13FPulse
AC

ACM AECOM

2026Q2 · CUSIP 00766T100 · Sector: Industrials

Normal

Fund flows are within the usual range

Funds that own it
563
Institutions that reported holding it to the SEC
Net decrease in holders
55
Last quarter 618 → now 563
How unusual is that
Bottom 20%
Stronger than only 2% of US stocks
What the filings say, in one paragraph

563 funds held ACM at the end of 2026Q2, down 55 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $16.0B(YoY -0.4%), the P/E is 17.4x, return on equity is 22.3%. ACM has had 14 buying rushes in its history, and the price moved +1.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=218 2013Q4: holders=220 2014Q1: holders=220 2014Q2: holders=223 2014Q3: holders=225 2014Q4: holders=260 2015Q1: holders=240 2015Q2: holders=245 2015Q3: holders=229 2015Q4: holders=246 2016Q1: holders=245 2016Q2: holders=267 2016Q3: holders=273 2016Q4: holders=301 2017Q1: holders=288 2017Q2: holders=279 2017Q3: holders=289 2017Q4: holders=304 2018Q1: holders=307 2018Q2: holders=299 2018Q3: holders=278 2018Q4: holders=265 2019Q1: holders=271 2019Q2: holders=270 2019Q3: holders=290 2019Q4: holders=320 2020Q1: holders=297 2020Q2: holders=312 2020Q3: holders=311 2020Q4: holders=337 2021Q1: holders=352 2021Q2: holders=341 2021Q3: holders=350 2021Q4: holders=366 2022Q1: holders=382 2022Q2: holders=360 2022Q3: holders=369 2022Q4: holders=409 2023Q1: holders=447 2023Q2: holders=449 2023Q3: holders=453 2023Q4: holders=506 2024Q1: holders=513 2024Q2: holders=509 2024Q3: holders=522 2024Q4: holders=570 2025Q1: holders=569 2025Q2: holders=632 2025Q3: holders=638 2025Q4: holders=641 2026Q1: holders=618 2026Q2: holders=563 -63 -31.5 +0 +31.5 +63 196435674 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 14 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q2 Top 5% +11.2% -20.3%
2024Q4 Top 20% +9.2% +20.4%
2023Q4 Top 10% +0.7% +10.0%
2023Q1 Top 5% +8.1% +9.6%
2022Q4 Top 10% -11.5% -3.5%
2022Q3 Top 20% +12.9% +0.4%
2022Q1 Top 20% +17.2% +20.2%
2019Q4 Top 20% -33.0% -19.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
247
Change in large funds
-2
Total value they hold
$8.4B
Funds buying for the first time
87
Funds that sold out entirely
142
Price change that quarter
-6.6%
Funds holding puts (bearish)
6
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
17.4
EPS (TTM)
$3.83
EPS YoY
-16.4%
Revenue (TTM)
$16.0B
Revenue YoY
-0.4%
Net margin
3.2%
ROE
22.3%
Debt ratio
79.4%
FCF (TTM)
$410M
Dividend (TTM)
$1.14
Quarterly Revenue & EPS
2022-06-30: EPS 0.72 2022-09-30: EPS 0.75 2022-12-31: EPS 0.63 2023-03-31: EPS 0.55 2023-06-30: EPS -0.97 2023-09-30: EPS 0.18 2023-12-31: EPS 0.69 2024-03-31: EPS 0.01 2024-06-30: EPS 0.98 2024-09-30: EPS 1.27 2024-12-31: EPS 1.25 2025-03-31: EPS 1.08 2025-06-30: EPS 0.98 2025-09-30: EPS 0.90 2025-12-31: EPS 0.56 2026-03-31: EPS 1.39 0B 2.7B 5.3B $B -1.07 0.23 1.53 2017201820192020202120222023202420252026 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 31 17 122 227 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-314M228M770M 20162017201820192020202120222023202420252026
Latest quarter $-27M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-03-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.