AMRZ

Amrize Ltd Cross-source read$39.40 0.08%
MaterialsCUSIP H2927K103· EOD Sep 15, 2026

Among active 13F managers last quarter, 6 opened and 34 added, while 15 reduced; the largest holder to move was Harris Associates L P (−0.3%). Over the last 180 days, 11 insiders bought and none sold, a net +$5.4M in open-market trades.

Tracked 13F holders
416
289 in Q2 2026 filings
13F value (tracked)
$13.3B
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
40 adding · 15 trimming
Insiders · Form 4 open-market, 180d
11 buying · 0 selling · +$5.4M
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$39.40 0.08%1Y -24.2%
$37.28$44.96$52.63$60.30$67.98Jun 2025SepDecMar 2026JunSep9750125545150812916399151208789
Hover for who · click for detailEnd-of-day closing prices52w $39.40 – $65.86

Who owns AMRZ?

416 tracked 13F filers · ranked by shares held

416 tracked 13F filers disclose a position in AMRZ as of the latest SEC 13F filings, a combined $13.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Vanguard Capital Management LLC21.3M
$1.1B
+3.4%
Added · +702K sh
Q2 2026
2Norges Bank16.9M
$929.3M
+26%
Added · +3.5M sh
Q4 2025
3BlackRock, Inc.16.2M
$861.6M
+4.7%
Added · +732K sh
Q2 2026
4DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main12.0M
$672.2M
+24%
Added · +2.3M sh
Q1 2026
5Harris Associates L P11.3M
$635.5M
−0.3%
Reduced · −35K sh
Q1 2026
6UBS Group AG10.9M
$612.3M
−19%
Reduced · −2.5M sh
Q1 2026
7Zurcher Kantonalbank (Zurich Cantonalbank)10.8M
$575.9M
+1.6%
Added · +167K sh
Q2 2026
8Vanguard Fiduciary Trust Co7.3M
$389.4M
+3.2%
Added · +231K sh
Q2 2026
9Geode Capital Management, LLC6.2M
$329.5M
−1.1%
Reduced · −70K sh
Q2 2026
10State Street Corp5.3M
$280.8M
+14%
Added · +659K sh
Q2 2026
11Pictet Asset Management Holding SA5.2M
$283.0M
+4.7%
Added · +235K sh
Q1 2026
12Vontobel Holding Ltd.4.8M
$254.1M
+18%
Added · +734K sh
Q2 2026
13Mirae Asset Global Etfs Holdings Ltd.4.1M
$227.8M
1k×
Added · +4.1M sh
Q1 2026
14Victory Capital Management Inc3.9M
$217.7M
New
+3.9M sh
Q1 2026
15JPMorgan Chase & Co3.8M
$205.6M
+3.7%
Added · +135K sh
Q1 2026
16FMR LLC3.8M
$201.3M
+6.2%
Added · +221K sh
Q2 2026
17American Century Companies Inc3.7M
$206.0M
+69%
Added · +1.5M sh
Q1 2026
18First Pacific Advisors, LP3.2M
$169.4M
+1.0%
Added · +31K sh
Q2 2026
19First Manhattan Co. LLC.3.1M
$167.6M
−20%
Reduced · −793K sh
Q2 2026
20Allspring Global Investments Holdings, LLC3.1M
$161.5M
−36%
Reduced · −1.7M sh
Q2 2026
21Deutsche Bank AG3.0M
$170.4M
−3.0%
Reduced · −95K sh
Q1 2026
22Legal & General Group Plc2.7M
$145.5M
−0.5%
Reduced · −13K sh
Q1 2026
23River Road Asset Management, LLC2.2M
$125.7M
−22%
Reduced · −640K sh
Q1 2026
24Jane Street Group, LLC2.2M
$125.7M
19×
Added · +2.1M sh
Q1 2026
25Citigroup Inc2.2M
$120.6M
+32%
Added · +544K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AMRZ being bought or sold by institutions?

Last quarter, 6 funds opened a new position in AMRZ and 34 added to an existing one, while 15 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
34
added to an existing position
Reduced
15
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own AMRZ also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT237 funds$251.3B
Amazon.com IncAMZN236 funds$202.4B
Alphabet Inc-CL AGOOGL230 funds$178.6B
Alphabet Inc-CL CGOOG227 funds$127.3B
Nvidia CorpNVDA225 funds$383.4B
Apple IncAAPL225 funds$281.1B
JPMorgan Chase & CoJPM222 funds$60.4B
Berkshire Hathaway Inc-CL BBRK/B221 funds$37.4B
Meta Platforms Inc-Class AMETA220 funds$107.8B
Eli Lilly & CoLLY216 funds$80.6B
Visa Inc-Class A SharesV216 funds$60.3B
Broadcom IncAVGO211 funds$153.2B

Ranked by how many of AMRZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AMRZ.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$5.4M
11 insiders
Net · 180d
$5.4M
33 open-market transactions
DateInsiderRoleActionSharesValue
Sep 2, 2026Jenisch Jan PhilippChairman & CEO, DirectorBuy (P)
5 lots, same day
30K$1.3M
Aug 27, 2026Gibson Dwight Audley KonradDirectorBuy (P)5$244
Aug 26, 2026Sanche Jacques WolfDirectorBuy (P)4K$187K
Aug 25, 2026Singleton Denise RChief Legal Officer & Corp SecBuy (P)4K$154K
Aug 25, 2026Forrest NollaigChief Mktg & Corp Affairs OffBuy (P)2K$66K
Aug 17, 2026Poletti Samuel JonasChief Strategy & M&A OfficerBuy (P)3K$118K
Aug 12, 2026Oran BarisChief Financial OfficerBuy (P)3K$141K
Aug 11, 2026Oran BarisChief Financial OfficerBuy (P)3K$142K
Aug 11, 2026Hill JaimePresident, Building MaterialsBuy (P)2K$71K
Aug 11, 2026Gross MarioChief Supply Chain OfficerBuy (P)
2 lots, same day
4K$166K
Aug 11, 2026Clark Stephen SChief People OfficerBuy (P)5K$249K
Aug 11, 2026Brouwer RoaldChief Technology OfficerBuy (P)2K$70K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Confluence: insiders and funds buying

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5935
Insiders
Form 4 open-market
110+$5.4M
US House
STOCK Act trades
00$0
Sector rotation
AMRZ is in Materials, which smart money is rotating OUT OF
$5.3B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

289 tracked filers in Q2 2026 filingsstill filing
0203406Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $6.3B · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for AMRZ

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Ask your agent what changed in AMRZ

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AMRZ/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AMRZ.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AMRZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.