LSI Industries Inc: which funds bought and sold
Institutions that bought and sold LSI Industries shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 94 institutions that filed 13F reports for both quarters added to or opened positions in LSI Industries, and 85 cut or closed them. Together they added a net 4.1M shares, +14.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.2M shares (+39.3%); index fund managers were net buyers of 1.3M shares (+21.4%). 23 opened a new position and 36 sold out entirely.
Bought, Q2 2026 94 institutions, 23 of them new holders Sold, Q2 2026 85 institutions, 36 of them sold out
Net change, all compared +4.1M shares (+14.0%)
Net change, active managers +3.2M shares (+39.3%), 22 bought, 23 sold
Buyers versus sellers
94 bought 28 85 sold
Active managers and hedge funds 22 bought · 23 sold · +3.2M
Index fund managers 9 bought · 0 sold · +1.3M
Other institutions 63 bought · 62 sold · −365K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +3.8M +1811.7% | 4.0M | $106M |
| Owls Nest Partners Ia, LLC | +729K New position | 729K | $19.4M |
| Blackrock, Inc. Index funds | +592K +27.9% | 2.7M | $72.1M |
| First Eagle Investment Management, LLC Active manager | +396K +138.8% | 682K | $18.1M |
| Royce & Associates LP Active manager | +318K +21.0% | 1.8M | $48.8M |
| Geode Capital Management, LLC Index funds | +184K +25.4% | 908K | $24.1M |
| Punch & Associates Investment Management, Inc. | +168K New position | 168K | $4.5M |
| UBS Group AG | +162K +702.6% | 185K | $4.9M |
| State Street Corp Index funds | +151K +24.1% | 780K | $20.7M |
| Vanguard Capital Management LLC Index funds | +94K +6.5% | 1.6M | $41.4M |
| Morgan Stanley | +83K +39.4% | 294K | $7.8M |
| Manatuck Hill Partners, LLC | +80K +160.0% | 130K | $3.5M |
| Citigroup Inc | +80K +1465.3% | 85K | $2.3M |
| Northern Trust Corp Index funds | +78K +31.1% | 327K | $8.7M |
| Allspring Global Investments Holdings, LLC | +77K +67.9% | 190K | $5.1M |
| Vanguard Portfolio Management LLC Index funds | +71K +35.4% | 271K | $7.2M |
| Wellington Management Group LLP Active manager | +70K +5.4% | 1.4M | $36.5M |
| Lazard Asset Management LLC Active manager | +62K +164.1% | 100K | $2.7M |
| Connor, Clark & Lunn Investment Management Ltd. | +50K +49.9% | 151K | $4M |
| Xtx Topco Ltd | +50K +280.4% | 68K | $1.8M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +3.8M +1811.7% | 4.0M | $106M |
| First Eagle Investment Management, LLC Active manager | +396K +138.8% | 682K | $18.1M |
| Royce & Associates LP Active manager | +318K +21.0% | 1.8M | $48.8M |
| Wellington Management Group LLP Active manager | +70K +5.4% | 1.4M | $36.5M |
| Lazard Asset Management LLC Active manager | +62K +164.1% | 100K | $2.7M |
| Diamond Hill Capital Management, LLC (Investment Advisor) Active manager | +41K +25.5% | 200K | $5.3M |
| Kennedy Capital Management LLC Active manager | +35K +5.2% | 709K | $18.8M |
| Quantbot Technologies LP Hedge fund | +34K +1213.8% | 36K | $965,917 |
| Martingale Asset Management L P Active manager | +26K +26.4% | 127K | $3.4M |
| Calamos Advisors LLC Active manager | +20K +168.6% | 32K | $845,855 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Ophir Asset Management Pty Ltd | −574K −77.6% | 166K | $4.4M |
| Hood River Capital Management LLC | −314K Sold out | 0 | — |
| Two Sigma Investments, LP Hedge fund | −266K −79.8% | 67K | $1.8M |
| Driehaus Capital Management LLC Active manager | −246K Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −184K −23.3% | 604K | $16.1M |
| Awm Investment Company, Inc. | −176K Sold out | 0 | — |
| Sei Investments Co | −170K −64.3% | 94K | $2.5M |
| Qube Research & Technologies Ltd Hedge fund | −143K Sold out | 0 | — |
| Arrowstreet Capital, Limited Partnership Hedge fund | −139K Sold out | 0 | — |
| Alyeska Investment Group, L.P. Hedge fund | −136K −45.3% | 164K | $4.4M |
| G2 Investment Partners Management LLC | −130K −30.3% | 300K | $8M |
| Systematic Financial Management LP | −124K −5.0% | 2.4M | $63.2M |
| Wedge Capital Management L L P Active manager | −109K Sold out | 0 | — |
| Dimensional Fund Advisors LP | −98K −6.7% | 1.4M | $36.3M |
| North Star Investment Management Corp. | −93K −33.6% | 183K | $4.9M |
| Polar Asset Management Partners Inc. | −76K Sold out | 0 | — |
| Alliancebernstein L.P. Active manager | −66K −42.0% | 91K | $1.7M |
| Altravue Capital, LLC | −62K −4.3% | 1.4M | $37M |
| American Century Companies Inc Active manager | −57K Sold out | 0 | — |
| Goldman Sachs Group Inc | −56K −21.5% | 203K | $5.4M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Two Sigma Investments, LP Hedge fund | −266K −79.8% | 67K | $1.8M |
| Driehaus Capital Management LLC Active manager | −246K Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −184K −23.3% | 604K | $16.1M |
| Qube Research & Technologies Ltd Hedge fund | −143K Sold out | 0 | — |
| Arrowstreet Capital, Limited Partnership Hedge fund | −139K Sold out | 0 | — |
| Alyeska Investment Group, L.P. Hedge fund | −136K −45.3% | 164K | $4.4M |
| Wedge Capital Management L L P Active manager | −109K Sold out | 0 | — |
| Alliancebernstein L.P. Active manager | −66K −42.0% | 91K | $1.7M |
| American Century Companies Inc Active manager | −57K Sold out | 0 | — |
| Los Angeles Capital Management LLC Active manager | −48K −72.6% | 18K | $484,209 |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Owls Nest Partners Ia, LLC | 729K | $19.4M |
| Punch & Associates Investment Management, Inc. | 168K | $4.5M |
| Cm Wealth Advisors LLC | 22K | $577,876 |
| Odyssean, LLC | 17K | $445,959 |
| WCM Investment Management, LLCActive manager | 15K | $406,188 |
| Savant Capital, LLC | 17K | $386,788 |
| Brevan Howard Capital Management LPHedge fund | 13K | $340,463 |
| Numerai Gp LLC | 13K | $334,695 |
| SG Americas Securities, LLC | 9,929 | $264,000 |
| Mercer Global Advisors Inc | 9,784 | $260,051 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Hood River Capital Management LLC | 314K | $5.8M |
| Driehaus Capital Management LLCActive manager | 246K | $4.6M |
| Awm Investment Company, Inc. | 176K | $3.3M |
| Qube Research & Technologies LtdHedge fund | 143K | $2.7M |
| Arrowstreet Capital, Limited PartnershipHedge fund | 139K | $2.6M |
| Wedge Capital Management L L PActive manager | 109K | $2M |
| Polar Asset Management Partners Inc. | 76K | $1.4M |
| American Century Companies IncActive manager | 57K | $1.1M |
| HRT Financial LP | 48K | $883,000 |
| Point72 Asset Management, L.P.Hedge fund | 38K | $713,384 |
Who holds the shares
- Institutions reporting
- 173
- Ten largest holders
- 55.8% of 13F-reported shares
- Index fund managers
- 21.6% of 13F-reported shares
- Active managers and hedge funds
- 33.9% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 22 | 23 | 5 | 14 | +3.2M | +39.3% |
| Index fund managers | 9 | 0 | 0 | 0 | +1.3M | +21.4% |
| Other institutions | 63 | 62 | 18 | 22 | −365K | −2.4% |