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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
Teachers Retirement System of the State of Kentucky9,742$3.51M0.03%00.0%Unchanged
Cetera Investment Advisers9,612$3.46M0.00%+46+0.5%Added
Aquatic Capital Management LLC9,359$3.37M0.10%+9,359New
Lummis Asset Management, LP9,213$3.32M2.04%−145−1.5%Reduced
Renaissance Technologies LLC9,100$3.28M0.01%−39,900−81.4%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC9,081$3.27M0.01%+9,081New
State of Tennessee, Treasury Department10,481$3.24M0.01%−448−4.1%Reduced
Genus Capital Management Inc.8,970$3.23M0.38%+1,035+13.0%Added
Quest Partners LLC8,823$3.18M0.18%+5,682+180.9%Added
Brevan Howard Capital Management LP8,610$3.10M0.06%+8,610New
Bessemer Group Inc8,514$3.06M0.00%+8,393+6,936.4%Added
Stifel Financial Corp8,495$3.06M0.00%+94+1.1%Added
Yousif Capital Management, LLC9,862$3.05M0.03%−184−1.8%Reduced
QRG Capital Management, Inc.8,482$3.05M0.03%+555+7.0%Added
Louisiana State Employees Retirement System8,400$3.02M0.05%00.0%Unchanged
Intrepid Capital Management Inc8,205$2.95M1.14%00.0%Unchanged
Two Sigma Investments, LP8,154$2.94M0.00%+1,291+18.8%Added
Engineers Gate Manager LP7,828$2.82M0.03%−6,636−45.9%Reduced
Legato Capital Management LLC7,827$2.82M0.24%00.0%Unchanged
KBC Group NV7,699$2.77M0.01%+5+0.1%Added
NorthCrest Asset Manangement, LLC7,356$2.77M0.06%+329+4.7%Added
Pathstone Holdings, LLC7,638$2.75M0.01%−1,048−12.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys7,611$2.74M0.01%−177−2.3%Reduced
Brinker Capital Investments, LLC7,435$2.68M0.02%+239+3.3%Added
State of Michigan Retirement System7,194$2.59M0.01%00.0%Unchanged
Hancock Whitney Corp7,139$2.57M0.05%+62+0.9%Added
Northwestern Mutual Investment Management Company, LLC6,805$2.45M0.03%+41+0.6%Added
Bank of Montreal6,790$2.44M0.00%−76−1.1%Reduced
New Mexico Educational Retirement Board6,500$2.34M0.07%00.0%Unchanged
Clearstead Advisors, LLC6,411$2.31M0.03%+142+2.3%Added
Diversified Trust Co6,201$2.23M0.04%+624+11.2%Added
Daiwa Securities Group Inc.6,189$2.23M0.01%+169+2.8%Added
Oregon Public Employees Retirement Fund6,101$2.20M0.03%−29−0.5%Reduced
RBF Capital, LLC6,000$2.16M0.10%00.0%Unchanged
Park Avenue Securities LLC5,942$2.14M0.02%+224+3.9%Added
Twinbeech Capital LP5,817$2.09M0.15%+5,817New
CWM, LLC5,813$2.09M0.01%+1,531+35.8%Added
Trium Capital LLP5,779$2.08M1.62%+1,492+34.8%Added
Rockefeller Capital Management L.P.5,773$2.08M0.00%−171−2.9%Reduced
Sycomore Asset Management7,669$2.07M0.34%+7,669New
Ethic Inc.5,622$2.02M0.03%+1,060+23.2%Added
O'Shaughnessy Asset Management, LLC5,617$2.02M0.01%−126−2.2%Reduced
Kames Capital plc5,603$2.02M0.02%+5,603New
Ameritas Investment Partners, Inc.5,574$2.01M0.06%−114−2.0%Reduced
Campbell & CO Investment Adviser LLC5,571$2.01M0.10%+4,533+436.7%Added
Linden Thomas Advisory Services, LLC5,452$1.96M0.20%+204+3.9%Added
Fiduciary Group LLC5,406$1.95M0.16%00.0%Unchanged
JustInvest LLC5,365$1.93M0.02%−9−0.2%Reduced
Level Four Advisory Services, LLC5,210$1.88M0.06%−281−5.1%Reduced
Utah Retirement Systems5,077$1.83M0.02%00.0%Unchanged
Edentree Asset Management Ltd4,908$1.77M0.54%00.0%Unchanged
Principal Securities, Inc.4,894$1.76M0.03%+580+13.4%Added
Evercore Wealth Management, LLC4,865$1.75M0.03%00.0%Unchanged
Apollon Wealth Management, LLC4,835$1.74M0.03%+331+7.3%Added
Susquehanna Fundamental Investments, LLC4,784$1.72M0.06%−3,383−41.4%Reduced
Rehmann Capital Advisory Group4,752$1.71M0.09%+177+3.9%Added
Pictet Asset Management Holding SA4,718$1.70M0.00%+288+6.5%Added
Polaris Capital Management, LLC4,700$1.69M0.14%00.0%Unchanged
Los Angeles Capital Management LLC4,635$1.67M0.01%−22−0.5%Reduced
NewEdge Wealth, LLC4,584$1.65M0.02%+587+14.7%Added
Strategic Global Advisors, LLC4,485$1.61M0.25%−3,690−45.1%Reduced
Truist Financial Corp4,421$1.59M0.00%−38−0.9%Reduced
HB Wealth Management, LLC4,372$1.57M0.01%−801−15.5%Reduced
Envestnet Portfolio Solutions, Inc.4,361$1.57M0.01%−1,165−21.1%Reduced
GHP Investment Advisors, Inc.4,324$1.56M0.06%+331+8.3%Added
Ensign Peak Advisors, Inc4,232$1.52M0.00%−6,990−62.3%Reduced
Radnor Capital Management, LLC4,140$1.49M0.22%00.0%Unchanged
Amundi4,137$1.49M0.00%−1,873−31.2%Reduced
Advisor Group Holdings, Inc.4,109$1.48M0.00%−13,200−76.3%Reduced
Kestra Advisory Services, LLC4,083$1.47M0.01%−53−1.3%Reduced
Atria Investments LLC3,971$1.43M0.02%−1,009−20.3%Reduced
Van Hulzen Asset Management, LLC3,851$1.39M0.10%−464−10.8%Reduced
HRT Financial LP3,840$1.38M0.00%+3,840New
Janney Montgomery Scott LLC3,732$1.34M0.00%−222−5.6%Reduced
Allspring Global Investments Holdings, LLC3,581$1.34M0.00%−923−20.5%Reduced
Pacer Advisors, Inc.3,668$1.32M0.00%−3,296−47.3%Reduced
First Citizens Bank & Trust Co3,586$1.29M0.03%−1,179−24.7%Reduced
SG Americas Securities, LLC3,543$1.28M0.00%+362+11.4%Added
Advisors Asset Management, Inc.3,507$1.26M0.02%+2,417+221.7%Added
Havemeyer Place LP3,497$1.26M0.25%+3,497New
CAPROCK Group, Inc.3,476$1.25M0.03%+1,306+60.2%Added
Picton Mahoney Asset Management3,444$1.24M0.01%+3,440+86,000.0%Added
Globeflex Capital L P3,364$1.21M0.19%00.0%Unchanged
Lecap Asset Management Ltd3,342$1.20M0.48%+2,020+152.8%Added
Two Sigma Advisers, LP3,300$1.19M0.00%−1,600−32.7%Reduced
Xponance, Inc.3,296$1.19M0.01%−1,026−23.7%Reduced
Neuberger Berman Group LLC3,268$1.18M0.00%+611+23.0%Added
Salem Investment Counselors Inc3,222$1.16M0.03%00.0%Unchanged
Bailard, Inc.3,166$1.14M0.03%+350+12.4%Added
Vident Advisory, LLC3,160$1.14M0.01%−158−4.8%Reduced
Aaron Wealth Advisors3,087$1.11M0.06%+384+14.2%Added
Morningstar Investment Management LLC3,079$1.11M0.07%00.0%Unchanged
Alps Advisors Inc3,047$1.10M0.01%+470+18.2%Added
Public Employees Retirement Association of Colorado3,034$1.09M0.00%00.0%Unchanged
US Bancorp3,031$1.09M0.00%−97−3.1%Reduced
State of Alaska, Department of Revenue3,026$1.09M0.01%−230−7.1%Reduced
Sequoia Financial Advisors, LLC3,007$1.08M0.01%+1,053+53.9%Added
Quadrature Capital Ltd2,984$1.07M0.01%+2,984New
Berkeley Capital Partners, LLC2,952$1.06M0.25%00.0%Unchanged
GWM Advisors LLC2,924$1.05M0.00%+1,315+81.7%Added