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 ($32.8m this quarter). Holder counts are more reliable. Shares outstanding: 53.2m as of 2025-07-22, 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 ≈ $94.98. Options: 11 managers hold calls ($16.9m notional), 8 hold puts ($5.5m).
Trends to Q2 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 |
| Q2 2025 | 400 |
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 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 |
| Q2 2025 | 205 | 212 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $36.2m | $38.6m | 1.06 |
| Q4 2024 | $25.1m | $38.4m | 1.53 |
| Q1 2025 | $40.0m | $35.9m | 0.90 |
| Q2 2025 | $16.9m | $5.5m | 0.33 |
Biggest buyers
| SCHRODER INVESTMENT MANAGEMENT GROUP | Added | +775.5k |
| AMERICAN CENTURY COMPANIES INC | Added | +558.5k |
| Balyasny Asset Management L.P. | New | +417.5k |
| Boston Partners | New | +274.6k |
| RENAISSANCE TECHNOLOGIES LLC | New | +216.8k |
| UBS Group AG | Added | +195.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +171.0k |
| NORGES BANK | Added | +144.5k |
| ROYAL BANK OF CANADA | Added | +140.2k |
| Susquehanna Portfolio Strategies, LLC | New | +138.5k |
Biggest sellers
| BlackRock, Inc. | Reduced | -703.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -267.0k |
| GOLDMAN SACHS GROUP INC | Reduced | -229.3k |
| FIRST TRUST ADVISORS LP | Reduced | -166.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -159.2k |
| MORGAN STANLEY | Reduced | -145.9k |
| Diamond Hill Capital Management, LLC (Investment Advisor) | Reduced | -142.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -136.5k |
| Allspring Global Investments Holdings, LLC | Sold out | -135.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -132.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.2m75.9k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $1.9m20.0k shares |
| CITADEL ADVISORS LLC | Reduced | $1.5m16.1k shares |
| Walleye Capital LLC | Reduced | $1.5m15.7k shares |
| JANE STREET GROUP, LLC | Reduced | $1.4m14.3k shares |
| Walleye Trading LLC | Reduced | $883.3k9.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $835.0k8.8k shares |
| LMR Partners LLP | Unchanged | $797.8k8.4k shares |
| GROUP ONE TRADING LLC | Reduced | $522.4k5.5k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $370.4k3.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.8m29.3k shares |
| CITADEL ADVISORS LLC | Reduced | $1.8m19.4k shares |
| Walleye Capital LLC | Reduced | $332.4k3.5k shares |
| JANE STREET GROUP, LLC | Reduced | $265.9k2.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $180.0k1.9k shares |
| GROUP ONE TRADING LLC | New | $104.5k1.1k shares |
| Walleye Trading LLC | Reduced | $38.0k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2025 | 0 | — | 1 | $110.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-16 | MALLETT CONRAD L JR Director | Sold | $110.2k1.2k 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC 2.35% of their portfolio | 7.6m $722.1m | Reduced -61.8k |
| VANGUARD GROUP INC 0.01% of their portfolio | 6.8m $642.7m | Added +109.7k |
| BlackRock, Inc. 0.01% of their portfolio | 6.6m $624.6m | Reduced -703.5k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 2.7m $259.0m | Added +95.2k |
| FMR LLC 0.01% of their portfolio | 2.6m $248.3m | Added +130.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio | 2.1m $198.6m | Reduced -267.0k |
| GREENHAVEN ASSOCIATES INC 2.60% of their portfolio | 1.8m $174.9m | Reduced -1.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.14% of their portfolio | 1.8m $171.1m | Added +775.5k |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $165.4m | Reduced -13.9k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 1.3m $120.6m | Added +558.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $109.0m | Reduced -8.4k |
| LYRICAL ASSET MANAGEMENT LP 1.37% of their portfolio | 998.3k $94.8m | Reduced -61.9k |
| MORGAN STANLEY 0.00% of their portfolio | 777.8k $73.9m | Reduced -145.9k |
| LSV ASSET MANAGEMENT 0.14% of their portfolio | 649.7k $61.7m | Reduced -920 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 617.7k $58.7m | Added +77.3k |
| Oldfield Partners LLP 19.98% of their portfolio | 612.2k $58.1m | Added +2.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.23% of their portfolio | 608.7k $57.8m | Reduced -132.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 607.7k $57.7m | Reduced -32.8k |
| ARGA Investment Management, LP 1.57% of their portfolio | 603.8k $57.3m | Reduced -49.6k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 561.3k $53.1m | Reduced -6.1k |
| RWC Asset Management LLP 2.75% of their portfolio | 549.1k $52.2m | Added +69.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 537.0k $51.0m | Added +23.6k |
| NORGES BANK 0.01% of their portfolio | 510.3k $48.5m | Added +144.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 486.9k $46.2m | Reduced -11.1k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.21% of their portfolio | 474.9k $45.1m | Reduced -142.8k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 460.1k $43.7m | Added +23.0k |
| UBS Group AG 0.01% of their portfolio | 430.7k $40.9m | Added +195.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 417.9k $39.7m | Added +171.0k |
| Balyasny Asset Management L.P. 0.09% of their portfolio | 417.5k $39.7m | New |
| Alberta Investment Management Corp 0.26% of their portfolio | 355.4k $33.8m | Reduced -5.2k |
| Paradice Investment Management LLC 6.24% of their portfolio | 323.2k $30.7m | Added +31.4k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 316.3k $30.0m | Reduced -166.7k |
| Invesco Ltd. 0.01% of their portfolio | 313.3k $29.8m | Reduced -57.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 286.7k $27.2m | Reduced -229.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 277.5k $26.4m | Reduced -159.2k |
| Boston Partners 0.03% of their portfolio | 274.6k $26.1m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 254.0k $24.1m | Added +90.5k |
| HARRIS ASSOCIATES L P 0.04% of their portfolio | 236.1k $22.4m | Reduced -27.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 217.3k $20.6m | Added +2.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 216.8k $20.6m | New |
| Gotham Asset Management, LLC 0.11% of their portfolio | 200.2k $19.0m | Reduced -23.5k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.04% of their portfolio | 183.4k $17.4m | Reduced -1.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 174.3k $16.6m | Reduced -87.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 162.6k $15.4m | Added +108.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 154.0k $14.6m | Added +140.2k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 152.5k $14.5m | Reduced -1.4k |
| Susquehanna Portfolio Strategies, LLC 0.29% of their portfolio | 138.5k $13.2m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 130.5k $12.4m | Added +26.7k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.22% of their portfolio | 130.2k $12.4m | Added +22.1k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 128.1k $12.2m | Added +2.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 127.5k $12.1m | Added +4.6k |
| ExodusPoint Capital Management, LP 0.15% of their portfolio | 126.4k $12.0m | Reduced -27.5k |
| Legal & General Group Plc 0.00% of their portfolio | 126.3k $12.0m | Added +26.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 121.2k $11.5m | Reduced -2.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 117.2k $11.1m | Added +7.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 113.5k $10.8m | Added +52.8k |
| Nuveen, LLC 0.00% of their portfolio | 107.5k $10.2m | Reduced -22.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 107.4k $10.2m | Added +8.8k |
| Quantinno Capital Management LP 0.04% of their portfolio | 107.0k $10.2m | Added +45.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 107.0k $10.2m | Added +21 |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 105.9k $10.1m | Added +25.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 104.7k $10.0m | Added +99.9k |
| ALPS ADVISORS INC 0.06% of their portfolio | 104.7k $9.9m | Reduced -744 |
| TOWLE & CO 2.33% of their portfolio | 104.3k $9.9m | Reduced -20.5k |
| Swiss National Bank 0.01% of their portfolio | 102.3k $9.7m | Reduced -3.0k |
| ROYCE & ASSOCIATES LP 0.09% of their portfolio | 97.0k $9.2m | Reduced -1.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 96.2k $9.1m | Added +12.4k |
| Brandywine Global Investment Management, LLC 0.06% of their portfolio | 94.1k $8.9m | New |
| NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio | 85.3k $8.1m | Reduced -6.3k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 84.0k $8.0m | Reduced -31.7k |
| F&V Capital Management, LLC 2.04% of their portfolio | 83.8k $8.0m | New |
| SEI INVESTMENTS CO 0.01% of their portfolio | 83.4k $7.9m | Added +33.1k |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.28% of their portfolio | 80.2k $7.6m | Added +5.8k |
| BARCLAYS PLC 0.00% of their portfolio | 77.6k $7.4m | Reduced -59.3k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 76.9k $7.3m | Added +17.0k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio | 69.4k $6.6m | Added +456 |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 69.3k $6.6m | Added +2.1k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 66.1k $6.2m | Added +2.3k |
| Retirement Systems of Alabama 0.02% of their portfolio | 65.3k $6.2m | Added +63 |
| Daiwa Securities Group Inc. 0.02% of their portfolio | 61.0k $5.8m | Added +7.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 51.9k $4.9m | Unchanged |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 49.9k $4.7m | Added +1.9k |
| HARBOR CAPITAL ADVISORS, INC. 0.20% of their portfolio | 49.6k $4.7m | Added +9.9k |
| MARTINGALE ASSET MANAGEMENT L P 0.12% of their portfolio | 49.4k $4.7m | Added +36.5k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 49.0k $4.7m | Reduced -514 |
| New Age Alpha Advisors, LLC 0.20% of their portfolio | 48.6k $4.6m | Reduced -593 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 45.5k $4.3m | Reduced -45.9k |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 43.9k $4.2m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 42.9k $4.1m | New |
| Financiere des Professionnels - Fonds d'investissement inc. 0.24% of their portfolio | 42.2k $4.0m | Reduced -119 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 41.3k $3.9m | Added +2.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 41.2k $3.9m | Reduced -2.6k |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 38.6k $3.7m | Reduced -5.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 38.4k $3.6m | Reduced -165 |
| Aquatic Capital Management LLC 0.07% of their portfolio | 36.6k $3.5m | Added +22.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 35.8k $3.4m | Reduced -724 |
| INTECH INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 34.2k $3.2m | Reduced -4.2k |
| CSM Advisors, LLC 0.09% of their portfolio | 34.0k $3.2m | New |
| Perennial Advisors, LLC 0.59% of their portfolio | 33.5k $3.2m | Reduced -523 |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 33.0k $3.1m | Reduced -3.7k |