Vault-13

AMERICAN WOODMARK CORPORATIO AMWD

COM · Common Stock · CUSIP 030506109

195 institutional holders +24 vs Q1 2023
15,049,89215.0m shares reported held*
$1.1bnreported value*
38 new 56 added 73 reduced 14 sold out net sold ≈ $33.8m (-404.7k shares)

* 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 ($11.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $76.16. Options: 6 managers hold calls ($6.4m notional), 4 hold puts ($2.6m).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 163Q4 22: 181Q1 23: 171Q2 23: 195195Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022163
Q4 2022181
Q1 2023171
Q2 2023195

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 92 bought or addedQ4 22: 76 cut or sold outQ4 22Q1 23: 74 bought or addedQ1 23: 91 cut or sold outQ1 23Q2 23: 94 bought or addedQ2 23: 87 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20229276
Q1 20237491
Q2 20239487

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6m$8mQ3 22 calls: $2.8mQ3 22 puts: $2.8mQ3 22P/C 1.01Q4 22 calls: $1.3mQ4 22 puts: $3.1mQ4 22P/C 2.30Q1 23 calls: $1.6mQ1 23 puts: $2.1mQ1 23P/C 1.32Q2 23 calls: $6.4mQ2 23 puts: $2.6mQ2 23P/C 0.41
Numbers
QuarterCallsPutsP/C
Q3 2022$2.8m$2.8m1.01
Q4 2022$1.3m$3.1m2.30
Q1 2023$1.6m$2.1m1.32
Q2 2023$6.4m$2.6m0.41

Biggest buyers

PICTET ASSET MANAGEMENT SA New +116,429+116.4k
MARSHALL WACE, LLP Added +67,077+67.1k
Empowered Funds, LLC New +57,944+57.9k
Invesco Ltd. Added +56,122+56.1k
D. E. Shaw & Co., Inc. Added +51,962+52.0k
CITADEL ADVISORS LLC Added +50,116+50.1k
EMC Capital Management Added +38,508+38.5k
Mesirow Institutional Investment Management, Inc. Added +26,290+26.3k
DIMENSIONAL FUND ADVISORS LP Added +22,093+22.1k
PINNACLE ASSOCIATES LTD New +20,026+20.0k

Biggest sellers

PZENA INVESTMENT MANAGEMENT LLC Reduced -224,890-224.9k
Broad Run Investment Management, LLC Reduced -165,419-165.4k
FRONTIER CAPITAL MANAGEMENT CO LLC Sold out -98,784-98.8k
EVR Research LP Sold out -86,000-86.0k
MILLENNIUM MANAGEMENT LLC Reduced -75,740-75.7k
WCM INVESTMENT MANAGEMENT, LLC Reduced -49,875-49.9k
COOKE & BIELER LP Reduced -46,465-46.5k
RAYMOND JAMES & ASSOCIATES Sold out -46,380-46.4k
Pacer Advisors, Inc. Reduced -34,738-34.7k
REDWOOD CAPITAL MANAGEMENT, LLC Sold out -30,000-30.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $3.3m43.5k shares
CITADEL ADVISORS LLC Added $2.7m35.8k shares
SIMPLEX TRADING, LLC Added $183.0k2.4k shares
Walleye Capital LLC New $68.7k900 shares
GROUP ONE TRADING LLC New $53.5k700 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.9m24.6k shares
CITADEL ADVISORS LLC Reduced $710.2k9.3k shares
SIMPLEX TRADING, LLC Reduced $7.0k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution -1.0 pts · filed 2025-10-17 15.0% -1.0 pts 2.2m 2025-10-17
PZENA INVESTMENT MANAGEMENT LLC 13G · institution +3.4 pts · filed 2026-04-02 11.3% +3.4 pts 1.6m 2026-04-02

Fell to 5% or below in the last year: ALLIANCEBERNSTEIN L.P. (0.0%, 2026-08-14), DIMENSIONAL FUND ADVISORS LP (0.0%, 2026-07-14), VANGUARD GROUP INC (0.0%, 2026-03-26), COOKE & BIELER LP (1.8%, 2026-02-17)

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 2,680,6602.7m $204.7m $204.7m 0.01% Reduced -24.2k -24,231
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,581,9751.6m $120.8m $120.8m 0.00% Reduced -12.9k -12,884
3 COOKE & BIELER LP 0.80% of their portfolio PHILADELPHIA, PA 1,130,2161.1m $86.3m $86.3m 0.80% Reduced -46.5k -46,465
4 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 1,111,7421.1m $84.9m $84.9m 0.03% Added +22.1k +22,093
5 PZENA INVESTMENT MANAGEMENT LLC 0.23% of their portfolio NEW YORK, NY 697,198697.2k $53.2m $53.2m 0.23% Reduced -224.9k -224,890
6 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 658,352658.4k $50.3m $50.3m 0.01% Added +2.1k +2,133
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 613,870613.9k $46.9m $46.9m 0.00% Added +4.0k +3,959
8 Broad Run Investment Management, LLC 5.00% of their portfolio ARLINGTON, VA 553,195553.2k $42.2m $42.2m 5.00% Reduced -165.4k -165,419
9 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.91% of their portfolio TEANECK, NJ 375,730375.7k $28.7m $28.7m 0.91% Added +4.9k +4,896
10 WCM INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio LAGUNA BEACH, CA 371,810371.8k $28.6m $28.6m 0.09% Reduced -49.9k -49,875
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 335,034335.0k $25.6m $25.6m 0.00% Added +10.7k +10,674
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 305,970306.0k $23.4m $23.4m 0.01% Added +303 +303
13 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 259,023259.0k $19.8m $19.8m 0.00% Reduced -17.3k -17,343
14 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 206,236206.2k $15.8m $15.8m 0.00% Added +56.1k +56,122
15 Tributary Capital Management, LLC 1.36% of their portfolio OMAHA, NE 198,557198.6k $15.2m $15.2m 1.36% Reduced -3.1k -3,069
16 Pacer Advisors, Inc. 0.06% of their portfolio Malvern, PA 197,875197.9k $15.1m $15.1m 0.06% Reduced -34.7k -34,738
17 Mesirow Institutional Investment Management, Inc. 1.51% of their portfolio CHICAGO, IL 191,900191.9k $14.7m $14.7m 1.51% Added +26.3k +26,290
18 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 154,059154.1k $11.8m $11.8m 0.00% Reduced -1.6k -1,581
19 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.28% of their portfolio HOUSTON, TX 151,344151.3k $11.6m $11.6m 0.28% Added +13.9k +13,884
20 NORGES BANK 0.00% of their portfolio OSLO, Q8 143,686143.7k $11.0m $11.0m 0.00% Unchanged
21 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 136,864136.9k $10.5m $10.5m 0.01% Reduced -75.7k -75,740
22 LSV ASSET MANAGEMENT 0.02% of their portfolio CHICAGO, IL 132,620132.6k $10.1m $10.1m 0.02% Reduced -20.9k -20,890
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 127,645127.6k $9.7m $9.7m 0.00% Reduced -18.3k -18,308
24 PICTET ASSET MANAGEMENT SA 0.01% of their portfolio GENEVA 73, V8 116,429116.4k $8.9m $8.9m 0.01% New
25 GRACE & WHITE INC /NY 1.52% of their portfolio NY, NY 107,895107.9k $8.2m $8.2m 1.52% Reduced -3.1k -3,100
26 AMERICAN FINANCIAL GROUP INC 2.52% of their portfolio CINCINNATI, OH 106,917106.9k $8.2m $8.2m 2.52% Unchanged
27 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 97,39397.4k $7.4m $7.4m 0.01% Reduced -3.2k -3,205
28 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 96,12296.1k $7.3m $7.3m 0.02% Added +67.1k +67,077
29 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 81,95482.0k $6.3m $6.3m 0.01% Reduced -10.8k -10,782
30 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 78,92778.9k $6.0m $6.0m 0.01% Added +50.1k +50,116
31 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 70,88470.9k $5.4m $5.4m 0.01% Added +52.0k +51,962
32 D.A. DAVIDSON & CO. 0.05% of their portfolio GREAT FALLS, MT 63,08163.1k $4.8m $4.8m 0.05% Unchanged
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 60,23560.2k $4.6m $4.6m 0.00% Added +2.0k +2,043
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 59,94959.9k $4.6m $4.6m 0.00% Reduced -7.8k -7,848
35 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 58,97959.0k $4.5m $4.5m 0.00% Reduced -3.3k -3,288
36 Empowered Funds, LLC 0.16% of their portfolio NEWTOWN SQUARE, PA 57,94457.9k $4.4m $4.4m 0.16% New
37 EA Series Trust 0.16% of their portfolio HAVERTOWN, PA 57,94457.9k $4.4m $4.4m 0.16% First filing
38 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 55,06055.1k $4.2m $4.2m 0.01% Added +3.5k +3,496
39 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 54,95055.0k $4.2m $4.2m 0.00% Reduced -1.3k -1,255
40 Assenagon Asset Management S.A. 0.02% of their portfolio SENNINGERBERG, N4 54,37154.4k $4.2m $4.2m 0.02% Reduced -24.9k -24,950
41 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 53,33653.3k $4.1m $4.1m 0.00% Added +7.9k +7,922
42 Cubist Systematic Strategies, LLC 0.04% of their portfolio STAMFORD, CT 49,03249.0k $3.7m $3.7m 0.04% Added +10.4k +10,422
43 Legal & General Group Plc 0.00% of their portfolio London, X0 48,04248.0k $3.7m $3.7m 0.00% Reduced -196 -196
44 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 46,63046.6k $3.6m $3.6m 0.00% Reduced -737 -737
45 First Eagle Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 45,98746.0k $3.5m $3.5m 0.01% Added +16.0k +15,987
46 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 41,48941.5k $3.2m $3.2m 0.01% Added +7.1k +7,066
47 EMC Capital Management 0.10% of their portfolio HOUSTON, TX 40,61340.6k $126.0k $126.0k 0.10% Added +38.5k +38,508
48 South Dakota Investment Council 0.06% of their portfolio SIOUX FALLS, SD 39,41739.4k $3.0m $3.0m 0.06% Reduced -3.2k -3,200
49 Swiss National Bank 0.00% of their portfolio ZURICH, V8 36,20036.2k $2.8m $2.8m 0.00% Added +300 +300
50 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 31,40031.4k $2.4m $2.4m 0.01% Added +11.6k +11,600
51 Public Sector Pension Investment Board 0.02% of their portfolio MONTREAL, A8 29,52729.5k $2.3m $2.3m 0.02% Added +293 +293
52 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 28,93328.9k $2.2m $2.2m 0.00% Reduced -2.7k -2,733
53 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 28,37128.4k $2.2m $2.2m 0.00% Reduced -15.0k -15,030
54 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 27,29027.3k $2.1m $2.1m 0.00% Added +17.1k +17,054
55 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 26,09026.1k $2.0m $2.0m 0.00% Added +2.6k +2,572
56 TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio AUSTIN, TX 24,04824.0k $1.8m $1.8m 0.01% Reduced -11.9k -11,882
57 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 21,23521.2k $1.6m $1.6m 0.00% Reduced -891 -891
58 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 21,20221.2k $1.6m $1.6m 0.00% Unchanged
59 Prescott Group Capital Management, L.L.C. 0.35% of their portfolio Tulsa, OK 21,00021.0k $1.6m $1.6m 0.35% Unchanged
60 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 20,18220.2k $1.5m $1.5m 0.00% Reduced -563 -563
61 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 20,10020.1k $1.5m $1.5m 0.00% Added +371 +371
62 PINNACLE ASSOCIATES LTD 0.03% of their portfolio NEW YORK, NY 20,02620.0k $1.5m $1.5m 0.03% New
63 AXA S.A. 0.00% of their portfolio PARIS, I0 19,60019.6k $1.5m $1.5m 0.00% New
64 CORNERCAP INVESTMENT COUNSEL INC 0.26% of their portfolio Atlanta, GA 19,60019.6k $1.5m $1.5m 0.26% Unchanged
65 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 19,45519.5k $1.5m $1.5m 0.00% Added +5.8k +5,819
66 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 19,30019.3k $1.5m $1.5m 0.00% Unchanged
67 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio HARRISBURG, PA 18,80418.8k $1.4m $1.4m 0.01% Added +1.2k +1,204
68 DEAN INVESTMENT ASSOCIATES, LLC 0.23% of their portfolio BEAVERCREEK, OH 18,67718.7k $1.4m $1.4m 0.23% Reduced -24.9k -24,851
69 Informed Momentum Co LLC 0.26% of their portfolio SOLANA BEACH, CA 18,12618.1k $1.4m $1.4m 0.26% New
70 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 16,92316.9k $1.3m $1.3m 0.01% Reduced -667 -667
71 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 16,92316.9k $1.3m $1.3m 0.01% Reduced -667 -667
72 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 16,69116.7k $1.3m $1.3m 0.00% Added +2.8k +2,756
73 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 16,20716.2k $1.2m $1.2m 0.01% New
74 UBS Group AG 0.00% of their portfolio ZURICH, V8 16,11616.1k $1.2m $1.2m 0.00% Added +7.8k +7,772
75 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 15,90915.9k $828.4k $828.4k 0.00% Unchanged
76 Jump Financial, LLC 0.04% of their portfolio Chicago, IL 15,20015.2k $1.2m $1.2m 0.04% Reduced -1.3k -1,300
77 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 15,14315.1k $1.2m $1.2m 0.00% Added +5.3k +5,333
78 SummerHaven Investment Management, LLC 0.73% of their portfolio STAMFORD, CT 15,07315.1k $1.2m $1.2m 0.73% Reduced -2.4k -2,353
79 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 15,07115.1k $1.2m $1.2m 0.00% Added +2.2k +2,190
80 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 15,01215.0k $1.1m $1.1m 0.00% Reduced -873 -873
81 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 14,96615.0k $1.1m $1.1m 0.00% Reduced -1.6k -1,608
82 TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio AUSTIN, TX 14,64714.6k $1.1m $1.1m 0.01% Reduced -260 -260
83 WINTON GROUP Ltd 0.09% of their portfolio LONDON, X0 13,92313.9k $1.1m $1.1m 0.09% Added +4.5k +4,459
84 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 13,91813.9k $1.1m $1.1m 0.00% Added +270 +270
85 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,86913.9k $1.1m $1.1m 0.00% Added +9.0k +9,022
86 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 13,79913.8k $1.1m $1.1m 0.00% Added +4.8k +4,837
87 Keeley-Teton Advisors, LLC 0.13% of their portfolio Chicago, IL 13,55013.6k $1.0m $1.0m 0.13% Reduced -546 -546
88 INDEPENDENT FINANCIAL GROUP, LLC 0.07% of their portfolio SAN DIEGO, CA 12,79912.8k $977.5k $977.5k 0.07% Added +400 +400
89 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 11,66311.7k $890.7k $890.7k 0.00% Added +3.2k +3,203
90 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,65011.7k $889.7k $889.7k 0.00% Reduced -10.4k -10,384
91 Trexquant Investment LP 0.02% of their portfolio STAMFORD, CT 11,47511.5k $876.3k $876.3k 0.02% Reduced -9.7k -9,698
92 State of Alaska, Department of Revenue 0.01% of their portfolio JUNEAU, AK 10,94610.9k $835.0k $835.0k 0.01% Reduced -451 -451
93 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 10,71110.7k $818.0k $818.0k 0.00% Unchanged
94 State of Tennessee, Department of Treasury 0.00% of their portfolio NASHVILLE, TN 10,20610.2k $779.4k $779.4k 0.00% Added +952 +952
95 Alpha DNA Investment Management LLC 0.44% of their portfolio Columbia, MD 10,20410.2k $779.3k $779.3k 0.44% New
96 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,15510.2k $775.5k $775.5k 0.00% New
97 Alberta Investment Management Corp 0.01% of their portfolio EDMONTON, A0 9,3209.3k $711.8k $711.8k 0.01% Unchanged
98 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 9,3189.3k $711.6k $711.6k 0.00% New
99 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 9,1249.1k $696.8k $696.8k 0.00% Reduced -5.0k -4,961
100 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 8,9468.9k $683.2k $683.2k 0.00% Reduced -80 -80