InvestorLens

AZZ — AZZ INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying AZZ?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 3 selling last quarter
4
Macro Tailwind
Macro conditions are mixed for this sector
55
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their AZZ position last quarter, 0 bought and 3 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime).

Supporting evidence
  • +2 tracked investors reported holding AZZ at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (2 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About AZZ INC (AZZ)

AZZ INC (AZZ) appears in the most recent 13F filings of 2 tracked institutional investors. The largest disclosed position is held by Paul Tudor Jones (Tudor Investment Corp), valued at $20M. Across recent filings, tracked investors recorded 7 new positions, 6 increased, 9 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in AZZ

48
/100
Mixed Activity
Added / Increased13
Reduced9
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track AZZ

13
/100
Undiscovered
2investors

Only 2 tracked investors report this position.

UndiscoveredCrowded
151015+

AZZ Ownership Composition

How AZZ INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Macro
70% of tracked value
Institutions
2
tracked investors
Total Reported
$16.4M
combined 13F value
Types2
  • Macro70.5%
  • Multi-Strategy / Quant29.5%
Macro(1)
70.5%
Multi-Strategy / Quant(1)
29.5%

Tracked investors currently reporting AZZ

3 tracked investors have since exited this position — listed separately below.

  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    74.4K
    Value
    $11.5M
    % Portfolio
    0.02%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    31.2K
    Value
    $4.8M
    % Portfolio
    0.00%

Previously held AZZ

These investors reported AZZ in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Izzy EnglanderMillennium Management59.3K$7.4MMar 31, 2026
Ray DalioBridgewater Associates4.5K$373.1KSep 30, 2024
Steve CohenPoint72 Asset Management1.9K$179.5KJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold AZZ?
2 tracked institutional investors disclosed a position in AZZ (AZZ INC) in their most recent 13F filing.
Who is the largest institutional holder of AZZ?
Paul Tudor Jones, Tudor Investment Corp, holds the largest disclosed position in AZZ, valued at $20M.
Did institutional ownership of AZZ increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 6 increased, 9 reduced, and 5 fully exited AZZ.
Where does this AZZ ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.