Arcosa Inc (ACA) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

ACA ranks #1413 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

429 institutions disclose a position in ACA, but none treat it as a major bet — even Punch & Associates Investment Management, Inc., its most concentrated holder, allocates just 2.5% of its own portfolio to it.

BlackRock has added to its ACA position for two straight quarters, increasing it by $459.3M to reach $1.2B today.

Capital International Investors has trimmed its ACA position for two straight quarters, cutting it by $41.0M while still holding $197.6M.

ACA is down 0% today, but institutions show net buying of $1.1B this quarter — a divergence between today's price move and the underlying institutional flow.

ACA posted net income of $491.4M over the trailing twelve months, and currently trades at a P/E of 14.5.

• Profitable — net income of $491.4M over the trailing twelve months
• Revenue grew 9.7% year over year
• Net income improved year over year, from $92.2M to $491.4M
• Generated $341.1M in positive operating cash flow
• Current ratio of 2.20x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.89x equity — within a conventional range