Arcosa, Inc.· ACA

🇺🇸 US · MidSP600NYSE

Basic Materials Construction Materials Website

Price: $145.84
Day: +0.27%
Mkt Cap: $7.16B
52W Range: $89.03 – $146.92
Volume: 1.22M
Beta: 1.07

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.0 / 5 (Bullish), from 2 of 3 components
Institutions Q2 2026: 431 institutions hold; 229 added, 118 reduced

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Arcosa, Inc.

ACA|Basic Materials|Construction Materials

Current price: $146

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2025

2.3x

vs own 6-quarter average

Seller breadth · Q2 2025

2 sellers

vs 1.0 avg per quarter

Institutional net breadth · Q2 2026

+167

331 adding vs 164 reducing

Institutional ownership · Q2 2026

93.0%

431 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

8.4M

+10.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.8M

-1.6%

DIMENSIONAL FUND ADVISORS LP

2.4M

+1.3%

VANGUARD CAPITAL MANAGEMENT LLC

2.2M

+0.3%

STATE STREET CORP

2.1M

+4.7%

ORG WEALTH PARTNERS, LLC

269.2K

—

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

135

76 buying135 unchanged82 selling

293 funds held ACA in Q2 2026, holding 28.2M shares between them, down 6.8% on the quarter.

Largest fund holders

SPDR SERIES TRUST830.5K sh

GLENMEDE FUND INC128.0K sh

Calvert Responsible Index Series, Inc.15.4K sh

Notable Insider Transactions, Q2 2025

Largest open-market purchases and sales by value in the last eight quarters

Sale · Aug 11

Cole Kerry S

$762.9K

Purchase · Mar 10

Carrillo Antonio

$482.6K

Sale · Aug 12

Stevenson Bryan

$396.1K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore ACA on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

ACA Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.0/5

Bullish

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

No data

Institutional Flow

50% weight

+60

Fund Flow

10% weight

Overall Smart Money sentiment of 4.0/5 (Bullish) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for ACA

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

No Data

No recent insider signal

Most recent insider filing was Q3 2025.

Notable Recent Transactions, ACA

Top 7 highest-value insider trades from the last 8 quarters

Cole Kerry S

Group President

Sell

7,966 shares at $95.77

≈28.7% of their stake at the time

Aug 11, 2025$762.90K

Carrillo Antonio

CEO

Buy

6,145 shares at $78.54

≈1.4% of their stake after buying

Mar 10, 2025$482.63K

Stevenson Bryan

CLO & Asst Corp Sec.

Sell

4,000 shares at $99.02

≈9.5% of their stake at the time

Aug 12, 2025$396.08K

Collins Jesse E. Jr.

Group President

Sell

4,466 shares at $86.03

≈21.1% of their stake at the time

Jun 17, 2025$384.21K

Collins Jesse E. Jr.

Group President

Sell

4,150 shares at $86.79

≈24.8% of their stake at the time

Jun 17, 2025$360.18K

BEST RHYS J

Director

Buy

1,500 shares at $79.83

≈2.6% of their stake after buying

Mar 5, 2025$119.75K

Hurst Eric D

VP Controller (PAO)

Sell

835 shares at $88.57

≈16.9% of their stake at the time

May 15, 2025$73.96K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for ACA

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

93.0% institutional ownership

Strong accumulation: 331 institutions adding vs 164 reducing positions

13F share count essentially flat

Momentum improving from prior quarter

+167

Net breadth

331 adding vs 164 reducing

Strong accumulation

2.02

Add / reduce ratio

in Q2 2026

+56

New − closed

102 initiated, 46 exited

5 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+331 growing-164 shrinkingNet: +167

102

229

118

New (102)

Increased (229)

Reduced (118)

Closed (46)

Top Institutional Holders, ACA

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

8.4M

$1.2B

Ownership

17.14%

+10.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.8M

$409.3M

Ownership

5.74%

-1.6%

DIMENSIONAL FUND ADVISORS LP

2.4M

$341.6M

Ownership

4.79%

+1.3%

VANGUARD CAPITAL MANAGEMENT LLC

2.2M

$321.1M

Ownership

4.50%

+0.3%

STATE STREET CORP

2.1M

$302.0M

Ownership

4.23%

+4.7%

NEUBERGER BERMAN GROUP LLC

1.6M

$229.4M

Ownership

3.22%

-41.0%

CAPITAL INTERNATIONAL INVESTORS

1.4M

$197.6M

Ownership

2.77%

-30.5%

GEODE CAPITAL MANAGEMENT, LLC

1.3M

$186.8M

Ownership

2.62%

+6.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 293 ETFs and mutual funds reporting

76 buying82 sellingNet: -6

135

Buying (76)

Unchanged (135)

Selling (82)

In total, funds bought 1.6M shares and sold 3.5M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

293 ETFs and mutual funds reporting

76 buying vs 82 selling (balanced)

Top Fund Holders, ACA

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

830.5K

Weight

4.11%

Jul 31, 2026No change

GLENMEDE FUND INC

128.0K

Weight

7.79%

Jul 31, 2026Decreased

Calvert Responsible Index Series, Inc.

15.4K

Weight

0.82%

Jun 30, 2026Increased

FORUM FUNDS

10.2K

Weight

47.70%

Jul 31, 2026No change

RBC FUNDS TRUST

8.6K

Weight

0.00%

Jun 30, 2026No change

GDL FUND

7.0K

Weight

1.55%

Jun 30, 2026Increased

HOTCHKIS & WILEY FUNDS /DE/

7.0K

Weight

0.07%

Jun 30, 2026No change

BlackRock Variable Series Funds, Inc.

6.6K

Weight

0.00%

Jun 30, 2026Increased

Arcosa, Inc.· ACA

Holdings Analysis

Insider Trading Activity

1.3Transaction History53Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings141Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History53Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings141Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights