LSTRNasdaqTrucking (No Local)Fiscal year ends December 30
LANDSTAR SYSTEM INC
Financials through Q1 FY2026, quarter ended Mar 28, 2026Last filing: 10-Q on Jul 29, 2026
$168.36−3.29 (-1.92%)
Close on Oct 19, 2026
- Market cap
- $5.73B
- P/E (TTM)
- 46.5
- Dividend yield
- 2.11%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
34M of 34M shares
Institutional holders
545
113 new, 39 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $2.75M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,373,940 | 9.40% | 13G (passive) amendment | Dec 31, 2023 |
| Kayne Anderson Rudnick Investment Management, LLC | 3,087,534 | 9.10% | 13G (passive) amendment | Jun 30, 2026 |
| AQR Capital Management, LLC | 1,835,604 | 5.40% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 1,791,653 | 5.27% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 1,756,831 | 5.17% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LSTR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,378,380 | 9.95% | $698.68M | +145,195 | 0.01% |
| Kayne Anderson Rudnick Investment Management LLC | 3,087,226 | 9.10% | $638.47M | −345,017 | 1.98% |
| Aqr Capital Management LLC | 2,122,575 | 6.25% | $438.97M | +286,971 | 0.15% |
| Vanguard Portfolio Management LLC | 1,796,040 | 5.29% | $371.44M | +43,329 | 0.02% |
| Vanguard Capital Management LLC | 1,536,660 | 4.53% | $317.80M | +4,760 | 0.01% |
| Boston Partners | 1,438,306 | 4.24% | $297.58M | +18,093 | 0.26% |
| State Street Corp | 1,142,351 | 3.37% | $236.25M | +18,685 | 0.01% |
| Geode Capital Management, LLC | 988,727 | 2.91% | $204.51M | +53,801 | 0.01% |
| First Trust Advisors LP | 836,918 | 2.47% | $173.08M | −281,636 | 0.10% |
| Jacobs Levy Equity Management, Inc | 742,490 | 2.19% | $153.55M | −2,738 | 0.55% |
| Northern Trust Corp | 698,921 | 2.06% | $144.54M | −22,409 | 0.02% |
| Dimensional Fund Advisors LP | 655,088 | 1.93% | $135.48M | −28,031 | 0.02% |
| Millennium Management LLC | 607,415 | 1.79% | $125.62M | +125,320 | 0.05% |
| Reinhart Partners, LLC. | 569,090 | 1.68% | $117.70M | −113,446 | 2.69% |
| Goldman Sachs Group Inc | 526,203 | 1.55% | $108.82M | +77,294 | 0.01% |
| Morgan Stanley | 509,919 | 1.50% | $105.46M | −146,199 | 0.01% |
| Fenimore Asset Management Inc | 506,585 | 1.49% | $104.77M | −59,479 | 2.17% |
| Lord, Abbett & Co. LLC | 432,264 | 1.27% | $89.40K | +82,870 | 0.26% |
| Norges Bank | 391,307 | 1.15% | $80.93M | New | 0.01% |
| UBS Group AG | 390,375 | 1.15% | $80.73M | +112,626 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 545 | 34M | 100.0% | 113 / 182 | 156 / 39 | 4M | 5M |
| Q1 2026 | 480 | 36M | 100.0% | 98 / 190 | 114 / 47 | 8M | 5M |
| Q4 2025 | 437 | 35M | 100.0% | 73 / 128 | 165 / 54 | 4M | 5M |
| Q3 2025 | 426 | 36M | 100.0% | 54 / 130 | 171 / 56 | 4M | 4M |
| Q2 2025 | 434 | 36M | 100.0% | 52 / 166 | 145 / 54 | 3M | 2M |
| Q1 2025 | 440 | 36M | 100.0% | 48 / 151 | 159 / 62 | 2M | 2M |
| Q4 2024 | 458 | 35M | 100.0% | 54 / 164 | 152 / 56 | 3M | 2M |
| Q3 2024 | 469 | 35M | 100.0% | 54 / 161 | 170 / 42 | 5M | 2M |
| Q2 2024 | 463 | 36M | 100.0% | 52 / 150 | 173 / 53 | 2M | 8M |
| Q1 2024 | 468 | 42M | 100.0% | 58 / 165 | 147 / 52 | 5M | 1M |
| Q4 2023 | 466 | 39M | 100.0% | 62 / 148 | 182 / 54 | 5M | 2M |
| Q3 2023 | 467 | 35M | 100.0% | 60 / 141 | 174 / 39 | 1M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LSTR | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,161,320 | 3.42% | $240.17M | 0.19% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,077,810 | 3.18% | $222.90M | 0.01% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 779,051 | 2.30% | $161.12M | 1.40% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 778,346 | 2.29% | $160.97M | 0.09% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 694,049 | 2.05% | $143.54M | 0.62% | Jun 30, 2026 |
| Virtus KAR Small-Cap Core Fund | 443,232 | 1.31% | $91.66M | 5.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 389,164 | 1.15% | $80.48M | 0.08% | Jun 30, 2026 |
| PIMCO RAE US Small Fund | 344,795 | 1.02% | $71.31M | 1.88% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 246,452 | 0.73% | $50.97M | 0.08% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF | 225,113 | 0.66% | $39.34M | 0.72% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 224,253 | 0.66% | $46.38M | 0.10% | Jun 30, 2026 |
| Fam Value Fund | 194,800 | 0.57% | $40.29M | 2.21% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 191,967 | 0.57% | $33.55M | 0.03% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 174,684 | 0.51% | $36.14M | 0.08% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 171,754 | 0.51% | $35.52M | 0.19% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Frank A. Lonegro | President & CEO, Director | 23,110 | 0.07% | Feb 3, 2026 |
| Vallie S. Dugas | VP General Counsel & Secretary | 645 | 0.00% | Aug 12, 2026 |
| William C. Clement | VP, Chief Commercial Officer | 4,924 | 0.01% | Aug 4, 2026 |
| James P. Todd | VP and CFO | 15,122 | 0.04% | Jun 16, 2026 |
| Matthew Miller | Chief Safety & Operations | 4,841 | 0.01% | Mar 17, 2026 |
| Terri M. Lewis | Chief Human Resources Officer | 4,511 | 0.01% | Feb 25, 2026 |
| Michael K. Kneller | VP General Counsel & Secy | 63,560 | 0.19% | Feb 3, 2026 |
| Matthew M. Dannegger | Chief Field Sales Officer | 5,556 | 0.02% | Feb 3, 2026 |
| James M. Applegate | Chief Corp Sales, Strat, S Frt | 8,102 | 0.02% | Feb 3, 2026 |
| Ricardo S. Coro | Vice President - CIO | 22,855 | 0.07% | Feb 3, 2026 |
| Joseph J. Beacom | President of LSHI | 40,442 | 0.12% | Feb 18, 2025 |
| Aimee M. Cooper | VP & CAO | 16,346 | 0.05% | Feb 4, 2025 |
| Diana M. Murphy | Director | 18,853 | 0.06% | Jun 8, 2026 |
| Melanie M. Hart | Director | 1,470 | 0.00% | May 8, 2026 |
| David G/ Bannister | Director | 26,513 | 0.08% | May 8, 2026 |
| Teresa L. White | Director | 4,658 | 0.01% | May 8, 2026 |
| Dr. Homaira Akbari | Director | 16,474 | 0.05% | May 8, 2026 |
| George P. Scanlon | Director | 9,483 | 0.03% | May 8, 2026 |
| James L. Liang | Director | 4,878 | 0.01% | May 8, 2026 |
| Jonathan Barr Blanton | Director | 1,470 | 0.00% | May 8, 2026 |
| Anthony J. Orlando | Director | 14,029 | 0.04% | May 20, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William C. Clement VP, Chief Commercial Officer | Aug 1, 2026 | Award | +4,924 | – | – | 4,924 |
| James P. Todd VP and CFO | Jun 15, 2026 | Sale | −1,200 | $218.17 | $261.80K | 15,122 |
| Diana M. Murphy Director | Jun 5, 2026 | Sale | −11,246 | $221.28 | $2.49M | 18,853 |
| Melanie M. Hart Director | May 6, 2026 | Award | +825 | – | – | 1,470 |
| Teresa L. White Director | May 6, 2026 | Award | +825 | – | – | 4,658 |
| James L. Liang Director | May 6, 2026 | Award | +825 | – | – | 4,658 |
| David G/ Bannister Director | May 6, 2026 | Award | +825 | – | – | 26,513 |
| Diana M. Murphy Director | May 6, 2026 | Award | +825 | – | – | 30,099 |
| George P. Scanlon Director | May 6, 2026 | Award | +825 | – | – | 9,483 |
| Dr. Homaira Akbari Director | May 6, 2026 | Award | +825 | – | – | 13,974 |
| Jonathan Barr Blanton Director | May 6, 2026 | Award | +825 | – | – | 1,470 |
| Matthew Miller Chief Safety & Operations | Mar 15, 2026 | Tax withholding | −130 | $146.78 | $19.08K | 4,841 |
| Terri M. Lewis Chief Human Resources Officer | Feb 23, 2026 | Award | +3,342 | – | – | 4,511 |
| Terri M. Lewis Chief Human Resources Officer | Feb 23, 2026 | Award | +1,169 | – | – | 1,169 |
| Frank A. Lonegro President & CEO, Director | Feb 2, 2026 | Tax withholding | −2,085 | $154.55 | $322.24K | 23,110 |
| Michael K. Kneller VP General Counsel & Secy | Jan 31, 2026 | Tax withholding | −365 | $148.91 | $54.35K | 63,560 |
| Frank A. Lonegro President & CEO, Director | Jan 31, 2026 | Tax withholding | −922 | $148.91 | $137.30K | 25,195 |
| Matthew Miller Chief Safety & Operations | Jan 31, 2026 | Tax withholding | −159 | $148.91 | $23.68K | 4,971 |
| Ricardo S. Coro Vice President - CIO | Jan 31, 2026 | Tax withholding | −366 | $148.91 | $54.50K | 22,855 |
| Matthew M. Dannegger Chief Field Sales Officer | Jan 31, 2026 | Tax withholding | −357 | $148.91 | $53.16K | 5,556 |
| James M. Applegate Chief Corp Sales, Strat, S Frt | Jan 31, 2026 | Tax withholding | −227 | $148.91 | $33.80K | 8,102 |
| James P. Todd VP and CFO | Jan 31, 2026 | Tax withholding | −519 | $148.91 | $77.28K | 16,322 |
| Michael K. Kneller VP General Counsel & Secy | Jan 30, 2026 | Award | +1,678 | – | – | 63,925 |
| Frank A. Lonegro President & CEO, Director | Jan 30, 2026 | Award | +6,715 | – | – | 26,117 |
| Matthew Miller Chief Safety & Operations | Jan 30, 2026 | Award | +1,678 | – | – | 5,130 |
| Ricardo S. Coro Vice President - CIO | Jan 30, 2026 | Award | +1,678 | – | – | 23,221 |
| Matthew M. Dannegger Chief Field Sales Officer | Jan 30, 2026 | Award | +1,175 | – | – | 5,913 |
| James M. Applegate Chief Corp Sales, Strat, S Frt | Jan 30, 2026 | Award | +1,175 | – | – | 8,329 |
| James P. Todd VP and CFO | Jan 30, 2026 | Award | +1,678 | – | – | 16,841 |
| Jonathan Barr Blanton Director | Oct 31, 2025 | Award | +645 | – | – | 645 |
| Melanie M. Hart Director | Oct 31, 2025 | Award | +645 | – | – | 645 |
| George P. Scanlon Director | May 19, 2025 | Award | +1,043 | – | – | 8,658 |
| James L. Liang Director | May 19, 2025 | Award | +1,043 | – | – | 3,833 |
| Diana M. Murphy Director | May 19, 2025 | Award | +1,043 | – | – | 29,274 |
| Teresa L. White Director | May 19, 2025 | Award | +1,043 | – | – | 3,833 |
| David G/ Bannister Director | May 19, 2025 | Award | +1,043 | – | – | 25,688 |
| Dr. Homaira Akbari Director | May 19, 2025 | Award | +1,043 | – | – | 13,149 |
| Anthony J. Orlando Director | May 19, 2025 | Award | +1,043 | – | – | 14,029 |
| Matthew Miller Chief Safety & Operations | Mar 15, 2025 | Tax withholding | −152 | $149.09 | $22.66K | 3,452 |
| Frank A. Lonegro President & CEO, Director | Feb 2, 2025 | Tax withholding | −2,085 | $165.27 | $344.59K | 19,402 |
| Joseph J. Beacom President of LSHI | Jan 31, 2025 | Tax withholding | −393 | $165.27 | $64.95K | 20,442 |
| Matthew Miller Chief Safety & Operations | Jan 31, 2025 | Tax withholding | −86 | $165.27 | $14.21K | 3,604 |
| Matthew Miller Chief Safety & Operations | Jan 31, 2025 | Award | +1,058 | – | – | 3,690 |
| Ricardo S. Coro Vice President - CIO | Jan 31, 2025 | Award | +1,512 | – | – | 21,936 |
| Ricardo S. Coro Vice President - CIO | Jan 31, 2025 | Tax withholding | −393 | $165.27 | $64.95K | 21,543 |
| James M. Applegate Chief Corp Sales, Strat, S Frt | Jan 31, 2025 | Tax withholding | −144 | $165.27 | $23.80K | 7,154 |
| James M. Applegate Chief Corp Sales, Strat, S Frt | Jan 31, 2025 | Award | +1,058 | – | – | 7,298 |
| Aimee M. Cooper VP & CAO | Jan 31, 2025 | Tax withholding | −167 | $165.27 | $27.60K | 16,346 |
| Aimee M. Cooper VP & CAO | Jan 31, 2025 | Award | +756 | – | – | 16,513 |
| Frank A. Lonegro President & CEO, Director | Jan 31, 2025 | Award | +6,050 | – | – | 21,941 |
| Frank A. Lonegro President & CEO, Director | Jan 31, 2025 | Tax withholding | −454 | $165.27 | $75.03K | 21,487 |
| James P. Todd VP and CFO | Jan 31, 2025 | Tax withholding | −432 | $165.27 | $71.40K | 15,163 |
| James P. Todd VP and CFO | Jan 31, 2025 | Award | +1,512 | – | – | 15,595 |
| Michael K. Kneller VP General Counsel & Secy | Jan 31, 2025 | Tax withholding | −392 | $165.27 | $64.79K | 62,247 |
| Michael K. Kneller VP General Counsel & Secy | Jan 31, 2025 | Award | +1,512 | – | – | 62,639 |
| Matthew M. Dannegger Chief Field Sales Officer | Jan 31, 2025 | Tax withholding | −63 | $165.27 | $10.41K | 4,738 |
| Matthew M. Dannegger Chief Field Sales Officer | Jan 31, 2025 | Award | +1,058 | – | – | 4,801 |
| Matthew Miller Chief Safety & Operations | Dec 13, 2024 | Discretionary | −144 | $186.91 | $26.92K | 0 |
| James P. Todd VP and CFO | Nov 6, 2024 | Sale | −1,000 | $184.32 | $184.32K | 14,083 |
| David G/ Bannister Director | Nov 4, 2024 | Sale | −5,000 | $177.00 | $885.00K | 24,645 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| James P. Todd Officer | Jun 9, 2026 | 1,200 | $270.44K | Jun 9, 2026 | Stock vesting |
| M. Murphy Diana Director | Jun 5, 2026 | 11,246 | $2.49M | Jun 5, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Anthony J. Orlando Director | May 27, 2026 | 14,029 | $1.81M | May 27, 2026 | Stock Award |
| Kneller Michael former affiliate | May 27, 2026 | 26,443 | $5.35M | May 27, 2026 | Restricted stock vesting under a registered plan |
| James P. Todd Officer | Nov 1, 2024 | 1,000 | $177.00K | Nov 1, 2024 | Stock vesting |
| David G/ Bannister Board Member | Nov 1, 2024 | 10,000 | $1.77M | Nov 1, 2024 | Stock Bonus |
| Kneller Michael Affiliate | Feb 5, 2024 | 12,219 | $2.33M | Feb 5, 2024 | Employee stock unit award(s) |
| Joseph J. Beacom Member of immediate family of any of the foregoing | Jul 31, 2023 | 10,000 | $2.04M | Jul 31, 2023 | Compensation |