Who owns LSI Industries (LYTS)
Which tracked institutional funds hold LYTS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LYTS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
71 tracked funds added or opened LYTS while 27 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
LYTS’s largest tracked holder by dollar value, FMR LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LYTS 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 2026-Q1 and 2026-Q2, across 166 tracked filers holding LYTS, 95 increased or opened the position and 92 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 LYTS between the 2026-Q1 and 2026-Q2 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 3
- Owls Nest Partners IA, LLC$19M
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$4M
- CM WEALTH ADVISORS LLC$578K
Full exits 16
- Thrivent Financial for Lutherans$18M
- Hood River Capital Management LLC$6M
- THOMPSON SIEGEL & WALMSLEY LLC$6M
- Driehaus Capital Management LLC$5M
- AWM Investment Company, Inc.$3M
- Qube Research & Technologies Ltd$3M
Largest adds
- FMR LLC$102M
- BlackRock, Inc.$33M
- ROYCE & ASSOCIATES LP$21M
- SYSTEMATIC FINANCIAL MANAGEMENT LP$17M
- VANGUARD CAPITAL MANAGEMENT LLC$14M
- WELLINGTON MANAGEMENT GROUP LLP$13M
Largest trims
- Ophir Asset Management Pty Ltd$9M
- TWO SIGMA INVESTMENTS, LP$4M
- SEI INVESTMENTS CO$2M
- Alyeska Investment Group, L.P.$1M
- ALLIANCEBERNSTEIN L.P.$1M
- LOS ANGELES CAPITAL MANAGEMENT LLC$754K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 3,986,196 | $106M | 12.6% | 2026-Q2 |
| BlackRock, Inc. added | 2,713,253 | $72M | 8.6% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 2,378,908 | $63M | 7.5% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 1,836,591 | $49M | 5.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,556,802 | $41M | 4.9% | 2026-Q2 |
| AltraVue Capital, LLC trimmed | 1,391,553 | $37M | 4.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,372,841 | $36M | 4.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,366,433 | $36M | 4.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 908,007 | $24M | 2.9% | 2026-Q2 |
| Boston Partners added | 802,988 | $21M | 2.5% | 2026-Q2 |
| Juniper Investment Company, LLC added | 781,399 | $21M | 2.5% | 2026-Q2 |
| STATE STREET CORP added | 779,806 | $21M | 2.5% | 2026-Q2 |
| Owls Nest Partners IA, LLC new | 728,895 | $19M | 2.3% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 708,793 | $19M | 2.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 604,122 | $16M | 1.9% | 2026-Q2 |
| WealthTrust Axiom LLC trimmed | 569,344 | $15M | 1.8% | 2026-Q2 |
| Legato Capital Management LLC added | 395,601 | $11M | 1.3% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 340,824 | $9M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 326,589 | $9M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 326,583 | $9M | 1.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 319,911 | $9M | 1.0% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. | 318,197 | $8M | 1.0% | 2026-Q2 |
| G2 Investment Partners Management LLC trimmed | 300,000 | $8M | 1.0% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 295,820 | $8M | 0.9% | 2026-Q2 |
| MORGAN STANLEY added | 294,034 | $8M | 0.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 271,288 | $7M | 0.9% | 2026-Q2 |
| Archon Capital Management LLC | 263,480 | $7M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 254,334 | $7M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 234,465 | $6M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 220,352 | $6M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 203,140 | $5M | 0.6% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) added | 200,317 | $5M | 0.6% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P added | 195,394 | $5M | 0.6% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 190,167 | $5M | 0.6% | 2026-Q2 |
| UBS Group AG added | 185,141 | $5M | 0.6% | 2026-Q2 |
| North Star Investment Management Corp. trimmed | 183,463 | $5M | 0.6% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. new | 167,579 | $4M | 0.5% | 2026-Q2 |
| Ophir Asset Management Pty Ltd trimmed | 165,878 | $4M | 0.5% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 164,170 | $4M | 0.5% | 2026-Q2 |
| Phocas Financial Corp. trimmed | 163,716 | $4M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 150,739 | $4M | 0.5% | 2026-Q2 |
| Expect Equity LLC trimmed | 142,209 | $4M | 0.5% | 2026-Q2 |
| Manatuck Hill Partners, LLC added | 130,000 | $3M | 0.4% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 126,523 | $3M | 0.4% | 2026-Q2 |
| Aristides Capital LLC added | 111,574 | $3M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 106,288 | $3M | 0.3% | 2026-Q2 |
| Knights of Columbus Asset Advisors LLC added | 105,756 | $3M | 0.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 100,145 | $3M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 94,315 | $3M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 91,370 | $2M | 0.2% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC | 91,083 | $2M | 0.3% | 2026-Q2 |
| Annex Advisory Services, LLC trimmed | 87,527 | $2M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 85,340 | $2M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 81,091 | $2M | 0.3% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 72,938 | $2M | 0.2% | 2026-Q2 |
| Anderson Financial Strategies, LLC trimmed | 70,459 | $2M | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 67,720 | $2M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 67,447 | $2M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 66,200 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 64,850 | $2M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 58,046 | $2M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 55,362 | $1M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 52,231 | $1M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 50,782 | $1M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 48,940 | $1M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 41,610 | $1M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 41,250 | $1M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 40,823 | $1M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 40,524 | $1M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 37,831 | $1M | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 37,621 | $1,000K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 36,340 | $966K | 0.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 36,213 | $963K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 35,834 | $952K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 35,141 | $934K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 35,086 | $933K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 34,604 | $920K | 0.1% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 33,345 | $886K | 0.1% | 2026-Q2 |
| Calamos Advisors LLC added | 31,823 | $846K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 31,454 | $836K | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 28,720 | $763K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 26,728 | $710K | 0.1% | 2026-Q2 |
| AXQ CAPITAL, LP added | 24,007 | $638K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 23,143 | $615K | 0.1% | 2026-Q2 |
| CM WEALTH ADVISORS LLC new | 21,741 | $578K | 0.1% | 2026-Q2 |
| Creative Planning added | 21,517 | $572K | 0.1% | 2026-Q2 |
| LPL Financial LLC | 21,230 | $564K | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 20,689 | $550K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 19,809 | $527K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 19,687 | $523K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 18,885 | $501K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 18,783 | $504K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 18,217 | $484K | 0.1% | 2026-Q2 |
| VARCOV Co. trimmed | 18,014 | $479K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 17,854 | $475K | 0.1% | 2026-Q2 |
| Odyssean, LLC new | 16,778 | $446K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 16,175 | $430K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 16,026 | $426K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 15,461 | $411K | 0.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 15,333 | $408K | 0.0% | 2026-Q2 |
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.