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ACA — ARCOSA INC

Reported value held$3.25B
Funds holding (latest)46
SectorIndustrials
Funds holding (Q2 2026)37
Institutional value$2.65B · 18.30M sh
New / Add / Cut / Exit5 / 19 / 13 / 4
Top-5 / Top-10 concentration66.6% / 82.0%
Institutional holdings change Accumulating +4.0% (+697.05K sh)
Institutional value change Up +44.1%

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.

FundQuarterSharesValuePortfolio WeightChange
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

View all 46 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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

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