Guru Ownership Over Time
Guru Analysis for Albertsons Companies, Inc. (ACI)
Albertsons Companies, Inc. (ACI), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $262.51 M.
Top institutional holders include Cliff Asness and Mason Hawkins.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $69.55 M net inflow during the quarter.
Recent activity highlights Jeremy Grantham who dramatically increased their stake. Conversely, Mario Gabelli reduced exposure by 4.3%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.07% | Add 14.9% | 6,283,584 | $110.03 M | Q3 2025 | |
| 4.42% | Add 42.8% | 4,943,869 | $86.57 M | Q3 2025 | |
| 0.08% | Add 153.4% | 1,102,340 | $19.3 M | Q3 2025 | |
| 0.02% | Add 34.4% | 1,027,080 | $17.98 M | Q3 2025 | |
| 0.05% | Add 1052.5% | 1,006,094 | $17.62 M | Q3 2025 | |
| 0.01% | Add 416.9% | 338,078 | $5.92 M | Q3 2025 | |
| 0.02% | Add 24.9% | 246,763 | $4.32 M | Q3 2025 | |
| 0.40% | New Buy | 105,000 | $1.84 M | Q3 2025 | |
| 0.02% | Reduce -4.3% | 95,102 | $1.67 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Albertsons Companies, Inc. (ACI)
Top Guru holders include Cliff Asness ($110.03 M), Mason Hawkins ($86.57 M), Joel Greenblatt ($19.3 M). Collectively, tracked Gurus hold 15.15 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $69.55 M, with 8 Gurus buying and 3 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 2 Gurus sold out of ACI completely. Total sell value was $10.49 M.
Yes, 1 Gurus opened new positions in ACI, and 7 added to their existing holdings. Total buy value was $80.03 M.