LYTS LSI Industries Inc.
LSI Industries Inc. (LYTS) Institutional Ownership
What the institutions did with LYTS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FMR LLC | 4.0M | 11.9% |
| BlackRock, Inc. | 2.7M | 8.1% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 2.4M | 7.1% |
| ROYCE & ASSOCIATES LP | 1.8M | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | 4.6% |
| AltraVue Capital, LLC | 1.4M | 4.1% |
| WELLINGTON MANAGEMENT GROUP LLP | 1.4M | 4.1% |
| DIMENSIONAL FUND ADVISORS LP | 1.4M | 4.1% |
| Thrivent Financial for Lutherans | 1.0M | 3.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 908.0K | 2.7% |
| Boston Partners | 803.0K | 2.4% |
| Juniper Investment Company, LLC | 781.4K | 2.3% |
| STATE STREET CORP | 779.8K | 2.3% |
| Owls Nest Partners IA, LLC | 728.9K | 2.2% |
| KENNEDY CAPITAL MANAGEMENT LLC | 708.8K | 2.1% |
| First Eagle Investment Management, LLC | 681.6K | 2.0% |
| RENAISSANCE TECHNOLOGIES LLC | 604.1K | 1.8% |
| WealthTrust Axiom LLC | 569.3K | 1.7% |
| Legato Capital Management LLC | 395.6K | 1.2% |
| NORTHERN TRUST CORP | 326.6K | 1.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 326.6K | 1.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 319.9K | 1.0% |
| Pinnacle Financial Partners, Inc. | 318.2K | 0.9% |
| THOMPSON SIEGEL & WALMSLEY LLC | 301.0K | 0.9% |
| G2 Investment Partners Management LLC | 300.0K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FMR LLC | Increased | 208.5K | 4.0M | +3.8M |
| Owls Nest Partners IA, LLC | New | 0 | 728.9K | +728.9K |
| BlackRock, Inc. | Increased | 2.1M | 2.7M | +591.7K |
| Ophir Asset Management Pty Ltd | Reduced | 739.4K | 165.9K | -573.5K |
| First Eagle Investment Management, LLC | Increased | 285.4K | 681.6K | +396.2K |
| ROYCE & ASSOCIATES LP | Increased | 1.5M | 1.8M | +318.2K |
| Hood River Capital Management LLC | Sold Out | 313.7K | 0 | -313.7K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 333.8K | 67.4K | -266.3K |
| Driehaus Capital Management LLC | Sold Out | 245.9K | 0 | -245.9K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 724.0K | 908.0K | +184.0K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 788.0K | 604.1K | -183.8K |
| AWM Investment Company, Inc. | Sold Out | 176.1K | 0 | -176.1K |
| SEI INVESTMENTS CO | Reduced | 264.3K | 94.3K | -170.0K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | New | 0 | 167.6K | +167.6K |
| UBS Group AG | Increased | 23.1K | 185.1K | +162.1K |
| STATE STREET CORP | Increased | 628.3K | 779.8K | +151.5K |
| Qube Research & Technologies Ltd | Sold Out | 143.4K | 0 | -143.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold Out | 138.8K | 0 | -138.8K |
| Alyeska Investment Group, L.P. | Reduced | 300.0K | 164.2K | -135.8K |
| G2 Investment Partners Management LLC | Reduced | 430.2K | 300.0K | -130.2K |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | Reduced | 2.5M | 2.4M | -124.2K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Sold Out | 109.3K | 0 | -109.3K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1.5M | 1.4M | -97.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 1.5M | 1.6M | +94.4K |
| North Star Investment Management Corp. | Reduced | 276.5K | 183.5K | -93.0K |
| MORGAN STANLEY | Increased | 210.9K | 294.0K | +83.1K |
| Manatuck Hill Partners, LLC | Increased | 50.0K | 130.0K | +80.0K |
| CITIGROUP INC | Increased | 5.5K | 85.3K | +79.9K |
| NORTHERN TRUST CORP | Increased | 249.0K | 326.6K | +77.6K |
| Allspring Global Investments Holdings, LLC | Increased | 113.3K | 190.2K | +76.9K |
| Polar Asset Management Partners Inc. | Sold Out | 75.5K | 0 | -75.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 200.4K | 271.3K | +70.9K |
| WELLINGTON MANAGEMENT GROUP LLP | Increased | 1.3M | 1.4M | +70.0K |
| ALLIANCEBERNSTEIN L.P. | Reduced | 157.4K | 91.4K | -66.0K |
| AltraVue Capital, LLC | Reduced | 1.5M | 1.4M | -62.3K |
| LAZARD ASSET MANAGEMENT LLC | Increased | 37.9K | 100.1K | +62.2K |
| AMERICAN CENTURY COMPANIES INC | Sold Out | 57.4K | 0 | -57.4K |
| GOLDMAN SACHS GROUP INC | Reduced | 258.7K | 203.1K | -55.6K |
| Connor, Clark & Lunn Investment Management Ltd. | Increased | 100.6K | 150.7K | +50.2K |
| XTX Topco Ltd | Increased | 17.8K | 67.7K | +49.9K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | 66.5K | 18.2K | -48.3K |
| HRT FINANCIAL LP | Sold Out | 47.5K | 0 | -47.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 279.1K | 326.6K | +47.5K |
| FIRST TRUST ADVISORS LP | Increased | 177.4K | 220.4K | +43.0K |
| DIAMOND HILL CAPITAL MANAGEMENT INC | Increased | 159.7K | 200.3K | +40.7K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 213.7K | 254.3K | +40.6K |
| Squarepoint Ops LLC | Reduced | 75.4K | 35.8K | -39.6K |
| Thrivent Financial for Lutherans | Increased | 973.8K | 1.0M | +39.5K |
| Point72 Asset Management, L.P. | Sold Out | 38.4K | 0 | -38.4K |
| MILLENNIUM MANAGEMENT LLC | Sold Out | 37.5K | 0 | -37.5K |
| KENNEDY CAPITAL MANAGEMENT LLC | Increased | 673.8K | 708.8K | +35.0K |
| Campbell & CO Investment Adviser LLC | Sold Out | 33.9K | 0 | -33.9K |
| Quantbot Technologies LP | Increased | 2.8K | 36.3K | +33.6K |
| FIFTH THIRD BANCORP | Reduced | 33.4K | 747 | -32.7K |
| Man Group plc | Sold Out | 32.1K | 0 | -32.1K |
| BOOTHBAY FUND MANAGEMENT, LLC | Reduced | 104.4K | 72.9K | -31.5K |
| VICTORY CAPITAL MANAGEMENT INC | Sold Out | 28.3K | 0 | -28.3K |
| MARTINGALE ASSET MANAGEMENT L P | Increased | 100.1K | 126.5K | +26.5K |
| AQR CAPITAL MANAGEMENT LLC | Reduced | 55.6K | 31.5K | -24.2K |
| Magnetar Financial LLC | Sold Out | 22.3K | 0 | -22.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.