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AECOM

ACM Industrials
$60.83 +$1.34 (2.25%)
Market Cap: $7.82 B
Gurus Holding
6
Popularity Rank
#1355
% of Shares Held
3.03%
Net Activity (Q2 2026)
+$108.86 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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $236.79 M.

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

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $108.86 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 237.3%. Conversely, Ray Dalio reduced exposure by 10.8%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$111.52 M
Total Buy Value
New Buys 0
Additions 5
-$2.66 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for AECOM (ACM)

Major holders include Cliff Asness ($124.01 M), Renaissance Technologies (RenTech) ($52.13 M), Paul Tudor Jones ($46.76 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.89 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $108.86 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited ACM. The total reported sell value was $2.66 M.

Yes, 0 managers opened new positions in ACM, and 5 increased their existing holdings. The total reported buy value was $111.52 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Add 69.2% 1,795,383 $124.01 M Q2 2026
0.07% Add 12.8% 746,877 $52.13 M Q2 2026
0.07% Add 188.6% 669,882 $46.76 M Q2 2026
0.07% Add 237.3% 454,550 $31.73 M Q2 2026
0.05% Reduce -10.8% 163,405 $11.41 M Q2 2026
0.01% Add 86.4% 62,570 $4.37 M Q2 2026
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