Lennox International Inc (LII) Institutional Buying & Selling Tracker (Q2 2026)

LII ranks #842 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LII is a disclosed holding of Andreas Halvorsen (Viking Global Investors), one of the tracked superinvestors on AlphaSMO — it makes up 2.6% of that fund's own 13F portfolio.

LII is a top-conviction position for True North Advisors, LLC — at 8.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LII belongs to BlackRock, Inc., but the position matters far more to True North Advisors, LLC, who has 8.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Andreas Halvorsen has added to its LII position for two straight quarters, increasing it by $609.8M to reach $911.5M today.

Ken Griffin has trimmed its LII position for two straight quarters, cutting it by $96.0M while still holding $209.6M.

LII is down 1.4% today, but institutions show net buying of $7.1B this quarter — a divergence between today's price move and the underlying institutional flow.

LII posted net income of $793.5M over the trailing twelve months, and currently trades at a P/E of 16.8.

• Profitable — net income of $793.5M over the trailing twelve months
• Revenue declined 2.0% year over year
• Net income declined year over year, from $816.4M to $793.5M
• Generated $757.6M in positive operating cash flow
• Current ratio of 1.60x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.51x equity — a highly leveraged balance sheet worth noting