LKQ CORP LKQ
COM · Common Stock · CUSIP 501889208 · ISIN US5018892084
American automotive parts distributor
- SectorIndustrials
- IndustryWholesale-Motor Vehicles & Motor Vehicle Parts & Supplies
- HeadquartersAntioch, TN
- Founded1998
- Websitelkqcorp.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($33.2m this quarter). Holder counts are more reliable. Shares outstanding: 254.8m as of 2026-04-23, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $29.35. Options: 16 managers hold calls ($41.9m notional), 10 hold puts ($63.8m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 622 |
| Q4 2022 | 661 |
| Q1 2023 | 657 |
| Q2 2023 | 680 |
| Q3 2023 | 671 |
| Q4 2023 | 683 |
| Q1 2024 | 678 |
| Q2 2024 | 664 |
| Q3 2024 | 664 |
| Q4 2024 | 638 |
| Q1 2025 | 656 |
| Q2 2025 | 657 |
| Q3 2025 | 587 |
| Q4 2025 | 548 |
| Q1 2026 | 552 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 352 | 327 |
| Q3 2024 | 340 | 332 |
| Q4 2024 | 285 | 348 |
| Q1 2025 | 340 | 298 |
| Q2 2025 | 320 | 330 |
| Q3 2025 | 289 | 374 |
| Q4 2025 | 254 | 346 |
| Q1 2026 | 300 | 248 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $41.1m | $16.4m | 0.40 |
| Q3 2025 | $21.6m | $10.1m | 0.47 |
| Q4 2025 | $42.2m | $12.3m | 0.29 |
| Q1 2026 | $41.9m | $63.8m | 1.52 |
Biggest buyers
| Capital World Investors | Added | +8.0m |
| BlackRock, Inc. | Added | +7.0m |
| PZENA INVESTMENT MANAGEMENT LLC | Added | +1.9m |
| FMR LLC | Added | +1.5m |
| UBS Group AG | Added | +1.5m |
| SG Capital Management LLC | New | +1.4m |
| DIMENSIONAL FUND ADVISORS LP | Added | +1.2m |
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +1.1m |
| Maple Rock Capital Partners Inc. | Added | +1.0m |
| Erste Asset Management GmbH | Added | +791.6k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -6.6m |
| MORGAN STANLEY | Reduced | -3.1m |
| Capital Research Global Investors | Reduced | -3.1m |
| Clarkston Capital Partners, LLC | Reduced | -2.2m |
| Boston Partners | Reduced | -1.3m |
| EdgePoint Investment Group Inc. | Reduced | -1.2m |
| MILLENNIUM MANAGEMENT LLC | Sold out | -1.1m |
| Ananym Capital Management, LP | Sold out | -1.1m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -1.1m |
| CITADEL ADVISORS LLC | Reduced | -998.0k |
Biggest calls
| Twin Tree Management, LP | Added | $9.9m335.9k shares |
| CITADEL ADVISORS LLC | Added | $7.1m243.0k shares |
| Polar Asset Management Partners Inc. | New | $5.9m200.0k shares |
| Converium Capital Inc. | Unchanged | $5.9m200.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.2m144.5k shares |
| NOMURA HOLDINGS INC | Unchanged | $4.1m140.0k shares |
| JANE STREET GROUP, LLC | Added | $1.2m42.4k shares |
| IMC-Chicago, LLC | Reduced | $986.8k33.6k shares |
| GROUP ONE TRADING LLC | Added | $663.8k22.6k shares |
| Point72 Asset Management, L.P. | Reduced | $663.8k22.6k shares |
Biggest puts
| SG Capital Management LLC | New | $29.4m1.0m shares |
| JANE STREET GROUP, LLC | Added | $23.7m808.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.6m189.0k shares |
| CITADEL ADVISORS LLC | Added | $1.8m60.5k shares |
| IMC-Chicago, LLC | New | $1.5m52.0k shares |
| Walleye Capital LLC | Reduced | $825.3k28.1k shares |
| Twin Tree Management, LP | Reduced | $613.8k20.9k shares |
| SIMPLEX TRADING, LLC | Added | $290.8k9.9k shares |
| Walleye Trading LLC | Reduced | $114.5k3.9k shares |
| GROUP ONE TRADING LLC | Reduced | $8.8k300 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +2.4 pts · filed 2026-04-24 | 13.8% |
| PZENA INVESTMENT MANAGEMENT LLC 13G · institution +2.9 pts · filed 2026-10-19 | 9.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: MORGAN STANLEY (3.5%, 2026-05-12), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 1 | $20.2k | 2 | $38.6k | $38.6k |
| Q3 2024 | 4 | $600.6k | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $1.4m | $781.5k |
| Q2 2025 | 1 | $100.2k | 1 | $822.4k | $822.4k |
| Q3 2025 | 3 | $820.1k | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 36.9m $1.1bn | Added +7.0m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 14.4m $422.5m | First filing |
| NORDEA INVESTMENT MANAGEMENT AB 0.33% of their portfolio | 12.3m $354.5m | Reduced -211.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 11.5m $336.6m | First filing |
| Capital World Investors 0.05% of their portfolio | 11.4m $333.5m | Added +8.0m |
| MORGAN STANLEY 0.02% of their portfolio | 10.4m $306.4m | Reduced -3.1m |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 10.4m $304.8m | Added +1.2m |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.98% of their portfolio | 9.9m $292.0m | Reduced -6.6m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.10% of their portfolio | 9.7m $285.6m | Reduced -448.7k |
| STATE STREET CORP 0.01% of their portfolio | 8.6m $254.0m | Reduced -37.0k |
| Ancora Advisors LLC 5.04% of their portfolio | 8.0m $236.3m | Added +44.5k |
| PZENA INVESTMENT MANAGEMENT LLC 0.59% of their portfolio | 6.2m $183.1m | Added +1.9m |
| Boston Partners 0.19% of their portfolio | 6.1m $177.8m | Reduced -1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.8m $142.0m | Added +163.8k |
| EdgePoint Investment Group Inc. 1.05% of their portfolio | 4.5m $131.3m | Reduced -1.2m |
| FMR LLC 0.01% of their portfolio | 4.1m $120.7m | Added +1.5m |
| UBS Group AG 0.02% of their portfolio | 4.0m $118.0m | Added +1.5m |
| COOKE & BIELER LP 1.22% of their portfolio | 3.7m $107.6m | Reduced -334.1k |
| Swedbank AB 0.10% of their portfolio | 3.2m $92.6m | Unchanged |
| LYRICAL ASSET MANAGEMENT LP 1.37% of their portfolio | 3.0m $89.6m | Reduced -157.7k |
| THOMPSON SIEGEL & WALMSLEY LLC 1.58% of their portfolio | 3.0m $89.4m | Reduced -206.1k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.8m $82.2m | Added +81.4k |
| Erste Asset Management GmbH 0.72% of their portfolio | 2.7m $78.1m | Added +791.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.6m $76.1m | Added +141.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.4m $71.9m | Added +292.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.4m $70.1m | Reduced -141.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 2.3m $67.8m | Added +25.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 2.2m $65.1m | Added +1.1m |
| SEIZERT CAPITAL PARTNERS, LLC 2.95% of their portfolio | 2.2m $64.2m | Added +5.5k |
| Maple Rock Capital Partners Inc. 1.97% of their portfolio | 2.1m $60.7m | Added +1.0m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.9m $57.1m | Added +147.2k |
| CHECK CAPITAL MANAGEMENT INC/CA 3.47% of their portfolio | 1.9m $56.3m | Added +358.6k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 1.9m $54.6m | Added +237.9k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 1.7m $48.9m | Added +192.6k |
| BRANDES INVESTMENT PARTNERS, LP 0.34% of their portfolio | 1.6m $47.8m | Reduced -272.3k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.6m $46.8m | First filing |
| Clarkston Capital Partners, LLC 3.45% of their portfolio | 1.5m $45.2m | Reduced -2.2m |
| Ranmore Fund Management Ltd 5.88% of their portfolio | 1.5m $44.5m | Added +196.7k |
| 12th Street Asset Management Company, LLC 6.65% of their portfolio | 1.4m $40.7m | Added +84.0k |
| SG Capital Management LLC 3.29% of their portfolio | 1.4m $40.0m | New |
| River Road Asset Management, LLC 0.45% of their portfolio | 1.3m $39.6m | Reduced -95.6k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 1.3m $38.8m | Added +138.6k |
| PRIVATE MANAGEMENT GROUP INC 1.12% of their portfolio | 1.3m $38.8m | Added +5.9k |
| EARNEST PARTNERS LLC 0.13% of their portfolio | 1.1m $32.2m | Added +38.0k |
| SNYDER CAPITAL MANAGEMENT L P 0.62% of their portfolio | 1.1m $32.1m | Reduced -15.2k |
| FIL Ltd 0.02% of their portfolio | 1.1m $31.3m | Added +11.7k |
| Invesco Ltd. 0.00% of their portfolio | 1.1m $31.3m | Added +19.0k |
| NEW SOUTH CAPITAL MANAGEMENT INC 1.50% of their portfolio | 1.1m $31.2m | Reduced -158.4k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 966.2k $28.4m | Added +423.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 954.7k $28.0m | Added +230.2k |
| Public Sector Pension Investment Board 0.08% of their portfolio | 915.8k $26.9m | Added +29.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 868.3k $25.5m | Reduced -1.8k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 839.1k $24.3m | Added +212.5k |
| RNC CAPITAL MANAGEMENT LLC 1.07% of their portfolio | 834.4k $24.5m | Added +251.8k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 778.9k $22.9m | Added +38.8k |
| Capital Research Global Investors 0.00% of their portfolio | 775.5k $22.8m | Reduced -3.1m |
| Legal & General Group Plc 0.01% of their portfolio | 769.5k $22.6m | Reduced -59.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 730.3k $21.4m | Added +1.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 690.3k $20.3m | Reduced -17.2k |
| RICE HALL JAMES & ASSOCIATES, LLC 1.12% of their portfolio | 685.2k $20.1m | Added +33.4k |
| Polaris Capital Management, LLC 1.64% of their portfolio | 683.0k $20.1m | Reduced -24.5k |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.95% of their portfolio | 674.2k $19.8m | Reduced -5.5k |
| Applied Finance Capital Management, LLC 1.46% of their portfolio | 662.2k $19.4m | Added +65.5k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.21% of their portfolio | 639.3k $18.8m | Added +44.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 628.9k $18.5m | Added +15.2k |
| PALISADE CAPITAL MANAGEMENT, LP 0.60% of their portfolio | 613.9k $18.0m | Reduced -11.7k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 603.2k $17.7m | Reduced -205.3k |
| FOUNDATION RESOURCE MANAGEMENT INC 1.98% of their portfolio | 597.6k $17.6m | Added +14.9k |
| South Dakota Investment Council 0.33% of their portfolio | 584.1k $17.2m | Added +8.5k |
| Homestead Advisers Corp 0.46% of their portfolio | 579.4k $17.0m | Reduced -6.3k |
| ALPS ADVISORS INC 0.08% of their portfolio | 553.7k $16.3m | Reduced -26.9k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 528.7k $15.5m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 519.6k $15.3m | Added +19.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 512.7k $15.1m | Reduced -1.1m |
| Distillate Capital Partners LLC 0.79% of their portfolio | 508.9k $14.9m | Reduced -1.3k |
| Swiss National Bank 0.01% of their portfolio | 507.4k $14.9m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 487.3k $14.3m | Reduced -7.2k |
| Aristotle Capital Boston, LLC 0.89% of their portfolio | 485.0k $14.3m | Reduced -71.1k |
| Kiltearn Partners LLP 3.80% of their portfolio | 480.6k $14.1m | Reduced -14.9k |
| Medina Value Partners, LLC 2.87% of their portfolio | 466.8k $13.7m | Added +11.2k |
| JUPITER ASSET MANAGEMENT LTD 0.07% of their portfolio | 455.0k $13.4m | Unchanged |
| LONE PEAK GLOBAL INVESTORS LLC 2.01% of their portfolio | 410.4k $12.1m | New |
| WEITZ INVESTMENT MANAGEMENT, INC. 0.84% of their portfolio | 408.0k $12.0m | Reduced -33.0k |
| Woodline Partners LP 0.05% of their portfolio | 408.0k $12.0m | Added +98.8k |
| DEPRINCE RACE & ZOLLO INC 0.22% of their portfolio | 405.2k $11.9m | Reduced -18.0k |
| Illinois Municipal Retirement Fund 0.15% of their portfolio | 404.0k $11.9m | Added +266.1k |
| THOMPSON INVESTMENT MANAGEMENT, INC. 1.50% of their portfolio | 394.8k $11.6m | Added +20.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 383.5k $11.1m | Added +39.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 359.5k $10.6m | Reduced -109.6k |
| Midwest Trust Co 0.13% of their portfolio | 354.1k $10.4m | Added +10.5k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 346.9k $10.3m | Unchanged |
| Rathbones Group PLC 0.02% of their portfolio | 342.1k $10.0m | Reduced -22.9k |
| Atom Investors LP 0.70% of their portfolio | 335.1k $9.8m | Added +134.1k |
| TECTONIC ADVISORS LLC 0.52% of their portfolio | 331.8k $9.7m | Added +3.2k |
| Olstein Capital Management, L.P. 2.02% of their portfolio | 314.7k $9.2m | Reduced -3.6k |
| Cambria Investment Management, L.P. 0.51% of their portfolio | 308.7k $9.1m | Added +28.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 299.7k $8.8m | Added +55.7k |
| Quantinno Capital Management LP 0.01% of their portfolio | 299.0k $8.8m | Added +136.6k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 290.4k $8.5m | Added +212.7k |
| Perpetual Ltd 0.13% of their portfolio | 288.5k $8.5m | Added +3.4k |