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Lsi Industries Inc

LYTS
Exchange
Nasdaq
Industry
Electric Lighting & Wiring Equipment
SEC CIK
0000763532

In the last 90 days, Lsi Industries Inc insiders filed 1 open-market purchase and 6 sales; 174 institutions reported holding it in 13F filings for Q2 2026, worth $891.0M in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Lsi Industries Inc as of Jun 30, 2026. 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
174
−13 vs. Q1 2026
Shares held
33.6M
+4.09M (+13.9%) vs. Q1 2026
Total value
$891.0M
+$342.3M (+62.4%) vs. Q1 2026
New holders
23
73 more added
Sold out
36
50 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LYTS 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 holdersQ2 2026: 174 institutions
Q1 2021: 93 institutionsQ2 2021: 94 institutionsQ3 2021: 84 institutionsQ4 2021: 83 institutionsQ1 2022: 84 institutionsQ2 2022: 72 institutionsQ3 2022: 82 institutionsQ4 2022: 99 institutionsQ1 2023: 117 institutionsQ2 2023: 123 institutionsQ3 2023: 129 institutionsQ4 2023: 131 institutionsQ1 2024: 124 institutionsQ2 2024: 138 institutionsQ3 2024: 139 institutionsQ4 2024: 151 institutionsQ1 2025: 157 institutionsQ2 2025: 160 institutionsQ3 2025: 169 institutionsQ4 2025: 156 institutionsQ1 2026: 189 institutionsQ2 2026: 174 institutions
Value heldQ2 2026: $891.0M
Q1 2021: $162.9MQ2 2021: $140.9MQ3 2021: $132.8MQ4 2021: $118.1MQ1 2022: $100.5MQ2 2022: $100.8MQ3 2022: $127.8MQ4 2022: $214.6MQ1 2023: $264.4MQ2 2023: $251.3MQ3 2023: $334.1MQ4 2023: $305.3MQ1 2024: $330.5MQ2 2024: $311.5MQ3 2024: $351.0MQ4 2024: $434.0MQ1 2025: $385.5MQ2 2025: $379.6MQ3 2025: $545.7MQ4 2025: $437.4MQ1 2026: $549.0MQ2 2026: $891.0M
Institutions holding LYTS and their total value by quarter
QuarterHoldersValue
Q2 2026174$891.0M
Q1 2026189$549.0M
Q4 2025156$437.4M
Q3 2025169$545.7M
Q2 2025160$379.6M
Q1 2025157$385.5M
Q4 2024151$434.0M
Q3 2024139$351.0M
Q2 2024138$311.5M
Q1 2024124$330.5M
Q4 2023131$305.3M
Q3 2023129$334.1M
Q2 2023123$251.3M
Q1 2023117$264.4M
Q4 202299$214.6M
Q3 202282$127.8M
Q2 202272$100.8M
Q1 202284$100.5M
Q4 202183$118.1M
Q3 202184$132.8M
Q2 202194$140.9M
Q1 202193$162.9M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Lsi Industries Inc; share changes are against Q1 2026.

Institutions holding LYTS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC3,986,196$106.0M0.00%+3,777,681+1,811.7%Added
BlackRock, Inc.2,713,253$72.1M0.00%+591,702+27.9%Added
Systematic Financial Management LP2,378,908$63.2M1.26%−124,240−5.0%Reduced
Royce & Associates LP1,836,591$48.8M0.39%+318,242+21.0%Added
Vanguard Capital Management LLC1,556,802$41.4M0.00%+94,413+6.5%Added
AltraVue Capital, LLC1,391,553$37.0M2.67%−62,310−4.3%Reduced
Wellington Management Group LLP1,372,841$36.5M0.01%+70,033+5.4%Added
Dimensional Fund Advisors LP1,366,433$36.3M0.01%−97,689−6.7%Reduced
Thrivent Financial for Lutherans1,013,342$26.9M0.05%+39,514+4.1%Added
Geode Capital Management, LLC908,007$24.1M0.00%+184,019+25.4%Added
Boston Partners802,988$21.1M0.02%+17,819+2.3%Added
Juniper Investment Company, LLC781,399$20.8M5.50%+10,650+1.4%Added
State Street Corp779,806$20.7M0.00%+151,464+24.1%Added
Owls Nest Partners IA, LLC728,895$19.4M6.29%+728,895New
Kennedy Capital Management, Inc.708,793$18.8M0.33%+34,980+5.2%Added
First Eagle Investment Management, LLC681,648$18.1M0.02%+396,226+138.8%Added
Renaissance Technologies LLC604,122$16.1M0.02%−183,830−23.3%Reduced
WealthTrust Axiom LLC569,344$15.1M3.38%−6,990−1.2%Reduced
Legato Capital Management LLC395,601$10.5M0.87%+2,689+0.7%Added
Northern Trust Corp326,589$8.68M0.00%+77,558+31.1%Added
Charles Schwab Investment Management Inc326,583$8.68M0.00%+47,479+17.0%Added
New York State Common Retirement Fund319,911$8.50M0.01%+4,900+1.6%Added
Pinnacle Financial Partners, Inc.318,197$8.46M0.06%00.0%Unchanged
Thompson Siegel & Walmsley LLC300,965$8.00M0.14%−4,000−1.3%Reduced
G2 Investment Partners Management LLC300,000$7.97M1.45%−130,185−30.3%Reduced
Essex Investment Management Co LLC295,820$7.86M1.03%+21,738+7.9%Added
Morgan Stanley294,034$7.82M0.00%+83,100+39.4%Added
Vanguard Portfolio Management LLC271,288$7.21M0.00%+70,897+35.4%Added
Archon Capital Management LLC263,480$7.00M2.84%00.0%Unchanged
Vanguard Fiduciary Trust Co254,334$6.76M0.00%+40,643+19.0%Added
Bank of New York Mellon Corp234,465$6.23M0.00%+746+0.3%Added
First Trust Advisors LP220,352$5.86M0.00%+42,984+24.2%Added
Goldman Sachs Group Inc203,140$5.40M0.00%−55,591−21.5%Reduced
Diamond Hill Capital Management Inc200,317$5.32M0.04%+40,656+25.5%Added
Globeflex Capital L P195,394$5.19M0.66%+1,544+0.8%Added
Allspring Global Investments Holdings, LLC190,167$5.05M0.01%+76,910+67.9%Added
UBS Group AG185,141$4.92M0.00%+162,074+702.6%Added
North Star Investment Management Corp.183,463$4.88M0.26%−93,000−33.6%Reduced
Punch & Associates Investment Management, Inc.167,579$4.45M0.22%+167,579New
Ophir Asset Management Pty Ltd165,878$4.41M0.36%−573,506−77.6%Reduced
Alyeska Investment Group, L.P.164,170$4.36M0.01%−135,830−45.3%Reduced
Phocas Financial Corp.163,716$4.35M0.60%−8,474−4.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.150,739$4.01M0.01%+50,165+49.9%Added
Expect Equity LLC142,209$3.78M2.43%−1,395−1.0%Reduced
Manatuck Hill Partners, LLC130,000$3.46M1.15%+80,000+160.0%Added
Martingale Asset Management L P126,523$3.36M0.08%+26,453+26.4%Added
Aristides Capital LLC111,574$2.97M0.76%+8,330+8.1%Added
Warren Averett Asset Management, LLC106,288$2.83M0.02%−3,174−2.9%Reduced
Knights of Columbus Asset Advisors LLC105,756$2.81M0.14%+647+0.6%Added
Lazard Asset Management LLC100,145$2.66M0.00%+62,222+164.1%Added
SEI Investments Co94,315$2.51M0.00%−170,021−64.3%Reduced
Johnson Investment Counsel Inc91,083$2.42M0.02%00.0%Unchanged
Annex Advisory Services, LLC87,527$2.33M0.04%−3,252−3.6%Reduced
Citigroup Inc85,340$2.27M0.00%+79,888+1,465.3%Added
Nuveen, LLC81,091$2.16M0.00%+9,227+12.8%Added
Boothbay Fund Management, LLC72,938$1.94M0.04%−31,459−30.1%Reduced
XTX Topco Ltd67,720$1.80M0.02%+49,918+280.4%Added
Two Sigma Investments, LP67,447$1.79M0.00%−266,319−79.8%Reduced
Swiss National Bank66,200$1.76M0.00%+3,800+6.1%Added
Citadel Advisors LLC64,850$1.72M0.00%+9,191+16.5%Added
Alliancebernstein L.P.91,370$1.70M0.00%−66,034−42.0%Reduced
Anderson Financial Strategies, LLC70,459$1.70M0.88%−14,237−16.8%Reduced
Russell Investments Group, Ltd.58,046$1.54M0.00%+6,950+13.6%Added
Quantinno Capital Management LP55,362$1.47M0.00%+9,242+20.0%Added
O'Shaughnessy Asset Management, LLC52,231$1.39M0.01%+273+0.5%Added
Invesco Ltd.50,782$1.35M0.00%+12,551+32.8%Added
Bank of America Corp48,940$1.30M0.00%−6,690−12.0%Reduced
UBS Asset Management Americas Inc41,610$1.11M0.00%+6,273+17.8%Added
Rhumbline Advisers41,250$1.10M0.00%+7,279+21.4%Added
State of Wisconsin Investment Board40,823$1.09M0.00%−10,712−20.8%Reduced
Price T Rowe Associates Inc40,524$1.08M0.00%+8,623+27.0%Added
California State Teachers Retirement System37,831$1.01M0.00%+11,933+46.1%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management37,621$1.00M0.01%+7,069+23.1%Added
Quantbot Technologies LP36,340$965.9K0.04%+33,574+1,213.8%Added
Ritholtz Wealth Management36,213$962.5K0.01%−34−0.1%Reduced
Squarepoint Ops LLC35,834$952.5K0.00%−39,562−52.5%Reduced
Deutsche Bank AG35,141$934.0K0.00%+11,545+48.9%Added
Franklin Resources Inc35,086$932.6K0.00%+5,435+18.3%Added
Wells Fargo & Company34,604$919.8K0.00%+20,013+137.2%Added
Kornitzer Capital Management Inc33,345$886.3K0.02%−1,124−3.3%Reduced
Calamos Advisors LLC31,823$845.9K0.00%+19,977+168.6%Added
AQR Capital Management LLC31,454$836.0K0.00%−24,178−43.5%Reduced
Legal & General Group Plc28,720$763.4K0.00%+4,628+19.2%Added
Schonfeld Strategic Advisors LLC26,728$710.4K0.00%+15,684+142.0%Added
Axq Capital, LP24,007$638.1K0.07%+12,979+117.7%Added
Vanguard Asset Management, Ltd23,143$615.1K0.00%00.0%Unchanged
CM Wealth Advisors LLC21,741$577.9K0.10%+21,741New
Creative Planning21,517$571.9K0.00%+760+3.7%Added
LPL Financial LLC21,230$564.3K0.00%00.0%Unchanged
Teacher Retirement System of Texas20,689$549.9K0.00%−8,615−29.4%Reduced
The PNC Financial Services Group, Inc.19,809$526.5K0.00%00.0%Unchanged
MetLife Investment Management19,687$523.3K0.00%+4,586+30.4%Added
HSBC Holdings PLC18,783$503.7K0.00%−3,372−15.2%Reduced
JPMorgan Chase & Co18,885$501.4K0.00%+2,533+15.5%Added
Los Angeles Capital Management LLC18,217$484.2K0.00%−48,328−72.6%Reduced
VARCOV Co.18,014$478.8K0.18%−5,419−23.1%Reduced
US Bancorp17,854$474.6K0.00%+30.0%Added
Odyssean, LLC16,778$446.0K0.07%+16,778New
Quadrature Capital Ltd16,175$429.9K0.00%−669−4.0%Reduced
Raymond James Financial Inc16,026$426.0K0.00%+404+2.6%Added