Landstar System Inc (LSTR) shareholders
LSTRNasdaqTrucking (No Local)Fiscal year ends December 30
Financials through Q3 FY2026, quarter ended Sep 26, 2026Last filing: 10-Q on Oct 28, 2026Score 13/3024% above fair value
$149.68+1.66 (+1.12%)
Close on Nov 13, 2026Market cap $5.05BP/E 31.7Yield 2.38%
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
1 buys · 2 sales
Net sold $2.04M
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 Joint filing with AQR Capital Management Holdings, LLC (5.40%) | 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 | 10.02% | $698.68M | +145,195 | 0.01% |
| Kayne Anderson Rudnick Investment Management LLC | 3,087,226 | 9.16% | $638.47M | −345,017 | 1.98% |
| Aqr Capital Management LLC | 2,122,575 | 6.30% | $438.97M | +286,971 | 0.15% |
| Vanguard Portfolio Management LLC | 1,796,040 | 5.33% | $371.44M | +43,329 | 0.02% |
| Vanguard Capital Management LLC | 1,536,660 | 4.56% | $317.80M | +4,760 | 0.01% |
| Boston Partners | 1,438,306 | 4.27% | $297.58M | +18,093 | 0.26% |
| State Street Corp | 1,142,351 | 3.39% | $236.25M | +18,685 | 0.01% |
| Geode Capital Management, LLC | 988,727 | 2.93% | $204.51M | +53,801 | 0.01% |
| First Trust Advisors LP | 836,918 | 2.48% | $173.08M | −281,636 | 0.10% |
| Jacobs Levy Equity Management, Inc | 742,490 | 2.20% | $153.55M | −2,738 | 0.55% |
| Northern Trust Corp | 698,921 | 2.07% | $144.54M | −22,409 | 0.02% |
| Dimensional Fund Advisors LP | 655,088 | 1.94% | $135.48M | −28,031 | 0.02% |
| Millennium Management LLC | 607,415 | 1.80% | $125.62M | +125,320 | 0.05% |
| Reinhart Partners, LLC. | 569,090 | 1.69% | $117.70M | −113,446 | 2.69% |
| Goldman Sachs Group Inc | 526,203 | 1.56% | $108.82M | +77,294 | 0.01% |
| Morgan Stanley | 509,919 | 1.51% | $105.46M | −146,199 | 0.01% |
| Fenimore Asset Management Inc | 506,585 | 1.50% | $104.77M | −59,479 | 2.17% |
| Lord, Abbett & Co. LLC | 432,264 | 1.28% | $89.40M | +82,870 | 0.26% |
| Norges Bank | 391,307 | 1.16% | $80.93M | New | 0.01% |
| UBS Group AG | 390,375 | 1.16% | $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)
434 funds held LSTR in Q2 2026, 47% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of LSTR | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,161,320 | 3.45% | $240.17M | 0.19% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,077,810 | 3.20% | $222.90M | 0.01% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 779,051 | 2.31% | $161.12M | 1.40% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 778,346 | 2.31% | $160.97M | 0.09% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 694,049 | 2.06% | $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 | 0.67% | $39.34M | 0.72% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 224,253 | 0.67% | $46.38M | 0.10% | Jun 30, 2026 |
| Fam Value Fund | 194,800 | 0.58% | $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 | 0.52% | $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 | 28,110 | 0.08% | Nov 2, 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 |
|---|---|---|---|---|---|---|
| Frank A. Lonegro President & CEO, Director | Oct 30, 2026 | Buy | +5,000 | $142.92 | $714.62K | 28,110 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
4.63%
2M shares short
Days to cover
3.0
At 1M shares a day
Change since last report
-4.9%
From 2M shares
Short volume, 20 days
41.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Landstar System's stock actually held short. Settlement fails (shares not delivered on time) peaked at 1,746 shares on Aug 20, 2026 over the last 90 days.
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 |
| Diana M. Murphy 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 |
| Michael K. Kneller 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 |
| Michael K. Kneller 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 |
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