Landstar System, Inc.· LSTR

🇺🇸 US · MidSP400NASDAQ

Industrials Integrated Freight & Logistics Website

Price: $168.68
Day: -0.96%
Mkt Cap: $5.72B
52W Range: $119.32 – $228.46
Volume: 326.6K
Beta: 0.89

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.2 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 554 institutions hold; 294 added, 160 reduced

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Landstar System, Inc.

LSTR|Industrials|Integrated Freight & Logistics

Current price: $169

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

N/A

insufficient history to compare

Seller breadth · Q2 2026

2 sellers

vs 2.0 avg per quarter

Institutional net breadth · Q2 2026

+201

407 adding vs 206 reducing

Institutional ownership · Q2 2026

N/A

overlapping 13F filings

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

3.4M

+4.8%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

3.1M

-9.8%

AQR CAPITAL MANAGEMENT LLC

2.1M

+15.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.8M

+2.7%

VANGUARD CAPITAL MANAGEMENT LLC

1.5M

+0.6%

BOSTON PARTNERS

1.4M

+1.5%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

157

75 buying157 unchanged78 selling

310 funds held LSTR in Q2 2026, holding 17.2M shares between them, down 1.5% on the quarter.

Largest fund holders

SPDR SERIES TRUST283.4K sh

NATIONWIDE MUTUAL FUNDS61.9K sh

ETF Series Solutions30.4K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Jun 5

MURPHY DIANA M

$2.5M

Sale · Nov 4

BANNISTER DAVID G/

$885.0K

Sale · Nov 1

BANNISTER DAVID G/

$881.8K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore LSTR on stockoscope.com→

Generated September 23, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

LSTR Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.2/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-6

Institutional Flow

50% weight

+20

Fund Flow

10% weight

Overall Smart Money sentiment of 3.2/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 22, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for LSTR

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q2 2026

2 sales totaling $2.8M (12.4K shares)

Limited history to compare against

Sell-only pattern: no insider purchases across 15 quarters

Net insider flow has improved over recent quarters

N/A

Selling pace

insufficient history to compare

3.44%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

in Q2 2026

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, LSTR

Top 5 highest-value insider trades from the last 8 quarters

MURPHY DIANA M

Director

Sell

11,246 shares at $221.28

≈37.4% of their stake at the time

Jun 5, 2026$2.49M

BANNISTER DAVID G/

Director

Sell

5,000 shares at $177.00

≈16.9% of their stake at the time

Nov 4, 2024$885.00K

BANNISTER DAVID G/

Director

Sell

5,000 shares at $176.37

≈14.4% of their stake at the time

Nov 1, 2024$881.84K

Todd James P

CFO

Sell

1,200 shares at $218.17

≈7.4% of their stake at the time

Jun 15, 2026$261.80K

Todd James P

CFO

Sell

1,000 shares at $184.32

≈6.6% of their stake at the time

Nov 6, 2024$184.32K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for LSTR

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

13F filings cover more than 100% of shares this quarter (overlapping reports), so ownership and share-flow figures are unreliable

Moderate accumulation: 407 adding vs 206 reducing

Momentum weakening from prior quarter

+201

Net breadth

407 adding vs 206 reducing

Accumulating

1.98

Add / reduce ratio

in Q2 2026

+67

New − closed

113 initiated, 46 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+407 growing-206 shrinkingNet: +201

113

294

160

New (113)

Increased (294)

Reduced (160)

Closed (46)

Top Institutional Holders, LSTR

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

3.4M

$698.7M

Ownership

9.96%

+4.8%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

3.1M

$638.5M

Ownership

9.10%

-9.8%

AQR CAPITAL MANAGEMENT LLC

2.1M

$439.0M

Ownership

6.25%

+15.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.8M

$371.4M

Ownership

5.29%

+2.7%

VANGUARD CAPITAL MANAGEMENT LLC

1.5M

$317.8M

Ownership

4.53%

+0.6%

BOSTON PARTNERS

1.4M

$297.6M

Ownership

4.24%

+1.5%

STATE STREET CORP

1.1M

$236.2M

Ownership

3.37%

+1.9%

STATE STREET CORP

1.1M

$236.2M

Ownership

3.36%

+1.7%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 310 ETFs and mutual funds reporting

75 buying78 sellingNet: -3

157

Buying (75)

Unchanged (157)

Selling (78)

In total, funds bought 897.1K shares and sold 1.2M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

310 ETFs and mutual funds reporting

75 buying vs 78 selling (balanced)

Top Fund Holders, LSTR

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

283.4K

Weight

1.40%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

61.9K

Weight

0.01%

Jul 31, 2026Increased

ETF Series Solutions

30.4K

Weight

98.42%

Jul 31, 2026No change

PFS FUNDS

12.0K

Weight

61.57%

Jul 31, 2026No change

MASSMUTUAL PREMIER FUNDS

3.9K

Weight

0.02%

Jun 30, 2026No change

AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.

3.8K

Weight

0.19%

Jun 30, 2026Increased

LAZARD FUNDS INC

3.8K

Weight

0.01%

Jun 30, 2026Decreased

BNY MELLON INVESTMENT PORTFOLIOS

3.7K

Weight

1.34%

Jun 30, 2026No change

Landstar System, Inc.· LSTR

Holdings Analysis

Insider Trading Activity

1.3Transaction History58Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings138Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History58Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings138Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights