Lennox Ownership | Who Owns Lennox?


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Lennox Ownership Summary


Lennox is owned by 66.53% institutional investors, 10.31% insiders, and 23.15% retail investors. Vanguard group is the largest institutional shareholder, holding 10.91% of LII shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.89% of its assets in Lennox shares.

LII Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockLennox66.53%10.31%23.15%
SectorIndustrials Stocks 50.81%11.74%37.45%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group3.88M10.91%$2.37B
Blackrock3.70M10.40%$1.98B
Blackrock funding, inc. /de2.86M8.04%$1.74B
Kayne anderson rudnick investment management1.71M4.81%$1.04B
Morgan stanley1.31M3.69%$702.88M
State street1.20M3.38%$645.79M
Capital investors1.04M2.92%$632.45M
Geode capital management889.03K2.50%$542.37M
Norges bank613.83K1.72%$374.01M
Fisher asset management537.48K1.51%$327.48M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
True north advisors185.08K26.58%$112.77M
Ctf capital management, lp22.00K7.59%$13.40M
Horrell capital management26.66K4.75%$16.24M
Stone run capital16.44K3.94%$10.02M
Hfr wealth management26.66K3.63%$14.26M
Eulav asset management201.21K2.95%$122.60M
Beacon pointe advisors435.55K2.94%$265.38M
Kayne anderson rudnick investment management1.71M2.42%$1.04B
Tilia fiduciary partners4.63K1.92%$2.82M
Naples money management3.55K1.59%$1.86M

Top Buyers

HolderShares% AssetsChange
Vanguard group3.88M0.04%643.99K
Norges bank613.83K0.05%613.83K
Beacon pointe advisors435.55K2.94%435.55K
Geode capital management889.03K0.04%317.94K
Capital investors1.04M0.12%268.69K

Top Sellers

HolderShares% AssetsChange
Blackrock funding, inc. /de2.86M0.04%-775.56K
Citadel advisors15.66K0.00%-369.47K
Seven post investment office lp---247.08K
Blackrock3.70M0.04%-240.18K
American century companies33.23K0.01%-191.31K

New Positions

HolderShares% AssetsChangeValue
Norges bank613.83K0.05%613.83K$374.01M
Beacon pointe advisors435.55K2.94%435.55K$265.38M
Raymond james financial178.62K0.04%178.62K$108.83M
Proficio capital partners102.97K0.01%102.97K$102.97K
Healthcare of ontario pension plan trust fund100.00K0.13%100.00K$60.93M

Sold Out

HolderChange
Claris advisors, llc / mo /-2.00
Gradient investments-2.00
Zions bancorporation, n.a.-3.00
Horizon investments-4.00
Rakuten securities-5.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024581-6.89%23,686,3070.38%661.51%307-6.12%188-0.53%
Sep 30, 202461411.03%23,529,380-7.73%661.29%32117.15%1872.19%
Jun 30, 2024546-0.55%25,494,2996.98%711.60%270-11.18%18116.03%
Mar 31, 20245499.80%23,830,554-0.60%661.48%3045.56%15610.64%
Dec 31, 202350011.61%23,973,5022.12%671.54%28831.51%141-8.44%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF1.03M2.89%-
Vanguard US Total Market Shares ETF1.02M2.86%603.00
Vanguard Total Stock Mkt Idx Inv1.01M2.84%4.52K
Vanguard Institutional 500 Index Trust890.84K2.50%5.58K
Vanguard Small Cap Index818.60K2.30%672.00
Eaton Vance Atlanta Capital SMID-Cap I659.41K1.86%-
Vanguard Institutional Extnd Mkt Idx Tr480.13K1.35%5.86K
Vanguard Small Cap Growth Index Inv459.73K1.29%-2.27K
Fidelity 500 Index401.54K1.13%1.79K
SPDR® S&P 500 ETF399.13K1.12%-5.89K

Recent Insider Transactions


DateNameRoleActivityValue
Feb 21, 2025Kosel Chris VP-Corp Controller and CAOSell$124.97K
Feb 04, 2025Torres John D Executive Vice PresidentSell$416.55K
Feb 04, 2025Torres John D Executive Vice PresidentSell$458.00K
Feb 04, 2025Torres John D Executive Vice PresidentSell$166.46K
Nov 27, 2024Buck Sherry-Sell$330.37K

Insider Transactions Trends


DateBuySell
2025 Q1-3
2024 Q4-9
2024 Q3-40
2024 Q2--
2024 Q1-24

LII Ownership FAQ


Who owns the most shares of Lennox?

Lennox’s largest shareholders are Vanguard group (3.88M shares, 10.91%), Blackrock (3.7M shares, 10.40%), and Blackrock funding, inc. /de (2.86M shares, 8.04%). Together, they hold 29.35% of Lennox’s total shares outstanding.

Does Blackrock own Lennox?

Yes, BlackRock owns 10.40% of Lennox, totaling 3.7M shares as of Jun 2024. This represents 0.04% of BlackRock's total assets, with a market value of 1.98B$. In the last quarter, BlackRock decreased its holdings by -240K shares, a -6.09% change.

Who is Lennox’s biggest shareholder by percentage of total assets invested?

True north advisors is Lennox’s biggest shareholder by percentage of total assets invested, with 26.58% of its assets in 185.08K Lennox shares, valued at 112.77M$.

Who is the top mutual fund holder of Lennox shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Lennox shares, with 2.89% of its total shares outstanding invested in 1.03M Lennox shares.

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