461 tracked 13F filers disclose a position in LSTR as of the latest SEC 13F filings, a combined $5.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $550.2M | 3.4M | ▼−1.9% Reduced · −66K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $518.3M | 3.2M | ▲+3.3% Added · +105K sh | Q1 2026 | |
| 3 | AQR CAPITAL MANAGEMENT LLC | $293.8M | 1.8M | ▲+86% Added · +849K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $281.0M | 1.8M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $245.6M | 1.5M | →First observed position No prior filed position | Q1 2026 | |
| 6 | Boston Partners | $227.8M | 1.4M | ▼−17% Reduced · −295K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $236.2M | 1.1M | ▲+1.7% Added · +19K sh | Q2 2026 | |
| 8 | FIRST TRUST ADVISORS LP | $179.3M | 1.1M | ▲+19% Added · +179K sh | Q1 2026 | |
| 9 | VICTORY CAPITAL MANAGEMENT INC | $172.2M | 1.1M | ▼−5.7% Reduced · −65K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $204.5M | 989K | ▲+5.8% Added · +54K sh | Q2 2026 | |
| 11 | JACOBS LEVY EQUITY MANAGEMENT, INC | $119.5M | 745K | ▲+5.5% Added · +39K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $115.6M | 721K | ▲+12% Added · +79K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $109.5M | 683K | ▲+2.4% Added · +16K sh | Q1 2026 | |
| 14 | REINHART PARTNERS, LLC. | $109.4M | 683K | ▲+3.2% Added · +21K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $105.2M | 656K | ▼−58% Reduced · −922K sh | Q1 2026 | |
| 16 | FENIMORE ASSET MANAGEMENT INC | $90.7M | 566K | ▲+16% Added · +80K sh | Q1 2026 | |
| 17 | MILLENNIUM MANAGEMENT LLC | $77.3M | 482K | ▼−11% Reduced · −60K sh | Q1 2026 | |
| 18 | BALYASNY ASSET MANAGEMENT L.P. | $73.7M | 460K | ▲New +460K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $72.0M | 449K | ▼−19% Reduced · −103K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $61.5M | 384K | ▲+3.8% Added · +14K sh | Q1 2026 | |
| 21 | BANK OF MONTREAL /CAN/ | $59.2M | 370K | ▼−4.5% Reduced · −17K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $56.9M | 363K | ▼−35% Reduced · −193K sh | Q1 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $55.9M | 348K | ▼−1.3% Reduced · −4K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $55.8M | 348K | ▲~0% Added · +24 sh | Q1 2026 | |
| 25 | ALLIANCEBERNSTEIN L.P. | $48.9M | 341K | ▲+21% Added · +59K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in LSTR and 25 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 264 funds | $249.7B |
| AMAZON.COM INCAMZN | 261 funds | $188.1B |
| APPLE INCAAPL | 258 funds | $276.1B |
| NVIDIA CORPNVDA | 256 funds | $357.8B |
| META PLATFORMS INC-CLASS AMETA | 256 funds | $103.1B |
| ALPHABET INC-CL AGOOGL | 254 funds | $147.4B |
| ELI LILLY & COLLY | 254 funds | $71.8B |
| JPMORGAN CHASE & COJPM | 251 funds | $58.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 249 funds | $36.5B |
| ALPHABET INC-CL CGOOG | 248 funds | $118.2B |
| CHEVRON CORPCVX | 248 funds | $29.0B |
| BROADCOM INCAVGO | 247 funds | $145.0B |
Ranked by how many of LSTR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Todd James P | VP and CFO | Sell (S) | 1K | $262K |
| Jun 5, 2026 | MURPHY DIANA M | Director | Sell (S) | 11K | $2.5M |
| Nov 6, 2024 | Todd James P | VP and CFO | Sell (S) | 1K | $184K |
| Nov 4, 2024 | BANNISTER DAVID G/ | Director | Sell (S) | 5K | $885K |
| Nov 1, 2024 | BANNISTER DAVID G/ | Director | Sell (S) | 5K | $882K |
| Feb 5, 2024 | CORO RICARDO S | Vice President - CIO | Sell (S) | 5K | $953K |
| Feb 5, 2024 | Kneller Michael K | VP General Counsel & Secy | Sell (S) | 12K | $2.3M |
| Aug 1, 2023 | Beacom Joseph J | VP, CSO, COO | Sell (S) | 10K | $2.0M |
| May 30, 2023 | Gattoni James B | President & CEO, Director | Sell (S) | 23K | $4.0M |
| Feb 9, 2023 | Beacom Joseph J | VP, CSO, COO | Sell (S) | 7K | $1.3M |
| Feb 9, 2023 | CORO RICARDO S | Vice President - CIO | Sell (S) | 3K | $554K |
| Nov 1, 2022 | Kneller Michael K | VP General Counsel & Secy | Sell (S) | 2K | $314K |
Connected entities for LSTR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LSTR/capital-change-brief"
Use Arkolith's capital_change_brief for LSTR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LSTR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.