Filing Research | LSTR - LANDSTAR SYS INC COM Institutional Holdings

Snapshot holdings

50 / 104 loaded

#		Instrument	quantity
1	REINHART PARTNERS, LLC.	Shares	569.1KSH	$117.7M
2	FENIMORE ASSET MANAGEMENT INC	Shares	506.6KSH	$104.8M
3	Boston Trust Walden Corp	Shares	255.4KSH	$52.8M
4	PARTHENON LLC	Shares	67.1KSH	$13.9M
5	River Road Asset Management, LLC	Shares	36.6KSH	$7.6M
6	GHP Investment Advisors, Inc.	Shares	33.5KSH	$6.9M
7	Assenagon Asset Management S.A.	Shares	29.3KSH	$6.1M
8	Cardinal Capital Management	Shares	25.2KSH	$5.2M
9	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	24.6KSH	$5.1M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.9KSH	$4.2M
11	J.W. COLE ADVISORS, INC.	Shares	19.1KSH	$4.0M
12	Police & Firemen's Retirement System of New Jersey	Shares	15.3KSH	$3.2M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	10.1KSH	$2.1M
14	Louisiana State Employees Retirement System	Shares	9.9KSH	$2.0M
15	Balefire, LLC	Shares	9.6KSH	$2.0M
16	Confluence Wealth Services, Inc.	Shares	9.2KSH	$1.9M
17	Linden Thomas Advisory Services, LLC	Shares	9.2KSH	$1.9M
18	Crossmark Global Holdings, Inc.	Shares	8.7KSH	$1.8M
19	DAVENPORT & Co LLC	Shares	8.2KSH	$1.7M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.1KSH	$1.7M
21	JOHNSON INVESTMENT COUNSEL INC	Shares	7.1KSH	$1.5M
22	Merit Financial Group, LLC	Shares	5.6KSH	$1.2M
23	Impact Capital Partners LLC	Shares	4.5KSH	$925.9K
24	D.A. DAVIDSON & CO.	Shares	3.5KSH	$720.9K
25	Sequoia Financial Advisors, LLC	Shares	3.5KSH	$715.8K
26	Sivia Capital Partners, LLC	Shares	3.2KSH	$657.2K
27	Fairvoy Private Wealth, LLC	Shares	2.8KSH	$570.2K
28	GAMMA Investing LLC	Shares	2.8KSH	$570.2K
29	Apollon Wealth Management, LLC	Shares	2.7KSH	$562.9K
30	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	2.7KSH	$556.9K
31	FULTON BANK, N.A.	Shares	2.6KSH	$541.8K
32	Curbstone Financial Management Corp	Shares	2.6KSH	$541.0K
33	Legacy Wealth Asset Management, LLC	Shares	2.6KSH	$538.5K
34	SECURIAN ASSET MANAGEMENT, INC	Shares	2.5KSH	$538.2K
35	Fifth Third Wealth Advisors LLC	Shares	2.2KSH	$464.1K
36	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.0KSH	$421.5K
37	NorthCrest Asset Manangement, LLC	Shares	1.7KSH	$361.4K
38	CV Advisors LLC	Shares	1.7KSH	$359.8K
39	WADDELL & ASSOCIATES, LLC	Shares	1.7KSH	$348.7K
40	BENJAMIN EDWARDS INC	Shares	1.6KSH	$339.5K
41	Envestnet Portfolio Solutions, Inc.	Shares	1.5KSH	$311.1K
42	Harold Davidson & Associates Inc.	Shares	1.4KSH	$299.9K
43	Morningstar Investment Management LLC	Shares	1.8KSH	$296.3K
44	SIGNATUREFD, LLC	Shares	1.4KSH	$290.8K
45	Castleview Partners, LLC	Shares	1.2KSH	$250.4K
46	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$239.1K
47	Baker Ellis Asset Management LLC	Shares	1.1KSH	$218.6K
48	Symmetry Partners, LLC	Shares	1.0KSH	$213.8K
49	Capstone Wealth Management, LLC	Shares	988SH	$204.3K
50	Farther Finance Advisors, LLC	Shares	969SH	$200.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 113 loaded

#		Instrument
1	FENIMORE ASSET MANAGEMENT INC trimmed	Shares	-59.5K	+$14.0M	$104.8M
2	Boston Trust Walden Corp trimmed	Shares	-13.7K	+$9.7M	$52.8M
3	REINHART PARTNERS, LLC. trimmed	Shares	-113.4K	+$8.3M	$117.7M
4	Assenagon Asset Management S.A. new	Shares	+29.3K	+$6.1M	$6.1M
5	J.W. COLE ADVISORS, INC. new	Shares	+19.1K	+$4.0M	$4.0M
6	PARTHENON LLC added	Shares	+225	+$3.2M	$13.9M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.0K	+$1.8M	$4.2M
8	Crossmark Global Holdings, Inc. new	Shares	+8.7K	+$1.8M	$1.8M
9	GHP Investment Advisors, Inc. trimmed	Shares	-1.7K	+$1.3M	$6.9M
10	Cardinal Capital Management trimmed	Shares	-354	+$1.1M	$5.2M
11	Police & Firemen's Retirement System of New Jersey added	Shares	+770	+$834.1K	$3.2M
12	Fairvoy Private Wealth, LLC new	Shares	+2.8K	+$570.2K	$570.2K
13	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+2.7K	+$556.9K	$556.9K
14	Linden Thomas Advisory Services, LLC added	Shares	+762	+$551.2K	$1.9M
15	Confluence Wealth Services, Inc. added	Shares	+308	+$479.2K	$1.9M
16	Louisiana State Employees Retirement System unchanged	Shares	0	+$460.4K	$2.0M
17	Balefire, LLC added	Shares	+12	+$450.1K	$2.0M
18	JOHNSON INVESTMENT COUNSEL INC added	Shares	+450	+$400.8K	$1.5M
19	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-4.8K	+$371.7K	$5.1M
20	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-685	+$360.1K	$2.1M
21	CV Advisors LLC new	Shares	+1.7K	+$359.8K	$359.8K
22	Merit Financial Group, LLC added	Shares	+598	+$354.8K	$1.2M
23	DAVENPORT & Co LLC trimmed	Shares	-340	+$326.8K	$1.7M
24	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-412	+$311.6K	$1.7M
25	GAMMA Investing LLC added	Shares	+667	+$235.1K	$570.2K
26	Impact Capital Partners LLC added	Shares	+106	+$225.2K	$925.9K
27	Fifth Third Wealth Advisors LLC added	Shares	+731	+$221.5K	$464.1K
28	Baker Ellis Asset Management LLC new	Shares	+1.1K	+$218.6K	$218.6K
29	Symmetry Partners, LLC new	Shares	+1.0K	+$213.8K	$213.8K
30	Capstone Wealth Management, LLC new	Shares	+988	+$204.3K	$204.3K
31	D.A. DAVIDSON & CO. added	Shares	+22	+$165.6K	$720.9K
32	FULTON BANK, N.A. added	Shares	+194	+$152.9K	$541.8K
33	NorthCrest Asset Manangement, LLC added	Shares	+441	+$149.3K	$361.4K
34	Sivia Capital Partners, LLC unchanged	Shares	0	+$147.8K	$657.2K
35	Farther Finance Advisors, LLC added	Shares	+552	+$133.1K	$200.5K
36	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$130.4K	$538.2K
37	Curbstone Financial Management Corp unchanged	Shares	0	+$121.6K	$541.0K
38	Legacy Wealth Asset Management, LLC trimmed	Shares	-9	+$119.6K	$538.5K
39	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+149	+$118.7K	$421.5K
40	Versant Capital Management, Inc added	Shares	+475	+$115.2K	$173.5K
41	Sequoia Financial Advisors, LLC trimmed	Shares	-290	+$114.5K	$715.8K
42	SIGNATUREFD, LLC added	Shares	+28	+$69.9K	$290.8K
43	Harold Davidson & Associates Inc. unchanged	Shares	0	+$67.4K	$299.9K
44	WADDELL & ASSOCIATES, LLC trimmed	Shares	-82	+$65.3K	$348.7K
45	Atlatl Advisers LLC new	Shares	+269	+$55.6K	$55.6K
46	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+95	+$47.5K	$143.3K
47	EverSource Wealth Advisors, LLC trimmed	Shares	-100	+$37.7K	$239.1K
48	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	+$29.4K	$130.7K
49	Center for Financial Planning, Inc. unchanged	Shares	0	+$27.9K	$124.1K
50	True Wealth Design, LLC added	Shares	+100	+$25.9K	$44.1K

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