Lci IndustriesLCII
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 324 institutions reported holding Lci Industries (LCII) in their 13F filings, up 2 from Q1 2025. 53 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($336.4M), Vanguard Group Inc. ($257.0M) and Kayne Anderson Rudnick Investment Management LLC ($202.6M). 8 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Lci Industries
- CUSIP
- 50189K103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $48.3M |
| Exits | 50 | $49.4M |
All 13F filers, Q1 2025 → Q2 2025: 2,612,010 shares bought and 2,679,296 shares sold, net −67,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| BlackRock, Inc. | 0.01% | Reduce -2.5% | 3,689,065 | $336.4M |
| Vanguard Group Inc. | 0.00% | Reduce -1.3% | 2,818,801 | $257.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.48% | Add +0.6% | 2,221,443 | $202.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +5.0% | 1,392,167 | $127.0M |
| FMR LLC | 0.01% | Reduce -9.0% | 1,150,472 | $104.9M |
| State Street Corp. | 0.00% | Reduce -0.9% | 963,108 | $87.8M |
| American Century Companies Inc. | 0.04% | Add +8.0% | 810,720 | $73.9M |
| Wells Fargo & Company | 0.01% | Add +31.5% | 680,595 | $62.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.4% | 662,874 | $60.4M |
| Victory Capital Management Inc. | 0.04% | Reduce -5.1% | 660,338 | $60.2M |
| Royce & Associates LP | 0.58% | Add +6.4% | 618,599 | $56.4M |
| Geode Capital Management, LLC | 0.00% | Add +1.5% | 589,603 | $53.8M |
| Principal Financial Group Inc. | 0.03% | Reduce -9.1% | 530,090 | $48.3M |
| Frontier Capital Management Co. LLC | 0.43% | Add +47.0% | 504,761 | $46.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.3% | 450,602 | $41.1M |
| Morgan Stanley | 0.00% | Add +11.9% | 437,527 | $39.9M |
| Bank of Montreal | 0.02% | Add +70.4% | 435,844 | $39.7M |
| ARGA Investment Management, LP | 1.06% | Add +1386.8% | 424,374 | $38.7M |
| Bank of America Corp. | 0.00% | Add +109.0% | 396,852 | $36.2M |
| Bank of New York Mellon Corp | 0.01% | Add +1.6% | 347,608 | $31.7M |
| Boston Partners | 0.03% | Add +33.2% | 320,186 | $29.4M |
| Northern Trust Corp. | 0.00% | Reduce -3.6% | 302,805 | $27.6M |
| D. E. Shaw & Co. | 0.03% | Add +42.5% | 275,545 | $25.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.4% | 268,617 | $24.5M |
| JARISLOWSKY, FRASER Ltd | 0.12% | Add +4.2% | 239,243 | $21.8M |
| Pacer Advisors, Inc. | 0.06% | Reduce -11.6% | 239,015 | $21.8M |
| Royal Bank of Canada | 0.00% | Add +3.7% | 238,231 | $21.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.2% | 179,695 | $16.4M |
| Conestoga Capital Advisors, LLC | 0.24% | Reduce -1.2% | 175,596 | $16.0M |
| Bridgeway Capital Management, LLC | 0.37% | New | 171,437 | $15.6M |
| Cubist Systematic Strategies, LLC | 0.13% | Add +59.5% | 128,956 | $11.8M |
| Glenmede Investment Management, LP | 0.06% | — | 119,099 | $10.9M |
| UBS Group AG | 0.00% | Reduce -42.8% | 118,675 | $10.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +27.4% | 117,252 | $10.7M |
| Barclays PLC | 0.00% | Reduce -37.3% | 116,781 | $10.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 115,712 | $10.6M |
| Empowered Funds, LLC | 0.12% | Add +775.6% | 112,557 | $10.3M |
| Citadel Advisors | 0.01% | Reduce -17.1% | 111,931 | $10.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +42.0% | 108,852 | $9.9M |
| Invesco Ltd. | 0.00% | Reduce -11.3% | 106,654 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.5% | 106,438 | $9.7M |
| Rice Hall James & Associates, LLC | 0.50% | Add +1.8% | 101,474 | $9.3M |
| Public Sector Pension Investment Board | 0.04% | Add +6.5% | 98,592 | $9.0M |
| Stadium Capital Management LLC | 8.05% | Reduce -32.3% | 95,923 | $8.7M |
| Renaissance Technologies | 0.01% | Add +63.5% | 89,300 | $8.1M |
| Point72 Asset Management | 0.02% | Reduce -13.3% | 87,571 | $8.0M |
| Lord, Abbett & Co. LLC | 0.03% | New | 84,072 | $7.7M |
| Voloridge Investment Management, LLC | 0.03% | Add +34.7% | 81,521 | $7.4M |
| De Lisle Partners LLP | 1.04% | Add +176.7% | 80,652 | $7.4M |
| Nuveen, LLC | 0.00% | Reduce -15.8% | 80,477 | $7.3M |
| Rhumbline Advisers | 0.01% | Add +4.2% | 77,750 | $7.1M |
| NewSquare Capital LLC | 0.51% | Add +23.1% | 75,500 | $6.9M |
| Legal & General Group Plc | 0.00% | Add +0.8% | 69,152 | $6.3M |
| AQR Capital Management | 0.01% | Add +926.5% | 68,993 | $6.3M |
| Comerica Bank | 0.02% | Add +18.6% | 59,562 | $5.4M |
| WINTON GROUP Ltd | 0.27% | New | 58,080 | $5.3M |
| Stifel Financial Corp. | 0.01% | Add +0.2% | 57,028 | $5.2M |
| Congress Asset Management Co. | 0.03% | Reduce -5.3% | 54,282 | $4.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.0% | 49,377 | $4.5M |
| California Public Employees Retirement System | 0.00% | Add +3.2% | 48,506 | $4.4M |
| Swiss National Bank | 0.00% | Reduce -2.2% | 48,200 | $4.4M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -48.4% | 47,724 | $4.4M |
| Engineers Gate Manager LP | 0.05% | Add +57.3% | 46,620 | $4.3M |
| Pembroke Management, LTD | 0.51% | Reduce -2.5% | 46,203 | $4.2M |
| Sovereign's Capital Management, LLC | 2.00% | Add +12.7% | 40,963 | $3.7M |
| Sei Investments Co. | 0.00% | Reduce -8.7% | 39,352 | $3.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -4.4% | 38,573 | $3.5M |
| Trexquant Investment LP | 0.04% | Reduce -57.8% | 37,972 | $3.5M |
| Millennium Management | 0.00% | Reduce -94.3% | 36,229 | $3.3M |
| Timucuan Asset Management Inc. | 0.09% | Add +226.5% | 35,318 | $3.2M |
| First Trust Advisors LP | 0.00% | Add +25.3% | 33,646 | $3.1M |
| Prudential Financial Inc. | 0.00% | Add +6.5% | 26,388 | $3.0M |
| Inspire Advisors, LLC | 0.30% | New | 31,959 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.8% | 31,082 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +19.6% | 30,279 | $2.8M |
| Algert Global LLC | 0.06% | New | 29,690 | $2.7M |
| Regions Financial Corp. | 0.02% | Add +2.0% | 29,035 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 27,575 | $2.5M |
| South Dakota Investment Council | 0.05% | No change | 27,295 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 24,901 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -76.1% | 24,885 | $2.3M |
| California State Teachers Retirement System | 0.00% | Add +0.7% | 23,483 | $2.1M |
| NewEdge Wealth, LLC | 0.03% | Reduce -5.3% | 22,048 | $2.1M |
| Nordea Investment Management AB | 0.00% | Add +2.0% | 22,807 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.9% | 22,830 | $2.1M |
| Callan Family Office, LLC | 0.06% | New | 22,436 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -52.3% | 22,281 | $2.0M |
| Allianz Asset Management GmbH | 0.00% | Add +8.4% | 22,047 | $2.0M |
| CW Advisors, LLC | 0.02% | Add +127.4% | 21,793 | $2.0M |
| Dark Forest Capital Management LP | 0.08% | Reduce -63.4% | 21,628 | $2.0M |
| Aquatic Capital Management LLC | 0.04% | Reduce -4.4% | 20,188 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.8% | 18,558 | $1.7M |
| Gotham Asset Management | 0.01% | Add +19.6% | 18,399 | $1.7M |
| &partners | 0.01% | Add +10.5% | 18,080 | $1.6M |
| Holocene Advisors, LP | 0.00% | Reduce -50.0% | 17,445 | $1.6M |
| Intech Investment Management LLC | 0.01% | Add +38.3% | 17,284 | $1.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 16,908 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -15.9% | 16,867 | $1.5M |
| Los Angeles Capital Management LLC | 0.01% | Add +3.9% | 16,841 | $1.5M |
| Versor Investments LP | 0.25% | Reduce -15.4% | 15,735 | $1.4M |
"% of holder's portfolio" is LCII's weight in each manager's 13F, not the share of Lci Industries the manager owns.