Ticker · CUSIP 00508Y102
Holders (tracked)
16
Combined shares
3,108,724
Combined value
$1.12B
Last close
$292.63
Quarter
2025Q4
Price · 1Y$292.63+64.16 (+28.08%)H $376.18 · L $228.24 · Avg Vol 340K
Insider buy
Tracked holders · last 8 quarters
+1 vs previous quarter over the last 8.
Price is -18.7% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
29 events
- O'Shaughnessy Laura2026-04-08Bought $283.0K @ $282.98Insider buy
- Wellington Management trimmed2026-02-17−107,660 shares · 2025Q4Position
- Ken Griffin (Citadel Advisors) added2026-02-17+47,027 shares · 2025Q4Position
- AQR Capital Management added2026-02-17+29,355 shares · 2025Q4Position
- D.E. Shaw & Co. added2026-02-17+5,883 shares · 2025Q4Position
- Jeremy Grantham (GMO) opened position2026-02-17+9,081 shares · 2025Q4Position
- Two Sigma Investments added2026-02-17+1,291 shares · 2025Q4Position
- Izzy Englander (Millennium Mgmt) trimmed2026-02-17−83,214 shares · 2025Q4Position
- Steve Cohen (Point72) added2026-02-17+71,388 shares · 2025Q4Position
- T. Rowe Price added2026-02-17+117,153 shares · 2025Q4Position
- −18,781 shares · 2025Q4Position
- Renaissance Technologies trimmed2026-02-12−39,900 shares · 2025Q4Position
- Norges Bank (Norway SWF) opened position2026-02-10+385,365 shares · 2025Q4Position
- Ken Fisher (Fisher Asset Mgmt) trimmed2026-02-09−21,177 shares · 2025Q4Position
- Mario Gabelli (GAMCO) trimmed2026-02-05−365 shares · 2025Q4Position
- −28,110 shares · 2025Q3Position
- AQR Capital Management added2025-11-14+42,945 shares · 2025Q3Position
- Izzy Englander (Millennium Mgmt) added2025-11-14+283,203 shares · 2025Q3Position
- Steve Cohen (Point72) added2025-11-14+95,643 shares · 2025Q3Position
- Two Sigma Investments trimmed2025-11-14−4,171 shares · 2025Q3Position
- D.E. Shaw & Co. trimmed2025-11-14−29,807 shares · 2025Q3Position
- T. Rowe Price added2025-11-14+257,766 shares · 2025Q3Position
- Wellington Management trimmed2025-11-14−34,310 shares · 2025Q3Position
- Renaissance Technologies trimmed2025-11-13−15,600 shares · 2025Q3Position
- Norges Bank (Norway SWF) exited2025-11-13−387,460 shares · 2025Q3Position
- Ray Dalio (Bridgewater Associates) added2025-11-13+10,470 shares · 2025Q3Position
- Ken Fisher (Fisher Asset Mgmt) trimmed2025-11-12−6,685 shares · 2025Q3Position
- Mario Gabelli (GAMCO) trimmed2025-11-12−100 shares · 2025Q3Position
- Norges Bank (Norway SWF) added2025-11-12+4,016 shares · 2024Q3Position
Insider activity
Last 30 days
Net (open-market)
$283.0K
Buys
1 · $283.0K
Sells
0 · $0
Unique insiders
1
| Date | Insider | Code | Shares | Price | Value |
|---|---|---|---|---|---|
| 04-08 | O'Shaughnessy Laura Director | P | 1,000 | $282.98 | $283.0K |
Follow-the-investor returns
If you'd copied each holder of AYI…
Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| Mario Gabelli (GAMCO) | 2016Q1 | $195.85 | +49.4% | $616K |
| Wellington Management | 2016Q1 | $205.98 | +42.1% | $230.6M |
| Ken Fisher (Fisher Asset Mgmt) | 2017Q4 | $229.72 | +27.4% | $98.9M |
| AQR Capital Management | 2016Q1 | $243.20 | +20.3% | $95.6M |
| D.E. Shaw & Co. | 2016Q2 | $247.73 | +18.1% | $9.9M |
| Two Sigma Investments | 2016Q1 | $269.82 | +8.5% | $2.4M |
| Tom Gayner (Markel Group) | 2024Q4 | $272.21 | +7.5% | $2.9M |
| Renaissance Technologies | 2016Q2 | $282.49 | +3.6% | $2.7M |
| Izzy Englander (Millennium Mgmt) | 2016Q2 | $320.37 | -8.7% | $142.7M |
| Jeremy Grantham (GMO) | 2020Q3 | $320.95 | -8.8% | $2.7M |
| Steve Cohen (Point72) | 2016Q4 | $335.43 | -12.8% | $69.2M |
| T. Rowe Price | 2016Q1 | $335.76 | -12.8% | $123.0M |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $359.46 | -18.6% | $1.2M |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $359.46 | -18.6% | $1.2M |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $359.46 | -18.6% | $1.2M |
| Norges Bank (Norway SWF) | 2016Q1 | $32064.05 | -99.1% | $112.8M |
Who moved on this name in 2025Q4
Position changes reported for the latest quarter, grouped by direction.
New positions2
- Norges Bank (Norway SWF)+385,365$138.7M
- Jeremy Grantham (GMO)+9,081$3.3M
Added to6
- Steve Cohen (Point72)+71,388$25.7M
- Ken Griffin (Citadel Advisors)+47,027$16.9M
- AQR Capital Management+29,355$10.6M
- D.E. Shaw & Co.+5,883$2.1M
- Two Sigma Investments+1,291$465K
- T. Rowe Price+117,153$42K
Trimmed5
- Wellington Management−107,660$38.8M
- Izzy Englander (Millennium Mgmt)−83,214$30.0M
- Renaissance Technologies−39,900$14.4M
- Ken Fisher (Fisher Asset Mgmt)−21,177$7.6M
- Mario Gabelli (GAMCO)−365$131K
Exited1
- Ray Dalio (Bridgewater Associates)−18,781$6.5M
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 14 | $107.84B |
| 2022Q2 | 13 | $66.38B |
| 2022Q3 | 16 | $868.0M |
| 2022Q4 | 17 | $870.0M |
| 2023Q1 | 17 | $950.8M |
| 2023Q2 | 19 | $910.9M |
| 2023Q3 | 16 | $802.3M |
| 2023Q4 | 14 | $884.2M |
| 2024Q1 | 16 | $1.43B |
| 2024Q2 | 17 | $1.47B |
| 2024Q3 | 15 | $719.6M |
| 2024Q4 | 17 | $393.6M |
| 2025Q1 | 16 | $546.0M |
| 2025Q2 | 17 | $799.0M |
| 2025Q3 | 15 | $940.2M |
| 2025Q4 | 16 | $1.12B |
Who owns AYI
16 super-investors · 2025Q4
Tracked stake
3.11M
shares
Combined value
$1.12B
% of shares outstanding
—
shares-out unknown
Quarter action mix
New2Added8Trim5Held1
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Wellington Management | 788.0K | $284M |
| 2 | Izzy Englander Millennium Mgmt | 487.8K | $176M |
| 3 | T. Rowe Price | 420.4K | $151M |
| 4 | Norges Bank Norway SWF | 385.4K | $139M |
| 5 | Ken Fisher Fisher Asset Mgmt | 338.1K | $122M |
| 6 | AQR Capital Management | 326.8K | $118M |
| 7 | Steve Cohen Point72 | 236.6K | $85M |
| 8 | Ken Griffin Citadel Advisors | 48.8K | $18M |
| 9 | D.E. Shaw & Co. | 33.9K | $12M |
| 10 | Tom Gayner Markel Group | 9.8K | $4M |
| 11 | Renaissance Technologies | 9.1K | $3M |
| 12 | Jeremy Grantham GMO | 9.1K | $3M |
| 13 | Two Sigma Investments | 8.2K | $3M |
| 14 | Ken Griffin Citadel Advisors | 4.2K | $2M |
| 15 | Mario Gabelli GAMCO | 2.1K | $758K |
| 16 | Ken Griffin Citadel Advisors | 600 | $216K |
Recent moves
20 transactions
- −107,660 · 2025Q4
- +47,027 · 2025Q4
- +9,081 · 2025Q4
- +29,355 · 2025Q4
- +1,291 · 2025Q4
- −83,214 · 2025Q4
- +71,388 · 2025Q4
- +117,153 · 2025Q4
- +5,883 · 2025Q4
- −18,781 · 2025Q4
- −39,900 · 2025Q4
- +385,365 · 2025Q4
- −21,177 · 2025Q4
- −365 · 2025Q4
- −28,110 · 2025Q3
- TRIMD.E. Shaw & Co.−29,807 · 2025Q3
- +283,203 · 2025Q3
- +95,643 · 2025Q3
- −4,171 · 2025Q3
- +257,766 · 2025Q3
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