Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ACA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.6M | $808.7M | +6.2% | 15.519% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.9M | $303.3M | β | 5.821% | 0.02% |
| 3 | Neuberger Berman Group LLC | 2.7M | $283.6M | +1.5% | 5.446% | 0.22% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 2.3M | $245.9M | -0.3% | 4.718% | 0.05% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $233.3M | β | 4.477% | 0.01% |
| 6 | STATE STREET CORP | 2.0M | $210.2M | +1.7% | 4.034% | 0.01% |
| 7 | Capital World Investors | 2.0M | $209.2M | +17.3% | 4.014% | 0.03% |
| 8 | Capital International Investors | 2.0M | $207.3M | -13.0% | 3.977% | 0.05% |
| 9 | ROYCE & ASSOCIATES LP | 1.3M | $132.9M | +1.5% | 2.551% | 1.31% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $128.4M | +5.1% | 2.464% | 0.01% |
| 11 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.1M | $113.6M | +7.9% | 2.179% | 0.19% |
| 12 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.0M | $106.6M | -8.3% | 2.046% | 0.77% |
| 13 | LOOMIS SAYLES & CO L P | 793K | $84.2M | -5.3% | 1.615% | 0.11% |
| 14 | FRANKLIN RESOURCES INC | 626K | $66.4M | -15.0% | 1.274% | 0.02% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 626K | $66.4M | -1.1% | 1.274% | 0.01% |
| 16 | FIRST TRUST ADVISORS LP | 530K | $56.3M | +29.1% | 1.080% | 0.04% |
| 17 | NORTHERN TRUST CORP | 522K | $55.4M | -9.4% | 1.064% | 0.01% |
| 18 | MORGAN STANLEY | 479K | $50.9M | -11.8% | 0.976% | 0.00% |
| 19 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 436K | $46.3M | +2.3% | 0.889% | 0.47% |
| 20 | GOLDMAN SACHS GROUP INC | 435K | $46.2M | -18.5% | 0.886% | 0.01% |
| 21 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 383K | $40.7M | +8.1% | 0.781% | 0.06% |
| 22 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 369K | $39.2M | -16.3% | 0.752% | 0.03% |
| 23 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 362K | $38.5M | +0.2% | 0.738% | 2.22% |
| 24 | Bank of New York Mellon Corp | 342K | $36.4M | -2.2% | 0.698% | 0.01% |
| 25 | Ananym Capital Management, LP | 333K | $35.3M | β | 0.678% | 13.48% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ACA β a direct measure of their conviction.
Filings activity in ACA during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 365 | +2.2% | 70.18% | 1.28 pp | $4.46B | 1.8% |
| Q4 2025 | 357 | +0.8% | 71.46% | +9.11 pp | $4.54B | +15% |
| Q3 2025 | 354 | +9.9% | 62.35% | +3.16 pp | $3.96B | +5.3% |
| Q2 2025 | 322 | +4.9% | 59.19% | +6.87 pp | $3.76B | +13% |
| Q1 2025 | 307 | 4.4% | 52.32% | 10.87 pp | $3.33B | 17% |
| Q4 2024 | 321 | +1.3% | 63.19% | +4.08 pp | $4.02B | +6.9% |
| Q3 2024 | 317 | 3.1% | 59.11% | 10.31 pp | $3.76B | 15% |
| Q2 2024 | 327 | β | 69.42% | β | $4.41B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ACA stock.
Based on Q1 2026 13F filings, institutional ownership of Arcosa, Inc. stands at 70.2%, held across 365 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ACA, with approximately 7,619,560 shares worth $0.81B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ACA.
Our composite Smart Money Score for ACA is 28 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
57 institutions opened new positions in ACA during Q1 2026, while 49 fully exited. 125 added to existing positions and 177 trimmed.
ACA institutional ownership fell by 1.28 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 61.9% of all reported 13F value in ACA, and the top 25 account for 81.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.