Acuity Inc. (DE)
AYI- Exchange
- NYSE
- Industry
- Electric Lighting & Wiring Equipment
- SEC CIK
- 0001144215
In the last 90 days, Acuity Inc. (DE) insiders filed 1 open-market purchase and 4 sales; 645 institutions reported holding it in 13F filings for Q2 2026, worth $11.3B in total; Markel Group is the only superinvestor holding it.
Key figures
- Market capClose on Nov 11, 2026
- $9.91B
- Insider buysLast 90 days, $22.1K in total
- 1
- Insider sellsLast 90 days, $15.8M in total
- 4
- 13F holdersQ2 2026, +63 vs. previous quarter
- 645
- 13F valueReported value at the end of Q2 2026
- $11.3B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $4.64B
- +6.8% year over year
- Net income, FY2026
- $531.3M
- +34.0% year over year
- Free cash flow, FY2026
- $747.9M
- +40.3% year over year
- Revenue, Q4 FY2026
- $1.24B
- +2.9% year over year
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 974.0K
- Shares sold short
- Change
- −216.4K
- −18.2% vs. previous
- Days to cover
- 3.00
- At average daily volume
Superinvestors holding AYI, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Acuity Inc. (DE) on Form 13F. Percentages are the stock's share of each portfolio.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Acuity Inc. (DE) insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 3, 2026 (view filing)4:04 PM ET | Oct 30-Nov 2 | 4 days | Ashe NeilPresident & CEO | SSale | −13.2K | $320.20 | −$4.23M | −16.9%64.9K after | 13 lots10b5-1 |
| Oct 30, 2026 (view filing)4:15 PM ET | Oct 28-29 | 2 days | Ashe NeilPresident & CEO | SSale | −30.2K | $319.25 | −$9.66M | −27.9%78.1K after | 15 lots10b5-1 |
| Oct 27, 2026 (view filing)4:02 PM ET | Oct 27 | Same day | Goldman Barry RSVP & General Counsel | SSale | −3.80K | $321.48 | −$1.22M | −36.6%6.58K after | |
| Oct 20, 2026 (view filing)4:05 PM ET | Oct 16 | 4 days | O'Shaughnessy LauraDirector | PPurchase | +73 | $302.32 | +$22.1K | +2.3%3.18K after | |
| Sep 3, 2026 (view filing)8:14 PM ET | Sep 1 | 2 days | Holcom Karen JSVP & Chief Financial Officer | SSale | −2.00K | $329.62 | −$659.2K | −10.3%17.4K after | 10b5-1 |
| Jul 6, 2026 (view filing)4:12 PM ET | Jul 2 | 4 days | Goldman Barry RSVP & General Counsel | SSale | −1.20K | $365.65 | −$438.8K | −19.8%4.86K after | |
| Jun 3, 2026 (view filing) | Jun 1 | 2 days | Holcom Karen JSVP & Chief Financial Officer | SSale | −2.08K | $303.14 | −$629.3K | −9.6%19.4K after | 10b5-1 |
| May 4, 2026 (view filing) | Apr 30 | 4 days | Leibman MayaDirector | PPurchase | +200 | $288.83 | +$57.8K | +100.0%400 after | |
| Apr 10, 2026 (view filing) | Apr 8 | 2 days | O'Shaughnessy LauraDirector | PPurchase | +1.00K | $282.98 | +$283.0K | +47.4%3.11K after | |
| Jan 30, 2026 (view filing) | Jan 28 | 2 days | Holcom Karen JSVP & Chief Financial Officer | SSale | −4.97K | $309.23 | −$1.54M | −18.8%21.5K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 645 holdersThe largest institutional positions in Acuity Inc. (DE) at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3,604,071 | $1.36B | 0.06% | +1,248,463+53.0% | Added |
| BlackRock, Inc. | 2,978,769 | $1.12B | 0.02% | −84,109−2.7% | Reduced |
| Vanguard Portfolio Management LLC | 1,436,715 | $541.2M | 0.02% | +21,928+1.5% | Added |
| Vanguard Capital Management LLC | 1,369,435 | $515.8M | 0.01% | −6,252−0.5% | Reduced |
| AQR Capital Management LLC | 1,274,516 | $471.0M | 0.16% | +838,610+192.4% | Added |
| State Street Corp | 966,017 | $363.8M | 0.01% | +19,420+2.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 772,130 | $290.8M | 0.79% | +222,485+40.5% | Added |
| Geode Capital Management, LLC | 768,419 | $289.5M | 0.02% | +191,972+33.3% | Added |
| Dimensional Fund Advisors LP | 766,536 | $288.7M | 0.05% | +131,376+20.7% | Added |
| American Century Companies Inc | 743,411 | $280.0M | 0.12% | −5,569−0.7% | Reduced |
Holders of 5% or more of AYI
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Acuity Inc. (DE).
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 13G/A | 12.00%3.65M shares | +4.30 ppfrom 7.70% | Feb 8, 202110 filings | May 7, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 8.90%2.76M shares | – | Apr 17, 20251 filing | Apr 17, 2025 | SEC |
| Vanguard Capital Management LLC | 13G | 5.24%1.61M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in AYI2 members of Congress reported 3 trades in Acuity Inc. (DE) since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| May 7, 2020 |  Greg Gianforte House · MT | Sell | $100K-$250K |
| Apr 27, 2020 |  Donna E. Shalala House · FL | Sell | $1K-$15K |
| Apr 27, 2020 | Donna E. Shalala House · FL | Sell (partial) | $1K-$15K |
House · MT · May 7, 2020
Sell$100K-$250K
House · FL · Apr 27, 2020
Sell$1K-$15K
House · FL · Apr 27, 2020
Sell (partial)$1K-$15K