- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 14 Nov 2025
- latest of these filings; the earliest 12 Nov 2025
- Managers listing it
- 12
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 6 listed it in both
- Shares listed
- 37,855,241
- combined, among listed positions
- Reported value
- $1.8bn
- combined, at the quarter end
Among the 95 comparable managers: 10 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing AMRZ in Q3 2025
12 of 12 holders
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
- Fidelity (FMR LLC)new position · 12,359,271 shares now+12,359,271
- Wellington Management Group LLPexisting position · 11,622,024 shares now+3,809,133
- Rokos Capital Management LLPnew position · 1,258,689 shares now+1,258,689
- Renaissance Technologies LLCnew position · 1,215,300 shares now+1,215,300
- Artisan Partners LPexisting position · 1,026,828 shares now+279,273
Reductions
- Dodge & Coxexisting position · 5,786,541 shares now-6,684,165
- Moore Capital Management LPexisting position · 339,510 shares now-652,537
New positions and exits
New (3)
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 →