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Institutional Ownership · SEC Form 13F

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.

166
Institutional holders
32M
Shares held (tracked funds)
86.3%
Of shares outstanding

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.

FundSharesReported value% of valueQuarter
FMR LLC added3,986,196$106M12.6%2026-Q2
BlackRock, Inc. added2,713,253$72M8.6%2026-Q2
SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed2,378,908$63M7.5%2026-Q2
ROYCE & ASSOCIATES LP added1,836,591$49M5.8%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,556,802$41M4.9%2026-Q2
AltraVue Capital, LLC trimmed1,391,553$37M4.4%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added1,372,841$36M4.4%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed1,366,433$36M4.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added908,007$24M2.9%2026-Q2
Boston Partners added802,988$21M2.5%2026-Q2
Juniper Investment Company, LLC added781,399$21M2.5%2026-Q2
STATE STREET CORP added779,806$21M2.5%2026-Q2
Owls Nest Partners IA, LLC new728,895$19M2.3%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC added708,793$19M2.2%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed604,122$16M1.9%2026-Q2
WealthTrust Axiom LLC trimmed569,344$15M1.8%2026-Q2
Legato Capital Management LLC added395,601$11M1.3%2026-Q2
First Eagle Investment Management, LLC added340,824$9M1.1%2026-Q2
NORTHERN TRUST CORP added326,589$9M1.0%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added326,583$9M1.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added319,911$9M1.0%2026-Q2
Pinnacle Financial Partners, Inc.318,197$8M1.0%2026-Q2
G2 Investment Partners Management LLC trimmed300,000$8M1.0%2026-Q2
ESSEX INVESTMENT MANAGEMENT CO LLC added295,820$8M0.9%2026-Q2
MORGAN STANLEY added294,034$8M0.9%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added271,288$7M0.9%2026-Q2
Archon Capital Management LLC263,480$7M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added254,334$7M0.8%2026-Q2
Bank of New York Mellon Corp added234,465$6M0.7%2026-Q2
FIRST TRUST ADVISORS LP added220,352$6M0.7%2026-Q2
GOLDMAN SACHS GROUP INC trimmed203,140$5M0.6%2026-Q2
Diamond Hill Capital Management, LLC (Investment Advisor) added200,317$5M0.6%2026-Q2
GLOBEFLEX CAPITAL L P added195,394$5M0.6%2026-Q2
Allspring Global Investments Holdings, LLC added190,167$5M0.6%2026-Q2
UBS Group AG added185,141$5M0.6%2026-Q2
North Star Investment Management Corp. trimmed183,463$5M0.6%2026-Q2
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. new167,579$4M0.5%2026-Q2
Ophir Asset Management Pty Ltd trimmed165,878$4M0.5%2026-Q2
Alyeska Investment Group, L.P. trimmed164,170$4M0.5%2026-Q2
Phocas Financial Corp. trimmed163,716$4M0.5%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added150,739$4M0.5%2026-Q2
Expect Equity LLC trimmed142,209$4M0.5%2026-Q2
Manatuck Hill Partners, LLC added130,000$3M0.4%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added126,523$3M0.4%2026-Q2
Aristides Capital LLC added111,574$3M0.4%2026-Q2
Waverly Advisors, LLC trimmed106,288$3M0.3%2026-Q2
Knights of Columbus Asset Advisors LLC added105,756$3M0.3%2026-Q2
LAZARD ASSET MANAGEMENT LLC added100,145$3M0.3%2026-Q2
SEI INVESTMENTS CO trimmed94,315$3M0.3%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed91,370$2M0.2%2026-Q2
JOHNSON INVESTMENT COUNSEL INC91,083$2M0.3%2026-Q2
Annex Advisory Services, LLC trimmed87,527$2M0.3%2026-Q2
CITIGROUP INC added85,340$2M0.3%2026-Q2
Nuveen, LLC added81,091$2M0.3%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC trimmed72,938$2M0.2%2026-Q2
Anderson Financial Strategies, LLC trimmed70,459$2M0.2%2026-Q2
XTX Topco Ltd added67,720$2M0.2%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed67,447$2M0.2%2026-Q2
Swiss National Bank added66,200$2M0.2%2026-Q2
CITADEL ADVISORS LLC added64,850$2M0.2%2026-Q2
Russell Investments Group, Ltd. added58,046$2M0.2%2026-Q2
Quantinno Capital Management LP added55,362$1M0.2%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added52,231$1M0.2%2026-Q2
Invesco Ltd. added50,782$1M0.2%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed48,940$1M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added41,610$1M0.1%2026-Q2
RHUMBLINE ADVISERS added41,250$1M0.1%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed40,823$1M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added40,524$1M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added37,831$1M0.1%2026-Q2
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added37,621$1,000K0.1%2026-Q2
Quantbot Technologies LP added36,340$966K0.1%2026-Q2
RITHOLTZ WEALTH MANAGEMENT trimmed36,213$963K0.1%2026-Q2
Squarepoint Ops LLC trimmed35,834$952K0.1%2026-Q2
DEUTSCHE BANK AG\ added35,141$934K0.1%2026-Q2
FRANKLIN RESOURCES INC added35,086$933K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added34,604$920K0.1%2026-Q2
KORNITZER CAPITAL MANAGEMENT INC /KS trimmed33,345$886K0.1%2026-Q2
Calamos Advisors LLC added31,823$846K0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed31,454$836K0.1%2026-Q2
Legal & General Group Plc added28,720$763K0.1%2026-Q2
Schonfeld Strategic Advisors LLC added26,728$710K0.1%2026-Q2
AXQ CAPITAL, LP added24,007$638K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd23,143$615K0.1%2026-Q2
CM WEALTH ADVISORS LLC new21,741$578K0.1%2026-Q2
Creative Planning added21,517$572K0.1%2026-Q2
LPL Financial LLC21,230$564K0.1%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS trimmed20,689$550K0.1%2026-Q2
PNC Financial Services Group, Inc.19,809$527K0.1%2026-Q2
MetLife Investment Management, LLC added19,687$523K0.1%2026-Q2
JPMORGAN CHASE & CO added18,885$501K0.1%2026-Q2
HSBC HOLDINGS PLC trimmed18,783$504K0.1%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed18,217$484K0.1%2026-Q2
VARCOV Co. trimmed18,014$479K0.1%2026-Q2
US BANCORP \DE\ added17,854$475K0.1%2026-Q2
Odyssean, LLC new16,778$446K0.1%2026-Q2
Quadrature Capital Ltd trimmed16,175$430K0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added16,026$426K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added15,461$411K0.0%2026-Q2
Orion Porfolio Solutions, LLC trimmed15,333$408K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership