313 tracked 13F filers disclose a position in LCII as of the latest SEC 13F filings, a combined $3.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $436.0M | 3.5M | ▲+0.2% Added · +6K sh | Q1 2026 | |
| 2 | FMR LLC | $250.2M | 2.0M | ▲+40% Added · +583K sh | Q1 2026 | |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $236.0M | 1.9M | ▼−3.8% Reduced · −76K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $181.9M | 1.5M | →First observed position No prior filed position | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $173.7M | 1.4M | ▲+1.5% Added · +21K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $128.6M | 1.0M | →First observed position No prior filed position | Q1 2026 | |
| 7 | STATE STREET CORP | $100.5M | 949K | ▲+3.0% Added · +27K sh | Q2 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $109.9M | 893K | ▲+1.4% Added · +13K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $73.0M | 690K | ▲+18% Added · +106K sh | Q2 2026 | |
| 10 | PRINCIPAL FINANCIAL GROUP INC | $80.7M | 656K | ▲+37% Added · +176K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $74.6M | 607K | ▼−6.7% Reduced · −43K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $64.5M | 524K | ▲+3.9% Added · +19K sh | Q1 2026 | |
| 13 | JPMORGAN CHASE & CO | $59.2M | 493K | ▼−1.9% Reduced · −10K sh | Q1 2026 | |
| 14 | BANK OF MONTREAL /CAN/ | $56.9M | 462K | ▲+2.3% Added · +10K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $55.4M | 451K | ▼~0% Reduced · −166 sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $51.0M | 415K | ▼−3.5% Reduced · −15K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $44.7M | 363K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 18 | FRONTIER CAPITAL MANAGEMENT CO LLC | $36.2M | 342K | ▼−20% Reduced · −87K sh | Q2 2026 | |
| 19 | NORTHERN TRUST CORP | $35.4M | 288K | ▲+2.8% Added · +8K sh | Q1 2026 | |
| 20 | Qube Research & Technologies Ltd | $31.0M | 252K | ▲+519% Added · +212K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $29.8M | 242K | ▲+0.2% Added · +471 sh | Q1 2026 | |
| 22 | BALYASNY ASSET MANAGEMENT L.P. | $27.9M | 227K | ▲+111% Added · +119K sh | Q1 2026 | |
| 23 | ARGA Investment Management, LP | $22.9M | 216K | ▼−5.0% Reduced · −11K sh | Q2 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $23.5M | 191K | ▼−4.1% Reduced · −8K sh | Q1 2026 | |
| 25 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $23.1M | 187K | ▼−16% Reduced · −36K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 10 funds opened a new position in LCII and 23 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 173 funds | $349.0B |
| MICROSOFT CORPMSFT | 173 funds | $235.9B |
| AMAZON.COM INCAMZN | 170 funds | $173.5B |
| APPLE INCAAPL | 169 funds | $260.3B |
| META PLATFORMS INC-CLASS AMETA | 165 funds | $103.3B |
| ELI LILLY & COLLY | 165 funds | $69.1B |
| VISA INC-CLASS A SHARESV | 165 funds | $54.8B |
| BROADCOM INCAVGO | 164 funds | $135.8B |
| ALPHABET INC-CL AGOOGL | 163 funds | $145.6B |
| MASTERCARD INC - AMA | 163 funds | $46.2B |
| JPMORGAN CHASE & COJPM | 162 funds | $55.3B |
| ADVANCED MICRO DEVICESAMD | 162 funds | $31.3B |
Ranked by how many of LCII's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 24, 2026 | LIPPERT JASON | President , CEO, Director | Sell (S) | 10K | $1.4M |
| Feb 23, 2026 | LIPPERT JASON | President , CEO, Director | Sell (S) | 30K | $4.4M |
| Feb 23, 2026 | Schnur Jamie | Group President - Aftermarket | Sell (S) | 10K | $1.4M |
| Feb 20, 2026 | LIPPERT JASON | President , CEO, Director | Sell (S) | 10K | $1.5M |
| Feb 20, 2026 | Schnur Jamie | Group President - Aftermarket | Sell (S) | 10K | $1.5M |
| Feb 20, 2026 | SMITH RYAN RICHARD | Group President - N.A. | Sell (S) | 20K | $3.0M |
| Nov 25, 2024 | LIPPERT JASON | President , CEO, Director | Sell (S) | 5K | $625K |
| Nov 25, 2024 | LIPPERT JASON | President , CEO, Director | Sell (S) | 5K | $635K |
| Nov 16, 2023 | Deely Brendan | Director | Sell (S) | 3K | $320K |
| Mar 2, 2023 | PRUITT EILEEN S | EVP & CHRO | Sell (S) | 282 | $32K |
| May 27, 2022 | Fletcher Nick C | EVP & Chief HR Officer | Sell (S) | 4K | $422K |
| May 27, 2022 | PRUITT EILEEN S | Deputy CHRO | Sell (S) | 158 | $19K |
Connected entities for LCII
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LCII/capital-change-brief"
Use Arkolith's capital_change_brief for LCII. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LCII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.