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 ($39.2m this quarter). Holder counts are more reliable. Shares outstanding: 51.9m as of 2025-10-28, 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 ≈ $100.59. Options: 8 managers hold calls ($12.7m notional), 7 hold puts ($3.8m).
Trends to Q3 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 |
| Q3 2025 | 422 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q3 2025 | 224 | 179 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $25.1m | $38.4m | 1.53 |
| Q1 2025 | $40.0m | $35.9m | 0.90 |
| Q2 2025 | $16.9m | $5.5m | 0.33 |
| Q3 2025 | $12.7m | $3.8m | 0.30 |
Biggest buyers
| Caisse de depot et placement du Quebec | New | +407.4k |
| AMERICAN CENTURY COMPANIES INC | Added | +299.8k |
| NEUBERGER BERMAN GROUP LLC | Added | +278.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +191.1k |
| FIRST TRUST ADVISORS LP | Added | +180.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +125.4k |
| JPMORGAN CHASE & CO | Added | +120.2k |
| Bridgewater Associates, LP | Added | +100.0k |
| Cambria Investment Management, L.P. | New | +90.8k |
| LYRICAL ASSET MANAGEMENT LP | Added | +82.3k |
Biggest sellers
| BlackRock, Inc. | Reduced | -935.7k |
| FMR LLC | Reduced | -538.0k |
| Balyasny Asset Management L.P. | Sold out | -417.5k |
| GOLDMAN SACHS GROUP INC | Reduced | -219.3k |
| HARRIS ASSOCIATES L P | Reduced | -194.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -159.0k |
| FRANKLIN RESOURCES INC | Reduced | -157.7k |
| UBS Group AG | Reduced | -153.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -116.8k |
| VANGUARD GROUP INC | Reduced | -106.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.9m48.3k shares |
| JANE STREET GROUP, LLC | Added | $2.6m25.5k shares |
| IMC-Chicago, LLC | New | $2.4m24.1k shares |
| CITADEL ADVISORS LLC | Unchanged | $1.6m16.1k shares |
| WOLVERINE TRADING, LLC | New | $650.6k6.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $301.0k3.0k shares |
| Walleye Trading LLC | Reduced | $150.9k1.5k shares |
| GROUP ONE TRADING LLC | Reduced | $90.5k900 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.1m20.8k shares |
| CITADEL ADVISORS LLC | Reduced | $734.5k7.3k shares |
| Walleye Capital LLC | Added | $422.6k4.2k shares |
| WOLVERINE TRADING, LLC | New | $220.2k2.2k shares |
| GROUP ONE TRADING LLC | Added | $201.2k2.0k shares |
| Walleye Trading LLC | Added | $50.3k500 shares |
| SIMPLEX TRADING, LLC | Reduced | $40.0k400 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 0 | — | 3 | $1.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-08-26 | Orsini Frank C EVP and President, Seating | Sold | $940.3k8.5k shares |
| 2025-07-29 | Cardew Jason M SVP and CFO | Sold | $492.4k5.0k shares |
| 2025-07-29 | SCOTT RAYMOND E President and CEO, director | Sold | $483.9k5.0k 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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC 2.44% of their portfolio | 7.5m $754.3m | Reduced -105.6k |
| VANGUARD GROUP INC 0.01% of their portfolio | 6.7m $670.1m | Reduced -106.4k |
| BlackRock, Inc. 0.01% of their portfolio | 5.6m $567.5m | Reduced -935.7k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 2.8m $280.1m | Added +57.4k |
| FMR LLC 0.01% of their portfolio | 2.1m $208.8m | Reduced -538.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio | 2.0m $198.7m | Reduced -116.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.14% of their portfolio | 1.8m $182.7m | Added +23.8k |
| GREENHAVEN ASSOCIATES INC 2.75% of their portfolio | 1.8m $180.7m | Reduced -45.8k |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $174.1m | Reduced -11.4k |
| AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio | 1.6m $157.9m | Added +299.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $122.6m | Added +71.0k |
| LYRICAL ASSET MANAGEMENT LP 1.53% of their portfolio | 1.1m $108.7m | Added +82.3k |
| MORGAN STANLEY 0.00% of their portfolio | 812.8k $81.8m | Added +35.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.29% of their portfolio | 734.1k $73.9m | Added +125.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 728.1k $73.3m | Added +191.1k |
| LSV ASSET MANAGEMENT 0.15% of their portfolio | 680.9k $68.5m | Added +31.2k |
| Oldfield Partners LLP 19.19% of their portfolio | 611.0k $61.5m | Reduced -1.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 594.2k $59.8m | Reduced -13.5k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 589.1k $59.3m | Added +27.9k |
| RWC Asset Management LLP 2.77% of their portfolio | 570.0k $57.4m | Added +20.9k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 565.0k $56.8m | Reduced -52.7k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 501.2k $50.4m | Added +41.1k |
| ARGA Investment Management, LP 1.33% of their portfolio | 498.9k $50.2m | Reduced -104.8k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 496.4k $49.9m | Added +180.0k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.24% of their portfolio | 493.4k $49.6m | Added +18.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 480.8k $48.4m | Reduced -6.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 442.1k $44.5m | Added +24.2k |
| Caisse de depot et placement du Quebec 0.07% of their portfolio | 407.4k $41.0m | New |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 406.5k $40.9m | Added +278.5k |
| Alberta Investment Management Corp 0.26% of their portfolio | 355.4k $35.8m | Unchanged |
| Invesco Ltd. 0.01% of their portfolio | 337.2k $33.9m | Added +23.9k |
| Paradice Investment Management LLC 7.24% of their portfolio | 320.9k $32.3m | Reduced -2.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 278.7k $28.0m | Added +61.3k |
| UBS Group AG 0.01% of their portfolio | 277.6k $27.9m | Reduced -153.1k |
| Boston Partners 0.03% of their portfolio | 273.2k $27.5m | Reduced -1.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 253.3k $25.5m | Added +36.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 245.2k $24.7m | Reduced -32.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 237.4k $23.9m | Added +120.2k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.04% of their portfolio | 182.6k $18.4m | Reduced -745 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 169.2k $17.0m | Reduced -84.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 151.4k $15.2m | Reduced -1.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 148.3k $14.9m | Added +20.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 142.4k $14.3m | Added +28.9k |
| Susquehanna Portfolio Strategies, LLC 0.22% of their portfolio | 139.7k $14.1m | Added +1.2k |
| Bridgewater Associates, LP 0.05% of their portfolio | 132.2k $13.3m | Added +100.0k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 130.4k $13.1m | Added +47.0k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.22% of their portfolio | 130.2k $13.1m | Added +18 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 128.9k $13.0m | Reduced -1.6k |
| Legal & General Group Plc 0.00% of their portfolio | 118.7k $11.9m | Reduced -7.6k |
| Quantinno Capital Management LP 0.03% of their portfolio | 118.7k $11.9m | Added +11.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 118.2k $11.9m | Reduced -3.0k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 111.9k $11.3m | Added +6.0k |
| Gotham Asset Management, LLC 0.05% of their portfolio | 110.9k $11.2m | Reduced -89.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 107.1k $10.8m | Added +185 |
| Nuveen, LLC 0.00% of their portfolio | 106.7k $10.7m | Reduced -804 |
| Swiss National Bank 0.01% of their portfolio | 103.6k $10.4m | Added +1.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 102.2k $10.3m | Added +81.5k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 102.0k $10.3m | Added +59.1k |
| ExodusPoint Capital Management, LP 0.14% of their portfolio | 101.6k $10.2m | Reduced -24.9k |
| ROYCE & ASSOCIATES LP 0.10% of their portfolio | 99.0k $10.0m | Added +2.0k |
| ALPS ADVISORS INC 0.05% of their portfolio | 98.0k $9.9m | Reduced -6.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 95.1k $9.6m | Reduced -1.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 91.2k $9.2m | Reduced -16.2k |
| Brandywine Global Investment Management, LLC 0.06% of their portfolio | 90.9k $9.1m | Reduced -3.2k |
| Cambria Investment Management, L.P. 0.55% of their portfolio | 90.8k $9.1m | New |
| F&V Capital Management, LLC 1.95% of their portfolio | 86.2k $8.7m | Added +2.4k |
| TOWLE & CO 2.15% of their portfolio | 84.8k $8.5m | Reduced -19.5k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 81.0k $8.2m | Added +4.1k |
| BARCLAYS PLC 0.00% of their portfolio | 79.5k $8.0m | Added +2.0k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 76.2k $7.7m | Added +51.1k |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.25% of their portfolio | 71.5k $7.2m | Reduced -8.7k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 71.5k $7.2m | Reduced -12.5k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 69.3k $7.0m | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio | 69.2k $7.0m | Reduced -228 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 67.4k $6.8m | Reduced -219.3k |
| Squarepoint Ops LLC 0.01% of their portfolio | 66.9k $6.7m | New |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 66.1k $6.6m | Unchanged |
| Retirement Systems of Alabama 0.02% of their portfolio | 64.3k $6.5m | Reduced -1.0k |
| Schonfeld Strategic Advisors LLC 0.04% of their portfolio | 61.9k $6.2m | Added +50.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio | 60.7k $6.1m | Reduced -24.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 59.1k $6.0m | Reduced -94.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 54.9k $5.5m | Added +5.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 54.7k $5.5m | Added +30.4k |
| Man Group plc 0.01% of their portfolio | 54.6k $5.5m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 51.9k $5.2m | Added +3 |
| MARTINGALE ASSET MANAGEMENT L P 0.13% of their portfolio | 49.4k $5.0m | Added +9 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 48.7k $4.9m | Reduced -263 |
| New Age Alpha Advisors, LLC 0.20% of their portfolio | 47.3k $4.8m | Reduced -1.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 45.8k $4.6m | Added +16.7k |
| CITIGROUP INC 0.00% of their portfolio | 44.7k $4.5m | Added +26.1k |
| TWINBEECH CAPITAL LP 0.17% of their portfolio | 42.9k $4.3m | New |
| Campbell & CO Investment Adviser LLC 0.32% of their portfolio | 41.8k $4.2m | Added +23.5k |
| HARRIS ASSOCIATES L P 0.01% of their portfolio | 41.3k $4.2m | Reduced -194.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 41.2k $4.1m | Added +2.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 40.7k $4.1m | Reduced -632 |
| Arjuna Capital 1.01% of their portfolio | 40.4k $4.1m | New |
| Financiere des Professionnels - Fonds d'investissement inc. 0.23% of their portfolio | 40.0k $4.0m | Reduced -2.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 39.4k $4.0m | Reduced -1.8k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 38.9k $3.9m | Added +12.4k |
| CSM Advisors, LLC 0.11% of their portfolio | 38.7k $3.9m | Added +4.7k |