AZZ

AZZ • NYSE

AZZ is a manufacturing - metal fabrication company in the industrials sector on NYSE, led by Tom Ferguson, with a market cap of $3.2B. As of Q3 2025, 93% of shares are held by 327 institutional investors, with BlackRock, Inc. as the largest holder at 14.52%.

Chief Executive OfficerTom Ferguson

Market Cap$3.2B

Manufacturing - Metal Fabrication

Industrials

Employees3.9K

Websiteazz.com

Country

United States of America

Overview

Overview of institutional ownership in AZZ as of Q3 2025 with a market cap of $3.3B

All Institutions

Institutions: 327
Value Held: $3.0B
Shares Held: 27.9M
Avg Position: $9.3M
Median Position: $728.7K

Hedge Funds

Hedge Funds: 34
Value Held: $154.1M
Shares Held: 1.4M
Avg Position: $4.5M
Median Position: $1.4M

Ownership Breakdown

Institutional (non-HF)

88.37%

$2.9B

Hedge Funds

4.7%

$154.1M

Retail & Other

6.93%

$227.0M

Based on market cap of $3.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AZZ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$475.7M 0.01% of portfolio	14.52% 4.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$357.6M 0.01% of portfolio	10.92% 3.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
C Capital International Investors Institution	-	$214.0M 0.03% of portfolio	6.53% 2.0M shares	Q1 2025 Held for 8 months	$615.90B
FMR LLC Institution	-	$195.6M 0.01% of portfolio	5.97% 1.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$192.9M 0.12% of portfolio	5.89% 1.8M shares	Q3 2022 Held for 3y 2m	$161.58B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$123.6M 0.03% of portfolio	3.77% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$120.9M 0.00% of portfolio	3.69% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$78.6M 0.00% of portfolio	2.40% 719.9K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$77.5M 0.00% of portfolio	2.37% 710.3K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
G GAMCO INVESTORS, INC. ET AL Institution	-	$60.6M 0.59% of portfolio	1.85% 555.1K shares	≤ Q2 2013 Held for 12y 5m+	$10.3B

Net Capital Flow

Institutional buying and selling activity for AZZ in Q3 2025

Traded: −$55.9M
Buyers: 186
Sellers: 121
Total Bought: +$307.4M
Total Sold: −$363.3M
Avg Position: $8.8M

Biggest Buyers

Institution	Net Bought	Current Position
SG Capital Management LLC Hedge Fund•Event Driven	+$21.6M +198.0K shares	$41.0M 376.0K shares
C Capital International Investors Institution	+$17.2M +157.5K shares	$214.0M 2.0M shares
P Pacer Advisors, Inc. Institution	+$16.4M +149.9K shares	$16.4M 149.9K shares
Copeland Capital Management, LLC Long Only Manager	+$15.8M +144.5K shares	$15.8M 144.5K shares
Invesco Ltd. ETF Provider	+$15.4M +140.9K shares	$30.2M 277.0K shares
S Skandinaviska Enskilda Banken AB Institution	+$14.1M +129.4K shares	$14.1M 129.4K shares
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	+$13.3M +122.0K shares	$13.3M 122.0K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$12.2M +111.9K shares	$20.0M 183.0K shares
N Nuveen, LLC Institution	+$12.1M +111.0K shares	$20.0M 183.7K shares
Trexquant Investment LP Hedge Fund•Quant	+$11.8M +108.2K shares	$11.8M 108.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$128.3M −1.2M shares	$195.6M 1.8M shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$38.6M −353.7K shares	$192.9M 1.8M shares
AMERIPRISE FINANCIAL INC Institution	−$33.1M −303.6K shares	$11.4M 104.5K shares
GOLDMAN SACHS GROUP INC Institution	−$18.4M −168.7K shares	$9.6M 87.7K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$15.4M −140.8K shares	$3.6M 32.8K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$12.6M −115.2K shares	$7.2M 65.8K shares
H Harvey Partners, LLC Institution	−$12.5M −114.9K shares	$53.0M 485.4K shares
SEGALL BRYANT & HAMILL Long Only Manager	−$11.8M −108.0K shares	$47.3M 433.2K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$9.5M −86.8K shares	$31.0M 284.3K shares
WESTWOOD HOLDINGS GROUP INC Institution	−$9.3M −84.8K shares	$56.7M 519.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AZZ in Q3 2025

New Positions: 46
New Value: $66.1M
Exited Positions: 17
Exited Value: $12.8M

New Positions

Institution	Position Value
Copeland Capital Management, LLC Long Only Manager	$15.8M 144.5K shares
S Skandinaviska Enskilda Banken AB Institution	$14.1M 129.4K shares
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	$13.3M 122.0K shares
R ROBECOSAM AG Institution	$4.4M 40.0K shares
F/M Investments LLC ETF Provider	$2.2M 20.5K shares
C Concentric Capital Strategies, LP Hedge Fund•Long/Short	$2.2M 20.2K shares
Horizon Investments, LLC/SC Long Only Manager	$1.7M 15.6K shares
Calamos Advisors LLC Long Only Manager	$1.5M 14.1K shares
CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy	$1.2M 11.1K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$1.2M 10.7K shares

Exited Positions

Institution	Previous Position
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$7.4M 78.8K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$2.3M 24.0K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$566.9K 6.0K shares
S SIMPLEX TRADING, LLC Institution	$476.0K 5.0K shares
V Virtu Financial LLC Institution	$412.2K 4.4K shares
M MQS Management LLC Hedge Fund•Global Macro	$384.8K 4.1K shares
C Catalyst Funds Management Pty Ltd Institution	$340.1K 3.6K shares
Q Quadrature Capital Ltd Institution	$331.0K 3.5K shares
WRAPMANAGER INC RIA/Wealth	$212.7K 2.3K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$179.5K 1.9K shares

Options Activity

Institutions with the largest Call and Put options positions in AZZ as of Q3 2025

Call Positions: 5
Call Value: $1.9M
Put Positions: 3
Put Value: $720.3K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$873.0K 80.0 contracts
P PEAK6 LLC Institution	$665.7K 61.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$360.1K 33.0 contracts
B BRANT POINT INVESTMENT MANAGEMENT LLC Hedge Fund•Long/Short	- - contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$720.3K 66.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Most Committed Institutions

Institutions with AZZ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
H Harvey Partners, LLC Institution	-	4.82% $53.0M	1.62% 485.4K shares	Q4 2020 Held for 4y 11m	$1.1B
SG Capital Management LLC Hedge Fund•Event Driven	Glen Schneider President	4.11% $41.0M	1.25% 376.0K shares	Q2 2025 Held for 5 months	$998.2M
Ballast Asset Management, LP Long Only Manager	Ragen R Stienke Managing Partner	2.82% $6.2M	0.19% 56.6K shares	Q3 2023 Held for 2y 2m	$219.1M
SPEECE THORSON CAPITAL GROUP INC Long Only Manager	Matthew Jeremy Weight Director	1.80% $9.0M	0.28% 82.7K shares	Q2 2025 Held for 5 months	$500.5M
CHESAPEAKE CAPITAL CORP /IL/ Long Only Manager	Ralph Jerry Parker CEO	1.59% $1.8M	0.05% 16.2K shares	Q3 2025 Held for 2 months	$111.4M
DELPHI MANAGEMENT INC /MA/ Long Only Manager	Scott Myles Black President	1.54% $1.6M	0.05% 14.2K shares	Q4 2023 Held for 1y 11m	$100.5M
P Pullen Investment Management, LLC Institution	-	1.35% $2.5M	0.08% 22.9K shares	Q1 2024 Held for 1y 8m	$184.7M
Advantage Alpha Capital Partners LP Hedge Fund•Market Neutral	Anthony Pir Brenner Chairman	0.84% $2.8M	0.09% 25.6K shares	Q3 2024 Held for 1y 2m	$331.9M
Harvest Investment Services, LLC RIA/Wealth	Timothy John Newell CEO	0.80% $3.9M	0.12% 36.0K shares	Q1 2025 Held for 8 months	$490.4M
Riverwater Partners LLC RIA/Wealth	Adam Jonathan Peck CIO	0.72% $1.7M	0.05% 15.8K shares	Q1 2022 Held for 3y 8m	$240.9M

Hedge Fund Spotlight

Discover hedge funds investing in AZZ

ExodusPoint Capital Management, LP

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael Robert Gelband

Portfolio Value: $7.1B
Positions: 1,351
Last Reported: Q3 2025

Sector Allocation

Position in AZZ

Market Value: $4.4M
Shares Held: 39.9K
Portfolio Weight: 0.06%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$306.1M	4.29%
2 Ameren AEE	Regulated Electric Utilities	$103.0M	1.44%
3 Nvidia NVDA	Semiconductors Technology	$79.9M	1.12%