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Arcosa, Inc.

ACA
Exchange
NYSE
Industry
Fabricated Structural Metal Products
SEC CIK
0001739445

No open-market purchases or sales by Arcosa, Inc. insiders were filed in the last 90 days; 428 institutions reported holding it in 13F filings for Q2 2026, worth $6.54B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q4 2025

Institutional positions in Arcosa, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
367
+11 vs. Q3 2025
Shares held
45.3M
+1.39M (+3.2%) vs. Q3 2025
Total value
$4.82B
+$701.8M (+17.1%) vs. Q3 2025
New holders
61
117 more added
Sold out
50
119 more reduced

9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ACA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 367 institutions
Q1 2021: 265 institutionsQ2 2021: 247 institutionsQ3 2021: 250 institutionsQ4 2021: 249 institutionsQ1 2022: 254 institutionsQ2 2022: 248 institutionsQ3 2022: 263 institutionsQ4 2022: 266 institutionsQ1 2023: 258 institutionsQ2 2023: 289 institutionsQ3 2023: 290 institutionsQ4 2023: 296 institutionsQ1 2024: 321 institutionsQ2 2024: 329 institutionsQ3 2024: 324 institutionsQ4 2024: 329 institutionsQ1 2025: 314 institutionsQ2 2025: 330 institutionsQ3 2025: 365 institutionsQ4 2025: 367 institutionsQ1 2026: 373 institutionsQ2 2026: 428 institutions
Value heldQ4 2025: $4.82B
Q1 2021: $2.77BQ2 2021: $2.53BQ3 2021: $2.18BQ4 2021: $2.28BQ1 2022: $2.53BQ2 2022: $2.03BQ3 2022: $2.48BQ4 2022: $2.38BQ1 2023: $2.74BQ2 2023: $3.29BQ3 2023: $3.11BQ4 2023: $3.64BQ1 2024: $3.74BQ2 2024: $3.65BQ3 2024: $4.19BQ4 2024: $4.37BQ1 2025: $3.55BQ2 2025: $3.96BQ3 2025: $4.14BQ4 2025: $4.82BQ1 2026: $4.83BQ2 2026: $6.54B
Institutions holding ACA and their total value by quarter
QuarterHoldersValue
Q2 2026428$6.54B
Q1 2026373$4.83B
Q4 2025367$4.82B
Q3 2025365$4.14B
Q2 2025330$3.96B
Q1 2025314$3.55B
Q4 2024329$4.37B
Q3 2024324$4.19B
Q2 2024329$3.65B
Q1 2024321$3.74B
Q4 2023296$3.64B
Q3 2023290$3.11B
Q2 2023289$3.29B
Q1 2023258$2.74B
Q4 2022266$2.38B
Q3 2022263$2.48B
Q2 2022248$2.03B
Q1 2022254$2.53B
Q4 2021249$2.28B
Q3 2021250$2.18B
Q2 2021247$2.53B
Q1 2021265$2.77B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Arcosa, Inc.; share changes are against Q3 2025.

Institutions holding ACA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Worth Asset Management, LLC6,887$732.2K0.31%−125−1.8%Reduced
First Nebraska Trust Co7,049$749.5K0.07%−125−1.7%Reduced
Maryland State Retirement & Pension System7,168$762.1K0.02%+117+1.7%Added
Nisa Investment Advisors, LLC7,196$765.1K0.00%+33+0.5%Added
Engineers Gate Manager LP7,350$781.5K0.01%−4,896−40.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,416$788.0K0.00%+6,816+1,136.0%Added
Welch Group, LLC7,500$797.4K0.03%00.0%Unchanged
Pictet Asset Management Holding SA7,600$808.0K0.00%00.0%Unchanged
Moody National Bank Trust Division7,735$822.4K0.08%−4,419−36.4%Reduced
Amundi7,968$847.2K0.00%−639−7.4%Reduced
Handelsbanken Fonder AB8,000$851.0K0.00%−8,500−51.5%Reduced
Kennondale Capital Management LLC8,103$861.5K0.63%00.0%Unchanged
Guggenheim Capital LLC8,725$927.6K0.01%+516+6.3%Added
Quantinno Capital Management LP9,025$959.6K0.00%+2,792+44.8%Added
Atlantic Union Bankshares Corp9,210$979.2K0.02%−233−2.5%Reduced
Cetera Investment Advisers9,304$989.2K0.00%+342+3.8%Added
Pacific Capital Partners Ltd9,750$1.04M1.10%−32,000−76.6%Reduced
LPL Financial LLC10,039$1.07M0.00%+200+2.0%Added
RSM US Wealth Management LLC10,009$1.08M0.01%+187+1.9%Added
KLP Kapitalforvaltning AS10,466$1.11M0.00%+400+4.0%Added
ProShare Advisors LLC11,118$1.18M0.00%+1,506+15.7%Added
Oregon Public Employees Retirement Fund11,189$1.19M0.02%+100+0.9%Added
Healthcare of Ontario Pension Plan Trust Fund11,511$1.22M0.00%+11,511New
Beacon Pointe Advisors, LLC11,770$1.25M0.01%−998−7.8%Reduced
Ostrum Asset Management11,920$1.27M0.06%+1,925+19.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,142$1.29M0.01%−348−2.8%Reduced
Teachers Retirement System of the State of Kentucky12,313$1.31M0.01%−1,487−10.8%Reduced
HRT Financial LP12,363$1.31M0.00%+2,186+21.5%Added
Credit Agricole S A12,511$1.33M0.00%00.0%Unchanged
Stifel Financial Corp12,480$1.33M0.00%−1,417−10.2%Reduced
Comerica Bank12,569$1.34M0.01%−2,852−18.5%Reduced
Police & Firemen's Retirement System of New Jersey13,229$1.41M0.01%−401−2.9%Reduced
Peddock Capital Advisors, LLC13,250$1.41M0.30%−99−0.7%Reduced
Arizona State Retirement System13,647$1.45M0.01%−798−5.5%Reduced
Victory Capital Management Inc13,726$1.46M0.00%+796+6.2%Added
State Board of Administration of Florida Retirement System13,776$1.46M0.00%00.0%Unchanged
AQR Capital Management LLC14,051$1.49M0.00%+2,868+25.6%Added
Amalgamated Bank14,240$1.51M0.01%+136+1.0%Added
Yousif Capital Management, LLC13,468$1.52M0.02%−1,864−12.2%Reduced
BNP Paribas Arbitrage, SA14,476$1.54M0.00%−1,862−11.4%Reduced
MAI Capital Management14,787$1.57M0.01%+14,120+2,116.9%Added
Envestnet Asset Management Inc15,323$1.63M0.00%−1,666−9.8%Reduced
Cerity Partners LLC15,424$1.64M0.00%−1,886−10.9%Reduced
New York State Common Retirement Fund15,509$1.65M0.00%00.0%Unchanged
SG Americas Securities, LLC15,615$1.66M0.00%+4,019+34.7%Added
GW&K Investment Management, LLC16,815$1.79M0.02%+16,815New
Jackson Creek Investment Advisors LLC17,300$1.84M0.54%+17,300New
Integrated Quantitative Investments LLC17,334$1.84M0.40%+17,334New
Boston Partners43,663$1.86M0.00%+790+1.8%Added
Allianz Asset Management GmbH17,533$1.86M0.00%−18,659−51.6%Reduced
HSBC Holdings PLC17,803$1.89M0.00%−3,746−17.4%Reduced
Horizon Investments, LLC18,111$1.92M0.02%+18,111New
Voya Investment Management LLC18,793$2.00M0.00%+50+0.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)19,562$2.08M0.00%+1,758+9.9%Added
Pathstone Holdings, LLC19,821$2.11M0.01%−1,731−8.0%Reduced
Freemont Management S.A.20,000$2.13M0.42%+17,900+852.4%Added
State of Tennessee, Treasury Department19,498$2.23M0.01%−1,744−8.2%Reduced
Holocene Advisors, LP21,186$2.25M0.00%−16,281−43.5%Reduced
Janus Henderson Group PLC21,444$2.28M0.00%00.0%Unchanged
State of New Jersey Common Pension Fund D21,904$2.33M0.01%−453−2.0%Reduced
Louisiana State Employees Retirement System22,500$2.39M0.04%00.0%Unchanged
Bridgewater Associates, LP22,964$2.44M0.01%+22,964New
Mercuria Capital Strategies, LLC23,192$2.47M1.40%+23,192New
Dymon Asia Capital (Singapore) Pte. Ltd.23,852$2.54M0.56%+23,852New
Asset Management One Co.,Ltd.23,455$2.56M0.01%+23,455New
Susquehanna International Group, LLP24,503$2.61M0.00%+1,517+6.6%Added
Illinois Municipal Retirement Fund25,521$2.71M0.03%−683−2.6%Reduced
MetLife Investment Management27,075$2.88M0.01%−1,300−4.6%Reduced
State of Alaska, Department of Revenue27,986$2.97M0.03%+457+1.7%Added
Susquehanna Fundamental Investments, LLC29,963$3.19M0.11%+20,966+233.0%Added
Advisory Research Inc31,774$3.38M0.42%−1,851−5.5%Reduced
Orchard Capital Managment, LLC34,150$3.63M3.15%+611+1.8%Added
D. E. Shaw & Co., Inc.34,534$3.67M0.00%−31,085−47.4%Reduced
Paralel Advisors LLC34,688$3.69M0.14%00.0%Unchanged
New Age Alpha Advisors, LLC35,209$3.74M0.16%+32,781+1,350.1%Added
TD Asset Management Inc35,856$3.81M0.00%+13,676+61.7%Added
SEI Investments Co35,987$3.83M0.00%+5,633+18.6%Added
Point72 Asset Management, L.P.38,635$4.11M0.01%+33,826+703.4%Added
Deutsche Bank AG40,234$4.28M0.00%+4,184+11.6%Added
Universal- Beteiligungs- und Servicegesellschaft mbH40,083$4.28M0.01%+107+0.3%Added
Grantham, Mayo, Van Otterloo & Co. LLC40,298$4.28M0.01%+40,298New
Bessemer Group Inc40,752$4.33M0.01%+40,384+10,973.9%Added
Lazard Asset Management LLC41,493$4.41M0.01%+41,493New
Great West Life Assurance Co43,046$4.57M0.01%−3,750−8.0%Reduced
Citigroup Inc43,058$4.58M0.00%−4,045−8.6%Reduced
Hillsdale Investment Management Inc.43,970$4.67M0.13%+43,970New
Royal Bank of Canada45,605$4.85M0.00%−27,376−37.5%Reduced
California State Teachers Retirement System46,443$4.94M0.00%+1,357+3.0%Added
Marathon Capital Management47,525$5.05M1.09%+210+0.4%Added
Creative Planning48,263$5.13M0.00%+11,602+31.6%Added
Castleark Management LLC48,500$5.16M0.15%+48,500New
Intech Investment Management LLC49,599$5.27M0.05%+7,671+18.3%Added
Millennium Management LLC51,518$5.48M0.00%+23,527+84.1%Added
Advisors Asset Management, Inc.51,853$5.51M0.09%+2,900+5.9%Added
Consolidated Investment Group LLC52,900$5.62M0.67%+2,600+5.2%Added
Natixis Advisors, L.P.53,089$5.64M0.01%−4,977−8.6%Reduced
UBS Group AG54,248$5.77M0.00%−4,408−7.5%Reduced
New York State Teachers Retirement System55,331$5.88M0.01%00.0%Unchanged
Mutual of America Capital Management LLC56,204$5.98M0.06%−2,353−4.0%Reduced
Wells Fargo & Company62,520$6.65M0.00%+17,766+39.7%Added