57% buyers of institutions opening or closing positions this quarter
15 more new buyers than exits, ownership rose 9.76 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
57% buyers of institutions opening or closing positions this quarter
70.8% institutional ownership
Harvey Partners, LLC portfolio allocation
Institutional ownership vs Manufacturing - Metal Fabrication peers
No Form 4 insider transactions on file
Latest positioning in AZZ across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AZZ held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.4M | $553.8M | +0.8% | 14.811% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $225.4M | — | 6.030% | 0.01% |
| 3 | FMR LLC | 1.6M | $200.6M | +0.9% | 5.366% | 0.01% |
| 4 | Capital International Investors | 1.4M | $180.2M | -28.4% | 4.819% | 0.04% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | $167.6M | — | 4.482% | 0.00% |
| 6 | STATE STREET CORP | 1.1M | $141.7M | +2.0% | 3.789% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $133.2M | -9.9% | 3.563% | 0.03% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 732K | $91.7M | +2.8% | 2.451% | 0.01% |
| 9 | MORGAN STANLEY | 651K | $81.4M | -15.6% | 2.178% | 0.00% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 523K | $65.5M | -4.8% | 1.751% | 0.01% |
| 11 | Capital World Investors | 490K | $61.3M | — | 1.640% | 0.01% |
| 12 | Copeland Capital Management, LLC | 458K | $57.3M | -1.7% | 1.533% | 1.27% |
| 13 | WESTWOOD HOLDINGS GROUP INC | 458K | $57.3M | -9.9% | 1.532% | 0.42% |
| 14 | SEGALL BRYANT & HAMILL, LLC | 381K | $48.0M | -15.1% | 1.275% | 0.78% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 366K | $45.8M | +0.4% | 1.226% | 0.01% |
| 16 | GAMCO INVESTORS, INC. ET AL | 363K | $45.5M | -27.3% | 1.216% | 0.45% |
| 17 | SEB Asset Management AB | 362K | $45.3M | — | 1.212% | 0.19% |
| 18 | NORTHERN TRUST CORP | 361K | $45.2M | +0.2% | 1.208% | 0.01% |
| 19 | Harvey Partners, LLC | 352K | $44.0M | -3.6% | 1.176% | 3.50% |
| 20 | Invesco Ltd. | 333K | $41.7M | +7.8% | 1.114% | 0.01% |
| 21 | BANK OF AMERICA CORP /DE/ | 286K | $35.8M | -11.5% | 0.957% | 0.00% |
| 22 | FEDERATED HERMES, INC. | 286K | $35.8M | 0.0% | 0.957% | 0.06% |
| 23 | AMERIPRISE FINANCIAL INC | 250K | $31.3M | +148.3% | 0.836% | 0.01% |
| 24 | KENNEDY CAPITAL MANAGEMENT, INC. | 237K | $29.7M | -1.3% | 0.793% | 0.63% |
| 25 | TWO SIGMA INVESTMENTS, LP | 227K | $28.4M | — | 0.758% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AZZ — a direct measure of their conviction.
Filings activity in AZZ during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AZZ position in Q1 2026
Institutions that fully closed their AZZ position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 328 | +4.8% | 70.75% | +9.76 pp | $3.19B | +16% |
| Q4 2025 | 313 | 4.9% | 60.99% | 1.41 pp | $2.75B | 2.3% |
| Q3 2025 | 329 | +26% | 62.40% | +7.92 pp | $2.81B | +15% |
| Q2 2025 | 261 | +11% | 54.48% | +5.48 pp | $2.46B | +11% |
| Q1 2025 | 235 | 1.3% | 49.00% | +4.39 pp | $2.21B | +9.8% |
| Q4 2024 | 238 | 6.3% | 44.61% | +0.31 pp | $2.01B | +0.7% |
| Q3 2024 | 254 | 1.2% | 44.30% | +2.78 pp | $2.00B | +6.7% |
| Q2 2024 | 257 | — | 41.52% | — | $1.87B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for AZZ.
Quick answers to the most common questions about buying AZZ stock.
Based on Q1 2026 13F filings, institutional ownership of AZZ Inc. stands at 70.8%, held across 328 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AZZ, with approximately 4,425,694 shares worth $0.55B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of AZZ, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for AZZ is 61 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
60 institutions opened new positions in AZZ during Q1 2026, while 45 fully exited. 227 added to existing positions and 41 trimmed.
AZZ institutional ownership rose by 9.76 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 57.7% of all reported 13F value in AZZ, and the top 25 account for 78.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.