ACA — ARCOSA INC
As of Q2 2026, 37 SEC-registered investment managers reported holding ACA (ARCOSA INC) in their latest 13F filings, with a combined reported value of $2.65B across 18.30M shares. That is +4.0% by share count (+697.05K shares) versus the previous quarter, while reported value moved +44.1%. Ownership is concentrated: the five largest holders account for 66.6% of reported value and the top ten for 82.0%.
Compared with the prior quarter, 5 opened new positions, 19 added to existing stakes, 13 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ACA is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 8.41M | $1.22B | 0.02% | Add |
| Vanguard Group history | Q4 2025 | 5.35M | $568.67M | 0.01% | Reduce |
| Geode Capital Management history | Q2 2026 | 1.29M | $186.82M | 0.01% | Add |
| Royce & Associates history | Q2 2026 | 993.71K | $144.38M | 1.16% | Reduce |
| Balyasny Asset Management history | Q2 2026 | 838.95K | $121.89M | 0.16% | New |
| Charles Schwab Investment Management history | Q2 2026 | 613.36K | $89.11M | 0.01% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 604.99K | $87.90M | 0.01% | Add |
| Norges Bank Investment Management history | Q2 2026 | 581.40K | $84.47M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 566.34K | $82.28M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 534.39K | $77.64M | 0.00% | Add |
| Capital World Investors history | Q2 2026 | 514.51K | $74.75M | 0.01% | Reduce |
| Franklin Resources history | Q2 2026 | 439.87K | $63.91M | 0.01% | Reduce |
| BNY Mellon history | Q2 2026 | 349.68K | $50.80M | 0.01% | Add |
| Principal Global Investors history | Q2 2026 | 267.93K | $38.93M | 0.02% | Add |
| Bank of America Corp history | Q2 2026 | 265.35K | $38.55M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 216.76K | $31.67M | 0.00% | New |
| Manulife Financial history | Q2 2026 | 213.06K | $30.96M | 0.03% | Reduce |
| Millennium Management history | Q2 2026 | 195.26K | $28.37M | 0.01% | Add |
| PSP Investments history | Q2 2026 | 168.69K | $24.51M | 0.06% | Reduce |
| Soros Fund Management history | Q2 2026 | 155.00K | $22.52M | 0.31% | New |
New Positions (Q2 2026)
- Balyasny Asset Management 838.95K sh · $121.89M
- JPMorgan Chase & Co 216.76K sh · $31.67M
- Soros Fund Management 155.00K sh · $22.52M
- Moore Capital Management 37.49K sh · $5.45M
- Point72 Asset Management 32.56K sh · $4.73M
Fully Exited (vs previous quarter)
- Lazard Asset Management sold 45.95K sh · $4.88M
- Bridgewater Associates sold 22.59K sh · $2.40M
- Janus Henderson Group sold 21.44K sh · $2.28M
- Marshall Wace sold 12.34K sh · $1.31M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 7.48M | 7.64M | 7.34M | 7.15M | 7.07M | 7.18M | 7.62M | 8.41M |
| Geode Capital Management | 786.50K | 865.93K | 845.33K | 838.16K | 851.33K | 891.21K | 925.29K | 952.10K | 991.75K | 1.04M | 1.07M | 1.11M | 1.13M | 1.12M | 1.16M | 1.17M | 1.15M | 1.15M | 1.21M | 1.29M |
| Royce & Associates | 1.63M | 1.80M | 1.90M | 1.95M | 1.74M | 1.53M | 1.47M | 1.42M | 1.40M | 1.46M | 1.43M | 1.43M | 1.37M | 1.24M | 1.25M | 1.26M | 1.27M | 1.23M | 1.25M | 993.71K |
| Balyasny Asset Management | 14.76K | 15.10K | — | — | — | — | — | 6.13K | — | 226.74K | 41.36K | 33.59K | 38.30K | — | — | — | — | — | — | 838.95K |
| Charles Schwab Investment Management | 524.65K | 546.50K | 584.24K | 611.68K | 612.27K | 613.13K | 606.47K | 590.41K | 597.50K | 595.81K | 603.37K | 643.74K | 644.17K | 658.88K | 641.42K | 637.52K | 635.15K | 632.45K | 625.61K | 613.36K |
| Goldman Sachs Group | 1.07M | 1.11M | 1.05M | 1.13M | 1.20M | 1.06M | 1.08M | 734.13K | 931.69K | 694.43K | 637.03K | 596.35K | 639.96K | 685.72K | 571.20K | 467.39K | 570.54K | 533.64K | 435.10K | 604.99K |
| Norges Bank Investment Management | — | — | — | — | — | 427.82K | — | — | — | 550.19K | — | 596.88K | — | 756.44K | — | 570.58K | — | 641.70K | — | 581.40K |
| Northern Trust Corp | 800.73K | 796.68K | 794.01K | 786.32K | 756.22K | 754.99K | 634.29K | 645.97K | 646.85K | 652.84K | 611.12K | 595.74K | 596.37K | 654.86K | 647.38K | 614.65K | 608.77K | 576.45K | 522.23K | 566.34K |
| Morgan Stanley | 257.11K | 349.61K | 300.24K | 462.15K | 504.66K | 598.09K | 544.01K | 589.89K | 680.99K | 663.91K | 541.45K | 677.87K | 575.40K | 609.27K | 563.54K | 584.41K | 537.33K | 543.55K | 479.18K | 534.39K |
| Capital World Investors | 1.55M | 1.58M | 1.88M | 1.90M | 1.90M | 1.90M | 1.90M | 1.90M | 1.90M | 1.90M | 1.90M | 1.69M | 1.41M | 1.41M | 1.50M | 1.60M | 1.60M | 1.68M | 1.97M | 514.51K |
| Franklin Resources | 1.00M | 1.01M | 961.07K | 962.36K | 797.58K | 794.92K | 764.47K | 770.16K | 772.17K | 772.10K | 746.75K | 730.77K | 778.25K | 755.15K | 757.56K | 760.87K | 25.64K | 736.02K | 625.71K | 439.87K |
| BNY Mellon | 582.27K | 556.15K | 550.74K | 525.75K | 523.45K | 519.94K | 500.39K | 490.65K | 478.42K | 468.53K | 446.46K | 456.07K | 409.62K | 414.22K | 396.72K | 389.27K | 382.60K | 350.04K | 342.48K | 349.68K |
| Principal Global Investors | 371.24K | 393.22K | 368.64K | 313.93K | 304.05K | 301.98K | 297.77K | 339.62K | 269.86K | 263.57K | 268.67K | 257.44K | 229.97K | 236.54K | 242.88K | 242.07K | 236.87K | 233.95K | 266.11K | 267.93K |
| Bank of America Corp | 93.01K | 96.62K | 121.35K | 149.65K | 151.37K | 144.07K | 168.07K | 105.37K | 130.96K | 168.96K | 50.36K | 259.36K | 94.75K | 282.06K | 257.68K | 465.14K | 372.11K | 361.14K | 260.53K | 265.35K |
| JPMorgan Chase & Co | 373.00K | 203.47K | 169.72K | 184.09K | 187.49K | 91.73K | 45.41K | 120.69K | 106.22K | 115.68K | 178.91K | 427.39K | 420.04K | 490.95K | 485.37K | 370.08K | 376.79K | 223.81K | — | 216.76K |
| Manulife Financial | 483.98K | — | 504.44K | 504.79K | 499.93K | 527.90K | 566.36K | 576.17K | 583.89K | 543.37K | 546.48K | 553.16K | 550.19K | 567.21K | 609.38K | 763.56K | 535.84K | 440.96K | 369.23K | 213.06K |
| Millennium Management | 269.60K | 101.72K | 13.91K | 47.46K | 82.83K | 121.12K | 77.81K | 336.92K | 90.00K | 15.45K | 11.36K | 54.36K | 42.48K | 9.82K | 5.10K | 113.32K | 27.99K | 51.52K | 11.68K | 195.26K |
| PSP Investments | 97.81K | 98.44K | 90.21K | 89.45K | 88.64K | 87.97K | 85.04K | 85.98K | 60.27K | 101.19K | 99.95K | 106.88K | 103.48K | 121.56K | 154.72K | 166.44K | 191.33K | 169.78K | 175.46K | 168.69K |
| Soros Fund Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 155.00K |
| Invesco Ltd | 294.09K | 249.03K | 248.70K | 270.92K | 264.50K | 180.26K | 207.65K | 213.38K | 214.13K | 242.78K | 239.75K | 258.23K | 196.71K | 177.78K | 167.72K | 133.98K | 130.57K | 117.32K | 119.01K | 128.73K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details