AZZ Institutional Ownership
AZZ Inc.
1W: +1.2%
1M: +1.6%
3M: -2.8%
YTD: +25.2%
1Y: +39.1%
3Y: +209.4%
5Y: +174.6%
$137.29
+3.90 (+2.92%)
Weekly Expected Move ±4.7%
$120
$126
$132
$139
$145
Credit Risk of going bust: lower than 80% of companies Debt: 12.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.09 (down 99.2%), AZZ Inc. would be worth roughly what it owes.
Total debt $560.4M against a stock market value of $4.13B.
Distance to default 9.66 (Merton model): prices to 2026-10-27, balance sheet 2026-08-31, debt counted $234.2M (short-term plus half of long-term), stock volatility 31.8%; Altman Z'' 4.32. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.09 (down 99.2%), AZZ Inc. would be worth roughly what it owes.
Total debt $560.4M against a stock market value of $4.13B.
Distance to default 9.66 (Merton model): prices to 2026-10-27, balance sheet 2026-08-31, debt counted $234.2M (short-term plus half of long-term), stock volatility 31.8%; Altman Z'' 4.32. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — AZZ
392
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
58
New Positions
134
Increased
149
Reduced
28
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (424 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,642,862 | $637M | +217,168 | +4.9% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,781,775 | $245M | -19,886 | -1.1% | 2Q | SEC ↗ |
| 3 | FMR LLC | 1,450,299 | $199M | -153,051 | -9.5% | 104Q | SEC ↗ |
| 4 | T. Rowe Price Investment Management, I | 1,385,963 | $190M | -171,981 | -11.0% | 17Q | SEC ↗ |
| 5 | Capital International Investors | 1,375,758 | $189M | -64,092 | -4.5% | 6Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1,300,917 | $179M | -38,234 | -2.9% | 2Q | SEC ↗ |
| 7 | STATE STREET CORP | 1,195,870 | $164M | +63,565 | +5.6% | 43Q | SEC ↗ |
| 8 | Invesco Ltd. | 935,620 | $128M | +602,673 | +181.0% | 77Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 924,752 | $127M | -140,005 | -13.1% | 102Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 775,035 | $106M | +42,607 | +5.8% | 79Q | SEC ↗ |
| 11 | PRICE T ROWE ASSOCIATES INC /MD | 677,255 | $93M | +293,524 | +76.5% | 16Q | SEC ↗ |
| 12 | MORGAN STANLEY | 584,482 | $80M | -66,214 | -10.2% | 60Q | SEC ↗ |
| 13 | Capital World Investors | 503,855 | $69M | +13,746 | +2.8% | 2Q | SEC ↗ |
| 14 | Copeland Capital Management, LLC | 435,558 | $60M | -22,586 | -4.9% | 4Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 381,012 | $52M | +20,022 | +5.5% | 104Q | SEC ↗ |
| 16 | WESTWOOD HOLDINGS GROUP INC | 367,602 | $50M | -90,293 | -19.7% | 21Q | SEC ↗ |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 366,042 | $50M | -342 | -0.1% | 15Q | SEC ↗ |
| 18 | Sixth Street Partners Management Compa NEW | 366,042 | $50M | — | +0.0% | 1Q | SEC ↗ |
| 19 | GAMCO INVESTORS, INC. ET AL | 338,991 | $47M | -24,380 | -6.7% | 16Q | SEC ↗ |
| 20 | Harvey Partners, LLC | 323,137 | $44M | -28,363 | -8.1% | 23Q | SEC ↗ |
| 21 | FEDERATED HERMES, INC. | 285,800 | $39M | — | +0.0% | 11Q | SEC ↗ |
| 22 | SEB Asset Management AB | 272,499 | $37M | -89,504 | -24.7% | 2Q | SEC ↗ |
| 23 | SEGALL BRYANT & HAMILL, LLC | 269,267 | $37M | -112,095 | -29.4% | 52Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 268,830 | $37M | +19,011 | +7.6% | 16Q | SEC ↗ |
| 25 | FULLER & THALER ASSET MANAGEMENT, INC. NEW | 258,907 | $36M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 231,010 | $32M | +9,123 | +4.1% | 76Q | SEC ↗ |
| 27 | KENNEDY CAPITAL MANAGEMENT LLC | 230,463 | $32M | -6,606 | -2.8% | 24Q | SEC ↗ |
| 28 | Boston Partners | 222,294 | $31M | +7,088 | +3.3% | 9Q | SEC ↗ |
| 29 | VANGUARD FIDUCIARY TRUST CO | 213,234 | $29M | +5,155 | +2.5% | 2Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 209,644 | $29M | -76,216 | -26.7% | 15Q | SEC ↗ |
| 31 | KING LUTHER CAPITAL MANAGEMENT CORP | 182,816 | $25M | -599 | -0.3% | 25Q | SEC ↗ |
| 32 | Allspring Global Investments Holdings, | 173,714 | $24M | -23,250 | -11.8% | 5Q | SEC ↗ |
| 33 | PRINCIPAL FINANCIAL GROUP INC | 169,296 | $23M | +2,003 | +1.2% | 76Q | SEC ↗ |
| 34 | GABELLI FUNDS LLC | 167,270 | $23M | +32 | +0.0% | 59Q | SEC ↗ |
| 35 | Balyasny Asset Management L.P. NEW | 158,310 | $22M | — | +0.0% | 1Q | SEC ↗ |
| 36 | TWO SIGMA INVESTMENTS, LP | 155,785 | $21M | -70,869 | -31.3% | 2Q | SEC ↗ |
| 37 | Aberdeen Group plc | 155,273 | $21M | -28,237 | -15.4% | 3Q | SEC ↗ |
| 38 | GOLDMAN SACHS GROUP INC | 142,970 | $20M | +24,728 | +20.9% | 15Q | SEC ↗ |
| 39 | WELLINGTON MANAGEMENT GROUP LLP | 140,899 | $19M | -382,274 | -73.1% | 8Q | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 139,686 | $19M | +31,370 | +29.0% | 4Q | SEC ↗ |
| 41 | Nuveen, LLC | 137,825 | $19M | +58,289 | +73.3% | 6Q | SEC ↗ |
| 42 | Public Sector Pension Investment Board | 124,009 | $17M | -5,810 | -4.5% | 68Q | SEC ↗ |
| 43 | JPMORGAN CHASE & CO | 120,083 | $16M | -21,058 | -14.9% | 47Q | SEC ↗ |
| 44 | CRAWFORD INVESTMENT COUNSEL INC | 110,213 | $15M | -3,155 | -2.8% | 19Q | SEC ↗ |
| 45 | Robeco Schweiz AG | 109,075 | $15M | +52,475 | +92.7% | 4Q | SEC ↗ |
| 46 | Pacer Advisors, Inc. | 106,872 | $15M | -31,096 | -22.5% | 4Q | SEC ↗ |
| 47 | Jupiter Topco LLC NEW | 94,084 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 48 | ALGERT GLOBAL LLC | 88,540 | $12M | +52,030 | +142.5% | 5Q | SEC ↗ |
| 49 | JANUS HENDERSON GROUP PLC | 88,273 | $12M | +54,590 | +162.1% | 18Q | SEC ↗ |
| 50 | FIRST TRUST ADVISORS LP | 80,473 | $11M | +15,471 | +23.8% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 366,042 | $50M |
| FULLER & THALER ASSET MANAGEMENT, I | 258,907 | $36M |
| Balyasny Asset Management L.P. | 158,310 | $22M |
| Jupiter Topco LLC | 94,084 | $13M |
| XTX Topco Ltd | 28,454 | $4M |
| CROWN ADVISORS MANAGEMENT, INC. | 20,000 | $3M |
| G2 Investment Partners Management L | 15,000 | $2M |
| PDT Partners, LLC | 10,300 | $1M |
| 1060 Capital, LLC | 10,000 | $1M |
| IMC-Chicago, LLC | 6,729 | $924K |
| STEVENS CAPITAL MANAGEMENT LP | 5,343 | $734K |
| Western Wealth Management, LLC | 4,100 | $563K |
| Procyon Advisors, LLC | 4,078 | $560K |
| BOOTHBAY FUND MANAGEMENT, LLC | 3,953 | $543K |
| OPPENHEIMER & CO INC | 3,648 | $501K |
| MACKENZIE FINANCIAL CORP | 3,359 | $461K |
| Caprock Group, LLC | 3,208 | $440K |
| Transcendent Capital Group LLC | 2,763 | $379K |
| ACADIAN ASSET MANAGEMENT LLC | 2,279 | $313K |
| LVW Advisors, LLC | 2,117 | $291K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Skandinaviska Enskilda Banken AB (p | 299,147 | $41M |
| INTRINSIC EDGE CAPITAL MANAGEMENT L | 104,500 | $14M |
| SILVERCREST ASSET MANAGEMENT GROUP | 101,626 | $14M |
| JANE STREET GROUP, LLC | 61,293 | $8M |
| MILLENNIUM MANAGEMENT LLC | 59,290 | $8M |
| Hillsdale Investment Management Inc | 44,800 | $6M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | 31,300 | $4M |
| F/m Investments LLC | 30,404 | $4M |
| ExodusPoint Capital Management, LP | 20,098 | $3M |
| Verition Fund Management LLC | 19,106 | $3M |
| Mariner, LLC | 7,157 | $983K |
| Westwood Wealth Management | 7,000 | $961K |
| JOHNSON INVESTMENT COUNSEL INC | 6,698 | $920K |
| Versor Investments LP | 6,403 | $879K |
| DARK FOREST CAPITAL MANAGEMENT LP | 6,009 | $825K |
| Quadrature Capital Ltd | 5,502 | $755K |
| Campbell & CO Investment Adviser LL | 4,543 | $624K |
| Y-Intercept (Hong Kong) Ltd | 4,510 | $619K |
| Empowered Funds, LLC | 4,293 | $589K |
| Gotham Asset Management, LLC | 3,547 | $487K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | +602,673 | +181.0% | 935,620 |
| PRICE T ROWE ASSOCIATES INC /MD | +293,524 | +76.5% | 677,255 |
| BlackRock, Inc. | +217,168 | +4.9% | 4,642,862 |
| STATE STREET CORP | +63,565 | +5.6% | 1,195,870 |
| Nuveen, LLC | +58,289 | +73.3% | 137,825 |
| JANUS HENDERSON GROUP PLC | +54,590 | +162.1% | 88,273 |
| Robeco Schweiz AG | +52,475 | +92.7% | 109,075 |
| ALGERT GLOBAL LLC | +52,030 | +142.5% | 88,540 |
| CITIGROUP INC | +44,740 | +640.5% | 51,725 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | +44,165 | +1214.0% | 47,803 |
| GEODE CAPITAL MANAGEMENT, LLC | +42,607 | +5.8% | 775,035 |
| Qube Research & Technologies Ltd | +31,370 | +29.0% | 139,686 |
| BNP PARIBAS FINANCIAL MARKETS | +27,771 | +206.0% | 41,249 |
| GOLDMAN SACHS GROUP INC | +24,728 | +20.9% | 142,970 |
| Smith Group Asset Management, LLC | +23,193 | +79.4% | 52,414 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +20,474 | +73.6% | 48,297 |
| NORTHERN TRUST CORP | +20,022 | +5.5% | 381,012 |
| AMERIPRISE FINANCIAL INC | +19,011 | +7.6% | 268,830 |
| WELLS FARGO & COMPANY/MN | +18,297 | +61.5% | 48,057 |
| FIRST TRUST ADVISORS LP | +15,471 | +23.8% | 80,473 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | -382,274 | -73.1% | 140,899 |
| T. Rowe Price Investment Management | -171,981 | -11.0% | 1,385,963 |
| FMR LLC | -153,051 | -9.5% | 1,450,299 |
| DIMENSIONAL FUND ADVISORS LP | -140,005 | -13.1% | 924,752 |
| SEGALL BRYANT & HAMILL, LLC | -112,095 | -29.4% | 269,267 |
| WESTWOOD HOLDINGS GROUP INC | -90,293 | -19.7% | 367,602 |
| SEB Asset Management AB | -89,504 | -24.7% | 272,499 |
| BANK OF AMERICA CORP /DE | -76,216 | -26.7% | 209,644 |
| TWO SIGMA INVESTMENTS, LP | -70,869 | -31.3% | 155,785 |
| MORGAN STANLEY | -66,214 | -10.2% | 584,482 |
| Capital International Investors | -64,092 | -4.5% | 1,375,758 |
| SEI INVESTMENTS CO | -38,995 | -38.2% | 63,032 |
| SG Capital Management LLC | -38,318 | -72.3% | 14,648 |
| VANGUARD CAPITAL MANAGEMENT LLC | -38,234 | -2.9% | 1,300,917 |
| Pacer Advisors, Inc. | -31,096 | -22.5% | 106,872 |
| SPEECE THORSON CAPITAL GROUP INC | -28,867 | -31.2% | 63,750 |
| Harvey Partners, LLC | -28,363 | -8.1% | 323,137 |
| Aberdeen Group plc | -28,237 | -15.4% | 155,273 |
| GAMCO INVESTORS, INC. ET AL | -24,380 | -6.7% | 338,991 |
| Allspring Global Investments Holdin | -23,250 | -11.8% | 173,714 |