ARCOSA INC ACA
COM · Common Stock · CUSIP 039653100
- SectorIndustrials
- IndustryFabricated Structural Metal Products
- HeadquartersDallas, TX
- 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 ($6.2m this quarter). Holder counts are more reliable. Shares outstanding: 49.1m as of 2026-04-15, 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 ≈ $106.05. Options: 4 managers hold calls ($1.8m notional), 2 hold puts ($424.6k).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 265 |
| Q4 2022 | 267 |
| Q1 2023 | 259 |
| Q2 2023 | 291 |
| Q3 2023 | 293 |
| Q4 2023 | 296 |
| Q1 2024 | 321 |
| Q2 2024 | 330 |
| Q3 2024 | 324 |
| Q4 2024 | 329 |
| Q1 2025 | 315 |
| Q2 2025 | 331 |
| Q3 2025 | 365 |
| Q4 2025 | 367 |
| Q1 2026 | 374 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 150 | 135 |
| Q3 2024 | 146 | 153 |
| Q4 2024 | 134 | 155 |
| Q1 2025 | 137 | 167 |
| Q2 2025 | 156 | 134 |
| Q3 2025 | 178 | 129 |
| Q4 2025 | 165 | 167 |
| Q1 2026 | 170 | 153 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $2.2m | $2.0m | 0.90 |
| Q3 2025 | $2.8m | $3.0m | 1.08 |
| Q4 2025 | $935.6k | $478.4k | 0.51 |
| Q1 2026 | $1.8m | $424.6k | 0.24 |
Biggest buyers
| BlackRock, Inc. | Added | +441.8k |
| Ananym Capital Management, LP | New | +333.0k |
| Capital World Investors | Added | +290.8k |
| AMERIPRISE FINANCIAL INC | Added | +214.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +154.2k |
| FIRST TRUST ADVISORS LP | Added | +119.7k |
| Ceredex Value Advisors LLC | New | +98.5k |
| Qube Research & Technologies Ltd | Added | +94.6k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Added | +78.3k |
| T. Rowe Price Investment Management, Inc. | Added | +65.7k |
Biggest sellers
| Capital International Investors | Reduced | -291.4k |
| Verition Fund Management LLC | Sold out | -207.1k |
| PRUDENTIAL FINANCIAL INC | Reduced | -157.0k |
| FRANKLIN RESOURCES INC | Reduced | -110.3k |
| CITADEL ADVISORS LLC | Reduced | -103.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -100.6k |
| GOLDMAN SACHS GROUP INC | Reduced | -98.5k |
| BARCLAYS PLC | Reduced | -91.7k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Reduced | -90.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -71.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $870.3k8.2k shares |
| CITADEL ADVISORS LLC | Reduced | $424.6k4.0k shares |
| JANE STREET GROUP, LLC | New | $371.5k3.5k shares |
| SIMPLEX TRADING, LLC | Added | $84.9k800 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $392.7k3.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $31.8k300 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 |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 14.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: Neuberger Berman Group LLC (3.2%, 2026-07-07), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 2 | $1.8m | — |
| Q3 2024 | 2 | $1.5m | 1 | $335.1k | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 2 | $618.2k | 0 | — | — |
| Q2 2025 | 0 | — | 2 | $818.3k | — |
| Q3 2025 | 0 | — | 2 | $1.2m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 7.6m $808.7m | Added +441.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 2.9m $303.3m | First filing |
| NEUBERGER BERMAN GROUP LLC 0.22% of their portfolio | 2.7m $283.6m | Added +38.6k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 2.3m $245.9m | Reduced -6.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.2m $233.3m | First filing |
| T. Rowe Price Investment Management, Inc. 0.15% of their portfolio | 2.1m $220.6m | Added +65.7k |
| STATE STREET CORP 0.01% of their portfolio | 2.0m $210.2m | Added +32.3k |
| Capital World Investors 0.03% of their portfolio | 2.0m $209.2m | Added +290.8k |
| Capital International Investors 0.05% of their portfolio | 2.0m $207.3m | Reduced -291.4k |
| ROYCE & ASSOCIATES LP 1.31% of their portfolio | 1.3m $132.9m | Added +17.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $128.4m | Added +59.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.19% of their portfolio | 1.1m $113.6m | Added +78.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.77% of their portfolio | 1.0m $106.6m | Reduced -90.9k |
| LOOMIS SAYLES & CO L P 0.11% of their portfolio | 793.1k $84.2m | Reduced -44.2k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 625.7k $66.4m | Reduced -110.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 625.6k $66.4m | Reduced -6.8k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 530.5k $56.3m | Added +119.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 522.2k $55.4m | Reduced -54.2k |
| MORGAN STANLEY 0.00% of their portfolio | 479.2k $50.9m | Reduced -64.4k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.47% of their portfolio | 436.3k $46.3m | Added +9.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 435.1k $46.2m | Reduced -98.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% of their portfolio | 383.3k $40.7m | Added +28.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 369.2k $39.2m | Reduced -71.7k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 2.22% of their portfolio | 362.3k $38.5m | Added +832 |
| Bank of New York Mellon Corp 0.01% of their portfolio | 342.5k $36.4m | Reduced -7.6k |
| Ananym Capital Management, LP 13.48% of their portfolio | 333.0k $35.3m | New |
| Nuveen, LLC 0.01% of their portfolio | 326.4k $34.6m | Reduced -68.4k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 324.4k $34.4m | First filing |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 308.9k $32.8m | Added +214.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 282.4k $30.0m | Added +154.2k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.84% of their portfolio | 267.7k $28.4m | Added +46.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 266.1k $28.2m | Added +32.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 260.5k $27.7m | Reduced -100.6k |
| FMR LLC 0.00% of their portfolio | 231.7k $24.6m | Reduced -47.3k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 214.8k $22.8m | Added +94.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 213.2k $21.8m | Reduced -10.6k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 189.4k $20.1m | Reduced -157.0k |
| TCTC Holdings, LLC 0.55% of their portfolio | 182.6k $19.4m | Reduced -467 |
| GAMCO INVESTORS, INC. ET AL 0.19% of their portfolio | 179.3k $19.0m | Reduced -5.5k |
| Public Sector Pension Investment Board 0.06% of their portfolio | 175.5k $18.6m | Added +5.7k |
| Impax Asset Management Group plc 0.13% of their portfolio | 171.5k $18.2m | Added +15.0k |
| GLENMEDE TRUST CO NA 0.08% of their portfolio | 151.5k $16.1m | Reduced -14.0k |
| Select Equity Group, L.P. 0.08% of their portfolio | 146.4k $15.5m | Added +28.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 146.2k $15.5m | Added +2.5k |
| GABELLI FUNDS LLC 0.10% of their portfolio | 145.0k $15.4m | Added +854 |
| Aptus Capital Advisors, LLC 0.12% of their portfolio | 132.4k $14.1m | Added +1.3k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 127.3k $13.5m | Added +1.9k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 126.6k $13.4m | Added +1.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 125.1k $13.3m | Added +15.6k |
| Invesco Ltd. 0.00% of their portfolio | 119.0k $12.6m | Added +1.7k |
| Legal & General Group Plc 0.00% of their portfolio | 115.4k $12.2m | Reduced -11.3k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.43% of their portfolio | 110.2k $11.7m | Reduced -4.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 110.0k $11.7m | Added +877 |
| Fisher Asset Management, LLC 0.00% of their portfolio | 104.9k $11.1m | Reduced -2.5k |
| Ceredex Value Advisors LLC 0.33% of their portfolio | 98.5k $10.5m | New |
| Swiss National Bank 0.01% of their portfolio | 97.0k $10.3m | Added +300 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 90.2k $9.5m | Reduced -10.2k |
| UBS Group AG 0.00% of their portfolio | 86.5k $9.2m | Added +32.2k |
| Ancora Advisors LLC 0.19% of their portfolio | 85.1k $9.0m | Reduced -350 |
| HighTower Advisors, LLC 0.01% of their portfolio | 83.5k $8.9m | Added +1.5k |
| LORD, ABBETT & CO. LLC 0.03% of their portfolio | 83.3k $8.8m | Reduced -1.6k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.09% of their portfolio | 79.7k $8.5m | Reduced -29.4k |
| CASTLEARK MANAGEMENT LLC 0.26% of their portfolio | 74.7k $7.9m | Added +26.1k |
| AYAL Capital Advisors Ltd 3.99% of their portfolio | 73.4k $7.8m | Added +6.4k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 72.1k $7.7m | Added +8.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 71.4k $7.6m | Added +1.7k |
| STRS OHIO 0.03% of their portfolio | 69.0k $7.3m | Reduced -9.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 68.6k $7.3m | Added +28.5k |
| TCW GROUP INC 0.05% of their portfolio | 64.0k $6.8m | Reduced -6.7k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 59.8k $6.4m | Added +23.9k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 56.4k $6.0m | Added +3.3k |
| Advisors Asset Management, Inc. 0.10% of their portfolio | 55.9k $5.9m | Added +4.1k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 55.9k $5.9m | Reduced -350 |
| Creative Planning 0.00% of their portfolio | 54.3k $5.8m | Added +6.1k |
| Consolidated Investment Group LLC 0.62% of their portfolio | 54.2k $5.8m | Added +1.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 53.7k $5.7m | Reduced -1.6k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.21% of their portfolio | 53.2k $5.6m | Added +23.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 52.2k $5.5m | Added +5.7k |
| HARBOR CAPITAL ADVISORS, INC. 0.40% of their portfolio | 46.0k $4.9m | Reduced -29.1k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 45.9k $4.9m | Added +4.5k |
| MARATHON CAPITAL MANAGEMENT 1.08% of their portfolio | 45.3k $4.8m | Reduced -2.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 44.8k $4.8m | Added +4.5k |
| Squarepoint Ops LLC 0.01% of their portfolio | 43.9k $4.7m | Added +37.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 43.9k $4.7m | First filing |
| TD Asset Management Inc 0.00% of their portfolio | 42.2k $4.5m | Added +6.4k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 41.6k $4.4m | Reduced -1.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 41.3k $4.4m | Reduced -103.6k |
| BESSEMER GROUP INC 0.01% of their portfolio | 40.9k $4.3m | Added +143 |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.01% of their portfolio | 38.9k $4.1m | Reduced -1.4k |
| Hodges Capital Management Inc. 0.34% of their portfolio | 38.5k $4.1m | New |
| Boston Partners 0.00% of their portfolio | 36.9k $1.0m | Reduced -6.8k |
| INTECH INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 35.3k $3.7m | Reduced -14.3k |
| Paralel Advisors LLC 0.15% of their portfolio | 34.7k $3.7m | Unchanged |
| Orchard Capital Management, LLC 4.75% of their portfolio | 34.1k $3.6m | Unchanged |
| New Age Alpha Advisors, LLC 0.17% of their portfolio | 33.9k $3.6m | Reduced -1.3k |
| GW&K Investment Management, LLC 0.03% of their portfolio | 32.6k $3.5m | Added +15.8k |
| ADVISORY RESEARCH INC 0.41% of their portfolio | 31.4k $3.3m | Reduced -400 |
| State of Alaska, Department of Revenue 0.03% of their portfolio | 27.1k $2.9m | Reduced -844 |
| MetLife Investment Management, LLC 0.01% of their portfolio | 26.5k $2.8m | Reduced -534 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 26.1k $2.8m | Reduced -36.5k |