ACUITY INC AYI
COM · Common Stock · CUSIP 00508Y102 · ISIN US00508Y1029
Electronics manufacturing company
- SectorConsumer discretionary
- IndustryElectric Lighting & Wiring Equipment
- HeadquartersAtlanta, GA
- Founded2001
- Websiteacuitybrands.com
- FilingsSEC EDGAR
* 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 ($81.1m this quarter). Holder counts are more reliable. Shares outstanding: 29.9m as of 2026-06-23, 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 ≈ $375.76. Options: 11 managers hold calls ($38.8m notional), 9 hold puts ($30.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 363 |
| Q4 2022 | 391 |
| Q1 2023 | 409 |
| Q2 2023 | 412 |
| Q3 2023 | 402 |
| Q4 2023 | 436 |
| Q1 2024 | 477 |
| Q2 2024 | 483 |
| Q3 2024 | 478 |
| Q4 2024 | 544 |
| Q1 2025 | 544 |
| Q2 2025 | 551 |
| Q3 2025 | 569 |
| Q4 2025 | 617 |
| Q1 2026 | 585 |
| Q2 2026 | 640 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 208 | 226 |
| Q4 2024 | 256 | 210 |
| Q1 2025 | 286 | 232 |
| Q2 2025 | 237 | 274 |
| Q3 2025 | 271 | 240 |
| Q4 2025 | 289 | 233 |
| Q1 2026 | 277 | 293 |
| Q2 2026 | 328 | 244 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $59.3m | $19.2m | 0.32 |
| Q4 2025 | $20.0m | $1.6m | 0.08 |
| Q1 2026 | $10.4m | $10.3m | 0.98 |
| Q2 2026 | $38.8m | $30.3m | 0.78 |
Biggest buyers
| FMR LLC | Added | +1.2m |
| AQR CAPITAL MANAGEMENT LLC | Added | +838.6k |
| UBS Group AG | Added | +291.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +222.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +192.0k |
| GOLDMAN SACHS GROUP INC | Added | +180.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +131.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +99.9k |
| MORGAN STANLEY | Added | +99.1k |
| JANE STREET GROUP, LLC | Added | +87.9k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -585.7k |
| Durable Capital Partners LP | Reduced | -287.1k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -247.9k |
| Alua Capital Management LP | Sold out | -226.2k |
| Alyeska Investment Group, L.P. | Reduced | -190.9k |
| Clark Capital Management Group, Inc. | Reduced | -133.5k |
| BARCLAYS PLC | Reduced | -116.5k |
| COOKE & BIELER LP | Sold out | -116.5k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -104.8k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -97.0k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $22.0m58.3k shares |
| CITADEL ADVISORS LLC | Added | $7.4m19.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.9m7.7k shares |
| IMC-Chicago, LLC | Added | $2.2m5.9k shares |
| Twin Tree Management, LP | Unchanged | $1.5m4.1k shares |
| Tidal Investments LLC | New | $1.5m4.0k shares |
| SIMPLEX TRADING, LLC | Added | $339.0k900 shares |
| Walleye Trading LLC | Reduced | $301.3k800 shares |
| Point72 Asset Management, L.P. | Unchanged | $301.3k800 shares |
| GROUP ONE TRADING LLC | New | $150.7k400 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $8.7m23.2k shares |
| JANE STREET GROUP, LLC | Added | $7.6m20.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.5m14.6k shares |
| IMC-Chicago, LLC | Added | $4.3m11.5k shares |
| Twin Tree Management, LP | New | $2.5m6.6k shares |
| Walleye Trading LLC | Added | $904.0k2.4k shares |
| Walleye Capital LLC | Added | $565.0k1.5k shares |
| SIMPLEX TRADING, LLC | New | $113.0k300 shares |
| Point72 Asset Management, L.P. | New | $75.3k200 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.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +4.3 pts · filed 2026-05-07 | 12.0% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 8.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
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 since 1 Apr 2026
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $1.6m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $1.8m | — |
| Q3 2025 | 0 | — | 1 | $1.2m | — |
| Q4 2025 | 0 | — | 1 | $3.4m | — |
| Q1 2026 | 0 | — | 1 | $1.5m | $1.5m |
| Q2 2026 | 2 | $340.7k | 1 | $629.3k | $629.3k |
| Q3 2026 | 0 | — | 2 | $1.1m | $659.2k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-01 | HOLCOM KAREN J SVP & Chief Financial Officer | Sold plan | $659.2k2.0k shares |
| 2026-07-02 | GOLDMAN BARRY R SVP & General Counsel | Sold | $438.8k1.2k shares |
| 2026-06-01 | HOLCOM KAREN J SVP & Chief Financial Officer | Sold plan | $629.3k2.1k shares |
| 2026-04-30 | Leibman Maya Director · by Trust | Bought | $57.8k200 shares |
| 2026-04-08 | O'Shaughnessy Laura Director | Bought | $283.0k1.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.06% of their portfolio | 3.6m $1.4bn | Added +1.2m |
| BlackRock, Inc. 0.02% of their portfolio | 3.0m $1.1bn | Reduced -84.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 1.4m $541.2m | Added +21.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.4m $515.8m | Reduced -6.3k |
| AQR CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 1.3m $471.0m | Added +838.6k |
| STATE STREET CORP 0.01% of their portfolio | 966.0k $363.8m | Added +19.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.79% of their portfolio | 772.1k $290.8m | Added +222.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 768.4k $289.5m | Added +192.0k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 766.5k $288.7m | Added +131.4k |
| AMERICAN CENTURY COMPANIES INC 0.12% of their portfolio | 743.4k $280.0m | Reduced -5.6k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 713.0k $262.7m | Reduced -58.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 658.2k $247.9m | Reduced -104.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 541.5k $203.9m | Added +99.9k |
| Boston Partners 0.18% of their portfolio | 535.6k $201.6m | Reduced -64.3k |
| UBS Group AG 0.03% of their portfolio | 515.8k $194.3m | Added +291.1k |
| FIRST TRUST ADVISORS LP 0.10% of their portfolio | 434.2k $163.6m | Added +56.2k |
| FIL Ltd 0.11% of their portfolio | 423.8k $159.6m | Reduced -852 |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 382.2k $144.0m | Added +180.5k |
| MORGAN STANLEY 0.01% of their portfolio | 363.3k $136.8m | Added +99.1k |
| ALLEN OPERATIONS LLC 17.96% of their portfolio | 344.1k $129.6m | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC 0.15% of their portfolio | 335.1k $126.2m | Reduced -247.9k |
| Fisher Asset Management, LLC 0.04% of their portfolio | 325.6k $122.6m | Reduced -7.9k |
| NORGES BANK 0.01% of their portfolio | 317.0k $119.4m | Not comparable |
| NORTHERN TRUST CORP 0.01% of their portfolio | 294.4k $110.9m | Reduced -1.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 281.5k $106.0m | Reduced -2.0k |
| Allianz Asset Management GmbH 0.11% of their portfolio | 276.0k $103.9m | Reduced -19.8k |
| Boston Trust Walden Corp 0.78% of their portfolio | 270.6k $101.9m | Added +17.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 259.2k $97.6m | Added +45.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.11% of their portfolio | 244.8k $92.2m | Added +20.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 219.8k $82.8m | Added +12 |
| EARNEST PARTNERS LLC 0.29% of their portfolio | 211.2k $79.5m | Reduced -1.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 207.9k $78.3m | Reduced -3.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 205.0k $77.2m | Reduced -24.6k |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 197.6k $74.4m | Reduced -6.8k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 190.8k $71.8m | Added +1.3k |
| Greenstone Partners & Co., LLC 15.65% of their portfolio | 179.7k $67.7m | Unchanged |
| Thrivent Financial for Lutherans 0.10% of their portfolio | 163.1k $61.4m | Reduced -3.9k |
| SEIZERT CAPITAL PARTNERS, LLC 2.31% of their portfolio | 148.7k $56.0m | Reduced -22.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.22% of their portfolio | 136.4k $51.4m | Reduced -21.8k |
| JUPITER ASSET MANAGEMENT LTD 0.25% of their portfolio | 136.1k $51.3m | Unchanged |
| STOREBRAND ASSET MANAGEMENT AS 0.12% of their portfolio | 124.9k $47.1m | Added +1.6k |
| Quantinno Capital Management LP 0.06% of their portfolio | 122.9k $46.3m | Added +52.2k |
| Gotham Asset Management, LLC 0.11% of their portfolio | 122.6k $46.2m | Added +80.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 106.3k $40.0m | Reduced -1.6k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 104.9k $39.5m | Reduced -585.7k |
| Invesco Ltd. 0.00% of their portfolio | 104.0k $39.2m | Reduced -14.0k |
| Alyeska Investment Group, L.P. 0.10% of their portfolio | 102.6k $38.6m | Reduced -190.9k |
| ASR Vermogensbeheer N.V. 0.39% of their portfolio | 101.0k $38.0m | Added +3.2k |
| Triodos Investment Management BV 2.13% of their portfolio | 93.0k $35.0m | Unchanged |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 89.2k $33.6m | Added +87.9k |
| Arbejdsmarkedets Tillaegspension 0.72% of their portfolio | 88.4k $33.3m | Reduced -1.2k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 87.8k $33.1m | Added +1.6k |
| CAPTRUST FINANCIAL ADVISORS 0.05% of their portfolio | 85.0k $32.0m | Reduced -2.3k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 81.5k $30.7m | Added +80.1k |
| Robeco Institutional Asset Management B.V. 0.04% of their portfolio | 80.3k $30.3m | Reduced -21.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 79.5k $29.9m | Reduced -20.1k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 77.9k $29.3m | Reduced -556 |
| SEI INVESTMENTS CO 0.03% of their portfolio | 76.4k $28.8m | Reduced -17.6k |
| California Public Employees Retirement System 0.02% of their portfolio | 75.1k $28.3m | Added +3.7k |
| ASHFORD CAPITAL MANAGEMENT INC 2.99% of their portfolio | 74.0k $27.9m | Added +10.4k |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC 3.36% of their portfolio | 72.7k $27.4m | Reduced -1.4k |
| Treasurer of the State of North Carolina 0.07% of their portfolio | 70.5k $26.5m | Added +9.6k |
| Durable Capital Partners LP 0.25% of their portfolio | 68.6k $25.9m | Reduced -287.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 68.4k $25.8m | Added +342 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 64.4k $24.3m | Added +1.1k |
| Copeland Capital Management, LLC 0.47% of their portfolio | 60.8k $22.9m | Added +29.0k |
| Swiss National Bank 0.01% of their portfolio | 57.8k $21.8m | Reduced -2.8k |
| Trexquant Investment LP 0.13% of their portfolio | 56.0k $21.1m | New |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.40% of their portfolio | 52.7k $19.9m | Added +20.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 51.6k $14.5m | Added +4.1k |
| Nuveen, LLC 0.00% of their portfolio | 48.9k $18.4m | Reduced -47.4k |
| LATHROP INVESTMENT MANAGEMENT CO 3.21% of their portfolio | 48.2k $18.1m | Reduced -402 |
| Man Group plc 0.03% of their portfolio | 47.3k $17.8m | Reduced -63.9k |
| Creative Planning 0.01% of their portfolio | 47.0k $17.7m | Added +25.8k |
| Lightrock Netherlands B.V. 3.48% of their portfolio | 46.8k $17.6m | Added +2.0k |
| Mariner, LLC 0.02% of their portfolio | 46.5k $17.5m | Added +30.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 45.5k $17.1m | Added +12.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 45.2k $17.0m | Added +2.7k |
| Handelsbanken Fonder AB 0.05% of their portfolio | 43.5k $16.4m | Reduced -5.9k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.27% of their portfolio | 42.9k $16.2m | Added +3.5k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 40.4k $15.2m | Added +163 |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 39.7k $14.8m | Reduced -3.2k |
| Legal & General Group Plc 0.00% of their portfolio | 39.6k $14.9m | Reduced -2.2k |
| ALTRINSIC GLOBAL ADVISORS LLC 0.55% of their portfolio | 39.5k $14.9m | Reduced -3.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 38.3k $14.4m | Reduced -4.1k |
| Swedbank AB 0.01% of their portfolio | 37.6k $14.2m | Unchanged |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 37.6k $14.0m | Reduced -23.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 36.6k $13.8m | Added +5.1k |
| Distillate Capital Partners LLC 0.70% of their portfolio | 35.6k $13.4m | Reduced -5.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 35.0k $13.2m | Reduced -97.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 34.3k $12.9m | Reduced -6.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 33.4k $12.6m | Reduced -2.1k |
| Retirement Systems of Alabama 0.04% of their portfolio | 31.1k $11.7m | Reduced -6.2k |
| IEQ CAPITAL, LLC 0.05% of their portfolio | 30.8k $11.6m | Added +25.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 30.7k $11.6m | Reduced -3.5k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 30.2k $11.4m | Reduced -41.5k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 30.1k $11.4m | Added +12.8k |
| Illinois Municipal Retirement Fund 0.13% of their portfolio | 29.9k $11.3m | Added +3.6k |
| CAPITAL FUND MANAGEMENT S.A. 0.08% of their portfolio | 29.9k $11.3m | New |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 29.6k $11.2m | Added +1.4k |