Lennox Ownership | Who Owns Lennox?
Lennox Ownership Summary
Lennox is owned by 66.09% institutional investors, 10.40% insiders, and 23.50% retail investors. Blackrock is the largest institutional shareholder, holding 10.40% of LII shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.84% of its assets in Lennox shares.
LII Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lennox | 66.09% | 10.40% | 23.50% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.70M | 10.40% | $1.98B |
| Vanguard group | 3.25M | 9.14% | $1.74B |
| Kayne anderson rudnick investment management | 1.66M | 4.68% | $890.52M |
| Morgan stanley | 1.31M | 3.69% | $702.88M |
| Mather group, llc. | 1.26M | 3.53% | $614.35M |
| State street | 1.20M | 3.38% | $645.79M |
| Capital investors | 703.72K | 1.98% | $376.48M |
| Norges bank | 574.13K | 1.61% | $307.15M |
| Geode capital management | 558.91K | 1.57% | $299.55M |
| Wellington management group llp | 532.91K | 1.50% | $285.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| True north advisors | 188.70K | 26.97% | $100.95M |
| Seven post investment office lp | 247.08K | 24.48% | $132.18M |
| Ctf capital management, lp | 24.58K | 8.48% | $13.15M |
| Mather group, llc. | 1.26M | 7.57% | $614.35M |
| Horrell capital management | 29.56K | 4.59% | $15.81M |
| Stone run capital | 17.04K | 3.64% | $9.11M |
| Hfr wealth management | 26.66K | 3.63% | $14.26M |
| Lafayette investments | 21.44K | 2.61% | $11.47M |
| Eulav asset management | 174.50K | 2.52% | $93.35M |
| Kodai capital management lp | 246.11K | 2.51% | $131.66M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mather group, llc. | 1.26M | 7.57% | 1.26M |
| Capital investors | 703.72K | 0.08% | 703.72K |
| Norges bank | 574.13K | 0.05% | 574.13K |
| American century companies | 103.63K | 0.03% | 86.90K |
| Baird financial group | 84.84K | 0.09% | 83.99K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Beacon pointe advisors | - | - | -552.05K |
| Citadel advisors | 15.66K | 0.00% | -369.47K |
| Blackrock | 3.70M | 0.04% | -240.18K |
| Balyasny asset management | - | - | -188.27K |
| Alyeska investment group | - | - | -154.33K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Capital investors | 703.72K | 0.08% | 703.72K | $376.48M |
| Norges bank | 574.13K | 0.05% | 574.13K | $307.15M |
| Corebridge financial | 40.95K | 0.12% | 40.95K | $21.91M |
| Grantham, mayo, van otterloo | 25.17K | 0.05% | 25.17K | $13.46M |
| Driehaus capital management | 20.78K | 0.11% | 20.78K | $11.11M |
Sold Out
| Holder | Change |
|---|---|
| Gradient investments | -2.00 |
| Zions bancorporation, n.a. | -3.00 |
| Benjamin f. edwards & company | -8.00 |
| Magellan asset management | -9.00 |
| Abich financial wealth management | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 614 | 11.03% | 23,529,380 | -7.73% | 66 | 1.29% | 321 | 17.15% | 187 | 2.19% |
| Jun 30, 2024 | 546 | -0.55% | 25,494,299 | 6.98% | 71 | 1.60% | 270 | -11.18% | 181 | 16.03% |
| Mar 31, 2024 | 549 | 9.80% | 23,830,554 | -0.60% | 66 | 1.48% | 304 | 5.56% | 156 | 10.64% |
| Dec 31, 2023 | 500 | 11.61% | 23,973,502 | 2.12% | 67 | 1.54% | 288 | 31.51% | 141 | -8.44% |
| Sep 30, 2023 | 448 | 7.69% | 23,475,875 | -4.59% | 66 | 1.38% | 219 | 19.02% | 154 | -1.91% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.01M | 2.84% | -3.44K |
| iShares Core S&P Mid-Cap ETF | 1.01M | 2.83% | 544.00 |
| Vanguard Small Cap Index | 804.46K | 2.26% | 1.55K |
| Eaton Vance Atlanta Capital SMID-Cap I | 670.23K | 1.88% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 474.27K | 1.33% | -3.00K |
| Vanguard Small Cap Growth Index Inv | 441.89K | 1.24% | -1.24K |
| Touchstone Mid Cap Y | 362.19K | 1.02% | 7.47K |
| American Funds American Balanced A | 358.68K | 1.01% | - |
| Fisher All World Equity | 338.37K | 0.95% | - |
| SPDR® S&P MIDCAP 400 ETF Trust | 252.24K | 0.71% | -3.72K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 27, 2024 | Buck Sherry | - | Sell | $330.37K |
| Nov 25, 2024 | TESKE TODD J | - | Sell | $337.76K |
| Nov 13, 2024 | Kosel Chris | VP-Corp Controller and CAO | Sell | $125.10K |
| Nov 05, 2024 | BEDAPUDI PRAKASH | EVP, Chief Technology Officer | Sell | $596.37K |
| Nov 05, 2024 | Nassab Joseph | EVP & Pres., Bldg Climate Sol. | Sell | $27.81K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 9 |
| 2024 Q3 | - | 40 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 24 |
| 2023 Q4 | - | 54 |
LII Ownership FAQ
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