LEAR CORP LEA
COM NEW · Common Stock · CUSIP 521865204 · ISIN US5218652049
American automotive parts manufacturer
* 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 ($53.8m this quarter). Holder counts are more reliable. Shares outstanding: 49.3m as of 2026-07-28, 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 ≈ $138.60. Options: 8 managers hold calls ($10.4m notional), 3 hold puts ($2.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 407 |
| Q4 2022 | 440 |
| Q1 2023 | 451 |
| Q2 2023 | 436 |
| Q3 2023 | 448 |
| Q4 2023 | 476 |
| Q1 2024 | 483 |
| Q2 2024 | 442 |
| Q3 2024 | 433 |
| Q4 2024 | 401 |
| Q1 2025 | 404 |
| Q2 2025 | 400 |
| Q3 2025 | 422 |
| Q4 2025 | 434 |
| Q1 2026 | 477 |
| Q2 2026 | 520 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 199 | 233 |
| Q4 2024 | 185 | 235 |
| Q1 2025 | 205 | 195 |
| Q2 2025 | 205 | 212 |
| Q3 2025 | 224 | 179 |
| Q4 2025 | 200 | 212 |
| Q1 2026 | 261 | 166 |
| Q2 2026 | 263 | 207 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $12.7m | $3.8m | 0.30 |
| Q4 2025 | $4.8m | $2.2m | 0.45 |
| Q1 2026 | $10.7m | $3.2m | 0.30 |
| Q2 2026 | $10.4m | $2.2m | 0.21 |
Biggest buyers
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +597.4k |
| Balyasny Asset Management L.P. | Added | +431.4k |
| BlackRock, Inc. | Added | +325.7k |
| Driehaus Capital Management LLC | New | +248.9k |
| AQR CAPITAL MANAGEMENT LLC | Added | +231.1k |
| Holocene Advisors, LP | New | +222.9k |
| AMERICAN CENTURY COMPANIES INC | Added | +219.5k |
| Pacer Advisors, Inc. | Added | +182.6k |
| Qube Research & Technologies Ltd | Added | +162.9k |
| HRT FINANCIAL LP | Added | +131.8k |
Biggest sellers
| FMR LLC | Reduced | -553.1k |
| RWC Asset Management LLP | Reduced | -519.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -477.7k |
| Woodline Partners LP | Sold out | -468.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -316.2k |
| Oldfield Partners LLP | Reduced | -264.0k |
| GREENHAVEN ASSOCIATES INC | Reduced | -241.4k |
| AMERIPRISE FINANCIAL INC | Reduced | -167.6k |
| Alberta Investment Management Corp | Reduced | -165.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -149.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.7m20.3k shares |
| JANE STREET GROUP, LLC | Added | $2.6m19.4k shares |
| PEAK6 LLC | Unchanged | $2.0m14.7k shares |
| CITADEL ADVISORS LLC | Reduced | $1.2m8.9k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.2m8.8k shares |
| IMC-Chicago, LLC | Added | $429.0k3.2k shares |
| CSS LLC/IL | New | $268.1k2.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $13.4k100 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.6m11.7k shares |
| IMC-Chicago, LLC | Reduced | $576.5k4.3k shares |
| GROUP ONE TRADING LLC | Reduced | $53.6k400 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 |
|---|---|
| PZENA INVESTMENT MANAGEMENT LLC 13G · institution new · filed 2024-10-07 | 13.8% |
| BlackRock, Inc. 13G · institution filed 2025-04-24 | 8.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2025-07-15 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 1 | $199.9k | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $110.2k | — |
| Q3 2025 | 0 | — | 3 | $1.9m | — |
| Q4 2025 | 0 | — | 1 | $590.9k | — |
| Q1 2026 | 0 | — | 6 | $5.5m | — |
| Q2 2026 | 0 | — | 5 | $9.2m | $1.4m |
| Q3 2026 | 0 | — | 1 | $199.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-06 | MALLETT CONRAD L JR Director | Sold | $199.7k1.6k shares |
| 2026-06-24 | SCOTT RAYMOND E President and CEO, director | Sold | $6.8m50.0k shares |
| 2026-06-10 | MALLETT CONRAD L JR Director | Sold | $26.9k190 shares |
| 2026-06-02 | Orsini Frank C EVP and President, Seating | Sold | $742.5k5.0k shares |
| 2026-06-02 | Cardew Jason M SVP and CFO | Sold plan | $737.5k5.0k shares |
| 2026-06-01 | Cardew Jason M SVP and CFO | Sold plan | $635.1k4.5k shares |
| 2026-05-22 | Roelli Nicholas Jon SVP and President, E-Systems | Sold | $330.3k2.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC 2.61% of their portfolio | 6.6m $889.9m | Reduced -120.1k |
| BlackRock, Inc. 0.01% of their portfolio | 5.3m $704.5m | Added +325.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 3.4m $459.5m | Reduced -75.2k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 3.0m $404.9m | Added +76.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.3m $303.3m | Reduced -7.5k |
| AMERICAN CENTURY COMPANIES INC 0.12% of their portfolio | 2.1m $280.5m | Added +219.5k |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $226.2m | Reduced -7.5k |
| GREENHAVEN ASSOCIATES INC 2.25% of their portfolio | 1.5m $195.2m | Reduced -241.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.14% of their portfolio | 1.4m $435.9m | Reduced -316.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.12% of their portfolio | 1.2m $165.7m | Reduced -477.7k |
| FMR LLC 0.01% of their portfolio | 1.2m $160.2m | Reduced -553.1k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 1.2m $159.2m | Added +231.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.0m $137.7m | Added +11.2k |
| LSV ASSET MANAGEMENT 0.19% of their portfolio | 763.3k $102.3m | Added +33.1k |
| MORGAN STANLEY 0.01% of their portfolio | 719.6k $96.5m | Reduced -7.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 685.2k $91.9m | Reduced -26.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.32% of their portfolio | 653.5k $87.6m | Reduced -8.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.22% of their portfolio | 597.4k $80.1m | New |
| Caisse de depot et placement du Quebec 0.11% of their portfolio | 569.8k $76.4m | Reduced -129.8k |
| NORGES BANK 0.01% of their portfolio | 552.5k $74.1m | Not comparable |
| Bank of New York Mellon Corp 0.01% of their portfolio | 487.8k $65.4m | Reduced -27.2k |
| UBS Group AG 0.01% of their portfolio | 482.1k $64.6m | Added +76.8k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 466.3k $62.5m | Reduced -40.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 465.0k $62.3m | Added +481 |
| Balyasny Asset Management L.P. 0.11% of their portfolio | 461.5k $61.9m | Added +431.4k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 434.5k $58.2m | Added +23.5k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 397.7k $53.3m | Added +6.2k |
| Oldfield Partners LLP 12.31% of their portfolio | 380.8k $51.1m | Reduced -264.0k |
| Life Cycle Investment Partners Ltd 0.21% of their portfolio | 336.7k $45.1m | Added +61.1k |
| Invesco Ltd. 0.00% of their portfolio | 324.3k $43.5m | Reduced -58.0k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 316.4k $42.4m | Added +2.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 271.8k $36.4m | Reduced -167.6k |
| Paradice Investment Management LLC 5.71% of their portfolio | 266.9k $35.8m | Reduced -49.3k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 257.5k $34.5m | Reduced -38.7k |
| Boston Partners 0.03% of their portfolio | 251.2k $33.7m | Added +12.4k |
| Driehaus Capital Management LLC 0.19% of their portfolio | 248.9k $33.4m | New |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 246.6k $33.1m | Reduced -43.4k |
| Gotham Asset Management, LLC 0.08% of their portfolio | 243.4k $32.6m | Reduced -23.1k |
| HRT FINANCIAL LP 0.08% of their portfolio | 238.9k $32.0m | Added +131.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 224.9k $30.1m | Added +26.3k |
| ALGERT GLOBAL LLC 0.36% of their portfolio | 223.7k $30.0m | Added +25.1k |
| Holocene Advisors, LP 0.07% of their portfolio | 222.9k $29.9m | New |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 214.7k $28.8m | Added +162.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 209.8k $28.1m | Reduced -149.4k |
| Nuveen, LLC 0.01% of their portfolio | 205.1k $27.5m | Added +107.1k |
| Alberta Investment Management Corp 0.15% of their portfolio | 190.0k $25.5m | Reduced -165.4k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.05% of their portfolio | 188.9k $25.3m | Reduced -274 |
| Pacer Advisors, Inc. 0.07% of their portfolio | 188.5k $25.3m | Added +182.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 178.5k $24.2m | Added +33.0k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 178.3k $23.9m | Added +2.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 168.5k $22.6m | Added +64.8k |
| Quantinno Capital Management LP 0.03% of their portfolio | 165.4k $22.2m | Added +14.2k |
| CITIGROUP INC 0.01% of their portfolio | 153.4k $20.6m | Added +94.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 153.1k $20.5m | Reduced -2.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 152.9k $20.5m | Reduced -43.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 148.2k $19.9m | Added +13.5k |
| Trexquant Investment LP 0.12% of their portfolio | 147.4k $19.8m | Added +83.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 147.4k $19.8m | Reduced -13.2k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 138.9k $18.6m | Reduced -6.7k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.14% of their portfolio | 130.0k $17.4m | Reduced -37.7k |
| Engineers Gate Manager LP 0.22% of their portfolio | 126.6k $17.0m | Added +75.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 125.6k $16.8m | Added +1.3k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 121.1k $16.1m | Added +110.6k |
| RWC Asset Management LLP 0.60% of their portfolio | 117.8k $15.8m | Reduced -519.8k |
| Epoch Investment Partners, Inc. 0.09% of their portfolio | 114.8k $15.4m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 113.7k $15.2m | Added +402 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.25% of their portfolio | 112.1k $15.0m | Reduced -608 |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 111.6k $15.0m | Added +101.5k |
| Swiss National Bank 0.01% of their portfolio | 101.6k $13.6m | Reduced -1.0k |
| Creative Planning 0.01% of their portfolio | 99.6k $13.3m | Added +20.9k |
| Treasurer of the State of North Carolina 0.03% of their portfolio | 96.0k $12.9m | Added +73.9k |
| ALPS ADVISORS INC 0.06% of their portfolio | 90.4k $12.1m | Added +2.7k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 89.0k $11.9m | Added +17.0k |
| Parkwood LLC 0.84% of their portfolio | 87.3k $11.7m | New |
| F&V Capital Management, LLC 2.16% of their portfolio | 87.2k $11.7m | Added +1.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 87.1k $10.6m | Reduced -6.3k |
| MARTINGALE ASSET MANAGEMENT L P 0.27% of their portfolio | 83.8k $11.2m | Reduced -2.1k |
| Legal & General Group Plc 0.00% of their portfolio | 82.9k $11.1m | Reduced -1.9k |
| ROYCE & ASSOCIATES LP 0.09% of their portfolio | 82.4k $11.0m | Reduced -695 |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 81.6k $10.9m | Reduced -142 |
| THOMPSON SIEGEL & WALMSLEY LLC 0.19% of their portfolio | 79.0k $10.6m | Added +24.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 78.2k $10.5m | Added +29.0k |
| Cambria Investment Management, L.P. 0.51% of their portfolio | 77.4k $10.4m | Added +1.2k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 72.2k $9.7m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 70.9k $9.5m | Reduced -1.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 68.3k $9.2m | Added +11.9k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 66.1k $7.8m | Unchanged |
| ExodusPoint Capital Management, LP 0.08% of their portfolio | 64.4k $8.6m | Added +7.6k |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.24% of their portfolio | 63.8k $8.5m | Added +35 |
| Man Group plc 0.01% of their portfolio | 59.5k $8.0m | Reduced -1.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 58.5k $7.8m | Reduced -1.6k |
| Amundi 0.00% of their portfolio | 55.0k $7.4m | Added +6.0k |
| TOWLE & CO 2.40% of their portfolio | 52.8k $7.1m | Reduced -3.3k |
| Retirement Systems of Alabama 0.02% of their portfolio | 51.8k $6.9m | Reduced -10.4k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 51.4k $6.9m | Added +5.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 51.2k $6.9m | Added +3.3k |
| CSM Advisors, LLC 0.15% of their portfolio | 51.0k $6.8m | Added +3.5k |
| Impax Asset Management Group plc 0.04% of their portfolio | 50.5k $6.8m | Added +27.4k |
| BARCLAYS PLC 0.00% of their portfolio | 48.5k $6.5m | Added +11.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 47.9k $6.4m | Added +16.0k |