LCI Industries
Supplies Lippert component systems and aftermarket parts for RV, marine, transportation, and housing markets.
$102.96
After-hours close−0.05 (−0.05%)
At close$103.01(+0.69%)
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Breakdown13F · Form 4
Institutions 119.18%Insiders 3.52%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 24.31M · Float 23.56M · 96.9% free float
Institutions13F, as of Jun 30, 2026
371 holders · 28.97M shares · 69 new positions · 183 increased · 122 reduced · 60 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.70M | 15.22% | +155.2K | Aug 7, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | 1.74M | 7.16% | −178.2K | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 1.50M | 6.17% | +86.9K | Aug 11, 2026 |
| Vanguard Portfolio Management LLC | 1.49M | 6.13% | +10.1K | Aug 13, 2026 |
| FMR LLC | 1.19M | 4.91% | −840.0K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 1.05M | 4.33% | +7.3K | Aug 13, 2026 |
| State Street Corp | 949.1K | 3.90% | +27.5K | Aug 7, 2026 |
| Geode Capital Management, LLC | 689.6K | 2.84% | +105.7K | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 14.80% | 3.74M | 13G | Apr 30, 2025 ↗ |
| FMR LLC | 10.60% | 2.60M | 13G | May 7, 2026 ↗ |
| Kayne Anderson Rudnick Investment Management, LLC | 7.90% | 1.92M | 13G | May 14, 2026 ↗ |
| Vanguard Portfolio Management | 6.14% | 1.49M | 13G | Apr 29, 2026 ↗ |
| Dimensional Fund Advisors LP | 5.30% | 1.33M | 13G | Apr 15, 2025 ↗ |
| Vanguard Capital Management | 5.05% | 1.23M | 13G | Apr 30, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Jason Lippert | director, officer: President , CEO | 342.5K | 1.41% | Mar 3, 2026 |
| James Gero | director | 321.2K | 1.32% | May 14, 2026 |
| Andrew J. Namenye | officer: EVP, CLO, CHRO, & Corp Sec | 27.7K | 0.11% | Aug 4, 2025 |
| Kieran M. O'Sullivan | director | 24.7K | 0.10% | May 13, 2026 |
| Jamie Schnur | officer: Group President - Aftermarket | 21.8K | 0.09% | Mar 3, 2026 |
| David A. Reed | director | 20.4K | 0.08% | May 19, 2025 |
| Tracy D. Graham | director | 17.4K | 0.07% | May 13, 2026 |
| Brendan Deely | director | 16.2K | 0.07% | May 13, 2026 |
| Virginia Henkels | director | 16.1K | 0.07% | May 13, 2026 |
| Ryan Richard Smith | officer: Group President - N.A. | 14.0K | 0.06% | Mar 3, 2026 |
3 ten-percent owners hold 23.8K shares by Form 4, outside the officers-and-directors figure above · 8 people have not refiled in the last 18 months (930.9K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Feb 24, 2026 | Jason Lippertdirector, officer: President , CEO | Sale | 10,000 | $142.76 | 334,973 |
| Feb 23, 2026 | Jason Lippertdirector, officer: President , CEO | Sale | 30,000 | $145.03 | 344,973 |
| Feb 20, 2026 | Jason Lippertdirector, officer: President , CEO | Sale | 10,000 | $148.01 | 374,973 |
| Feb 23, 2026 | Jamie Schnurofficer: Group President - Aftermarket | Sale | 10,000 | $144.66 | 19,420 |
| Feb 20, 2026 | Jamie Schnurofficer: Group President - Aftermarket | Sale | 10,000 | $147.65 | 29,420 |
| Feb 20, 2026 | Ryan Richard Smithofficer: Group President - N.A. | Sale | 20,000 | $147.81 | 10,092 |
CongressHouse and Senate disclosures
Not reported.
