Who owns AZ (AZ)
Which tracked institutional funds hold AZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AZ company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
22 tracked funds added or opened AZ while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AZ’s largest tracked holder by dollar value, Luxor Capital Group, LP, sizes it at 3.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AZ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 54 tracked filers holding AZ, 32 increased or opened the position and 22 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AZ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Luxor Capital Group, LP$19M
- Diametric Capital, LP$4M
- Nishkama Capital, LLC$3M
- J. Goldman & Co LP$3M
- CIBC Bancorp USA Inc.$3M
- PRELUDE CAPITAL MANAGEMENT, LLC$579K
Full exits 4
- Alyeska Investment Group, L.P.$15M
- GRATIA CAPITAL, LLC$3M
- CIBC Private Wealth Group LLC$2M
- Point72 Asset Management, L.P.$651K
Largest adds
- WEYBOSSET RESEARCH & MANAGEMENT LLC$4M
- UBS Group AG$2M
- IHT Wealth Management, LLC$1M
- Hood River Capital Management LLC$888K
- Mountain Hill Investment Partners Corp.$880K
- Private Advisor Group, LLC$866K
Largest trims
- Philadelphia Financial Management of San Francisco, LLC$4M
- Clal Insurance Enterprises Holdings Ltd$2M
- MORGAN STANLEY$640K
- GOLDMAN SACHS GROUP INC$507K
- JANE STREET GROUP, LLC$271K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Luxor Capital Group, LP new | 2,880,400 | $19M | 13.3% | 2026-Q1 |
| Shay Capital LLC added | 2,081,000 | $14M | 9.6% | 2026-Q1 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC added | 1,542,249 | $10M | 7.1% | 2026-Q1 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. added | 1,505,598 | $10M | 7.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 971,946 | $6M | 4.5% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd trimmed | 651,863 | $4M | 2.8% | 2026-Q1 |
| Cable Car Capital, LP added | 600,000 | $4M | 2.8% | 2026-Q1 |
| Diametric Capital, LP new | 570,263 | $4M | 2.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 547,582 | $4M | 2.5% | 2026-Q1 |
| Nishkama Capital, LLC new | 474,479 | $3M | 2.2% | 2026-Q1 |
| IHT Wealth Management, LLC added | 461,958 | $3M | 2.1% | 2026-Q1 |
| J. Goldman & Co LP new | 427,847 | $3M | 2.0% | 2026-Q1 |
| Fortitude Advisory Group L.L.C. added | 400,000 | $3M | 1.9% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 376,582 | $3M | 1.7% | 2026-Q1 |
| Mountain Hill Investment Partners Corp. added | 372,219 | $2M | 1.7% | 2026-Q1 |
| UBS Group AG added | 359,839 | $2M | 1.7% | 2026-Q1 |
| Hood River Capital Management LLC added | 355,459 | $2M | 1.6% | 2026-Q1 |
| MARSHALL WACE, LLP added | 347,268 | $2M | 1.6% | 2026-Q1 |
| Maven Securities LTD trimmed | 242,000 | $2M | 1.1% | 2026-Q1 |
| T3 Companies, LLC trimmed | 169,400 | $1M | 0.8% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 155,822 | $1M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 119,998 | $800K | 0.6% | 2026-Q1 |
| XTX Topco Ltd added | 89,950 | $600K | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 87,699 | $585K | 0.4% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 86,794 | $579K | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 83,548 | $557K | 0.4% | 2026-Q1 |
| Cresset Asset Management, LLC | 71,600 | $478K | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 64,660 | $431K | 0.3% | 2026-Q1 |
| BlackDiamond Wealth Management, LLC added | 54,204 | $362K | 0.3% | 2026-Q1 |
| Philadelphia Financial Management of San Francisco, LLC trimmed | 53,047 | $354K | 0.2% | 2026-Q1 |
| Curated Wealth Partners LLC | 49,999 | $333K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 49,638 | $331K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 46,800 | $312K | 0.2% | 2026-Q1 |
| CenterBook Partners LP new | 44,950 | $300K | 0.2% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 43,145 | $288K | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 39,570 | $264K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC | 31,700 | $211K | 0.1% | 2026-Q1 |
| WOODWARD DIVERSIFIED CAPITAL, LLC trimmed | 22,495 | $187K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 24,976 | $167K | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC trimmed | 23,991 | $160K | 0.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC | 21,354 | $142K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 21,046 | $140K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC new | 16,325 | $109K | 0.1% | 2026-Q1 |
| Savant Capital, LLC | 15,625 | $104K | 0.1% | 2026-Q1 |
| WINTON GROUP Ltd new | 13,000 | $87K | 0.1% | 2026-Q1 |
| Marex Group plc trimmed | 10,000 | $67K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP new | 10,000 | $67K | 0.0% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 9,527 | $64K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 2,411 | $16K | 0.0% | 2026-Q1 |
| Copia Wealth Management | 1,950 | $13K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1,000 | $7K | 0.0% | 2026-Q1 |
| Dougherty Wealth Advisers LLC | 300 | $2K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | 48 | $319 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 5 | $33 | 0.0% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 2,250,987 | $15M | 10.2% | 2025-Q4 stale |
| Jain Global LLC new | 327,527 | $3M | 1.8% | 2025-Q3 stale |
| GRATIA CAPITAL, LLC trimmed | 395,410 | $3M | 1.8% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 352,582 | $2M | 1.6% | 2025-Q4 stale |
| Bastion Asset Management Inc. new | 237,383 | $2M | 1.3% | 2025-Q3 stale |
| Honeycomb Asset Management LP new | 167,732 | $2M | 1.2% | 2025-Q2 stale |
| Timelo Investment Management Inc. new | 165,000 | $1M | 0.9% | 2025-Q3 stale |
| Gallo Partners, LP new | 121,507 | $971K | 0.7% | 2025-Q3 stale |
| CORSAIR CAPITAL MANAGEMENT, L.P. added | 92,000 | $735K | 0.5% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 87,000 | $695K | 0.5% | 2025-Q3 stale |
| Point72 Asset Management, L.P. trimmed | 100,000 | $651K | 0.5% | 2025-Q4 stale |
| Aristides Capital LLC new | 62,000 | $495K | 0.3% | 2025-Q3 stale |
| Bleichroeder LP | 62,000 | $404K | 0.3% | 2025-Q4 stale |
| Brevan Howard Capital Management LP new | 32,900 | $263K | 0.2% | 2025-Q3 stale |
| WOLVERINE TRADING, LLC new | 21,417 | $170K | 0.1% | 2025-Q3 stale |
| Regal Partners Ltd new | 19,103 | $153K | 0.1% | 2025-Q3 stale |
| OSAIC HOLDINGS, INC. added | 16,797 | $149K | 0.1% | 2025-Q3 stale |
| HOHIMER WEALTH MANAGEMENT, LLC new | 20,000 | $141K | 0.1% | 2025-Q1 stale |
| Sanctuary Advisors, LLC new | 11,829 | $125K | 0.1% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC new | 14,746 | $118K | 0.1% | 2025-Q3 stale |
| PHILADELPHIA TRUST CO | 16,184 | $114K | 0.1% | 2025-Q1 stale |
| PharVision Advisers, LLC new | 16,379 | $107K | 0.1% | 2025-Q4 stale |
| HighTower Advisors, LLC new | 12,063 | $96K | 0.1% | 2025-Q3 stale |
| Red Door Wealth Management, LLC new | 13,996 | $91K | 0.1% | 2025-Q4 stale |
| ARS Investment Partners, LLC | 13,000 | $85K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 10,066 | $80K | 0.1% | 2025-Q3 stale |
| FNY Investment Advisers, LLC new | 5,000 | $35K | 0.0% | 2025-Q1 stale |
| CITIGROUP INC new | 2,206 | $18K | 0.0% | 2025-Q3 stale |
| JPMORGAN CHASE & CO | 2,520 | $16K | 0.0% | 2025-Q4 stale |
| ROTHSCHILD INVESTMENT LLC new | 1,000 | $8K | 0.0% | 2025-Q3 stale |
| Quarry LP new | 1,205 | $8K | 0.0% | 2025-Q4 stale |
| BlackRock, Inc. | 1,004 | $7K | 0.0% | 2025-Q4 stale |
| JONES FINANCIAL COMPANIES LLLP new | 50 | $409 | 0.0% | 2025-Q3 stale |
| Evelyn Partners Asset Management Ltd new | 2 | $21 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.