AutoZone, Inc. (NYSE: AZO) is a leading retailer and distributor of automotive replacement parts, tools, and accessories across the United States, Mexico, and Brazil. Shares recently traded around $3,827 per share, giving the company a market value of roughly $63.6 billion.
Once a traditional auto parts retailer, AutoZone has become one of the most consistent compounders in specialty retail thanks to stable demand, disciplined capital allocation, and one of the most aggressive share repurchase programs in the S&P 500.
Looking at who owns AutoZone and recent insider trades helps show how the biggest investors are approaching the stock today.
Who Are AutoZone’s Top Shareholders?
AutoZone’s shareholder base is led by major passive institutions. These firms tend to hold through market cycles, which can help keep long term ownership stable. Active managers adjusted in both directions, showing a blend of confidence and caution.
AutoZone’s largest shareholders
- The Vanguard Group: 1,789,875 shares (10.76%), ~$6.85B. Added 26,385 shares (+1.50%).
- BlackRock Institutional Trust: 848,614 shares (5.10%), ~$3.24B. Cut 3,725 shares (0.44%).
- State Street Investment Management: 714,880 shares (4.30%), ~$2.74B. Added 789 shares (+0.11%).
- Geode Capital: 448,959 shares (2.70%), ~$1.72B. Added 4,288 shares (+0.96%).
- J.P. Morgan Asset Management: 414,717 shares (2.49%), ~$1.59B. Cut 88,366 shares (17.56%).
- T. Rowe Price Associates: 349,728 shares (2.10%), ~$1.34B. Added 28,237 shares (+8.78%).
- Fidelity Management: 313,882 shares (1.89%), ~$1.20B. Added 28,980 shares (+10.17%).
- Boston Partners: 275,948 shares (1.66%), ~$1.06B. Cut 45,892 shares (14.26%).
- PineStone Asset Management: 265,305 shares (1.60%), ~$1.01B. Cut 16,388 shares (5.82%).
Hedge fund highlights
- Schonfeld Strategic Advisors boosted its AutoZone stake by 797%, adding about 3.9k shares, now holding roughly $18.9M worth of the stock.
- Squarepoint Ops lifted its position by 435%, adding approximately 6.7k shares for a total of about $35.3M.
- Renaissance Technologies, led by Jim Simons, raised its holdings by 163%, adding nearly 13.9k shares to reach a position worth around $96M.
Vanguard, BlackRock, and State Street create a steady base, while hedge fund increases signal that some quant and multi strategy investors may be leaning more positively on AutoZone’s fundamentals.
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AutoZone’s Recent Insider Trades
Insider trades can offer a useful view of how confident executives and directors may be feeling about the stock. Recent filings for AutoZone show mostly small transactions that lean toward selling.
Recent insider activity
- Philip B. Daniele III (Officer): Sold 92 to 454 shares across multiple trades on 10/16/25 at prices near 4020 to 4028.
- Philip B. Daniele III: Recorded 2,533 shares at 587, which may relate to vesting or an award settlement.
- Michelle Borninkhof (Officer): Sold 300 shares at 3775.
- Richard Craig Smith (Officer): Disposed 300 shares on 11/5/25.
- Other entries: Small 1 to 2 share purchases by directors/officers that may be administrative rather than meaningful buys.
These transactions do not shift overall ownership much, but they offer context on how leadership may be managing personal exposure at current price levels.
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What the Ownership & Insider Trade Data Tell Us
AutoZone’s shareholder base is anchored by passive giants like Vanguard, BlackRock, and State Street, giving the stock steady institutional support. Among active managers, the mixed moves suggest different views on valuation and near term performance. Some funds are adding, while others are trimming.
Insider activity appears cautious, with several small sales and limited buying. Some filings look tied to compensation timing, though that is not confirmed. This combination paints a balanced picture.
For investors, the takeaway is clear. AutoZone continues to be treated as a reliable long term compounder, supported by strong fundamentals and repeatable cash flow, but both insiders and active institutions appear to be taking a measured approach as the company navigates growth in its commercial segment and continues large scale share buybacks.
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