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Armstrong World Industries, Inc.

AWI Industrials
$173.33 +$2.49 (1.46%)
Market Cap: $7.33 B
Gurus Holding
8
Popularity Rank
#964
% of Shares Held
6.08%
Net Activity (Q2 2026)
+$46.32 M

Guru Ownership Trend

Guru Analysis for Armstrong World Industries, Inc. (AWI)

Armstrong World Industries, Inc. (AWI), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $445.38 M.

Top institutional holders include John Armitage and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $46.32 M net inflow during the quarter.

Recent activity highlights John Armitage who increased their stake by 106.5%. Conversely, Cliff Asness reduced exposure by 36.4%.

Key Holders

Top 5 by Value

$148.45 M
$114.09 M
$59.45 M
$34.41 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$125.79 M
Total Buy Value
New Buys 1
Additions 3
-$79.47 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
4

FAQs for Armstrong World Industries, Inc. (AWI)

Major holders include John Armitage ($148.45 M), Cliff Asness ($114.09 M), Steven Cohen ($59.45 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.57 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $46.32 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited AWI. The total reported sell value was $79.47 M.

Yes, 1 managers opened new positions in AWI, and 3 increased their existing holdings. The total reported buy value was $125.79 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.43% Add 106.5% 925,394 $148.45 M Q2 2026
0.04% Reduce -36.4% 711,599 $114.09 M Q2 2026
0.07% Add 80.3% 370,562 $59.45 M Q2 2026
0.08% Add 50.2% 214,471 $34.41 M Q2 2026
0.03% Reduce -29.0% 150,836 $24.2 M Q2 2026
0.02% Reduce -14.6% 101,400 $16.27 M Q2 2026
0.09% New Buy 70,023 $11.23 M Q2 2026
0.02% Reduce -17.8% 25,290 $4.06 M Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form