Who owns LSI Industries Inc. (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-Q1 13F filings (latest filed 2026-05-18). 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
43 tracked funds added or opened LYTS while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, SYSTEMATIC FINANCIAL MANAGEMENT LP, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp 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 2025-Q4 and 2026-Q1, across 188 tracked filers holding LYTS, 117 increased or opened the position and 74 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 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 18
- VANGUARD CAPITAL MANAGEMENT LLC$27M
- Ophir Asset Management Pty Ltd$14M
- Hood River Capital Management LLC$6M
- THOMPSON SIEGEL & WALMSLEY LLC$6M
- Alyeska Investment Group, L.P.$6M
- Driehaus Capital Management LLC$5M
Full exits 6
- VANGUARD GROUP INC$27M
- OBERWEIS ASSET MANAGEMENT INC/$3M
- Perritt Capital Management Inc$968K
- TWO SIGMA ADVISERS, LP$685K
- COMERICA BANK$612K
- SG Americas Securities, LLC$504K
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$11M
- Boston Partners$9M
- Juniper Investment Company, LLC$8M
- ROYCE & ASSOCIATES LP$6M
- KENNEDY CAPITAL MANAGEMENT LLC$5M
- Thrivent Financial for Lutherans$5M
Largest trims
- LAZARD ASSET MANAGEMENT LLC$1M
- UBS Group AG$871K
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$864K
- BANK OF AMERICA CORP /DE/$831K
- Phocas Financial Corp.$824K
- Rothschild Wealth LLC$692K
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 |
|---|---|---|---|---|
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 2,503,148 | $47M | 8.0% | 2026-Q1 |
| BlackRock, Inc. added | 2,121,551 | $39M | 6.8% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 1,518,349 | $28M | 4.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,464,122 | $27M | 4.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,462,389 | $27M | 4.7% | 2026-Q1 |
| AltraVue Capital, LLC added | 1,453,863 | $27M | 4.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,256,708 | $23M | 4.0% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 973,828 | $18M | 3.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 787,952 | $15M | 2.5% | 2026-Q1 |
| Boston Partners added | 785,169 | $15M | 2.5% | 2026-Q1 |
| Juniper Investment Company, LLC added | 770,749 | $14M | 2.5% | 2026-Q1 |
| Ophir Asset Management Pty Ltd new | 739,384 | $14M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 723,988 | $13M | 2.3% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 673,813 | $13M | 2.2% | 2026-Q1 |
| STATE STREET CORP added | 628,342 | $12M | 2.0% | 2026-Q1 |
| WealthTrust Axiom LLC added | 576,334 | $11M | 1.8% | 2026-Q1 |
| G2 Investment Partners Management LLC added | 430,185 | $8M | 1.4% | 2026-Q1 |
| Legato Capital Management LLC trimmed | 392,912 | $7M | 1.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 333,766 | $6M | 1.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. | 318,197 | $6M | 1.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 315,011 | $6M | 1.0% | 2026-Q1 |
| Hood River Capital Management LLC new | 313,650 | $6M | 1.0% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC new | 304,965 | $6M | 1.0% | 2026-Q1 |
| Alyeska Investment Group, L.P. new | 300,000 | $6M | 1.0% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 285,422 | $5M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 279,104 | $5M | 0.9% | 2026-Q1 |
| North Star Investment Management Corp. added | 276,463 | $5M | 0.9% | 2026-Q1 |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 274,082 | $5M | 0.9% | 2026-Q1 |
| SEI INVESTMENTS CO added | 264,336 | $5M | 0.8% | 2026-Q1 |
| Archon Capital Management LLC added | 263,480 | $5M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 258,731 | $5M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 249,031 | $5M | 0.8% | 2026-Q1 |
| Driehaus Capital Management LLC new | 245,924 | $5M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 233,719 | $4M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 213,691 | $4M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 210,934 | $4M | 0.7% | 2026-Q1 |
| FMR LLC added | 208,515 | $4M | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 200,391 | $4M | 0.6% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P | 193,850 | $4M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 177,368 | $3M | 0.6% | 2026-Q1 |
| AWM Investment Company, Inc. new | 176,097 | $3M | 0.6% | 2026-Q1 |
| Phocas Financial Corp. trimmed | 172,190 | $3M | 0.5% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC new | 159,661 | $3M | 0.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 157,404 | $3M | 0.5% | 2026-Q1 |
| Expect Equity LLC | 143,604 | $3M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 143,354 | $3M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 138,808 | $3M | 0.4% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 113,257 | $2M | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC added | 109,462 | $2M | 0.3% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 109,336 | $2M | 0.3% | 2026-Q1 |
| Anderson Financial Strategies, LLC added | 84,696 | $2M | 0.3% | 2026-Q1 |
| Knights of Columbus Asset Advisors LLC trimmed | 105,109 | $2M | 0.3% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 104,397 | $2M | 0.3% | 2026-Q1 |
| Aristides Capital LLC added | 103,244 | $2M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 100,574 | $2M | 0.3% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 100,070 | $2M | 0.3% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC added | 91,083 | $2M | 0.3% | 2026-Q1 |
| Annex Advisory Services, LLC trimmed | 90,779 | $2M | 0.3% | 2026-Q1 |
| Polar Asset Management Partners Inc. new | 75,500 | $1M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 75,396 | $1M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 71,864 | $1M | 0.2% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 66,545 | $1M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 62,400 | $1M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 57,362 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 55,659 | $1M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 55,630 | $1M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 54,074 | $1M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 51,958 | $966K | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 51,535 | $959K | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 51,096 | $950K | 0.2% | 2026-Q1 |
| Manatuck Hill Partners, LLC trimmed | 50,000 | $930K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 47,510 | $883K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 46,120 | $858K | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 38,354 | $713K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 38,231 | $711K | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 37,923 | $705K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 37,498 | $697K | 0.1% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 36,247 | $674K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 35,337 | $657K | 0.1% | 2026-Q1 |
| KORNITZER CAPITAL MANAGEMENT INC /KS new | 34,469 | $641K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 33,971 | $632K | 0.1% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 33,883 | $630K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 33,404 | $621K | 0.1% | 2026-Q1 |
| Man Group plc added | 32,111 | $597K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 31,901 | $594K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,455,151 | $27M | 4.6% | 2025-Q4 stale |
| Pinnacle Financial Partners Inc | 318,197 | $8M | 1.3% | 2025-Q3 stale |
| Hillsdale Investment Management Inc. added | 203,153 | $5M | 0.8% | 2025-Q3 stale |
| OBERWEIS ASSET MANAGEMENT INC/ added | 173,400 | $3M | 0.5% | 2025-Q4 stale |
| Coppell Advisory Solutions LLC added | 5,621 | $2M | 0.3% | 2025-Q1 stale |
| NBW CAPITAL LLC trimmed | 102,207 | $2M | 0.3% | 2025-Q2 stale |
| Perritt Capital Management Inc | 52,854 | $968K | 0.2% | 2025-Q4 stale |
| Informed Momentum Co LLC added | 52,521 | $893K | 0.2% | 2025-Q1 stale |
| Janney Montgomery Scott LLC added | 47,545 | $809K | 0.1% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 43,517 | $740K | 0.1% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 37,400 | $685K | 0.1% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 27,683 | $654K | 0.1% | 2025-Q3 stale |
| Summit Global Investments | 26,307 | $621K | 0.1% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL new | 35,996 | $612K | 0.1% | 2025-Q2 stale |
| COMERICA BANK added | 33,407 | $612K | 0.1% | 2025-Q4 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.