- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 5 Feb 2026
- Managers listing it
- 30
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 11 listed it in both
- Shares listed
- 47,105,171
- combined, among listed positions
- Reported value
- $2.6bn
- combined, at the quarter end
Among the 92 comparable managers: 14 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +5,925,007.
Managers listing AMRZ in Q4 2025
30 of 30 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
- Harris Associates LPnew position · 11,379,547 shares now+11,379,547
- Two Sigma Investments LPexisting position · 1,308,355 shares now+1,219,725
- Freestone Grove Partners LPnew position · 1,205,796 shares now+1,205,796
- Wellington Management Group LLPexisting position · 12,718,217 shares now+1,096,193
- Two Sigma Advisers LPnew position · 562,268 shares now+562,268
Reductions
- Fidelity (FMR LLC)existing position · 5,017,450 shares now-7,341,821
- Marshall Wace LLPexisting position · 2,339,304 shares now-550,356
- Dodge & Coxexisting position · 5,385,441 shares now-401,100
- Soros Fund Management LLCexisting position · 266,667 shares now-333,333
- Woodline Partners LPexisting position · 238,909 shares now-315,268
New positions and exits
New (4)
Exited (4)
- Moore Capital Management LPwas $16m
- Squarepoint Ops LLCwas $7.7m
- Susquehanna International Group LLPwas $3.1m
- Acadian Asset Management LLCwas $21k
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 →