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-Q2 13F filings (latest filed 2026-09-22). 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
52 tracked funds added or opened LCII while 108 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 332 tracked filers holding LCII, 172 increased or opened the position and 192 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 25
- ExodusPoint Capital Management, LP$19M
- DEPRINCE RACE & ZOLLO INC$17M
- Boston Partners$16M
- ABSOLUTE INVESTMENT ADVISERS, LLC$13M
- AQR Arbitrage LLC$12M
- ALPINE ASSOCIATES MANAGEMENT INC.$10M
Full exits 30
- GW&K Investment Management, LLC$32M
- Amundi$16M
- Driehaus Capital Management LLC$15M
- T. Rowe Price Investment Management, Inc.$13M
- LORD, ABBETT & CO. LLC$8M
- Blue Sparrow, LLC /DE$6M
Largest adds
- BlackRock, Inc.$79M
- GOLDMAN SACHS GROUP INC$13M
- Clark Capital Management Group, Inc.$7M
- Invesco Ltd.$5M
- Russell Investments Group, Ltd.$4M
- Qube Research & Technologies Ltd$3M
Largest trims
- FMR LLC$124M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$52M
- AMERICAN CENTURY COMPANIES INC$44M
- JPMORGAN CHASE & CO$41M
- PRINCIPAL FINANCIAL GROUP INC$38M
- VANGUARD PORTFOLIO MANAGEMENT LLC$24M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 11,500,000 | $13M | 0.5% | 2026-Q2 |
| BlackRock, Inc. added | 3,700,879 | $392M | 15.1% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 1,741,056 | $184M | 7.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,499,046 | $159M | 6.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,489,246 | $158M | 6.1% | 2026-Q2 |
| FMR LLC trimmed | 1,194,677 | $126M | 4.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,052,699 | $111M | 4.3% | 2026-Q2 |
| STATE STREET CORP added | 949,136 | $100M | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 689,629 | $73M | 2.8% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 648,826 | $69M | 2.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 623,929 | $66M | 2.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 603,756 | $64M | 2.5% | 2026-Q2 |
| MORGAN STANLEY added | 545,300 | $58M | 2.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 466,774 | $49M | 1.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 426,900 | $45M | 1.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 412,710 | $44M | 1.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 405,876 | $43M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 381,640 | $40M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 343,801 | $36M | 1.4% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 341,852 | $36M | 1.4% | 2026-Q2 |
| Invesco Ltd. added | 326,660 | $35M | 1.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 322,538 | $34M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 301,940 | $32M | 1.2% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 231,782 | $25M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 226,512 | $24M | 0.9% | 2026-Q2 |
| ARGA Investment Management, LP trimmed | 216,170 | $23M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 182,322 | $18M | 0.7% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 182,042 | $19M | 0.7% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 180,623 | $19M | 0.7% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 171,743 | $18M | 0.7% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 168,592 | $18M | 0.7% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC new | 164,401 | $17M | 0.7% | 2026-Q2 |
| FIL Ltd added | 161,363 | $17M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 161,228 | $17M | 0.7% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 158,689 | $17M | 0.6% | 2026-Q2 |
| Boston Partners trimmed | 153,923 | $16M | 0.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 147,343 | $16M | 0.6% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 142,665 | $15M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 139,735 | $15M | 0.6% | 2026-Q2 |
| UBS Group AG added | 137,544 | $15M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 136,102 | $14M | 0.6% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 122,847 | $13M | 0.5% | 2026-Q2 |
| 1832 Asset Management L.P. trimmed | 120,375 | $13M | 0.5% | 2026-Q2 |
| AQR Arbitrage LLC new | 115,081 | $12M | 0.5% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 110,700 | $12M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 102,184 | $11M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC added | 100,329 | $11M | 0.4% | 2026-Q2 |
| ALPINE ASSOCIATES MANAGEMENT INC. new | 96,600 | $10M | 0.4% | 2026-Q2 |
| De Lisle Partners LLP added | 94,952 | $10M | 0.4% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 90,590 | $10M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 89,488 | $9M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC added | 88,640 | $9M | 0.4% | 2026-Q2 |
| BARCLAYS PLC trimmed | 81,189 | $9M | 0.3% | 2026-Q2 |
| Verition Fund Management LLC added | 75,016 | $8M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 65,455 | $7M | 0.3% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 65,338 | $7M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 64,213 | $7M | 0.3% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 63,560 | $7M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 63,268 | $7M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 56,888 | $6M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 55,833 | $6M | 0.2% | 2026-Q2 |
| NewSquare Capital LLC added | 55,150 | $6M | 0.2% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 53,036 | $6M | 0.2% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP new | 50,000 | $5M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 46,300 | $5M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 45,632 | $5M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 41,224 | $4M | 0.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 40,330 | $4M | 0.2% | 2026-Q2 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC trimmed | 40,000 | $4M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 39,514 | $4M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 38,704 | $4M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 36,101 | $4M | 0.1% | 2026-Q2 |
| Sovereign's Capital Management, LLC added | 35,310 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 34,021 | $4M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 33,885 | $4M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 31,036 | $4M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 27,060 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 26,621 | $3M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 25,803 | $3M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 25,778 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 25,362 | $3M | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 24,807 | $3M | 0.1% | 2026-Q2 |
| Inspire Advisors, LLC added | 23,668 | $2M | 0.1% | 2026-Q2 |
| Integrated Quantitative Investments LLC added | 23,452 | $2M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 22,676 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 22,494 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 22,197 | $2M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 22,180 | $2M | 0.1% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 22,021 | $2M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH added | 21,574 | $2M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 20,463 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 19,136 | $2M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 18,731 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 18,211 | $2M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 17,697 | $2M | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC new | 17,576 | $2M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 17,437 | $2M | 0.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 16,765 | $2M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 16,127 | $2M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 15,543 | $2M | 0.1% | 2026-Q2 |
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.