| 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.
| 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.
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.