LANDSTAR SYS INC LSTR
COM · Common Stock · CUSIP 515098101 · ISIN US5150981018
Transportation services company specializing in logistics
- SectorIndustrials
- IndustryTrucking (No Local)
- HeadquartersJacksonville, FL
- Founded1988
- Websitelandstar.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($42.6m this quarter). Holder counts are more reliable. Shares outstanding: 33.9m as of 2026-07-20, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $206.54. Options: 6 managers hold calls ($8.0m notional), 6 hold puts ($2.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 406 |
| Q4 2022 | 436 |
| Q1 2023 | 448 |
| Q2 2023 | 450 |
| Q3 2023 | 468 |
| Q4 2023 | 466 |
| Q1 2024 | 468 |
| Q2 2024 | 463 |
| Q3 2024 | 469 |
| Q4 2024 | 459 |
| Q1 2025 | 441 |
| Q2 2025 | 436 |
| Q3 2025 | 426 |
| Q4 2025 | 438 |
| Q1 2026 | 480 |
| Q2 2026 | 545 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 208 | 212 |
| Q4 2024 | 189 | 207 |
| Q1 2025 | 188 | 222 |
| Q2 2025 | 214 | 199 |
| Q3 2025 | 180 | 227 |
| Q4 2025 | 189 | 218 |
| Q1 2026 | 278 | 159 |
| Q2 2026 | 290 | 195 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $12.1m | $15.7m | 1.30 |
| Q4 2025 | $1.7m | $5.6m | 3.25 |
| Q1 2026 | $8.6m | $8.5m | 0.99 |
| Q2 2026 | $8.0m | $2.3m | 0.29 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +287.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +206.0k |
| BlackRock, Inc. | Added | +145.2k |
| PRUDENTIAL FINANCIAL INC | Added | +134.9k |
| Quantinno Capital Management LP | Added | +133.3k |
| MILLENNIUM MANAGEMENT LLC | Added | +125.3k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +115.8k |
| UBS Group AG | Added | +112.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +100.7k |
| Encompass Capital Advisors LLC | New | +100.0k |
Biggest sellers
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -1.1m |
| BANK OF MONTREAL /CAN/ | Reduced | -363.6k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -345.0k |
| FIRST TRUST ADVISORS LP | Reduced | -281.6k |
| Balyasny Asset Management L.P. | Reduced | -207.2k |
| JPMORGAN CHASE & CO | Reduced | -196.4k |
| SG Americas Securities, LLC | Reduced | -195.5k |
| Turas Capital Management LP | Sold out | -183.5k |
| Schonfeld Strategic Advisors LLC | Reduced | -161.4k |
| MORGAN STANLEY | Reduced | -146.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.1m19.9k shares |
| IMC-Chicago, LLC | Added | $1.6m7.6k shares |
| CITADEL ADVISORS LLC | Reduced | $1.5m7.3k shares |
| JANE STREET GROUP, LLC | Reduced | $434.3k2.1k shares |
| SIMPLEX TRADING, LLC | Added | $330.9k1.6k shares |
| Walleye Trading LLC | Reduced | $41.4k200 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $951.3k4.6k shares |
| IMC-Chicago, LLC | Reduced | $496.3k2.4k shares |
| CITADEL ADVISORS LLC | Reduced | $475.7k2.3k shares |
| Walleye Trading LLC | Reduced | $186.1k900 shares |
| SIMPLEX TRADING, LLC | Reduced | $186.1k900 shares |
| GROUP ONE TRADING LLC | New | $20.7k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution -1.6 pts · filed 2026-08-13 | 9.1% |
| AQR CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-05-14 | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), MORGAN STANLEY (4.4%, 2026-02-12)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $2.0m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 2 | $2.8m | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-15 | Todd James P VP and CFO | Sold | $261.8k1.2k shares |
| 2026-06-05 | MURPHY DIANA M Director | Sold | $2.5m11.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 3.4m $698.7m | Added +145.2k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.98% of their portfolio | 3.1m $638.5m | Reduced -345.0k |
| AQR CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 2.1m $439.0m | Added +287.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 1.8m $371.4m | Added +43.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.5m $317.8m | Added +4.8k |
| Boston Partners 0.26% of their portfolio | 1.4m $297.6m | Added +18.1k |
| STATE STREET CORP 0.01% of their portfolio | 1.1m $236.2m | Added +18.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 988.7k $204.5m | Added +53.8k |
| FIRST TRUST ADVISORS LP 0.10% of their portfolio | 836.9k $173.1m | Reduced -281.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.55% of their portfolio | 742.5k $153.6m | Reduced -2.7k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 698.9k $144.5m | Reduced -22.4k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 655.1k $135.5m | Reduced -28.0k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 607.4k $125.6m | Added +125.3k |
| REINHART PARTNERS, LLC. 2.69% of their portfolio | 569.1k $117.7m | Reduced -113.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 526.2k $108.8m | Added +77.3k |
| MORGAN STANLEY 0.01% of their portfolio | 509.9k $105.5m | Reduced -146.2k |
| Fenimore Asset Management Inc 2.17% of their portfolio | 506.6k $104.8m | Reduced -59.5k |
| LORD, ABBETT & CO. LLC 0.26% of their portfolio | 432.3k $89.4m | Added +82.9k |
| NORGES BANK 0.01% of their portfolio | 391.3k $80.9m | Not comparable |
| UBS Group AG 0.01% of their portfolio | 390.4k $80.7m | Added +112.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 381.2k $78.8m | Reduced -2.5k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 349.4k $72.2m | Added +901 |
| Bank of New York Mellon Corp 0.01% of their portfolio | 331.3k $68.5m | Reduced -16.6k |
| Copeland Capital Management, LLC 1.36% of their portfolio | 320.0k $66.2m | Reduced -57.4k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 319.8k $66.1m | Added +12.4k |
| Invesco Ltd. 0.01% of their portfolio | 307.0k $63.5m | Added +30.6k |
| Quantinno Capital Management LP 0.08% of their portfolio | 306.6k $63.4m | Added +133.3k |
| Gotham Asset Management, LLC 0.14% of their portfolio | 281.6k $58.2m | Added +5.2k |
| Boston Trust Walden Corp 0.40% of their portfolio | 255.4k $52.8m | Reduced -13.7k |
| Balyasny Asset Management L.P. 0.10% of their portfolio | 252.4k $52.2m | Reduced -207.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 248.2k $51.3m | Reduced -1.9k |
| FMR LLC 0.00% of their portfolio | 236.7k $48.9m | Added +70.8k |
| ROYCE & ASSOCIATES LP 0.38% of their portfolio | 231.0k $47.8m | Added +383 |
| Corient Private Wealth LP 0.06% of their portfolio | 218.5k $45.2m | Reduced -85.9k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 216.1k $44.7m | Added +4.2k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 215.1k $34.5m | Reduced -125.5k |
| Jupiter Topco LLC 0.02% of their portfolio | 213.7k $44.2m | First filing |
| LONDON CO OF VIRGINIA 0.25% of their portfolio | 213.2k $44.1m | Reduced -9.3k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 206.2k $42.6m | Added +206.0k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 201.0k $41.6m | Reduced -11.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 166.4k $35.1m | Reduced -196.4k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 163.4k $33.8m | Added +95.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 157.7k $32.6m | Added +100.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 156.1k $32.3m | Added +19.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 152.5k $31.5m | Reduced -17.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 137.7k $28.5m | Added +115.8k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 136.8k $28.3m | Added +134.9k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 127.4k $26.4m | Added +82.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 122.1k $25.2m | Reduced -6.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 110.2k $22.8m | Added +29.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 105.2k $21.8m | Reduced -4.4k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 102.3k $21.2m | Added +1.0k |
| Walleye Capital LLC 0.10% of their portfolio | 101.8k $21.0m | Added +15.9k |
| Encompass Capital Advisors LLC 0.89% of their portfolio | 100.0k $20.7m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 95.8k $19.8m | Added +10.8k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 89.2k $18.4m | Added +1.9k |
| FWL INVESTMENT MANAGEMENT, LLC 3.25% of their portfolio | 85.6k $17.7m | Added +3.2k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 85.3k $17.6m | Reduced -8.1k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 83.3k $17.4m | Added +1.8k |
| Clarkston Capital Partners, LLC 1.44% of their portfolio | 82.5k $17.1m | Reduced -24.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 76.9k $15.9m | Added +897 |
| ALPS ADVISORS INC 0.07% of their portfolio | 76.2k $15.8m | Reduced -8.6k |
| California Public Employees Retirement System 0.01% of their portfolio | 74.9k $15.5m | Added +4.3k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 72.9k $15.1m | New |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 71.5k $14.8m | Reduced -20.4k |
| Nuveen, LLC 0.00% of their portfolio | 70.7k $14.6m | Added +16.7k |
| Swiss National Bank 0.01% of their portfolio | 68.2k $14.1m | Added +200 |
| PARTHENON LLC 1.44% of their portfolio | 67.1k $13.9m | Added +225 |
| Man Group plc 0.02% of their portfolio | 64.4k $13.3m | Reduced -11.0k |
| BARCLAYS PLC 0.00% of their portfolio | 63.1k $13.1m | Reduced -5.9k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 58.6k $12.1m | New |
| Retirement Systems of Alabama 0.04% of their portfolio | 56.5k $11.7m | Reduced -6.7k |
| Mariner, LLC 0.01% of their portfolio | 55.7k $11.5m | Added +11.1k |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1.74% of their portfolio | 53.5k $11.1m | Reduced -1.7k |
| ArrowMark Colorado Holdings LLC 0.46% of their portfolio | 53.1k $11.0m | New |
| Legal & General Group Plc 0.00% of their portfolio | 50.9k $10.5m | Added +162 |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 50.6k $10.5m | Reduced -12.6k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 49.5k $10.2m | Reduced -25.4k |
| Trivium Point Advisory, LLC 0.93% of their portfolio | 49.4k $10.2m | Added +41.8k |
| Squarepoint Ops LLC 0.02% of their portfolio | 48.0k $9.9m | Added +27.9k |
| MUFG Securities EMEA plc 0.10% of their portfolio | 47.0k $9.7m | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio | 45.0k $9.3m | Added +969 |
| Empowered Funds, LLC 0.05% of their portfolio | 44.1k $9.1m | Added +39.9k |
| Focus Partners Wealth 0.01% of their portfolio | 43.7k $9.0m | Added +7.5k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 41.7k $8.6m | New |
| Creative Planning 0.00% of their portfolio | 41.1k $8.5m | Added +7.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 39.8k $8.2m | Reduced -1.1k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 39.7k $8.2m | Reduced -12.0k |
| NATIXIS 0.04% of their portfolio | 38.2k $7.9m | Added +11.1k |
| Cerity Partners LLC 0.01% of their portfolio | 37.5k $7.7m | Added +9.1k |
| River Road Asset Management, LLC 0.08% of their portfolio | 36.6k $7.6m | Reduced -87.6k |
| CITIGROUP INC 0.00% of their portfolio | 36.5k $7.5m | Reduced -14.8k |
| REGIONS FINANCIAL CORP 0.04% of their portfolio | 36.3k $7.5m | Reduced -3.6k |
| Bridge City Capital, LLC 1.69% of their portfolio | 35.9k $7.4m | Added +12.3k |
| CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio | 35.7k $7.4m | Added +2.8k |
| Callan Family Office, LLC 0.14% of their portfolio | 35.6k $7.4m | Reduced -850 |
| SG Americas Securities, LLC 0.00% of their portfolio | 35.6k $7.4m | Reduced -195.5k |
| IEQ CAPITAL, LLC 0.03% of their portfolio | 35.5k $7.4m | Added +15.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 35.0k $7.2m | Reduced -7.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 34.9k $7.2m | Added +300 |