Ranked by reported Q1 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 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.4M | $550.2M | -1.9% | 10.105% | 1.62% |
| 2 | BlackRock, Inc. | 3.2M | $518.3M | +3.4% | 9.519% | 0.01% |
| 3 | AQR CAPITAL MANAGEMENT LLC | 1.8M | $293.8M | +86.0% | 5.404% | 0.13% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $281.0M | β | 5.160% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $245.6M | β | 4.510% | 0.01% |
| 6 | Boston Partners | 1.4M | $227.8M | -17.2% | 4.181% | 0.24% |
| 7 | STATE STREET CORP | 1.1M | $180.1M | +1.7% | 3.308% | 0.01% |
| 8 | FIRST TRUST ADVISORS LP | 1.1M | $179.3M | +19.1% | 3.293% | 0.13% |
| 9 | VICTORY CAPITAL MANAGEMENT INC | 1.1M | $172.2M | -5.7% | 3.163% | 0.11% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 935K | $149.9M | +9.0% | 2.752% | 0.01% |
| 11 | JACOBS LEVY EQUITY MANAGEMENT, INC | 745K | $119.5M | +5.5% | 2.194% | 0.50% |
| 12 | NORTHERN TRUST CORP | 721K | $115.6M | +12.3% | 2.124% | 0.02% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 683K | $109.5M | +2.4% | 2.011% | 0.02% |
| 14 | REINHART PARTNERS, INC. | 683K | $109.4M | +3.3% | 2.009% | 3.15% |
| 15 | MORGAN STANLEY | 656K | $105.2M | -58.4% | 1.932% | 0.01% |
| 16 | FENIMORE ASSET MANAGEMENT INC | 566K | $90.7M | +16.4% | 1.666% | 2.02% |
| 17 | MILLENNIUM MANAGEMENT LLC | 482K | $77.3M | -11.0% | 1.419% | 0.05% |
| 18 | BALYASNY ASSET MANAGEMENT LLC | 460K | $73.7M | β | 1.353% | 0.25% |
| 19 | GOLDMAN SACHS GROUP INC | 449K | $72.0M | -18.7% | 1.322% | 0.01% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 384K | $61.5M | +3.8% | 1.130% | 0.01% |
| 21 | Copeland Capital Management, LLC | 377K | $60.5M | -1.0% | 1.111% | 1.35% |
| 22 | BANK OF MONTREAL /CAN/ | 370K | $59.2M | -4.5% | 1.088% | 0.02% |
| 23 | WELLS FARGO & COMPANY/MN | 348K | $55.9M | -1.3% | 1.026% | 0.01% |
| 24 | Bank of New York Mellon Corp | 348K | $55.8M | +0.0% | 1.024% | 0.01% |
| 25 | ALLIANCEBERNSTEIN L.P. | 341K | $48.9M | +20.8% | 1.003% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LSTR β a direct measure of their conviction.
Filings activity in LSTR during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new LSTR position in Q1 2026
Institutions that fully closed their LSTR position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 470 | +9.0% | 72.05% | +1.35 pp | $5.49B | +1.9% |
| Q4 2025 | 431 | +5.6% | 70.70% | +15.67 pp | $5.39B | +28% |
| Q3 2025 | 408 | 5.1% | 55.03% | 7.45 pp | $4.19B | 12% |
| Q2 2025 | 430 | 0.9% | 62.48% | 3.03 pp | $4.76B | 4.6% |
| Q1 2025 | 434 | 4.0% | 65.51% | 8.70 pp | $4.99B | 12% |
| Q4 2024 | 452 | 1.3% | 74.21% | 5.34 pp | $5.65B | 6.7% |
| Q3 2024 | 458 | +0.4% | 79.55% | +1.49 pp | $6.06B | +1.9% |
| Q2 2024 | 456 | β | 78.06% | β | $5.95B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LSTR stock.
Based on Q1 2026 13F filings, institutional ownership of Landstar System, Inc. stands at 72.0%, held across 470 reporting institutions.
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC is the largest reported institutional holder of LSTR, with approximately 3,432,243 shares worth $0.55B as of Q1 2026.
Yes β 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 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
96 institutions opened new positions in LSTR during Q1 2026, while 57 fully exited. 311 added to existing positions and 60 trimmed.
LSTR institutional ownership rose by 1.35 percentage points quarter-over-quarter, with a net change of +39 holders.
The top 10 institutions account for 51.0% of all reported 13F value in LSTR, and the top 25 account for 73.1%.
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