- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 14 Aug 2025
- latest of these filings; the earliest 7 Aug 2025
- Managers listing it
- 7
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 0 listed it in both
- Shares listed
- 23,321,675
- combined, among listed positions
- Reported value
- $1.2bn
- combined, at the quarter end
Among the 95 comparable managers: 7 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +23,321,675.
Managers listing AMRZ in Q2 2025
7 of 7 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox | 12,470,706 | $622m | 0.35% | New | new | 13 Aug 2025 (the filing on sec.gov) |
| Wellington Management Group LLP | 7,812,891 | $388m | 0.07% | New | new | 14 Aug 2025 (the filing on sec.gov) |
| Moore Capital Management LP | 992,047 | $49m | 0.62% | New | new | 14 Aug 2025 (the filing on sec.gov) |
| Artisan Partners LP | 747,555 | $37m | 0.05% | New | new | 12 Aug 2025 (the filing on sec.gov) |
| Acadian Asset Management LLC | 514,928 | $26m | 0.05% | New | new | 7 Aug 2025 (the filing on sec.gov) |
| Woodline Partners LP | 393,548 | $20m | 0.10% | New | new | 14 Aug 2025 (the filing on sec.gov) |
| Soros Fund Management LLC | 390,000 | $19m | 0.24% | New | new | 14 Aug 2025 (the filing on sec.gov) |
What managers have written about AMRZ
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Source Capital's mid-2025 letter to shareholders, on the tariff sell-off · FPA · 14 Aug 2025 · Mentioned
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Dodge & Coxnew position · 12,470,706 shares now+12,470,706
- Wellington Management Group LLPnew position · 7,812,891 shares now+7,812,891
- Moore Capital Management LPnew position · 992,047 shares now+992,047
- Artisan Partners LPnew position · 747,555 shares now+747,555
- Acadian Asset Management LLCnew position · 514,928 shares now+514,928
Reductions
No reduction among listed positions.
New positions and exits
New (7)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2025 | 7 | $1.2bn | 7 | 0 |
| Q3 2025 | 12 | $1.8bn | 10 | 2 |
| Q4 2025 | 14 | $2.1bn | 14 | 20 |
| Q1 2026 | 9 | $1.4bn | 13 | 19 |
| Q2 2026 | 10 | $1.6bn | 11 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
AMRZ and LIN →AMRZ and GLW →AMRZ and HWM →Choose a stock to compare with AMRZ →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own AMRZ, latest filings →Back to the 13F Explorer →