Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in LSTR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.4M | $698.7M | +4.5% | 9.955% | 0.01% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.1M | $638.5M | -10.1% | 9.097% | 1.98% |
| 3 | AQR CAPITAL MANAGEMENT LLC | 2.1M | $439.0M | +15.6% | 6.255% | 0.15% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $371.4M | +2.5% | 5.292% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $317.8M | +0.3% | 4.528% | 0.01% |
| 6 | Boston Partners | 1.4M | $297.6M | +1.3% | 4.238% | 0.26% |
| 7 | STATE STREET CORP | 1.1M | $236.2M | +1.7% | 3.366% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 989K | $204.5M | +5.8% | 2.913% | 0.01% |
| 9 | FIRST TRUST ADVISORS LP | 837K | $173.1M | -25.2% | 2.466% | 0.10% |
| 10 | JACOBS LEVY EQUITY MANAGEMENT, INC | 742K | $153.6M | -0.4% | 2.188% | 0.55% |
| 11 | NORTHERN TRUST CORP | 699K | $144.5M | -3.1% | 2.059% | 0.02% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 655K | $135.5M | -4.1% | 1.930% | 0.02% |
| 13 | MILLENNIUM MANAGEMENT LLC | 607K | $125.6M | +26.0% | 1.790% | 0.05% |
| 14 | REINHART PARTNERS, LLC. | 569K | $117.7M | -16.6% | 1.677% | 2.69% |
| 15 | GOLDMAN SACHS GROUP INC | 526K | $108.8M | +17.2% | 1.550% | 0.01% |
| 16 | MORGAN STANLEY | 510K | $105.5M | -22.3% | 1.503% | 0.01% |
| 17 | FENIMORE ASSET MANAGEMENT INC | 507K | $104.8M | -10.5% | 1.493% | 2.17% |
| 18 | NORGES BANK | 391K | $80.9M | — | 1.153% | 0.01% |
| 19 | UBS Group AG | 390K | $80.7M | +40.6% | 1.150% | 0.01% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 381K | $78.8M | -0.7% | 1.123% | 0.01% |
| 21 | WELLS FARGO & COMPANY/MN | 349K | $72.2M | +0.3% | 1.029% | 0.01% |
| 22 | Bank of New York Mellon Corp | 331K | $68.5M | -4.8% | 0.976% | 0.01% |
| 23 | Copeland Capital Management, LLC | 320K | $66.2M | -15.2% | 0.943% | 1.36% |
| 24 | RAYMOND JAMES FINANCIAL INC | 320K | $66.1M | +4.0% | 0.942% | 0.02% |
| 25 | Invesco Ltd. | 307K | $63.5M | +11.1% | 0.904% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LSTR — a direct measure of their conviction.
Filings activity in LSTR during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new LSTR position in Q2 2026
Institutions that fully closed their LSTR position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 547 | +14% | 101.49% | 3.51 pp | $6.91B | +24% |
| Q1 2026 | 480 | +11% | 105.00% | 15.82 pp | $5.56B | +3.1% |
| Q4 2025 | 432 | +5.4% | 120.82% | +16.48 pp | $5.39B | +28% |
| Q3 2025 | 410 | 4.7% | 104.34% | 1.11 pp | $4.20B | 12% |
| Q2 2025 | 430 | 0.9% | 105.45% | +1.87 pp | $4.76B | 4.6% |
| Q1 2025 | 434 | 4.0% | 103.58% | +0.62 pp | $4.99B | 12% |
| Q4 2024 | 452 | 1.3% | 102.96% | +2.05 pp | $5.65B | 6.7% |
| Q3 2024 | 458 | — | 100.91% | — | $6.06B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LSTR stock.
Based on Q2 2026 13F filings, institutional ownership of Landstar System, Inc. stands at 101.5%, held across 547 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LSTR, with approximately 3,378,380 shares worth $0.70B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of LSTR, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for LSTR is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
105 institutions opened new positions in LSTR during Q2 2026, while 38 fully exited. 378 added to existing positions and 51 trimmed.
LSTR institutional ownership fell by 3.51 percentage points quarter-over-quarter, with a net change of +67 holders.
The top 10 institutions account for 51.1% of all reported 13F value in LSTR, and the top 25 account for 71.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Landstar System, Inc. (LSTR) Institutional Ownership