AYINYSEElectric Lighting & Wiring EquipmentFiscal year ends August 31
ACUITY INC. (DE)
Financials through Q3 FY2026, quarter ended May 31, 2026Last filing: 10-Q on Jun 25, 2026
$308.58+5.33 (+1.76%)
Close on Oct 19, 2026
- Market cap
- $9.55B
- P/E (TTM)
- 20.5
- Dividend yield
- 0.21%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
30M of 30M shares
Institutional holders
636
113 new, 54 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
2 buys · 13 sales
Net sold $6.29M
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 |
|---|---|---|---|---|
| Abigail P. Johnson | 3,649,251 | 12.00% | 13G (passive) amendment | Apr 30, 2026 |
| BlackRock, Inc. | 2,755,217 | 8.90% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Capital Management | 1,609,741 | 5.24% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AYI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 3,604,071 | 12.04% | $1.36B | +1,248,463 | 0.06% |
| BlackRock, Inc. | 2,978,769 | 9.95% | $1.12B | −84,109 | 0.02% |
| Vanguard Portfolio Management LLC | 1,436,715 | 4.80% | $541.15M | +21,928 | 0.02% |
| Vanguard Capital Management LLC | 1,369,435 | 4.57% | $515.81M | −6,252 | 0.01% |
| Aqr Capital Management LLC | 1,274,516 | 4.26% | $471.01M | +838,610 | 0.16% |
| State Street Corp | 966,017 | 3.23% | $363.85M | +19,420 | 0.01% |
| Fuller & Thaler Asset Management, Inc. | 772,130 | 2.58% | $290.83M | +222,485 | 0.79% |
| Geode Capital Management, LLC | 768,419 | 2.57% | $289.49M | +191,972 | 0.02% |
| Dimensional Fund Advisors LP | 766,536 | 2.56% | $288.70M | +131,376 | 0.05% |
| American Century Companies Inc | 743,411 | 2.48% | $280.01M | −5,569 | 0.12% |
| JPMorgan Chase & Co | 713,050 | 2.38% | $262.65M | −58,166 | 0.01% |
| Wellington Management Group Llp | 658,213 | 2.20% | $247.92M | −104,825 | 0.04% |
| Price T Rowe Associates Inc /Md/ | 541,457 | 1.81% | $203.95K | +99,927 | 0.02% |
| Boston Partners | 535,556 | 1.79% | $201.61M | −64,280 | 0.18% |
| UBS Group AG | 515,771 | 1.72% | $194.27M | +291,113 | 0.02% |
| First Trust Advisors LP | 434,229 | 1.45% | $163.56M | +56,223 | 0.10% |
| FIL Ltd | 423,762 | 1.42% | $159.61M | −852 | 0.11% |
| Goldman Sachs Group Inc | 382,232 | 1.28% | $143.97M | +180,467 | 0.01% |
| Morgan Stanley | 363,273 | 1.21% | $136.83M | +99,064 | 0.01% |
| Allen Operations LLC | 344,100 | 1.15% | $129.61M | – | 17.96% |
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 | 636 | 30M | 100.0% | 113 / 221 | 190 / 54 | 5M | 4M |
| Q1 2026 | 584 | 29M | 96.4% | 80 / 208 | 190 / 104 | 7M | 5M |
| Q4 2025 | 615 | 30M | 99.8% | 107 / 204 | 191 / 43 | 4M | 3M |
| Q3 2025 | 568 | 29M | 98.2% | 81 / 195 | 185 / 57 | 3M | 3M |
| Q2 2025 | 550 | 29M | 97.1% | 72 / 175 | 217 / 57 | 3M | 4M |
| Q1 2025 | 541 | 30M | 100.0% | 76 / 216 | 165 / 68 | 3M | 3M |
| Q4 2024 | 543 | 30M | 100.0% | 105 / 178 | 175 / 35 | 4M | 4M |
| Q3 2024 | 477 | 31M | 100.0% | 55 / 160 | 172 / 54 | 5M | 2M |
| Q2 2024 | 482 | 31M | 100.0% | 60 / 178 | 160 / 49 | 3M | 3M |
| Q1 2024 | 476 | 31M | 100.0% | 84 / 127 | 180 / 41 | 2M | 3M |
| Q4 2023 | 435 | 32M | 100.0% | 67 / 133 | 161 / 27 | 3M | 2M |
| Q3 2023 | 400 | 32M | 100.0% | 42 / 127 | 163 / 51 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AYI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,030,608 | 3.44% | $388.19M | 0.31% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 962,598 | 3.22% | $362.57M | 0.02% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 793,600 | 2.65% | $242.14M | 0.10% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 695,026 | 2.32% | $261.79M | 0.14% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 688,927 | 2.30% | $259.49M | 2.05% | Jun 30, 2026 |
| Ultra Fund | 492,000 | 1.64% | $161.57M | 0.63% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 440,411 | 1.47% | $165.89M | 0.24% | Jun 30, 2026 |
| Fidelity Series Value Discovery Fund | 366,687 | 1.22% | $120.42M | 0.68% | Jul 31, 2026 |
| JPMorgan Mid Cap Value Fund | 352,906 | 1.18% | $132.93M | 1.19% | Jun 30, 2026 |
| Fidelity Mid-Cap Stock Fund | 348,487 | 1.16% | $114.44M | 1.28% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 345,484 | 1.15% | $130.13M | 0.13% | Jun 30, 2026 |
| Vanguard Explorer Fund | 306,622 | 1.02% | $100.69M | 0.46% | Jul 31, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 287,475 | 0.96% | $108.28M | 0.95% | Jun 30, 2026 |
| VIP Mid Cap Portfolio | 230,323 | 0.77% | $86.75M | 0.91% | Jun 30, 2026 |
| The Hartford Midcap Fund | 227,850 | 0.76% | $74.82M | 2.33% | Jul 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 |
|---|---|---|---|---|
| Neil Ashe | President & CEO, Director | 94,613 | 0.32% | Oct 27, 2025 |
| Karen J. Holcom | SVP & Chief Financial Officer | 17,749 | 0.06% | Sep 3, 2026 |
| Barry R. Goldman | SVP & General Counsel | 4,856 | 0.02% | Jul 6, 2026 |
| Dianne S. Mills | SVP & Chief HR Officer | 18,179 | 0.06% | Oct 27, 2025 |
| Nicholas Tzitzon | Director | – | – | Sep 28, 2026 |
| Maya Leibman | Director | 1,457 | 0.00% | May 4, 2026 |
| Laura O'Shaughnessy | Director | 3,111 | 0.01% | Apr 10, 2026 |
| Mark Sachleben | Director | 112 | 0.00% | Jan 23, 2026 |
| W. Patrick Battle | Director | 3,238 | 0.01% | Jan 23, 2026 |
| James H. Hance Jr | Director | 18,618 | 0.06% | Jan 23, 2026 |
| Michael J. Bender | Director | – | – | Jan 23, 2026 |
| Marcia J. Avedon | Director | – | – | Jan 23, 2026 |
| George Douglas Dillard Jr | Director | 10,796 | 0.04% | Jan 23, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Karen J. Holcom SVP & Chief Financial Officer | Sep 1, 2026 | Sale(10b5-1 plan) | −2,000 | $329.62 | $659.24K | 17,447 |
| Barry R. Goldman SVP & General Counsel | Jul 2, 2026 | Sale | −1,200 | $365.65 | $438.78K | 4,856 |
| Karen J. Holcom SVP & Chief Financial Officer | Jun 1, 2026 | Sale(10b5-1 plan) | −2,076 | $303.14 | $629.32K | 19,447 |
| Maya Leibman Director | Apr 30, 2026 | Buy | +200 | $288.83 | $57.77K | 400 |
| Laura O'Shaughnessy Director | Apr 8, 2026 | Buy | +1,000 | $282.98 | $282.98K | 3,111 |
| Karen J. Holcom SVP & Chief Financial Officer | Jan 28, 2026 | Option exercise | +897 | $239.76 | $215.06K | 26,497 |
| Karen J. Holcom SVP & Chief Financial Officer | Jan 28, 2026 | Sale(10b5-1 plan) | −4,974 | $309.23 | $1.54M | 21,523 |
| James H. Hance Jr Director | Jan 21, 2026 | Award | +546 | $320.59 | $175.04K | 18,618 |
| Barry R. Goldman SVP & General Counsel | Oct 28, 2025 | Sale | −470 | $365.75 | $171.90K | 6,851 |
| Barry R. Goldman SVP & General Counsel | Oct 28, 2025 | Sale | −493 | $368.49 | $181.67K | 6,256 |
| Barry R. Goldman SVP & General Counsel | Oct 28, 2025 | Sale | −102 | $366.65 | $37.40K | 6,749 |
| Barry R. Goldman SVP & General Counsel | Oct 28, 2025 | Sale | −200 | $370.23 | $74.05K | 6,056 |
| Barry R. Goldman SVP & General Counsel | Oct 28, 2025 | Sale | −1,839 | $364.94 | $671.12K | 7,321 |
| Barry R. Goldman SVP & General Counsel | Oct 28, 2025 | Sale | −378 | $363.79 | $137.51K | 9,160 |
| Barry R. Goldman SVP & General Counsel | Oct 28, 2025 | Sale | −1,007 | $362.80 | $365.34K | 9,538 |
| Barry R. Goldman SVP & General Counsel | Oct 24, 2025 | Sale | −2,848 | $368.32 | $1.05M | 10,545 |
| Barry R. Goldman SVP & General Counsel | Oct 24, 2025 | Sale | −1,839 | $367.54 | $675.91K | 13,393 |
| Barry R. Goldman SVP & General Counsel | Oct 24, 2025 | Award | +6,322 | – | – | 14,257 |
| Barry R. Goldman SVP & General Counsel | Oct 24, 2025 | Tax withholding | −3,712 | $370.34 | $1.37M | 10,545 |
| Barry R. Goldman SVP & General Counsel | Oct 24, 2025 | Option exercise | +1,751 | $156.39 | $273.84K | 12,296 |
| Barry R. Goldman SVP & General Counsel | Oct 24, 2025 | Option exercise | +2,936 | $116.36 | $341.63K | 15,232 |
| Neil Ashe President & CEO, Director | Oct 24, 2025 | Award | +43,474 | – | – | 94,613 |
| Neil Ashe President & CEO, Director | Oct 24, 2025 | Tax withholding | −22,411 | $370.34 | $8.30M | 72,202 |
| Karen J. Holcom SVP & Chief Financial Officer | Oct 24, 2025 | Award | +10,432 | – | – | 31,424 |
| Karen J. Holcom SVP & Chief Financial Officer | Oct 24, 2025 | Tax withholding | −5,824 | $370.34 | $2.16M | 25,600 |
| Dianne S. Mills SVP & Chief HR Officer | Oct 24, 2025 | Award | +6,322 | – | – | 18,179 |
| Dianne S. Mills SVP & Chief HR Officer | Oct 24, 2025 | Tax withholding | −2,886 | $370.34 | $1.07M | 15,293 |
| Barry R. Goldman SVP & General Counsel | Oct 23, 2025 | Award | +1,297 | – | – | 7,935 |
| Neil Ashe President & CEO, Director | Oct 23, 2025 | Award | +6,751 | – | – | 51,139 |
| Karen J. Holcom SVP & Chief Financial Officer | Oct 23, 2025 | Award | +2,296 | – | – | 20,992 |
| Barry R. Goldman SVP & General Counsel | Jul 1, 2025 | Option exercise | +2,325 | $239.76 | $557.44K | 10,763 |
| Barry R. Goldman SVP & General Counsel | Jul 1, 2025 | Sale | −2,325 | $298.64 | $694.34K | 8,438 |
| Barry R. Goldman SVP & General Counsel | Jul 1, 2025 | Sale | −1,800 | $297.87 | $536.17K | 6,638 |
| Karen J. Holcom SVP & Chief Financial Officer | Jun 27, 2025 | Sale | −6,000 | $301.04 | $1.81M | 18,696 |
| James H. Hance Jr Director | Jan 22, 2025 | Award | +534 | $328.00 | $175.15K | 18,072 |
| Barry R. Goldman SVP & General Counsel | Oct 28, 2024 | Option exercise | +2,145 | $207.80 | $445.73K | 13,558 |
| Barry R. Goldman SVP & General Counsel | Oct 28, 2024 | Sale | −5,120 | $305.00 | $1.56M | 8,438 |
| Dianne S. Mills SVP & Chief HR Officer | Oct 26, 2024 | Tax withholding | −216 | $303.09 | $65.47K | 11,857 |
| Karen J. Holcom SVP & Chief Financial Officer | Oct 26, 2024 | Tax withholding | −613 | $303.09 | $185.79K | 24,870 |
| Barry R. Goldman SVP & General Counsel | Oct 26, 2024 | Tax withholding | −244 | $303.09 | $73.95K | 11,413 |
| Dianne S. Mills SVP & Chief HR Officer | Oct 25, 2024 | Tax withholding | −2,078 | $303.09 | $629.82K | 12,073 |
| Dianne S. Mills SVP & Chief HR Officer | Oct 25, 2024 | Award | +4,830 | – | – | 14,151 |
| Karen J. Holcom SVP & Chief Financial Officer | Oct 25, 2024 | Tax withholding | −3,783 | $303.09 | $1.15M | 25,483 |
| Karen J. Holcom SVP & Chief Financial Officer | Oct 25, 2024 | Award | +7,246 | – | – | 29,266 |
| Barry R. Goldman SVP & General Counsel | Oct 25, 2024 | Award | +3,864 | – | – | 13,418 |
| Barry R. Goldman SVP & General Counsel | Oct 25, 2024 | Tax withholding | −1,761 | $303.09 | $533.74K | 11,657 |
| Neil Ashe President & CEO, Director | Oct 25, 2024 | Award | +36,230 | – | – | 61,499 |
| Neil Ashe President & CEO, Director | Oct 25, 2024 | Tax withholding | −17,111 | $303.09 | $5.19M | 44,388 |
| Dianne S. Mills SVP & Chief HR Officer | Oct 24, 2024 | Tax withholding | −201 | $298.97 | $60.09K | 9,321 |
| Dianne S. Mills SVP & Chief HR Officer | Oct 24, 2024 | Award | +1,406 | – | – | 9,705 |
| Dianne S. Mills SVP & Chief HR Officer | Oct 24, 2024 | Tax withholding | −183 | $298.97 | $54.71K | 9,522 |
| Karen J. Holcom SVP & Chief Financial Officer | Oct 24, 2024 | Tax withholding | −369 | $298.97 | $110.32K | 22,494 |
| Karen J. Holcom SVP & Chief Financial Officer | Oct 24, 2024 | Tax withholding | −474 | $298.97 | $141.71K | 22,020 |
| Karen J. Holcom SVP & Chief Financial Officer | Oct 24, 2024 | Award | +2,576 | – | – | 22,863 |
| Neil Ashe President & CEO, Director | Oct 24, 2024 | Award | +6,272 | – | – | 27,300 |
| Neil Ashe President & CEO, Director | Oct 24, 2024 | Tax withholding | −767 | $298.97 | $229.31K | 26,533 |
| Neil Ashe President & CEO, Director | Oct 24, 2024 | Tax withholding | −1,264 | $298.97 | $377.90K | 25,269 |
| Barry R. Goldman SVP & General Counsel | Oct 24, 2024 | Tax withholding | −221 | $298.97 | $66.07K | 9,796 |
| Barry R. Goldman SVP & General Counsel | Oct 24, 2024 | Tax withholding | −242 | $298.97 | $72.35K | 9,554 |
| Barry R. Goldman SVP & General Counsel | Oct 24, 2024 | Award | +1,406 | – | – | 10,017 |
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 |
|---|---|---|---|---|---|
| Karen J. Holcom Officer | Sep 1, 2026 | 2,000 | $659.24K | Sep 1, 2026 | Vesting of restricted stock unit awards |
| Barry R. Goldman Officer | Jul 2, 2026 | 1,200 | $438.78K | Jul 2, 2026 | Vesting of restricted stock unit awards |
| Karen J. Holcom Officer | Jun 1, 2026 | 2,076 | $629.32K | Jun 1, 2026 | Vesting of restricted stock unit awards |
| Karen J. Holcom Officer | Jan 28, 2026 | 4,974 | $1.54M | Jan 28, 2026 | Exercise of employee stock options |
| Goldman Barry OFFICER | Oct 28, 2025 | 4,489 | $1.64M | Oct 28, 2025 | Vesting of Stock Awards |
| Goldman Barry OFFICER | Oct 24, 2025 | 4,687 | $1.72M | Oct 24, 2025 | EXERCISE OF STOCK AWARDS |
| Barry R. Goldman Officer | Jul 1, 2025 | 4,125 | $1.23M | Jul 1, 2025 | Vesting of a Stock Award |
| Karen J. Holcom Officer | Jun 27, 2025 | 6,000 | $1.81M | Jun 27, 2025 | Vesting of a Stock Award |
| Barry R. Goldman Officer | Oct 28, 2024 | 5,120 | $1.56M | Oct 28, 2024 | Vesting of a Stock Award |
| Karen J. Holcom Officer | Apr 4, 2024 | 7,745 | $2.03M | Apr 4, 2024 | Exercise of Stock Awards |
| Dianne S. Mills Officer | Jan 18, 2024 | 6,000 | $1.35M | Jan 18, 2024 | Vesting of a Stock Award |
| Barry R. Goldman Officer | Jan 10, 2024 | 1,900 | $429.42K | Jan 10, 2024 | Vesting of a Stock Award |