Acuity Inc.

AYI Industrials
$361.07 $-3.61 (-0.99%)
Market Cap: $10.98 B
Gurus Holding
9
Popularity Rank
#508
% of Shares Held
3.06%
Net Activity (Q3 2025)
+$39.12 M

Guru Ownership Over Time

Guru Analysis for Acuity Inc. (AYI)

Acuity Inc. (AYI), a key player in the Industrials 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 $336.04 M.

Top institutional holders include Ken Fisher and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $39.12 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 137.4%. Conversely, Renaissance Technologies reduced exposure by 24.2%.

Portfolio Manager % of portfolio Activity Shares Value Peroid
0.04% Reduce -1.8% 359,281 $123.73 M Q3 2025
0.07% Add 16.9% 297,407 $101.6 M Q3 2025
0.10% Add 137.4% 165,250 $56.91 M Q3 2025
0.02% Reduce -24.2% 49,000 $16.88 M Q3 2025
0.04% Add 54.2% 26,424 $9.1 M Q3 2025
0.03% Add 126.0% 18,781 $6.47 M Q3 2025
0.03% 9,750 $3.36 M Q3 2025
0.01% Reduce -3.9% 2,470 $850,643 Q3 2025
0.00% New Buy 2,323 $800,018 Q3 2025

Key Holders

Top 5 by Value

$123.73 M
$101.6 M
$56.91 M

Top 5 by Conviction

Recent Activity Breakdown(Q3 2025)

+$55.21 M
Total Buy Value
New Buys: 1
Additions: 4
-$16.1 M
Total Sell Value
Reductions: 3
Sold Out: 1

Guru Consensus (Q3 2025)

Based on recent guru activity
Net Sellers
4
Net Buyers
5

FAQs for Acuity Inc. (AYI)

Top Guru holders include Ken Fisher ($123.73 M), Cliff Asness ($101.6 M), Steven Cohen ($56.91 M). Collectively, tracked Gurus hold 930,686 shares.

Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $39.12 M, with 5 Gurus buying and 4 Gurus selling.

In the recent quarter, 3 Gurus reduced their positions, and 1 Gurus sold out of AYI completely. Total sell value was $16.1 M.

Yes, 1 Gurus opened new positions in AYI, and 4 added to their existing holdings. Total buy value was $55.21 M.