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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.

Q2 2026 — 37 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 8.41M $1.22B 0.02% Add
Geode Capital Management history 1.29M $186.82M 0.01% Add
Royce & Associates history 993.71K $144.38M 1.16% Reduce
Balyasny Asset Management history 838.95K $121.89M 0.16% New
Charles Schwab Investment Management history 613.36K $89.11M 0.01% Reduce
Goldman Sachs Group history 604.99K $87.90M 0.01% Add
Norges Bank Investment Management history 581.40K $84.47M 0.01% Reduce
Northern Trust Corp history 566.34K $82.28M 0.01% Add
Morgan Stanley history 534.39K $77.64M 0.00% Add
Capital World Investors history 514.51K $74.75M 0.01% Reduce
Franklin Resources history 439.87K $63.91M 0.01% Reduce
BNY Mellon history 349.68K $50.80M 0.01% Add
Principal Global Investors history 267.93K $38.93M 0.02% Add
Bank of America Corp history 265.35K $38.55M 0.00% Add
JPMorgan Chase & Co history 216.76K $31.67M 0.00% New
Manulife Financial history 213.06K $30.96M 0.03% Reduce
Millennium Management history 195.26K $28.37M 0.01% Add
PSP Investments history 168.69K $24.51M 0.06% Reduce
Soros Fund Management history 155.00K $22.52M 0.31% New
Invesco Ltd history 128.73K $18.70M 0.00% Add
Citadel Advisors history 128.03K $18.60M 0.00% Add
Prudential Financial history 127.86K $18.58M 0.02% Reduce
First Eagle Investment Management history 127.84K $18.57M 0.03% Add
Legal & General Investment Management America history 114.19K $16.59M 0.00% Reduce
Deutsche Bank AG history 62.89K $9.14M 0.00% Add
UBS Group AG history 54.08K $7.86M 0.00% Reduce
Wells Fargo & Co history 53.17K $7.72M 0.00% Add
Fidelity Management & Research (FMR) history 46.67K $6.78M 0.00% Reduce
Moore Capital Management history 37.49K $5.45M 0.09% New
Point72 Asset Management history 32.56K $4.73M 0.01% New
Citigroup Inc history 30.61K $4.45M 0.00% Add
Two Sigma Investments history 29.08K $4.23M 0.00% Add
AQR Capital Management history 17.23K $2.50M 0.00% Add
Amundi US history 14.06K $2.04M 0.00% Add
D. E. Shaw & Co history 5.62K $816.67K 0.00% Reduce
PNC Financial Services history 5.43K $789.51K 0.00% Add
T. Rowe Price Associates history 69.48K $10.10K 0.00% Reduce

Q1 2026 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 7.62M $808.74M 0.01% Add
Capital World Investors history 1.97M $209.18M 0.03% Add
Royce & Associates history 1.25M $132.92M 1.31% Add
Geode Capital Management history 1.21M $128.44M 0.01% Add
Franklin Resources history 625.71K $66.41M 0.02% Reduce
Charles Schwab Investment Management history 625.61K $66.40M 0.01% Reduce
Northern Trust Corp history 522.23K $55.43M 0.01% Reduce
Morgan Stanley history 479.18K $50.86M 0.00% Reduce
Goldman Sachs Group history 435.10K $46.18M 0.01% Reduce
Manulife Financial history 369.23K $39.19M 0.03% Reduce
BNY Mellon history 342.48K $36.35M 0.01% Reduce
Principal Global Investors history 266.11K $28.25M 0.01% Add
Bank of America Corp history 260.53K $27.65M 0.00% Reduce
Fidelity Management & Research (FMR) history 231.68K $24.59M 0.00% Reduce
Prudential Financial history 189.39K $20.10M 0.03% Reduce
PSP Investments history 175.46K $18.62M 0.06% Add
First Eagle Investment Management history 126.64K $13.44M 0.02% Add
Invesco Ltd history 119.01K $12.63M 0.00% Add
Legal & General Investment Management America history 115.40K $12.25M 0.00% Reduce
UBS Group AG history 86.45K $9.18M 0.00% Add
Lazard Asset Management history 45.95K $4.88M 0.01% Add
Citadel Advisors history 45.29K $4.81M 0.00% Reduce
Deutsche Bank AG history 44.77K $4.75M 0.00% Add
Wells Fargo & Co history 26.07K $2.77M 0.00% Reduce
Bridgewater Associates history 22.59K $2.40M 0.01% Reduce
Janus Henderson Group history 21.44K $2.28M 0.00% Hold
AQR Capital Management history 15.64K $1.66M 0.00% Add
Citigroup Inc history 14.96K $1.59M 0.00% Reduce
Two Sigma Investments history 13.50K $1.43M 0.00% New
Amundi US history 13.09K $1.39M 0.00% Add
Marshall Wace history 12.34K $1.31M 0.00% New
Millennium Management history 11.68K $1.24M 0.00% Reduce
D. E. Shaw & Co history 9.22K $979.03K 0.00% Reduce
PNC Financial Services history 5.27K $559.15K 0.00% Add
T. Rowe Price Associates history 282.40K $29.98K 0.00% Add

Q4 2025 — 38 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 7.18M $763.14M 0.01% Add
Vanguard Group history 5.35M $568.67M 0.01% Reduce
Capital World Investors history 1.68M $178.62M 0.02% Add
Royce & Associates history 1.23M $131.25M 1.33% Reduce
Geode Capital Management history 1.15M $122.36M 0.01% Hold
Franklin Resources history 736.02K $78.25M 0.02% Add
Norges Bank Investment Management history 641.70K $68.23M 0.01% Add
Charles Schwab Investment Management history 632.45K $67.24M 0.01% Hold
Northern Trust Corp history 576.45K $61.29M 0.01% Reduce
Morgan Stanley history 543.55K $57.79M 0.00% Add
Goldman Sachs Group history 533.64K $56.74M 0.01% Reduce
Manulife Financial history 440.96K $46.88M 0.04% Reduce
Bank of America Corp history 361.14K $38.40M 0.00% Reduce
BNY Mellon history 350.04K $37.22M 0.01% Reduce
Prudential Financial history 346.40K $36.83M 0.04% Add
Fidelity Management & Research (FMR) history 278.96K $29.66M 0.00% Add
Principal Global Investors history 233.95K $24.87M 0.01% Reduce
JPMorgan Chase & Co history 223.81K $23.80M 0.00% Reduce
PSP Investments history 169.78K $18.05M 0.06% Reduce
Citadel Advisors history 154.33K $16.41M 0.00% Add
Legal & General Investment Management America history 126.69K $13.47M 0.00% Reduce
First Eagle Investment Management history 125.46K $13.34M 0.02% Reduce
Invesco Ltd history 117.32K $12.47M 0.00% Reduce
Wells Fargo & Co history 62.52K $6.65M 0.00% Add
UBS Group AG history 54.25K $5.77M 0.00% Reduce
Millennium Management history 51.52K $5.48M 0.00% Add
Citigroup Inc history 43.06K $4.58M 0.00% Reduce
Lazard Asset Management history 41.49K $4.41M 0.01% New
Deutsche Bank AG history 40.23K $4.28M 0.00% Add
Point72 Asset Management history 38.63K $4.11M 0.01% Add
D. E. Shaw & Co history 34.53K $3.67M 0.00% Reduce
Bridgewater Associates history 22.96K $2.44M 0.01% New
Janus Henderson Group history 21.44K $2.28M 0.00% Hold
AQR Capital Management history 14.05K $1.49M 0.00% Add
Amundi US history 7.97K $847.16K 0.00% Reduce
CPP Investments history 6.80K $722.98K 0.00% New
PNC Financial Services history 5.18K $550.52K 0.00% Add
T. Rowe Price Associates history 128.20K $13.63K 0.00% Add

Q3 2025 — 36 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 7.07M $662.48M 0.01% Reduce
Vanguard Group history 5.40M $505.93M 0.01% Reduce
Capital World Investors history 1.60M $149.94M 0.02% Hold
Royce & Associates history 1.27M $118.74M 1.18% Hold
Geode Capital Management history 1.15M $107.72M 0.01% Reduce
Charles Schwab Investment Management history 635.15K $59.52M 0.01% Hold
Northern Trust Corp history 608.77K $57.05M 0.01% Reduce
Goldman Sachs Group history 570.54K $53.47M 0.01% Add
Morgan Stanley history 537.33K $50.35M 0.00% Reduce
Manulife Financial history 535.84K $50.21M 0.04% Reduce
BNY Mellon history 382.60K $35.85M 0.01% Reduce
JPMorgan Chase & Co history 376.79K $35.31M 0.01% Add
Bank of America Corp history 372.11K $34.87M 0.00% Reduce
Prudential Financial history 315.29K $29.55M 0.04% Add
Principal Global Investors history 236.87K $22.20M 0.01% Reduce
Fidelity Management & Research (FMR) history 223.19K $20.92M 0.00% Add
PSP Investments history 191.33K $17.93M 0.07% Add
Invesco Ltd history 130.57K $12.24M 0.00% Reduce
Legal & General Investment Management America history 129.43K $12.13M 0.00% Reduce
First Eagle Investment Management history 128.41K $12.03M 0.02% Reduce
Citadel Advisors history 104.49K $9.79M 0.00% Add
D. E. Shaw & Co history 65.62K $6.15M 0.00% Add
UBS Group AG history 58.66K $5.50M 0.00% Add
Marshall Wace history 50.61K $4.74M 0.01% Add
Citigroup Inc history 47.10K $4.41M 0.00% Reduce
Wells Fargo & Co history 44.75K $4.19M 0.00% Add
Renaissance Technologies history 44.10K $4.13M 0.01% Reduce
Deutsche Bank AG history 36.05K $3.38M 0.00% Add
Millennium Management history 27.99K $2.62M 0.00% Reduce
Franklin Resources history 25.64K $2.28M 0.00% Reduce
Janus Henderson Group history 21.44K $2.01M 0.00% Hold
AQR Capital Management history 11.18K $1.05M 0.00% Add
Amundi US history 8.61K $786.34K 0.00% Add
PNC Financial Services history 5.09K $476.61K 0.00% Reduce
Point72 Asset Management history 4.81K $450.63K 0.00% New
T. Rowe Price Associates history 47.09K $4.41K 0.00% Add

Q2 2025 — 36 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 7.15M $619.78M 0.01% Reduce
Vanguard Group history 5.48M $474.83M 0.01% Reduce
Capital World Investors history 1.60M $138.74M 0.02% Add
Royce & Associates history 1.26M $109.47M 1.13% Add
Geode Capital Management history 1.17M $101.04M 0.01% Hold
Manulife Financial history 763.56K $66.21M 0.06% Add
Franklin Resources history 760.87K $65.97M 0.02% Hold
Charles Schwab Investment Management history 637.52K $55.28M 0.01% Reduce
Northern Trust Corp history 614.65K $53.30M 0.01% Reduce
Morgan Stanley history 584.41K $50.67M 0.00% Add
Norges Bank Investment Management history 570.58K $49.48M 0.01% Reduce
Goldman Sachs Group history 467.39K $40.53M 0.01% Reduce
Bank of America Corp history 465.14K $40.33M 0.00% Add
BNY Mellon history 389.27K $33.75M 0.01% Reduce
JPMorgan Chase & Co history 370.08K $32.09M 0.00% Reduce
Principal Global Investors history 242.07K $20.99M 0.01% Hold
PSP Investments history 166.44K $14.43M 0.06% Add
Fidelity Management & Research (FMR) history 140.47K $12.18M 0.00% Add
Legal & General Investment Management America history 134.92K $11.70M 0.00% Add
Invesco Ltd history 133.98K $11.62M 0.00% Reduce
First Eagle Investment Management history 130.48K $11.31M 0.02% Reduce
Millennium Management history 113.32K $9.83M 0.01% Add
Renaissance Technologies history 60.30K $5.23M 0.01% Reduce
UBS Group AG history 54.70K $4.74M 0.00% Reduce
Citadel Advisors history 53.38K $4.63M 0.00% Add
Prudential Financial history 51.01K $4.42M 0.01% Add
Citigroup Inc history 50.62K $4.39M 0.00% Reduce
Wells Fargo & Co history 37.70K $3.27M 0.00% Reduce
Deutsche Bank AG history 31.76K $2.75M 0.00% Reduce
Marshall Wace history 22.11K $1.92M 0.00% New
Janus Henderson Group history 21.44K $1.86M 0.00% Hold
D. E. Shaw & Co history 11.14K $965.60K 0.00% Add
AQR Capital Management history 8.62K $747.04K 0.00% Add
Amundi US history 8.12K $727.67K 0.00% Reduce
PNC Financial Services history 5.28K $458.18K 0.00% Reduce
T. Rowe Price Associates history 44.86K $3.89K 0.00% Add

Q1 2025 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 7.34M $566.16M 0.01% Reduce
Vanguard Group history 5.57M $429.27M 0.01% Reduce
Capital World Investors history 1.50M $115.68M 0.02% Add
Royce & Associates history 1.25M $96.72M 1.05% Add
Geode Capital Management history 1.16M $89.69M 0.01% Add
Franklin Resources history 757.56K $58.42M 0.02% Hold
Northern Trust Corp history 647.38K $49.93M 0.01% Reduce
Charles Schwab Investment Management history 641.42K $49.47M 0.01% Reduce
Manulife Financial history 609.38K $47.00M 0.04% Add
Goldman Sachs Group history 571.20K $44.05M 0.01% Reduce
Morgan Stanley history 563.54K $43.46M 0.00% Reduce
JPMorgan Chase & Co history 485.37K $37.43M 0.01% Reduce
BNY Mellon history 396.72K $30.59M 0.01% Reduce
Bank of America Corp history 257.68K $19.87M 0.00% Reduce
Principal Global Investors history 242.88K $18.73M 0.01% Add
Invesco Ltd history 167.72K $12.93M 0.00% Reduce
PSP Investments history 154.72K $11.93M 0.05% Add
Legal & General Investment Management America history 134.09K $10.34M 0.00% Reduce
First Eagle Investment Management history 133.48K $10.29M 0.02% Reduce
Fidelity Management & Research (FMR) history 132.99K $10.26M 0.00% Add
UBS Group AG history 86.77K $6.69M 0.00% Add
Citigroup Inc history 79.49K $6.13M 0.00% Add
Renaissance Technologies history 62.70K $4.84M 0.01% New
Wells Fargo & Co history 49.96K $3.85M 0.00% Add
Citadel Advisors history 49.32K $3.80M 0.00% Reduce
Prudential Financial history 47.87K $3.69M 0.01% Reduce
Deutsche Bank AG history 37.78K $2.91M 0.00% Reduce
Janus Henderson Group history 21.44K $1.71M 0.00% Hold
Amundi US history 20.38K $1.54M 0.00% Reduce
AQR Capital Management history 8.33K $642.10K 0.00% Add
PNC Financial Services history 7.26K $559.66K 0.00% Add
D. E. Shaw & Co history 6.34K $489.10K 0.00% Reduce
Millennium Management history 5.10K $393.00K 0.00% Reduce
T. Rowe Price Associates history 40.06K $3.09K 0.00% Add
Lazard Asset Management history 859 $66 0.00% Reduce

View all 46 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

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

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 8.41M 7.62M 7.18M 7.07M 7.15M 7.34M 7.64M 7.48M — — — — — — — — — — — —
Geode Capital Management 1.29M 1.21M 1.15M 1.15M 1.17M 1.16M 1.12M 1.13M 1.11M 1.07M 1.04M 991.75K 952.10K 925.29K 891.21K 851.33K 838.16K 845.33K 865.93K 786.50K
Royce & Associates 993.71K 1.25M 1.23M 1.27M 1.26M 1.25M 1.24M 1.37M 1.43M 1.43M 1.46M 1.40M 1.42M 1.47M 1.53M 1.74M 1.95M 1.90M 1.80M 1.63M
Balyasny Asset Management 838.95K — — — — — — 38.30K 33.59K 41.36K 226.74K — 6.13K — — — — — 15.10K 14.76K
Charles Schwab Investment Management 613.36K 625.61K 632.45K 635.15K 637.52K 641.42K 658.88K 644.17K 643.74K 603.37K 595.81K 597.50K 590.41K 606.47K 613.13K 612.27K 611.68K 584.24K 546.50K 524.65K
Goldman Sachs Group 604.99K 435.10K 533.64K 570.54K 467.39K 571.20K 685.72K 639.96K 596.35K 637.03K 694.43K 931.69K 734.13K 1.08M 1.06M 1.20M 1.13M 1.05M 1.11M 1.07M
Norges Bank Investment Management 581.40K — 641.70K — 570.58K — 756.44K — 596.88K — 550.19K — — — 427.82K — — — — —
Northern Trust Corp 566.34K 522.23K 576.45K 608.77K 614.65K 647.38K 654.86K 596.37K 595.74K 611.12K 652.84K 646.85K 645.97K 634.29K 754.99K 756.22K 786.32K 794.01K 796.68K 800.73K
Morgan Stanley 534.39K 479.18K 543.55K 537.33K 584.41K 563.54K 609.27K 575.40K 677.87K 541.45K 663.91K 680.99K 589.89K 544.01K 598.09K 504.66K 462.15K 300.24K 349.61K 257.11K
Capital World Investors 514.51K 1.97M 1.68M 1.60M 1.60M 1.50M 1.41M 1.41M 1.69M 1.90M 1.90M 1.90M 1.90M 1.90M 1.90M 1.90M 1.90M 1.88M 1.58M 1.55M
Franklin Resources 439.87K 625.71K 736.02K 25.64K 760.87K 757.56K 755.15K 778.25K 730.77K 746.75K 772.10K 772.17K 770.16K 764.47K 794.92K 797.58K 962.36K 961.07K 1.01M 1.00M
BNY Mellon 349.68K 342.48K 350.04K 382.60K 389.27K 396.72K 414.22K 409.62K 456.07K 446.46K 468.53K 478.42K 490.65K 500.39K 519.94K 523.45K 525.75K 550.74K 556.15K 582.27K
Principal Global Investors 267.93K 266.11K 233.95K 236.87K 242.07K 242.88K 236.54K 229.97K 257.44K 268.67K 263.57K 269.86K 339.62K 297.77K 301.98K 304.05K 313.93K 368.64K 393.22K 371.24K
Bank of America Corp 265.35K 260.53K 361.14K 372.11K 465.14K 257.68K 282.06K 94.75K 259.36K 50.36K 168.96K 130.96K 105.37K 168.07K 144.07K 151.37K 149.65K 121.35K 96.62K 93.01K
JPMorgan Chase & Co 216.76K — 223.81K 376.79K 370.08K 485.37K 490.95K 420.04K 427.39K 178.91K 115.68K 106.22K 120.69K 45.41K 91.73K 187.49K 184.09K 169.72K 203.47K 373.00K
Manulife Financial 213.06K 369.23K 440.96K 535.84K 763.56K 609.38K 567.21K 550.19K 553.16K 546.48K 543.37K 583.89K 576.17K 566.36K 527.90K 499.93K 504.79K 504.44K — 483.98K
Millennium Management 195.26K 11.68K 51.52K 27.99K 113.32K 5.10K 9.82K 42.48K 54.36K 11.36K 15.45K 90.00K 336.92K 77.81K 121.12K 82.83K 47.46K 13.91K 101.72K 269.60K
PSP Investments 168.69K 175.46K 169.78K 191.33K 166.44K 154.72K 121.56K 103.48K 106.88K 99.95K 101.19K 60.27K 85.98K 85.04K 87.97K 88.64K 89.45K 90.21K 98.44K 97.81K
Soros Fund Management 155.00K — — — — — — — — — — — — — — — — — — —
Invesco Ltd 128.73K 119.01K 117.32K 130.57K 133.98K 167.72K 177.78K 196.71K 258.23K 239.75K 242.78K 214.13K 213.38K 207.65K 180.26K 264.50K 270.92K 248.70K 249.03K 294.09K

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