13F QoQ Ownership Changes
AZZ Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 51 new · 121 added · 145 reduced · 67 exited
New Positions(51)
Added To(121)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Copeland Capital Management, LLC | 466,140 | +321,611 | $50.0M | +$34.2M | 222.5% |
| WELLINGTON MANAGEMENT GROUP LLP | 549,291 | +264,956 | $58.9M | +$27.8M | 93.2% |
| Skandinaviska Enskilda Banken AB (publ) | 299,147 | +169,772 | $32.1M | +$17.9M | 131.2% |
| Allspring Global Investments Holdings, LLC | 232,510 | +102,133 | $24.9M | +$10.7M | 78.3% |
| Uniplan Investment Counsel, Inc. | 104,961 | +57,163 | $11.2M | +$6.0M | 119.6% |
| SEI INVESTMENTS CO | 67,786 | +55,566 | $7.3M | +$5.9M | 454.7% |
| FEDERATED HERMES, INC. | 285,800 | +50,100 | $30.6M | +$4.9M | 21.3% |
| BlackRock, Inc. | 4,392,579 | +33,798 | $470.8M | -$4.9M | 0.8% |
| ENVESTNET ASSET MANAGEMENT INC | 66,289 | +40,418 | $7.1M | +$4.3M | 156.2% |
| MORGAN STANLEY | 771,358 | +51,463 | $82.7M | +$4.1M | 7.1% |
| GOLDMAN SACHS GROUP INC | 124,694 | +36,970 | $13.4M | +$3.8M | 42.1% |
| DIMENSIONAL FUND ADVISORS LP | 1,182,140 | +49,509 | $126.7M | +$3.1M | 4.4% |
| Invesco Ltd. | 308,991 | +32,001 | $33.1M | +$2.9M | 11.6% |
| KENNEDY CAPITAL MANAGEMENT LLC | 240,271 | +29,055 | $25.8M | +$2.7M | 13.8% |
| VANGUARD GROUP INC | 3,357,370 | +80,099 | $359.8M | +$2.2M | 2.4% |
| STATE STREET CORP | 1,110,559 | +2,676 | $119.0M | -$1.9M | 0.2% |
| Robeco Schweiz AG | 56,600 | +16,600 | $6.1M | +$1.7M | 41.5% |
| AQR CAPITAL MANAGEMENT LLC | 26,134 | +14,146 | $2.8M | +$1.5M | 118.0% |
| MILLENNIUM MANAGEMENT LLC | 46,330 | +13,523 | $5.0M | +$1.4M | 41.2% |
| Capital International Investors | 2,009,812 | +48,565 | $215.4M | +$1.4M | 2.5% |
| Bank of New York Mellon Corp | 226,224 | +15,166 | $24.2M | +$1.2M | 7.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 712,405 | +2,145 | $76.4M | -$1.2M | 0.3% |
| STIFEL FINANCIAL CORP | 23,057 | +10,598 | $2.5M | +$1.1M | 85.1% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16,306 | +9,980 | $1.7M | +$1.1M | 157.8% |
| F/m Investments LLC | 30,404 | +9,907 | $3.3M | +$1.0M | 48.3% |
| WELLS FARGO & COMPANY/MN | 51,075 | +8,792 | $5.5M | +$859.9K | 20.8% |
| FRANKLIN RESOURCES INC | 9,466 | +7,143 | $1.0M | +$853.5K | 307.5% |
| SEGALL BRYANT & HAMILL, LLC | 448,725 | +15,538 | $48.1M | +$820.6K | 3.6% |
| BARCLAYS PLC | 58,075 | +14,637 | $5.5M | +$746.5K | 33.7% |
| Hodges Capital Management Inc. | 22,935 | +7,085 | $2.5M | +$728.5K | 44.7% |
| RITHOLTZ WEALTH MANAGEMENT | 10,181 | +6,651 | $1.1M | +$705.9K | 188.4% |
| GUGGENHEIM CAPITAL LLC | 8,952 | +5,987 | $959.5K | +$635.9K | 201.9% |
| PRINCIPAL FINANCIAL GROUP INC | 171,706 | +8,894 | $18.4M | +$635.8K | 5.5% |
| FIRST TRUST ADVISORS LP | 50,516 | +6,558 | $5.4M | +$617.2K | 14.9% |
| Creative Planning | 15,593 | +4,975 | $1.7M | +$512.5K | 46.9% |
| Convergence Investment Partners, LLC | 13,613 | +4,451 | $1.5M | +$459.2K | 48.6% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 9,300 | +4,300 | $996.8K | +$451.1K | 86.0% |
| COMERICA BANK | 12,683 | +3,604 | $1.4M | +$368.5K | 39.7% |
| JENNISON ASSOCIATES LLC | 8,559 | +3,438 | $917.4K | +$358.5K | 67.1% |
| Riverwater Partners LLC | 19,460 | +3,622 | $2.1M | +$357.3K | 22.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,570 | +303 | $275.5K | +$275.3K | 13.4% |
| NORTHERN TRUST CORP | 360,183 | +4,257 | $38.6M | -$237.8K | 1.2% |
| JOHNSON INVESTMENT COUNSEL INC | 6,698 | +2,219 | $717.9K | +$229.1K | 49.5% |
| TECTONIC ADVISORS LLC | 8,240 | +2,172 | $883.1K | +$220.9K | 35.8% |
| NEUBERGER BERMAN GROUP LLC | 4,520 | +1,921 | $484.5K | +$200.8K | 73.9% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 30,025 | +2,149 | $3.2M | +$176.0K | 7.7% |
| ALLIANCEBERNSTEIN L.P. | 35,120 | +2,056 | $3.8M | +$155.9K | 6.2% |
| Cetera Investment Advisers | 6,880 | +1,506 | $737.4K | +$150.9K | 28.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11,794 | +1,551 | $1.3M | +$146.3K | 15.1% |
| Cerity Partners LLC | 4,872 | +1,406 | $522.2K | +$143.9K | 40.6% |
| TD Asset Management Inc | 42,350 | +2,042 | $4.5M | +$140.3K | 5.1% |
| CRAWFORD INVESTMENT COUNSEL INC | 117,165 | +812 | $12.6M | -$139.9K | 0.7% |
| ARS Investment Partners, LLC | 3,443 | +1,329 | $369.0K | +$138.3K | 62.9% |
| VICTORY CAPITAL MANAGEMENT INC | 59,662 | +2,302 | $6.4M | +$134.9K | 4.0% |
| OSAIC HOLDINGS, INC. | 2,055 | +1,234 | $220.3K | +$128.6K | 150.3% |
| Amundi | 6,545 | +1,100 | $701.5K | +$119.2K | 20.2% |
| Measured Wealth Private Client Group, LLC | 6,063 | +1,162 | $649.8K | +$115.0K | 23.7% |
| Empowered Funds, LLC | 4,293 | +1,014 | $460.1K | +$102.3K | 30.9% |
| Quantinno Capital Management LP | 6,553 | +946 | $702.4K | +$90.5K | 16.9% |
| LAZARD ASSET MANAGEMENT LLC | 2,747 | +867 | $294.4K | +$89.3K | 46.1% |
| CAPTRUST FINANCIAL ADVISORS | 2,758 | +656 | $295.6K | +$66.2K | 31.2% |
| DEUTSCHE BANK AG\ | 26,220 | +1,060 | $2.8M | +$64.5K | 4.2% |
| Corient Private Wealth LLC | 4,849 | +594 | $522.6K | +$58.3K | 14.0% |
| BURNEY CO/ | 2,740 | +525 | $293.7K | +$52.0K | 23.7% |
| AVIVA PLC | 4,670 | +480 | $500.5K | +$43.3K | 11.4% |
| STATE OF WISCONSIN INVESTMENT BOARD | 3,189 | +439 | $341.8K | +$41.7K | 16.0% |
| Smith Group Asset Management, LLC | 26,290 | +159 | $2.8M | -$33.9K | 0.6% |
| NISA INVESTMENT ADVISORS, LLC | 18,019 | +13 | $1.9M | -$33.7K | 0.1% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 31,300 | +850 | $3.4M | +$31.7K | 2.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 315,485 | +282,676 | $33.8K | +$30.2K | 861.6% |
| EverSource Wealth Advisors, LLC | 1,710 | +281 | $183.3K | +$27.3K | 19.7% |
| Oliver Luxxe Assets LLC | 18,164 | +96 | $1.9M | -$24.9K | 0.5% |
| Clearstead Advisors, LLC | 361 | +234 | $38.7K | +$24.8K | 184.3% |
| QRG CAPITAL MANAGEMENT, INC. | 2,551 | +252 | $273.5K | +$22.6K | 11.0% |
| Wakefield Asset Management LLLP | 13,300 | +37 | $1.4M | -$21.9K | 0.3% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 19,159 | +143 | $2.1M | -$21.8K | 0.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 26,994 | +679 | $2.9M | +$21.5K | 2.6% |
| Tower Research Capital LLC (TRC) | 1,420 | +218 | $152.2K | +$21.0K | 18.1% |
| Illinois Municipal Retirement Fund | 15,737 | +462 | $1.7M | +$19.7K | 3.0% |
| OMERS ADMINISTRATION Corp | 3,305 | +205 | $354.2K | +$15.9K | 6.6% |
| Linden Thomas Advisory Services, LLC | 9,614 | +315 | $1.0M | +$15.6K | 3.4% |
| FIFTH THIRD BANCORP | 382 | +137 | $40.9K | +$14.2K | 55.9% |
| Mariner, LLC | 7,157 | +267 | $765.5K | +$13.6K | 3.9% |
| CBIZ Investment Advisory Services, LLC | 188 | +116 | $20.1K | +$12.3K | 161.1% |
| Swiss National Bank | 56,400 | +1,100 | $6.0M | +$10.1K | 2.0% |
| LPL Financial LLC | 10,593 | +101 | $1.1M | -$9.6K | 1.0% |
| Farther Finance Advisors, LLC | 155 | +83 | $16.6K | +$8.8K | 115.3% |
| HighTower Advisors, LLC | 61,311 | +1,017 | $6.6M | -$8.7K | 1.7% |
| ProShare Advisors LLC | 5,781 | +179 | $619.6K | +$8.3K | 3.2% |
| Lido Advisors, LLC | 2,633 | +77 | $286.1K | +$7.2K | 3.0% |
| Cornerstone Planning Group LLC | 104 | +41 | $12.8K | +$6.6K | 65.1% |
| Pathstone Holdings, LLC | 5,139 | +34 | $550.8K | -$6.3K | 0.7% |
| Claro Advisors LLC | 3,381 | +9 | $362.4K | -$5.6K | 0.3% |
| Parkside Financial Bank & Trust | 3,560 | +18 | $381.6K | -$5.0K | 0.5% |
| HUNTINGTON NATIONAL BANK | 475 | +47 | $50.9K | +$4.2K | 11.0% |
| Arax Advisory Partners | 490 | +43 | $52.5K | +$3.7K | 9.6% |
| ASSETMARK, INC | 459 | +42 | $49.2K | +$3.7K | 10.1% |
| BESSEMER GROUP INC | 32,100 | +30,483 | $3.4K | +$3.3K | 1885.2% |
| SPEECE THORSON CAPITAL GROUP INC | 113,313 | +30,609 | $12.1K | +$3.1K | 37.0% |
| Smartleaf Asset Management LLC | 487 | +29 | $53.0K | +$3.1K | 6.3% |
| ALPS ADVISORS INC | 3,933 | +43 | $421.5K | -$3.0K | 1.1% |
| XPONANCE, INC. | 2,353 | +19 | $252.2K | -$2.5K | 0.8% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 6,882 | +100 | $737.6K | -$2.5K | 1.5% |
| TD PRIVATE CLIENT WEALTH LLC | 27 | +21 | $2.9K | +$2.2K | 350.0% |
| Root Financial Partners, LLC | 38 | +21 | $4.1K | +$2.2K | 123.5% |
| ROTHSCHILD INVESTMENT LLC | 69 | +19 | $7.4K | +$1.9K | 38.0% |
| T. Rowe Price Investment Management, Inc. | 1,783,663 | +15,744 | $191.2K | -$1.8K | 0.9% |
| UMB Bank, n.a. | 174 | +16 | $18.6K | +$1.4K | 10.1% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 3,435 | +73 | $368.2K | +$1.3K | 2.2% |
| LRI Investments, LLC | 37 | +11 | $4.0K | +$1.1K | 42.3% |
| Maryland State Retirement & Pension System | 4,387 | +72 | $470.2K | -$697 | 1.7% |
| SG Americas Securities, LLC | 9,275 | +6,354 | $994 | +$675 | 217.5% |
| State of Alaska, Department of Revenue | 22,905 | +6,107 | $2.5K | +$621 | 36.4% |
| HARBOR CAPITAL ADVISORS, INC. | 4,345 | +4,218 | $466 | +$452 | 3321.3% |
| US BANCORP \DE\ | 942 | +15 | $101.0K | -$201 | 1.6% |
| Vestcor Inc | 2,894 | +1,885 | $310 | +$200 | 186.8% |
| NATIXIS ADVISORS, LLC | 12,155 | +1,627 | $1.3K | +$154 | 15.4% |
| CWM, LLC | 3,004 | +571 | $322 | +$56 | 23.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 513 | +153 | $55 | +$16 | 42.5% |
| AMALGAMATED BANK | 8,711 | +28 | $934 | -$14 | 0.3% |
| HANTZ FINANCIAL SERVICES, INC. | 258 | +124 | $28 | +$13 | 92.5% |