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Institutional Ownership · SEC Form 13F

Who owns AZZ (AZZ)


Which tracked institutional funds hold AZZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AZZ company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

330
Institutional holders
27M
Shares held (tracked funds)
88.9%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on AZZ is one-sided between 2026-Q1 and 2026-Q2: 142 added or opened and 45 trimmed or exited — on balance accumulating.

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

AZZ’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AZZ more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in AZZ 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 2026-Q1 and 2026-Q2, across 330 tracked filers holding AZZ, 183 increased or opened the position and 162 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 AZZ between the 2026-Q1 and 2026-Q2 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 14

  • FULLER & THALER ASSET MANAGEMENT, INC.$40M
  • BALYASNY ASSET MANAGEMENT L.P.$25M
  • Jupiter Topco LLC$15M
  • XTX Topco Ltd$4M
  • CROWN ADVISORS MANAGEMENT, INC.$3M
  • G2 Investment Partners Management LLC$2M

Full exits 26

  • T. Rowe Price Investment Management, Inc.$195M
  • SILVERCREST ASSET MANAGEMENT GROUP LLC$13M
  • JANUS HENDERSON GROUP PLC$11M
  • HighTower Advisors, LLC$8M
  • JANE STREET GROUP, LLC$8M
  • MILLENNIUM MANAGEMENT LLC$7M

Largest adds

  • BlackRock, Inc.$330M
  • Invesco Ltd.$107M
  • PRICE T ROWE ASSOCIATES INC /MD/$57M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$51M
  • STATE STREET CORP$44M
  • VANGUARD CAPITAL MANAGEMENT LLC$34M

Largest trims

  • WELLINGTON MANAGEMENT GROUP LLP$42M
  • SEGALL BRYANT & HAMILL, LLC$6M
  • SG Capital Management LLC$4M
  • TWO SIGMA INVESTMENTS, LP$4M
  • BANK OF AMERICA CORP /DE/$3M
  • SEB Asset Management AB$3M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added4,642,862$720M18.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed1,781,775$276M7.0%2026-Q2
FMR LLC trimmed1,450,299$225M5.7%2026-Q2
Capital International Investors trimmed1,375,758$213M5.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed1,300,917$202M5.1%2026-Q2
STATE STREET CORP added1,195,870$185M4.7%2026-Q2
Invesco Ltd. added935,620$145M3.7%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed924,752$143M3.6%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added775,035$120M3.0%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added677,255$105M2.7%2026-Q2
MORGAN STANLEY trimmed584,482$91M2.3%2026-Q2
Capital World Investors added503,855$78M2.0%2026-Q2
Copeland Capital Management, LLC trimmed435,558$68M1.7%2026-Q2
NORTHERN TRUST CORP added381,012$59M1.5%2026-Q2
WESTWOOD HOLDINGS GROUP INC trimmed367,602$57M1.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed366,042$57M1.4%2026-Q2
GAMCO INVESTORS, INC. ET AL trimmed338,991$53M1.3%2026-Q2
Harvey Partners, LLC trimmed323,137$50M1.3%2026-Q2
FEDERATED HERMES, INC.285,800$44M1.1%2026-Q2
SEB Asset Management AB trimmed272,499$42M1.1%2026-Q2
SEGALL BRYANT & HAMILL, LLC trimmed269,267$42M1.1%2026-Q2
AMERIPRISE FINANCIAL INC added268,830$42M1.1%2026-Q2
FULLER & THALER ASSET MANAGEMENT, INC. new258,907$40M1.0%2026-Q2
Bank of New York Mellon Corp added231,010$36M0.9%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC trimmed230,463$36M0.9%2026-Q2
Boston Partners added222,294$34M0.9%2026-Q2
VANGUARD FIDUCIARY TRUST CO added213,234$33M0.8%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed209,644$33M0.8%2026-Q2
KING LUTHER CAPITAL MANAGEMENT CORP trimmed182,816$28M0.7%2026-Q2
Allspring Global Investments Holdings, LLC trimmed173,714$26M0.7%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added169,296$26M0.7%2026-Q2
GABELLI FUNDS LLC added167,270$26M0.7%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added158,310$25M0.6%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed155,785$24M0.6%2026-Q2
Aberdeen Group plc trimmed155,273$24M0.6%2026-Q2
GOLDMAN SACHS GROUP INC added142,970$22M0.6%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed140,899$22M0.6%2026-Q2
Qube Research & Technologies Ltd added139,686$22M0.5%2026-Q2
Nuveen, LLC added137,825$21M0.5%2026-Q2
Public Sector Pension Investment Board trimmed124,009$19M0.5%2026-Q2
JPMORGAN CHASE & CO trimmed120,083$19M0.5%2026-Q2
CRAWFORD INVESTMENT COUNSEL INC trimmed110,213$17M0.4%2026-Q2
Robeco Schweiz AG added109,075$17M0.4%2026-Q2
Jupiter Topco LLC new94,084$15M0.4%2026-Q2
ALGERT GLOBAL LLC added88,540$14M0.3%2026-Q2
FIRST TRUST ADVISORS LP added80,473$12M0.3%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB trimmed79,895$12M0.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed77,902$12M0.3%2026-Q2
TUDOR INVESTMENT CORP ET AL trimmed74,434$12M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed71,797$11M0.3%2026-Q2
Pier Capital, LLC added70,074$11M0.3%2026-Q2
AMERICAN CENTURY COMPANIES INC added67,742$11M0.3%2026-Q2
Legal & General Group Plc added67,144$10M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed64,953$10M0.3%2026-Q2
SPEECE THORSON CAPITAL GROUP INC trimmed63,750$10M0.2%2026-Q2
SEI INVESTMENTS CO trimmed63,032$10M0.2%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added62,306$10M0.2%2026-Q2
UBS Group AG trimmed61,100$9M0.2%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP added59,132$9M0.2%2026-Q2
Swiss National Bank added56,900$9M0.2%2026-Q2
Ballast Asset Management, LP trimmed55,508$9M0.2%2026-Q2
Smith Group Asset Management, LLC added52,414$8M0.2%2026-Q2
CITIGROUP INC added51,725$8M0.2%2026-Q2
Uniplan Investment Counsel, Inc. added51,598$8M0.2%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added48,297$7M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added48,057$7M0.2%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS added47,803$7M0.2%2026-Q2
Asset Management One Co., Ltd. trimmed41,421$6M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added41,249$6M0.2%2026-Q2
ASSETMARK, INC added40,415$6M0.2%2026-Q2
Emerald Investment Advisers, LLC added38,273$6M0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added37,419$6M0.1%2026-Q2
LAZARD ASSET MANAGEMENT LLC added37,151$6M0.1%2026-Q2
Abacus FCF Advisors LLC trimmed35,042$5M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added34,837$4M0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added34,129$5M0.1%2026-Q2
CREDIT AGRICOLE S A33,591$5M0.1%2026-Q2
De Lisle Partners LLP trimmed33,201$5M0.1%2026-Q2
DEUTSCHE BANK AG\ added32,989$5M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added32,377$5M0.1%2026-Q2
RITHOLTZ WEALTH MANAGEMENT added32,289$5M0.1%2026-Q2
TD Asset Management Inc trimmed32,006$5M0.1%2026-Q2
Harvest Investment Services, LLC trimmed31,093$5M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC added30,945$5M0.1%2026-Q2
Informed Momentum Co LLC trimmed30,366$5M0.1%2026-Q2
Nitorum Capital, L.P. added29,915$5M0.1%2026-Q2
Creative Planning added28,782$4M0.1%2026-Q2
XTX Topco Ltd added28,454$4M0.1%2026-Q2
ROYAL BANK OF CANADA added28,002$4M0.1%2026-Q2
Riverwater Partners LLC trimmed27,449$4M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd trimmed27,145$4M0.1%2026-Q2
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.24,854$4M0.1%2026-Q2
Pullen Investment Management, LLC trimmed23,262$4M0.1%2026-Q2
STIFEL FINANCIAL CORP trimmed23,029$4M0.1%2026-Q2
Diamond Hill Capital Management, LLC (Investment Advisor) trimmed22,445$3M0.1%2026-Q2
Tidal Investments LLC added21,919$3M0.1%2026-Q2
Granite Investment Partners, LLC trimmed21,876$3M0.1%2026-Q2
Linden Thomas Advisory Services, LLC added21,355$3M0.1%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed20,804$3M0.1%2026-Q2
CROWN ADVISORS MANAGEMENT, INC. trimmed20,000$3M0.1%2026-Q2

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