$LYTS

$20.67 +$0.21 (1.03%) Close

$LYTS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 37.3M shares outstanding

Who owns LYTS?

By type of holder

Institutions 88.1% Insiders 2.6% Everyone else 9.3%

Concentration Top 10 holders own 49.7%

FMR LLC 10.7% · BlackRock, Inc. 7.3%

Institutional ownership

88.1%

+10.0 pts vs last qtr

Institutional holders

172

-16 vs last qtr

Net shares bought

+3.7M

by institutions in Q2 2026

New / sold out

23 / 39

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

FMR LLC +3.8M
Owls Nest Partners IA, LLC NEW +728.9K

Biggest sellers in Q2 2026

Ophir Asset Management Pty Ltd −573.5K
Hood River Capital Management LLC SOLD OUT −313.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$6.22M

3 notices from 3 people

Shares covered

256.2K

0.69% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

James Galeese Officer $3.32M
Thomas Caneris Officer $2.65M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

+29.7%

+2.93% a year

Each share's claim on the business

−22.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$601K vs $28.5M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years51% 3–5 years25% 1–3 years12% Under 1 year12%

Quarterly turnover

20.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting LYTS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	4.0M	10.70%	+3.8M (+1811.7%)	2022	0.0%
Shares held by quarter Peak holding4.0M (Q2'26) Change over 8 quarters+3.9M Share of the company10.700% FMR LLC's full portfolio →
B BlackRock, Inc.	2.7M	7.28%	+591.7K (+27.9%)	≤2021	0.0%
Shares held by quarter Peak holding2.7M (Q2'26) Change over 8 quarters+632.2K Share of the company7.280% BlackRock, Inc.'s full portfolio →

FMR LLC

4.0M

% of company

10.70%

Change vs last qtr

+3.8M (+1811.7%)

Held since

2022

BlackRock, Inc.

2.7M

% of company

7.28%

Change vs last qtr

+591.7K (+27.9%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding LSI Industries Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LYTS on Form N-PORT; together they hold 36.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FL Fidelity Low-Priced Stock Fund Fidelity Puritan Trust	$34.9M	1.5M	4.00%	0.14%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$29.2M	1.1M	2.95%	0.00%	June 30, 2026

Fidelity Low-Priced Stock Fund

Fidelity Puritan Trust

Position value

$34.9M

% of company

4.00%

% of the fund

0.14%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$29.2M

% of company

2.95%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding LSI Industries Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CJ Clark James Anthony Insider	218.9K	0.59%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.590% Clark James Anthony's insider activity →
GJ Galeese James E Insider	186.0K	0.50%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.500% Galeese James E's insider activity →

Clark James Anthony

Insider

218.9K

% of company

0.59%

Change vs last qtr

—

Held since

—

Galeese James E

Insider

186.0K

% of company

0.50%

Change vs last qtr

—

Held since

—

7 more holders behind a free account

See every insider and 5%+ holder of LSI Industries Inc.

Comments