Who owns Lennox (LII)?
111 holders named in SEC filings declare between 62.0% and 82.8% of Lennox's shares outstanding, as of Aug 6, 2026. The largest are Vanguard (10.8%), John W. Norris III (9.0%) and BlackRock (8.6%); the five largest hold 40.4% together. Another 540 institutions hold small positions worth 4.2%. At least 13.1% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 6.5% and sold 6.5% of the shares, a net purchase of 0.05%; 74 opened a position, 220 added, 227 reduced and 53 sold out. Biggest buyers: Millennium (+500,274 shares) and CIBC Bancorp USA Inc. (+310,163 shares). Biggest sellers: Capital Group (-381,301) and Citadel (-289,468). Schedule 13D/G filings since Mar 31, 2026: VIKING GLOBAL INVESTORS LP crossed 5% (5.3%) on Apr 15, 2026. Directors and officers, from their latest Form 4: John W. Norris III (9.0%). Over time, 640 managers declared Lennox in their 13F for Q2 2026, against 390 for Q4 2019: together at most 77.1% of the shares outstanding, against 72.0%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| Vanguard | 13F | 10.8% | Jun 30, 2026 | Q4 2019 or earlier |
| John W. Norris III | Form 4 | 9.0% | Aug 6, 2026 | — |
| BlackRock | 13F | 8.6% | Jun 30, 2026 | Q4 2019 or earlier |
| Capital Group | 13F | 7.4% | Jun 30, 2026 | Q2 2024 |
| VIKING GLOBAL INVESTORS LP | 13F | 4.6% | Jun 30, 2026 | Q4 2025 |
| State Street | 13F | 4.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Morgan Stanley | 13F | 2.9% | Jun 30, 2026 | Q4 2019 or earlier |
| Geode Capital | 13F | 2.5% | Jun 30, 2026 | Q4 2019 or earlier |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13F | 2.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Millennium | 13F | 2.0% | Jun 30, 2026 | Q4 2019 or earlier |
| Invesco | 13F | 1.4% | Jun 30, 2026 | Q4 2019 or earlier |
| UBS | 13F | 1.4% | Jun 30, 2026 | Q4 2019 or earlier |
| Beacon Pointe Advisors, LLC | 13F | 1.2% | Jun 30, 2026 | Q4 2024 |
| Goldman Sachs | 13F | 1.2% | Jun 30, 2026 | Q4 2019 or earlier |
| Norges Bank | 13F | 1.0% | Jun 30, 2026 | Q4 2019 or earlier |
| Citadel | 13F | 1.0% | Jun 30, 2026 | Q4 2019 or earlier |
| Bank of America | 13F | 0.99% | Jun 30, 2026 | Q4 2019 or earlier |
| CIBC Bancorp USA Inc. | 13F | 0.93% | Jun 30, 2026 | Q3 2025 |
| Dimensional | 13F | 0.91% | Jun 30, 2026 | Q4 2019 or earlier |
| Northern Trust | 13F | 0.86% | Jun 30, 2026 | Q4 2019 or earlier |
| Deutsche Bank | 13F | 0.80% | Jun 30, 2026 | Q4 2019 or earlier |
| Charles Schwab | 13F | 0.80% | Jun 30, 2026 | Q4 2019 or earlier |
| LONDON CO OF VIRGINIA | 13F | 0.79% | Jun 30, 2026 | Q2 2022 |
| BNY | 13F | 0.56% | Jun 30, 2026 | Q4 2019 or earlier |
| Barclays | 13F | 0.53% | Jun 30, 2026 | Q4 2019 or earlier |
Lennox institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 390 | 72.0% | $6.7B | 59.5% |
| Q4 2020 | 397 | 68.5% | $7.2B | 58.3% |
| Q4 2021 | 408 | 67.2% | $8.0B | 57.5% |
| Q4 2022 | 416 | 68.7% | $5.8B | 50.7% |
| Q4 2023 | 486 | 67.2% | $10.7B | 45.4% |
| Q4 2024 | 632 | 72.3% | $15.7B | 45.3% |
| Q4 2025 | 643 | 72.8% | $12.4B | 46.8% |
| Q2 2026 | 640 | 77.1% | $15.4B | 48.9% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.