LSI INDUSTRIES INC (LYTS) — Institutional Holders, Q2 2026

175 institutional investment managers reported a LYTS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $881.0M. 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.

← LYTS stock profile

LYTS 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.

New positions

Added to

Trimmed

Sold out

Biggest buyers

FMRAdded · +3,777,681 sh+$100.4M
Owls Nest Partners IANew · +728,895 sh+$19.4M
BlackRockAdded · +591,702 sh+$15.7M
ROYCE & ASSOCIATESAdded · +318,242 sh+$8.5M
GEODE CAPITAL MANAGEMENTAdded · +184,019 sh+$4.9M

Biggest sellers

Ophir Asset Management Pty LtdTrimmed · -573,506 sh-$15.2M
Hood River Capital ManagementSold out · -313,650 sh-$8.3M
TWO SIGMA INVESTMENTSTrimmed · -266,319 sh-$7.1M
DRIEHAUS CAPITAL MANAGEMENTSold out · -245,924 sh-$6.5M
RENAISSANCE TECHNOLOGIESTrimmed · -183,830 sh-$4.9M

LYTS 13F holders ranked 1–100 of 175

Institutional investors reporting a position in LSI INDUSTRIES INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	FMR#1 · 3,986,196 sh	3,986,196	$106.0M	<0.01%	+1811.7%
2	BlackRock#2 · 2,713,253 sh	2,713,253	$72.1M	<0.01%	+27.9%
3	SYSTEMATIC FINANCIAL MANAGEMENT#3 · 2,378,908 sh	2,378,908	$63.2M	1.26%	-5.0%
4	ROYCE & ASSOCIATES#4 · 1,836,591 sh	1,836,591	$48.8M	0.39%	+21.0%
5	VANGUARD CAPITAL MANAGEMENT#5 · 1,556,802 sh	1,556,802	$41.4M	<0.01%	+6.5%
6	AltraVue Capital#6 · 1,391,553 sh	1,391,553	$37.0M	2.67%	-4.3%
7	WELLINGTON MANAGEMENT GROUP LLP#7 · 1,372,841 sh	1,372,841	$36.5M	<0.01%	+5.4%
8	DIMENSIONAL FUND ADVISORS#8 · 1,366,433 sh	1,366,433	$36.3M	<0.01%	-6.7%
9	THRIVENT FINANCIAL FOR LUTHERANS#9 · 1,013,342 sh	1,013,342	$26.9M	0.05%	+4.1%
10	GEODE CAPITAL MANAGEMENT#10 · 908,007 sh	908,007	$24.1M	<0.01%	+25.4%
11	Boston Partners#11 · 802,988 sh	802,988	$21.1M	0.02%	+2.3%
12	Juniper Investment Company#12 · 781,399 sh	781,399	$20.8M	5.50%	+1.4%
13	STATE STREET#13 · 779,806 sh	779,806	$20.7M	<0.01%	+24.1%
14	Owls Nest Partners IA#14 · 728,895 sh	728,895	$19.4M	6.29%	New
15	KENNEDY CAPITAL MANAGEMENT#15 · 708,793 sh	708,793	$18.8M	0.33%	+5.2%
16	RENAISSANCE TECHNOLOGIES#16 · 604,122 sh	604,122	$16.1M	0.02%	-23.3%
17	WealthTrust Axiom#17 · 569,344 sh	569,344	$15.1M	3.38%	-1.2%
18	Legato Capital Management#18 · 395,601 sh	395,601	$10.5M	0.87%	+0.7%
19	First Eagle Investment Management#19 · 340,824 sh	340,824	$9.1M	0.02%	+19.4%
20	NORTHERN#20 · 326,589 sh	326,589	$8.7M	<0.01%	+31.1%
21	CHARLES SCHWAB INVESTMENT MANAGEMENT#21 · 326,583 sh	326,583	$8.7M	<0.01%	+17.0%
22	NEW YORK STATE COMMON RETIREMENT FUND#22 · 319,911 sh	319,911	$8.5M	0.01%	+1.6%
23	Pinnacle Financial Partners#23 · 318,197 sh	318,197	$8.5M	0.06%	0.0%
24	THOMPSON SIEGEL & WALMSLEY#24 · 300,965 sh	300,965	$8.0M	0.14%	-1.3%
25	G2 Investment Partners Management#25 · 300,000 sh	300,000	$8.0M	1.45%	-30.3%
26	ESSEX INVESTMENT MANAGEMENT#26 · 295,820 sh	295,820	$7.9M	—	+7.9%
27	MORGAN STANLEY#27 · 294,034 sh	294,034	$7.8M	<0.01%	+39.4%
28	VANGUARD PORTFOLIO MANAGEMENT#28 · 271,288 sh	271,288	$7.2M	<0.01%	+35.4%
29	Archon Capital Management#29 · 263,480 sh	263,480	$7.0M	2.84%	0.0%
30	VANGUARD FIDUCIARY#30 · 254,334 sh	254,334	$6.8M	<0.01%	+19.0%
31	Bank of New York Mellon#31 · 234,465 sh	234,465	$6.2M	<0.01%	+0.3%
32	FIRST ADVISORS#32 · 220,352 sh	220,352	$5.9M	<0.01%	+24.2%
33	GOLDMAN SACHS GROUP#33 · 203,140 sh	203,140	$5.4M	<0.01%	-21.5%
34	DIAMOND HILL CAPITAL MANAGEMENT#34 · 200,317 sh	200,317	$5.3M	0.04%	+25.5%
35	GLOBEFLEX CAPITAL L P#35 · 195,394 sh	195,394	$5.2M	0.66%	+0.8%
36	Allspring Global Investments#36 · 190,167 sh	190,167	$5.1M	<0.01%	+67.9%
37	UBS Group AG#37 · 185,141 sh	185,141	$4.9M	<0.01%	+702.6%
38	North Star Investment Management#38 · 183,463 sh	183,463	$4.9M	—	-33.6%
39	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT#39 · 167,579 sh	167,579	$4.5M	0.22%	New
40	Ophir Asset Management Pty Ltd#40 · 165,878 sh	165,878	$4.4M	0.36%	-77.6%
41	Alyeska Investment Group, L.P.#41 · 164,170 sh	164,170	$4.4M	0.01%	-45.3%
42	Phocas Financial#42 · 163,716 sh	163,716	$4.4M	0.60%	-4.9%
43	Connor, Clark & Lunn Investment Management Ltd.#43 · 150,739 sh	150,739	$4.0M	<0.01%	+49.9%
44	Expect Equity#44 · 142,209 sh	142,209	$3.8M	2.43%	-1.0%
45	Manatuck Hill Partners#45 · 130,000 sh	130,000	$3.5M	1.15%	+160.0%
46	MARTINGALE ASSET MANAGEMENT L P#46 · 126,523 sh	126,523	$3.4M	0.08%	+26.4%
47	Aristides Capital#47 · 111,574 sh	111,574	$3.0M	0.58%	+8.1%
48	Waverly Advisors#48 · 106,288 sh	106,288	$2.8M	0.02%	-2.9%
49	Knights of Columbus Asset Advisors#49 · 105,756 sh	105,756	$2.8M	0.14%	+0.6%
50	LAZARD ASSET MANAGEMENT#50 · 100,145 sh	100,145	$2.7M	<0.01%	+164.1%
51	SEI INVESTMENTS#51 · 94,315 sh	94,315	$2.5M	<0.01%	-64.3%
52	JOHNSON INVESTMENT COUNSEL#52 · 91,083 sh	91,083	$2.4M	0.02%	0.0%
53	Annex Advisory Services#53 · 87,527 sh	87,527	$2.3M	—	-3.6%
54	CITIGROUP#54 · 85,340 sh	85,340	$2.3M	<0.01%	+1465.3%
55	Nuveen#55 · 81,091 sh	81,091	$2.2M	<0.01%	+12.8%
56	BOOTHBAY FUND MANAGEMENT#56 · 72,938 sh	72,938	$1.9M	0.03%	-30.1%
57	XTX Topco Ltd#57 · 67,720 sh	67,720	$1.8M	0.02%	+280.4%
58	TWO SIGMA INVESTMENTS#58 · 67,447 sh	67,447	$1.8M	<0.01%	-79.8%
59	Swiss National Bank#59 · 66,200 sh	66,200	$1.8M	<0.01%	+6.1%
60	CITADEL ADVISORS#60 · 64,850 sh	64,850	$1.7M	<0.01%	+16.5%
61	ALLIANCEBERNSTEIN L.P.#61 · 91,370 sh	91,370	$1.7M	<0.01%	-42.0%
62	Anderson Financial Strategies#62 · 70,459 sh	70,459	$1.7M	0.88%	-16.8%
63	Russell Investments Group, Ltd.#63 · 58,046 sh	58,046	$1.5M	<0.01%	+13.6%
64	Quantinno Capital Management#64 · 55,362 sh	55,362	$1.5M	<0.01%	+20.0%
65	O'SHAUGHNESSY ASSET MANAGEMENT#65 · 52,231 sh	52,231	$1.4M	<0.01%	+0.5%
66	Invesco Ltd.#66 · 50,782 sh	50,782	$1.3M	<0.01%	+32.8%
67	BANK OF AMERICA#67 · 48,940 sh	48,940	$1.3M	<0.01%	-12.0%
68	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#68 · 41,610 sh	41,610	$1.1M	<0.01%	+17.8%
69	RHUMBLINE ADVISERS#69 · 41,250 sh	41,250	$1.1M	<0.01%	+21.4%
70	STATE OF WISCONSIN INVESTMENT BOARD#70 · 40,823 sh	40,823	$1.1M	<0.01%	-20.8%
71	PRICE T ROWE ASSOCIATES#71 · 40,524 sh	40,524	$1.1M	<0.01%	+27.0%
72	Empirical Financial Services, d.b.a. Empirical Wealth Ma#72 · 37,621 sh	37,621	$1000.0K	—	+23.1%
73	Quantbot Technologies#73 · 36,340 sh	36,340	$965.9K	0.04%	+1213.8%
74	RITHOLTZ WEALTH MANAGEMENT#74 · 36,213 sh	36,213	$962.5K	0.01%	-0.1%
75	Squarepoint Ops#75 · 35,834 sh	35,834	$952.5K	<0.01%	-52.5%
76	DEUTSCHE BANK AG\#76 · 35,141 sh	35,141	$934.0K	<0.01%	+48.9%
77	FRANKLIN RESOURCES#77 · 35,086 sh	35,086	$932.6K	<0.01%	+18.3%
78	WELLS FARGO & COMPANY#78 · 34,604 sh	34,604	$919.8K	<0.01%	+137.2%
79	KORNITZER CAPITAL MANAGEMENT#79 · 33,345 sh	33,345	$886.3K	0.02%	-3.3%
80	Calamos Advisors#80 · 31,823 sh	31,823	$845.9K	<0.01%	+168.6%
81	AQR CAPITAL MANAGEMENT#81 · 31,454 sh	31,454	$836.0K	<0.01%	-43.5%
82	Legal & General Group Plc#82 · 28,720 sh	28,720	$763.4K	<0.01%	+19.2%
83	Schonfeld Strategic Advisors#83 · 26,728 sh	26,728	$710.4K	<0.01%	+142.0%
84	AXQ CAPITAL#84 · 24,007 sh	24,007	$638.1K	0.07%	+117.7%
85	VANGUARD ASSET MANAGEMENT, Ltd#85 · 23,143 sh	23,143	$615.1K	<0.01%	0.0%
86	CM WEALTH ADVISORS#86 · 21,741 sh	21,741	$577.9K	0.10%	New
87	Creative Planning#87 · 21,517 sh	21,517	$571.9K	<0.01%	+3.7%
88	LPL Financial#88 · 21,230 sh	21,230	$564.3K	<0.01%	0.0%
89	TEACHER RETIREMENT SYSTEM OF TEXAS#89 · 20,689 sh	20,689	$549.9K	<0.01%	-29.4%
90	PNC FINANCIAL SERVICES GROUP#90 · 19,809 sh	19,809	$526.5K	<0.01%	0.0%
91	MetLife Investment Management#91 · 19,687 sh	19,687	$523.3K	<0.01%	+30.4%
92	HSBC PLC#92 · 18,783 sh	18,783	$503.7K	<0.01%	-15.2%
93	JPMORGAN CHASE#93 · 18,885 sh	18,885	$501.4K	0.00%	+15.5%
94	LOS ANGELES CAPITAL MANAGEMENT#94 · 18,217 sh	18,217	$484.2K	<0.01%	-72.6%
95	VARCOV#95 · 18,014 sh	18,014	$478.8K	0.18%	-23.1%
96	US BANCORP \DE\#96 · 17,854 sh	17,854	$474.6K	<0.01%	0.0%
97	Odyssean#97 · 16,778 sh	16,778	$446.0K	0.07%	New
98	Quadrature Capital Ltd#98 · 16,175 sh	16,175	$429.9K	<0.01%	-4.0%
99	RAYMOND JAMES FINANCIAL#99 · 16,026 sh	16,026	$426.0K	<0.01%	+2.6%
100	MIRAE ASSET GLOBAL ETFS Ltd.#100 · 15,461 sh	15,461	$411.0K	<0.01%	+18.3%

Funds that sold out of LYTS in Q2 2026 (36)

Held LYTS 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.

Institutions that held LYTS in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Hood River Capital Management313,650 sh	313,650	$5.8M
DRIEHAUS CAPITAL MANAGEMENT245,924 sh	245,924	$4.6M
AWM Investment Company176,097 sh	176,097	$3.3M
Qube Research & Technologies Ltd143,354 sh	143,354	$2.7M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP138,808 sh	138,808	$2.6M
WEDGE CAPITAL MANAGEMENT L L P109,336 sh	109,336	$2.0M
Polar Asset Management Partners75,500 sh	75,500	$1.4M
AMERICAN CENTURY COMPANIES57,362 sh	57,362	$1.1M
HRT FINANCIAL47,510 sh	47,510	$883.0K
Point72 Asset Management, L.P.38,354 sh	38,354	$713.4K
MILLENNIUM MANAGEMENT37,498 sh	37,498	$697.5K
Campbell & Investment Adviser33,883 sh	33,883	$630.2K
Man Group plc32,111 sh	32,111	$597.3K
VICTORY CAPITAL MANAGEMENT28,295 sh	28,295	$526.3K
Magnetar Financial22,284 sh	22,284	$414.5K
BALYASNY ASSET MANAGEMENT L.P.21,929 sh	21,929	$407.9K
Mink Brook Asset Management20,000 sh	20,000	$372.0K
Aquatic Capital Management19,304 sh	19,304	$359.1K
Woodline Partners17,500 sh	17,500	$325.5K
Dynamic Technology Lab Private Ltd16,340 sh	16,340	$303.9K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.13,345 sh	13,345	$248.2K
MIRABELLA FINANCIAL SERVICES LLP13,253 sh	13,253	$246.5K
Y-Intercept (Hong Kong) Ltd12,660 sh	12,660	$235.5K
ALGERT GLOBAL11,320 sh	11,320	$211.0K
MARSHALL WACE, LLP11,173 sh	11,173	$207.8K
QUADRANT CAPITAL GROUP1,916 sh	1,916	$66.8K
NEW YORK STATE TEACHERS RETIREMENT SYSTEM2,495 sh	2,495	$46.0K
EASTERN BANK609 sh	609	$11.3K
MAI Capital Management301 sh	301	$5.6K
CHILTON CAPITAL MANAGEMENT184 sh	184	$3.4K
Advisory Services Network50 sh	50	$930.00
SIMPLEX TRADING48 sh	48	$892.00
Root Financial Partners36 sh	36	$670.00
VANGUARD ADVISERS20 sh	20	$372.00
MassMutual Private Wealth & , FSB7 sh	7	$130.00
NATIONAL BANK OF CANADA1 sh	1	$19.00

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.