LEANYSEMotor Vehicle Parts & AccessoriesFiscal year ends December 31
LEAR CORP
Financials through Q2 FY2026, quarter ended Jul 4, 2026Last filing: 10-Q on Jul 31, 2026
$119.76−0.25 (-0.21%)
Close on Oct 19, 2026
- Market cap
- $6.09B
- P/E (TTM)
- 11.2
- Dividend yield
- 0.64%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
53M of 49M shares
Institutional holders
520
86 new, 37 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 22 sales
Net sold $15.54M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Pzena Investment Management LLC | 7,764,912 | 13.80% | 13G (passive) | Sep 30, 2024 |
| BlackRock, Inc. | 4,727,096 | 8.80% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 3,537,795 | 6.97% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 2,726,667 | 5.10% | 13G (passive) | Jun 30, 2025 |
| Vanguard Capital Management | 2,657,049 | 5.23% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LEA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Pzena Investment Management LLC | 6,638,413 | 13.46% | $889.95M | −120,092 | 2.61% |
| BlackRock, Inc. | 5,255,064 | 10.65% | $704.49M | +325,706 | 0.01% |
| Vanguard Portfolio Management LLC | 3,427,324 | 6.95% | $459.47M | −75,169 | 0.02% |
| Dimensional Fund Advisors LP | 3,020,166 | 6.12% | $404.88M | +76,686 | 0.07% |
| Vanguard Capital Management LLC | 2,262,052 | 4.59% | $303.25M | −7,550 | 0.01% |
| American Century Companies Inc | 2,092,298 | 4.24% | $280.49M | +219,487 | 0.12% |
| State Street Corp | 1,687,033 | 3.42% | $226.16M | −7,523 | 0.01% |
| Greenhaven Associates Inc | 1,455,933 | 2.95% | $195.18M | −241,436 | 2.25% |
| Massachusetts Financial Services Co /Ma/ | 1,435,811 | 2.91% | $435.92M | −316,235 | 0.14% |
| Schroder Investment Management Group | 1,238,255 | 2.51% | $165.67M | −477,657 | 0.12% |
| FMR LLC | 1,194,926 | 2.42% | $160.19M | −553,051 | 0.01% |
| Aqr Capital Management LLC | 1,187,495 | 2.41% | $159.20M | +231,144 | 0.06% |
| Geode Capital Management, LLC | 1,026,961 | 2.08% | $137.72M | +11,180 | 0.01% |
| Lsv Asset Management | 763,299 | 1.55% | $102.33K | +33,118 | 0.19% |
| Morgan Stanley | 719,609 | 1.46% | $96.47M | −7,181 | 0.01% |
| Charles Schwab Investment Management Inc | 685,208 | 1.39% | $91.86M | −26,624 | 0.01% |
| Jacobs Levy Equity Management, Inc | 653,537 | 1.32% | $87.61M | −8,322 | 0.32% |
| Fuller & Thaler Asset Management, Inc. | 597,380 | 1.21% | $80.08M | New | 0.22% |
| Caisse De Depot Et Placement Du Quebec | 569,813 | 1.16% | $76.39M | −129,772 | 0.11% |
| Norges Bank | 552,452 | 1.12% | $74.06M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 520 | 53M | 100.0% | 86 / 187 | 170 / 37 | 6M | 5M |
| Q1 2026 | 477 | 52M | 100.0% | 86 / 184 | 130 / 37 | 9M | 5M |
| Q4 2025 | 434 | 55M | 100.0% | 83 / 139 | 144 / 69 | 4M | 5M |
| Q3 2025 | 422 | 56M | 100.0% | 70 / 156 | 138 / 42 | 4M | 5M |
| Q2 2025 | 398 | 57M | 100.0% | 66 / 142 | 145 / 67 | 5M | 4M |
| Q1 2025 | 403 | 56M | 100.0% | 68 / 143 | 135 / 61 | 5M | 4M |
| Q4 2024 | 401 | 56M | 100.0% | 65 / 140 | 145 / 90 | 8M | 8M |
| Q3 2024 | 433 | 56M | 100.0% | 65 / 144 | 164 / 70 | 11M | 6M |
| Q2 2024 | 442 | 58M | 100.0% | 68 / 141 | 179 / 102 | 7M | 8M |
| Q1 2024 | 483 | 59M | 100.0% | 60 / 172 | 173 / 46 | 5M | 4M |
| Q4 2023 | 475 | 58M | 100.0% | 79 / 158 | 173 / 45 | 5M | 5M |
| Q3 2023 | 445 | 58M | 100.0% | 55 / 149 | 170 / 40 | 4M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LEA | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,714,515 | 3.48% | $229.85M | 0.18% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,692,825 | 3.43% | $242.28M | 0.89% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,590,121 | 3.22% | $213.17M | 0.01% | Jun 30, 2026 |
| Vanguard Windsor Fund | 1,296,447 | 2.63% | $169.37M | 0.67% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,149,247 | 2.33% | $154.07M | 0.08% | Jun 30, 2026 |
| Vanguard Equity Income Fund | 999,024 | 2.03% | $133.93M | 0.20% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 727,770 | 1.48% | $97.56M | 0.14% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 688,466 | 1.40% | $89.94M | 0.46% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 574,184 | 1.16% | $76.98M | 0.08% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 570,780 | 1.16% | $76.52M | 0.60% | Jun 30, 2026 |
| Vanguard Selected Value Fund | 545,377 | 1.11% | $71.25M | 1.02% | Jul 31, 2026 |
| MFS Total Return Fund | 439,310 | 0.89% | $58.89M | 0.80% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 413,127 | 0.84% | $53.97M | 0.32% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 366,118 | 0.74% | $47.83M | 0.33% | Jul 31, 2026 |
| Vanguard Global Equity Fund | 330,318 | 0.67% | $44.28M | 0.58% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Raymond E. Scott | President and CEO, Director | 70,129 | 0.14% | Jun 25, 2026 |
| Nicholas Jon Roelli | SVP and President, E-Systems | 2,339 | 0.00% | Sep 24, 2026 |
| Frank C. Orsini | EVP and President, Seating | 11,795 | 0.02% | Jun 3, 2026 |
| Jason M. Cardew | SVP and CFO | 13,241 | 0.03% | Jun 3, 2026 |
| Marianne VIdershain | VP, Treas & Head of Inv Relat | 1,862 | 0.00% | Feb 26, 2026 |
| Alicia J. Davis | SVP and Chief Strategy Officer | 9,972 | 0.02% | Feb 23, 2026 |
| Harry Albert Kemp | SVP & Chief Admin Officer | 17,423 | 0.04% | Feb 23, 2026 |
| Amy Doyle | VP & Chief Accounting Officer | 2,539 | 0.01% | Jan 6, 2026 |
| Conrad L. Mallett Jr | Director | 37 | 0.00% | Aug 7, 2026 |
| Kathleen Ligocki | Director | 3,943 | 0.01% | Jul 2, 2026 |
| Julian G. Blissett | Director | 2,307 | 0.00% | May 18, 2026 |
| Patricia L. Lewis | Director | 7,386 | 0.01% | May 18, 2026 |
| Mary Lou Jepsen | Director | 12,971 | 0.03% | May 18, 2026 |
| Greg C. Smith | Director | 19,280 | 0.04% | May 18, 2026 |
| Bradley M. Halverson | Director | 8,171 | 0.02% | May 18, 2026 |
| Rod Lache | Director | 3,383 | 0.01% | May 18, 2026 |
| Roger A. Krone | Director | 4,039 | 0.01% | May 18, 2026 |
| Jonathan F. Foster | Director | 15,641 | 0.03% | May 18, 2026 |
| Mei Wei Cheng | Director | 1,659 | 0.00% | Feb 20, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Conrad L. Mallett Jr Director | Aug 6, 2026 | Sale | −1,646 | $121.35 | $199.74K | 37 |
| Kathleen Ligocki Director | Jul 1, 2026 | Option exercise | +53 | – | – | 3,943 |
| Raymond E. Scott President and CEO, Director | Jun 24, 2026 | Sale | −22,454 | $135.40 | $3.04M | 61,019 |
| Raymond E. Scott President and CEO, Director | Jun 24, 2026 | Sale | −16,316 | $134.44 | $2.19M | 83,473 |
| Raymond E. Scott President and CEO, Director | Jun 24, 2026 | Sale | −3,346 | $137.21 | $459.10K | 49,789 |
| Raymond E. Scott President and CEO, Director | Jun 24, 2026 | Sale | −7,884 | $136.41 | $1.08M | 53,135 |
| Conrad L. Mallett Jr Director | Jun 10, 2026 | Sale | −190 | $141.34 | $26.85K | 1,683 |
| Frank C. Orsini EVP and President, Seating | Jun 2, 2026 | Sale | −5,000 | $148.50 | $742.50K | 11,795 |
| Jason M. Cardew SVP and CFO | Jun 2, 2026 | Sale(10b5-1 plan) | −2,500 | $150.00 | $375.00K | 13,241 |
| Jason M. Cardew SVP and CFO | Jun 2, 2026 | Sale(10b5-1 plan) | −2,500 | $145.00 | $362.50K | 15,741 |
| Jason M. Cardew SVP and CFO | Jun 1, 2026 | Sale(10b5-1 plan) | −2,500 | $141.14 | $352.85K | 20,241 |
| Jason M. Cardew SVP and CFO | Jun 1, 2026 | Sale(10b5-1 plan) | −2,000 | $141.14 | $282.28K | 18,241 |
| Nicholas Jon Roelli SVP and President, E-Systems | May 22, 2026 | Sale | −2,336 | $141.38 | $330.26K | 2,339 |
| Bradley M. Halverson Director | May 14, 2026 | Option exercise | +1,859 | – | – | 8,171 |
| Roger A. Krone Director | May 14, 2026 | Option exercise | +1,859 | – | – | 4,039 |
| Conrad L. Mallett Jr Director | May 14, 2026 | Option exercise | +1,767 | – | – | 1,873 |
| Mary Lou Jepsen Director | May 14, 2026 | Option exercise | +1,859 | – | – | 12,971 |
| Julian G. Blissett Director | May 14, 2026 | Option exercise | +1,859 | – | – | 2,307 |
| Julian G. Blissett Director | May 14, 2026 | Tax withholding | −637 | $139.01 | $88.55K | 1,670 |
| Patricia L. Lewis Director | May 14, 2026 | Option exercise | +1,859 | – | – | 7,386 |
| Greg C. Smith Director | May 14, 2026 | Option exercise | +3,134 | – | – | 5,389 |
| Jonathan F. Foster Director | May 14, 2026 | Option exercise | +1,859 | – | – | 15,641 |
| Kathleen Ligocki Director | Apr 1, 2026 | Option exercise | +53 | – | – | 3,890 |
| Conrad L. Mallett Jr Director | Mar 13, 2026 | Sale | −44 | $116.12 | $5.11K | 106 |
| Frank C. Orsini EVP and President, Seating | Feb 26, 2026 | Sale | −7,133 | $135.50 | $966.52K | 16,795 |
| Marianne VIdershain VP, Treas & Head of Inv Relat | Feb 24, 2026 | Sale | −1,590 | $135.00 | $214.65K | 1,862 |
| Conrad L. Mallett Jr Director | Feb 20, 2026 | Option exercise | +66 | – | – | 150 |
| Roger A. Krone Director | Feb 20, 2026 | Option exercise | +264 | – | – | 2,180 |
| Harry Albert Kemp SVP & Chief Admin Officer | Feb 19, 2026 | Sale | −7,000 | $136.31 | $954.17K | 17,423 |
| Alicia J. Davis SVP and Chief Strategy Officer | Feb 19, 2026 | Sale | −6,630 | $132.98 | $881.66K | 9,972 |
| Frank C. Orsini EVP and President, Seating | Feb 19, 2026 | Sale | −8,354 | $136.14 | $1.14M | 23,928 |
| Jason M. Cardew SVP and CFO | Feb 19, 2026 | Sale | −1,000 | $135.18 | $135.18K | 23,341 |
| Jason M. Cardew SVP and CFO | Feb 19, 2026 | Sale | −600 | $135.29 | $81.17K | 22,741 |
| Jason M. Cardew SVP and CFO | Feb 19, 2026 | Sale | −8,400 | $134.37 | $1.13M | 24,341 |
| Marianne VIdershain VP, Treas & Head of Inv Relat | Feb 12, 2026 | Award | +3,054 | – | – | 4,784 |
| Marianne VIdershain VP, Treas & Head of Inv Relat | Feb 12, 2026 | Tax withholding | −1,332 | $136.73 | $182.12K | 3,452 |
| Jason M. Cardew SVP and CFO | Feb 12, 2026 | Tax withholding | −10,058 | $136.73 | $1.38M | 32,741 |
| Jason M. Cardew SVP and CFO | Feb 12, 2026 | Award | +23,067 | – | – | 42,799 |
| Frank C. Orsini EVP and President, Seating | Feb 12, 2026 | Tax withholding | −10,058 | $136.73 | $1.38M | 32,282 |
| Frank C. Orsini EVP and President, Seating | Feb 12, 2026 | Award | +23,067 | – | – | 42,340 |
| Raymond E. Scott President and CEO, Director | Feb 12, 2026 | Award | +85,707 | – | – | 137,158 |
| Raymond E. Scott President and CEO, Director | Feb 12, 2026 | Tax withholding | −37,369 | $136.73 | $5.11M | 99,789 |
| Harry Albert Kemp SVP & Chief Admin Officer | Feb 12, 2026 | Award | +12,110 | – | – | 29,704 |
| Harry Albert Kemp SVP & Chief Admin Officer | Feb 12, 2026 | Tax withholding | −5,281 | $136.73 | $722.07K | 24,423 |
| Nicholas Jon Roelli SVP and President, E-Systems | Feb 12, 2026 | Award | +3,655 | – | – | 6,269 |
| Nicholas Jon Roelli SVP and President, E-Systems | Feb 12, 2026 | Tax withholding | −1,594 | $136.73 | $217.95K | 4,675 |
| Alicia J. Davis SVP and Chief Strategy Officer | Feb 12, 2026 | Award | +9,328 | – | – | 20,670 |
| Alicia J. Davis SVP and Chief Strategy Officer | Feb 12, 2026 | Tax withholding | −4,068 | $136.73 | $556.22K | 16,602 |
| Harry Albert Kemp SVP & Chief Admin Officer | Jan 4, 2026 | Tax withholding | −1,937 | $118.61 | $229.75K | 17,594 |
| Harry Albert Kemp SVP & Chief Admin Officer | Jan 4, 2026 | Option exercise | +4,254 | – | – | 19,531 |
| Amy Doyle VP & Chief Accounting Officer | Jan 4, 2026 | Tax withholding | −255 | $118.61 | $30.25K | 2,539 |
| Amy Doyle VP & Chief Accounting Officer | Jan 4, 2026 | Option exercise | +543 | – | – | 2,794 |
| Amy Doyle VP & Chief Accounting Officer | Jan 4, 2026 | Tax withholding | −28 | $118.61 | $3.32K | 2,251 |
| Amy Doyle VP & Chief Accounting Officer | Jan 4, 2026 | Option exercise | +58 | – | – | 2,279 |
| Amy Doyle VP & Chief Accounting Officer | Jan 4, 2026 | Tax withholding | −99 | $118.61 | $11.74K | 2,221 |
| Amy Doyle VP & Chief Accounting Officer | Jan 4, 2026 | Option exercise | +229 | – | – | 2,217 |
| Amy Doyle VP & Chief Accounting Officer | Jan 4, 2026 | Option exercise | +211 | – | – | 2,320 |
| Amy Doyle VP & Chief Accounting Officer | Jan 4, 2026 | Tax withholding | −108 | $118.61 | $12.81K | 2,109 |
| Nicholas Jon Roelli SVP and President, E-Systems | Jan 4, 2026 | Tax withholding | −207 | $118.61 | $24.55K | 2,614 |
| Nicholas Jon Roelli SVP and President, E-Systems | Jan 4, 2026 | Option exercise | +427 | – | – | 2,607 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Conrad L. Mallett Jr Director | Aug 6, 2026 | 1,646 | $199.74K | Aug 6, 2026 | Restricted Stock Vesting |
| Raymond E. Scott Officer, Director | Jun 24, 2026 | 50,000 | $6.85M | Jun 24, 2026 | Restricted Stock Vesting |
| Conrad L. Mallett Jr Director | Jun 10, 2026 | 190 | $26.85K | Jun 10, 2026 | Restricted Stock Vesting |
| Frank C. Orsini Officer | Jun 2, 2026 | 5,000 | $742.50K | Jun 2, 2026 | Restricted Stock Vesting |
| Jason M. Cardew Officer | Jun 2, 2026 | 5,000 | $737.50K | Jun 2, 2026 | Restricted Stock Vesting |
| Jason M. Cardew Officer | Jun 1, 2026 | 4,500 | $635.13K | Jun 1, 2026 | Restricted Stock Vesting |
| Nicholas Jon Roelli Officer | May 22, 2026 | 2,336 | $330.25K | May 22, 2026 | Open Market Purchase |
| Conrad L. Mallett Jr Director | Mar 13, 2026 | 44 | $5.11K | Mar 13, 2026 | Restricted Stock Vesting |
| Frank C. Orsini Officer | Feb 26, 2026 | 7,133 | $966.52K | Feb 26, 2026 | Restricted Stock Vesting |
| Marianne VIdershain Officer | Feb 24, 2026 | 1,590 | $214.65K | Feb 24, 2026 | Restricted Stock Vesting |
| Frank C. Orsini Officer | Feb 19, 2026 | 8,354 | $1.14M | Feb 19, 2026 | Restricted Stock Vesting |
| Harry Albert Kemp Officer | Feb 19, 2026 | 7,000 | $954.17K | Feb 19, 2026 | Restricted Stock Vesting |
| Jason M. Cardew Officer | Feb 19, 2026 | 10,000 | $1.35M | Feb 19, 2026 | Restricted Stock Vesting |
| Alicia J. Davis Officer | Feb 19, 2026 | 6,630 | $881.65K | Feb 19, 2026 | Restricted Stock Vesting |
| Jason M. Cardew Officer | Dec 18, 2025 | 5,000 | $590.84K | Dec 18, 2025 | Restricted Stock Vesting |