| 4 | ROYCE & ASSOCIATES LP | 1.8M | $48.8M | +21.0% | 5.449% | 0.39% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $41.4M | +6.5% | 4.619% | 0.00% |
| 6 | AltraVue Capital, LLC | 1.4M | $37.0M | -4.3% | 4.128% | 2.67% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 1.4M | $36.5M | +5.4% | 4.073% | 0.01% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $36.3M | -6.7% | 4.054% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 908K | $24.1M | +25.4% | 2.694% | 0.00% |
| 10 | Boston Partners | 803K | $21.1M | +2.3% | 2.382% | 0.02% |
| 11 | Juniper Investment Company, LLC | 781K | $20.8M | +1.4% | 2.318% | 5.50% |
| 12 | STATE STREET CORP | 780K | $20.7M | +24.1% | 2.313% | 0.00% |
| 13 | Owls Nest Partners IA, LLC | 729K | $19.4M | — | 2.162% | 6.29% |
| 14 | KENNEDY CAPITAL MANAGEMENT LLC | 709K | $18.8M | +5.2% | 2.103% | 0.33% |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 604K | $16.1M | -23.3% | 1.792% | 0.02% |
| 16 | WealthTrust Axiom LLC | 569K | $15.1M | -1.2% | 1.689% | 3.38% |
| 17 | First Eagle Investment Management, LLC | 341K | $9.1M | +19.4% | 1.011% | 0.01% |
| 18 | NORTHERN TRUST CORP | 327K | $8.7M | +31.1% | 0.969% | 0.00% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 327K | $8.7M | +17.0% | 0.969% | 0.00% |
| 20 | NEW YORK STATE COMMON RETIREMENT FUND | 320K | $8.5M | +1.6% | 0.949% | 0.01% |
| 21 | Pinnacle Financial Partners, Inc. | 318K | $8.5M | 0.0% | 0.944% | 0.06% |
| 22 | G2 Investment Partners Management LLC | 300K | $8.0M | -30.3% | 0.890% | 1.45% |
| 23 | ESSEX INVESTMENT MANAGEMENT CO LLC | 296K | $7.9M | +7.9% | 0.878% | 1.03% |
| 24 | MORGAN STANLEY | 294K | $7.8M | +39.4% | 0.872% | 0.00% |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | 271K | $7.2M | +35.4% | 0.805% | 0.00% |
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 LYTS — a direct measure of their conviction.
| 67.97% |
| +1.01 pp |
| $366M |
| 11% |
| Q4 2024 | 149 | +8.8% | 66.96% | 133.03 pp | $410M | 82% |
| Q3 2024 | 137 | — | 199.99% | — | $2.34B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
LYTS institutional ownership rose by 11.07 percentage points quarter-over-quarter, with a net change of -16 holders.
The top 10 institutions account for 58.2% of all reported 13F value in LYTS, and the top 25 account for 80.4%.
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