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

LII ranks #841 out of 37696 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.

Y-Intercept has added to its LII position for two straight quarters, increasing it by $3.5M to reach $4.0M today.

Mn Services Vermogensbeheer B.V. has trimmed its LII position for two straight quarters, cutting it by $2.4M while still holding $3.3M.

LII is down 0.4% 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 15.6.

• 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