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AYI in the 13F filings

Acuity Inc · CUSIP 00508Y102

Sector · Industrials
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
15 Dec 2025
latest of these filings; the earliest 31 Oct 2025
Managers listing it
15
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 14 listed it in both
Shares listed
5,486,779
combined, among listed positions
Reported value
$1.9bn
combined, at the quarter end

Among the 95 comparable managers: 10 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing AYI in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

15 of 15 holders

ActionFiling
Fidelity (FMR LLC)1,548,583$533munder 0.1%Trimmed-258,41213 Nov 2025 (the filing on sec.gov)
Durable Capital Partners LP1,363,619$470m3.48%Added+113,72014 Nov 2025 (the filing on sec.gov)
Wellington Management Group LLP895,703$308m0.05%Trimmed-34,31014 Nov 2025 (the filing on sec.gov)
Millennium Management LLC571,017$197m0.08%Added+283,20314 Nov 2025 (the filing on sec.gov)
Acadian Asset Management LLC357,157$123m0.21%Trimmed-83,08013 Nov 2025 (the filing on sec.gov)
AQR Capital Management LLC297,407$102m0.07%Added+42,94514 Nov 2025 (the filing on sec.gov)
Point72 Asset Management LP165,250$57m0.10%Added+95,64314 Nov 2025 (the filing on sec.gov)
Freestone Grove Partners LP109,829$38m0.28%Trimmed-25,85614 Nov 2025 (the filing on sec.gov)
Walleye Capital LLC64,710$22m0.08%Added+7,87914 Nov 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC49,495$17m0.10%Added+27,48414 Nov 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP19,634$6.8munder 0.1%Newnew15 Dec 2025 (the filing on sec.gov)
Bridgewater Associates LP18,781$6.5munder 0.1%Added+10,47013 Nov 2025 (the filing on sec.gov)
Quantbot Technologies LP14,241$4.9m0.13%Added+1,85112 Nov 2025 (the filing on sec.gov)
Markel Group Inc9,750$3.4munder 0.1%Held031 Oct 2025 (the filing on sec.gov)
Polen Capital Management LLC1,603$552kunder 0.1%Added+6312 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AYI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20137$660mn.a.n.a.
Q3 20135$751mn.a.n.a.
Q4 20134$708mn.a.n.a.
Q1 20148$989mn.a.n.a.
Q2 20147$1.1bnn.a.n.a.
Q3 20147$1.3bnn.a.n.a.
Q4 201411$1.4bnn.a.n.a.
Q1 201514$1.5bnn.a.n.a.
Q2 201511$1.3bnn.a.n.a.
Q3 201513$1.4bnn.a.n.a.
Q4 201515$2.0bnn.a.n.a.
Q1 201610$1.9bnn.a.n.a.
Q2 201612$2.1bnn.a.n.a.
Q3 201611$2.1bnn.a.n.a.
Q4 20169$1.7bnn.a.n.a.
Q1 20179$1.2bnn.a.n.a.
Q2 201710$1.8bnn.a.n.a.
Q3 20177$1.5bnn.a.n.a.
Q4 201711$1.6bnn.a.n.a.
Q1 20189$1.1bnn.a.n.a.
Q2 201810$160mn.a.n.a.
Q3 201811$595mn.a.n.a.
Q4 20186$42mn.a.n.a.
Q1 20196$38mn.a.n.a.
Q2 20195$160mn.a.n.a.
Q3 20197$207mn.a.n.a.
Q4 20197$301mn.a.n.a.
Q1 20208$376mn.a.n.a.
Q2 202015$522mn.a.n.a.
Q3 20208$608mn.a.n.a.
Q4 202010$568mn.a.n.a.
Q1 20219$758mn.a.n.a.
Q2 20217$864mn.a.n.a.
Q3 20213$984mn.a.n.a.
Q4 20219$1.4bnn.a.n.a.
Q1 20228$1.3bnn.a.n.a.
Q2 20227$1.0bnn.a.n.a.
Q3 20229$991mn.a.n.a.
Q4 20226$963mn.a.n.a.
Q1 20239$1.0bnn.a.n.a.
Q2 202311$830mn.a.n.a.
Q3 202310$943mn.a.n.a.
Q4 202310$1.1bn55
Q1 20249$1.4bn45
Q2 20249$1.3bn64
Q3 202411$1.4bn74
Q4 202412$1.7bn101
Q1 202511$1.5bn83
Q2 202518$1.7bn126
Q3 202515$1.9bn104
Q4 202519$1.9bn2216
Q1 202614$1.4bn1721
Q2 202613$2.4bn1421

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AYI and KLAC →AYI and GE →AYI and LRCX →Choose a stock to compare with AYI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AYI, latest filings →Back to the 13F Explorer →