Arcosa

ACA • NYSE

Arcosa is a industrial - infrastructure operations company in the industrials sector on NYSE, led by Antonio Carrillo, with a market cap of $5.4B. As of Q3 2025, 90% of shares are held by 351 institutional investors, with BlackRock, Inc. as the largest holder at 14.41%.

CEO of Arcosa, Inc.Antonio Carrillo

Market Cap$5.4B

Industrial - Infrastructure Operations

Industrials

Employees6.1K

Websitearcosa.com

Country

United States of America

Overview

Overview of institutional ownership in ACA as of Q3 2025 with a market cap of $4.6B

All Institutions

Institutions: 351
Value Held: $4.1B
Shares Held: 44.2M
Avg Position: $11.8M
Median Position: $577.1K

Hedge Funds

Hedge Funds: 33
Value Held: $90.4M
Shares Held: 965.1K
Avg Position: $2.7M
Median Position: $1.0M

Ownership Breakdown

Institutional (non-HF)

88.1%

$4.0B

Hedge Funds

1.97%

$90.4M

Retail & Other

9.94%

$456.7M

Based on market cap of $4.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ACA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$662.5M 0.01% of portfolio	14.41% 7.1M shares	Q4 2018 Held for 6y 11m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$505.9M 0.01% of portfolio	11.01% 5.4M shares	Q4 2018 Held for 6y 11m	$6.69T
N Neuberger Berman Group LLC Institution	-	$257.7M 0.19% of portfolio	5.61% 2.8M shares	Q4 2021 Held for 3y 11m	$136.94B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$216.4M 0.05% of portfolio	4.71% 2.3M shares	Q4 2018 Held for 6y 11m	$466.32B
C Capital International Investors Institution	-	$208.8M 0.03% of portfolio	4.54% 2.2M shares	Q4 2019 Held for 5y 11m	$615.90B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$179.1M 0.01% of portfolio	3.90% 1.9M shares	Q4 2018 Held for 6y 11m	$2.88T
C Capital World Investors Institution	-	$149.9M 0.02% of portfolio	3.26% 1.6M shares	Q3 2020 Held for 5y 2m	$730.00B
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$128.0M 0.08% of portfolio	2.78% 1.4M shares	Q4 2023 Held for 1y 11m	$161.58B
R ROYCE & ASSOCIATES LLC Institution	-	$118.7M 1.18% of portfolio	2.58% 1.3M shares	Q4 2018 Held for 6y 11m	$10.0B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$107.7M 0.01% of portfolio	2.34% 1.1M shares	Q4 2018 Held for 6y 11m	$1.57T

Net Capital Flow

Institutional buying and selling activity for ACA in Q3 2025

Traded: −$13.6M
Buyers: 179
Sellers: 126
Total Bought: +$227.2M
Total Sold: −$240.8M
Avg Position: $11.0M

Biggest Buyers

Institution	Net Bought	Current Position
C Capital International Investors Institution	+$46.0M +491.2K shares	$208.8M 2.2M shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Long Only Manager	+$37.0M +395.2K shares	$37.0M 395.2K shares
PRUDENTIAL FINANCIAL INC Institution	+$24.8M +264.3K shares	$29.5M 315.3K shares
GOLDMAN SACHS GROUP INC Institution	+$9.7M +103.2K shares	$53.5M 570.5K shares
Q Qube Research & Technologies Ltd Institution	+$9.6M +103.0K shares	$17.1M 182.0K shares
FMR LLC Institution	+$7.8M +82.7K shares	$20.9M 223.2K shares
C Cubist Systematic Strategies, LLC Institution	+$6.2M +65.6K shares	$6.2M 65.6K shares
I Impax Asset Management Group plc Long Only Manager	+$5.7M +60.5K shares	$13.3M 141.5K shares
D D. E. Shaw & Co., Inc. Institution	+$5.1M +54.5K shares	$6.1M 65.6K shares
M Mitsubishi UFJ Securities International PLC Institution	+$5.0M +53.1K shares	$5.0M 53.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
N Neuberger Berman Group LLC Institution	−$39.6M −422.3K shares	$257.7M 2.8M shares
M MANUFACTURERES LIFE INSURANCE CO Institution	−$21.3M −227.7K shares	$50.2M 535.8K shares
HARBOR CAPITAL ADVISORS, INC. ETF Provider	−$13.1M −140.0K shares	$7.0M 74.8K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$10.1M −108.2K shares	$10.2M 109.3K shares
BANK OF AMERICA CORP /DE/ Institution	−$8.7M −93.0K shares	$34.9M 372.1K shares
FIRST TRUST ADVISORS LP ETF Provider	−$8.2M −87.9K shares	$49.6M 529.3K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$8.0M −85.3K shares	$2.6M 28.0K shares
AMERIPRISE FINANCIAL INC Institution	−$7.4M −78.9K shares	$9.4M 100.7K shares
B BlackRock, Inc. Institution	−$7.3M −78.2K shares	$662.5M 7.1M shares
VANGUARD GROUP INC Institution	−$7.2M −77.1K shares	$505.9M 5.4M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ACA in Q3 2025

New Positions: 25
New Value: $44.6M
Exited Positions: 22
Exited Value: $18.9M

New Positions

Institution	Position Value
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Long Only Manager	$37.0M 395.2K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$3.1M 33.0K shares
O OSTRUM ASSET MANAGEMENT Institution	$936.6K 10.0K shares
ARISTEIA CAPITAL LLC Hedge Fund•Multi-Strategy	$540.4K 5.8K shares
F FARMERS TRUST CO Institution	$500.5K 5.3K shares
Round Rock Advisors, LLC RIA/Wealth	$403.5K 4.3K shares
G GTS SECURITIES LLC Institution	$394.7K 4.2K shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	$310.1K 3.3K shares
E EntryPoint Capital, LLC Hedge Fund•Long/Short	$260.7K 2.8K shares
P PharVision Advisers, LLC Hedge Fund•Long/Short	$218.4K 2.3K shares

Exited Positions

Institution	Previous Position
River Road Asset Management, LLC Long Only Manager	$5.7M 66.6K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$3.4M 39.6K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$3.0M 34.3K shares
A AMERICAN CENTURY COMPANIES INC Institution	$1.1M 12.7K shares
McElhenny Sheffield Capital Management, LLC Long Only Manager	$1.1M 1.1M shares
M Man Group plc Institution	$691.3K 8.0K shares
I INCEPTIONR LLC Hedge Fund•Quant	$527.9K 6.1K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$463.1K 5.3K shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	$446.6K 5.2K shares
A AXQ CAPITAL, LP Hedge Fund•Market Neutral	$421.1K 4.9K shares

Options Activity

Institutions with the largest Call and Put options positions in ACA as of Q3 2025

Call Positions: 4
Call Value: $2.3M
Put Positions: 6
Put Value: $2.1M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$974.6K 104.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$702.8K 75.0 contracts
P PEAK6 LLC Institution	$468.6K 50.0 contracts
Walleye Trading LLC RIA/Wealth	$112.5K 12.0 contracts

Put Positions

Institution	Position Value
P PEAK6 LLC Institution	$815.3K 87.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$656.0K 70.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$337.4K 36.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$131.2K 14.0 contracts
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$84.3K 9.0 contracts
Walleye Trading LLC RIA/Wealth	$56.2K 6.0 contracts

Most Committed Institutions

Institutions with ACA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Pacific Capital Partners Ltd RIA/Wealth	Chad T Willardson President	4.36% $3.9M	0.09% 41.8K shares	Q2 2024 Held for 1y 5m	$89.8M
Orchard Capital Managment, LLC RIA/Wealth	Blake Elliott Harper Managing Partner	4.15% $3.1M	0.07% 33.5K shares	Q4 2020 Held for 4y 11m	$75.8M
A AYAL Capital Advisors Ltd Institution	-	2.58% $4.5M	0.10% 47.7K shares	Q3 2025 Held for 2 months	$173.4M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager	Andrew John Matysik CEO	2.00% $34.1M	0.74% 363.6K shares	Q4 2020 Held for 4y 11m	$1.7B
R ROYCE & ASSOCIATES LLC Institution	-	1.18% $118.7M	2.58% 1.3M shares	Q4 2018 Held for 6y 11m	$10.0B
MARATHON CAPITAL MANAGEMENT RIA/Wealth	Edward George Hart Partner	1.02% $4.4M	0.10% 47.3K shares	Q3 2019 Held for 6y 2m	$433.1M
OBERWEIS ASSET MANAGEMENT INC/ Long Only Manager	James Walter Oberweis President	0.80% $20.8M	0.45% 221.6K shares	Q4 2024 Held for 11 months	$2.6B
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	Richard Ralston Hough CEO	0.68% $103.2M	2.24% 1.1M shares	Q1 2020 Held for 5y 8m	$15.1B
Kennondale Capital Management LLC RIA/Wealth	Andrew Slay Managing Partner	0.58% $759.3K	0.02% 8.1K shares	Q4 2024 Held for 11 months	$130.6M
C Consolidated Investment Group LLC Institution	-	0.58% $4.7M	0.10% 50.3K shares	Q1 2022 Held for 3y 8m	$814.1M

Hedge Fund Spotlight

Discover hedge funds investing in ACA

Quantbot Technologies LLC

Hedge Fund • Quant

Portfolio ManagerPaul Edward White

Portfolio Value: $3.7B
Positions: 1,694
Last Reported: Q3 2025

Sector Allocation

Position in Arcosa

Market Value: $2.5M
Shares Held: 27.2K
Portfolio Weight: 0.07%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 SoFi Technologies, Inc. SOFI	Financial - Credit Services Financial Services	$29.1M	0.79%
2 Lam Research LRCX	Semiconductors Technology	$27.8M	0.75%
3 Honeywell International HON	Conglomerates Industrials	$27.6M	0.75%