HolderBook

AUTOZONE INC (AZO)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

55
Reporting holders
$155.7M
Reported value
0.0%
Calls
0.0%
Puts
-1,227
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Fenimore Asset Management Inc$91.3M32,2692.00%32q-0.7%-$670.7K
Galvin, Gaustad & Stein, LLC$13.1M4,6220.98%24q-4.8%-$659.5K
Silverleafe Capital Partners, LLC$8.4M2,9792.40%27qHELD
Horrell Capital Management, Inc.$7.7M2,7384.10%22q-4.3%-$345.3K
AMERICAN NATIONAL BANK & TRUST$6.7M2,3840.62%26q-11.5%-$874.5K
TOTH FINANCIAL ADVISORY CORP$6.2M2,1980.62%21q-17.6%-$1.3M
CHICKASAW CAPITAL MANAGEMENT LLC$5.3M1,8890.19%29q-5.5%-$308.5K
YHB Investment Advisors, Inc.$2.2M7930.14%17q-2.2%-$50.9K
CoreCap Advisors, LLC$1.3M4710.04%9qHELD
Farther Finance Advisors, LLC$1.0M3600.01%16qHELD
GAMMA Investing LLC$902.8K3190.03%12q+53.4%+$314.1K
Kennon-Green & Company, LLC$868.8K3070.67%16qHELD
Everhart Financial Group, Inc.$815.0K2880.05%19q-8.9%-$79.2K
Strong Retirement Solutions LLC$812.2K2870.46%3q+44.9%+$251.9K
Invariant Investment Management$776.2K2780.45%newNEW
Avidian Wealth Enterprises, LLC$755.6K2670.02%12q+4.3%+$31.1K
Castleview Partners, LLC$755.6K2670.33%15q-1.1%-$8.5K
Legacy Private Trust Co.$721.7K2550.04%21q-21.3%-$195.3K
Wedmont Private Capital$628.7K2160.02%17q-11.5%-$81.5K
CENTRAL BANK & TRUST CO$616.9K2180.09%18q-1.4%-$8.5K
PARK NATIONAL CORP /OH/$452.8K1600.01%14q-1.8%-$8.5K
Monument Capital Management$362.2K1280.08%18q+11.3%+$36.8K
Valeo Financial Advisors, LLC$308.5K1090.01%7q+47.3%+$99.1K
Apeiron RIA LLC$301.6K1070.07%17q-60.7%-$465.1K
Douglas Lane & Associates, LLC$288.7K1020.00%32q-10.5%-$34.0K
Cadent Capital Advisors, LLC$266.0K940.06%5qHELD
Sound Income Strategies, LLC$257.5K880.01%32q-13.7%-$41.0K
MassMutual Private Wealth & Trust, FSB$240.6K850.01%24q+1.2%+$2.8K
DIVERSIFIED MANAGEMENT INC$220.7K780.04%newNEW
Successful Portfolios LLC$210.5K750.10%21qHELD
Shelter Rock Management, LLC$200.5K710.19%4q-4.1%-$8.5K
TOMPKINS FINANCIAL CORP$181.1K640.01%31q-1.5%-$2.8K
Versant Capital Management, Inc$175.5K620.02%32q+1.6%+$2.8K
Rosenberg Matthew Hamilton$158.5K560.03%21q+7.7%+$11.3K
Byrne Asset Management LLC$143.8K510.08%20qHELD
Bangor Savings Bank$130.2K460.01%9qHELD
Grove Bank & Trust$121.7K430.01%16q-2.3%-$2.8K
EASTERN BANK$101.9K360.00%9qHELD
Roxbury Financial LLC$76.4K270.06%8q-3.6%-$2.8K
ARMSTRONG ADVISORY GROUP, INC$59.4K210.00%16qHELD
Wealth Enhancement Trust Services, Inc.$59.4K210.01%4q-81.2%-$257.5K
Coastline Trust Co$48.1K170.00%6qHELD
NORTH POINT PORTFOLIO MANAGERS CORP/OH$36.8K130.01%newNEW
BURKETT FINANCIAL SERVICES, LLC$31.1K110.01%newNEW
Marquette Asset Management, LLC$17.0K60.00%newNEW
GoalVest Advisory LLC$17.0K60.00%2q+20.0%+$2.8K
ELEVATION WEALTH PARTNERS, LLC$14.2K50.00%11qHELD
Bank of New Hampshire$14.2K50.00%19qHELD
GK Wealth Management LLC$14.2K50.01%newNEW
Mn Services Vermogensbeheer B.V.$13.8K4,8710.10%14q+4.3%
Hickory Point Bank & Trust$11.3K40.01%3qHELD
ATWOOD & PALMER INC$5.7K20.00%21qHELD
MJT & Associates Financial Advisory Group, Inc.$5.7K20.00%7q+100.0%+$2.8K
Investors Research Corp$2.8K10.00%3qHELD
Noble Wealth Management PBC$2.8K10.00%4qHELD
Paladin Partners, LLC$2.8K10.00%2qHELD
CX Institutional$8432980.02%19q+30.1%
Polaris Financial Partners$84300.04%newFIRST

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-2713G/AJPMORGAN CHASE & CO.7.5%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-092026-10-06Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-07LeRiche Dennis W.Sr. Vice PresidentSold1,455$4.5M
2026-05-29Hannasch BrianDirectorBought165$492.9K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202655$155.7M55,008610210.0%
Q2 20261,282$56.3B16,985,1971124014535.5%
Q1 20261,298$52.3B14,895,629933654974.2%
Q4 20251,339$54.2B15,293,309993495104.4%
Q3 20251,352$70.3B15,672,9201344304054.4%
Q2 20251,309$60.2B15,850,3491254344162.2%
Q1 20251,280$60.6B15,634,1711453684481.6%
Q4 20241,228$52.3B15,682,477703923774.1%
Q3 20241,174$56.1B17,096,7251043603664.1%
Q2 20241,143$52.4B17,071,471824003463.4%
Q1 20241,161$58.0B17,816,3811343423903.9%
Q4 20231,113$47.0B17,218,276883073965.4%
Q3 20231,048$44.4B16,511,154803113795.6%
Q2 20231,048$44.0B16,818,378803144174.8%
Q1 20231,038$45.9B18,034,239773213853.4%
Q4 20221,048$44.0B17,085,836912714124.4%
Q3 2022984$39.8B17,621,682902773755.4%
Q2 2022945$40.9B18,103,5251082953555.0%
Q1 2022909$39.2B18,365,845882723444.2%
Q4 2021907$42.7B18,520,8141062582939.4%
Q3 2021823$34.0B18,886,047882392695.7%
Q2 2021786$30.1B19,186,567652582734.9%
Q1 2021771$29.0B19,556,338932362875.2%
Q4 2020755$26.7B20,465,909792462478.7%
Q3 2020714$26.7B21,132,699532132817.1%
Q2 2020722$26.1B21,793,0501051603295.8%
Q1 2020679$19.7B21,802,728651952826.3%
Q4 2019755$28.4B22,277,732702042816.8%
Q3 2019711$26.3B22,651,859692082686.9%
Q2 2019696$27.5B23,565,774612352577.8%
Q1 2019713$25.3B23,557,5841002242555.0%
Q4 2018660$22.2B24,582,4961413137.6%