025-Q4 stale |
| NORGES BANK added | 297,061 | $36M | 1.0% | 2025-Q3 stale |
| Boston Partners trimmed | 276,188 | $34M | 1.0% | 2025-Q4 stale |
| JARISLOWSKY, FRASER Ltd trimmed | 236,956 | $22M | 0.6% | 2025-Q3 stale |
| Pacer Advisors, Inc. trimmed | 99,105 | $12M | 0.3% | 2025-Q4 stale |
| Glenmede Investment Management, LP trimmed | 112,089 | $10M | 0.3% | 2025-Q3 stale |
| COMERICA BANK added | 78,008 | $9M | 0.3% | 2025-Q4 stale |
| SOROS FUND MANAGEMENT LLC new | 70,740 | $6M | 0.2% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 49,592 | $6M | 0.2% | 2025-Q4 stale |
| WINTON GROUP Ltd added | 58,080 | $5M | 0.2% | 2025-Q2 stale |
| Weiss Asset Management LP new | 39,168 | $5M | 0.1% | 2025-Q4 stale |
| California Public Employees Retirement System added | 48,506 | $4M | 0.1% | 2025-Q2 stale |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 35,318 | $4M | 0.1% | 2025-Q4 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 32,444 | $4M | 0.1% | 2025-Q4 stale |
| Jefferies Financial Group Inc. added | 24,000 | $3M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.