Lci IndustriesLCII
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 334 institutions reported holding Lci Industries (LCII) in their 13F filings, up 13 from Q3 2025. 54 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($429.5M), Vanguard Group Inc. ($324.0M) and Kayne Anderson Rudnick Investment Management LLC ($242.2M). 8 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Lci Industries
- CUSIP
- 50189K103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $134.2M |
| Exits | 42 | $35.6M |
All 13F filers, Q3 2025 → Q4 2025: 2,064,381 shares bought and 1,953,988 shares sold, net +110,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 334 holders
| BlackRock, Inc. | 0.01% | Add +0.3% | 3,539,300 | $429.5M |
| Vanguard Group Inc. | 0.00% | Reduce -0.3% | 2,669,796 | $324.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.65% | Reduce -8.1% | 1,995,768 | $242.2M |
| FMR LLC | 0.01% | Add +27.1% | 1,452,054 | $176.2M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.8% | 1,391,159 | $168.8M |
| State Street Corp. | 0.00% | Reduce -0.8% | 929,057 | $112.7M |
| American Century Companies Inc. | 0.05% | Add +1.2% | 880,641 | $106.9M |
| Royce & Associates LP | 0.80% | Reduce -2.8% | 653,056 | $79.2M |
| Wells Fargo & Company | 0.02% | Add +0.1% | 650,006 | $78.9M |
| Frontier Capital Management Co. LLC | 0.77% | Reduce -6.8% | 595,842 | $72.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.4% | 568,894 | $69.0M |
| Morgan Stanley | 0.00% | Add +10.9% | 504,765 | $61.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.6% | 502,604 | $61.0M |
| Principal Financial Group Inc. | 0.03% | Reduce -0.2% | 479,816 | $58.2M |
| Bank of Montreal | 0.02% | Reduce -1.4% | 451,979 | $54.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.7% | 450,667 | $54.7M |
| Bank of New York Mellon Corp | 0.01% | Add +29.0% | 429,541 | $52.1M |
| Bank of America Corp. | 0.00% | Add +3.3% | 360,826 | $43.8M |
| Northern Trust Corp. | 0.00% | Reduce -7.2% | 280,307 | $34.0M |
| Boston Partners | 0.04% | Reduce -7.7% | 276,188 | $34.0M |
| ARGA Investment Management, LP | 0.86% | Add +0.8% | 260,001 | $31.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.1% | 241,701 | $29.3M |
| 1832 Asset Management L.P. | 0.04% | New | 234,136 | $28.4M |
| Fort Washington Investment Advisors Inc. | 0.14% | New | 223,684 | $27.1M |
| Royal Bank of Canada | 0.00% | Reduce -10.4% | 201,576 | $24.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.9% | 198,830 | $24.1M |
| Conestoga Capital Advisors, LLC | 0.40% | Add +13.6% | 194,833 | $23.6M |
| D. E. Shaw & Co. | 0.02% | Reduce -29.4% | 193,158 | $23.4M |
| Bridgeway Capital Management, LLC | 0.46% | Add +2.5% | 180,579 | $21.9M |
| Stadium Capital Management LLC | 23.60% | Add +75.1% | 167,923 | $20.4M |
| FIL Ltd | 0.01% | New | 137,304 | $16.7M |
| Invesco Ltd. | 0.00% | Add +24.0% | 126,775 | $15.4M |
| Barclays PLC | 0.01% | Reduce -11.8% | 123,260 | $15.0M |
| Driehaus Capital Management LLC | 0.10% | Add +3.5% | 119,071 | $14.4M |
| Empowered Funds, LLC | 0.23% | Add +4.0% | 112,531 | $13.7M |
| Balyasny Asset Management L.P. | 0.03% | New | 107,515 | $13.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -0.3% | 106,100 | $12.9M |
| Glenmede Trust Co. NA | 0.06% | — | 103,276 | $12.5M |
| Rice Hall James & Associates, LLC | 0.68% | Add +11.0% | 102,529 | $12.4M |
| Pacer Advisors, Inc. | 0.03% | Reduce -26.1% | 99,105 | $12.0M |
| Millennium Management | 0.01% | Add +58.8% | 96,657 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.0% | 94,269 | $11.4M |
| De Lisle Partners LLP | 1.42% | Add +8.7% | 90,952 | $11.0M |
| Public Sector Pension Investment Board | 0.03% | Reduce -11.4% | 83,699 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.3% | 81,260 | $9.9M |
| Comerica Bank | 0.04% | Add +15.8% | 78,008 | $9.5M |
| Nuveen, LLC | 0.00% | Reduce -22.7% | 77,169 | $9.4M |
| Prudential Financial Inc. | 0.01% | Add +203.0% | 73,294 | $8.9M |
| Clark Capital Management Group, Inc. | 0.05% | New | 72,804 | $8.8M |
| Rhumbline Advisers | 0.01% | Reduce -7.2% | 71,110 | $8.6M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 70,712 | $8.6M |
| Janus Henderson Group PLC | 0.00% | Add +620.0% | 70,478 | $8.6M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -20.0% | 66,974 | $8.1M |
| Hillsdale Investment Management Inc. | 0.22% | New | 66,820 | $8.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.2% | 63,735 | $7.7M |
| Legal & General Group Plc | 0.00% | Reduce -6.0% | 61,095 | $7.4M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -12.7% | 60,900 | $7.4M |
| Pembroke Management, LTD | 0.74% | Add +30.5% | 59,153 | $7.2M |
| Congress Asset Management Co. | 0.05% | Add +2.1% | 55,107 | $6.7M |
| Sei Investments Co. | 0.01% | Add +47.5% | 54,528 | $6.6M |
| NewSquare Capital LLC | 0.57% | Reduce -29.2% | 53,701 | $6.5M |
| Sovereign's Capital Management, LLC | 3.79% | Reduce -6.3% | 51,454 | $6.2M |
| New York State Common Retirement Fund | 0.01% | Reduce -1.7% | 50,946 | $6.2M |
| Stifel Financial Corp. | 0.01% | Reduce -8.5% | 50,099 | $6.1M |
| Jane Street Group, LLC | 0.01% | Reduce -65.2% | 49,592 | $6.0M |
| UBS Group AG | 0.00% | Reduce -52.0% | 48,246 | $5.9M |
| Swiss National Bank | 0.00% | Reduce -2.2% | 47,900 | $5.8M |
| Citadel Advisors | 0.00% | Reduce -88.2% | 46,295 | $5.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -10.2% | 45,869 | $5.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -63.8% | 40,764 | $4.9M |
| Weiss Asset Management LP | 0.09% | New | 39,168 | $4.8M |
| AQR Capital Management | 0.00% | Reduce -26.2% | 38,112 | $4.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.5% | 37,573 | $4.6M |
| Timucuan Asset Management Inc. | 0.14% | No change | 35,318 | $4.3M |
| First Trust Advisors LP | 0.00% | Add +2.8% | 33,264 | $4.0M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -35.6% | 32,444 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Add +9.2% | 32,259 | $3.9M |
| Inspire Advisors, LLC | 0.35% | Add +5.3% | 31,174 | $3.8M |
| Regions Financial Corp. | 0.02% | Reduce -2.5% | 28,346 | $3.4M |
| Bessemer Group Inc. | 0.01% | Add +13097.6% | 27,055 | $3.3M |
| Renaissance Technologies | 0.00% | Reduce -68.3% | 26,197 | $3.2M |
| Jefferies Financial Group Inc. | 0.02% | New | 24,000 | $2.9M |
| HRT Financial LP | 0.01% | Reduce -58.7% | 23,866 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -0.3% | 23,404 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.0% | 23,255 | $2.8M |
| LPL Financial LLC | 0.00% | Add +9.8% | 22,927 | $2.8M |
| Algert Global LLC | 0.04% | Add +484.7% | 22,100 | $2.7M |
| Callan Family Office, LLC | 0.06% | Add +2.0% | 22,098 | $2.7M |
| Marshall Wace, LLP | 0.00% | Reduce -39.3% | 21,626 | $2.6M |
| Nordea Investment Management AB | 0.00% | Reduce -10.4% | 21,363 | $2.6M |
| South Dakota Investment Council | 0.05% | Reduce -10.5% | 21,395 | $2.6M |
| NewEdge Wealth, LLC | 0.03% | Reduce -1.9% | 21,138 | $2.6M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -4.9% | 20,728 | $2.5M |
| Deutsche Bank AG | 0.00% | Add +3.8% | 19,749 | $2.4M |
| &partners | 0.01% | Reduce -0.1% | 17,827 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.9% | 16,627 | $2.0M |
| Creative Planning | 0.00% | Add +95.1% | 15,117 | $1.8M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 13,997 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Add +1.3% | 13,751 | $1.7M |
| Intech Investment Management LLC | 0.01% | Reduce -40.1% | 13,372 | $1.6M |
"% of holder's portfolio" is LCII's weight in each manager's 13F, not the share of Lci Industries the manager owns.