Who owns AZO (AZO)
Which tracked institutional funds hold AZO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AZO 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
208 tracked funds added or opened AZO while 309 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
AZO’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes AZO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AZO 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 1287 tracked filers holding AZO, 482 increased or opened the position and 649 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 AZO 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 42
- VANGUARD CAPITAL MANAGEMENT LLC$3.6B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.8B
- VANGUARD FIDUCIARY TRUST CO$316M
- Vanguard Global Advisers, LLC$122M
- VANGUARD ASSET MANAGEMENT, Ltd$99M
- CIBC Bancorp USA Inc.$73M
Full exits 77
- VANGUARD GROUP INC$6.1B
- Dorsey Asset Management, LLC$85M
- Railway Pension Investments Ltd$82M
- CIBC Private Wealth Group LLC$63M
- TWO SIGMA ADVISERS, LP$43M
- Atreides Management, LP$39M
Largest adds
- JPMORGAN CHASE & CO$1.9B
- PRICE T ROWE ASSOCIATES INC /MD/$1.3B
- Capital World Investors$219M
- D. E. Shaw & Co., Inc.$139M
- ALLIANCEBERNSTEIN L.P.$82M
- Amundi$73M
Largest trims
- BlackRock, Inc.$769M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$455M
- Boston Partners$344M
- Nuveen, LLC$267M
- MORGAN STANLEY$164M
- BANK OF AMERICA CORP /DE/$136M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 1,143,363 | $3.8B | 7.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,076,724 | $3.6B | 7.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,051,458 | $3.6B | 7.1% | 2026-Q1 |
| STATE STREET CORP trimmed | 702,894 | $2.4B | 4.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 545,778 | $1.8B | 3.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 446,134 | $1.5B | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 414,692 | $1.4B | 2.8% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 391,004 | $1.3B | 2.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 325,478 | $1.1B | 2.2% | 2026-Q1 |
| NORGES BANK trimmed | 263,996 | $1.0B | 2.0% | 2026-Q1 |
| FMR LLC added | 283,505 | $958M | 1.9% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. added | 261,815 | $884M | 1.8% | 2026-Q1 |
| Fiera Capital Corp trimmed | 261,043 | $882M | 1.8% | 2026-Q1 |
| PineStone Asset Management Inc. trimmed | 256,845 | $868M | 1.7% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 199,257 | $673M | 1.3% | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC trimmed | 195,650 | $661M | 1.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 193,569 | $656M | 1.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 177,699 | $600M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 168,831 | $570M | 1.1% | 2026-Q1 |
| MARSHFIELD ASSOCIATES trimmed | 165,033 | $557M | 1.1% | 2026-Q1 |
| Boston Partners trimmed | 136,319 | $461M | 0.9% | 2026-Q1 |
| BARCLAYS PLC added | 125,853 | $425M | 0.8% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 124,201 | $420M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 119,811 | $405M | 0.8% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 119,781 | $405M | 0.8% | 2026-Q1 |
| Amundi added | 112,781 | $381M | 0.8% | 2026-Q1 |
| Capital World Investors added | 112,777 | $381M | 0.8% | 2026-Q1 |
| Legal & General Group Plc added | 109,592 | $370M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 108,514 | $367M | 0.7% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 105,318 | $352M | 0.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 103,830 | $351M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 101,392 | $342M | 0.7% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 101,123 | $342M | 0.7% | 2026-Q1 |
| Vontobel Holding Ltd. added | 100,521 | $340M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 93,625 | $316M | 0.6% | 2026-Q1 |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S added | 87,655 | $296M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 87,443 | $295M | 0.6% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 82,128 | $281M | 0.6% | 2026-Q1 |
| Nuveen, LLC trimmed | 81,917 | $277M | 0.6% | 2026-Q1 |
| BAILLIE GIFFORD & CO trimmed | 80,287 | $271M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 66,944 | $226M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 65,297 | $221M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 64,123 | $217M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 62,965 | $213M | 0.4% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 61,929 | $209M | 0.4% | 2026-Q1 |
| Local Pensions Partnership Investment Ltd trimmed | 55,897 | $189M | 0.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 55,032 | $186M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 55,018 | $186M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 54,867 | $185M | 0.4% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 54,557 | $184M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 54,143 | $183M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 53,992 | $182M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 51,740 | $175M | 0.3% | 2026-Q1 |
| Evercore Wealth Management, LLC trimmed | 51,425 | $174M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 49,561 | $167M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 48,620 | $164M | 0.3% | 2026-Q1 |
| USS Investment Management Ltd added | 46,842 | $158M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 44,616 | $151M | 0.3% | 2026-Q1 |
| Canoe Financial LP trimmed | 44,461 | $150M | 0.3% | 2026-Q1 |
| National Pension Service trimmed | 44,071 | $149M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 44,034 | $149M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 43,132 | $146M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 42,095 | $142M | 0.3% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 42,422 | $141M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 41,380 | $140M | 0.3% | 2026-Q1 |
| SATURNA CAPITAL CORP added | 40,965 | $138M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 40,304 | $136M | 0.3% | 2026-Q1 |
| NEW SOUTH CAPITAL MANAGEMENT INC trimmed | 39,771 | $134M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 38,952 | $132M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 38,658 | $131M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 37,961 | $128M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 37,127 | $125M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 36,266 | $122M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 34,665 | $117M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 34,190 | $115M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 32,199 | $109M | 0.2% | 2026-Q1 |
| Alua Capital Management LP added | 32,053 | $108M | 0.2% | 2026-Q1 |
| Fenimore Asset Management Inc trimmed | 31,926 | $108M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 31,315 | $106M | 0.2% | 2026-Q1 |
| Swedbank AB trimmed | 30,971 | $105M | 0.2% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 30,137 | $102M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 29,869 | $100M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 29,212 | $99M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 29,015 | $98M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 28,714 | $97M | 0.2% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 28,363 | $96M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 26,219 | $89M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 24,841 | $84M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 24,496 | $83M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 23,903 | $81M | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC added | 23,599 | $80M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 22,984 | $78M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 22,803 | $77M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 21,681 | $73M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,795,928 | $6.1B | 12.1% | 2025-Q4 stale |
| Ninety One UK Ltd trimmed | 66,724 | $286M | 0.6% | 2025-Q3 stale |
| Bain Capital Public Equity Management II, LLC new | 36,014 | $155M | 0.3% | 2025-Q3 stale |
| Dorsey Asset Management, LLC trimmed | 25,121 | $85M | 0.2% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. added | 19,163 | $82M | 0.2% | 2025-Q3 stale |
| Railway Pension Investments Ltd added | 24,102 | $82M | 0.2% | 2025-Q4 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.