$LCII

$87.90 +$3.03 (3.57%) Close

$LCII Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 24.3M shares outstanding

Who owns LCII?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 54.9%

BlackRock, Inc. 15.2% · FMR LLC 4.9%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

356

+6 vs last qtr

Net shares bought

−862.6K

by institutions in Q2 2026

New / sold out

65 / 59

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

ExodusPoint Capital Management, LP NEW +180.6K
Deprince Race & Zollo Inc NEW +164.4K

Biggest sellers in Q2 2026

FMR LLC −840.0K
Jpmorgan Chase & Co −310.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$18.5M

5 notices from 3 people

Shares covered

132.6K

0.55% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Thurston, Springer, Miller, Herd & Titak, Inc. Officer $13.1M
Gero James Director $5.05M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−0.3%

−0.03% a year

Each share's claim on the business

+0.3%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$181M vs $195M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years71% 3–5 years11% 1–3 years6% Under 1 year12%

Quarterly turnover

11.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting LCII on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	3.7M	15.22%	+155.2K (+4.4%)	≤2021	0.0%
Shares held by quarter Peak holding3.9M (Q4'24) Change over 8 quarters−192.8K Share of the company15.220% BlackRock, Inc.'s full portfolio →
F FMR LLC	1.2M	4.91%	−840.0K (−41.3%)	≤2021	0.0%
Shares held by quarter Peak holding2.2M (Q3'24) Change over 8 quarters−1.0M Share of the company4.910% FMR LLC's full portfolio →

BlackRock, Inc.

3.7M

% of company

15.22%

Change vs last qtr

+155.2K (+4.4%)

Held since

≤2021

FMR LLC

1.2M

% of company

4.91%

Change vs last qtr

−840.0K (−41.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding LCI Industries, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LCII on Form N-PORT; together they hold 54.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$155M	1.5M	6.02%	0.14%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$77.5M	732.3K	3.01%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$155M

% of company

6.02%

% of the fund

0.14%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$77.5M

% of company

3.01%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding LCI Industries and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LJ Lippert Jason Insider	348.2K	1.43%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.430% Lippert Jason's insider activity →
GJ Gero James Insider	333.1K	1.37%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.370% Gero James's insider activity →

Lippert Jason

Insider

348.2K

% of company

1.43%

Change vs last qtr

—

Held since

—

Gero James

Insider

333.1K

% of company

1.37%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of LCI Industries.

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