LCI INDUSTRIES (LCII) — Institutional Holders, Q2 2026

360 institutional investment managers reported a LCII position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← LCII stock profile

LCII in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

113

Trimmed

124

Sold out

Biggest buyers

ExodusPoint Capital ManagementNew · +180,623 sh+$19.1M
DEPRINCE RACE & ZOLLONew · +164,401 sh+$17.4M
BlackRockAdded · +155,224 sh+$16.4M
Boston PartnersNew · +153,923 sh+$16.3M
GOLDMAN SACHS GROUPAdded · +153,103 sh+$16.2M

Biggest sellers

FMRTrimmed · -840,034 sh-$88.9M
JPMORGAN CHASETrimmed · -310,656 sh-$32.9M
AMERICAN CENTURY COMPANIESTrimmed · -269,400 sh-$28.5M
PRINCIPAL FINANCIAL GROUPTrimmed · -250,041 sh-$26.5M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENTTrimmed · -178,217 sh-$18.9M

LCII 13F holders ranked 1–100 of 360

Institutional investors reporting a position in LCI INDUSTRIES on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 3,700,879 sh	3,700,879	$391.8M	<0.01%	+4.4%
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#2 · 1,741,056 sh	1,741,056	$184.3M	0.57%	-9.3%
3	DIMENSIONAL FUND ADVISORS#3 · 1,499,046 sh	1,499,046	$158.7M	0.03%	+6.2%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 1,489,246 sh	1,489,246	$157.7M	<0.01%	+0.7%
5	FMR#5 · 1,194,677 sh	1,194,677	$126.5M	<0.01%	-41.3%
6	VANGUARD CAPITAL MANAGEMENT#6 · 1,052,699 sh	1,052,699	$111.5M	<0.01%	+0.7%
7	STATE STREET#7 · 949,136 sh	949,136	$100.5M	<0.01%	+3.0%
8	GEODE CAPITAL MANAGEMENT#8 · 689,629 sh	689,629	$73.0M	<0.01%	+18.1%
9	ROYCE & ASSOCIATES#9 · 648,826 sh	648,826	$68.7M	0.55%	+6.4%
10	AMERICAN CENTURY COMPANIES#10 · 623,929 sh	623,929	$66.1M	0.03%	-30.2%
11	WELLS FARGO & COMPANY#11 · 603,756 sh	603,756	$63.9M	0.01%	-90.0%
12	MORGAN STANLEY#12 · 545,300 sh	545,300	$57.7M	<0.01%	+2.5%
13	BANK OF MONTREAL#13 · 466,774 sh	466,774	$49.4M	0.02%	+1.0%
14	Bank of New York Mellon#14 · 426,900 sh	426,900	$45.2M	<0.01%	+3.0%
15	CHARLES SCHWAB INVESTMENT MANAGEMENT#15 · 412,710 sh	412,710	$43.7M	<0.01%	-8.4%
16	PRINCIPAL FINANCIAL GROUP#16 · 405,876 sh	405,876	$43.0M	0.02%	-38.1%
17	BANK OF AMERICA#17 · 381,640 sh	381,640	$40.4M	<0.01%	+5.1%
18	GOLDMAN SACHS GROUP#18 · 343,801 sh	343,801	$36.4M	<0.01%	+80.3%
19	FRONTIER CAPITAL MANAGEMENT#19 · 341,852 sh	341,852	$36.2M	0.34%	-20.3%
20	Invesco Ltd.#20 · 326,660 sh	326,660	$34.6M	<0.01%	+22.7%
21	Qube Research & Technologies Ltd#21 · 322,538 sh	322,538	$34.2M	0.03%	+27.8%
22	NORTHERN#22 · 301,940 sh	301,940	$32.0M	<0.01%	+4.8%
23	GW&K Investment Management#23 · 244,472 sh	244,472	$25.9M	0.20%	-6.6%
24	FORT WASHINGTON INVESTMENT ADVISORS#24 · 231,782 sh	231,782	$24.5M	—	+23.7%
25	RAYMOND JAMES FINANCIAL#25 · 226,512 sh	226,512	$24.0M	<0.01%	-10.9%
26	ARGA Investment Management#26 · 216,170 sh	216,170	$22.9M	0.58%	-5.0%
27	BALYASNY ASSET MANAGEMENT L.P.#27 · 182,042 sh	182,042	$19.3M	0.02%	-19.6%
28	ExodusPoint Capital Management#28 · 180,623 sh	180,623	$19.1M	0.12%	New
29	JPMORGAN CHASE#29 · 182,322 sh	182,322	$18.4M	<0.01%	-97.1%
30	Conestoga Capital Advisors#30 · 171,743 sh	171,743	$18.2M	0.40%	-15.9%
31	BRIDGEWAY CAPITAL MANAGEMENT#31 · 168,592 sh	168,592	$17.9M	0.31%	+1.8%
32	DEPRINCE RACE & ZOLLO#32 · 164,401 sh	164,401	$17.4M	—	New
33	FIL Ltd#33 · 161,363 sh	161,363	$17.1M	0.01%	+14.5%
34	VANGUARD FIDUCIARY#34 · 161,228 sh	161,228	$17.1M	<0.01%	+3.2%
35	Clark Capital Management Group#35 · 158,689 sh	158,689	$16.8M	0.09%	+90.8%
36	Boston Partners#36 · 153,923 sh	153,923	$16.2M	0.01%	New
37	VICTORY CAPITAL MANAGEMENT#37 · 147,343 sh	147,343	$15.6M	<0.01%	+16.9%
38	RICE HALL JAMES & ASSOCIATES#38 · 142,665 sh	142,665	$15.1M	0.74%	+35.4%
39	ROYAL BANK OF CANADA#39 · 139,735 sh	139,735	$14.8M	<0.01%	-17.6%
40	UBS Group AG#40 · 137,544 sh	137,544	$14.6M	<0.01%	+1.4%
41	ENVESTNET ASSET MANAGEMENT#41 · 136,102 sh	136,102	$14.4M	<0.01%	+8.6%
42	PRUDENTIAL FINANCIAL#42 · 122,847 sh	122,847	$13.0M	0.01%	-9.1%
43	1832 Asset Management L.P.#43 · 120,375 sh	120,375	$12.7M	<0.01%	-48.7%
44	AQR Arbitrage#44 · 115,081 sh	115,081	$12.2M	0.17%	New
45	LOOMIS SAYLES & L P#45 · 110,700 sh	110,700	$11.7M	0.01%	+13.0%
46	PUBLIC SECTOR PENSION INVESTMENT BOARD#46 · 102,184 sh	102,184	$10.8M	0.03%	-6.7%
47	Empowered Funds#47 · 100,329 sh	100,329	$10.6M	0.06%	+7.1%
48	ALPINE ASSOCIATES MANAGEMENT#48 · 96,600 sh	96,600	$10.2M	0.64%	New
49	De Lisle Partners LLP#49 · 94,952 sh	94,952	$10.1M	1.10%	+4.4%
50	GLENMEDE NA#50 · 90,590 sh	90,590	$9.6M	0.04%	-4.1%
51	Nuveen#51 · 89,488 sh	89,488	$9.5M	<0.01%	+18.4%
52	Squarepoint Ops#52 · 88,640 sh	88,640	$9.4M	0.01%	+32.6%
53	BARCLAYS PLC#53 · 81,189 sh	81,189	$8.6M	<0.01%	-0.4%
54	T. Rowe Price Investment Management#54 · 79,834 sh	79,834	$8.5M	<0.01%	-23.9%
55	Verition Fund Management#55 · 75,016 sh	75,016	$7.9M	0.01%	New
56	RHUMBLINE ADVISERS#56 · 65,455 sh	65,455	$6.9M	<0.01%	-11.0%
57	CONGRESS ASSET MANAGEMENT#57 · 65,338 sh	65,338	$6.9M	—	+1.1%
58	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#58 · 64,213 sh	64,213	$6.8M	<0.01%	-0.5%
59	Hillsdale Investment Management#59 · 63,560 sh	63,560	$6.7M	0.15%	+11.0%
60	FIFTH THIRD BANCORP#60 · 63,268 sh	63,268	$6.7M	0.01%	-6.1%
61	HRT FINANCIAL#61 · 57,769 sh	57,769	$6.1M	0.02%	New
62	Legal & General Group Plc#62 · 56,888 sh	56,888	$6.0M	<0.01%	-0.6%
63	PRICE T ROWE ASSOCIATES#63 · 55,833 sh	55,833	$5.9M	<0.01%	+10.4%
64	NewSquare Capital#64 · 55,150 sh	55,150	$5.8M	0.43%	+4.8%
65	INTECH INVESTMENT MANAGEMENT#65 · 53,036 sh	53,036	$5.6M	0.05%	+56.8%
66	MOORE CAPITAL MANAGEMENT#66 · 50,000 sh	50,000	$5.3M	0.08%	New
67	Swiss National Bank#67 · 46,300 sh	46,300	$4.9M	<0.01%	-3.3%
68	AMERIPRISE FINANCIAL#68 · 45,632 sh	45,632	$4.8M	<0.01%	-35.3%
69	SEI INVESTMENTS#69 · 41,224 sh	41,224	$4.4M	<0.01%	-20.0%
70	Intrinsic Edge Capital Management#70 · 40,000 sh	40,000	$4.2M	0.44%	-20.0%
71	Russell Investments Group, Ltd.#71 · 39,514 sh	39,514	$4.2M	<0.01%	-99.0%
72	NORDEA INVESTMENT MANAGEMENT AB#72 · 40,330 sh	40,330	$4.2M	<0.01%	+96.7%
73	STIFEL FINANCIAL#73 · 38,704 sh	38,704	$4.1M	<0.01%	-21.6%
74	LORD, ABBETT#74 · 36,537 sh	36,537	$3.9M	0.01%	-44.4%
75	Kingsview Wealth Management#75 · 36,101 sh	36,101	$3.8M	0.05%	New
76	ALLIANCEBERNSTEIN L.P.#76 · 31,036 sh	31,036	$3.8M	<0.01%	+2.0%
77	Sovereign's Capital Management#77 · 35,310 sh	35,310	$3.7M	2.49%	+29.3%
78	BNP PARIBAS FINANCIAL MARKETS#78 · 34,021 sh	34,021	$3.6M	<0.01%	-96.1%
79	FIRST ADVISORS#79 · 33,885 sh	33,885	$3.6M	<0.01%	+17.7%
80	AQR CAPITAL MANAGEMENT#80 · 27,060 sh	27,060	$2.9M	<0.01%	-35.2%
81	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#81 · 26,416 sh	26,416	$2.8M	—	-6.5%
82	MARSHALL WACE, LLP#82 · 25,803 sh	25,803	$2.7M	<0.01%	-38.7%
83	D. E. Shaw#83 · 25,778 sh	25,778	$2.7M	<0.01%	-80.5%
84	DEUTSCHE BANK AG\#84 · 25,362 sh	25,362	$2.7M	<0.01%	+15.5%
85	REGIONS FINANCIAL#85 · 24,807 sh	24,807	$2.6M	0.02%	-8.9%
86	Integrated Quantitative Investments#86 · 23,452 sh	23,452	$2.5M	0.41%	+42.2%
87	Inspire Advisors#87 · 23,668 sh	23,668	$2.5M	0.17%	+7.9%
88	Callan Family Office#88 · 22,676 sh	22,676	$2.4M	0.05%	-6.0%
89	VANGUARD ASSET MANAGEMENT, Ltd#89 · 22,494 sh	22,494	$2.4M	<0.01%	+5.2%
90	Cerity Partners#90 · 22,197 sh	22,197	$2.4M	<0.01%	+71.8%
91	Universal- Beteiligungs- und Servicegesellschaft mbH#91 · 22,180 sh	22,180	$2.3M	<0.01%	+10.7%
92	PICTON MAHONEY ASSET MANAGEMENT#92 · 22,021 sh	22,021	$2.3M	0.02%	New
93	GREAT WEST LIFE ASSURANCE#93 · 21,574 sh	21,574	$2.3M	<0.01%	-6.7%
94	Allianz Asset Management GmbH#94 · 21,574 sh	21,574	$2.3M	<0.01%	+7.7%
95	TUDOR INVESTMENT ET AL#95 · 20,463 sh	20,463	$2.2M	<0.01%	New
96	South Dakota Investment Council#96 · 19,972 sh	19,972	$2.1M	0.04%	-1.1%
97	Quantinno Capital Management#97 · 19,136 sh	19,136	$2.0M	<0.01%	-6.0%
98	Schonfeld Strategic Advisors#98 · 18,731 sh	18,731	$2.0M	<0.01%	+611.1%
99	LPL Financial#99 · 18,211 sh	18,211	$1.9M	<0.01%	-11.8%
100	NewEdge Wealth#100 · 17,697 sh	17,697	$1.9M	0.02%	-6.3%

Funds that sold out of LCII in Q2 2026 (54)

Held LCII at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held LCII in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
DRIEHAUS CAPITAL MANAGEMENT121,346 sh	121,346	$14.9M
Blue Sparrow52,000 sh	52,000	$6.4M
VOLORIDGE INVESTMENT MANAGEMENT44,503 sh	44,503	$5.5M
Pembroke Management, LTD42,026 sh	42,026	$5.2M
STADIUM CAPITAL MANAGEMENT41,745 sh	41,745	$5.1M
SG Capital Management36,341 sh	36,341	$4.5M
ALGERT GLOBAL22,100 sh	22,100	$2.7M
RENAISSANCE TECHNOLOGIES20,100 sh	20,100	$2.5M
NATIXIS ADVISORS11,858 sh	11,858	$1.5M
SCHRODER INVESTMENT MANAGEMENT GROUP10,397 sh	10,397	$1.2M
TD ASSET MANAGEMENT6,305 sh	6,305	$775.4K
Horizon Investments6,041 sh	6,041	$742.9K
Man Group plc3,807 sh	3,807	$468.2K
Jackson Creek Investment Advisors3,444 sh	3,444	$424.0K
Centiva Capital3,258 sh	3,258	$400.7K
Fieldview Capital Management2,907 sh	2,907	$357.5K
Apollon Wealth Management2,902 sh	2,902	$356.9K
AlphaGrep UK Ltd2,743 sh	2,743	$337.3K
QUADRANT CAPITAL GROUP4,620 sh	4,620	$333.1K
Dynamic Technology Lab Private Ltd2,630 sh	2,630	$323.4K
MQS Management2,623 sh	2,623	$322.6K
Lombard Odier Asset Management (USA)2,440 sh	2,440	$300.1K
MIRABELLA FINANCIAL SERVICES LLP2,378 sh	2,378	$292.4K
MILLENNIUM MANAGEMENT2,348 sh	2,348	$288.8K
Barnett & Company2,328 sh	2,328	$286.3K
WEALTH ENHANCEMENT ADVISORY SERVICES2,244 sh	2,244	$275.3K
Ameritas Advisory Services2,069 sh	2,069	$254.4K
CAPTRUST FINANCIAL ADVISORS1,780 sh	1,780	$218.9K
BANK OF NOVA SCOTIA1,702 sh	1,702	$209.3K
PRAXIS INVESTMENT MANAGEMENT1,669 sh	1,669	$205.0K
COLDSTREAM CAPITAL MANAGEMENT1,652 sh	1,652	$203.2K
ACADIAN ASSET MANAGEMENT751 sh	751	$92.0K
ASSETMARK735 sh	735	$90.4K
WOLVERINE ASSET MANAGEMENT507 sh	507	$62.4K
SIMPLEX TRADING386 sh	386	$47.5K
Aviso Financial157 sh	157	$19.3K
Root Financial Partners118 sh	118	$14.5K
TWIN PEAKS WEALTH ADVISORS61 sh	61	$7.5K
Advisory Services Network61 sh	61	$7.5K
Union Bankshares53 sh	53	$6.5K
James T. Borello RIA33 sh	33	$4.1K
MAI Capital Management19 sh	19	$2.3K
Key FInancial19 sh	19	$2.3K
Annis Gardner Whiting Capital Advisors18 sh	18	$2.2K
JPL Wealth Management17 sh	17	$2.1K
Retirement Wealth Solutions12 sh	12	$1.5K
ALBION FINANCIAL GROUP9 sh	9	$1.1K
Sound Income Strategies7 sh	7	$876.00
Ronald Blue7 sh	7	$861.00
Rossby Financial, LCC4 sh	4	$491.00
Vermillion Wealth Management2 sh	2	$246.00
RAFFA WEALTH MANAGEMENT1 sh	1	$123.00
CURIO WEALTH1 sh	1	$123.00
Hughes Financial Services1 sh	1	$123.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.