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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, 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
33.2M
+3.75M (+12.7%) vs. Q1 2026
Total value
$882.0M
+$333.2M (+60.7%) 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: $882.0M
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, 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
Quantbot Technologies LP36,340$965.9K0.04%+33,574+1,213.8%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management37,621$1.00M0.01%+7,069+23.1%Added
California State Teachers Retirement System37,831$1.01M0.00%+11,933+46.1%Added
Price T Rowe Associates Inc40,524$1.08M0.00%+8,623+27.0%Added
State of Wisconsin Investment Board40,823$1.09M0.00%−10,712−20.8%Reduced
Rhumbline Advisers41,250$1.10M0.00%+7,279+21.4%Added
UBS Asset Management Americas Inc41,610$1.11M0.00%+6,273+17.8%Added
Bank of America Corp48,940$1.30M0.00%−6,690−12.0%Reduced
Invesco Ltd.50,782$1.35M0.00%+12,551+32.8%Added
O'Shaughnessy Asset Management, LLC52,231$1.39M0.01%+273+0.5%Added
Quantinno Capital Management LP55,362$1.47M0.00%+9,242+20.0%Added
Russell Investments Group, Ltd.58,046$1.54M0.00%+6,950+13.6%Added
Anderson Financial Strategies, LLC70,459$1.70M0.88%−14,237−16.8%Reduced
Alliancebernstein L.P.91,370$1.70M0.00%−66,034−42.0%Reduced
Citadel Advisors LLC64,850$1.72M0.00%+9,191+16.5%Added
Swiss National Bank66,200$1.76M0.00%+3,800+6.1%Added
Two Sigma Investments, LP67,447$1.79M0.00%−266,319−79.8%Reduced
XTX Topco Ltd67,720$1.80M0.02%+49,918+280.4%Added
Boothbay Fund Management, LLC72,938$1.94M0.04%−31,459−30.1%Reduced
Nuveen, LLC81,091$2.16M0.00%+9,227+12.8%Added
Citigroup Inc85,340$2.27M0.00%+79,888+1,465.3%Added
Annex Advisory Services, LLC87,527$2.33M0.04%−3,252−3.6%Reduced
Johnson Investment Counsel Inc91,083$2.42M0.02%00.0%Unchanged
SEI Investments Co94,315$2.51M0.00%−170,021−64.3%Reduced
Lazard Asset Management LLC100,145$2.66M0.00%+62,222+164.1%Added
Knights of Columbus Asset Advisors LLC105,756$2.81M0.14%+647+0.6%Added
Warren Averett Asset Management, LLC106,288$2.83M0.02%−3,174−2.9%Reduced
Aristides Capital LLC111,574$2.97M0.76%+8,330+8.1%Added
Martingale Asset Management L P126,523$3.36M0.08%+26,453+26.4%Added
Manatuck Hill Partners, LLC130,000$3.46M1.15%+80,000+160.0%Added
Expect Equity LLC142,209$3.78M2.43%−1,395−1.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.150,739$4.01M0.01%+50,165+49.9%Added
Phocas Financial Corp.163,716$4.35M0.60%−8,474−4.9%Reduced
Alyeska Investment Group, L.P.164,170$4.36M0.01%−135,830−45.3%Reduced
Ophir Asset Management Pty Ltd165,878$4.41M0.36%−573,506−77.6%Reduced
Punch & Associates Investment Management, Inc.167,579$4.45M0.22%+167,579New
North Star Investment Management Corp.183,463$4.88M0.26%−93,000−33.6%Reduced
UBS Group AG185,141$4.92M0.00%+162,074+702.6%Added
Allspring Global Investments Holdings, LLC190,167$5.05M0.01%+76,910+67.9%Added
Globeflex Capital L P195,394$5.19M0.66%+1,544+0.8%Added
Diamond Hill Capital Management Inc200,317$5.32M0.04%+40,656+25.5%Added
Goldman Sachs Group Inc203,140$5.40M0.00%−55,591−21.5%Reduced
First Trust Advisors LP220,352$5.86M0.00%+42,984+24.2%Added
Bank of New York Mellon Corp234,465$6.23M0.00%+746+0.3%Added
Vanguard Fiduciary Trust Co254,334$6.76M0.00%+40,643+19.0%Added
Archon Capital Management LLC263,480$7.00M2.84%00.0%Unchanged
Vanguard Portfolio Management LLC271,288$7.21M0.00%+70,897+35.4%Added
Morgan Stanley294,034$7.82M0.00%+83,100+39.4%Added
Essex Investment Management Co LLC295,820$7.86M1.03%+21,738+7.9%Added
G2 Investment Partners Management LLC300,000$7.97M1.45%−130,185−30.3%Reduced
Thompson Siegel & Walmsley LLC300,965$8.00M0.14%−4,000−1.3%Reduced
Pinnacle Financial Partners, Inc.318,197$8.46M0.06%00.0%Unchanged
New York State Common Retirement Fund319,911$8.50M0.01%+4,900+1.6%Added
Charles Schwab Investment Management Inc326,583$8.68M0.00%+47,479+17.0%Added
Northern Trust Corp326,589$8.68M0.00%+77,558+31.1%Added
First Eagle Investment Management, LLC340,824$9.06M0.01%+55,402+19.4%Added
Legato Capital Management LLC395,601$10.5M0.87%+2,689+0.7%Added
WealthTrust Axiom LLC569,344$15.1M3.38%−6,990−1.2%Reduced
Renaissance Technologies LLC604,122$16.1M0.02%−183,830−23.3%Reduced
Kennedy Capital Management, Inc.708,793$18.8M0.33%+34,980+5.2%Added
Owls Nest Partners IA, LLC728,895$19.4M6.29%+728,895New
State Street Corp779,806$20.7M0.00%+151,464+24.1%Added
Juniper Investment Company, LLC781,399$20.8M5.50%+10,650+1.4%Added
Boston Partners802,988$21.1M0.02%+17,819+2.3%Added
Geode Capital Management, LLC908,007$24.1M0.00%+184,019+25.4%Added
Thrivent Financial for Lutherans1,013,342$26.9M0.05%+39,514+4.1%Added
Dimensional Fund Advisors LP1,366,433$36.3M0.01%−97,689−6.7%Reduced
Wellington Management Group LLP1,372,841$36.5M0.01%+70,033+5.4%Added
AltraVue Capital, LLC1,391,553$37.0M2.67%−62,310−4.3%Reduced
Vanguard Capital Management LLC1,556,802$41.4M0.00%+94,413+6.5%Added
Royce & Associates LP1,836,591$48.8M0.39%+318,242+21.0%Added
Systematic Financial Management LP2,378,908$63.2M1.26%−124,240−5.0%Reduced
BlackRock, Inc.2,713,253$72.1M0.00%+591,702+27.9%Added
FMR LLC3,986,196$106.0M0.00%+3,777,681+1,811.7%Added
Hood River Capital Management LLC0$00.00%−313,650−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−245,924−100.0%Sold out
AWM Investment Company, Inc.0$00.00%−176,097−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−143,354−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−138,808−100.0%Sold out
Wedge Capital Management L L P0$00.00%−109,336−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−75,500−100.0%Sold out
American Century Companies Inc0$00.00%−57,362−100.0%Sold out
HRT Financial LP0$00.00%−47,510−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−38,354−100.0%Sold out
Millennium Management LLC0$00.00%−37,498−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−33,883−100.0%Sold out
Man Group plc0$00.00%−32,111−100.0%Sold out
Victory Capital Management Inc0$00.00%−28,295−100.0%Sold out
Magnetar Financial LLC0$00.00%−22,284−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−21,929−100.0%Sold out
Mink Brook Asset Management LLC0$00.00%−20,000−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−19,304−100.0%Sold out
Woodline Partners LP0$00.00%−17,500−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−16,340−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−13,345−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−13,253−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−12,660−100.0%Sold out
Algert Global LLC0$00.00%−11,320−100.0%Sold out
Marshall Wace, LLP0$00.00%−11,173−100.0%Sold out
New York State Teachers Retirement System0$00.00%−2,495−100.0%Sold out