Lsi Industries Inc (LYTS) — Institutional Holders Breakdown (Q2 2026)

LYTS ranks #3332 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LYTS is a top-conviction position for Owls Nest Partners IA, LLC — at 6.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LYTS belongs to FMR LLC, but the position matters far more to Owls Nest Partners IA, LLC, who has 6.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Fidelity has added to its LYTS position for two straight quarters, increasing it by $102.9M to reach $106.0M today.

Alliancebernstein L.p. has trimmed its LYTS position for two straight quarters, cutting it by $1.6M while still holding $1.7M.

LYTS is down 2.3% today, but institutions show net buying of $179.8M this quarter — a divergence between today's price move and the underlying institutional flow.

LYTS posted net income of $23.9M over the trailing twelve months, and currently trades at a P/E of 25.5.

• Profitable — net income of $23.9M over the trailing twelve months
• Revenue grew 22.1% year over year
• Net income improved year over year, from $21.9M to $23.9M
• Generated $38.1M in positive operating cash flow
• Current ratio of 1.99x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.72x equity — within a conventional range