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 ($50.1m this quarter). Holder counts are more reliable. Shares outstanding: 50.1m as of 2026-04-28, 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 ≈ $120.93. Options: 9 managers hold calls ($10.7m notional), 7 hold puts ($3.2m).
Trends to Q1 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 |
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 | 203 | 280 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $16.9m | $5.5m | 0.33 |
| Q3 2025 | $12.7m | $3.8m | 0.30 |
| Q4 2025 | $4.8m | $2.2m | 0.45 |
| Q1 2026 | $10.7m | $3.2m | 0.30 |
Biggest buyers
| JANE STREET GROUP, LLC | Added | +294.4k |
| ALGERT GLOBAL LLC | New | +198.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +166.6k |
| AMERICAN CENTURY COMPANIES INC | Added | +148.2k |
| AMERIPRISE FINANCIAL INC | Added | +137.3k |
| FRANKLIN RESOURCES INC | Added | +116.7k |
| Woodline Partners LP | Added | +109.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +107.7k |
| HRT FINANCIAL LP | New | +107.0k |
| Gotham Asset Management, LLC | Added | +94.8k |
Biggest sellers
| PZENA INVESTMENT MANAGEMENT LLC | Reduced | -708.8k |
| ARGA Investment Management, LP | Sold out | -395.1k |
| FMR LLC | Reduced | -365.1k |
| Balyasny Asset Management L.P. | Reduced | -283.4k |
| Pacer Advisors, Inc. | Reduced | -252.2k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -250.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -190.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -156.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -141.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -129.4k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $3.3m27.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.5m20.6k shares |
| PEAK6 LLC | Added | $1.8m14.7k shares |
| GROUP ONE TRADING LLC | New | $1.2m10.1k shares |
| D. E. Shaw & Co., Inc. | New | $1.1m8.8k shares |
| IMC-Chicago, LLC | New | $375.3k3.1k shares |
| JANE STREET GROUP, LLC | New | $230.1k1.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $121.1k1.0k shares |
| Walleye Capital LLC | New | $121.1k1.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.2m9.9k shares |
| IMC-Chicago, LLC | New | $714.4k5.9k shares |
| JANE STREET GROUP, LLC | New | $460.1k3.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $399.6k3.3k shares |
| Walleye Capital LLC | New | $230.1k1.9k shares |
| GROUP ONE TRADING LLC | Reduced | $121.1k1.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $36.3k300 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 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 | 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 | — |
| Q4 2025 | 0 | — | 1 | $590.9k | — |
| Q1 2026 | 0 | — | 6 | $5.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-13 | MALLETT CONRAD L JR Director | Sold | $5.1k44 shares |
| 2026-02-26 | Orsini Frank C EVP and President, Seating | Sold | $966.5k7.1k shares |
| 2026-02-24 | VIdershain Marianne VP, Treas & Head of Inv Relat | Sold | $214.7k1.6k shares |
| 2026-02-19 | Cardew Jason M SVP and CFO | Sold | $1.3m10.0k shares |
| 2026-02-19 | Orsini Frank C EVP and President, Seating | Sold | $1.1m8.4k shares |
| 2026-02-19 | Kemp Harry Albert SVP & Chief Admin Officer | Sold | $954.2k7.0k shares |
| 2026-02-19 | Davis Alicia J. SVP and Chief Strategy Officer | Sold | $881.7k6.6k 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 2026
| Manager | Shares | Change |
|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC 2.66% of their portfolio | 6.8m $818.3m | Reduced -708.8k |
| BlackRock, Inc. 0.01% of their portfolio | 4.9m $596.8m | Added +54.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 3.5m $424.1m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 2.9m $356.4m | Added +107.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.3m $274.8m | First filing |
| AMERICAN CENTURY COMPANIES INC 0.12% of their portfolio | 1.9m $226.8m | Added +148.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.07% of their portfolio | 1.8m $214.9m | Reduced -72.1k |
| FMR LLC 0.01% of their portfolio | 1.7m $211.6m | Reduced -365.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.16% of their portfolio | 1.7m $199.8m | Reduced -114.6k |
| GREENHAVEN ASSOCIATES INC 3.38% of their portfolio | 1.7m $205.5m | Reduced -78.7k |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $205.2m | Added +11.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.0m $123.0m | Reduced -190.2k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 956.4k $114.6m | Added +166.6k |
| LSV ASSET MANAGEMENT 0.19% of their portfolio | 730.2k $88.4m | Added +16.4k |
| MORGAN STANLEY 0.01% of their portfolio | 726.8k $88.0m | Reduced -71.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 711.8k $86.2m | Reduced -6.3k |
| Caisse de depot et placement du Quebec 0.14% of their portfolio | 699.6k $84.7m | Reduced -14.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.34% of their portfolio | 661.9k $80.1m | Reduced -129.4k |
| Oldfield Partners LLP 19.85% of their portfolio | 644.9k $78.1m | Added +606 |
| RWC Asset Management LLP 3.22% of their portfolio | 637.6k $77.2m | Added +47.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 515.0k $62.4m | Reduced -3.8k |
| Russell Investments Group, Ltd. 0.07% of their portfolio | 507.3k $61.3m | Added +25.2k |
| Woodline Partners LP 0.21% of their portfolio | 468.6k $56.7m | Added +109.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 464.6k $56.2m | Added +7.2k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 439.4k $53.2m | Added +137.3k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 411.1k $49.7m | Added +4.2k |
| UBS Group AG 0.01% of their portfolio | 405.3k $49.1m | Reduced -59.1k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 391.5k $47.4m | Reduced -113.8k |
| Invesco Ltd. 0.00% of their portfolio | 382.4k $46.3m | Reduced -26.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 359.2k $43.5m | Reduced -156.0k |
| Alberta Investment Management Corp 0.27% of their portfolio | 355.4k $43.0m | Unchanged |
| Paradice Investment Management LLC 7.19% of their portfolio | 316.2k $38.3m | Reduced -5.4k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 313.8k $38.0m | First filing |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 296.2k $35.9m | Added +294.4k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 289.9k $35.1m | Reduced -250.7k |
| Life Cycle Investment Partners Ltd 0.21% of their portfolio | 275.6k $33.4m | Added +78.9k |
| Gotham Asset Management, LLC 0.10% of their portfolio | 266.5k $32.3m | Added +94.8k |
| Boston Partners 0.03% of their portfolio | 238.8k $28.8m | Reduced -16.1k |
| ALGERT GLOBAL LLC 0.36% of their portfolio | 198.6k $24.0m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 198.5k $24.0m | Reduced -39.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 196.5k $23.8m | Added +70.5k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.05% of their portfolio | 189.2k $22.9m | Added +1.5k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 176.1k $21.3m | Added +39.4k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.13% of their portfolio | 167.7k $20.3m | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 160.6k $19.4m | Added +116.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 155.8k $18.9m | Reduced -2.6k |
| Quantinno Capital Management LP 0.03% of their portfolio | 151.2k $18.3m | Added +19.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 145.6k $17.6m | Added +113 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 145.5k $16.9m | Added +5.0k |
| Susquehanna Portfolio Strategies, LLC 0.25% of their portfolio | 139.7k $16.9m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 134.7k $16.3m | Reduced -48.4k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 130.2k $15.8m | Reduced -25.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 124.3k $15.1m | Added +17.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 113.3k $13.7m | Added +1.7k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.25% of their portfolio | 112.7k $13.6m | Reduced -7.6k |
| HRT FINANCIAL LP 0.05% of their portfolio | 107.0k $13.0m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 103.7k $12.6m | Added +28.1k |
| Swiss National Bank 0.01% of their portfolio | 102.6k $12.4m | Reduced -2.3k |
| Nuveen, LLC 0.00% of their portfolio | 97.9k $11.9m | Added +1.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 93.5k $10.7m | Reduced -69.8k |
| ALPS ADVISORS INC 0.05% of their portfolio | 87.7k $10.6m | Reduced -4.3k |
| MARTINGALE ASSET MANAGEMENT L P 0.26% of their portfolio | 85.9k $10.4m | Added +36.1k |
| F&V Capital Management, LLC 2.19% of their portfolio | 85.8k $10.4m | Reduced -240 |
| Legal & General Group Plc 0.00% of their portfolio | 84.8k $10.3m | Reduced -11.4k |
| ROYCE & ASSOCIATES LP 0.10% of their portfolio | 83.1k $10.1m | Reduced -3.5k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 81.8k $9.9m | Added +9.0k |
| Creative Planning 0.01% of their portfolio | 78.7k $9.5m | Added +24.6k |
| Cambria Investment Management, L.P. 0.52% of their portfolio | 76.2k $9.2m | Added +561 |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 72.0k $8.7m | Added +30.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 72.0k $8.7m | Reduced -528 |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio | 71.6k $8.7m | Added +2.9k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 66.1k $8.0m | Unchanged |
| Trexquant Investment LP 0.06% of their portfolio | 64.0k $7.7m | New |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.25% of their portfolio | 63.7k $7.7m | Reduced -1.6k |
| Retirement Systems of Alabama 0.03% of their portfolio | 62.2k $7.5m | Reduced -64 |
| Man Group plc 0.02% of their portfolio | 61.0k $7.4m | Added +19.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 60.1k $7.3m | Added +10.1k |
| CITIGROUP INC 0.00% of their portfolio | 58.8k $7.1m | Added +6.0k |
| IEQ CAPITAL, LLC 0.03% of their portfolio | 58.5k $7.1m | Added +19.6k |
| ExodusPoint Capital Management, LP 0.07% of their portfolio | 56.7k $6.9m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 56.5k $6.7m | Added +1.3k |
| TOWLE & CO 2.64% of their portfolio | 56.1k $6.8m | Reduced -31.7k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.12% of their portfolio | 54.4k $6.6m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 51.8k $6.3m | New |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 51.8k $6.3m | Reduced -1.4k |
| Engineers Gate Manager LP 0.08% of their portfolio | 51.5k $6.2m | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 49.7k $6.0m | First filing |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 49.2k $6.0m | Added +365 |
| Amundi 0.00% of their portfolio | 49.1k $5.9m | Added +37.0k |
| LEUTHOLD GROUP, LLC 0.62% of their portfolio | 48.2k $5.8m | Added +709 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 47.9k $5.8m | Added +5.6k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 47.7k $5.8m | Added +47.5k |
| CSM Advisors, LLC 0.14% of their portfolio | 47.6k $5.8m | Added +4.2k |
| Edgestream Partners, L.P. 0.19% of their portfolio | 46.7k $5.7m | New |
| NOMURA ASSET MANAGEMENT CO LTD 0.01% of their portfolio | 46.7k $5.7m | Reduced -1.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 45.9k $5.6m | First filing |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 45.2k $5.5m | Reduced -1.5k |
| Empowered Funds, LLC 0.03% of their portfolio | 44.2k $5.4m | New |
| CAPITAL MANAGEMENT CORP /VA 0.89% of their portfolio | 43.2k $5.2m | Reduced -917 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 42.6k $5.2m | Added +3.2k |