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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 $882.0M in total; no superinvestor holds it.

13F holders, Q1 2026

Institutional positions in Lsi Industries Inc as of Mar 31, 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
189
+36 vs. Q4 2025
Shares held
29.5M
+7.44M (+33.7%) vs. Q4 2025
Total value
$549.0M
+$144.7M (+35.8%) vs. Q4 2025
New holders
54
62 more added
Sold out
18
53 more reduced

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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 holdersQ1 2026: 189 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 heldQ1 2026: $549.0M
Q1 2021: $162.9MQ2 2021: $140.9MQ3 2021: $132.8MQ4 2021: $117.2MQ1 2022: $100.5MQ2 2022: $100.8MQ3 2022: $127.8MQ4 2022: $214.6MQ1 2023: $264.4MQ2 2023: $251.3MQ3 2023: $334.1MQ4 2023: $302.8MQ1 2024: $325.0MQ2 2024: $310.2MQ3 2024: $350.5MQ4 2024: $434.0MQ1 2025: $382.8MQ2 2025: $379.2MQ3 2025: $544.9MQ4 2025: $436.9MQ1 2026: $549.0MQ2 2026: $882.0M
Institutions holding LYTS and their total value by quarter
QuarterHoldersValue
Q2 2026174$882.0M
Q1 2026189$549.0M
Q4 2025156$436.9M
Q3 2025169$544.9M
Q2 2025160$379.2M
Q1 2025157$382.8M
Q4 2024151$434.0M
Q3 2024139$350.5M
Q2 2024138$310.2M
Q1 2024124$325.0M
Q4 2023131$302.8M
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$117.2M
Q3 202184$132.8M
Q2 202194$140.9M
Q1 202193$162.9M

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Lsi Industries Inc; share changes are against Q4 2025.

Institutions holding LYTS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Systematic Financial Management LP2,503,148$46.6M1.07%−50,805−2.0%Reduced
BlackRock, Inc.2,121,551$39.5M0.00%+35,885+1.7%Added
Royce & Associates LP1,518,349$28.2M0.28%+302,000+24.8%Added
Dimensional Fund Advisors LP1,464,122$27.2M0.01%+6,783+0.5%Added
Vanguard Capital Management LLC1,462,389$27.2M0.00%+1,462,389New
AltraVue Capital, LLC1,453,863$27.0M2.33%+8,030+0.6%Added
Wellington Management Group LLP1,302,808$24.2M0.00%+653,430+100.6%Added
Thrivent Financial for Lutherans973,828$18.1M0.03%+231,236+31.1%Added
Renaissance Technologies LLC787,952$14.7M0.02%−16,100−2.0%Reduced
Boston Partners785,169$14.6M0.02%+491,357+167.2%Added
Juniper Investment Company, LLC770,749$14.3M4.58%+429,245+125.7%Added
Ophir Asset Management Pty Ltd739,384$13.8M1.60%+739,384New
Geode Capital Management, LLC723,988$13.5M0.00%−39,194−5.1%Reduced
Kennedy Capital Management, Inc.673,813$12.5M0.27%+265,877+65.2%Added
State Street Corp628,342$11.7M0.00%+16,158+2.6%Added
WealthTrust Axiom LLC576,334$10.7M2.64%+819+0.1%Added
G2 Investment Partners Management LLC430,185$8.00M1.97%+125,185+41.0%Added
Legato Capital Management LLC392,912$7.31M0.67%−1,191−0.3%Reduced
Two Sigma Investments, LP333,766$6.21M0.01%+193,446+137.9%Added
Pinnacle Financial Partners, Inc.318,197$5.92M0.05%00.0%Unchanged
New York State Common Retirement Fund315,011$5.86M0.01%00.0%Unchanged
Hood River Capital Management LLC313,650$5.83M0.06%+313,650New
Thompson Siegel & Walmsley LLC304,965$5.67M0.10%+304,965New
Alyeska Investment Group, L.P.300,000$5.58M0.02%+300,000New
First Eagle Investment Management, LLC285,422$5.31M0.01%+2,000+0.7%Added
Charles Schwab Investment Management Inc279,104$5.19M0.00%+2,794+1.0%Added
North Star Investment Management Corp.276,463$5.14M0.31%+80,000+40.7%Added
Essex Investment Management Co LLC274,082$5.10M0.81%+4,834+1.8%Added
SEI Investments Co264,336$4.92M0.00%+190,840+259.7%Added
Archon Capital Management LLC263,480$4.90M2.77%+67,043+34.1%Added
Goldman Sachs Group Inc258,731$4.81M0.00%+100,442+63.5%Added
Northern Trust Corp249,031$4.63M0.00%+5,919+2.4%Added
Driehaus Capital Management LLC245,924$4.57M0.03%+245,924New
Bank of New York Mellon Corp233,719$4.35M0.00%−5,445−2.3%Reduced
Vanguard Fiduciary Trust Co213,691$3.97M0.00%+213,691New
Morgan Stanley210,934$3.92M0.00%−5,199−2.4%Reduced
FMR LLC208,515$3.88M0.00%+39,915+23.7%Added
Vanguard Portfolio Management LLC200,391$3.73M0.00%+200,391New
Globeflex Capital L P193,850$3.61M0.55%00.0%Unchanged
First Trust Advisors LP177,368$3.30M0.00%+5,133+3.0%Added
AWM Investment Company, Inc.176,097$3.28M0.36%+176,097New
Phocas Financial Corp.172,190$3.20M0.50%−47,589−21.7%Reduced
Diamond Hill Capital Management Inc159,661$2.97M0.02%+159,661New
Alliancebernstein L.P.157,404$2.88M0.00%−22,126−12.3%Reduced
Expect Equity LLC143,604$2.67M2.08%00.0%Unchanged
Qube Research & Technologies Ltd143,354$2.67M0.00%−36,583−20.3%Reduced
Arrowstreet Capital, Limited Partnership138,808$2.58M0.00%−49,295−26.2%Reduced
Allspring Global Investments Holdings, LLC113,257$2.11M0.00%+113,257New
Warren Averett Asset Management, LLC109,462$2.04M0.02%+381+0.3%Added
Wedge Capital Management L L P109,336$2.03M0.04%+63+0.1%Added
Anderson Financial Strategies, LLC84,696$2.03M1.11%+2,309+2.8%Added
Knights of Columbus Asset Advisors LLC105,109$1.96M0.11%−581−0.5%Reduced
Boothbay Fund Management, LLC104,397$1.94M0.05%+35,735+52.0%Added
Aristides Capital LLC103,244$1.92M0.63%+50,728+96.6%Added
Connor, Clark & Lunn Investment Management Ltd.100,574$1.87M0.00%−14,023−12.2%Reduced
Martingale Asset Management L P100,070$1.86M0.05%+27,098+37.1%Added
Johnson Investment Counsel Inc91,083$1.69M0.01%+520+0.6%Added
Annex Advisory Services, LLC90,779$1.69M0.03%−3,405−3.6%Reduced
Polar Asset Management Partners Inc.75,500$1.40M0.03%+75,500New
Squarepoint Ops LLC75,396$1.40M0.00%+58,278+340.4%Added
Nuveen, LLC71,864$1.34M0.00%+565+0.8%Added
Los Angeles Capital Management LLC66,545$1.24M0.00%−1,700−2.5%Reduced
Swiss National Bank62,400$1.16M0.00%+8,100+14.9%Added
American Century Companies Inc57,362$1.07M0.00%−1,869−3.2%Reduced
Citadel Advisors LLC55,659$1.04M0.00%+30,427+120.6%Added
AQR Capital Management LLC55,632$1.03M0.00%+12,715+29.6%Added
Bank of America Corp55,630$1.03M0.00%−46,195−45.4%Reduced
O'Shaughnessy Asset Management, LLC51,958$966.4K0.00%+4,426+9.3%Added
State of Wisconsin Investment Board51,535$958.6K0.00%−12,147−19.1%Reduced
Russell Investments Group, Ltd.51,096$950.4K0.00%+48,419+1,808.7%Added
Manatuck Hill Partners, LLC50,000$930.0K0.30%+50,000New
HRT Financial LP47,510$883.0K0.00%−3,570−7.0%Reduced
Quantinno Capital Management LP46,120$857.8K0.00%+536+1.2%Added
Point72 Asset Management, L.P.38,354$713.4K0.00%+38,354New
Invesco Ltd.38,231$711.1K0.00%−884−2.3%Reduced
Lazard Asset Management LLC37,923$705.4K0.00%−60,808−61.6%Reduced
Millennium Management LLC37,498$697.5K0.00%+8,802+30.7%Added
Ritholtz Wealth Management36,247$674.2K0.01%−1,230−3.3%Reduced
UBS Asset Management Americas Inc35,337$657.3K0.00%+343+1.0%Added
Kornitzer Capital Management Inc34,469$641.1K0.01%+34,469New
Rhumbline Advisers33,971$631.9K0.00%+207+0.6%Added
Campbell & CO Investment Adviser LLC33,883$630.2K0.04%+1,135+3.5%Added
Fifth Third Bancorp33,404$621.3K0.00%+33,404New
Man Group plc32,111$597.3K0.00%+19,282+150.3%Added
Price T Rowe Associates Inc31,901$594.0K0.00%+4,640+17.0%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management30,552$568.3K0.01%+5,828+23.6%Added
Franklin Resources Inc29,651$551.5K0.00%+1,654+5.9%Added
Teacher Retirement System of Texas29,304$545.1K0.00%+29,304New
Victory Capital Management Inc28,295$526.3K0.00%+28,295New
Barclays PLC28,123$523.1K0.00%−36,084−56.2%Reduced
California State Teachers Retirement System25,898$481.7K0.00%−2,044−7.3%Reduced
Legal & General Group Plc24,092$448.1K0.00%−2,982−11.0%Reduced
Deutsche Bank AG23,596$438.9K0.00%−190−0.8%Reduced
VARCOV Co.23,433$435.9K0.16%+23,433New
Vanguard Asset Management, Ltd23,143$430.5K0.00%+23,143New
UBS Group AG23,067$429.0K0.00%−47,884−67.5%Reduced
Magnetar Financial LLC22,284$414.5K0.00%+22,284New
HSBC Holdings PLC22,155$408.0K0.00%−2,307−9.4%Reduced
Balyasny Asset Management LLC21,929$407.9K0.00%+21,929New
LPL Financial LLC21,230$394.9K0.00%−214−1.0%Reduced