Guru Ownership Trend
Guru Analysis for Amrize AG (AMRZ)
Amrize AG (AMRZ), a key player in the Materials sector, continues to attract institutional attention.
As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $238.38 M.
Top institutional holders include First Pacific Advisors and Renaissance Technologies (RenTech).
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.87 M net outflow during the quarter.
Recent activity highlights Jeremy Grantham who increased their stake by 732.4%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 44.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Amrize AG (AMRZ)
Major holders include First Pacific Advisors ($169.35 M), Renaissance Technologies (RenTech) ($57.83 M), Leon Cooperman ($46.9 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 5.27 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.87 M, with 5 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited AMRZ. The total reported sell value was $57.13 M.
Yes, 2 managers opened new positions in AMRZ, and 3 increased their existing holdings. The total reported buy value was $54.27 M.
