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 ($4.6m this quarter). Holder counts are more reliable. Shares outstanding: 49.1m as of 2026-07-15, 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 ≈ $145.15. Options: 4 managers hold calls ($2.8m notional), 2 hold puts ($3.4m).
Trends to Q2 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 |
| Q2 2026 | 428 |
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 | 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 |
| Q2 2026 | 225 | 157 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.8m | $3.0m | 1.08 |
| Q4 2025 | $935.6k | $478.4k | 0.51 |
| Q1 2026 | $1.8m | $424.6k | 0.24 |
| Q2 2026 | $2.8m | $3.4m | 1.21 |
Biggest buyers
| Balyasny Asset Management L.P. | New | +839.0k |
| BlackRock, Inc. | Added | +794.5k |
| Pentwater Capital Management LP | New | +660.0k |
| TUDOR INVESTMENT CORP ET AL | New | +582.0k |
| Magnetar Financial LLC | New | +316.3k |
| FIRST TRUST ADVISORS LP | Added | +269.5k |
| GLAZER CAPITAL, LLC | New | +250.1k |
| AQR Arbitrage LLC | New | +242.4k |
| TIG Advisors, LLC | New | +239.8k |
| MILLENNIUM MANAGEMENT LLC | Added | +183.6k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -1.5m |
| Capital World Investors | Reduced | -1.5m |
| NEUBERGER BERMAN GROUP LLC | Reduced | -1.1m |
| Capital International Investors | Reduced | -592.7k |
| Ananym Capital Management, LP | Sold out | -333.0k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Reduced | -298.0k |
| ROYCE & ASSOCIATES LP | Reduced | -258.6k |
| AMERIPRISE FINANCIAL INC | Reduced | -218.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -212.9k |
| FRANKLIN RESOURCES INC | Reduced | -185.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m10.6k shares |
| CITADEL ADVISORS LLC | Added | $726.5k5.0k shares |
| JANE STREET GROUP, LLC | Reduced | $421.3k2.9k shares |
| SIMPLEX TRADING, LLC | Added | $145.3k1.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.2m21.9k shares |
| SIMPLEX TRADING, LLC | Added | $232.5k1.6k 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 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 | — | 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 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 8.4m $1.2bn | Added +794.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 2.8m $409.3m | Reduced -40.5k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 2.4m $341.6m | Added +34.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.2m $321.1m | Added +11.9k |
| STATE STREET CORP 0.01% of their portfolio | 2.1m $302.0m | Added +98.3k |
| NEUBERGER BERMAN GROUP LLC 0.15% of their portfolio | 1.6m $229.4m | Reduced -1.1m |
| Capital International Investors 0.04% of their portfolio | 1.4m $197.6m | Reduced -592.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.3m $186.8m | Added +75.7k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.22% of their portfolio | 1.0m $146.5m | Reduced -61.5k |
| ROYCE & ASSOCIATES LP 1.16% of their portfolio | 993.7k $144.4m | Reduced -258.6k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.91% of their portfolio | 952.6k $138.4m | Reduced -52.0k |
| Balyasny Asset Management L.P. 0.22% of their portfolio | 839.0k $121.9m | New |
| FIRST TRUST ADVISORS LP 0.07% of their portfolio | 799.9k $116.2m | Added +269.5k |
| LOOMIS SAYLES & CO L P 0.12% of their portfolio | 666.2k $96.8m | Reduced -126.9k |
| Pentwater Capital Management LP 0.77% of their portfolio | 660.0k $95.9m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 613.4k $89.1m | Reduced -12.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 605.0k $87.9m | Added +169.9k |
| TUDOR INVESTMENT CORP ET AL 0.35% of their portfolio | 582.0k $84.6m | New |
| NORGES BANK 0.01% of their portfolio | 581.4k $84.5m | Not comparable |
| NORTHERN TRUST CORP 0.01% of their portfolio | 566.3k $82.3m | Added +44.1k |
| T. Rowe Price Investment Management, Inc. 0.05% of their portfolio | 552.0k $80.2m | Reduced -1.5m |
| MORGAN STANLEY 0.00% of their portfolio | 534.4k $77.6m | Added +55.2k |
| Capital World Investors 0.01% of their portfolio | 514.5k $74.8m | Reduced -1.5m |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 439.9k $63.9m | Reduced -185.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% of their portfolio | 414.2k $60.2m | Added +30.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 349.7k $50.8m | Added +7.2k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 2.50% of their portfolio | 347.5k $50.5m | Reduced -14.8k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 334.5k $48.6m | Added +10.0k |
| Magnetar Financial LLC 0.42% of their portfolio | 316.3k $46.0m | New |
| OBERWEIS ASSET MANAGEMENT INC/ 0.89% of their portfolio | 295.4k $42.9m | Added +27.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 267.9k $38.9m | Added +1.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 265.3k $38.6m | Added +4.8k |
| First Eagle Investment Management, LLC 0.03% of their portfolio | 255.7k $37.1m | Added +129.0k |
| GLAZER CAPITAL, LLC 0.90% of their portfolio | 250.1k $36.3m | New |
| AQR Arbitrage LLC 0.50% of their portfolio | 242.4k $35.2m | New |
| TIG Advisors, LLC 1.60% of their portfolio | 239.8k $34.8m | New |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 233.1k $33.9m | Added +18.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 216.8k $31.7m | Added +3.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 213.1k $31.0m | Reduced -156.2k |
| Select Equity Group, L.P. 0.16% of their portfolio | 201.4k $29.3m | Added +55.1k |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 196.5k $28.6m | Added +124.4k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 195.3k $28.4m | Added +183.6k |
| Nuveen, LLC 0.01% of their portfolio | 187.6k $27.2m | Reduced -138.9k |
| TCTC Holdings, LLC 0.70% of their portfolio | 182.3k $26.5m | Reduced -273 |
| GABELLI FUNDS LLC 0.17% of their portfolio | 182.0k $26.4m | Added +37.0k |
| Hudson Bay Capital Management LP 0.12% of their portfolio | 175.0k $25.4m | New |
| WATER ISLAND CAPITAL LLC 2.67% of their portfolio | 173.6k $25.2m | New |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 173.4k $25.2m | New |
| GAMCO INVESTORS, INC. ET AL 0.23% of their portfolio | 173.2k $25.2m | Reduced -6.1k |
| Public Sector Pension Investment Board 0.06% of their portfolio | 168.7k $24.5m | Reduced -6.8k |
| SOROS FUND MANAGEMENT LLC 0.30% of their portfolio | 155.0k $22.5m | New |
| GLENMEDE TRUST CO NA 0.09% of their portfolio | 145.5k $21.1m | Reduced -6.0k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 139.3k $20.2m | Added +14.2k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.18% of their portfolio | 138.3k $20.1m | Reduced -298.0k |
| Impax Asset Management Group plc 0.13% of their portfolio | 136.5k $19.8m | Reduced -35.0k |
| Aptus Capital Advisors, LLC 0.14% of their portfolio | 133.2k $19.4m | Added +813 |
| Invesco Ltd. 0.00% of their portfolio | 128.7k $18.7m | Added +9.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 128.0k $18.6m | Reduced -18.1k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 127.9k $18.6m | Reduced -61.5k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.04% of their portfolio | 126.3k $18.3m | Added +87.4k |
| Man Group plc 0.03% of their portfolio | 123.3k $17.9m | New |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 123.0k $17.9m | Added +81.7k |
| Legal & General Group Plc 0.00% of their portfolio | 114.2k $16.6m | Reduced -1.2k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 111.7k $16.2m | Reduced -15.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 102.0k $14.8m | Reduced -8.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 99.0k $14.4m | Added +8.7k |
| Swiss National Bank 0.01% of their portfolio | 96.0k $13.9m | Reduced -1.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 90.1k $13.1m | Reduced -218.8k |
| Centiva Capital, LP 0.42% of their portfolio | 85.0k $12.3m | Added +82.7k |
| Schonfeld Strategic Advisors LLC 0.06% of their portfolio | 80.1k $11.6m | New |
| Hodges Capital Management Inc. 0.73% of their portfolio | 75.1k $10.9m | Added +36.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 74.5k $7.9m | Added +3.1k |
| TCW GROUP INC 0.07% of their portfolio | 72.4k $10.5m | Added +8.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 69.5k $10.1m | Reduced -212.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 62.9k $9.1m | Added +18.1k |
| Advisors Asset Management, Inc. 0.14% of their portfolio | 61.8k $9.0m | Added +5.9k |
| Creative Planning 0.01% of their portfolio | 61.6k $8.9m | Added +7.2k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 60.7k $8.8m | New |
| Ceredex Value Advisors LLC 0.23% of their portfolio | 57.2k $8.3m | Reduced -41.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 55.3k $8.0m | Added +1.6k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 54.9k $7.9m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 54.8k $8.0m | Added +2.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 54.6k $7.9m | Reduced -14.0k |
| Consolidated Investment Group LLC 0.68% of their portfolio | 54.2k $7.9m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 54.1k $7.9m | Reduced -32.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.15% of their portfolio | 53.2k $7.7m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 53.2k $7.7m | Added +27.1k |
| ABC ARBITRAGE SA 0.76% of their portfolio | 48.2k $7.0m | New |
| Ancora Advisors LLC 0.13% of their portfolio | 47.7k $6.9m | Reduced -37.4k |
| FMR LLC 0.00% of their portfolio | 46.7k $6.8m | Reduced -185.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 46.2k $6.7m | Added +2.3k |
| MARATHON CAPITAL MANAGEMENT 1.33% of their portfolio | 45.2k $6.6m | Reduced -124 |
| Slotnik Capital, LLC 1.82% of their portfolio | 45.0k $6.5m | New |
| HARBOR CAPITAL ADVISORS, INC. 0.43% of their portfolio | 43.9k $6.4m | Reduced -2.1k |
| HRT FINANCIAL LP 0.01% of their portfolio | 43.1k $6.3m | New |
| LORD, ABBETT & CO. LLC 0.02% of their portfolio | 43.0k $6.3m | Reduced -40.2k |
| Squarepoint Ops LLC 0.01% of their portfolio | 42.5k $6.2m | Reduced -1.4k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 40.3k $5.9m | Reduced -1.3k |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 39.8k $5.8m | New |
| ALPINE ASSOCIATES MANAGEMENT INC. 0.35% of their portfolio | 38.6k $5.6m | New |