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Azio AI Holdings, Inc.

AZIO
Exchange
Nasdaq
Industry
Motor Vehicle Parts & Accessories
SEC CIK
0001563568

In the last 90 days, Azio AI Holdings, Inc. insiders filed 1 open-market purchase and 1 sale; 23 institutions reported holding it in 13F filings for Q2 2026, worth $1.25M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Azio AI Holdings, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
22
+4 vs. Q3 2023
Shares held
853.1K
+46.6K (+5.8%) vs. Q3 2023
Total value
$1.16M
−$123.2K (−9.6%) vs. Q3 2023
New holders
5
6 more added
Sold out
1
3 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AZIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 22 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 1 institutionQ1 2022: 0 institutionsQ2 2022: 1 institutionQ3 2022: 16 institutionsQ4 2022: 17 institutionsQ1 2023: 16 institutionsQ2 2023: 18 institutionsQ3 2023: 19 institutionsQ4 2023: 22 institutionsQ1 2024: 25 institutionsQ2 2024: 21 institutionsQ3 2024: 17 institutionsQ4 2024: 22 institutionsQ1 2025: 23 institutionsQ2 2025: 24 institutionsQ3 2025: 13 institutionsQ4 2025: 19 institutionsQ1 2026: 15 institutionsQ2 2026: 23 institutions
Value heldQ4 2023: $1.16M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $124.0KQ1 2022: $0Q2 2022: $152.0KQ3 2022: $3.63MQ4 2022: $1.72MQ1 2023: $2.61MQ2 2023: $1.83MQ3 2023: $1.32MQ4 2023: $1.16MQ1 2024: $2.48MQ2 2024: $1.71MQ3 2024: $1.61MQ4 2024: $1.16MQ1 2025: $247.3KQ2 2025: $364.8KQ3 2025: $138.3KQ4 2025: $79.2KQ1 2026: $651.8KQ2 2026: $1.25M
Institutions holding AZIO and their total value by quarter
QuarterHoldersValue
Q2 202623$1.25M
Q1 202615$651.8K
Q4 202519$79.2K
Q3 202513$138.3K
Q2 202524$364.8K
Q1 202523$247.3K
Q4 202422$1.16M
Q3 202417$1.61M
Q2 202421$1.71M
Q1 202425$2.48M
Q4 202322$1.16M
Q3 202319$1.32M
Q2 202318$1.83M
Q1 202316$2.61M
Q4 202217$1.72M
Q3 202216$3.63M
Q2 20221$152.0K
Q1 20220$0
Q4 20211$124.0K
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Azio AI Holdings, Inc.; share changes are against Q3 2023.

Institutions holding AZIO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc458,715$623.9K0.00%00.0%Unchanged
BlackRock Inc.162,459$220.9K0.00%−344−0.2%Reduced
Geode Capital Management, LLC109,092$144.0K0.00%00.0%Unchanged
Flagship Harbor Advisors, LLC34,415$46.8K0.00%+34,415New
Consolidated Portfolio Review Corp23,500$32.0K0.01%00.0%Unchanged
Crewe Advisors LLC14,700$20.0K0.00%−450−3.0%Reduced
Citadel Advisors LLC14,894$19.7K0.00%+14,894New
Caldwell Sutter Capital, Inc.13,050$17.7K0.01%00.0%Unchanged
Northern Trust Corp12,674$17.2K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)5,362$7.29K0.00%+147+2.8%Added
Allworth Financial LP2,550$3.47K0.00%00.0%Unchanged
Atwood & Palmer Inc650$8840.00%00.0%Unchanged
FMR LLC301$3970.00%+301New
National Bank of Canada220$2770.00%00.0%Unchanged
UBS Group AG175$2380.00%+75+75.0%Added
Wells Fargo & Company96$1310.00%+5+5.5%Added
Morgan Stanley60$820.00%+10+20.0%Added
JPMorgan Chase & Co26$340.00%+11+73.3%Added
Bank of America Corp21$280.00%+18+600.0%Added
Davis Capital Management3$40.00%+3New
Royal Bank of Canada77$00.00%−2,023−96.3%Reduced
Simplex Trading, LLC43$00.00%+43New
Comerica Bank0$00.00%−500−100.0%Sold out
First Republic Investment Management, Inc.––––Not filed