Lear Corp (LEA) shareholders
LEANYSEMotor Vehicle Parts & AccessoriesFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Oct 3, 2026Last filing: 10-Q on Oct 30, 2026Score 22/3037% below fair value
$108.71+0.14 (+0.13%)
Close on Nov 13, 2026Market cap $5.24BP/E 9.5Yield 0.71%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
53M of 48M shares
Institutional holders
520
86 new, 37 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 23 sales
Net sold $16.12M
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 | 13.77% | $889.95M | −120,092 | 2.61% |
| BlackRock, Inc. | 5,255,064 | 10.90% | $704.49M | +325,706 | 0.01% |
| Vanguard Portfolio Management LLC | 3,427,324 | 7.11% | $459.47M | −75,169 | 0.02% |
| Dimensional Fund Advisors LP | 3,020,166 | 6.27% | $404.88M | +76,686 | 0.07% |
| Vanguard Capital Management LLC | 2,262,052 | 4.69% | $303.25M | −7,550 | 0.01% |
| American Century Companies Inc | 2,092,298 | 4.34% | $280.49M | +219,487 | 0.12% |
| State Street Corp | 1,687,033 | 3.50% | $226.16M | −7,523 | 0.01% |
| Greenhaven Associates Inc | 1,455,933 | 3.02% | $195.18M | −241,436 | 2.25% |
| Massachusetts Financial Services Co /Ma/ | 1,435,811 | 2.98% | $435.92M | −316,235 | 0.14% |
| Schroder Investment Management Group | 1,238,255 | 2.57% | $165.67M | −477,657 | 0.12% |
| FMR LLC | 1,194,926 | 2.48% | $160.19M | −553,051 | 0.01% |
| Aqr Capital Management LLC | 1,187,495 | 2.46% | $159.20M | +231,144 | 0.06% |
| Geode Capital Management, LLC | 1,026,961 | 2.13% | $137.72M | +11,180 | 0.01% |
| Lsv Asset Management | 763,299 | 1.58% | $102.33M | +33,118 | 0.19% |
| Morgan Stanley | 719,609 | 1.49% | $96.47M | −7,181 | 0.01% |
| Charles Schwab Investment Management Inc | 685,208 | 1.42% | $91.86M | −26,624 | 0.01% |
| Jacobs Levy Equity Management, Inc | 653,537 | 1.36% | $87.61M | −8,322 | 0.32% |
| Fuller & Thaler Asset Management, Inc. | 597,380 | 1.24% | $80.08M | New | 0.22% |
| Caisse De Depot Et Placement Du Quebec | 569,813 | 1.18% | $76.39M | −129,772 | 0.11% |
| Norges Bank | 552,452 | 1.15% | $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)
475 funds held LEA in Q2 2026, 45% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of LEA | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,714,515 | 3.56% | $229.85M | 0.18% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,692,825 | 3.51% | $242.28M | 0.89% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,590,121 | 3.30% | $213.17M | 0.01% | Jun 30, 2026 |
| Vanguard Windsor Fund | 1,296,447 | 2.69% | $169.37M | 0.67% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,149,247 | 2.38% | $154.07M | 0.08% | Jun 30, 2026 |
| Vanguard Equity Income Fund | 999,024 | 2.07% | $133.93M | 0.20% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 727,770 | 1.51% | $97.56M | 0.14% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 688,466 | 1.43% | $89.94M | 0.46% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 574,184 | 1.19% | $76.98M | 0.08% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 570,780 | 1.18% | $76.52M | 0.60% | Jun 30, 2026 |
| Vanguard Selected Value Fund | 545,377 | 1.13% | $71.25M | 1.02% | Jul 31, 2026 |
| MFS Total Return Fund | 439,310 | 0.91% | $58.89M | 0.80% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 413,127 | 0.86% | $53.97M | 0.32% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 366,118 | 0.76% | $47.83M | 0.33% | Jul 31, 2026 |
| Vanguard Global Equity Fund | 330,318 | 0.69% | $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 | 0.15% | Jun 25, 2026 |
| Nicholas Jon Roelli | SVP and President, E-Systems | 2,555 | 0.01% | Nov 9, 2026 |
| Jason M. Cardew | SVP and CFO | 8,241 | 0.02% | Nov 4, 2026 |
| Frank C. Orsini | EVP and President, Seating | 11,795 | 0.02% | 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 |
| Kathleen Ligocki | Director | 3,996 | 0.01% | Oct 2, 2026 |
| Conrad L. Mallett Jr | Director | 37 | 0.00% | Aug 7, 2026 |
| Julian G. Blissett | Director | 2,307 | 0.00% | May 18, 2026 |
| Patricia L. Lewis | Director | 7,386 | 0.02% | May 18, 2026 |
| Rod Lache | Director | 3,383 | 0.01% | 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 |
| Jonathan F. Foster | Director | 15,641 | 0.03% | May 18, 2026 |
| Roger A. Krone | Director | 4,039 | 0.01% | May 18, 2026 |
| Mary Lou Jepsen | Director | 12,971 | 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 |
|---|---|---|---|---|---|---|
| Nicholas Jon Roelli SVP and President, E-Systems | Nov 7, 2026 | Tax withholding | −167 | $110.28 | $18.42K | 2,555 |
| Nicholas Jon Roelli SVP and President, E-Systems | Nov 7, 2026 | Option exercise | +383 | – | – | 2,722 |
| Jason M. Cardew SVP and CFO | Nov 3, 2026 | Sale | −5,000 | $117.75 | $588.74K | 8,241 |
| Kathleen Ligocki Director | Oct 1, 2026 | Option exercise | +53 | – | – | 3,996 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
7.05%
3M shares short
Days to cover
6.7
At 1M shares a day
Change since last report
+12.0%
From 3M shares
Short volume, 20 days
62.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Lear's stock actually held short. Settlement fails (shares not delivered on time) peaked at 2,526 shares on Sep 18, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jason M. Cardew Officer | Nov 3, 2026 | 5,000 | $588.74K | Nov 3, 2026 | Restricted Stock Vesting |
| 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 |
See a number that looks wrong?