LSTR — LANDSTAR SYSTEM INC.
Reported value held$3.20B
Funds holding (latest)48
SectorIndustrials
Funds holding (Q2 2026)38
Institutional value$2.69B · 13.17M sh
New / Add / Cut / Exit4 / 19 / 11 / 3
Top-5 / Top-10 concentration59.9% / 76.8%
Institutional holdings change
Accumulating +9.5%
(+1.15M sh)
Institutional value change
Up +40.4%
As of Q2 2026, 38 SEC-registered investment managers reported holding LSTR (LANDSTAR SYSTEM INC.) in their latest 13F filings, with a combined reported value of $2.69B across 13.17M shares. That is +9.5% by share count (+1.15M shares) versus the previous quarter, while reported value moved +40.4%. Ownership is concentrated: the five largest holders account for 59.9% of reported value and the top ten for 76.8%.
Compared with the prior quarter, 4 opened new positions, 19 added to existing stakes, 11 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LSTR is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 3.38M | $698.68M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 3.21M | $461.23M | 0.01% | Reduce |
| AQR Capital Management history | Q2 2026 | 2.12M | $438.97M | 0.15% | Add |
| Geode Capital Management history | Q2 2026 | 988.73K | $204.51M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 698.92K | $144.54M | 0.02% | Reduce |
| Millennium Management history | Q2 2026 | 607.41K | $125.62M | 0.05% | Add |
| Goldman Sachs Group history | Q2 2026 | 526.20K | $108.82M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 509.92K | $105.46M | 0.01% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 391.31K | $80.93M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 390.38K | $80.73M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 381.21K | $78.84M | 0.01% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 349.35K | $72.25M | 0.01% | Hold |
| BNY Mellon history | Q2 2026 | 331.25K | $68.51M | 0.01% | Reduce |
| Invesco Ltd history | Q2 2026 | 306.97K | $63.48M | 0.01% | Add |
| Balyasny Asset Management history | Q2 2026 | 252.38K | $52.19M | 0.07% | Reduce |
| Bank of America Corp history | Q2 2026 | 248.25K | $51.34M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 236.68K | $48.95M | 0.00% | Add |
| Royce & Associates history | Q2 2026 | 230.97K | $47.77M | 0.39% | Hold |
| JPMorgan Chase & Co history | Q2 2026 | 166.39K | $35.09M | 0.00% | New |
| Arrowstreet Capital history | Q2 2026 | 156.07K | $32.28M | 0.01% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 166.39K sh · $35.09M
- D. E. Shaw & Co 72.93K sh · $15.08M
- Point72 Asset Management 41.68K sh · $8.62M
- Bridgewater Associates 4.01K sh · $829.31K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 166.98K sh · $26.77M
- PSP Investments sold 30.98K sh · $4.97M
- Marshall Wace sold 3.22K sh · $516.52K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.14M | 3.20M | 3.18M | 3.13M | 3.14M | 3.13M | 3.23M | 3.38M |
| AQR Capital Management | 296.17K | 399.84K | 514.62K | 519.62K | 484.28K | 455.08K | 419.39K | 373.16K | 383.92K | 340.47K | 318.92K | 325.88K | 328.48K | 299.45K | 237.72K | 359.16K | 345.77K | 987.09K | 1.84M | 2.12M |
| Geode Capital Management | 536.21K | 566.55K | 567.38K | 621.65K | 619.32K | 623.75K | 692.76K | 741.97K | 748.95K | 687.63K | 738.37K | 774.32K | 813.55K | 817.94K | 859.12K | 844.05K | 861.31K | 857.44K | 934.93K | 988.73K |
| Northern Trust Corp | 467.41K | 460.82K | 559.78K | 566.64K | 558.96K | 569.59K | 591.43K | 590.68K | 579.33K | 576.31K | 531.72K | 559.98K | 582.11K | 672.78K | 734.26K | 619.79K | 646.69K | 642.44K | 721.33K | 698.92K |
| Millennium Management | 26.09K | 207.21K | 55.96K | 33.82K | 13.51K | 54.04K | 12.73K | 1.93K | 16.58K | 85.63K | 170.38K | 73.12K | 43.51K | 24.27K | 21.10K | 151.26K | 53.64K | 541.88K | 482.10K | 607.41K |
| Goldman Sachs Group | 136.85K | 429.51K | 194.73K | 159.01K | 143.68K | 206.52K | 66.76K | 60.33K | 65.03K | 61.63K | 59.92K | 75.85K | 138.24K | 87.87K | 138.01K | 268.97K | 197.65K | 552.10K | 448.91K | 526.20K |
| Morgan Stanley | 113.23K | 89.39K | 74.52K | 403.02K | 355.58K | 3.05M | 3.11M | 2.80M | 2.75M | 2.75M | 2.88M | 3.00M | 3.05M | 3.19M | 3.21M | 3.02M | 2.09M | 1.58M | 656.12K | 509.92K |
| Norges Bank Investment Management | — | — | — | — | — | 333.59K | — | — | — | 331.40K | — | 328.94K | — | 314.72K | — | 289.10K | — | 245.51K | — | 391.31K |
| UBS Group AG | 68.67K | 51.23K | 25.95K | 75.78K | 74.96K | 87.88K | 79.26K | 22.49K | 17.41K | 80.08K | 87.73K | 22.75K | 18.29K | 65.64K | 114.93K | 173.47K | 119.50K | 123.85K | 277.75K | 390.38K |
| Charles Schwab Investment Management | 312.76K | 317.72K | 325.98K | 319.47K | 323.13K | 329.87K | 329.21K | 329.74K | 339.58K | 347.80K | 357.60K | 361.70K | 362.65K | 365.00K | 364.78K | 374.34K | 369.96K | 369.61K | 383.69K | 381.21K |
| Wells Fargo & Co | 670.15K | 487.56K | 536.32K | 454.93K | 452.51K | 422.91K | 440.37K | 431.96K | 430.08K | 437.75K | 415.43K | 405.56K | 392.60K | 414.12K | 442.59K | 474.65K | 437.43K | 352.90K | 348.45K | 349.35K |
| BNY Mellon | 434.61K | 412.35K | 410.84K | 436.59K | 427.77K | 432.87K | 430.08K | 419.81K | 399.00K | 427.95K | 404.66K | 404.05K | 373.03K | 389.02K | 367.94K | 351.09K | 337.62K | 347.85K | 347.88K | 331.25K |
| Invesco Ltd | 213.31K | 187.54K | 182.94K | 105.21K | 96.39K | 175.68K | 214.13K | 269.44K | 417.93K | 436.98K | 555.51K | 509.65K | 463.92K | 453.73K | 462.36K | 397.89K | 405.54K | 283.88K | 276.36K | 306.97K |
| Balyasny Asset Management | — | — | — | 238.09K | 169.20K | 6.14K | — | — | 74.36K | — | 100.77K | 312.25K | — | 7.83K | — | — | — | — | 459.61K | 252.38K |
| Bank of America Corp | 335.33K | 349.02K | 369.67K | 362.59K | 395.52K | 334.41K | 394.33K | 342.34K | 346.23K | 286.72K | 318.91K | 312.46K | 341.19K | 297.38K | 372.00K | 406.87K | 346.11K | 220.52K | 250.11K | 248.25K |
| Fidelity Management & Research (FMR) | 645.34K | 646.96K | 745.97K | 844.83K | 937.84K | 855.45K | 813.17K | 808.43K | 579.16K | 282.94K | 264.43K | 149.33K | 162.22K | 150.26K | 286.08K | 127.87K | 130.64K | 130.17K | 165.87K | 236.68K |
| Royce & Associates | 453.24K | 439.52K | 465.36K | 454.51K | 445.88K | 389.98K | 381.09K | 371.22K | 367.58K | 355.50K | 320.94K | 297.50K | 331.46K | 341.46K | 262.96K | 233.86K | 230.76K | 284.56K | 230.59K | 230.97K |
| JPMorgan Chase & Co | 903.56K | 946.56K | 950.27K | 926.63K | 888.21K | 773.15K | 717.25K | 775.07K | 761.89K | 734.87K | 702.89K | 714.12K | 623.43K | 623.40K | 672.95K | 725.34K | 746.51K | 556.27K | — | 166.39K |
| Arrowstreet Capital | — | 42.75K | 82.37K | 105.54K | 26.13K | 16.89K | — | — | — | — | — | — | — | — | — | 53.48K | 83.27K | 166.96K | 136.20K | 156.07K |
| Prudential Financial | 7.15K | 6.54K | 6.24K | 6.20K | 6.20K | 6.25K | 6.31K | 6.29K | 6.04K | 6.41K | 5.70K | 7.88K | 4.73K | 4.43K | 5.51K | 6.41K | 3.74K | 2.12K | 1.93K | 136.79K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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