AZZ INC AZZ
COM · Common Stock · CUSIP 002474104
- SectorIndustrials
- IndustryCoating, Engraving & Allied Services
- HeadquartersFort Worth, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($13.4m this quarter). Holder counts are more reliable. Shares outstanding: 29.9m as of 2026-04-16, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $125.09. Options: 6 managers hold calls ($8.1m notional), 3 hold puts ($738.3k).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 191 |
| Q4 2022 | 186 |
| Q1 2023 | 177 |
| Q2 2023 | 184 |
| Q3 2023 | 181 |
| Q4 2023 | 194 |
| Q1 2024 | 210 |
| Q2 2024 | 254 |
| Q3 2024 | 256 |
| Q4 2024 | 237 |
| Q1 2025 | 237 |
| Q2 2025 | 263 |
| Q3 2025 | 333 |
| Q4 2025 | 317 |
| Q1 2026 | 337 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 165 | 79 |
| Q3 2024 | 114 | 121 |
| Q4 2024 | 117 | 106 |
| Q1 2025 | 97 | 111 |
| Q2 2025 | 130 | 115 |
| Q3 2025 | 185 | 122 |
| Q4 2025 | 162 | 152 |
| Q1 2026 | 174 | 135 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $4.1m | $519.6k | 0.13 |
| Q3 2025 | $2.7m | $785.7k | 0.29 |
| Q4 2025 | $1.4m | $686.0k | 0.50 |
| Q1 2026 | $8.1m | $738.3k | 0.09 |
Biggest buyers
| Capital World Investors | New | +490.1k |
| TWO SIGMA INVESTMENTS, LP | New | +226.7k |
| AMERIPRISE FINANCIAL INC | Added | +149.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +68.2k |
| JANE STREET GROUP, LLC | New | +61.3k |
| JANUS HENDERSON GROUP PLC | Added | +54.6k |
| Abacus FCF Advisors LLC | New | +46.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | New | +45.4k |
| Informed Momentum Co LLC | New | +42.2k |
| Qube Research & Technologies Ltd | Added | +39.5k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -599.1k |
| Capital International Investors | Reduced | -570.0k |
| Skandinaviska Enskilda Banken AB (publ) | Sold out | -299.1k |
| GAMCO INVESTORS, INC. ET AL | Reduced | -136.2k |
| MORGAN STANLEY | Reduced | -120.7k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -117.4k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Sold out | -104.5k |
| SEGALL BRYANT & HAMILL, LLC | Reduced | -67.4k |
| Nitorum Capital, L.P. | Reduced | -62.4k |
| WESTWOOD HOLDINGS GROUP INC | Reduced | -50.4k |
Biggest calls
| PEAK6 LLC | Added | $6.3m50.0k shares |
| CITADEL ADVISORS LLC | Added | $788.3k6.3k shares |
| CenterStar Asset Management, LLC | New | $312.8k2.5k shares |
| JANE STREET GROUP, LLC | Reduced | $262.8k2.1k shares |
| IMC-Chicago, LLC | New | $225.2k1.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $212.7k1.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $488.0k3.9k shares |
| CITADEL ADVISORS LLC | Reduced | $225.2k1.8k shares |
| SIMPLEX TRADING, LLC | New | $25.0k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-07-18 | 14.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 6.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: T. Rowe Price Investment Management, Inc. (4.6%, 2026-08-14), FMR LLC (4.8%, 2026-08-06), Capital International Investors (4.8%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 4 | $36.8k | 0 | — | — |
| Q3 2024 | 0 | — | 2 | $2.1m | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $4.5m | — |
| Q3 2025 | 0 | — | 3 | $5.2m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 2 | $4.2m | $397.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-11 | Mackey Tara D Chief Legal Officer | Sold plan | $397.5k2.9k shares |
| 2026-02-03 | FERGUSON THOMAS E President and CEO, director | Sold | $3.2m25.0k shares |
| 2026-01-21 | Mackey Tara D Chief Legal Officer | Sold | $353.3k2.8k shares |
| 2026-01-09 | Mackey Tara D Chief Legal Officer | Sold | $187.3k1.6k shares |
| 2026-01-08 | Mackey Tara D Chief Legal Officer | Sold | $118.7k1.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 4.4m $553.8m | Added +33.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.8m $225.4m | First filing |
| FMR LLC 0.01% of their portfolio | 1.6m $200.6m | Added +14.3k |
| T. Rowe Price Investment Management, Inc. 0.13% of their portfolio | 1.6m $194.9m | Reduced -599.1k |
| Capital International Investors 0.04% of their portfolio | 1.4m $180.2m | Reduced -570.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.3m $167.6m | First filing |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $141.7m | Added +21.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.1m $133.2m | Reduced -117.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 732.4k $91.7m | Added +20.0k |
| MORGAN STANLEY 0.00% of their portfolio | 650.7k $81.4m | Reduced -120.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 523.2k $65.5m | Reduced -26.1k |
| Capital World Investors 0.01% of their portfolio | 490.1k $61.3m | New |
| Copeland Capital Management, LLC 1.27% of their portfolio | 458.1k $57.3m | Reduced -8.0k |
| WESTWOOD HOLDINGS GROUP INC 0.42% of their portfolio | 457.9k $57.3m | Reduced -50.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 383.7k $48.0m | Added +68.2k |
| SEGALL BRYANT & HAMILL, LLC 0.68% of their portfolio | 381.4k $47.7m | Reduced -67.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 366.4k $45.8m | Added +1.4k |
| GAMCO INVESTORS, INC. ET AL 0.45% of their portfolio | 363.4k $45.5m | Reduced -136.2k |
| SEB Asset Management AB 0.19% of their portfolio | 362.0k $45.3m | First filing |
| NORTHERN TRUST CORP 0.01% of their portfolio | 361.0k $45.2m | Added +807 |
| Harvey Partners, LLC 3.57% of their portfolio | 351.5k $44.0m | Reduced -13.1k |
| Invesco Ltd. 0.00% of their portfolio | 332.9k $41.7m | Added +24.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 285.9k $35.8m | Reduced -37.1k |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 285.8k $35.8m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 249.8k $31.3m | Added +149.2k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.63% of their portfolio | 237.1k $29.7m | Reduced -3.2k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 226.7k $28.4m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 221.9k $27.8m | Reduced -4.3k |
| Boston Partners 0.03% of their portfolio | 215.2k $27.0m | Reduced -14.6k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 208.1k $26.0m | First filing |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 197.0k $24.9m | Reduced -35.5k |
| Aberdeen Group plc 0.04% of their portfolio | 183.5k $23.0m | Added +11.6k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.10% of their portfolio | 183.4k $23.0m | Reduced -725 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 167.3k $20.9m | Reduced -4.4k |
| GABELLI FUNDS LLC 0.14% of their portfolio | 167.2k $20.9m | Reduced -37.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 141.1k $17.1m | Reduced -16.8k |
| Pacer Advisors, Inc. 0.05% of their portfolio | 138.0k $17.3m | Reduced -11.7k |
| Public Sector Pension Investment Board 0.05% of their portfolio | 129.8k $16.2m | Added +7.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 118.2k $14.8m | Reduced -6.5k |
| CRAWFORD INVESTMENT COUNSEL INC 0.24% of their portfolio | 113.4k $14.2m | Reduced -3.8k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 108.3k $13.6m | Added +39.5k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 102.0k $12.8m | Added +34.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.09% of their portfolio | 101.6k $12.7m | Reduced -11.3k |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 96.1k $12.0m | Reduced -33.0k |
| SPEECE THORSON CAPITAL GROUP INC 2.64% of their portfolio | 92.6k $11.6m | Reduced -20.7k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 88.3k $11.0m | Added +54.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 82.4k $10.1m | Reduced -4.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 80.7k $10.1m | Added +1.9k |
| Nuveen, LLC 0.00% of their portfolio | 79.5k $10.0m | Added +8.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 78.0k $9.8m | Added +11.7k |
| UBS Group AG 0.00% of their portfolio | 71.4k $8.9m | Added +31.7k |
| Pier Capital, LLC 1.44% of their portfolio | 69.7k $8.7m | Reduced -1.3k |
| Legal & General Group Plc 0.00% of their portfolio | 66.7k $8.3m | Reduced -6.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 66.1k $8.3m | Added +2.3k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 65.0k $8.1m | Added +14.5k |
| HighTower Advisors, LLC 0.01% of their portfolio | 63.1k $7.9m | Added +1.8k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 61.3k $7.7m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 59.6k $7.5m | Reduced -102 |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 59.3k $7.4m | Added +13.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 57.0k $7.1m | Added +22.7k |
| Robeco Schweiz AG 0.15% of their portfolio | 56.6k $7.1m | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 56.1k $7.0m | Reduced -300 |
| Ballast Asset Management, LP 3.12% of their portfolio | 56.1k $7.0m | Added +1.4k |
| SG Capital Management LLC 0.55% of their portfolio | 53.0k $6.6m | Added +11.3k |
| Uniplan Investment Counsel, Inc. 0.64% of their portfolio | 50.1k $6.3m | Reduced -3.6k |
| Abacus FCF Advisors LLC 1.30% of their portfolio | 46.0k $5.8m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 45.4k $5.5m | New |
| Asset Management One Co., Ltd. 0.02% of their portfolio | 43.3k $5.4m | Reduced -8.1k |
| Informed Momentum Co LLC 0.61% of their portfolio | 42.2k $5.3m | New |
| ASSETMARK, INC 0.01% of their portfolio | 39.0k $4.9m | Added +38.5k |
| TD Asset Management Inc 0.00% of their portfolio | 37.2k $4.7m | Reduced -5.1k |
| Emerald Investment Advisers, LLC 0.41% of their portfolio | 36.8k $4.6m | First filing |
| ALGERT GLOBAL LLC 0.07% of their portfolio | 36.5k $4.6m | Reduced -15.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 36.4k $4.6m | Reduced -9.7k |
| De Lisle Partners LLP 0.54% of their portfolio | 36.1k $4.5m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 34.4k $3.7m | Reduced -714 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 33.9k $4.2m | Added +7.8k |
| CREDIT AGRICOLE S A 0.01% of their portfolio | 33.6k $4.2m | Unchanged |
| Harvest Investment Services, LLC 0.74% of their portfolio | 32.5k $4.1m | Reduced -2.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 32.1k $4.0m | Added +5.2k |
| BESSEMER GROUP INC 0.01% of their portfolio | 32.1k $4.0m | Added +40 |
| Granite Investment Partners, LLC 0.24% of their portfolio | 31.5k $3.9m | Reduced -6.2k |
| SIT INVESTMENT ASSOCIATES INC 0.08% of their portfolio | 31.3k $3.9m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 30.5k $3.8m | Added +2.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 29.8k $3.7m | Reduced -21.3k |
| Riverwater Partners LLC 1.24% of their portfolio | 29.7k $3.7m | Added +10.2k |
| Smith Group Asset Management, LLC 0.19% of their portfolio | 29.2k $3.7m | Added +2.9k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 29.1k $3.6m | Added +26.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 28.6k $3.6m | Added +11.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 28.6k $3.6m | Added +2.3k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio | 27.8k $3.5m | Added +11.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 27.5k $3.4m | Reduced -5.3k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 27.4k $3.4m | Added +14.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 27.3k $3.4m | First filing |
| Nitorum Capital, L.P. 2.88% of their portfolio | 26.2k $3.3m | Reduced -62.4k |
| HARBOR CAPITAL ADVISORS, INC. 0.26% of their portfolio | 25.5k $3.2m | Added +21.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 25.5k $3.2m | Reduced -974 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.42% of their portfolio | 24.9k $3.1m | Unchanged |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 24.1k $3.0m | Reduced -825 |
| RITHOLTZ WEALTH MANAGEMENT 0.05% of their portfolio | 23.5k $2.9m | Added +13.3k |