ARMSTRONG WORLD INDS INC NEW AWI
COM · Common Stock · CUSIP 04247X102
- SectorMaterials
- IndustryPlastics Products, NEC
- HeadquartersLancaster, PA
- Founded1860
- Websitearmstrongceilings.com
- 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 ($12.7m this quarter). Holder counts are more reliable. Shares outstanding: 42.7m as of 2026-04-23, 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 ≈ $164.65. Options: 4 managers hold calls ($16.9m notional), 3 hold puts ($2.4m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 253 |
| Q4 2022 | 263 |
| Q1 2023 | 267 |
| Q2 2023 | 258 |
| Q3 2023 | 255 |
| Q4 2023 | 283 |
| Q1 2024 | 326 |
| Q2 2024 | 326 |
| Q3 2024 | 345 |
| Q4 2024 | 366 |
| Q1 2025 | 400 |
| Q2 2025 | 419 |
| Q3 2025 | 499 |
| Q4 2025 | 519 |
| Q1 2026 | 474 |
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 | 179 | 150 |
| Q3 2024 | 180 | 133 |
| Q4 2024 | 173 | 158 |
| Q1 2025 | 205 | 162 |
| Q2 2025 | 205 | 193 |
| Q3 2025 | 274 | 193 |
| Q4 2025 | 241 | 248 |
| Q1 2026 | 224 | 284 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $42.3m | $4.5m | 0.11 |
| Q3 2025 | $66.5m | $8.7m | 0.13 |
| Q4 2025 | $27.7m | $1.9m | 0.07 |
| Q1 2026 | $16.9m | $2.4m | 0.14 |
Biggest buyers
| TWO SIGMA INVESTMENTS, LP | Added | +545.9k |
| Egerton Capital (UK) LLP | New | +448.0k |
| Van Berkom & Associates Inc. | Added | +431.6k |
| JONES FINANCIAL COMPANIES LLLP | Added | +319.0k |
| Allianz Asset Management GmbH | Added | +290.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +287.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +286.6k |
| Junto Capital Management LP | New | +250.4k |
| CITADEL ADVISORS LLC | Added | +249.2k |
| Alyeska Investment Group, L.P. | Added | +207.7k |
Biggest sellers
| Capital International Investors | Reduced | -1.5m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -969.6k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -576.3k |
| Invesco Ltd. | Reduced | -423.8k |
| SurgoCap Partners LP | Sold out | -376.9k |
| Allspring Global Investments Holdings, LLC | Reduced | -228.7k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -220.7k |
| Balyasny Asset Management L.P. | Sold out | -209.3k |
| Corient Private Wealth LP | Reduced | -155.2k |
| LONDON CO OF VIRGINIA | Reduced | -142.9k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $14.9m90.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2m7.2k shares |
| CITADEL ADVISORS LLC | Added | $774.6k4.7k shares |
| SIMPLEX TRADING, LLC | New | $16.5k100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m9.0k shares |
| CITADEL ADVISORS LLC | Reduced | $642.7k3.9k shares |
| IMC-Chicago, LLC | New | $280.2k1.7k 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 | 11.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.2% |
Fell to 5% or below in the last year: Capital International Investors (1.8%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), LONDON CO OF VIRGINIA (4.9%, 2025-11-14)
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 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $47.9k | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $18.9k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | $100.0k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-27 | TEMPLIN ROY W Director | Bought | $100.0k575 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. 0.02% of their portfolio | 5.2m $858.0m | Reduced -94.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 2.2m $368.1m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.9m $316.1m | First filing |
| LONDON CO OF VIRGINIA 1.75% of their portfolio | 1.7m $284.0m | Reduced -142.9k |
| STATE STREET CORP 0.01% of their portfolio | 1.4m $233.2m | Added +41.9k |
| BANK OF MONTREAL /CAN/ 0.08% of their portfolio | 1.2m $201.9m | Reduced -53.8k |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 1.1m $179.9m | Added +158.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.58% of their portfolio | 1.0m $171.6m | Reduced -969.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.0m $166.2m | Reduced -6.8k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.48% of their portfolio | 984.3k $162.2m | Reduced -220.7k |
| NEUBERGER BERMAN GROUP LLC 0.11% of their portfolio | 916.0k $151.0m | Reduced -26.4k |
| Van Berkom & Associates Inc. 2.41% of their portfolio | 893.1k $147.2m | Added +431.6k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 843.0k $138.9m | Reduced -15.1k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 795.3k $131.1m | Added +249.2k |
| TWO SIGMA INVESTMENTS, LP 0.11% of their portfolio | 783.8k $129.2m | Added +545.9k |
| Capital International Investors 0.03% of their portfolio | 776.1k $127.9m | Reduced -1.5m |
| YACKTMAN ASSET MANAGEMENT LP 1.63% of their portfolio | 741.9k $122.3m | Added +195 |
| Alyeska Investment Group, L.P. 0.35% of their portfolio | 741.0k $122.1m | Added +207.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.15% of their portfolio | 575.0k $94.8m | Added +287.0k |
| TIMUCUAN ASSET MANAGEMENT INC/FL 3.42% of their portfolio | 563.5k $92.9m | Reduced -8.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 534.8k $88.1m | Added +12.1k |
| Gates Capital Management, Inc. 2.83% of their portfolio | 498.3k $82.1m | Added +70.5k |
| FMR LLC 0.00% of their portfolio | 461.1k $76.0m | Added +189.4k |
| MORGAN STANLEY 0.00% of their portfolio | 459.2k $75.7m | Reduced -34.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 457.6k $75.4m | Added +22.5k |
| Egerton Capital (UK) LLP 0.82% of their portfolio | 448.0k $73.8m | New |
| Allianz Asset Management GmbH 0.08% of their portfolio | 433.4k $71.4m | Added +290.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 387.3k $63.8m | Added +11.6k |
| Invesco Ltd. 0.01% of their portfolio | 383.8k $63.2m | Reduced -423.8k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 348.4k $57.4m | Added +286.6k |
| NATIXIS ADVISORS, LLC 0.08% of their portfolio | 335.9k $55.4m | Reduced -2.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 323.6k $53.3m | Added +2.1k |
| JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio | 321.2k $52.1m | Added +319.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 291.5k $48.0m | Reduced -2.4k |
| River Road Asset Management, LLC 0.52% of their portfolio | 278.7k $45.9m | Reduced -1.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 277.0k $45.7m | Added +3.2k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 269.6k $44.4m | First filing |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 256.9k $42.3m | Added +11.1k |
| Junto Capital Management LP 0.88% of their portfolio | 250.4k $41.3m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 246.5k $40.6m | Reduced -128.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 240.5k $39.6m | Reduced -18.6k |
| COOKE & BIELER LP 0.42% of their portfolio | 226.5k $37.3m | Added +32.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 224.3k $35.8m | Reduced -37.0k |
| TUDOR INVESTMENT CORP ET AL 0.19% of their portfolio | 212.5k $35.0m | Added +13.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 209.2k $34.5m | Added +4.4k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 206.2k $34.0m | Added +18.7k |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 205.5k $33.9m | New |
| Nuveen, LLC 0.01% of their portfolio | 203.6k $33.6m | Added +10.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 202.1k $33.3m | Added +97.3k |
| Public Sector Pension Investment Board 0.10% of their portfolio | 199.8k $32.9m | Added +17.9k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 198.7k $32.9m | Reduced -228.7k |
| Harvey Partners, LLC 2.62% of their portfolio | 196.0k $32.3m | Added +24.5k |
| Quantinno Capital Management LP 0.05% of their portfolio | 193.8k $31.9m | Reduced -88.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 191.4k $30.6m | Added +67.0k |
| RICE HALL JAMES & ASSOCIATES, LLC 1.62% of their portfolio | 176.9k $29.1m | Added +3.9k |
| Global Alpha Capital Management Ltd. 1.73% of their portfolio | 174.2k $28.7m | Added +14.8k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 169.1k $27.9m | Reduced -19.5k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 4.02% of their portfolio | 168.3k $27.7m | Added +1.5k |
| Woodline Partners LP 0.10% of their portfolio | 167.4k $27.6m | Added +124.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 164.4k $27.1m | Reduced -31.2k |
| Amundi 0.01% of their portfolio | 162.0k $26.7m | Reduced -22.1k |
| Arbejdsmarkedets Tillaegspension 0.63% of their portfolio | 153.0k $25.2m | Added +25.3k |
| SG Capital Management LLC 1.94% of their portfolio | 142.9k $23.5m | New |
| Gotham Asset Management, LLC 0.07% of their portfolio | 142.8k $23.5m | Added +41.5k |
| Squarepoint Ops LLC 0.05% of their portfolio | 140.2k $23.1m | Added +119.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 135.6k $22.3m | Reduced -6.5k |
| UBS Group AG 0.00% of their portfolio | 131.8k $21.7m | Reduced -16.2k |
| SG Americas Securities, LLC 0.02% of their portfolio | 129.7k $21.4m | Added +31.2k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 125.7k $20.7m | Reduced -104.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 121.3k $20.0m | New |
| SCOPUS ASSET MANAGEMENT, L.P. 0.62% of their portfolio | 120.0k $19.8m | Added +60.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 118.7k $19.6m | Added +1.4k |
| Engineers Gate Manager LP 0.24% of their portfolio | 115.3k $19.0m | Added +38.1k |
| ALGERT GLOBAL LLC 0.28% of their portfolio | 111.1k $18.3m | Reduced -2.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 103.2k $17.0m | Added +1.9k |
| Verition Fund Management LLC 0.16% of their portfolio | 102.6k $16.9m | Added +99.9k |
| Legal & General Group Plc 0.00% of their portfolio | 101.1k $16.7m | Reduced -9.4k |
| ING GROEP NV 0.10% of their portfolio | 100.7k $16.6m | Added +58.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 94.2k $15.5m | Added +3.2k |
| Man Group plc 0.03% of their portfolio | 94.2k $15.5m | Added +11.5k |
| Trexquant Investment LP 0.11% of their portfolio | 92.9k $15.3m | Added +25.4k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 91.9k $15.1m | Added +64.8k |
| Swiss National Bank 0.01% of their portfolio | 85.3k $14.1m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 81.2k $13.4m | Reduced -16.6k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 80.5k $13.3m | Reduced -25.6k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 79.5k $13.1m | New |
| SCHWARTZ INVESTMENT COUNSEL INC 0.46% of their portfolio | 78.0k $12.9m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 76.5k $12.6m | Reduced -3.7k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 72.5k $12.0m | Added +30.3k |
| IEQ CAPITAL, LLC 0.06% of their portfolio | 72.4k $11.9m | Reduced -13.5k |
| Caisse de depot et placement du Quebec 0.02% of their portfolio | 71.3k $11.8m | Added +36.5k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 67.2k $11.1m | Reduced -7.7k |
| Janney Montgomery Scott LLC 0.03% of their portfolio | 66.5k $11.0m | Added +6.3k |
| Corient Private Wealth LP 0.01% of their portfolio | 63.2k $10.4m | Reduced -155.2k |
| Treasurer of the State of North Carolina 0.03% of their portfolio | 59.8k $9.9m | Added +4.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 57.0k $9.4m | Reduced -28.9k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 56.6k $9.3m | Reduced -123.4k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 52.0k $8.6m | Added +2.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 51.5k $8.5m | Added +10.4k |
| BANK OF NOVA SCOTIA 0.01% of their portfolio | 50.7k $8.4m | Added +5.7k |