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AZZ Inc.

AZZ Industrials
$150.89 +$0.74 (0.49%)
Market Cap: $4.51 B
Gurus Holding
7
Popularity Rank
#1043
% of Shares Held
1.79%
Net Activity (Q1 2026)
-$25.31 M

Guru Ownership Trend

Guru Analysis for AZZ Inc. (AZZ)

AZZ Inc. (AZZ), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $80.89 M.

Top institutional holders include Mario Gabelli and Paul Tudor Jones.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $25.31 M net outflow during the quarter.

Recent activity highlights Chuck Royce who increased their stake by 77.1%. Conversely, Arnold Van Den Berg reduced exposure by 56.6%.

Key Holders

Top 5 by Value

$45.47 M
$12.03 M
$4.24 M
$1.24 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$1.4 M
Total Buy Value
New Buys 0
Additions 2
-$26.71 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
2

FAQs for AZZ Inc. (AZZ)

Major holders include Mario Gabelli ($45.47 M), Paul Tudor Jones ($12.03 M), Cliff Asness ($4.24 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 536,084 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $25.31 M, with 2 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited AZZ. The total reported sell value was $26.71 M.

Yes, 0 managers opened new positions in AZZ, and 2 increased their existing holdings. The total reported buy value was $1.4 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.45% Reduce -27.3% 363,371 $45.47 M Q1 2026
0.02% Reduce -25.6% 96,123 $12.03 M Q1 2026
0.00% Add 29.7% 33,893 $4.24 M Q1 2026
0.02% Reduce -25.0% 22,514 $2.82 M Q1 2026
1.48% Reduce -27.9% 9,918 $1.24 M Q1 2026
0.01% Add 77.1% 7,914 $990,279 Q1 2026
0.07% Reduce -56.6% 2,351 $294,181 Q1 2026
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