ACUITY INC. (DE) (AYI) — Institutional Holders, Q2 2026
643 institutional investment managers reported a AYI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $11.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AYI in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- FMRAdded · +1,248,463 sh+$470.2M
- AQR CAPITAL MANAGEMENTAdded · +838,610 sh+$315.9M
- UBS Group AGAdded · +291,113 sh+$109.7M
- FULLER & THALER ASSET MANAGEMENTAdded · +222,485 sh+$83.8M
- GEODE CAPITAL MANAGEMENTAdded · +191,972 sh+$72.3M
Biggest sellers
- T. Rowe Price Investment ManagementTrimmed · -585,672 sh-$220.6M
- Durable Capital PartnersTrimmed · -287,083 sh-$108.1M
- ACADIAN ASSET MANAGEMENTTrimmed · -247,924 sh-$93.4M
- Alua Capital ManagementSold out · -226,168 sh-$85.2M
- Alyeska Investment Group, L.P.Trimmed · -190,933 sh-$71.9M
AYI 13F holders ranked 1–100 of 643
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | FMR#1 · 3,604,071 sh | 3,604,071 | $1.4B | 0.06% | +53.0% |
| 2 | BlackRock#2 · 2,978,769 sh | 2,978,769 | $1.1B | 0.02% | -2.7% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT#3 · 1,436,715 sh | 1,436,715 | $541.2M | 0.02% | +1.5% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 1,369,435 sh | 1,369,435 | $515.8M | 0.01% | -0.5% |
| 5 | AQR CAPITAL MANAGEMENT#5 · 1,274,516 sh | 1,274,516 | $471.0M | 0.16% | +192.4% |
| 6 | STATE STREET#6 · 966,017 sh | 966,017 | $363.8M | 0.01% | +2.1% |
| 7 | FULLER & THALER ASSET MANAGEMENT#7 · 772,130 sh | 772,130 | $290.8M | 0.79% | +40.5% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 768,419 sh | 768,419 | $289.5M | 0.02% | +33.3% |
| 9 | DIMENSIONAL FUND ADVISORS#9 · 766,536 sh | 766,536 | $288.7M | 0.05% | +20.7% |
| 10 | AMERICAN CENTURY COMPANIES#10 · 743,411 sh | 743,411 | $280.0M | 0.12% | -0.7% |
| 11 | JPMORGAN CHASE#11 · 713,050 sh | 713,050 | $262.7M | 0.01% | -7.5% |
| 12 | WELLINGTON MANAGEMENT GROUP LLP#12 · 658,213 sh | 658,213 | $247.9M | 0.04% | -13.7% |
| 13 | PRICE T ROWE ASSOCIATES#13 · 541,457 sh | 541,457 | $203.9M | 0.02% | +22.6% |
| 14 | Boston Partners#14 · 535,556 sh | 535,556 | $201.6M | 0.18% | -10.7% |
| 15 | UBS Group AG#15 · 515,771 sh | 515,771 | $194.3M | 0.02% | +129.6% |
| 16 | FIRST ADVISORS#16 · 434,229 sh | 434,229 | $163.6M | 0.10% | +14.9% |
| 17 | FIL Ltd#17 · 423,762 sh | 423,762 | $159.6M | 0.11% | -0.2% |
| 18 | GOLDMAN SACHS GROUP#18 · 382,232 sh | 382,232 | $144.0M | 0.01% | +89.4% |
| 19 | MORGAN STANLEY#19 · 363,273 sh | 363,273 | $136.8M | <0.01% | +37.5% |
| 20 | ALLEN OPERATIONS#20 · 344,100 sh | 344,100 | $129.6M | 17.96% | 0.0% |
| 21 | ACADIAN ASSET MANAGEMENT#21 · 335,121 sh | 335,121 | $126.2M | 0.15% | -42.5% |
| 22 | Fisher Asset Management#22 · 325,619 sh | 325,619 | $122.6M | 0.04% | -2.4% |
| 23 | NORGES BANK#23 · 316,972 sh | 316,972 | $119.4M | 0.01% | — |
| 24 | NORTHERN#24 · 294,385 sh | 294,385 | $110.9M | 0.01% | -0.7% |
| 25 | BANK OF AMERICA#25 · 281,470 sh | 281,470 | $106.0M | <0.01% | -0.7% |
| 26 | Allianz Asset Management GmbH#26 · 275,973 sh | 275,973 | $103.9M | 0.09% | -6.7% |
| 27 | Boston Walden#27 · 270,642 sh | 270,642 | $101.9M | 0.78% | +7.1% |
| 28 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#28 · 259,219 sh | 259,219 | $97.6M | 0.04% | +21.2% |
| 29 | MIRAE ASSET GLOBAL ETFS Ltd.#29 · 244,768 sh | 244,768 | $92.2M | 0.11% | +8.9% |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT#30 · 219,839 sh | 219,839 | $82.8M | 0.01% | 0.0% |
| 31 | EARNEST PARTNERS#31 · 211,164 sh | 211,164 | $79.5M | 0.29% | -0.7% |
| 32 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#32 · 207,903 sh | 207,903 | $78.3M | 0.01% | -1.7% |
| 33 | Bank of New York Mellon#33 · 204,992 sh | 204,992 | $77.2M | 0.01% | -10.7% |
| 34 | D. E. Shaw#34 · 197,579 sh | 197,579 | $74.4M | 0.04% | -3.3% |
| 35 | VANGUARD FIDUCIARY#35 · 190,751 sh | 190,751 | $71.8M | 0.02% | +0.7% |
| 36 | Greenstone Partners#36 · 179,710 sh | 179,710 | $67.7M | 15.65% | 0.0% |
| 37 | THRIVENT FINANCIAL FOR LUTHERANS#37 · 163,127 sh | 163,127 | $61.4M | 0.10% | -2.4% |
| 38 | SEIZERT CAPITAL PARTNERS#38 · 148,732 sh | 148,732 | $56.0M | 2.31% | -12.9% |
| 39 | VOLORIDGE INVESTMENT MANAGEMENT#39 · 136,404 sh | 136,404 | $51.4M | 0.22% | -13.8% |
| 40 | JUPITER ASSET MANAGEMENT LTD#40 · 136,123 sh | 136,123 | $51.3M | 0.25% | 0.0% |
| 41 | STOREBRAND ASSET MANAGEMENT AS#41 · 124,921 sh | 124,921 | $47.1M | 0.12% | +1.3% |
| 42 | Quantinno Capital Management#42 · 122,904 sh | 122,904 | $46.3M | 0.06% | +73.9% |
| 43 | Gotham Asset Management#43 · 122,627 sh | 122,627 | $46.2M | 0.11% | +190.0% |
| 44 | NEW YORK STATE COMMON RETIREMENT FUND#44 · 106,304 sh | 106,304 | $40.0M | 0.05% | -1.5% |
| 45 | T. Rowe Price Investment Management#45 · 104,945 sh | 104,945 | $39.5M | 0.03% | -84.8% |
| 46 | Invesco Ltd.#46 · 104,033 sh | 104,033 | $39.2M | <0.01% | -11.9% |
| 47 | Alyeska Investment Group, L.P.#47 · 102,608 sh | 102,608 | $38.6M | 0.10% | -65.0% |
| 48 | ASR Vermogensbeheer N.V.#48 · 100,996 sh | 100,996 | $38.0M | — | +3.3% |
| 49 | Triodos Investment Management BV#49 · 93,000 sh | 93,000 | $35.0M | 2.13% | 0.0% |
| 50 | JANE STREET GROUP#50 · 89,151 sh | 89,151 | $33.6M | <0.01% | +7020.7% |
| 51 | Arbejdsmarkedets Tillaegspension#51 · 88,400 sh | 88,400 | $33.3M | 0.72% | -1.3% |
| 52 | DEUTSCHE BANK AG\#52 · 87,845 sh | 87,845 | $33.1M | <0.01% | +1.8% |
| 53 | CAPTRUST FINANCIAL ADVISORS#53 · 84,951 sh | 84,951 | $32.0M | 0.05% | -2.7% |
| 54 | CITADEL ADVISORS#54 · 81,452 sh | 81,452 | $30.7M | <0.01% | +6010.4% |
| 55 | Robeco Institutional Asset Management B.V.#55 · 80,349 sh | 80,349 | $30.3M | — | -21.2% |
| 56 | ENVESTNET ASSET MANAGEMENT#56 · 79,477 sh | 79,477 | $29.9M | <0.01% | -20.2% |
| 57 | RHUMBLINE ADVISERS#57 · 77,919 sh | 77,919 | $29.3M | 0.02% | -0.7% |
| 58 | SEI INVESTMENTS#58 · 76,371 sh | 76,371 | $28.8M | 0.03% | -18.7% |
| 59 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#59 · 75,101 sh | 75,101 | $28.3M | 0.02% | +5.1% |
| 60 | ASHFORD CAPITAL MANAGEMENT#60 · 73,959 sh | 73,959 | $27.9M | 2.99% | +16.4% |
| 61 | SCHWERIN BOYLE CAPITAL MANAGEMENT#61 · 72,688 sh | 72,688 | $27.4M | 3.36% | -1.9% |
| 62 | Treasurer of the State of North Carolina#62 · 70,457 sh | 70,457 | $26.5M | 0.07% | +15.7% |
| 63 | Durable Capital Partners#63 · 68,646 sh | 68,646 | $25.9M | 0.25% | -80.7% |
| 64 | PRINCIPAL FINANCIAL GROUP#64 · 68,370 sh | 68,370 | $25.8M | 0.01% | +0.5% |
| 65 | WELLS FARGO & COMPANY#65 · 64,391 sh | 64,391 | $24.3M | <0.01% | +1.7% |
| 66 | Copeland Capital Management#66 · 60,802 sh | 60,802 | $22.9M | — | +91.4% |
| 67 | Swiss National Bank#67 · 57,800 sh | 57,800 | $21.8M | 0.01% | -4.7% |
| 68 | Trexquant Investment#68 · 55,969 sh | 55,969 | $21.1M | 0.12% | New |
| 69 | SYSTEMATIC FINANCIAL MANAGEMENT#69 · 52,711 sh | 52,711 | $19.9M | 0.40% | +63.1% |
| 70 | Nuveen#70 · 48,935 sh | 48,935 | $18.4M | <0.01% | -49.2% |
| 71 | LATHROP INVESTMENT MANAGEMENT#71 · 48,156 sh | 48,156 | $18.1M | 3.21% | -0.8% |
| 72 | Man Group plc#72 · 47,329 sh | 47,329 | $17.8M | 0.03% | -57.4% |
| 73 | Creative Planning#73 · 46,960 sh | 46,960 | $17.7M | 0.01% | +122.2% |
| 74 | Lightrock Netherlands B.V.#74 · 46,803 sh | 46,803 | $17.6M | 3.48% | +4.5% |
| 75 | Mariner#75 · 46,459 sh | 46,459 | $17.5M | 0.02% | +193.0% |
| 76 | RAYMOND JAMES FINANCIAL#76 · 45,481 sh | 45,481 | $17.1M | <0.01% | +36.8% |
| 77 | AMERIPRISE FINANCIAL#77 · 45,233 sh | 45,233 | $17.0M | <0.01% | +6.3% |
| 78 | Handelsbanken Fonder AB#78 · 43,491 sh | 43,491 | $16.4M | 0.05% | -11.9% |
| 79 | WEDGE CAPITAL MANAGEMENT L L P#79 · 42,944 sh | 42,944 | $16.2M | — | +8.8% |
| 80 | VAN ECK ASSOCIATES#80 · 40,362 sh | 40,362 | $15.2M | <0.01% | +0.4% |
| 81 | Legal & General Group Plc#81 · 39,591 sh | 39,591 | $14.9M | <0.01% | -5.3% |
| 82 | ALTRINSIC GLOBAL ADVISORS#82 · 39,540 sh | 39,540 | $14.9M | 0.55% | -8.6% |
| 83 | NORDEA INVESTMENT MANAGEMENT AB#83 · 39,702 sh | 39,702 | $14.8M | 0.01% | -7.4% |
| 84 | ALLIANCEBERNSTEIN L.P.#84 · 51,643 sh | 51,643 | $14.5M | <0.01% | +8.6% |
| 85 | STATE OF WISCONSIN INVESTMENT BOARD#85 · 38,332 sh | 38,332 | $14.4M | 0.03% | -9.7% |
| 86 | Swedbank AB#86 · 37,604 sh | 37,604 | $14.2M | 0.01% | 0.0% |
| 87 | Russell Investments Group, Ltd.#87 · 37,600 sh | 37,600 | $14.0M | 0.01% | -38.5% |
| 88 | VOYA INVESTMENT MANAGEMENT#88 · 36,553 sh | 36,553 | $13.8M | 0.01% | +16.3% |
| 89 | Distillate Capital Partners#89 · 35,572 sh | 35,572 | $13.4M | 0.70% | -14.2% |
| 90 | TWO SIGMA INVESTMENTS#90 · 34,957 sh | 34,957 | $13.2M | <0.01% | -73.5% |
| 91 | VIRGINIA RETIREMENT SYSTEMS ET Al#91 · 34,920 sh | 34,920 | $13.2M | 0.05% | New |
| 92 | FRANKLIN RESOURCES#92 · 34,322 sh | 34,322 | $12.9M | <0.01% | -16.5% |
| 93 | Retirement Systems of Alabama#93 · 31,147 sh | 31,147 | $11.7M | 0.04% | -16.6% |
| 94 | IEQ CAPITAL#94 · 30,757 sh | 30,757 | $11.6M | 0.05% | +519.4% |
| 95 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#95 · 30,740 sh | 30,740 | $11.6M | — | -10.1% |
| 96 | MERCER GLOBAL ADVISORS#96 · 30,140 sh | 30,140 | $11.4M | 0.01% | +73.8% |
| 97 | Illinois Municipal Retirement Fund#97 · 29,942 sh | 29,942 | $11.3M | 0.13% | +13.6% |
| 98 | CAPITAL FUND MANAGEMENT S.A.#98 · 29,869 sh | 29,869 | $11.3M | 0.05% | New |
| 99 | FEDERATED HERMES#99 · 29,603 sh | 29,603 | $11.2M | 0.02% | +5.0% |
| 100 | CANADA PENSION PLAN INVESTMENT BOARD#100 · 29,260 sh | 29,260 | $11.0M | <0.01% | -14.9% |
Funds that sold out of AYI in Q2 2026 (54)
Held AYI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.