Who owns LSTR (LSTR)
Which tracked institutional funds hold LSTR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LSTR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
161 tracked funds added or opened LSTR while 59 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LSTR’s largest tracked holder by dollar value, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LSTR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 478 tracked filers holding LSTR, 284 increased or opened the position and 170 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LSTR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 40
- VANGUARD PORTFOLIO MANAGEMENT LLC$281M
- VANGUARD CAPITAL MANAGEMENT LLC$246M
- BALYASNY ASSET MANAGEMENT L.P.$74M
- VANGUARD FIDUCIARY TRUST CO$34M
- Schonfeld Strategic Advisors LLC$31M
- Turas Capital Management LP$29M
Full exits 26
- VANGUARD GROUP INC$454M
- Quantum Capital Management, LLC / NJ$28M
- T. Rowe Price Investment Management, Inc.$22M
- Capitolis Liquid Global Markets LLC$7M
- DekaBank Deutsche Girozentrale$6M
- Y-Intercept (Hong Kong) Ltd$4M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$151M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$48M
- FIRST TRUST ADVISORS LP$44M
- SG Americas Securities, LLC$34M
- UBS Group AG$27M
- GEODE CAPITAL MANAGEMENT, LLC$27M
Largest trims
- M&T Bank Corp$527M
- MORGAN STANLEY$122M
- Corient Private Wealth LLC$57M
- Qube Research & Technologies Ltd$31M
- JPMORGAN CHASE & CO$23M
- Nuveen, LLC$20M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 3,432,243 | $550M | 9.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,871,526 | $460M | 7.8% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,832,535 | $293M | 4.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,752,711 | $281M | 4.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,531,900 | $246M | 4.1% | 2026-Q1 |
| Boston Partners trimmed | 1,420,213 | $228M | 3.8% | 2026-Q1 |
| STATE STREET CORP added | 1,123,666 | $180M | 3.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,118,554 | $179M | 3.0% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,074,358 | $172M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 934,926 | $150M | 2.5% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 745,228 | $119M | 2.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 721,330 | $116M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 683,119 | $110M | 1.8% | 2026-Q1 |
| REINHART PARTNERS, LLC. added | 682,536 | $109M | 1.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 656,118 | $105M | 1.8% | 2026-Q1 |
| Fenimore Asset Management Inc added | 566,064 | $91M | 1.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 482,095 | $77M | 1.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 459,608 | $74M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 448,909 | $72M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 383,687 | $62M | 1.0% | 2026-Q1 |
| Copeland Capital Management, LLC trimmed | 377,389 | $60M | 1.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 369,511 | $59M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 362,828 | $57M | 1.0% | 2026-Q1 |
| LORD, ABBETT & CO. LLC added | 349,394 | $56M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 348,449 | $56M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 347,877 | $56M | 0.9% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 340,606 | $49M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 307,471 | $49M | 0.8% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 304,414 | $49M | 0.8% | 2026-Q1 |
| UBS Group AG added | 277,749 | $45M | 0.7% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 276,406 | $44M | 0.7% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 269,134 | $43M | 0.7% | 2026-Q1 |
| NORGES BANK added | 276,097 | $41M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 250,112 | $40M | 0.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 240,964 | $39M | 0.7% | 2026-Q1 |
| SG Americas Securities, LLC added | 231,069 | $37M | 0.6% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 230,585 | $37M | 0.6% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 222,509 | $36M | 0.6% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 212,429 | $34M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 211,909 | $34M | 0.6% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 194,625 | $31M | 0.5% | 2026-Q1 |
| Turas Capital Management LP new | 183,500 | $29M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 173,362 | $28M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 170,202 | $27M | 0.5% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 166,984 | $27M | 0.5% | 2026-Q1 |
| FMR LLC added | 146,042 | $23M | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 136,203 | $22M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 128,868 | $21M | 0.3% | 2026-Q1 |
| River Road Asset Management, LLC trimmed | 124,207 | $20M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 109,555 | $18M | 0.3% | 2026-Q1 |
| Clarkston Capital Partners, LLC trimmed | 107,210 | $17M | 0.3% | 2026-Q1 |
| Verition Fund Management LLC added | 107,069 | $17M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 101,308 | $16M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 93,369 | $15M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 92,449 | $15M | 0.2% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC new | 91,845 | $15M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 87,250 | $14M | 0.2% | 2026-Q1 |
| Walleye Capital LLC added | 85,863 | $14M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 84,943 | $14M | 0.2% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 84,855 | $14M | 0.2% | 2026-Q1 |
| FWL INVESTMENT MANAGEMENT, LLC added | 82,399 | $13M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 80,440 | $13M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 81,454 | $13M | 0.2% | 2026-Q1 |
| Amundi added | 79,173 | $13M | 0.2% | 2026-Q1 |
| J. Goldman & Co LP added | 77,003 | $12M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 76,048 | $12M | 0.2% | 2026-Q1 |
| Man Group plc added | 75,401 | $12M | 0.2% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 74,810 | $12M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 70,595 | $11M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 69,021 | $11M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 68,000 | $11M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 67,875 | $11M | 0.2% | 2026-Q1 |
| PARTHENON LLC trimmed | 66,909 | $11M | 0.2% | 2026-Q1 |
| Jain Global LLC added | 66,429 | $11M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 63,240 | $10M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 63,155 | $10M | 0.2% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 60,207 | $9M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 57,009 | $9M | 0.2% | 2026-Q1 |
| Holocene Advisors, LP added | 55,433 | $9M | 0.1% | 2026-Q1 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC trimmed | 55,169 | $9M | 0.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 53,945 | $9M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 51,779 | $8M | 0.1% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 51,669 | $8M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 51,307 | $8M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 50,715 | $8M | 0.1% | 2026-Q1 |
| MUFG Securities EMEA plc added | 47,000 | $8M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 44,671 | $7M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 44,552 | $7M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 3,158,095 | $454M | 7.6% | 2025-Q4 stale |
| DISCIPLINED GROWTH INVESTORS INC /MN trimmed | 309,783 | $43M | 0.7% | 2025-Q2 stale |
| RIVULET CAPITAL, LLC new | 299,000 | $37M | 0.6% | 2025-Q3 stale |
| Quantum Capital Management, LLC / NJ trimmed | 194,673 | $28M | 0.5% | 2025-Q4 stale |
| T. Rowe Price Investment Management, Inc. trimmed | 154,591 | $22M | 0.4% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 102,000 | $14M | 0.2% | 2025-Q2 stale |
| Wolf Hill Capital Management, LP added | 87,404 | $13M | 0.2% | 2025-Q1 stale |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 88,378 | $12M | 0.2% | 2025-Q2 stale |
| Burgundy Asset Management Ltd. added | 85,380 | $11M | 0.2% | 2025-Q3 stale |
| Edgestream Partners, L.P. added | 90,994 | $11M | 0.2% | 2025-Q3 stale |
| Alaska Permanent Fund Corp | 57,011 | $8M | 0.1% | 2025-Q1 stale |
| ExodusPoint Capital Management, LP added | 60,714 | $7M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.