LEA — LEAR CORP
As of Q2 2026, 39 SEC-registered investment managers reported holding LEA (LEAR CORP) in their latest 13F filings, with a combined reported value of $3.37B across 23.39M shares. That is +2.9% by share count (+648.68K shares) versus the previous quarter, while reported value moved +22.7%. Ownership is concentrated: the five largest holders account for 69.7% of reported value and the top ten for 83.8%.
Compared with the prior quarter, 2 opened new positions, 17 added to existing stakes, 16 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LEA 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Pzena Investment Management history | Q2 2026 | 6.64M | $889.95M | 2.61% | Reduce |
| Vanguard Group history | Q4 2025 | 6.38M | $731.61M | 0.01% | Reduce |
| BlackRock Inc history | Q2 2026 | 5.26M | $704.49M | 0.01% | Add |
| MFS Investment Management history | Q2 2026 | 1.44M | $435.92M | 0.14% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.19M | $160.19M | 0.01% | Reduce |
| AQR Capital Management history | Q2 2026 | 1.19M | $159.20M | 0.06% | Add |
| Geode Capital Management history | Q2 2026 | 1.03M | $137.72M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 719.61K | $96.47M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 685.21K | $91.86M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | Q2 2026 | 569.81K | $76.39M | 0.11% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 552.45K | $74.06M | 0.01% | Reduce |
| BNY Mellon history | Q2 2026 | 487.82K | $65.40M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 482.13K | $64.63M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 465.04K | $62.34M | 0.01% | Hold |
| Balyasny Asset Management history | Q2 2026 | 461.48K | $61.87M | 0.08% | Add |
| Invesco Ltd history | Q2 2026 | 324.35K | $43.48M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 224.85K | $30.14M | 0.00% | Add |
| Arrowstreet Capital history | Q2 2026 | 209.83K | $28.13M | 0.01% | Reduce |
| Renaissance Technologies history | Q3 2025 | 253.33K | $25.49M | 0.03% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 178.47K | $24.19M | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 178.47K sh · $24.19M
- Point72 Asset Management 72.20K sh · $9.68M
Fully Exited (vs previous quarter)
- Millennium Management sold 130.17K sh · $15.76M
- Ontario Teachers Pension Plan sold 27.09K sh · $3.28M
- Janus Henderson Group sold 23.26K sh · $2.82M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pzena Investment Management | 5.19M | 5.16M | 6.27M | 6.46M | 6.86M | 6.87M | 6.74M | 6.58M | 6.52M | 6.25M | 6.24M | 7.19M | 7.71M | 7.68M | 7.66M | 7.60M | 7.50M | 7.47M | 6.76M | 6.64M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 6.79M | 6.88M | 7.28M | 6.58M | 5.64M | 4.87M | 4.93M | 5.26M |
| MFS Investment Management | 2.17M | 2.43M | — | 2.01M | 2.11M | 2.20M | 1.98M | 1.96M | 1.94M | 1.11M | 1.47M | 1.51M | 1.71M | 2.21M | 2.36M | 2.09M | 1.97M | 1.82M | 1.75M | 1.44M |
| Fidelity Management & Research (FMR) | 2.96M | 2.94M | 2.74M | 2.22M | 2.10M | 1.45M | 1.18M | 1.61M | 1.90M | 2.37M | 2.68M | 3.11M | 2.46M | 2.26M | 2.48M | 2.61M | 2.08M | 2.11M | 1.75M | 1.19M |
| AQR Capital Management | 173.18K | 89.90K | 90.83K | 56.37K | 11.53K | 2.72K | 127.76K | 118.22K | 190.94K | 167.65K | 159.99K | 223.96K | 70.03K | 97.24K | 567.34K | 561.26K | 589.13K | 789.75K | 956.35K | 1.19M |
| Geode Capital Management | 771.10K | 815.35K | 857.67K | 947.50K | 929.77K | 934.80K | 938.96K | 971.98K | 996.19K | 1.02M | 1.07M | 1.10M | 1.14M | 1.11M | 1.16M | 1.15M | 1.22M | 1.21M | 1.02M | 1.03M |
| Morgan Stanley | 224.83K | 427.80K | 485.09K | 926.17K | 728.92K | 641.30K | 551.43K | 523.69K | 531.16K | 621.09K | 807.33K | 837.58K | 851.12K | 946.43K | 923.69K | 777.80K | 812.76K | 797.95K | 726.79K | 719.61K |
| Charles Schwab Investment Management | 367.77K | 381.00K | 397.60K | 407.75K | 416.22K | 432.58K | 437.87K | 435.49K | 437.26K | 450.89K | 449.37K | 455.48K | 467.86K | 495.76K | 513.41K | 536.98K | 728.12K | 718.12K | 711.83K | 685.21K |
| CDPQ (Caisse de Depot) | 29.05K | 24.95K | 31.75K | 21.62K | 281.42K | — | 362.94K | 354.83K | 295.13K | 252.62K | 11.26K | — | — | — | 32.63K | — | 407.35K | 713.88K | 699.59K | 569.81K |
| Norges Bank Investment Management | — | — | — | — | — | 478.05K | — | — | — | 563.77K | — | 682.72K | — | 336.65K | — | 510.30K | — | 715.67K | — | 552.45K |
| BNY Mellon | 632.08K | 680.80K | 671.71K | 684.71K | 744.73K | 741.97K | 736.36K | 721.94K | 694.66K | 688.30K | 665.24K | 637.67K | 577.90K | 676.98K | 640.54K | 607.75K | 594.21K | 518.83K | 515.00K | 487.82K |
| UBS Group AG | 84.90K | 123.53K | 75.96K | 77.90K | 64.96K | 85.02K | 96.09K | 149.86K | 74.28K | 91.06K | 83.86K | 64.74K | 76.72K | 162.75K | 234.83K | 430.70K | 277.63K | 464.44K | 405.31K | 482.13K |
| Northern Trust Corp | 599.87K | 594.82K | 576.51K | 557.20K | 552.66K | 542.29K | 544.03K | 516.06K | 529.30K | 508.72K | 445.49K | 437.62K | 391.75K | 500.51K | 497.99K | 486.87K | 480.76K | 457.36K | 464.56K | 465.04K |
| Balyasny Asset Management | 175.58K | — | — | 206.73K | — | — | — | — | 608.41K | — | — | — | — | 186.66K | — | 417.52K | — | 313.51K | 30.11K | 461.48K |
| Invesco Ltd | 514.14K | 589.02K | 172.43K | 164.09K | 154.46K | 259.18K | 180.28K | 171.81K | 577.69K | 304.12K | 409.27K | 374.42K | 226.14K | 356.15K | 371.18K | 313.27K | 337.19K | 408.60K | 382.36K | 324.35K |
| Bank of America Corp | 499.52K | 435.42K | 650.89K | 690.91K | 822.31K | 410.95K | 437.45K | 449.43K | 536.32K | 419.17K | 553.92K | 257.46K | 271.89K | 154.97K | 245.44K | 237.34K | 278.68K | 238.46K | 198.53K | 224.85K |
| Arrowstreet Capital | — | — | — | — | — | — | — | 7.17K | 7.64K | — | — | — | 18.26K | 43.47K | 246.94K | 417.90K | 442.11K | 515.17K | 359.20K | 209.83K |
| JPMorgan Chase & Co | 184.18K | 437.04K | 158.00K | 167.59K | 175.88K | 157.90K | 128.66K | 203.76K | 182.63K | 202.16K | 170.55K | 133.39K | 118.68K | 114.56K | 109.78K | 117.18K | 118.69K | 140.54K | — | 178.47K |
| Goldman Sachs Group | 253.55K | 186.24K | 157.05K | 391.43K | 299.02K | 329.37K | 280.89K | 363.12K | 689.78K | 1.10M | 927.80K | 1.45M | 1.09M | 877.11K | 515.97K | 286.70K | 67.38K | 75.57K | 103.72K | 168.50K |
| Citigroup Inc | 32.12K | 42.32K | 34.61K | 35.44K | 53.51K | 31.00K | 36.88K | 26.43K | 23.53K | 27.26K | 29.50K | 11.93K | 16.14K | 28.08K | 19.48K | 18.54K | 44.67K | 52.80K | 58.79K | 153.44K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details