Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LCII held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.5M | $436.0M | +0.2% | 14.600% | 0.01% |
| 2 | FMR LLC | 2.0M | $250.2M | +40.1% | 8.378% | 0.01% |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.9M | $236.0M | -3.8% | 7.903% | 0.69% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | $181.9M | — | 6.091% | 0.01% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $173.7M | +1.5% | 5.815% | 0.04% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | $128.6M | — | 4.305% | 0.00% |
| 7 | STATE STREET CORP | 922K | $113.3M | -0.8% | 3.795% | 0.00% |
| 8 | AMERICAN CENTURY COMPANIES INC | 893K | $109.9M | +1.4% | 3.678% | 0.06% |
| 9 | PRINCIPAL FINANCIAL GROUP INC | 656K | $80.7M | +36.7% | 2.701% | 0.04% |
| 10 | ROYCE & ASSOCIATES LP | 610K | $75.0M | -6.6% | 2.511% | 0.74% |
| 11 | WELLS FARGO & COMPANY/MN | 607K | $74.6M | -6.7% | 2.498% | 0.02% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 584K | $71.8M | +2.6% | 2.404% | 0.00% |
| 13 | MORGAN STANLEY | 524K | $64.5M | +3.9% | 2.159% | 0.00% |
| 14 | BANK OF MONTREAL /CAN/ | 462K | $56.9M | +2.3% | 1.904% | 0.02% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 451K | $55.4M | -0.0% | 1.855% | 0.01% |
| 16 | FRONTIER CAPITAL MANAGEMENT CO LLC | 429K | $52.8M | -28.0% | 1.767% | 0.54% |
| 17 | Bank of New York Mellon Corp | 415K | $51.0M | -3.5% | 1.707% | 0.01% |
| 18 | BANK OF AMERICA CORP /DE/ | 363K | $44.7M | +0.7% | 1.496% | 0.00% |
| 19 | NORTHERN TRUST CORP | 288K | $35.4M | +2.8% | 1.187% | 0.00% |
| 20 | Invesco Ltd. | 266K | $32.8M | +110.1% | 1.097% | 0.01% |
| 21 | Qube Research & Technologies Ltd | 252K | $31.0M | +519.1% | 1.039% | 0.04% |
| 22 | RAYMOND JAMES FINANCIAL INC | 242K | $29.8M | +0.2% | 0.997% | 0.01% |
| 23 | 1832 Asset Management L.P. | 235K | $28.9M | +0.3% | 0.967% | 0.04% |
| 24 | ARGA Investment Management, LP | 227K | $28.0M | -12.5% | 0.937% | 0.92% |
| 25 | BALYASNY ASSET MANAGEMENT LLC | 227K | $27.9M | +110.7% | 0.933% | 0.10% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LCII — a direct measure of their conviction.
Filings activity in LCII during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 336 | +2.8% | 138.22% | +0.32 pp | $3.12B | +0.2% |
| Q4 2025 | 327 | +3.8% | 137.90% | +32.68 pp | $3.12B | +31% |
| Q3 2025 | 315 | 1.9% | 105.22% | 1.19 pp | $2.38B | 1.1% |
| Q2 2025 | 321 | +1.3% | 106.41% | +4.65 pp | $2.40B | +4.6% |
| Q1 2025 | 317 | +8.6% | 101.76% | 17.77 pp | $2.30B | 15% |
| Q4 2024 | 292 | 0.3% | 119.53% | 15.74 pp | $2.70B | 12% |
| Q3 2024 | 293 | +2.1% | 135.27% | 37.30 pp | $3.06B | 22% |
| Q2 2024 | 287 | — | 172.57% | — | $3.90B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LCII stock.
Based on Q1 2026 13F filings, institutional ownership of LCI Industries stands at 138.2%, held across 336 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LCII, with approximately 3,545,655 shares worth $0.44B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of LCII.
Our composite Smart Money Score for LCII is 44 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
60 institutions opened new positions in LCII during Q1 2026, while 51 fully exited. 178 added to existing positions and 96 trimmed.
LCII institutional ownership rose by 0.32 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 57.2% of all reported 13F value in LCII, and the top 25 account for 79.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
LCI Industries (LCII) Institutional Ownership