Guru Ownership Over Time
Guru Analysis for AECOM (ACM)
AECOM (ACM), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $79.82 M.
Top institutional holders include Renaissance Technologies and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $7.4 M net outflow during the quarter.
Recent activity highlights Ken Fisher who opened a new position. Conversely, Cliff Asness reduced exposure by 53.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.08% | Add 71.3% | 449,977 | $58.71 M | Q3 2025 | |
| 0.01% | Reduce -53.6% | 172,243 | $22.44 M | Q3 2025 | |
| 0.08% | Add 83.1% | 132,362 | $17.27 M | Q3 2025 | |
| 0.03% | Reduce -44.6% | 58,075 | $7.58 M | Q3 2025 | |
| 0.00% | New Buy | 2,135 | $278,552 | 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 AECOM (ACM)
Top Guru holders include Renaissance Technologies ($58.71 M), Cliff Asness ($22.44 M), Joel Greenblatt ($17.27 M). Collectively, tracked Gurus hold 814,792 shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $7.4 M, with 3 Gurus buying and 4 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 2 Gurus sold out of ACM completely. Total sell value was $39.95 M.
Yes, 1 Gurus opened new positions in ACM, and 2 added to their existing holdings. Total buy value was $32.55 M.