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Acuity Inc.

AYI Industrials
$328.47 $-2.12 (-0.64%)
Market Cap: $9.77 B
Gurus Holding
8
Popularity Rank
#809
% of Shares Held
5.90%
Net Activity (Q2 2026)
+$308.15 M

Guru Ownership Trend

Guru Analysis for Acuity Inc. (AYI)

Acuity Inc. (AYI), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $576.66 M.

Top institutional holders include Cliff Asness and Ken Fisher.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $308.15 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 192.4%. Conversely, Ray Dalio reduced exposure by 74.3%.

Key Holders

Top 5 by Value

$471.01 M
$122.65 M
$46.19 M
$4.98 M
$3.67 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$340.19 M
Total Buy Value
New Buys 0
Additions 3
-$32.04 M
Total Sell Value
Reductions 3
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
3

FAQs for Acuity Inc. (AYI)

Major holders include Cliff Asness ($471.01 M), Ken Fisher ($122.65 M), Joel Greenblatt ($46.19 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.76 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $308.15 M, with 3 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited AYI. The total reported sell value was $32.04 M.

Yes, 0 managers opened new positions in AYI, and 3 increased their existing holdings. The total reported buy value was $340.19 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.16% Add 192.4% 1,274,516 $471.01 M Q2 2026
0.04% Reduce -2.4% 325,619 $122.65 M Q2 2026
0.11% Add 190.0% 122,627 $46.19 M Q2 2026
0.01% Reduce -16.1% 13,222 $4.98 M Q2 2026
0.03% 9,750 $3.67 M Q2 2026
0.01% Reduce -74.3% 7,727 $2.91 M Q2 2026
0.01% 2,105 $792,869 Q2 2026
0.00% Add 57.7% 41 $15,072 Q2 2026
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