Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AYI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.1M | $858.3M | +5.6% | 9.989% | 0.02% |
| 2 | FMR LLC | 2.4M | $660.1M | +40.4% | 7.682% | 0.04% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4M | $396.5M | — | 4.614% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $385.5M | — | 4.487% | 0.01% |
| 5 | STATE STREET CORP | 947K | $265.3M | +2.3% | 3.087% | 0.01% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 763K | $213.8M | -3.2% | 2.489% | 0.04% |
| 7 | AMERICAN CENTURY COMPANIES INC | 749K | $209.9M | -1.1% | 2.443% | 0.11% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 635K | $178.0M | +8.2% | 2.071% | 0.04% |
| 9 | Boston Partners | 600K | $168.1M | -0.1% | 1.956% | 0.18% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 576K | $161.6M | +1.1% | 1.880% | 0.01% |
| 11 | FULLER & THALER ASSET MANAGEMENT, INC. | 550K | $154.0M | +14.7% | 1.793% | 0.52% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 436K | $120.0M | +33.4% | 1.422% | 0.05% |
| 13 | FIL Ltd | 425K | $119.0M | -1.2% | 1.385% | 0.09% |
| 14 | FIRST TRUST ADVISORS LP | 378K | $105.9M | +32.2% | 1.233% | 0.08% |
| 15 | Durable Capital Partners LP | 356K | $99.7M | -56.4% | 1.160% | 1.03% |
| 16 | ALLEN OPERATIONS LLC | 344K | $96.4M | 0.0% | 1.122% | 14.40% |
| 17 | Fisher Asset Management, LLC | 333K | $93.5M | -1.4% | 1.088% | 0.03% |
| 18 | NORTHERN TRUST CORP | 296K | $83.0M | +0.8% | 0.966% | 0.01% |
| 19 | Allianz Asset Management GmbH | 296K | $82.9M | +40.1% | 0.965% | 0.09% |
| 20 | Alyeska Investment Group, L.P. | 294K | $82.3M | -46.6% | 0.957% | 0.23% |
| 21 | BANK OF AMERICA CORP /DE/ | 283K | $79.4M | +58.8% | 0.924% | 0.01% |
| 22 | MORGAN STANLEY | 264K | $74.0M | -1.8% | 0.862% | 0.00% |
| 23 | Boston Trust Walden Corp | 253K | $70.8M | +1.7% | 0.824% | 0.58% |
| 24 | Bank of New York Mellon Corp | 230K | $64.3M | -0.7% | 0.749% | 0.01% |
| 25 | Alua Capital Management LP | 226K | $63.4M | — | 0.738% | 6.93% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AYI — a direct measure of their conviction.
Filings activity in AYI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 568 | 5.3% | 79.12% | 30.46 pp | $7.21B | 28% |
| Q4 2025 | 600 | +8.7% | 109.58% | +5.83 pp | $9.99B | +5.6% |
| Q3 2025 | 552 | +2.4% | 103.75% | 16.35 pp | $9.46B | 14% |
| Q2 2025 | 539 | +2.5% | 120.10% | +38.53 pp | $10.95B | +47% |
| Q1 2025 | 526 | +0.2% | 81.57% | 10.13 pp | $7.43B | 11% |
| Q4 2024 | 525 | +14% | 91.70% | +8.24 pp | $8.36B | +9.9% |
| Q3 2024 | 459 | 1.7% | 83.46% | +8.45 pp | $7.61B | +11% |
| Q2 2024 | 467 | — | 75.01% | — | $6.84B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 30, 2026 | Leibman Maya | Buy | 200 | $288.83 | $58K |
| Apr 8, 2026 | O'Shaughnessy Laura | Buy | 1K | $282.98 | $283K |
Quick answers to the most common questions about buying AYI stock.
Based on Q1 2026 13F filings, institutional ownership of Acuity Brands, Inc. stands at 79.1%, held across 568 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AYI, with approximately 3,062,878 shares worth $0.86B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of AYI, including Fisher Asset Management, LLC.
Our composite Smart Money Score for AYI is 29 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
84 institutions opened new positions in AYI during Q1 2026, while 116 fully exited. 86 added to existing positions and 394 trimmed.
AYI institutional ownership fell by 30.46 percentage points quarter-over-quarter, with a net change of -32 holders.
The top 10 institutions account for 48.5% of all reported 13F value in AYI, and the top 25 account for 67.7%.
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.
Acuity Brands, Inc. (AYI) Institutional Ownership