Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LYTS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 2.5M | $46.6M | -2.0% | 8.040% | 1.07% |
| 2 | BlackRock, Inc. | 2.1M | $39.5M | +1.7% | 6.814% | 0.00% |
| 3 | ROYCE & ASSOCIATES LP | 1.5M | $28.2M | +24.8% | 4.877% | 0.28% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $27.2M | +0.5% | 4.703% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $27.2M | β | 4.697% | 0.00% |
| 6 | AltraVue Capital, LLC | 1.5M | $27.0M | +0.6% | 4.670% | 2.33% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 1.3M | $24.2M | +100.6% | 4.185% | 0.00% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 788K | $14.7M | -2.0% | 2.531% | 0.02% |
| 9 | Boston Partners | 785K | $14.6M | +167.2% | 2.522% | 0.02% |
| 10 | Juniper Investment Company, LLC | 771K | $14.3M | +125.7% | 2.476% | 4.58% |
| 11 | Ophir Asset Management Pty Ltd | 739K | $13.8M | β | 2.375% | 1.60% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 724K | $13.5M | -5.1% | 2.326% | 0.00% |
| 13 | KENNEDY CAPITAL MANAGEMENT, INC. | 674K | $12.5M | +65.2% | 2.164% | 0.27% |
| 14 | STATE STREET CORP | 628K | $11.7M | +2.6% | 2.018% | 0.00% |
| 15 | WealthTrust Axiom LLC | 576K | $10.7M | +0.1% | 1.851% | 2.64% |
| 16 | G2 Investment Partners Management LLC | 430K | $8.0M | +41.0% | 1.382% | 1.97% |
| 17 | TWO SIGMA INVESTMENTS, LP | 334K | $6.2M | +137.9% | 1.072% | 0.01% |
| 18 | Pinnacle Financial Partners, Inc. | 318K | $5.9M | β | 1.022% | 0.05% |
| 19 | NEW YORK STATE COMMON RETIREMENT FUND | 315K | $5.9M | 0.0% | 1.012% | 0.01% |
| 20 | Hood River Capital Management LLC | 314K | $5.8M | β | 1.007% | 0.06% |
| 21 | Alyeska Investment Group, L.P. | 300K | $5.6M | β | 0.964% | 0.02% |
| 22 | First Eagle Investment Management, LLC | 285K | $5.3M | +0.7% | 0.917% | 0.01% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 279K | $5.2M | +1.0% | 0.897% | 0.00% |
| 24 | North Star Investment Management Corp. | 276K | $5.1M | +40.7% | 0.888% | 0.31% |
| 25 | ESSEX INVESTMENT MANAGEMENT CO LLC | 274K | $5.1M | +1.8% | 0.880% | 0.81% |
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 LYTS β a direct measure of their conviction.
Filings activity in LYTS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new LYTS position in Q1 2026
Institutions that fully closed their LYTS position in Q1 2026
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 | 186 | +22% | 64.82% | +13.75 pp | $516M | +27% |
| Q4 2025 | 152 | 8.4% | 51.07% | 14.61 pp | $407M | 22% |
| Q3 2025 | 166 | +5.1% | 65.68% | +20.80 pp | $523M | +46% |
| Q2 2025 | 158 | +1.9% | 44.88% | 1.14 pp | $357M | 2.5% |
| Q1 2025 | 155 | +4.0% | 46.02% | 5.52 pp | $366M | 11% |
| Q4 2024 | 149 | +8.8% | 51.54% | 148.45 pp | $410M | 82% |
| Q3 2024 | 137 | +0.7% | 199.99% | +163.28 pp | $2.34B | +699% |
| Q2 2024 | 136 | β | 36.71% | β | $292M | 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 LYTS stock.
Based on Q1 2026 13F filings, institutional ownership of LSI Industries Inc. stands at 64.8%, held across 186 reporting institutions.
SYSTEMATIC FINANCIAL MANAGEMENT LP is the largest reported institutional holder of LYTS, with approximately 2,503,148 shares worth $0.05B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of LYTS, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for LYTS is 75 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
57 institutions opened new positions in LYTS during Q1 2026, while 23 fully exited. 84 added to existing positions and 41 trimmed.
LYTS institutional ownership rose by 13.75 percentage points quarter-over-quarter, with a net change of +34 holders.
The top 10 institutions account for 51.1% of all reported 13F value in LYTS, and the top 25 account for 74.4%.
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.
LSI Industries Inc. (LYTS) Institutional Ownership