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Acuity Inc. (DE)

AYI
Exchange
NYSE
Industry
Electric Lighting & Wiring Equipment
SEC CIK
0001144215

In the last 90 days, Acuity Inc. (DE) insiders filed 0 open-market purchases and 2 sales; 641 institutions reported holding it in 13F filings for Q2 2026, worth $11.3B in total; Markel Group is the only superinvestor holding it.

13F holders, Q4 2025

Institutional positions in Acuity Inc. (DE) 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
615
+64 vs. Q3 2025
Shares held
29.2M
+581.0K (+2.0%) vs. Q3 2025
Total value
$10.5B
+$657.4M (+6.7%) vs. Q3 2025
New holders
107
202 more added
Sold out
43
192 more reduced

17 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 AYI 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: 615 institutions
Q1 2021: 351 institutionsQ2 2021: 368 institutionsQ3 2021: 349 institutionsQ4 2021: 403 institutionsQ1 2022: 393 institutionsQ2 2022: 355 institutionsQ3 2022: 362 institutionsQ4 2022: 390 institutionsQ1 2023: 409 institutionsQ2 2023: 411 institutionsQ3 2023: 401 institutionsQ4 2023: 435 institutionsQ1 2024: 476 institutionsQ2 2024: 482 institutionsQ3 2024: 477 institutionsQ4 2024: 544 institutionsQ1 2025: 542 institutionsQ2 2025: 549 institutionsQ3 2025: 568 institutionsQ4 2025: 615 institutionsQ1 2026: 584 institutionsQ2 2026: 641 institutions
Value heldQ4 2025: $10.5B
Q1 2021: $6.16BQ2 2021: $6.57BQ3 2021: $5.94BQ4 2021: $6.86BQ1 2022: $6.10BQ2 2022: $4.85BQ3 2022: $4.87BQ4 2022: $5.06BQ1 2023: $5.68BQ2 2023: $5.20BQ3 2023: $5.40BQ4 2023: $6.27BQ1 2024: $7.84BQ2 2024: $7.29BQ3 2024: $8.24BQ4 2024: $8.89BQ1 2025: $7.96BQ2 2025: $8.66BQ3 2025: $9.87BQ4 2025: $10.5BQ1 2026: $8.08BQ2 2026: $11.3B
Institutions holding AYI and their total value by quarter
QuarterHoldersValue
Q2 2026641$11.3B
Q1 2026584$8.08B
Q4 2025615$10.5B
Q3 2025568$9.87B
Q2 2025549$8.66B
Q1 2025542$7.96B
Q4 2024544$8.89B
Q3 2024477$8.24B
Q2 2024482$7.29B
Q1 2024476$7.84B
Q4 2023435$6.27B
Q3 2023401$5.40B
Q2 2023411$5.20B
Q1 2023409$5.68B
Q4 2022390$5.06B
Q3 2022362$4.87B
Q2 2022355$4.85B
Q1 2022393$6.10B
Q4 2021403$6.86B
Q3 2021349$5.94B
Q2 2021368$6.57B
Q1 2021351$6.16B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Acuity Inc. (DE); share changes are against Q3 2025.

Institutions holding AYI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc2,961,831$1.07B0.02%−48,549−1.6%Reduced
BlackRock, Inc.2,900,425$1.04B0.02%+66,615+2.4%Added
FMR LLC1,677,909$604.1M0.03%+129,326+8.4%Added
State Street Corp925,494$333.2M0.01%−8,936−1.0%Reduced
Durable Capital Partners LP815,322$293.5M2.78%−548,297−40.2%Reduced
Wellington Management Group LLP788,043$283.7M0.05%−107,660−12.0%Reduced
American Century Companies Inc757,227$272.6M0.14%−57,823−7.1%Reduced
JPMorgan Chase & Co601,185$216.5M0.01%−110,592−15.5%Reduced
Boston Partners600,655$216.2M0.22%−32,405−5.1%Reduced
Dimensional Fund Advisors LP587,280$211.5M0.04%−9,303−1.6%Reduced
Geode Capital Management, LLC570,088$205.3M0.01%+20,859+3.8%Added
Alyeska Investment Group, L.P.549,659$197.9M0.56%+41,226+8.1%Added
Millennium Management LLC487,803$175.6M0.13%−83,214−14.6%Reduced
Fuller & Thaler Asset Management, Inc.479,177$172.5M0.58%+2,499+0.5%Added
FIL Ltd429,733$154.7M0.12%−474−0.1%Reduced
Price T Rowe Associates Inc420,357$151.3M0.02%+117,153+38.6%Added
Norges Bank385,365$138.7M0.01%+385,365New
Acadian Asset Management LLC370,600$133.4M0.22%+13,443+3.8%Added
Palestra Capital Management LLC370,529$133.4M4.74%+104,728+39.4%Added
Allen Operations LLC344,100$123.9M15.50%00.0%Unchanged
Fisher Asset Management, LLC338,104$121.7M0.04%−21,177−5.9%Reduced
AQR Capital Management LLC326,762$117.6M0.06%+29,355+9.9%Added
UBS Group AG308,665$111.1M0.02%+83,936+37.3%Added
Northern Trust Corp293,935$105.8M0.01%−15,199−4.9%Reduced
First Trust Advisors LP285,912$102.9M0.07%+33,040+13.1%Added
Ameriprise Financial Inc274,074$98.7M0.02%+4,353+1.6%Added
Morgan Stanley269,101$96.9M0.01%+59,665+28.5%Added
Invesco Ltd.264,004$95.1M0.01%−203,033−43.5%Reduced
Boston Trust Walden Corp248,407$89.4M0.68%−70,685−22.2%Reduced
Point72 Asset Management, L.P.236,638$85.2M0.13%+71,388+43.2%Added
Bank of New York Mellon Corp231,144$83.2M0.01%−5,795−2.4%Reduced
140 Summer Partners LP225,860$81.3M6.35%+178,360+375.5%Added
Adage Capital Partners GP, L.L.C.217,335$78.2M0.12%+217,335New
Earnest Partners LLC214,169$77.1M0.33%−43,518−16.9%Reduced
Allianz Asset Management GmbH211,156$76.0M0.09%−4,653−2.2%Reduced
Mirae Asset Global ETFs Holdings Ltd.210,886$75.9M0.11%+5,050+2.5%Added
UBS Asset Management Americas Inc210,110$75.6M0.02%−51,161−19.6%Reduced
Charles Schwab Investment Management Inc209,987$75.6M0.01%+1,112+0.5%Added
Greenstone Partners & Co., LLC192,880$69.4M13.50%00.0%Unchanged
Clark Capital Management Group, Inc.192,466$69.3M0.43%+7,930+4.3%Added
Seizert Capital Partners, LLC180,569$65.0M2.75%−8,046−4.3%Reduced
Bank of America Corp178,466$64.3M0.00%−35,000−16.4%Reduced
Thrivent Financial for Lutherans164,275$59.1M0.10%+136,879+499.6%Added
Balyasny Asset Management LLC136,963$49.3M0.09%+64,746+89.7%Added
Schonfeld Strategic Advisors LLC134,345$48.4M0.24%+84,850+171.4%Added
Artisan Partners Limited Partnership134,004$48.2M0.07%+134,004New
Jupiter Asset Management Ltd133,677$48.1M0.39%−8,297−5.8%Reduced
Storebrand Asset Management AS133,229$48.0M0.13%−2,052−1.5%Reduced
Quantinno Capital Management LP129,508$46.6M0.09%+51,451+65.9%Added
Qube Research & Technologies Ltd119,565$43.0M0.06%−75,089−38.6%Reduced
Merewether Investment Management, LP116,000$41.8M0.96%−31,100−21.1%Reduced
Arrowstreet Capital, Limited Partnership113,765$41.0M0.02%+24,258+27.1%Added
Captrust Financial Advisors108,883$39.2M0.07%+5,056+4.9%Added
New York State Common Retirement Fund108,793$39.2M0.05%−15,426−12.4%Reduced
Schroder Investment Management Group98,837$36.1M0.03%−7,537−7.1%Reduced
ASR Vermogensbeheer N.V.97,748$35.2M0.41%−1,812−1.8%Reduced
Robeco Institutional Asset Management B.V.92,134$33.2M0.05%+21,118+29.7%Added
T. Rowe Price Investment Management, Inc.90,020$32.4M0.02%−2,624−2.8%Reduced
Envestnet Asset Management Inc89,228$32.1M0.01%−7,556−7.8%Reduced
Deutsche Bank AG87,265$31.4M0.01%+7,745+9.7%Added
Nuveen, LLC85,175$30.7M0.01%+8,368+10.9%Added
Schwerin Boyle Capital Management Inc79,918$28.8M3.15%−762−0.9%Reduced
Rhumbline Advisers75,755$27.3M0.02%−1,946−2.5%Reduced
Jacobs Levy Equity Management, Inc75,033$27.0M0.10%−9,089−10.8%Reduced
SEI Investments Co74,812$26.9M0.03%−16,780−18.3%Reduced
Triodos Investment Management BV73,000$26.6M1.93%−2,500−3.3%Reduced
Goldman Sachs Group Inc72,520$26.1M0.00%+2,487+3.6%Added
California Public Employees Retirement System69,068$24.9M0.01%+823+1.2%Added
Interval Partners, LP68,959$24.8M0.58%+6,091+9.7%Added
Ashford Capital Management Inc65,722$23.7M2.64%+11,085+20.3%Added
Principal Financial Group Inc65,405$23.5M0.01%−2,001−3.0%Reduced
Gotham Asset Management, LLC64,378$23.2M0.08%+37,954+143.6%Added
Danske Bank A/S63,706$22.9M0.05%−7,573−10.6%Reduced
Freestone Grove Partners LP62,808$22.6M0.16%−47,021−42.8%Reduced
Arbejdsmarkedets Tillaegspension62,693$22.6M0.58%+62,693New
Swiss National Bank60,480$21.8M0.01%+1,080+1.8%Added
Squarepoint Ops LLC57,418$20.7M0.04%+37,791+192.5%Added
Treasurer of the State of North Carolina55,967$20.1M0.06%−1,031−1.8%Reduced
Lathrop Investment Management Corp49,702$17.9M3.25%−1,336−2.6%Reduced
Wells Fargo & Company49,012$17.6M0.00%−5,260−9.7%Reduced
Citadel Advisors LLC48,790$17.6M0.01%+47,027+2,667.4%Added
Legal & General Group Plc48,627$17.5M0.00%−14,320−22.7%Reduced
Handelsbanken Fonder AB47,088$17.0M0.05%+23,301+98.0%Added
Altrinsic Global Advisors LLC45,567$16.4M0.59%−760−1.6%Reduced
Nordea Investment Management AB44,880$16.2M0.01%−5,797−11.4%Reduced
Alliancebernstein L.P.45,004$16.2M0.01%+242+0.5%Added
Man Group plc44,498$16.0M0.03%+19,610+78.8%Added
State of Wisconsin Investment Board43,365$15.6M0.04%+83+0.2%Added
Russell Investments Group, Ltd.42,665$15.4M0.02%+11,684+37.7%Added
Distillate Capital Partners LLC41,765$15.0M0.77%+1,553+3.9%Added
Van Eck Associates Corp39,124$14.1M0.01%−2,696−6.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.38,818$14.0M0.02%+38,481+11,418.7%Added
Swedbank AB38,637$13.9M0.01%−9,640−20.0%Reduced
Susquehanna Portfolio Strategies, LLC38,215$13.8M0.21%00.0%Unchanged
Walleye Capital LLC37,413$13.5M0.08%−27,297−42.2%Reduced
EULAV Asset Management37,000$13.3M0.36%00.0%Unchanged
Retirement Systems of Alabama36,501$13.1M0.04%−188−0.5%Reduced
Moore Capital Management, LP33,950$12.2M0.25%+33,950New
D. E. Shaw & Co., Inc.33,872$12.2M0.01%+5,883+21.0%Added
Systematic Financial Management LP33,336$12.0M0.28%+739+2.3%Added