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 ($28.2m this quarter). Holder counts are more reliable. Shares outstanding: 53.5m as of 2025-05-02, 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 ≈ $88.20. Options: 14 managers hold calls ($40.0m notional), 12 hold puts ($35.9m).
Trends to Q1 2025
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 |
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 2023 | 185 | 242 |
| Q3 2023 | 200 | 210 |
| Q4 2023 | 211 | 219 |
| Q1 2024 | 226 | 220 |
| Q2 2024 | 203 | 280 |
| Q3 2024 | 199 | 233 |
| Q4 2024 | 185 | 235 |
| Q1 2025 | 205 | 195 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $19.2m | $24.1m | 1.25 |
| Q3 2024 | $36.2m | $38.6m | 1.06 |
| Q4 2024 | $25.1m | $38.4m | 1.53 |
| Q1 2025 | $40.0m | $35.9m | 0.90 |
Biggest buyers
| Oldfield Partners LLP | New | +609.8k |
| AQR CAPITAL MANAGEMENT LLC | Added | +470.1k |
| BlackRock, Inc. | Added | +404.1k |
| AMERICAN CENTURY COMPANIES INC | Added | +365.4k |
| FMR LLC | Added | +225.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +203.5k |
| VANGUARD GROUP INC | Added | +165.5k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +149.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +145.8k |
| NEUBERGER BERMAN GROUP LLC | New | +125.7k |
Biggest sellers
| FIRST TRUST ADVISORS LP | Reduced | -650.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -361.1k |
| Qube Research & Technologies Ltd | Reduced | -283.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -218.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -190.5k |
| Balyasny Asset Management L.P. | Sold out | -186.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -162.2k |
| MARSHALL WACE, LLP | Reduced | -160.2k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -131.0k |
| Thrivent Financial for Lutherans | Reduced | -122.0k |
Biggest calls
| MILLENNIUM MANAGEMENT LLC | New | $12.4m140.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.0m79.1k shares |
| CITADEL ADVISORS LLC | Added | $5.4m61.2k shares |
| BANK OF AMERICA CORP /DE/ | New | $2.7m30.2k shares |
| JANE STREET GROUP, LLC | Added | $2.4m27.2k shares |
| Walleye Capital LLC | Added | $2.2m24.8k shares |
| Walleye Trading LLC | Added | $2.1m24.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.4m16.1k shares |
| Twin Tree Management, LP | Added | $1.2m13.5k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $961.6k10.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $20.3m230.0k shares |
| CITADEL ADVISORS LLC | Added | $6.5m74.1k shares |
| Walleye Capital LLC | Added | $2.1m23.4k shares |
| PEAK6 LLC | Reduced | $1.9m21.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.5m17.1k shares |
| IMC-Chicago, LLC | Added | $1.1m12.3k shares |
| Walleye Trading LLC | Added | $767.5k8.7k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $599.9k6.8k shares |
| JANE STREET GROUP, LLC | New | $458.7k5.2k shares |
| D. E. Shaw & Co., Inc. | Reduced | $361.7k4.1k 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 in Q1 2025
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 2023 | 1 | $7.4k | 3 | $2.7m | — |
| Q3 2023 | 1 | $8.4k | 3 | $3.9m | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 2 | $2.2m | $1.8m |
| Q2 2024 | 0 | — | 2 | $455.4k | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 1 | $199.9k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-05 | Lache Rod Director | Bought | $199.9k2.2k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC 2.36% of their portfolio | 7.7m $676.2m | Reduced -14.3k |
| BlackRock, Inc. 0.01% of their portfolio | 7.3m $642.2m | Added +404.1k |
| VANGUARD GROUP INC 0.01% of their portfolio | 6.7m $587.3m | Added +165.5k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 2.6m $232.1m | Added +17.2k |
| FMR LLC 0.01% of their portfolio | 2.5m $219.1m | Added +225.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.07% of their portfolio | 2.4m $208.1m | Added +145.8k |
| GREENHAVEN ASSOCIATES INC 2.58% of their portfolio | 1.8m $162.6m | Added +1.2k |
| STATE STREET CORP 0.01% of their portfolio | 1.8m $154.9m | Reduced -4.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $102.0m | Added +46.4k |
| LYRICAL ASSET MANAGEMENT LP 1.42% of their portfolio | 1.1m $93.5m | Added +3.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.09% of their portfolio | 1.0m $90.2m | Added +59.3k |
| MORGAN STANLEY 0.01% of their portfolio | 923.7k $81.5m | Reduced -22.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.26% of their portfolio | 741.6k $65.4m | Reduced -162.2k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 711.0k $62.7m | Added +365.4k |
| ARGA Investment Management, LP 1.93% of their portfolio | 653.3k $57.6m | Added +57.7k |
| LSV ASSET MANAGEMENT 0.14% of their portfolio | 650.6k $57.4m | Added +30.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 640.5k $56.5m | Reduced -36.4k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.25% of their portfolio | 617.6k $54.5m | Added +53.7k |
| Oldfield Partners LLP 15.72% of their portfolio | 609.8k $53.8m | New |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 567.3k $49.6m | Added +470.1k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 540.4k $47.7m | Added +149.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 516.0k $45.5m | Reduced -361.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 513.4k $45.3m | Added +17.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 498.0k $43.9m | Reduced -2.5k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 483.1k $42.6m | Reduced -650.1k |
| RWC Asset Management LLP 2.18% of their portfolio | 480.0k $42.3m | Added +69.1k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 437.1k $38.6m | Reduced -26.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio | 436.7k $38.5m | Reduced -218.8k |
| Invesco Ltd. 0.01% of their portfolio | 371.2k $32.7m | Added +15.0k |
| NORGES BANK 0.00% of their portfolio | 365.8k $32.3m | Added +29.1k |
| Alberta Investment Management Corp 0.22% of their portfolio | 360.6k $31.8m | Reduced -53.4k |
| Paradice Investment Management LLC 5.75% of their portfolio | 291.7k $25.7m | Reduced -1.5k |
| HARRIS ASSOCIATES L P 0.04% of their portfolio | 263.3k $23.2m | Reduced -12.8k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 261.8k $23.1m | Reduced -111.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 246.9k $21.8m | Added +203.5k |
| UBS Group AG 0.00% of their portfolio | 234.8k $20.7m | Added +72.1k |
| Gotham Asset Management, LLC 0.16% of their portfolio | 223.7k $19.7m | Added +74.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 215.2k $19.0m | Added +60.3k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.04% of their portfolio | 185.1k $16.3m | Reduced -3.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 163.5k $14.4m | Added +86 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 154.0k $13.6m | Added +843 |
| ExodusPoint Capital Management, LP 0.18% of their portfolio | 153.9k $13.6m | Reduced -46.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 149.0k $13.1m | Added +43.8k |
| BARCLAYS PLC 0.01% of their portfolio | 136.9k $12.1m | Reduced -7.5k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 135.3k $11.8m | Reduced -38.5k |
| Nuveen, LLC 0.00% of their portfolio | 130.1k $11.5m | First filing |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 125.7k $11.1m | New |
| TOWLE & CO 2.41% of their portfolio | 124.8k $11.0m | Added +81.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 123.4k $10.9m | Reduced -1.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 122.9k $10.8m | Added +27.1k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 115.7k $10.2m | Reduced -283.1k |
| Parkwood LLC 0.98% of their portfolio | 114.0k $10.1m | Reduced -7.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 109.8k $9.7m | Reduced -4.8k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.18% of their portfolio | 108.1k $9.5m | Reduced -7.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 106.9k $9.4m | Reduced -2.3k |
| ALPS ADVISORS INC 0.05% of their portfolio | 105.5k $9.3m | Added +7.6k |
| Alyeska Investment Group, L.P. 0.04% of their portfolio | 105.3k $9.3m | New |
| Swiss National Bank 0.01% of their portfolio | 105.3k $9.3m | Reduced -5.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 103.8k $9.2m | Added +11.9k |
| Legal & General Group Plc 0.00% of their portfolio | 100.2k $8.8m | Added +2.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 98.6k $8.7m | Added +9.0k |
| ROYCE & ASSOCIATES LP 0.09% of their portfolio | 98.2k $8.7m | Reduced -11.6k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 96.0k $8.5m | Added +42.1k |
| M&G PLC 0.04% of their portfolio | 93.0k $8.2m | Added +5.6k |
| NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio | 91.6k $8.1m | Added +12.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 91.4k $8.1m | Added +57.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 83.8k $7.4m | Reduced -4.0k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 80.5k $7.1m | New |
| GRIMES & Co WEALTH MANAGEMENT, LLC 0.22% of their portfolio | 78.9k $7.0m | Added +32.0k |
| EAGLE GLOBAL ADVISORS LLC 0.27% of their portfolio | 75.5k $6.7m | Added +7.8k |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.27% of their portfolio | 74.4k $6.6m | Added +25.8k |
| Arnhold LLC 0.63% of their portfolio | 70.7k $6.2m | Reduced -39.3k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio | 68.9k $6.1m | Reduced -3.9k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 67.2k $5.9m | Added +12.5k |
| Amundi 0.00% of their portfolio | 66.2k $5.4m | Reduced -2.2k |
| Retirement Systems of Alabama 0.02% of their portfolio | 65.3k $5.8m | Reduced -792 |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 63.8k $5.5m | Reduced -2.3k |
| Quantinno Capital Management LP 0.04% of their portfolio | 61.5k $5.4m | Added +47.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 60.8k $5.4m | Added +33.6k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 59.9k $5.3m | Reduced -12.5k |
| Corebridge Financial, Inc. 0.03% of their portfolio | 59.2k $5.2m | Reduced -2.2k |
| HRT FINANCIAL LP 0.04% of their portfolio | 58.2k $5.1m | Reduced -81.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 58.2k $5.1m | Added +11.0k |
| Daiwa Securities Group Inc. 0.02% of their portfolio | 53.8k $4.7m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 53.8k $4.7m | Reduced -190.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 51.9k $4.6m | Reduced -574 |
| SEI INVESTMENTS CO 0.01% of their portfolio | 50.3k $4.4m | Added +4.4k |
| Bridgewater Associates, LP 0.02% of their portfolio | 49.9k $4.4m | Added +46.3k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 49.5k $4.4m | Added +2.4k |
| New Age Alpha Advisors, LLC 0.19% of their portfolio | 49.2k $4.3m | Added +8.3k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 48.0k $4.2m | Added +8.6k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 47.2k $4.2m | Reduced -44.4k |
| Illinois Municipal Retirement Fund 0.06% of their portfolio | 45.7k $4.0m | Added +12.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 43.7k $3.9m | Reduced -715 |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 43.6k $3.8m | Reduced -54.3k |
| Financiere des Professionnels - Fonds d'investissement inc. 0.24% of their portfolio | 42.3k $3.7m | Added +4.1k |
| COMERICA BANK 0.01% of their portfolio | 40.1k $3.5m | Added +3.6k |
| HARBOR CAPITAL ADVISORS, INC. 0.16% of their portfolio | 39.6k $3.5m | Added +10.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 39.3k $3.5m | Reduced -5.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 38.6k $3.4m | Added +3.9k |