AZZ Incorporated (AZZ) Ownership

95.54 ↑0.13 (0.14%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of AZZ Incorporated (AZZ), owning a total of 4.4 million shares. Combined, the top 33 institutional holders of AZZ own 98.17% of the company with a total of 28.4 million shares.

In the latest ownership report on June 30th 2024, the top 33 institutional holders increased their combined ownership of AZZ by 3.6 million shares. 16 institutions bought 3,810,237 total additional shares and increased their ownership by an average of 117.62%. However 6 institutions sold 198,676 total shares and decreased their ownership by an average of 5.44%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of AZZ Incorporated increased by a net total of 3,611,561 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.808%	14.516%	4,424,134	560,800	2024-06-30
Vanguard Group Inc	10.736%	17.666%	3,207,613	481,576	2024-06-30
FMR Inc	9.500%	45.607%	2,838,151	888,959	2024-06-30
T. Rowe Price Investment Management,Inc.	9.263%	9.476%	2,767,567	239,558	2024-06-30
Dimensional Fund Advisors, Inc.	3.841%	4.860%	1,147,513	53,188	2024-06-30
State Street Corp	3.590%	14.620%	1,072,479	136,798	2024-06-30
Ameriprise Financial Inc	2.746%	21.462%	820,444	144,972	2024-06-30
Segall Bryant & Hamill	2.413%	-10.020%	720,897	-80,275	2024-06-30
Geode Capital Management, LLC	2.228%	21.119%	665,531	116,045	2024-06-30
Harvey Partners LLC	2.189%	-8.977%	654,000	-64,500	2024-06-30
Gamco Investors, Inc. Et Al	2.153%	-3.293%	643,243	-21,905	2024-06-30
Westwood Holdings Group Inc	1.903%	-1.895%	568,611	-10,984	2024-06-30
Morgan Stanley - Brokerage Accounts	1.634%	13.247%	488,066	57,090	2024-06-30
Charles Schwab Investment Management Inc	1.370%	8.512%	409,258	32,104	2024-06-30
Boston Partners Global Investors, Inc	1.135%	0.000%	339,215	339,215	2024-06-30
Northern Trust Corp	0.956%	13.156%	285,693	33,216	2024-06-30
Goldman Sachs Group Inc	0.945%	415.943%	282,355	227,629	2024-06-30
Bank of New York Mellon Corp	0.901%	10.565%	269,101	25,714	2024-06-30
Zimmer Partners LP	0.845%	0.000%	252,500	252,500	2024-06-30
Bank of America Corp	0.797%	1,271.140%	238,249	220,873	2024-06-30
King Luther Capital Management Corp	0.797%	-2.945%	237,640	-7,210	2024-06-30
Gabelli Funds LLC	0.793%	-5.516%	236,403	-13,802	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.808%	14.516%	4,424,134	560,800	2024-06-30
Vanguard Group Inc	10.736%	17.666%	3,207,613	481,576	2024-06-30
FMR Inc	9.500%	45.607%	2,838,151	888,959	2024-06-30
T. Rowe Price Investment Management,Inc.	9.263%	9.476%	2,767,567	239,558	2024-06-30
T. Rowe Price Associates, Inc.	9.958%	-0.006%	2,475,782	-144	2022-06-30
Dimensional Fund Advisors, Inc.	3.841%	4.860%	1,147,513	53,188	2024-06-30
State Street Corp	3.590%	14.620%	1,072,479	136,798	2024-06-30
State Street Corporation	3.138%	1.898%	935,681	17,427	2024-03-31
Ameriprise Financial Inc	2.746%	21.462%	820,444	144,972	2024-06-30
Segall Bryant & Hamill	2.413%	-10.020%	720,897	-80,275	2024-06-30
Geode Capital Management, LLC	2.228%	21.119%	665,531	116,045	2024-06-30
Harvey Partners LLC	2.189%	-8.977%	654,000	-64,500	2024-06-30
Gamco Investors, Inc. Et Al	2.153%	-3.293%	643,243	-21,905	2024-06-30
Westwood Holdings Group Inc	1.903%	-1.895%	568,611	-10,984	2024-06-30
Morgan Stanley - Brokerage Accounts	1.634%	13.247%	488,066	57,090	2024-06-30
Deutsche Bank AG	1.636%	4,165.200%	410,142	400,526	2023-09-30
Charles Schwab Investment Management Inc	1.370%	8.512%	409,258	32,104	2024-06-30
NORGES BANK	1.384%	23.241%	346,285	65,302	2022-12-31
Boston Partners Global Investors, Inc	1.135%	0.000%	339,215	339,215	2024-06-30
Northern Trust Corp	0.956%	13.156%	285,693	33,216	2024-06-30
Goldman Sachs Group Inc	0.945%	415.943%	282,355	227,629	2024-06-30
Millennium Management LLC	1.087%	-36.410%	270,840	-155,077	2022-12-31
Bank of New York Mellon Corp	0.901%	10.565%	269,101	25,714	2024-06-30
Zimmer Partners LP	0.845%	0.000%	252,500	252,500	2024-06-30
Amvescap Plc.	1.011%	10.550%	251,711	24,022	2022-09-30
JPMorgan Chase & Co	1.000%	21.551%	250,074	44,338	2023-03-31
Aristotle Capital Boston, LLC	0.807%	-44.703%	240,612	-194,511	2024-03-31
Hotchkis & Wiley Capital Management LLC	0.959%	-9.061%	240,460	-23,960	2023-09-30
Wellington Management Company LLP	0.957%	-0.998%	238,337	-2,403	2022-09-30
Bank of America Corp	0.797%	1,271.140%	238,249	220,873	2024-06-30
King Luther Capital Management Corp	0.797%	-2.945%	237,640	-7,210	2024-06-30
Gabelli Funds LLC	0.793%	-5.516%	236,403	-13,802	2024-06-30
Kennedy Capital Management Inc	0.688%	-18.652%	205,048	-47,016	2024-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of AZZ Incorporated (AZZ), owning a total of 1.9 million shares. Combined, the top 35 mutual fund holders of AZZ own 53.78% of the company with a total of 15.6 million shares.

In the latest ownership report on October 31st 2024, the top 35 fund holders increased their combined ownership of AZZ by 2 thousand shares. 2 funds bought 3,800 total additional shares and increased their ownership by an average of 0.43%. However 1 funds sold 1,694 total shares and decreased their ownership by an average of 0.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding AZZ Incorporated increased by a net total of 2,106 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.364%	0.095%	1,901,406	1,800	2024-10-31
iShares Russell 2000 ETF	2.524%	-0.224%	754,131	-1,694	2024-10-31
iShares S&P Small-Cap 600 Growth ETF	0.968%	0.000%	289,154	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.885%	0.763%	264,290	2,000	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.364%	0.095%	1,901,406	1,800	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.969%	0.111%	886,930	979	2024-09-30
T. Rowe Price Small-Cap Stock	2.756%	0.000%	823,411	0	2024-09-30
T. Rowe Price US Small-Cap Core Equity	2.756%	-12.133%	823,411	-113,702	2024-09-30
Fidelity Small Cap Growth	2.600%	-0.261%	776,766	-2,032	2024-08-31
iShares Russell 2000 ETF	2.524%	-0.224%	754,131	-1,694	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.892%	-0.118%	725,270	-854	2023-03-31
Vanguard Small Cap Index	2.371%	-1.166%	708,258	-8,354	2024-09-30
Harvey Partners Small-Cap Opportunity	1.946%	-9.860%	581,367	-63,591	2024-06-30
Vanguard Small Cap Value Index Inv	1.607%	0.071%	480,106	342	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.521%	0.015%	454,394	66	2024-09-30
T. Rowe Price U.S. SC Core Eq Tr-Z	1.372%	-10.677%	410,002	-49,010	2024-09-30
T. Rowe Price Instl Small-Cap Stock	1.362%	0.000%	407,012	0	2024-09-30
Vanguard Extended Market Index Investor	1.448%	-0.018%	362,143	-65	2023-08-31
T. Rowe Price US Smlr Cm Eq A USD	1.190%	2.360%	355,619	8,200	2024-09-30
Fidelity Small Cap Growth K6	1.060%	0.925%	316,726	2,902	2024-08-31
Fidelity Small Cap Index	1.008%	-2.488%	301,104	-7,683	2024-08-31
iShares S&P Small-Cap 600 Value ETF	1.196%	0.000%	299,996	0	2023-11-30
FIAM Small Cap Core CIT Cl B	1.002%	1.319%	299,500	3,900	2024-08-31
Fidelity Value	0.999%	0.000%	298,600	0	2024-09-30
iShares S&P Small-Cap 600 Growth ETF	0.968%	0.000%	289,154	0	2024-10-31
Strategic Advisers Fidelity US TtlStk	0.963%	4.437%	287,140	12,200	2024-06-30
FIAM Small Cap Core Composite	0.902%	0.000%	269,400	269,400	2024-06-30
Fidelity Small Cap Discovery	0.903%	0.000%	269,211	0	2024-06-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.885%	0.763%	264,290	2,000	2024-10-31
iShares Russell 2000 Value ETF	0.881%	-0.133%	262,340	-348	2024-05-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.866%	-0.144%	257,756	-371	2024-05-30
Columbia Small Cap Growth Inst	0.852%	29.110%	254,085	57,287	2024-07-31
DFA US Small Cap Value I	0.786%	0.000%	233,863	0	2024-03-31
Fidelity® Small Cap Index	0.927%	2.190%	232,437	4,981	2023-09-30
Westwood Mgt SmallCap Value	0.758%	0.000%	225,875	0	2024-03-31
Westwood Quality SmallCap Fund Inst	0.759%	0.000%	225,875	0	2024-03-31
Vanguard Tax-Managed Small Cap Adm	0.807%	0.000%	202,374	0	2023-11-30
Segall Bryant & Hamill Sm Cp Val Ins	0.798%	-11.566%	200,054	-26,165	2024-01-31
SPDR® S&P 600 Small Cap Value ETF	0.787%	0.506%	196,761	990	2023-06-30