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 ($15.9m this quarter). Holder counts are more reliable. Shares outstanding: 42.3m as of 2026-07-23, 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 ≈ $160.48. Options: 4 managers hold calls ($5.4m notional), 3 hold puts ($2.2m).
Trends to Q2 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 |
| Q2 2026 | 478 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 232 | 245 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $66.5m | $8.7m | 0.13 |
| Q4 2025 | $27.7m | $1.9m | 0.07 |
| Q1 2026 | $16.9m | $2.4m | 0.14 |
| Q2 2026 | $5.4m | $2.2m | 0.40 |
Biggest buyers
| Egerton Capital (UK) LLP | Added | +477.4k |
| River Road Asset Management, LLC | Added | +415.6k |
| Balyasny Asset Management L.P. | New | +329.2k |
| Qube Research & Technologies Ltd | Added | +270.3k |
| CITADEL ADVISORS LLC | Added | +235.1k |
| TIMUCUAN ASSET MANAGEMENT INC/FL | Added | +220.7k |
| Assenagon Asset Management S.A. | Added | +200.7k |
| Point72 Asset Management, L.P. | Added | +165.1k |
| HRT FINANCIAL LP | Added | +111.0k |
| SCOPUS ASSET MANAGEMENT, L.P. | Added | +110.0k |
Biggest sellers
| Van Berkom & Associates Inc. | Reduced | -428.2k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -408.0k |
| Alyeska Investment Group, L.P. | Reduced | -246.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -242.0k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -200.6k |
| Woodline Partners LP | Sold out | -167.4k |
| Allspring Global Investments Holdings, LLC | Reduced | -159.3k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -152.8k |
| Quantinno Capital Management LP | Reduced | -128.5k |
| BANK OF MONTREAL /CAN/ | Reduced | -120.7k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $3.1m19.2k shares |
| CITADEL ADVISORS LLC | Added | $1.7m10.4k shares |
| IMC-Chicago, LLC | New | $320.8k2.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $304.8k1.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.1m7.1k shares |
| CITADEL ADVISORS LLC | Added | $737.9k4.6k shares |
| IMC-Chicago, LLC | Added | $288.8k1.8k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 5.2m $827.2m | Reduced -49.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 2.2m $356.1m | Reduced -13.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.9m $308.6m | Added +5.7k |
| LONDON CO OF VIRGINIA 1.50% of their portfolio | 1.6m $263.8m | Reduced -79.0k |
| STATE STREET CORP 0.01% of their portfolio | 1.4m $230.7m | Added +23.6k |
| BANK OF MONTREAL /CAN/ 0.06% of their portfolio | 1.1m $177.2m | Reduced -120.7k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.48% of their portfolio | 1.1m $176.8m | Added +60.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.0m $167.4m | Added +35.0k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 1.0m $165.3m | Added +235.1k |
| Egerton Capital (UK) LLP 1.43% of their portfolio | 925.4k $148.5m | Added +477.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.45% of their portfolio | 894.1k $143.4m | Reduced -90.2k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 869.8k $139.5m | Added +26.9k |
| Capital International Investors 0.03% of their portfolio | 794.5k $127.5m | Added +18.4k |
| TIMUCUAN ASSET MANAGEMENT INC/FL 4.63% of their portfolio | 784.1k $125.8m | Added +220.7k |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 763.2k $122.4m | Reduced -152.8k |
| YACKTMAN ASSET MANAGEMENT LP 1.50% of their portfolio | 754.9k $121.1m | Added +13.0k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 711.6k $114.1m | Reduced -408.0k |
| River Road Asset Management, LLC 1.24% of their portfolio | 694.2k $111.4m | Added +415.6k |
| TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio | 583.2k $93.6m | Reduced -200.6k |
| NORGES BANK 0.01% of their portfolio | 562.4k $90.2m | Not comparable |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 528.2k $84.7m | Reduced -6.6k |
| Gates Capital Management, Inc. 2.70% of their portfolio | 513.3k $82.3m | Added +15.0k |
| Alyeska Investment Group, L.P. 0.20% of their portfolio | 494.8k $79.4m | Reduced -246.2k |
| Van Berkom & Associates Inc. 2.40% of their portfolio | 464.9k $74.6m | Reduced -428.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 464.8k $74.6m | Added +7.1k |
| FMR LLC 0.00% of their portfolio | 460.8k $73.9m | Reduced -322 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 453.2k $72.7m | Added +65.9k |
| Qube Research & Technologies Ltd 0.08% of their portfolio | 439.4k $70.5m | Added +270.3k |
| Invesco Ltd. 0.01% of their portfolio | 434.9k $69.8m | Added +51.1k |
| Allianz Asset Management GmbH 0.07% of their portfolio | 433.5k $71.4m | Added +102 |
| MORGAN STANLEY 0.00% of their portfolio | 420.4k $67.4m | Reduced -38.8k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 401.0k $64.3m | Added +52.6k |
| Point72 Asset Management, L.P. 0.09% of their portfolio | 370.6k $59.4m | Added +165.1k |
| NATIXIS ADVISORS, LLC 0.06% of their portfolio | 359.1k $57.6m | Added +23.2k |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 349.2k $56.6m | Added +28.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.07% of their portfolio | 333.0k $53.4m | Reduced -242.0k |
| Balyasny Asset Management L.P. 0.10% of their portfolio | 329.2k $52.8m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 322.5k $51.7m | Reduced -1.2k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 291.5k $46.8m | Added +14.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 291.4k $46.7m | Added +34.5k |
| Assenagon Asset Management S.A. 0.03% of their portfolio | 273.2k $43.8m | Added +200.7k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 271.3k $43.5m | Added +1.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 270.6k $43.4m | Reduced -20.9k |
| SCOPUS ASSET MANAGEMENT, L.P. 0.87% of their portfolio | 230.0k $36.9m | Added +110.0k |
| COOKE & BIELER LP 0.43% of their portfolio | 229.4k $36.8m | Added +2.8k |
| Nuveen, LLC 0.01% of their portfolio | 222.4k $35.7m | Added +18.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 221.6k $35.6m | Reduced -18.9k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 220.0k $35.3m | Added +94.3k |
| Gotham Asset Management, LLC 0.08% of their portfolio | 214.5k $34.4m | Added +71.7k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 208.1k $33.4m | Added +1.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 205.8k $33.0m | Reduced -3.5k |
| Harvey Partners, LLC 2.28% of their portfolio | 205.1k $32.9m | Added +9.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 202.5k $32.5m | Reduced -44.0k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 4.34% of their portfolio | 200.9k $32.2m | Added +32.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 200.0k $32.2m | Added +8.6k |
| Arbejdsmarkedets Tillaegspension 0.63% of their portfolio | 180.1k $28.9m | Added +27.1k |
| RICE HALL JAMES & ASSOCIATES, LLC 1.38% of their portfolio | 177.1k $28.4m | Added +290 |
| Public Sector Pension Investment Board 0.07% of their portfolio | 176.9k $28.4m | Reduced -22.9k |
| Global Alpha Capital Management Ltd. 1.67% of their portfolio | 174.0k $27.9m | Reduced -248 |
| Junto Capital Management LP 0.51% of their portfolio | 170.8k $27.4m | Reduced -79.6k |
| SG Capital Management LLC 2.41% of their portfolio | 165.9k $26.6m | Added +23.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 161.0k $25.8m | Reduced -41.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 159.7k $25.6m | Reduced -4.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 158.0k $25.3m | Added +22.4k |
| HRT FINANCIAL LP 0.06% of their portfolio | 156.1k $25.0m | Added +111.0k |
| TUDOR INVESTMENT CORP ET AL 0.10% of their portfolio | 150.8k $24.2m | Reduced -61.6k |
| BANK OF NOVA SCOTIA 0.03% of their portfolio | 120.1k $19.3m | Added +69.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 119.7k $19.1m | Reduced -104.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 101.4k $16.3m | Reduced -17.3k |
| Legal & General Group Plc 0.00% of their portfolio | 98.7k $15.8m | Reduced -2.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 98.3k $15.8m | Added +4.1k |
| Amundi 0.00% of their portfolio | 95.1k $15.2m | Reduced -67.0k |
| Swiss National Bank 0.01% of their portfolio | 86.0k $13.8m | Added +700 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 84.8k $13.6m | Reduced -18.4k |
| Trexquant Investment LP 0.08% of their portfolio | 83.2k $13.3m | Reduced -9.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 78.2k $12.6m | Reduced -43.1k |
| SCHWARTZ INVESTMENT COUNSEL INC 0.42% of their portfolio | 78.0k $12.5m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 77.2k $12.4m | Reduced -4.0k |
| Engineers Gate Manager LP 0.15% of their portfolio | 73.9k $11.8m | Reduced -41.5k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 70.0k $11.2m | Reduced -10.4k |
| ROYCE & ASSOCIATES LP 0.09% of their portfolio | 70.0k $11.2m | New |
| WCM INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 69.1k $11.0m | New |
| ING GROEP NV 0.05% of their portfolio | 67.4k $10.8m | Reduced -33.3k |
| SummitTX Capital, L.P. 0.28% of their portfolio | 67.3k $10.8m | New |
| Quantinno Capital Management LP 0.01% of their portfolio | 65.3k $10.5m | Reduced -128.5k |
| Man Group plc 0.02% of their portfolio | 65.1k $10.4m | Reduced -29.1k |
| ALGERT GLOBAL LLC 0.12% of their portfolio | 62.1k $10.0m | Reduced -49.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 61.8k $9.9m | Reduced -30.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 61.1k $9.8m | Added +20.3k |
| CAPITAL FUND MANAGEMENT S.A. 0.07% of their portfolio | 60.8k $9.8m | New |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 60.8k $9.7m | New |
| Treasurer of the State of North Carolina 0.02% of their portfolio | 59.7k $9.6m | Reduced -50 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 53.8k $8.6m | Added +2.3k |
| UBS Group AG 0.00% of their portfolio | 52.2k $8.4m | Reduced -79.6k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 50.0k $8.0m | Reduced -7.1k |
| Illinois Municipal Retirement Fund 0.09% of their portfolio | 48.9k $7.8m | Added +664 |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 48.4k $7.8m | Added +32.3k |
| Squarepoint Ops LLC 0.01% of their portfolio | 48.1k $7.7m | Reduced -92.2k |
| Taylor Hoffman Capital Management LLC 1.84% of their portfolio | 47.2k $7.6m | Added +2.4k |
| KBC Group NV 0.02% of their portfolio | 46.7k $7.5m | Unchanged |