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AECOM

ACM Industrials
$72.04 +$1.86 (2.65%)
Market Cap: $9.26 B
Gurus Holding
8
Popularity Rank
#789
% of Shares Held
1.81%
Net Activity (Q1 2026)
+$103.62 M

Guru Ownership Trend

Guru Analysis for AECOM (ACM)

AECOM (ACM), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $167.29 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $103.62 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 521.4%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$103.84 M
Total Buy Value
New Buys 2
Additions 6
-$220,618
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
8

FAQs for AECOM (ACM)

Major holders include Cliff Asness ($89.6 M), Renaissance Technologies (RenTech) ($56.17 M), Paul Tudor Jones ($19.68 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.32 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $103.62 M, with 8 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited ACM. The total reported sell value was $220,618.

Yes, 2 managers opened new positions in ACM, and 6 increased their existing holdings. The total reported buy value was $103.84 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Add 521.4% 1,061,227 $89.6 M Q1 2026
0.09% Add 3.9% 662,277 $56.17 M Q1 2026
0.04% Add 146.9% 232,079 $19.68 M Q1 2026
0.07% Add 329.2% 183,161 $15.54 M Q1 2026
0.04% Add 1.7% 134,769 $11.43 M Q1 2026
0.01% Add 107.1% 33,560 $2.85 M Q1 2026
0.01% New Buy 9,847 $835,223 Q1 2026
0.00% New Buy 5,207 $441,658 Q1 2026
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SEC Form