ACINYSERetail-Grocery StoresFiscal year ends February 27
Albertsons Companies, Inc.
Financials through Q1 FY2026, quarter ended Jun 20, 2026Last filing: 10-Q on Oct 20, 2026
$13.14+0.05 (+0.38%)
Close on Oct 19, 2026
- Market cap
- $6.55B
- P/E (TTM)
- 164.3
- Dividend yield
- 4.57%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
95.4%
463M of 485M shares
Institutional holders
447
82 new, 70 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
4 buys · 24 sales
Net bought $179.79K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 39,846,724 | 8.10% | 13G (passive) amendment | Jun 30, 2026 |
| Abigail P. Johnson | 38,308,138 | 6.80% | 13G (passive) amendment | Jun 30, 2025 |
| Cerberus Capital Management, L.P. | 151,818,680 | 26.40% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ACI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Cerberus Capital Management, L.P. | 151,818,680 | 31.28% | $2.05B | – | 98.02% |
| BlackRock, Inc. | 43,050,858 | 8.87% | $582.48M | +1,311,174 | 0.01% |
| Vanguard Portfolio Management LLC | 18,483,179 | 3.81% | $250.08M | +301,690 | 0.01% |
| Norges Bank | 17,091,758 | 3.52% | $231.25M | New | 0.02% |
| Dimensional Fund Advisors LP | 16,125,936 | 3.32% | $218.18M | +1,112,411 | 0.04% |
| Vanguard Capital Management LLC | 15,724,395 | 3.24% | $212.75M | −493,715 | 0.00% |
| JPMorgan Chase & Co | 13,379,150 | 2.76% | $180.43M | +240,337 | 0.01% |
| Massachusetts Financial Services Co /Ma/ | 12,539,191 | 2.58% | $171.41M | +782,013 | 0.05% |
| Lsv Asset Management | 11,903,072 | 2.45% | $161.05K | +716,565 | 0.29% |
| State Street Corp | 11,867,902 | 2.45% | $160.57M | −486,403 | 0.00% |
| Southeastern Asset Management Inc/Tn/ | 8,636,262 | 1.78% | $116.85M | +1,216,461 | 6.09% |
| Morgan Stanley | 7,968,279 | 1.64% | $107.81M | −1,722,257 | 0.01% |
| FMR LLC | 7,883,146 | 1.62% | $106.66M | −8,773,392 | 0.00% |
| Aqr Capital Management LLC | 7,320,324 | 1.51% | $97.43M | +1,343,862 | 0.03% |
| Geode Capital Management, LLC | 7,089,057 | 1.46% | $95.94M | −266,974 | 0.01% |
| Citadel Advisors LLC | 6,554,442 | 1.35% | $88.68M | −5,498,904 | 0.01% |
| Millennium Management LLC | 6,350,699 | 1.31% | $85.92M | +5,989,413 | 0.03% |
| Arrowstreet Capital, Limited Partnership | 5,616,763 | 1.16% | $75.99M | +437,331 | 0.03% |
| Shapiro Capital Management LLC | 4,949,452 | 1.02% | $66.97M | +2,659,582 | 4.06% |
| Invesco Ltd. | 3,919,571 | 0.81% | $53.03M | +77,256 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 447 | 463M | 95.4% | 82 / 150 | 168 / 70 | 52M | 44M |
| Q1 2026 | 441 | 455M | 93.8% | 78 / 156 | 156 / 72 | 70M | 56M |
| Q4 2025 | 440 | 482M | 99.3% | 78 / 137 | 179 / 114 | 66M | 57M |
| Q3 2025 | 483 | 472M | 97.3% | 70 / 156 | 192 / 82 | 51M | 67M |
| Q2 2025 | 502 | 489M | 100.0% | 70 / 212 | 156 / 66 | 39M | 47M |
| Q1 2025 | 506 | 497M | 100.0% | 117 / 181 | 144 / 80 | 108M | 59M |
| Q4 2024 | 476 | 450M | 92.6% | 111 / 161 | 146 / 68 | 68M | 58M |
| Q3 2024 | 441 | 443M | 91.2% | 55 / 178 | 138 / 57 | 65M | 49M |
| Q2 2024 | 448 | 448M | 92.4% | 63 / 186 | 137 / 39 | 40M | 43M |
| Q1 2024 | 430 | 453M | 93.4% | 60 / 167 | 137 / 60 | 60M | 32M |
| Q4 2023 | 433 | 425M | 87.6% | 55 / 169 | 139 / 43 | 47M | 33M |
| Q3 2023 | 426 | 413M | 85.2% | 73 / 166 | 121 / 46 | 58M | 58M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ACI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 12,173,743 | 2.51% | $164.71M | 0.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 10,989,823 | 2.26% | $148.69M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 7,941,886 | 1.64% | $107.45M | 0.06% | Jun 30, 2026 |
| iShares Select Dividend ETF | 7,793,563 | 1.61% | $90.25M | 0.38% | Jul 31, 2026 |
| JPMorgan Mid Cap Value Fund | 7,371,292 | 1.52% | $99.73M | 0.89% | Jun 30, 2026 |
| Longleaf Partners Fund | 5,224,267 | 1.08% | $70.68M | 6.67% | Jun 30, 2026 |
| MFS Mid Cap Value Fund | 5,113,420 | 1.05% | $69.18M | 0.40% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 5,029,142 | 1.04% | $68.04M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 4,086,022 | 0.84% | $55.28M | 0.06% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 3,882,334 | 0.80% | $44.96M | 0.27% | Jul 31, 2026 |
| JPMorgan Mid Cap Equity Fund | 3,235,338 | 0.67% | $43.77M | 0.70% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 3,116,646 | 0.64% | $36.09M | 0.25% | Jul 31, 2026 |
| Longleaf Partners Global Fund | 2,414,495 | 0.50% | $32.67M | 4.72% | Jun 30, 2026 |
| Invesco S&P MidCap 400 Revenue ETF | 2,169,192 | 0.45% | $33.86M | 2.74% | May 31, 2026 |
| Fidelity Equity Dividend Income Fund | 1,986,200 | 0.41% | $31.00M | 0.38% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Margaret C. Whitman | Executive Chair, Director | 0 | – | Sep 10, 2026 |
| Susan Morris | Chief Executive Officer, Director | 1,092,956 | 0.23% | Aug 11, 2026 |
| Vivek Sankaran | Chief Executive Officer, Director | 2,464,982 | 0.51% | Apr 25, 2025 |
| Thomas M. Moriarty | EVP, M&A and Corporate Affairs | 617,892 | 0.13% | Sep 10, 2026 |
| Robert Bruce Larson | SVP & Chief Accounting Officer | 53,269 | 0.01% | Sep 3, 2026 |
| Anuj Dhanda | Chief Tech &Transformation Off | 387,571 | 0.08% | Aug 11, 2026 |
| Sharon McCollam | President & CFO | 567,051 | 0.12% | Aug 11, 2026 |
| Allison Suzanne Pinkham | EVP Chief HR Officer | – | – | Aug 11, 2026 |
| Michelle Larson | Chief Merchandising Officer | 165,482 | 0.03% | Aug 11, 2026 |
| Michael Withers | EVP Retail Operations West | 24,566 | 0.01% | Aug 11, 2026 |
| Evan Rainwater | EVP, Supp. Chain, Mfg. & Sourc | 87,454 | 0.02% | Aug 11, 2026 |
| Robert Backus | EVP Retail Operations East | 104,577 | 0.02% | May 12, 2026 |
| Jennifer Saenz | EVP, Chief Commercial Officer | 179,297 | 0.04% | Feb 10, 2026 |
| Michael T. Theilmann | EVP & Chief HR Officer | 308,293 | 0.06% | Jan 16, 2026 |
| Omer Gajial | EVP Chief Merch & Digital Off. | 162,569 | 0.03% | May 16, 2025 |
| Scott Wille | Director | 21,701 | 0.00% | Aug 11, 2026 |
| Frank W. Bruno | Director | 9,471 | 0.00% | Aug 11, 2026 |
| David Zinsner | Director | 4,680 | 0.00% | Aug 11, 2026 |
| Alan H. Schumacher | Director | 126,015 | 0.03% | Aug 11, 2026 |
| Brian Kevin Turner | Director | 161,219 | 0.03% | Aug 11, 2026 |
| Kim S. Fennebresque | Director | 125,515 | 0.03% | Aug 11, 2026 |
| West Mary E. Stone | Director | 42,356 | 0.01% | Aug 11, 2026 |
| Sharon L. Allen | Director | 192,993 | 0.04% | Aug 11, 2026 |
| Sarah Mensah | Director | 17,669 | 0.00% | May 12, 2026 |
| Brian S. Rice | Director | – | – | Mar 3, 2026 |
| Lisa A. Gray | Director | 8,567 | 0.00% | Nov 10, 2025 |
| Allen Gibson | Director | 49,039 | 0.01% | Aug 12, 2025 |
| James Donald | Director | 1,861,800 | 0.38% | Aug 12, 2025 |
| Stephen Feinberg | Director | 151,818,680 | 31.28% | Feb 11, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sharon McCollam President & CFO | Jul 31, 2026 | Buy | +9,000 | $11.48 | $103.32K | 567,051 |
| Susan Morris Chief Executive Officer, Director | Jul 28, 2026 | Buy | +19,132 | $11.38 | $217.72K | 1,092,956 |
| Susan Morris Chief Executive Officer, Director | Jul 28, 2026 | Buy | +20,277 | $11.46 | $232.37K | 1,073,824 |
| Thomas M. Moriarty EVP, M&A and Corporate Affairs | Jul 27, 2026 | Buy | +170,500 | $11.51 | $1.96M | 308,946 |
| Robert Bruce Larson SVP & Chief Accounting Officer | May 6, 2026 | Sale | −16,335 | $16.01 | $261.52K | 53,269 |
| Robert Bruce Larson SVP & Chief Accounting Officer | May 6, 2026 | Sale | −19,363 | $16.03 | $310.39K | 25,241 |
| Robert Bruce Larson SVP & Chief Accounting Officer | May 6, 2026 | Sale | −8,665 | $16.02 | $138.81K | 44,604 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −500 | $16.52 | $8.26K | 2,676 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −600 | $16.46 | $9.88K | 45,568 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −3,750 | $16.47 | $61.76K | 41,818 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −2,886 | $16.47 | $47.53K | 38,932 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −7,730 | $16.48 | $127.39K | 31,202 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −1,026 | $16.48 | $16.91K | 30,176 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −5,749 | $16.49 | $94.80K | 24,427 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −211 | $16.49 | $3.48K | 24,216 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −7,000 | $16.50 | $115.50K | 17,216 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −3,711 | $16.50 | $61.23K | 13,505 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −6,339 | $16.51 | $104.66K | 7,166 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −200 | $16.55 | $3.31K | 0 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −612 | $16.54 | $10.12K | 200 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −303 | $16.53 | $5.01K | 812 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −1,561 | $16.52 | $25.79K | 1,115 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 29, 2026 | Sale | −3,990 | $16.51 | $65.87K | 3,176 |
| Sharon McCollam President & CFO | Apr 21, 2026 | Tax withholding | −15,450 | – | – | 558,051 |
| Sharon McCollam President & CFO | Apr 21, 2026 | Option exercise | +43,562 | $17.90 | $779.76K | 530,448 |
| Sharon McCollam President & CFO | Apr 21, 2026 | Tax withholding | −16,118 | – | – | 514,330 |
| Sharon McCollam President & CFO | Apr 21, 2026 | Option exercise | +31,600 | $17.90 | $565.64K | 545,930 |
| Sharon McCollam President & CFO | Apr 21, 2026 | Tax withholding | −11,692 | – | – | 534,238 |
| Sharon McCollam President & CFO | Apr 21, 2026 | Option exercise | +39,263 | $17.90 | $702.81K | 573,501 |
| Michael Withers EVP Retail Operations West | Apr 21, 2026 | Tax withholding | −2,274 | – | – | 20,780 |
| Michael Withers EVP Retail Operations West | Apr 21, 2026 | Option exercise | +6,692 | $17.90 | $119.79K | 27,472 |
| Michael Withers EVP Retail Operations West | Apr 21, 2026 | Tax withholding | −2,988 | – | – | 24,484 |
| Michael Withers EVP Retail Operations West | Apr 21, 2026 | Tax withholding | −3,131 | – | – | 17,679 |
| Michael Withers EVP Retail Operations West | Apr 21, 2026 | Option exercise | +5,375 | $17.90 | $96.21K | 23,054 |
| Michael Withers EVP Retail Operations West | Apr 21, 2026 | Option exercise | +7,400 | $17.90 | $132.46K | 20,810 |
| Anuj Dhanda Chief Tech &Transformation Off | Apr 21, 2026 | Option exercise | +24,540 | $17.90 | $439.27K | 387,571 |
| Anuj Dhanda Chief Tech &Transformation Off | Apr 21, 2026 | Tax withholding | −12,295 | – | – | 375,276 |
| Anuj Dhanda Chief Tech &Transformation Off | Apr 21, 2026 | Tax withholding | −9,356 | – | – | 363,031 |
| Anuj Dhanda Chief Tech &Transformation Off | Apr 21, 2026 | Option exercise | +19,593 | $17.90 | $350.71K | 372,387 |
| Anuj Dhanda Chief Tech &Transformation Off | Apr 21, 2026 | Tax withholding | −12,950 | – | – | 352,794 |
| Anuj Dhanda Chief Tech &Transformation Off | Apr 21, 2026 | Option exercise | +27,120 | $17.90 | $485.45K | 365,744 |
| Michelle Larson Chief Merchandising Officer | Apr 21, 2026 | Tax withholding | −16,742 | – | – | 166,022 |
| Michelle Larson Chief Merchandising Officer | Apr 21, 2026 | Option exercise | +40,003 | $17.90 | $716.05K | 182,764 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 21, 2026 | Option exercise | +10,913 | $17.90 | $195.34K | 43,253 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 21, 2026 | Tax withholding | −4,617 | – | – | 38,636 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 21, 2026 | Option exercise | +13,609 | $17.90 | $243.60K | 52,245 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 21, 2026 | Tax withholding | −6,077 | – | – | 46,168 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 21, 2026 | Tax withholding | −6,362 | – | – | 32,340 |
| Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc | Apr 21, 2026 | Option exercise | +15,039 | $17.90 | $269.20K | 38,702 |
| Thomas M. Moriarty EVP, M&A and Corporate Affairs | Apr 21, 2026 | Tax withholding | −13,078 | – | – | 92,721 |
| Thomas M. Moriarty EVP, M&A and Corporate Affairs | Apr 21, 2026 | Option exercise | +21,754 | $17.90 | $389.40K | 69,784 |
| Thomas M. Moriarty EVP, M&A and Corporate Affairs | Apr 21, 2026 | Tax withholding | −9,355 | – | – | 60,429 |
| Thomas M. Moriarty EVP, M&A and Corporate Affairs | Apr 21, 2026 | Option exercise | +27,369 | $17.90 | $489.91K | 87,798 |
| Thomas M. Moriarty EVP, M&A and Corporate Affairs | Apr 21, 2026 | Tax withholding | −12,412 | – | – | 75,386 |
| Thomas M. Moriarty EVP, M&A and Corporate Affairs | Apr 21, 2026 | Option exercise | +30,413 | $17.90 | $544.39K | 105,799 |
| Robert Bruce Larson SVP & Chief Accounting Officer | Apr 21, 2026 | Tax withholding | −7,443 | – | – | 69,604 |
| Robert Bruce Larson SVP & Chief Accounting Officer | Apr 21, 2026 | Option exercise | +16,668 | $17.90 | $298.36K | 77,047 |
| Robert Backus EVP Retail Operations East | Apr 21, 2026 | Tax withholding | −7,145 | – | – | 104,577 |
| Robert Backus EVP Retail Operations East | Apr 21, 2026 | Option exercise | +16,002 | $17.90 | $286.44K | 111,722 |
| Susan Morris Chief Executive Officer, Director | Apr 21, 2026 | Option exercise | +39,263 | $17.90 | $702.81K | 1,071,078 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Robert Bruce Larson Officer | May 6, 2026 | 25,000 | $397.78K | May 6, 2026 | Compensation |
| Robert Bruce Larson Officer | May 6, 2026 | 19,363 | $310.39K | May 6, 2026 | Restricted Stock Vesting |
| Evan Rainwater Officer | Apr 29, 2026 | 46,168 | $761.34K | Apr 29, 2026 | Restricted Stock Vesting |
| Michael T. Theilmann Officer | Jan 14, 2026 | 50,000 | $881.40K | Jan 14, 2026 | Restricted Stock Vesting |
| Robert Bruce Larson Officer | Oct 17, 2025 | 17,815 | $351.85K | Oct 17, 2025 | Restricted Stock Vesting |
| Anuj Dhanda Officer | Oct 16, 2025 | 230,000 | $4.43M | Oct 16, 2025 | Restricted Stock Vesting |
| Michael T. Theilmann Officer | Oct 16, 2025 | 100,000 | $1.94M | Oct 16, 2025 | Restricted Stock Vesting |
| Omer Gajial Officer | May 14, 2025 | 47,303 | $1.02M | May 14, 2025 | Restricted Stock Vesting |
| Jennifer Saenz Officer | Apr 29, 2025 | 30,813 | $674.48K | Apr 29, 2025 | Restricted Stock Vesting |
| Robert Bruce Larson Officer | May 1, 2024 | 24,362 | $493.09K | May 1, 2024 | Restricted Stock Vesting |
| Anuj Dhanda Officer | Apr 30, 2024 | 100,000 | $2.04M | Apr 30, 2024 | Restricted Stock Vesting |
| Robert Bruce Larson Officer | Apr 27, 2023 | 32,544 | $681.83K | Apr 27, 2023 | Restricted Stock Vesting |