LSI INDS INC OHIO LYTS
COM · Common Stock · CUSIP 50216C108
- SectorConsumer discretionary
- IndustryElectric Lighting & Wiring Equipment
- HeadquartersCincinnati, OH
- 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 ($7.3m this quarter). Holder counts are more reliable. Shares outstanding: 36.7m as of 2026-04-30, 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 ≈ $18.61. Options: 3 managers hold calls ($403.6k notional), 0 hold puts (—).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 82 |
| Q4 2022 | 100 |
| Q1 2023 | 119 |
| Q2 2023 | 124 |
| Q3 2023 | 130 |
| Q4 2023 | 133 |
| Q1 2024 | 125 |
| Q2 2024 | 139 |
| Q3 2024 | 140 |
| Q4 2024 | 152 |
| Q1 2025 | 158 |
| Q2 2025 | 161 |
| Q3 2025 | 169 |
| Q4 2025 | 156 |
| Q1 2026 | 189 |
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 | 74 | 59 |
| Q3 2024 | 67 | 67 |
| Q4 2024 | 84 | 53 |
| Q1 2025 | 71 | 73 |
| Q2 2025 | 81 | 77 |
| Q3 2025 | 79 | 79 |
| Q4 2025 | 87 | 74 |
| Q1 2026 | 109 | 71 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $4.0k | $0 | 0.00 |
| Q4 2025 | $9.2k | $0 | 0.00 |
| Q1 2026 | $403.6k | $0 | 0.00 |
Biggest buyers
| Ophir Asset Management Pty Ltd | New | +739.4k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +653.4k |
| Boston Partners | Added | +491.4k |
| Juniper Investment Company, LLC | Added | +429.2k |
| Hood River Capital Management LLC | New | +313.6k |
| THOMPSON SIEGEL & WALMSLEY LLC | New | +305.0k |
| ROYCE & ASSOCIATES LP | Added | +302.0k |
| Alyeska Investment Group, L.P. | New | +300.0k |
| KENNEDY CAPITAL MANAGEMENT LLC | Added | +265.9k |
| Driehaus Capital Management LLC | New | +245.9k |
Biggest sellers
| OBERWEIS ASSET MANAGEMENT INC/ | Sold out | -173.4k |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -60.8k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | Reduced | -50.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -49.3k |
| UBS Group AG | Reduced | -47.9k |
| Phocas Financial Corp. | Reduced | -47.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -46.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -39.2k |
| Rothschild Wealth LLC | Reduced | -38.0k |
| TWO SIGMA ADVISERS, LP | Sold out | -37.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $394.3k21.2k shares |
| GROUP ONE TRADING LLC | Unchanged | $5.6k300 shares |
| SIMPLEX TRADING, LLC | Unchanged | $3.7k200 shares |
Biggest puts
| None |
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 new · filed 2026-07-08 | 10.9% |
| BlackRock, Inc. 13G · institution +1.6 pts · filed 2026-07-29 | 7.0% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 13G · institution -1.8 pts · filed 2026-08-14 | 6.7% |
| ROYCE & ASSOCIATES LP 13G · exempt (held before listing) new · filed 2026-07-22 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
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 | — | 1 | $272.0k | — |
| Q3 2024 | 0 | — | 3 | $1.4m | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 3 | $9.6m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| SYSTEMATIC FINANCIAL MANAGEMENT LP 1.07% of their portfolio | 2.5m $46.6m | Reduced -50.8k |
| BlackRock, Inc. 0.00% of their portfolio | 2.1m $39.5m | Added +35.9k |
| ROYCE & ASSOCIATES LP 0.28% of their portfolio | 1.5m $28.2m | Added +302.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.5m $27.2m | Added +6.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.5m $27.2m | First filing |
| AltraVue Capital, LLC 2.33% of their portfolio | 1.5m $27.0m | Added +8.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 1.3m $24.2m | Added +653.4k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 973.8k $18.1m | Added +231.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 788.0k $14.7m | Reduced -16.1k |
| Boston Partners 0.02% of their portfolio | 785.2k $14.6m | Added +491.4k |
| Juniper Investment Company, LLC 4.58% of their portfolio | 770.7k $14.3m | Added +429.2k |
| Ophir Asset Management Pty Ltd 1.60% of their portfolio | 739.4k $13.8m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 724.0k $13.5m | Reduced -39.2k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.27% of their portfolio | 673.8k $12.5m | Added +265.9k |
| STATE STREET CORP 0.00% of their portfolio | 628.3k $11.7m | Added +16.2k |
| WealthTrust Axiom LLC 2.64% of their portfolio | 576.3k $10.7m | Added +819 |
| G2 Investment Partners Management LLC 1.97% of their portfolio | 430.2k $8.0m | Added +125.2k |
| Legato Capital Management LLC 0.67% of their portfolio | 392.9k $7.3m | Reduced -1.2k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 333.8k $6.2m | Added +193.4k |
| Pinnacle Financial Partners, Inc. 0.05% of their portfolio | 318.2k $5.9m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 315.0k $5.9m | Unchanged |
| Hood River Capital Management LLC 0.06% of their portfolio | 313.6k $5.8m | New |
| THOMPSON SIEGEL & WALMSLEY LLC 0.10% of their portfolio | 305.0k $5.7m | New |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 300.0k $5.6m | New |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 285.4k $5.3m | Added +2.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 279.1k $5.2m | Added +2.8k |
| North Star Investment Management Corp. 0.31% of their portfolio | 276.5k $5.1m | Added +80.0k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.81% of their portfolio | 274.1k $5.1m | Added +4.8k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 264.3k $4.9m | Added +190.8k |
| Archon Capital Management LLC 2.77% of their portfolio | 263.5k $4.9m | Added +67.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 258.7k $4.8m | Added +100.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 249.0k $4.6m | Added +5.9k |
| Driehaus Capital Management LLC 0.03% of their portfolio | 245.9k $4.6m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 233.7k $4.3m | Reduced -5.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 213.7k $4.0m | First filing |
| MORGAN STANLEY 0.00% of their portfolio | 210.9k $3.9m | Reduced -5.2k |
| FMR LLC 0.00% of their portfolio | 208.5k $3.9m | Added +39.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 200.4k $3.7m | First filing |
| GLOBEFLEX CAPITAL L P 0.55% of their portfolio | 193.8k $3.6m | Unchanged |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 177.4k $3.3m | Added +5.1k |
| AWM Investment Company, Inc. 0.36% of their portfolio | 176.1k $3.3m | New |
| Phocas Financial Corp. 0.50% of their portfolio | 172.2k $3.2m | Reduced -47.6k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.02% of their portfolio | 159.7k $3.0m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 157.4k $2.9m | Reduced -22.1k |
| Expect Equity LLC 2.08% of their portfolio | 143.6k $2.7m | Unchanged |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 143.4k $2.7m | Reduced -36.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 138.8k $2.6m | Reduced -49.3k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 113.3k $2.1m | New |
| Waverly Advisors, LLC 0.02% of their portfolio | 109.5k $2.0m | Added +381 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.04% of their portfolio | 109.3k $2.0m | Added +63 |
| Knights of Columbus Asset Advisors LLC 0.11% of their portfolio | 105.1k $2.0m | Reduced -581 |
| BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio | 104.4k $1.9m | Added +35.7k |
| Aristides Capital LLC 0.63% of their portfolio | 103.2k $1.9m | Added +50.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 100.6k $1.9m | Reduced -14.0k |
| MARTINGALE ASSET MANAGEMENT L P 0.05% of their portfolio | 100.1k $1.9m | Added +27.1k |
| JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio | 91.1k $1.7m | Added +520 |
| Annex Advisory Services, LLC 0.03% of their portfolio | 90.8k $1.7m | Reduced -3.4k |
| Anderson Financial Strategies, LLC 1.11% of their portfolio | 84.7k $2.0m | Added +2.3k |
| Polar Asset Management Partners Inc. 0.03% of their portfolio | 75.5k $1.4m | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 75.4k $1.4m | Added +58.3k |
| Nuveen, LLC 0.00% of their portfolio | 71.9k $1.3m | Added +565 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 66.5k $1.2m | Reduced -1.7k |
| Swiss National Bank 0.00% of their portfolio | 62.4k $1.2m | Added +8.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 57.4k $1.1m | Reduced -1.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 55.7k $1.0m | Added +30.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 55.6k $1.0m | Added +12.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 55.6k $1.0m | Reduced -46.2k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 52.0k $966.4k | Added +4.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 51.5k $958.6k | Reduced -12.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 51.1k $950.4k | Added +48.4k |
| Manatuck Hill Partners, LLC 0.30% of their portfolio | 50.0k $930.0k | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 47.5k $883.0k | Reduced -3.6k |
| Quantinno Capital Management LP 0.00% of their portfolio | 46.1k $857.8k | Added +536 |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 38.4k $713.4k | New |
| Invesco Ltd. 0.00% of their portfolio | 38.2k $711.1k | Reduced -884 |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 37.9k $705.4k | Reduced -60.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 37.5k $697.5k | Added +8.8k |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 36.2k $674.2k | Reduced -1.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 35.3k $657.3k | Added +343 |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.01% of their portfolio | 34.5k $641.1k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 34.0k $631.9k | Added +207 |
| Campbell & CO Investment Adviser LLC 0.04% of their portfolio | 33.9k $630.2k | Added +1.1k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 33.4k $621.3k | New |
| Man Group plc 0.00% of their portfolio | 32.1k $597.3k | Added +19.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 31.9k $594.0k | Added +4.6k |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio | 30.6k $568.3k | Added +5.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 29.7k $551.5k | Added +1.7k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 29.3k $545.1k | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 28.3k $526.3k | New |
| BARCLAYS PLC 0.00% of their portfolio | 28.1k $523.1k | Reduced -36.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 25.9k $481.7k | Reduced -2.0k |
| Legal & General Group Plc 0.00% of their portfolio | 24.1k $448.1k | Reduced -3.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 23.6k $438.9k | Reduced -190 |
| VARCOV Co. 0.16% of their portfolio | 23.4k $435.9k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 23.1k $430.5k | First filing |
| UBS Group AG 0.00% of their portfolio | 23.1k $429.0k | Reduced -47.9k |
| Magnetar Financial LLC 0.00% of their portfolio | 22.3k $414.5k | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 22.2k $408.0k | Reduced -26.8k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 21.9k $407.9k | New |
| LPL Financial LLC 0.00% of their portfolio | 21.2k $394.9k | Reduced -214 |