§ ELECTRICAL EQUIPMENT
USD · Electrical EquipmentAYI
ACUITY INC
USDSector · Electrical EquipmentBeta · 1.41
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 323.93HIGH 326.51LOW 313.3252W 216.81 — 380.17
EVENTSSEP 30 · EARNINGS +2.7%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
340 increased/new, 195 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 18.9 | P/B | 3.67 |
| EPS (TTM) | 13.64 | Dividend | 0.30% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock | 3.1M | 0.0% | +6% |
| Fidelity Management | 2.4M | 0.0% | +40% |
| Vanguard Portfolio Management | 1.4M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | n/a | n/a |
| State Street | 947K | 0.0% | +2% |
| WELLINGTON MANAGEMENT GROUP LLP | 763K | 0.0% | −3% |
◇ AC INTELLIGENCE
Top institutional owners for AYI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER44.0% · 445 holders
PASSIVE / INDEX21.3% · 11 holders
QUALITY / COMPOUNDER18.0% · 31 holders
DEALER / BANK12.2% · 42 holders
DEEP VALUE3.8% · 3 holders
INCOME / DEFENSIVE2.4% · 32 holders
SYSTEMATIC / QUANT2.0% · 15 holders
ACTIVIST0.7% · 1 holder
TACTICAL / MACRO0.5% · 6 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AYI in the last 180 days.