Vault-13

ACUITY INC AYI

COM · Common Stock · CUSIP 00508Y102 · ISIN US00508Y1029

Electronics manufacturing company

391 institutional holders +28 vs Q3 2022
30,580,16430.6m shares reported held*
95.4% of all shares outstanding*
$5.1bnreported value*
51 new 143 added 122 reduced 30 sold out net bought ≈ $42.5m (+318.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.7m this quarter). Holder counts are more reliable. Shares outstanding: 32.1m as of 2023-01-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $165.36. Options: 6 managers hold calls ($11.0m notional), 10 hold puts ($50.4m).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 363Q4 22: 391391Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022363
Q4 2022391

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ3 22 calls: $32.6mQ3 22 puts: $22.5mQ3 22P/C 0.69Q4 22 calls: $11.0mQ4 22 puts: $50.4mQ4 22P/C 4.56
Numbers
QuarterCallsPutsP/C
Q3 2022$32.6m$22.5m0.69
Q4 2022$11.0m$50.4m4.56

Biggest buyers

MORGAN STANLEY Added +1,031,432+1.0m
Boston Partners Added +119,138+119.1k
FULLER & THALER ASSET MANAGEMENT, INC. Added +100,408+100.4k
ADAGE CAPITAL PARTNERS GP, L.L.C. New +89,699+89.7k
BlackRock Inc. Added +88,756+88.8k
VANGUARD GROUP INC Added +65,832+65.8k
AQR CAPITAL MANAGEMENT LLC Added +65,169+65.2k
Invesco Ltd. Added +63,553+63.6k
GREAT LAKES ADVISORS, LLC Added +63,363+63.4k
CITADEL ADVISORS LLC Added +45,246+45.2k

Biggest sellers

JANUS HENDERSON GROUP PLC Reduced -283,785-283.8k
Balyasny Asset Management L.P. Reduced -240,572-240.6k
Nuveen Asset Management, LLC Reduced -187,097-187.1k
WELLINGTON MANAGEMENT GROUP LLP Reduced -182,312-182.3k
MILLENNIUM MANAGEMENT LLC Reduced -143,993-144.0k
INTRINSIC EDGE CAPITAL MANAGEMENT LLC Sold out -132,566-132.6k
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -124,338-124.3k
FMR LLC Reduced -72,444-72.4k
JANE STREET GROUP, LLC Reduced -63,349-63.3k
DIMENSIONAL FUND ADVISORS LP Reduced -53,763-53.8k

Biggest calls

CITADEL ADVISORS LLC Reduced $5.6m33.8k shares
SIMPLEX TRADING, LLC Added $2.5m15.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.4m14.4k shares
TUDOR INVESTMENT CORP ET AL New $548.0k3.3k shares
Walleye Trading LLC New $16.6k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Twin Tree Management, LP Added $30.2m182.5k shares
CITADEL ADVISORS LLC Added $8.5m51.5k shares
PEAK6 Investments LLC Added $3.2m19.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.6m15.8k shares
Walleye Trading LLC Added $2.5m15.1k shares
JANE STREET GROUP, LLC Added $1.2m7.3k shares
SIMPLEX TRADING, LLC Added $910.0k5.5k shares
D. E. Shaw & Co., Inc. Unchanged $861.2k5.2k shares
TUDOR INVESTMENT CORP ET AL New $398.0k2.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution +4.3 pts · filed 2026-05-07 12.0% +4.3 pts 3.6m≈ $1.4bn 2026-05-07
BlackRock, Inc. 13G · institution filed 2025-04-17 8.9% 2.8m≈ $1.0bn 2025-04-17
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.2% new 1.6m≈ $606.3m 2026-04-29

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 1 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 1 sellingQ2 22Q3 22: 1 buyingQ3 22: 1 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—1$213.2k—
Q1 20220—0——
Q2 20220—1$160.8k—
Q3 20221$100.4k1$838.5k—
Q4 20220—0——

None reported in Q4 2022.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.07% of their portfolio BOSTON, MA 4,170,3754.2m $690.7m $690.7m 0.07% Reduced -72.4k -72,444
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 3,261,7883.3m $540.2m $540.2m 0.01% Added +65.8k +65,832
3 BlackRock Inc. 0.02% of their portfolio New York, NY 2,973,3453.0m $492.4m $492.4m 0.02% Added +88.8k +88,756
4 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 1,354,1921.4m $224.3m $224.3m 0.03% Reduced -45.9k -45,866
5 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 1,197,7211.2m $198.4m $198.4m 0.02% Added +1.0m +1,031,432
6 WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio Boston, MA 1,048,5041.0m $173.6m $173.6m 0.03% Reduced -182.3k -182,312
7 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 925,770925.8k $153.3m $153.3m 0.01% Added +6.9k +6,903
8 AMERIPRISE FINANCIAL INC 0.05% of their portfolio MINNEAPOLIS, MN 849,427849.4k $140.7m $140.7m 0.05% Reduced -14.9k -14,856
9 AMERICAN CENTURY COMPANIES INC 0.11% of their portfolio KANSAS CITY, MO 839,117839.1k $139.0m $139.0m 0.11% Reduced -39.5k -39,470
10 LSV ASSET MANAGEMENT 0.21% of their portfolio CHICAGO, IL 572,667572.7k $94.8m $94.8m 0.21% Reduced -19.0k -19,040
11 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 550,243550.2k $91.1m $91.1m 0.03% Reduced -53.8k -53,763
12 FULLER & THALER ASSET MANAGEMENT, INC. 0.57% of their portfolio SAN MATEO, CA 542,833542.8k $89.9m $89.9m 0.57% Added +100.4k +100,408
13 COOKE & BIELER LP 0.87% of their portfolio PHILADELPHIA, PA 539,149539.1k $89.3m $89.3m 0.87% Reduced -8.2k -8,230
14 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 509,057509.1k $84.3m $84.3m 0.01% Reduced -2.2k -2,243
15 FIL Ltd 0.08% of their portfolio HAMILTON, D0 414,269414.3k $68.6m $68.6m 0.08% Added +2.5k +2,458
16 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 367,430367.4k $60.9m $60.9m 0.01% Added +5.7k +5,748
17 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 348,417348.4k $57.7m $57.7m 0.01% Added +24.3k +24,329
18 ALLEN OPERATIONS LLC 15.23% of their portfolio NEW YORK, NY 344,100344.1k $57.0m $57.0m 15.23% Unchanged
19 NORGES BANK 0.01% of their portfolio OSLO, Q8 342,574342.6k $56.7m $56.7m 0.01% Reduced -49.6k -49,563
20 AQR CAPITAL MANAGEMENT LLC 0.12% of their portfolio Greenwich, CT 316,626316.6k $52.4m $52.4m 0.12% Added +65.2k +65,169
21 FIRST TRUST ADVISORS LP 0.06% of their portfolio Wheaton, IL 297,724297.7k $49.3m $49.3m 0.06% Reduced -15.3k -15,340
22 Paradice Investment Management LLC 3.67% of their portfolio Denver, CO 285,573285.6k $47.3m $47.3m 3.67% Unchanged
23 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 263,063263.1k $43.6m $43.6m 0.01% Added +14.4k +14,358
24 SEIZERT CAPITAL PARTNERS, LLC 2.18% of their portfolio BIRMINGHAM, MI 247,818247.8k $41.0m $41.0m 2.18% Reduced -4.6k -4,567
25 JANUS HENDERSON GROUP PLC 0.03% of their portfolio LONDON, X0 214,895214.9k $35.6m $35.6m 0.03% Reduced -283.8k -283,785
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 208,718208.7k $34.6m $34.6m 0.01% Added +5.1k +5,125
27 CREDIT SUISSE AG/ 0.04% of their portfolio ZURICH, V8 204,464204.5k $33.9m $33.9m 0.04% Reduced -41.2k -41,247
28 DEUTSCHE BANK AG\ 0.02% of their portfolio FRANKFURT AM MAIN, 2M 200,346200.3k $33.2m $33.2m 0.02% Reduced -21.8k -21,780
29 Clark Capital Management Group, Inc. 0.30% of their portfolio PHILADELPHIA, PA 200,035200.0k $33.1m $33.1m 0.30% Added +8.6k +8,616
30 Boston Trust Walden Corp 0.28% of their portfolio BOSTON, MA 194,180194.2k $32.2m $32.2m 0.28% Reduced -743 -743
31 Amundi 0.02% of their portfolio Paris, I0 190,017190.0k $33.2m $33.2m 0.02% Reduced -47.5k -47,549
32 STOREBRAND ASSET MANAGEMENT AS 0.16% of their portfolio LYSAKER, Q8 179,990180.0k $29.8m $29.8m 0.16% Added +6.8k +6,792
33 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 167,003167.0k $27.7m $27.7m 0.01% Reduced -40.9k -40,887
34 JUPITER ASSET MANAGEMENT LTD 0.40% of their portfolio London, X0 164,076164.1k $27.2m $27.2m 0.40% Added +13.1k +13,115
35 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 154,663154.7k $25.6m $25.6m 0.01% Added +27.3k +27,310
36 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 150,413150.4k $24.9m $24.9m 0.01% Added +63.6k +63,553
37 Mirae Asset Global Investments Co., Ltd. 0.06% of their portfolio SEOUL, M5 142,719142.7k $23.6m $23.6m 0.06% Reduced -4.4k -4,361
38 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 139,740139.7k $23.1m $23.1m 0.01% Added +44.2k +44,212
39 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 135,300135.3k $22.4m $22.4m 0.03% Added +6.4k +6,400
40 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 126,136126.1k $20.9m $20.9m 0.02% Reduced -1.4k -1,449
41 Boston Partners 0.03% of their portfolio BOSTON, MA 123,846123.8k $20.9m $20.9m 0.03% Added +119.1k +119,138
42 EARNEST PARTNERS LLC 0.12% of their portfolio ATLANTA, GA 122,411122.4k $20.3m $20.3m 0.12% Reduced -4.3k -4,301
43 Robertson Stephens Wealth Management, LLC 1.94% of their portfolio San Francisco, CA 120,181120.2k $19.9m $19.9m 1.94% Added +35.5k +35,481
44 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 114,041114.0k $18.9m $18.9m 0.02% Added +45.2k +45,246
45 Swedbank AB 0.04% of their portfolio STOCKHOLM, V7 106,885106.9k $17.7m $17.7m 0.04% Added +3.8k +3,841
46 PRUDENTIAL FINANCIAL INC 0.03% of their portfolio NEWARK, NJ 105,592105.6k $17.5m $17.5m 0.03% Added +42.8k +42,750
47 ALTRINSIC GLOBAL ADVISORS LLC 0.71% of their portfolio Stamford, CT 99,70999.7k $16.5m $16.5m 0.71% Reduced -4.5k -4,542
48 Greenstone Partners & Co., LLC 14.87% of their portfolio LARKSPUR, CA 95,98596.0k $15.9m $15.9m 14.87% Added +4.5k +4,495
49 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 95,80395.8k $15.9m $15.9m 0.02% Added +2.9k +2,852
50 Fisher Asset Management, LLC 0.01% of their portfolio PLANO, TX 90,36890.4k $15.0m $15.0m 0.01% Added +40.4k +40,407
51 HSBC HOLDINGS PLC 0.02% of their portfolio LONDON, X0 89,77289.8k $14.9m $14.9m 0.02% Added +16.7k +16,710
52 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio Boston, MA 89,69989.7k $14.9m $14.9m 0.04% New
53 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 87,64587.6k $14.5m $14.5m 0.01% Reduced -187.1k -187,097
54 Triodos Investment Management BV 1.85% of their portfolio DRIEBERGEN-RIJSENBURG, P7 85,00085.0k $14.1m $14.1m 1.85% Unchanged
55 WEDGE CAPITAL MANAGEMENT L L P/NC 0.22% of their portfolio CHARLOTTE, NC 83,99784.0k $13.9m $13.9m 0.22% Reduced -7.3k -7,253
56 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 83,88083.9k $13.9m $13.9m 0.01% Added +3.0k +3,042
57 D. E. Shaw & Co., Inc. 0.02% of their portfolio New York, NY 82,91282.9k $13.7m $13.7m 0.02% Reduced -24.9k -24,931
58 Legal & General Group Plc 0.01% of their portfolio London, X0 80,97881.0k $13.4m $13.4m 0.01% Reduced -366 -366
59 Swiss National Bank 0.01% of their portfolio ZURICH, V8 79,00079.0k $13.1m $13.1m 0.01% Reduced -3.0k -3,000
60 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 78,58478.6k $13.0m $13.0m 0.00% Added +1.0k +1,035
61 AXA S.A. 0.05% of their portfolio PARIS, I0 77,10077.1k $12.8m $12.8m 0.05% Reduced -500 -500
62 LATHROP INVESTMENT MANAGEMENT CO 2.71% of their portfolio LITTLE ROCK, AR 73,87873.9k $12.2m $12.2m 2.71% Added +1.7k +1,732
63 Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% of their portfolio ZURICH, V8 71,14771.1k $11.8m $11.8m 0.06% Added +12.7k +12,744
64 Robeco Institutional Asset Management B.V. 0.03% of their portfolio ROTTERDAM, P7 69,24169.2k $11.5m $11.5m 0.03% Added +1.5k +1,451
65 MARTINGALE ASSET MANAGEMENT L P 0.22% of their portfolio BOSTON, MA 69,10169.1k $11.4m $11.4m 0.22% Added +41.0k +41,045
66 GREAT LAKES ADVISORS, LLC 0.06% of their portfolio CHICAGO, IL 67,56267.6k $1.1m $1.1m 0.06% Added +63.4k +63,363
67 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 57,46857.5k $9.5m $9.5m 0.01% Added +17 +17
68 Candriam S.C.A. 0.06% of their portfolio STRASSEN, N4 56,10256.1k $9.3m $9.3m 0.06% Reduced -6.0k -6,009
69 ACADIAN ASSET MANAGEMENT LLC 0.05% of their portfolio Boston, MA 55,60655.6k $9.2m $9.2m 0.05% Added +31.0k +31,004
70 MACQUARIE GROUP LTD 0.01% of their portfolio Sydney, NSW 2000, C3 55,58355.6k $9.2m $9.2m 0.01% Added +3.9k +3,865
71 Cubist Systematic Strategies, LLC 0.08% of their portfolio STAMFORD, CT 54,37254.4k $9.0m $9.0m 0.08% Reduced -52.1k -52,066
72 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.29% of their portfolio TEANECK, NJ 52,82652.8k $8.7m $8.7m 0.29% Reduced -1.9k -1,934
73 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 51,59851.6k $8.5m $8.5m 0.00% Reduced -529 -529
74 AMERICAN INTERNATIONAL GROUP, INC. 0.06% of their portfolio New York, NY 50,08450.1k $8.3m $8.3m 0.06% Reduced -1.5k -1,539
75 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 48,55348.6k $8.0m $8.0m 0.01% Reduced -2.3k -2,254
76 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 47,38147.4k $7.8m $7.8m 0.02% Reduced -500 -500
77 Brookfield Corp /ON/ 0.03% of their portfolio TORONTO, A6 45,35945.4k $7.5m $7.5m 0.03% Not comparable
78 Man Group plc 0.03% of their portfolio LONDON, X0 45,22845.2k $7.5m $7.5m 0.03% Added +43.7k +43,672
79 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 44,57844.6k $7.4m $7.4m 0.02% Reduced -1.3k -1,331
80 Retirement Systems of Alabama 0.03% of their portfolio MONTGOMERY, AL 42,38542.4k $7.0m $7.0m 0.03% Reduced -443 -443
81 Alberta Investment Management Corp 0.06% of their portfolio EDMONTON, A0 42,21742.2k $7.0m $7.0m 0.06% Unchanged
82 Qube Research & Technologies Ltd 0.04% of their portfolio LONDON, X0 41,65741.7k $6.9m $6.9m 0.04% New
83 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 41,61941.6k $6.9m $6.9m 0.01% Reduced -1.4k -1,358
84 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 40,98341.0k $6.8m $6.8m 0.01% Added +6.2k +6,227
85 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio TALLAHASSEE, FL 39,32139.3k $6.5m $6.5m 0.02% Added +40 +40
86 Strategic Global Advisors, LLC 1.04% of their portfolio NEWPORT BEACH, CA 39,09239.1k $6.5m $6.5m 1.04% Reduced -748 -748
87 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 37,66837.7k $6.2m $6.2m 0.01% Reduced -2.7k -2,669
88 Hedeker Wealth, LLC 2.26% of their portfolio Lincolnshire, IL 36,59636.6k $6.1m $6.1m 2.26% Added +1.9k +1,868
89 NorthCoast Asset Management LLC 0.12% of their portfolio STAMFORD, CT 35,87635.9k $5.9m $5.9m 0.12% Reduced -264 -264
90 TWINBEECH CAPITAL LP 0.11% of their portfolio PURCHASE, NY 34,51934.5k $5.7m $5.7m 0.11% New
91 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 33,86033.9k $5.6m $5.6m 0.00% Added +4.1k +4,065
92 CIBC Private Wealth Group LLC 0.02% of their portfolio ATLANTA, GA 33,41933.4k $5.5m $5.5m 0.02% Added +11.0k +11,049
93 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 32,58832.6k $5.4m $5.4m 0.01% Reduced -15.6k -15,568
94 Moran Wealth Management, LLC 0.19% of their portfolio NAPLES, FL 29,87429.9k $4.9m $4.9m 0.19% First filing
95 KENNEDY CAPITAL MANAGEMENT LLC 0.14% of their portfolio ST LOUIS, MO 29,63729.6k $4.9m $4.9m 0.14% Reduced -541 -541
96 COMERICA BANK 0.04% of their portfolio DALLAS, TX 29,60629.6k $5.1m $5.1m 0.04% Added +397 +397
97 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 28,49628.5k $4.7m $4.7m 0.01% Added +630 +630
98 MERITAGE PORTFOLIO MANAGEMENT 0.35% of their portfolio OVERLAND PARK, KS 27,38927.4k $4.5m $4.5m 0.35% Reduced -429 -429
99 AMALGAMATED BANK 0.04% of their portfolio NEW YORK, NY 27,28727.3k $4.5m $4.5m 0.04% Added +3.4k +3,375
100 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 26,51926.5k $4.4m $4.4m 0.01% Added +2.8k +2,816