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Institutional Ownership · SEC Form 13F

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.

1,289
Institutional holders
14,745,782
Shares held (tracked funds)
57.3%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added1,143,363$3.8B7.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,076,724$3.6B7.2%2026-Q1
BlackRock, Inc. trimmed1,051,458$3.6B7.1%2026-Q1
STATE STREET CORP trimmed702,894$2.4B4.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new545,778$1.8B3.7%2026-Q1
MORGAN STANLEY trimmed446,134$1.5B3.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added414,692$1.4B2.8%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added391,004$1.3B2.6%2026-Q1
ROYAL BANK OF CANADA trimmed325,478$1.1B2.2%2026-Q1
NORGES BANK trimmed263,996$1.0B2.0%2026-Q1
FMR LLC added283,505$958M1.9%2026-Q1
FIRST MANHATTAN CO. LLC. added261,815$884M1.8%2026-Q1
Fiera Capital Corp trimmed261,043$882M1.8%2026-Q1
PineStone Asset Management Inc. trimmed256,845$868M1.7%2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed199,257$673M1.3%2026-Q1
PARNASSUS INVESTMENTS, LLC trimmed195,650$661M1.3%2026-Q1
ALLIANCEBERNSTEIN L.P. added193,569$656M1.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added177,699$600M1.2%2026-Q1
NORTHERN TRUST CORP trimmed168,831$570M1.1%2026-Q1
MARSHFIELD ASSOCIATES trimmed165,033$557M1.1%2026-Q1
Boston Partners trimmed136,319$461M0.9%2026-Q1
BARCLAYS PLC added125,853$425M0.8%2026-Q1
BROWN ADVISORY INC trimmed124,201$420M0.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added119,811$405M0.8%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added119,781$405M0.8%2026-Q1
Amundi added112,781$381M0.8%2026-Q1
Capital World Investors added112,777$381M0.8%2026-Q1
Legal & General Group Plc added109,592$370M0.7%2026-Q1
Bank of New York Mellon Corp trimmed108,514$367M0.7%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added105,318$352M0.7%2026-Q1
Invesco Ltd. trimmed103,830$351M0.7%2026-Q1
GOLDMAN SACHS GROUP INC trimmed101,392$342M0.7%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added101,123$342M0.7%2026-Q1
Vontobel Holding Ltd. added100,521$340M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new93,625$316M0.6%2026-Q1
BLS CAPITAL FONDSMAEGLERSELSKAB A/S added87,655$296M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed87,443$295M0.6%2026-Q1
Allspring Global Investments Holdings, LLC trimmed82,128$281M0.6%2026-Q1
Nuveen, LLC trimmed81,917$277M0.6%2026-Q1
BAILLIE GIFFORD & CO trimmed80,287$271M0.5%2026-Q1
DEUTSCHE BANK AG\ trimmed66,944$226M0.5%2026-Q1
UBS Group AG trimmed65,297$221M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added64,123$217M0.4%2026-Q1
Russell Investments Group, Ltd. trimmed62,965$213M0.4%2026-Q1
Holocene Advisors, LP trimmed61,929$209M0.4%2026-Q1
Local Pensions Partnership Investment Ltd trimmed55,897$189M0.4%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed55,032$186M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed55,018$186M0.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added54,867$185M0.4%2026-Q1
Ensign Peak Advisors, Inc added54,557$184M0.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP added54,143$183M0.4%2026-Q1
BANK OF MONTREAL /CAN/ trimmed53,992$182M0.4%2026-Q1
Public Sector Pension Investment Board added51,740$175M0.3%2026-Q1
Evercore Wealth Management, LLC trimmed51,425$174M0.3%2026-Q1
SEI INVESTMENTS CO added49,561$167M0.3%2026-Q1
Swiss National Bank added48,620$164M0.3%2026-Q1
USS Investment Management Ltd added46,842$158M0.3%2026-Q1
FRANKLIN RESOURCES INC trimmed44,616$151M0.3%2026-Q1
Canoe Financial LP trimmed44,461$150M0.3%2026-Q1
National Pension Service trimmed44,071$149M0.3%2026-Q1
D. E. Shaw & Co., Inc. added44,034$149M0.3%2026-Q1
CITADEL ADVISORS LLC added43,132$146M0.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added42,095$142M0.3%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB added42,422$141M0.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed41,380$140M0.3%2026-Q1
SATURNA CAPITAL CORP added40,965$138M0.3%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added40,304$136M0.3%2026-Q1
NEW SOUTH CAPITAL MANAGEMENT INC trimmed39,771$134M0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added38,952$132M0.3%2026-Q1
HSBC HOLDINGS PLC added38,658$131M0.3%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed37,961$128M0.3%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed37,127$125M0.2%2026-Q1
Vanguard Global Advisers, LLC new36,266$122M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed34,665$117M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added34,190$115M0.2%2026-Q1
HighTower Advisors, LLC trimmed32,199$109M0.2%2026-Q1
Alua Capital Management LP added32,053$108M0.2%2026-Q1
Fenimore Asset Management Inc trimmed31,926$108M0.2%2026-Q1
California Public Employees Retirement System trimmed31,315$106M0.2%2026-Q1
Swedbank AB trimmed30,971$105M0.2%2026-Q1
Artisan Partners Limited Partnership trimmed30,137$102M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed29,869$100M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new29,212$99M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added29,015$98M0.2%2026-Q1
Caisse de depot et placement du Quebec added28,714$97M0.2%2026-Q1
WESTFIELD CAPITAL MANAGEMENT CO LP trimmed28,363$96M0.2%2026-Q1
Point72 Asset Management, L.P. trimmed26,219$89M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed24,841$84M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed24,496$83M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added23,903$81M0.2%2026-Q1
NewEdge Wealth, LLC added23,599$80M0.2%2026-Q1
Rockefeller Capital Management L.P. added22,984$78M0.2%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed22,803$77M0.2%2026-Q1
CIBC Bancorp USA Inc. added21,681$73M0.1%2026-Q1
VANGUARD GROUP INC trimmed1,795,928$6.1B12.1%2025-Q4 stale
Ninety One UK Ltd trimmed66,724$286M0.6%2025-Q3 stale
Bain Capital Public Equity Management II, LLC new36,014$155M0.3%2025-Q3 stale
Dorsey Asset Management, LLC trimmed25,121$85M0.2%2025-Q4 stale
Alyeska Investment Group, L.P. added19,163$82M0.2%2025-Q3 stale
Railway Pension Investments Ltd added24,102$82M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership