LCII LCI Industries
LCI Industries (LCII) Institutional Ownership
What the institutions did with LCII last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 3.7M | 14.4% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.7M | 6.8% |
| DIMENSIONAL FUND ADVISORS LP | 1.5M | 5.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | 5.8% |
| FMR LLC | 1.2M | 4.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | 4.1% |
| STATE STREET CORP | 949.1K | 3.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 689.6K | 2.7% |
| ROYCE & ASSOCIATES LP | 648.8K | 2.5% |
| AMERICAN CENTURY COMPANIES INC | 623.9K | 2.4% |
| WELLS FARGO & COMPANY/MN | 603.8K | 2.3% |
| MORGAN STANLEY | 545.3K | 2.1% |
| BANK OF MONTREAL /CAN/ | 466.8K | 1.8% |
| Bank of New York Mellon Corp | 426.9K | 1.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 412.7K | 1.6% |
| PRINCIPAL FINANCIAL GROUP INC | 405.9K | 1.6% |
| BANK OF AMERICA CORP /DE/ | 381.6K | 1.5% |
| GOLDMAN SACHS GROUP INC | 343.8K | 1.3% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 341.9K | 1.3% |
| Invesco Ltd. | 326.7K | 1.3% |
| Qube Research & Technologies Ltd | 322.5K | 1.3% |
| NORTHERN TRUST CORP | 301.9K | 1.2% |
| GW&K Investment Management, LLC | 244.5K | 0.9% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 231.8K | 0.9% |
| RAYMOND JAMES FINANCIAL INC | 226.5K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FMR LLC | Reduced | 2.0M | 1.2M | -840.0K |
| JPMORGAN CHASE & CO | Reduced | 493.0K | 182.3K | -310.7K |
| AMERICAN CENTURY COMPANIES INC | Reduced | 893.3K | 623.9K | -269.4K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 655.9K | 405.9K | -250.0K |
| ExodusPoint Capital Management, LP | New | 0 | 180.6K | +180.6K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | 1.9M | 1.7M | -178.2K |
| DEPRINCE RACE & ZOLLO INC | New | 0 | 164.4K | +164.4K |
| BlackRock, Inc. | Increased | 3.5M | 3.7M | +155.2K |
| Boston Partners | New | 0 | 153.9K | +153.9K |
| GOLDMAN SACHS GROUP INC | Increased | 190.7K | 343.8K | +153.1K |
| Amundi | Reduced | 128.8K | 4.5K | -124.3K |
| Driehaus Capital Management LLC | Sold Out | 121.3K | 0 | -121.3K |
| AQR Arbitrage LLC | New | 0 | 115.1K | +115.1K |
| 1832 Asset Management L.P. | Reduced | 234.8K | 120.4K | -114.5K |
| D. E. Shaw & Co., Inc. | Reduced | 131.9K | 25.8K | -106.2K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 583.9K | 689.6K | +105.7K |
| ALPINE ASSOCIATES MANAGEMENT INC. | New | 0 | 96.6K | +96.6K |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | 429.1K | 341.9K | -87.2K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.4M | 1.5M | +86.9K |
| Clark Capital Management Group, Inc. | Increased | 83.1K | 158.7K | +75.5K |
| Verition Fund Management LLC | New | 0 | 75.0K | +75.0K |
| Qube Research & Technologies Ltd | Increased | 252.4K | 322.5K | +70.2K |
| Invesco Ltd. | Increased | 266.3K | 326.7K | +60.3K |
| HRT FINANCIAL LP | New | 0 | 57.8K | +57.8K |
| Blue Sparrow, LLC /DE | Sold Out | 52.0K | 0 | -52.0K |
| MOORE CAPITAL MANAGEMENT, LP | New | 0 | 50.0K | +50.0K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold Out | 44.5K | 0 | -44.5K |
| Balyasny Asset Management L.P. | Reduced | 226.5K | 182.0K | -44.5K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Increased | 187.4K | 231.8K | +44.3K |
| Pembroke Management, LTD | Sold Out | 42.0K | 0 | -42.0K |
| STADIUM CAPITAL MANAGEMENT LLC | Sold Out | 41.7K | 0 | -41.7K |
| ROYCE & ASSOCIATES LP | Increased | 609.8K | 648.8K | +39.1K |
| NEW YORK STATE COMMON RETIREMENT FUND | Reduced | 47.1K | 8.4K | -38.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | 450.5K | 412.7K | -37.8K |
| Russell Investments Group, Ltd. | Increased | 1.9K | 39.5K | +37.7K |
| RICE HALL JAMES & ASSOCIATES, LLC | Increased | 105.3K | 142.7K | +37.3K |
| SG Capital Management LLC | Sold Out | 36.3K | 0 | -36.3K |
| Kingsview Wealth Management, LLC | New | 0 | 36.1K | +36.1K |
| Campbell & CO Investment Adviser LLC | Reduced | 42.5K | 8.5K | -34.0K |
| Conestoga Capital Advisors, LLC | Reduced | 204.2K | 171.7K | -32.5K |
| LORD, ABBETT & CO. LLC | Reduced | 65.7K | 36.5K | -29.1K |
| Squarepoint Ops LLC | Increased | 59.6K | 88.6K | +29.1K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 5.4K | 34.0K | +28.6K |
| STATE STREET CORP | Increased | 921.7K | 949.1K | +27.5K |
| BESSEMER GROUP INC | Reduced | 27.2K | 235 | -27.0K |
| T. Rowe Price Investment Management, Inc. | Reduced | 104.9K | 79.8K | -25.1K |
| AMERIPRISE FINANCIAL INC | Reduced | 70.5K | 45.6K | -24.9K |
| CITADEL ADVISORS LLC | Reduced | 29.8K | 6.8K | -23.0K |
| ALGERT GLOBAL LLC | Sold Out | 22.1K | 0 | -22.1K |
| PICTON MAHONEY ASSET MANAGEMENT | New | 0 | 22.0K | +22.0K |
| VICTORY CAPITAL MANAGEMENT INC | Increased | 126.1K | 147.3K | +21.3K |
| MORGAN STANLEY | Increased | 524.2K | 545.3K | +21.1K |
| TUDOR INVESTMENT CORP ET AL | New | 0 | 20.5K | +20.5K |
| FIL Ltd | Increased | 141.0K | 161.4K | +20.4K |
| RENAISSANCE TECHNOLOGIES LLC | Sold Out | 20.1K | 0 | -20.1K |
| ROYAL BANK OF CANADA | Reduced | 159.6K | 139.7K | -19.9K |
| NORDEA INVESTMENT MANAGEMENT AB | Increased | 20.5K | 40.3K | +19.8K |
| INTECH INVESTMENT MANAGEMENT LLC | Increased | 33.8K | 53.0K | +19.2K |
| BANK OF AMERICA CORP /DE/ | Increased | 363.3K | 381.6K | +18.4K |
| IMC-Chicago, LLC | New | 0 | 17.6K | +17.6K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.