LI

LII LENNOX INTERNATIONAL INC

2026Q2 · CUSIP 526107107 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
656
Institutions that reported holding it to the SEC
Net increase in holders
+28
Last quarter 628 → now 656
How unusual is that
Top 20%
Stronger buying than 84% of US stocks
What the filings say, in one paragraph

656 funds held LII at the end of 2026Q2, up 28 from the quarter before. That is stronger buying than 83.6% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $5.3B(YoY -2.0%), the P/E is 16.2x, return on equity is 65.4%. LII has had 23 buying rushes in its history, and the price moved +10.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=210 2013Q4: holders=231 2014Q1: holders=229 2014Q2: holders=216 2014Q3: holders=221 2014Q4: holders=218 2015Q1: holders=222 2015Q2: holders=234 2015Q3: holders=242 2015Q4: holders=264 2016Q1: holders=258 2016Q2: holders=280 2016Q3: holders=293 2016Q4: holders=314 2017Q1: holders=300 2017Q2: holders=318 2017Q3: holders=301 2017Q4: holders=355 2018Q1: holders=355 2018Q2: holders=352 2018Q3: holders=376 2018Q4: holders=367 2019Q1: holders=392 2019Q2: holders=406 2019Q3: holders=395 2019Q4: holders=405 2020Q1: holders=370 2020Q2: holders=370 2020Q3: holders=406 2020Q4: holders=409 2021Q1: holders=423 2021Q2: holders=426 2021Q3: holders=428 2021Q4: holders=419 2022Q1: holders=408 2022Q2: holders=386 2022Q3: holders=409 2022Q4: holders=430 2023Q1: holders=412 2023Q2: holders=416 2023Q3: holders=445 2023Q4: holders=501 2024Q1: holders=547 2024Q2: holders=553 2024Q3: holders=614 2024Q4: holders=642 2025Q1: holders=639 2025Q2: holders=635 2025Q3: holders=667 2025Q4: holders=655 2026Q1: holders=628 2026Q2: holders=656 -61 -30.5 +0 +30.5 +61 189445701 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 23 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2025Q3 Top 10% +20.0% +7.9%
2024Q4 Top 20% -2.4% -3.1%
2024Q3 Top 5% -0.8% -7.0%
2024Q1 Top 5% +18.3% +25.1%
2023Q4 Top 10% +9.5% +29.5%
2023Q3 Top 5% +11.1% +21.8%
2022Q4 Top 20% +10.1% +31.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
293
Change in large funds
+36
Total value they hold
$15.4B
Funds buying for the first time
90
Funds that sold out entirely
62
Price change that quarter
-16.8%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
16.2
EPS (TTM)
$22.51
EPS YoY
-1.4%
Revenue (TTM)
$5.3B
Revenue YoY
-2.0%
Net margin
15.1%
ROE
65.4%
Debt ratio
71.7%
FCF (TTM)
$661M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-06-30: EPS 4.96 2022-09-30: EPS 3.99 2022-12-31: EPS 2.64 2023-03-31: EPS 2.75 2023-06-30: EPS 6.10 2023-09-30: EPS 3.65 2023-12-31: EPS 4.08 2024-03-31: EPS 3.47 2024-06-30: EPS 6.87 2024-09-30: EPS 6.68 2024-12-31: EPS 5.64 2025-03-31: EPS 3.63 2025-06-30: EPS 7.71 2025-09-30: EPS 7.38 2025-12-31: EPS 4.07 2026-03-31: EPS 3.35 0B 0.8B 1.5B $B 0.00 4.24 8.48 20162017201820192020202120222023202420252026 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 26 17 25 32 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-178M125M427M 2017201820192020202120222023202420252026
Latest quarter $-39M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-03-31 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.