LYTS — LSI INDS INC OHIO
申报持仓市值$408.59M
持有基金数(最新)39
板块Consumer Discretionary
持有基金数 (Q2 2026)29
机构持仓市值$371.45M · 14.02M 股
新建/增持/减仓/清仓2 / 19 / 5 / 6
前五大/前十大集中度77.4% / 90.9%
机构整体持仓变动
增持 +52.3%
(+4.81M 股)
机构持仓市值变动
上升 +117.7%
截至Q2 2026,共 29 家机构在其最新 13F 申报中持有 LYTS(LSI INDS INC OHIO),合计申报市值 $371.45M,对应 14.02M 股。按股数计算较上季度增持 52.3%(+4.81M 股),申报市值环比上升 117.7%。持仓集中度较高:前五大持有人占申报市值的 77.4%,前十大的集中度为 90.9%。
与上一季度相比,2 家新建仓位、19 家加仓、5 家减仓、6 家清仓退出。13F 数据为季末快照,以上变动反映的是 Q2 2026 末的持仓状态,并非实时交易。
LYTS 属于Consumer Discretionary板块。
本页所有数据均来自美国证监会(SEC)13F 季度申报。13F 申报人需在季度结束后 45 天内披露 10 万美元以上的多头持仓;空头、期权对冲与季度内交易不在其列,因此这些数字反映的是机构持仓的季度快照,而非实时仓位。
| 基金 | 季度 | 股数 | 市值 | 组合权重 | 变动 |
|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) 历史持仓 | Q2 2026 | 3.99M | $105.95M | 0.01% | 增持 |
| BlackRock Inc 历史持仓 | Q2 2026 | 2.71M | $72.12M | 0.00% | 增持 |
| Royce & Associates 历史持仓 | Q2 2026 | 1.84M | $48.82M | 0.39% | 增持 |
| Wellington Management Group 历史持仓 | Q2 2026 | 1.37M | $36.49M | 0.01% | 增持 |
| Vanguard Group 历史持仓 | Q4 2025 | 1.69M | $31.03M | 0.00% | 增持 |
| Geode Capital Management 历史持仓 | Q2 2026 | 908.01K | $24.14M | 0.00% | 增持 |
| Renaissance Technologies 历史持仓 | Q2 2026 | 604.12K | $16.06M | 0.02% | 减持 |
| First Eagle Investment Management 历史持仓 | Q2 2026 | 340.82K | $9.06M | 0.01% | 增持 |
| Northern Trust Corp 历史持仓 | Q2 2026 | 326.59K | $8.68M | 0.00% | 增持 |
| Charles Schwab Investment Management 历史持仓 | Q2 2026 | 326.58K | $8.68M | 0.00% | 增持 |
| Morgan Stanley 历史持仓 | Q2 2026 | 294.03K | $7.82M | 0.00% | 增持 |
| BNY Mellon 历史持仓 | Q2 2026 | 234.47K | $6.23M | 0.00% | 持有 |
| Goldman Sachs Group 历史持仓 | Q2 2026 | 203.14K | $5.40M | 0.00% | 减持 |
| UBS Group AG 历史持仓 | Q2 2026 | 185.14K | $4.92M | 0.00% | 增持 |
| Lazard Asset Management 历史持仓 | Q2 2026 | 100.14K | $2.66M | 0.00% | 增持 |
| Arrowstreet Capital 历史持仓 | Q1 2026 | 138.81K | $2.58M | 0.00% | 减持 |
| Citigroup Inc 历史持仓 | Q2 2026 | 85.34K | $2.27M | 0.00% | 增持 |
| Two Sigma Investments 历史持仓 | Q2 2026 | 67.45K | $1.79M | 0.00% | 减持 |
| Citadel Advisors 历史持仓 | Q2 2026 | 64.85K | $1.72M | 0.00% | 增持 |
| Invesco Ltd 历史持仓 | Q2 2026 | 50.78K | $1.35M | 0.00% | 增持 |
新建仓(Q2 2026)
- JPMorgan Chase & Co 18.89K 股 · $501.40K
- Manulife Financial 9.15K 股 · $243.26K
完全清仓(较上季)
- Arrowstreet Capital 卖出 138.81K 股 · $2.58M
- Point72 Asset Management 卖出 38.35K 股 · $713.38K
- Millennium Management 卖出 37.50K 股 · $697.46K
- Balyasny Asset Management 卖出 21.93K 股 · $407.88K
- Janus Henderson Group 卖出 14.90K 股 · $277.44K
- Marshall Wace 卖出 11.17K 股 · $207.82K
基金持仓历史 — 各季度股数(前 20 只基金)
| 基金 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 350 | — | — | — | — | 22 | 23 | 14.39K | 68.09K | 64.60K | 64.31K | 69.97K | 86.75K | 95.01K | 106.86K | 111.13K | 136.41K | 168.60K | 208.51K | 3.99M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 2.08M | 2.10M | 2.07M | 1.98M | 1.96M | 2.09M | 2.12M | 2.71M |
| Royce & Associates | 2.10M | 1.83M | 1.73M | 1.21M | 967.60K | 867.60K | 796.60K | 796.60K | 796.60K | 696.63K | 696.63K | 696.63K | 696.63K | 696.63K | 696.63K | 696.63K | 1.05M | 1.22M | 1.52M | 1.84M |
| Wellington Management Group | 152.83K | 301.10K | 301.10K | 455.04K | 536.96K | 536.96K | 327.66K | 434.76K | 465.06K | 471.56K | 617.96K | 623.86K | 617.26K | 574.36K | 543.26K | 599.28K | 620.68K | 649.38K | 1.30M | 1.37M |
| Geode Capital Management | 226.77K | 229.03K | 236.92K | 239.86K | 242.87K | 256.78K | 275.03K | 554.58K | 562.92K | 609.41K | 624.77K | 650.17K | 637.68K | 636.96K | 662.64K | 630.08K | 736.48K | 763.18K | 723.99K | 908.01K |
| Renaissance Technologies | 1.02M | 938.95K | 934.67K | 923.88K | 847.47K | 694.09K | 715.96K | 760.76K | 819.19K | 862.99K | 830.26K | 828.26K | 828.26K | 804.56K | 925.19K | 935.69K | 838.49K | 804.05K | 787.95K | 604.12K |
| First Eagle Investment Management | 25.74K | 88.84K | 162.60K | 192.04K | 205.26K | 172.46K | 110.81K | 184.84K | 223.60K | 283.14K | 396.10K | 446.72K | 446.42K | 403.92K | 331.92K | 309.92K | 290.42K | 283.42K | 285.42K | 340.82K |
| Northern Trust Corp | 107.84K | 102.10K | 98.71K | 53.81K | 54.24K | 53.36K | 57.48K | 240.27K | 232.80K | 260.30K | 253.23K | 246.59K | 244.40K | 268.52K | 257.97K | 242.95K | 247.22K | 243.11K | 249.03K | 326.59K |
| Charles Schwab Investment Management | — | — | — | — | — | 12.91K | 12.91K | 72.73K | 74.33K | 77.57K | 75.49K | 80.23K | 80.24K | 81.89K | 81.83K | 79.59K | 257.87K | 276.31K | 279.10K | 326.58K |
| Morgan Stanley | 9.11K | 16.68K | 28.36K | 36.31K | 98.15K | 232.84K | 284.99K | 321.85K | 174.76K | 124.61K | 134.73K | 114.83K | 146.00K | 160.01K | 132.11K | 149.45K | 174.16K | 216.13K | 210.93K | 294.03K |
| BNY Mellon | 397.94K | 388.21K | 349.49K | 323.40K | 279.55K | 224.35K | 225.60K | 279.65K | 281.80K | 259.39K | 252.45K | 261.68K | 250.06K | 229.51K | 222.50K | 219.98K | 223.82K | 239.16K | 233.72K | 234.47K |
| Goldman Sachs Group | — | — | 31.18K | — | 12.37K | 27.16K | 64.89K | 26.19K | 37.96K | 17.39K | 33.77K | 65.27K | 109.16K | 155.87K | 101.92K | 95.74K | 155.49K | 158.29K | 258.73K | 203.14K |
| UBS Group AG | 1.11K | 3.58K | 945 | 945 | 945 | 12.87K | 12.59K | 26.95K | 24.89K | 34.63K | 43.92K | 27.23K | 36.07K | 99.57K | 75.14K | 79.72K | 78.21K | 70.95K | 23.07K | 185.14K |
| Lazard Asset Management | 3.64K | 2.99K | 2.99K | 2.99K | 2.99K | 6.36K | 8.31K | 8.31K | 8.74K | 8.83K | 72 | 7.06K | 13.81K | 18.80K | 102.77K | 99.47K | 94.52K | 98.73K | 37.92K | 100.14K |
| Citigroup Inc | — | — | — | — | 8.52K | 65.79K | 64.91K | 17.62K | 29.35K | 39.94K | 75.83K | 85.30K | 112.27K | 119.49K | 119.92K | 91.06K | 88.35K | 12.49K | 5.45K | 85.34K |
| Two Sigma Investments | 46.47K | 38.13K | 25.82K | 35.91K | 43.18K | 89.71K | 183.76K | 194.42K | 175.01K | 133.78K | 100.14K | 38.01K | 20.82K | 17.54K | — | 59.04K | 59.77K | 140.32K | 333.77K | 67.45K |
| Citadel Advisors | 49.02K | — | — | — | 19.23K | 93.85K | 117.50K | 85.62K | 103.48K | 131.58K | 106.13K | 130.33K | 74.87K | 78.61K | 61.75K | 61.04K | 34.35K | 25.23K | 55.66K | 64.85K |
| Invesco Ltd | 40.20K | 37.75K | — | — | — | 123.13K | 173.81K | 49.91K | 261.18K | 62.46K | 77.22K | 81.19K | 53.69K | 243.78K | 44.56K | 42.92K | 157.35K | 39.12K | 38.23K | 50.78K |
| Bank of America Corp | 11.84K | 11.46K | 11.24K | 11.00K | 13.97K | 17.40K | 42.59K | 26.87K | 73.08K | 67.20K | 42.13K | 49.37K | 37.76K | 70.36K | 58.19K | 75.11K | 66.07K | 101.83K | 55.63K | 48.94K |
| Deutsche Bank AG | 208 | — | — | — | — | — | — | 13.34K | 15.86K | 15.48K | 15.42K | 11.90K | 17.24K | 28.61K | 25.53K | 33.85K | 21.14K | 23.79K | 23.60K | 35.14K |
▲ 低买(基金新建/增持,下一季股价上涨 ≥5%) ▼ 高卖(基金减持,下一季股价下跌 ≥5%)
拖拽/滚轮缩放 · 默认显示最近一年 · 标注来自 13F 申报中的季度基金操作 · 悬停查看详情