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LCII — LCI INDS

Reported value held$1.55B
Funds holding (latest)47
SectorConsumer Discretionary
Funds holding (Q2 2026)35
Institutional value$1.18B · 11.25M sh
New / Add / Cut / Exit2 / 17 / 15 / 3
Top-5 / Top-10 concentration61.1% / 80.5%
Institutional holdings change Reducing -5.5% (-658.06K sh)
Institutional value change Down -18.8%

As of Q2 2026, 35 SEC-registered investment managers reported holding LCII (LCI INDS) in their latest 13F filings, with a combined reported value of $1.18B across 11.25M shares. That is -5.5% by share count (-658.06K shares) versus the previous quarter, while reported value moved -18.8%. Ownership is concentrated: the five largest holders account for 61.1% of reported value and the top ten for 80.5%.

Compared with the prior quarter, 2 opened new positions, 17 added to existing stakes, 15 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

LCII is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 3.70M $391.85M 0.01% Add
Vanguard Group history Q4 2025 2.67M $323.95M 0.01% Hold
Fidelity Management & Research (FMR) history Q2 2026 1.19M $126.49M 0.01% Reduce
Geode Capital Management history Q2 2026 689.63K $73.03M 0.00% Add
Royce & Associates history Q2 2026 648.83K $68.70M 0.55% Add
Wells Fargo & Co history Q2 2026 603.76K $63.93M 0.01% Hold
Morgan Stanley history Q2 2026 545.30K $57.74M 0.00% Add
BNY Mellon history Q2 2026 426.90K $45.20M 0.01% Add
Charles Schwab Investment Management history Q2 2026 412.71K $43.70M 0.01% Reduce
Principal Global Investors history Q2 2026 405.88K $42.97M 0.02% Reduce
Bank of America Corp history Q2 2026 381.64K $40.41M 0.00% Add
Goldman Sachs Group history Q2 2026 343.80K $36.40M 0.00% Add
Invesco Ltd history Q2 2026 326.66K $34.59M 0.00% Add
Northern Trust Corp history Q2 2026 301.94K $31.97M 0.00% Add
Norges Bank Investment Management history Q4 2024 255.36K $26.40M 0.00% Reduce
Balyasny Asset Management history Q2 2026 182.04K $19.27M 0.03% Reduce
JPMorgan Chase & Co history Q2 2026 182.32K $18.36M 0.00% New
Fidelity International (FIL) history Q2 2026 161.36K $17.09M 0.01% Add
UBS Group AG history Q2 2026 137.54K $14.56M 0.00% Add
Prudential Financial history Q2 2026 122.85K $13.01M 0.01% Reduce

View all 47 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 3.89M 3.91M 3.78M 3.69M 3.53M 3.54M 3.55M 3.70M
Fidelity Management & Research (FMR) 46 160.07K 220.77K 229.38K 235.16K 211.51K 254.44K 561.61K 1.23M 2.11M 2.23M 2.27M 2.20M 2.07M 1.26M 1.15M 1.14M 1.45M 2.03M 1.19M
Geode Capital Management 398.92K 412.02K 424.32K 423.59K 431.31K 447.59K 468.83K 488.40K 505.13K 530.80K 548.72K 563.07K 564.76K 563.80K 580.66K 589.60K 582.80K 568.89K 583.91K 689.63K
Royce & Associates 461.39K 389.42K 346.38K 380.44K 294.00K 403.73K 488.50K 498.68K 502.93K 463.48K 296.16K 305.36K 374.04K 546.62K 581.59K 618.60K 672.00K 653.06K 609.77K 648.83K
Wells Fargo & Co 390.63K 549.36K 562.52K 619.08K 658.61K 617.26K 664.28K 713.46K 716.40K 717.87K 720.95K 652.70K 688.30K 863.43K 637.70K 680.60K 649.29K 650.01K 606.75K 603.76K
Morgan Stanley 106.84K 117.37K 132.58K 326.01K 213.81K 251.86K 176.26K 213.33K 200.53K 235.86K 220.63K 333.03K 388.19K 383.89K 391.09K 437.53K 455.25K 504.76K 524.20K 545.30K
BNY Mellon 458.93K 300.00K 300.00K 300.00K 300.00K 300.00K 439.61K 435.50K 428.83K 319.91K 312.94K 298.16K 276.85K 357.63K 342.02K 347.61K 332.97K 429.54K 414.64K 426.90K
Charles Schwab Investment Management 246.61K 251.91K 266.92K 281.98K 311.69K 328.47K 339.21K 333.04K 341.63K 344.87K 362.16K 382.09K 411.28K 436.42K 449.16K 450.60K 453.93K 450.67K 450.50K 412.71K
Principal Global Investors 667.19K 618.12K 606.97K 594.57K 580.76K 581.89K 629.87K 619.12K 618.02K 598.69K 609.23K 595.73K 632.22K 643.51K 582.87K 530.09K 480.74K 479.82K 655.92K 405.88K
Bank of America Corp 218.21K 245.34K 218.38K 197.86K 194.07K 183.68K 171.56K 205.65K 223.45K 246.05K 235.44K 190.84K 229.79K 214.50K 189.92K 396.85K 349.35K 360.83K 363.27K 381.64K
Goldman Sachs Group 55.13K 60.72K 53.33K 59.63K 154.21K 134.28K 112.65K 130.09K 78.23K 72.35K 43.14K 44.74K 148.32K 231.63K 181.84K 179.69K 182.54K 198.83K 190.70K 343.80K
Invesco Ltd 85.77K 82.14K 76.17K 77.27K 81.92K 96.69K 100.62K 120.60K 116.17K 83.43K 76.50K 90.08K 100.13K 108.62K 120.25K 106.65K 102.25K 126.78K 266.32K 326.66K
Northern Trust Corp 293.01K 293.63K 285.23K 278.93K 278.54K 282.60K 286.03K 281.43K 281.80K 276.06K 271.02K 263.37K 283.24K 319.74K 314.06K 302.81K 302.18K 280.31K 288.20K 301.94K
Balyasny Asset Management — — 10.14K 12.45K 15.17K — — 19.01K 39.40K 23.69K 73.23K 36.71K 51.80K 52.54K 96.75K — — 107.52K 226.54K 182.04K
JPMorgan Chase & Co 1.36M 1.17M 1.05M 898.10K 752.76K 964.25K 1.16M 1.21M 1.12M 1.29M 1.27M 1.37M 1.02M 849.61K 739.49K 662.87K 556.18K 502.60K — 182.32K
Fidelity International (FIL) — — — — — — — — — — — — — — — — — 137.30K 140.96K 161.36K
UBS Group AG 3.78K 11.55K 4.75K 3.98K 5.53K 11.23K 13.70K 16.98K 4.24K 18.75K 16.92K 62.10K 70.04K 126.15K 207.38K 118.67K 100.47K 48.25K 135.68K 137.54K
Prudential Financial 27.47K 26.72K 27.09K 26.70K 26.80K 26.59K 25.80K 32.28K 30.69K 30.22K 29.31K 28.06K 27.44K 25.82K 24.79K 26.39K 24.19K 73.29K 135.07K 122.85K
PSP Investments 51.07K 51.47K 47.17K 47.05K 46.61K 46.26K 44.73K 44.91K 31.30K 52.55K 51.91K 56.00K 54.00K 63.40K 92.59K 98.59K 94.52K 83.70K 109.50K 102.18K
Legal & General Investment Management America 70.83K 72.71K 72.21K 73.38K 73.67K 73.67K 75.19K 72.43K 70.58K 70.67K 70.45K 71.77K 73.72K 70.82K 68.61K 69.15K 64.97K 61.09K 57.23K 56.89K

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