Who owns AYI (AYI)
Which tracked institutional funds hold AYI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AYI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AYI is one-sided between 2025-Q4 and 2026-Q1: 83 added or opened and 257 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AYI’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AYI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AYI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 582 tracked filers holding AYI, 283 increased or opened the position and 304 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AYI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 30
- VANGUARD PORTFOLIO MANAGEMENT LLC$396M
- VANGUARD CAPITAL MANAGEMENT LLC$385M
- Alua Capital Management LP$63M
- VANGUARD FIDUCIARY TRUST CO$53M
- COOKE & BIELER LP$33M
- Copeland Capital Management, LLC$9M
Full exits 45
- VANGUARD GROUP INC$1.0B
- Palestra Capital Management LLC$133M
- 140 Summer Partners LP$81M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$78M
- Schonfeld Strategic Advisors LLC$48M
- Artisan Partners Limited Partnership$48M
Largest adds
- T. Rowe Price Investment Management, Inc.$164M
- FMR LLC$55M
- D. E. Shaw & Co., Inc.$45M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$37M
- TWO SIGMA INVESTMENTS, LP$34M
- GOLDMAN SACHS GROUP INC$30M
Largest trims
- BlackRock, Inc.$309M
- Durable Capital Partners LP$194M
- MILLENNIUM MANAGEMENT LLC$164M
- Alyeska Investment Group, L.P.$116M
- AMERIPRISE FINANCIAL INC$87M
- Point72 Asset Management, L.P.$85M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 2,622,274 | $735M | 8.3% | 2026-Q1 |
| FMR LLC added | 2,352,121 | $659M | 7.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,414,787 | $396M | 4.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,375,687 | $385M | 4.4% | 2026-Q1 |
| STATE STREET CORP added | 946,597 | $265M | 3.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 757,831 | $212M | 2.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 771,216 | $210M | 2.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 748,980 | $210M | 2.4% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 690,617 | $194M | 2.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 635,160 | $178M | 2.0% | 2026-Q1 |
| Boston Partners trimmed | 599,836 | $168M | 1.9% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 583,045 | $163M | 1.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 576,447 | $162M | 1.8% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 549,645 | $154M | 1.7% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 441,530 | $124M | 1.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 434,785 | $120M | 1.4% | 2026-Q1 |
| FIL Ltd trimmed | 424,614 | $119M | 1.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 378,006 | $106M | 1.2% | 2026-Q1 |
| NORGES BANK trimmed | 379,844 | $100M | 1.1% | 2026-Q1 |
| Durable Capital Partners LP trimmed | 355,729 | $100M | 1.1% | 2026-Q1 |
| ALLEN OPERATIONS LLC | 344,100 | $96M | 1.1% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 333,488 | $93M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 296,333 | $83M | 0.9% | 2026-Q1 |
| Allianz Asset Management GmbH added | 295,772 | $83M | 0.9% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 293,541 | $82M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 283,456 | $79M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 264,209 | $74M | 0.8% | 2026-Q1 |
| Boston Trust Walden Corp added | 252,731 | $71M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 229,548 | $64M | 0.7% | 2026-Q1 |
| Alua Capital Management LP new | 226,168 | $63M | 0.7% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 224,691 | $63M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 224,658 | $63M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 219,827 | $62M | 0.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 213,801 | $60M | 0.7% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 212,754 | $60M | 0.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 211,501 | $59M | 0.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 204,399 | $57M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 201,765 | $57M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 189,446 | $53M | 0.6% | 2026-Q1 |
| Greenstone Partners & Co., LLC trimmed | 179,710 | $50M | 0.6% | 2026-Q1 |
| SEIZERT CAPITAL PARTNERS, LLC trimmed | 170,769 | $48M | 0.5% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 167,075 | $47M | 0.5% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 158,207 | $44M | 0.5% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 136,123 | $38M | 0.4% | 2026-Q1 |
| Clark Capital Management Group, Inc. trimmed | 134,453 | $38M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 131,969 | $37M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 126,272 | $35M | 0.4% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 123,370 | $35M | 0.4% | 2026-Q1 |
| COOKE & BIELER LP trimmed | 116,510 | $33M | 0.4% | 2026-Q1 |
| Man Group plc added | 111,186 | $31M | 0.4% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 107,904 | $30M | 0.3% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 101,983 | $29M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 99,557 | $28M | 0.3% | 2026-Q1 |
| ASR Vermogensbeheer N.V. | 97,748 | $27M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 96,374 | $27M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 95,370 | $27M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 93,935 | $26M | 0.3% | 2026-Q1 |
| Triodos Investment Management BV added | 93,000 | $26M | 0.3% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension added | 89,573 | $25M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 87,294 | $24M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 86,265 | $24M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 81,473 | $23M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 78,475 | $22M | 0.2% | 2026-Q1 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC trimmed | 74,063 | $21M | 0.2% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 71,678 | $20M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 71,436 | $20M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 70,662 | $20M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 68,028 | $19M | 0.2% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 66,251 | $19M | 0.2% | 2026-Q1 |
| ASHFORD CAPITAL MANAGEMENT INC trimmed | 63,539 | $18M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 63,335 | $18M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 47,572 | $17M | 0.2% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 60,893 | $17M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 60,640 | $17M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 61,168 | $17M | 0.2% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP added | 54,324 | $15M | 0.2% | 2026-Q1 |
| Handelsbanken Fonder AB added | 49,386 | $14M | 0.2% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 49,130 | $14M | 0.2% | 2026-Q1 |
| LATHROP INVESTMENT MANAGEMENT CO trimmed | 48,558 | $14M | 0.2% | 2026-Q1 |
| Lightrock Netherlands B.V. added | 44,803 | $13M | 0.1% | 2026-Q1 |
| ALTRINSIC GLOBAL ADVISORS LLC trimmed | 43,261 | $12M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 42,879 | $12M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 42,537 | $12M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 42,441 | $12M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 42,281 | $12M | 0.1% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 42,889 | $12M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 41,792 | $12M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,915,949 | $1.0B | 11.9% | 2025-Q4 stale |
| Palestra Capital Management LLC added | 370,529 | $133M | 1.5% | 2025-Q4 stale |
| 140 Summer Partners LP added | 225,860 | $81M | 0.9% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 217,335 | $78M | 0.9% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC added | 134,345 | $48M | 0.5% | 2025-Q4 stale |
| Artisan Partners Limited Partnership added | 134,004 | $48M | 0.5% | 2025-Q4 stale |
| Merewether Investment Management, LP trimmed | 116,000 | $42M | 0.5% | 2025-Q4 stale |
| Caisse de depot et placement du Quebec trimmed | 118,452 | $35M | 0.4% | 2025-Q2 stale |
| Interval Partners, LP added | 68,959 | $25M | 0.3% | 2025-Q4 stale |
| Smith Group Asset Management, LLC added | 73,644 | $19M | 0.2% | 2025-Q1 stale |
| Driehaus Capital Management LLC added | 54,365 | $14M | 0.2% | 2025-Q1 stale |
| Walleye Capital LLC trimmed | 37,413 | $13M | 0.2% | 2025-Q4 stale |
| Point72 Europe (London) LLP trimmed | 37,272 | $13M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.