AZONYSERetail-Auto & Home Supply StoresFiscal year ends August 29
AUTOZONE INC
Financials through Q3 FY2026, quarter ended May 9, 2026Last filing: 10-Q on Jun 12, 2026
$3097.88−22.71 (-0.73%)
Close on Oct 19, 2026
- Market cap
- $52.21B
- P/E (TTM)
- 21.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
95.5%
16M of 16M shares
Institutional holders
1,265
113 new, 128 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
4 buys · 8 sales
Net sold $38.32M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 1,273,656 | 7.40% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 1,241,699 | 7.53% | 13G (passive) | Mar 31, 2026 |
| JPMorgan Chase & Co. | 1,235,814 | 7.50% | 13G (passive) amendment | Jun 30, 2026 |
| JPMorgan Chase & Co | 1,122,977 | 6.80% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AZO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1,253,632 | 7.68% | $3.95B | +110,269 | 0.22% |
| BlackRock, Inc. | 1,232,366 | 7.55% | $3.94B | −11,724 | 0.06% |
| Vanguard Capital Management LLC | 1,078,476 | 6.61% | $3.45B | +1,752 | 0.07% |
| Vanguard Portfolio Management LLC | 765,406 | 4.69% | $2.45B | +219,628 | 0.11% |
| State Street Corp | 718,693 | 4.40% | $2.30B | +15,799 | 0.07% |
| Geode Capital Management, LLC | 416,591 | 2.55% | $1.34B | +1,899 | 0.07% |
| Price T Rowe Associates Inc /Md/ | 400,861 | 2.46% | $1.28M | +9,857 | 0.13% |
| Morgan Stanley | 398,036 | 2.44% | $1.27B | −48,098 | 0.07% |
| Royal Bank of Canada | 310,982 | 1.90% | $993.88M | −14,496 | 0.15% |
| Norges Bank | 283,494 | 1.74% | $906.03M | New | 0.09% |
| First Manhattan Co. LLC. | 262,141 | 1.61% | $837.79M | +326 | 2.14% |
| FMR LLC | 245,701 | 1.51% | $785.25M | −40,018 | 0.03% |
| PineStone Asset Management Inc. | 244,260 | 1.50% | $780.64M | −12,585 | 4.82% |
| Fiera Capital Corp | 222,315 | 1.36% | $710.51M | −38,728 | 2.58% |
| Arrowstreet Capital, Limited Partnership | 202,358 | 1.24% | $646.72M | +82,577 | 0.29% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 201,821 | 1.24% | $645.01M | +2,564 | 0.49% |
| Parnassus Investments, LLC | 181,409 | 1.11% | $579.77M | −14,241 | 1.55% |
| Alliancebernstein L.P. | 179,569 | 1.10% | $606.54M | −14,000 | 0.20% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 179,254 | 1.10% | $572.89M | +1,555 | 0.32% |
| Northern Trust Corp | 163,131 | 1.00% | $521.36M | −5,700 | 0.06% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,265 | 16M | 95.5% | 113 / 414 | 470 / 128 | 2M | 1M |
| Q1 2026 | 1,298 | 15M | 90.6% | 110 / 391 | 528 / 133 | 3M | 2M |
| Q4 2025 | 1,335 | 15M | 93.4% | 158 / 373 | 541 / 144 | 1M | 2M |
| Q3 2025 | 1,350 | 16M | 96.2% | 144 / 458 | 429 / 85 | 1M | 2M |
| Q2 2025 | 1,307 | 16M | 97.3% | 140 / 447 | 444 / 88 | 1M | 1M |
| Q1 2025 | 1,272 | 16M | 95.9% | 165 / 390 | 472 / 90 | 1M | 1M |
| Q4 2024 | 1,217 | 16M | 96.2% | 140 / 425 | 401 / 69 | 1M | 4M |
| Q3 2024 | 1,164 | 18M | 100.0% | 115 / 402 | 387 / 83 | 3M | 1M |
| Q2 2024 | 1,141 | 17M | 100.0% | 95 / 425 | 372 / 99 | 1M | 2M |
| Q1 2024 | 1,159 | 18M | 100.0% | 148 / 361 | 413 / 83 | 2M | 1M |
| Q4 2023 | 1,109 | 17M | 100.0% | 156 / 326 | 410 / 72 | 2M | 1M |
| Q3 2023 | 1,041 | 16M | 100.0% | 92 / 330 | 403 / 86 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AZO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 523,092 | 3.20% | $1.67B | 0.07% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 428,640 | 2.63% | $1.37B | 0.08% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 357,023 | 2.19% | $1.14B | 0.51% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 227,211 | 1.39% | $726.15M | 0.08% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 212,021 | 1.30% | $622.32M | 0.07% | May 31, 2026 |
| Vanguard Growth Index Fund | 193,135 | 1.18% | $617.25M | 0.16% | Jun 30, 2026 |
| Parnassus Core Equity Fund | 152,105 | 0.93% | $486.12M | 2.01% | Jun 30, 2026 |
| Fidelity Magellan Fund | 131,970 | 0.81% | $421.77M | 1.12% | Jun 30, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 126,198 | 0.77% | $403.32M | 1.16% | Jun 30, 2026 |
| T. Rowe Price Value Fund, Inc. | 116,091 | 0.71% | $371.02M | 1.09% | Jun 30, 2026 |
| JPMorgan U.S. Equity Fund | 114,272 | 0.70% | $365.21M | 1.09% | Jun 30, 2026 |
| State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | 92,626 | 0.57% | $296.03M | 1.31% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 91,339 | 0.56% | $291.91M | 1.26% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 89,453 | 0.55% | $285.89M | 0.08% | Jun 30, 2026 |
| Allspring Special Mid Cap Value Fund | 72,400 | 0.44% | $231.39M | 1.72% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| William C. Rhodes Iii | Chairman, Director | 12,541 | 0.08% | Jan 5, 2026 |
| Philip B. Daniele | President & CEO | 2,284 | 0.01% | Sep 29, 2026 |
| Kenneth E. Jaycox | SVP Commercial | 1,703 | 0.01% | Sep 1, 2026 |
| Dennis W. LeRiche | Sr. Vice President | 1,896 | 0.01% | Aug 10, 2026 |
| Grace Orians Sharpley | SVP, Finance | 132 | 0.00% | Jul 14, 2026 |
| Mary Denise McCullough | SVP Supply Chain | 137 | 0.00% | Jul 14, 2026 |
| John Scott Murphy | Vice President, Controller | 1,260 | 0.01% | Apr 2, 2026 |
| K. Michelle Borninkhof | Senior Vice President & CIO | 685 | 0.00% | Apr 2, 2026 |
| Jamere Jackson | CFO | 494 | 0.00% | Apr 2, 2026 |
| Jenna M. Bedsole | Sr. Vice President | 69 | 0.00% | Apr 2, 2026 |
| Richard Craig Smith | Sr. Vice President | 2,627 | 0.02% | Jan 27, 2026 |
| Thomas B. Newbern | COO | 3,187 | 0.02% | Dec 22, 2025 |
| Eric Leef | SVP HR | – | – | Oct 14, 2025 |
| Lucas J. Rauch | SVP, Merchandising & Sourcing | 1 | 0.00% | Oct 14, 2025 |
| Bailey L. Childress | SVP, Merchandising Support | 51 | 0.00% | Oct 14, 2025 |
| Domingo Hurtado | Sr. Vice President | 160 | 0.00% | Oct 14, 2025 |
| Eric S. Gould | Sr. Vice President | 906 | 0.01% | Oct 14, 2025 |
| Lindsay Lehman | SVP, Marketing | 25 | 0.00% | Oct 14, 2025 |
| William R. Hackney | Executive Vice President | 99 | 0.00% | Oct 2, 2025 |
| Brian Hannasch | Director | 1,219 | 0.01% | May 29, 2026 |
| Earl G. Graves Jr | Director | 4,837 | 0.03% | Apr 14, 2026 |
| George R. Mrkonic Jr | Director | 3,228 | 0.02% | Feb 27, 2026 |
| Montesinos Constantino Spas | Director | 132 | 0.00% | Jan 5, 2026 |
| Jill A. Soltau | Director | 1,254 | 0.01% | Jan 5, 2026 |
| Gale V. King | Director | 1,336 | 0.01% | Jan 5, 2026 |
| Linda Goodspeed | Director | 2,987 | 0.02% | Jan 5, 2026 |
| Michael A. George | Director | 653 | 0.00% | Jan 5, 2026 |
| Claire McDonough | Director | 143 | 0.00% | Jan 5, 2026 |
| Enderson Guimaraes | Director | 2,295 | 0.01% | Dec 20, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Philip B. Daniele President & CEO | Sep 25, 2026 | Option exercise | +250 | $587.13 | $146.78K | 336 |
| Kenneth E. Jaycox SVP Commercial | Aug 28, 2026 | Award | +1,688 | $2961.96 | $5.00M | 1,703 |
| Dennis W. LeRiche Sr. Vice President | Aug 7, 2026 | Option exercise | +1,455 | $1060.81 | $1.54M | 1,896 |
| Dennis W. LeRiche Sr. Vice President | Aug 7, 2026 | Sale | −1,455 | $3100.00 | $4.51M | 441 |
| Mary Denise McCullough SVP Supply Chain | Jul 13, 2026 | Gift | −1 | – | – | 137 |
| Brian Hannasch Director | May 29, 2026 | Buy | +165 | $2987.00 | $492.86K | 1,219 |
| Earl G. Graves Jr Director | Apr 10, 2026 | Sale | −50 | $3478.72 | $173.94K | 4,837 |
| John Scott Murphy Vice President, Controller | Mar 31, 2026 | Award | +1 | – | – | 1,260 |
| John Scott Murphy Vice President, Controller | Mar 31, 2026 | Award | +4 | $3377.78 | $13.51K | 1,259 |
| Kenneth E. Jaycox SVP Commercial | Mar 31, 2026 | Award | +1 | $3377.78 | $3.38K | 14 |
| Philip B. Daniele President & CEO | Mar 31, 2026 | Award | +2 | – | – | 84 |
| Philip B. Daniele President & CEO | Mar 31, 2026 | Award | +10 | $3377.78 | $33.78K | 82 |
| Jamere Jackson CFO | Mar 31, 2026 | Award | +1 | $3377.78 | $3.38K | 494 |
| Jenna M. Bedsole Sr. Vice President | Mar 31, 2026 | Award | +4 | $3377.78 | $13.51K | 69 |
| Jenna M. Bedsole Sr. Vice President | Mar 31, 2026 | Award | +1 | – | – | 70 |
| K. Michelle Borninkhof Senior Vice President & CIO | Mar 31, 2026 | Award | +3 | $3377.78 | $10.13K | 426 |
| K. Michelle Borninkhof Senior Vice President & CIO | Mar 31, 2026 | Award | +1 | – | – | 427 |
| Richard Craig Smith Sr. Vice President | Jan 23, 2026 | Sale | −5,910 | $3700.00 | $21.87M | 2,627 |
| Richard Craig Smith Sr. Vice President | Jan 23, 2026 | Option exercise | +5,910 | $587.13 | $3.47M | 8,537 |
| Richard Craig Smith Sr. Vice President | Jan 16, 2026 | Sale | −3,190 | $3500.00 | $11.17M | 2,627 |
| Richard Craig Smith Sr. Vice President | Jan 16, 2026 | Option exercise | +3,190 | $744.85 | $2.38M | 5,817 |
| George R. Mrkonic Jr Director | Jan 2, 2026 | Sale | −0.81 | $3344.57 | $2.71K | 3,660 |
| George R. Mrkonic Jr Director | Jan 2, 2026 | Sale | −96 | $3341.97 | $320.83K | 3,564 |
| Earl G. Graves Jr Director | Jan 2, 2026 | Sale | −250 | $3295.00 | $823.75K | 4,887 |
| Claire McDonough Director | Jan 1, 2026 | Award | +86.98 | – | – | 143 |
| George R. Mrkonic Jr Director | Jan 1, 2026 | Award | +94.35 | – | – | 3,661 |
| Earl G. Graves Jr Director | Jan 1, 2026 | Award | +88.45 | – | – | 5,137 |
| Michael A. George Director | Jan 1, 2026 | Award | +86.98 | – | – | 653 |
| Jill A. Soltau Director | Jan 1, 2026 | Award | +82.55 | – | – | 1,254 |
| Brian Hannasch Director | Jan 1, 2026 | Award | +92.87 | – | – | 1,054 |
| Gale V. King Director | Jan 1, 2026 | Award | +82.55 | – | – | 1,336 |
| William C. Rhodes Iii Chairman, Director | Jan 1, 2026 | Award | +156.27 | – | – | 10,202 |
| Montesinos Constantino Spas Director | Jan 1, 2026 | Award | +86.98 | – | – | 132 |
| Linda Goodspeed Director | Jan 1, 2026 | Award | +91.4 | – | – | 2,987 |
| Philip B. Daniele President & CEO | Dec 31, 2025 | Award | +2 | – | – | 71 |
| Philip B. Daniele President & CEO | Dec 31, 2025 | Award | +13 | $3391.50 | $44.09K | 69 |
| Kenneth E. Jaycox SVP Commercial | Dec 31, 2025 | Award | +1 | – | – | 12 |
| Kenneth E. Jaycox SVP Commercial | Dec 31, 2025 | Award | +2 | $3391.50 | $6.78K | 11 |
| K. Michelle Borninkhof Senior Vice President & CIO | Dec 31, 2025 | Award | +3 | $3391.50 | $10.17K | 421 |
| K. Michelle Borninkhof Senior Vice President & CIO | Dec 31, 2025 | Award | +1 | – | – | 422 |
| Jamere Jackson CFO | Dec 31, 2025 | Award | +2 | $3391.50 | $6.78K | 490 |
| Dennis W. LeRiche Sr. Vice President | Dec 31, 2025 | Award | +3 | $3391.50 | $10.17K | 435 |
| Dennis W. LeRiche Sr. Vice President | Dec 31, 2025 | Award | +1 | – | – | 436 |
| Jenna M. Bedsole Sr. Vice President | Dec 31, 2025 | Award | +4 | $3391.50 | $13.57K | 63 |
| Jenna M. Bedsole Sr. Vice President | Dec 31, 2025 | Award | +1 | – | – | 64 |
| John Scott Murphy Vice President, Controller | Dec 31, 2025 | Award | +5 | $3391.50 | $16.96K | 1,253 |
| John Scott Murphy Vice President, Controller | Dec 31, 2025 | Award | +1 | – | – | 1,254 |
| Michael A. George Director | Dec 22, 2025 | Buy | +145 | $3398.13 | $492.73K | 566 |
| Thomas B. Newbern COO | Dec 22, 2025 | Gift | −44 | – | – | 1,392 |
| Brian Hannasch Director | Dec 18, 2025 | Buy | +147 | $3393.09 | $498.78K | 962 |
| Philip B. Daniele President & CEO | Dec 15, 2025 | Gift | −500 | – | – | 55 |
| Philip B. Daniele President & CEO | Dec 11, 2025 | Option exercise | +500 | $587.13 | $293.57K | 555 |
| Jamere Jackson CFO | Dec 10, 2025 | Buy | +55 | $3413.50 | $187.74K | 488 |
| Richard Craig Smith Sr. Vice President | Nov 6, 2025 | Gift | −300 | – | – | 2,626 |
| K. Michelle Borninkhof Senior Vice President & CIO | Oct 27, 2025 | Sale(10b5-1 plan) | −300 | $3775.00 | $1.13M | 416 |
| K. Michelle Borninkhof Senior Vice President & CIO | Oct 27, 2025 | Option exercise | +300 | $1519.62 | $455.89K | 716 |
| Philip B. Daniele President & CEO | Oct 17, 2025 | Option exercise | +2,533 | $587.13 | $1.49M | 2,588 |
| Philip B. Daniele President & CEO | Oct 17, 2025 | Sale | −36 | $4023.45 | $144.84K | 2,552 |
| Philip B. Daniele President & CEO | Oct 17, 2025 | Sale | −92 | $4025.10 | $370.31K | 2,460 |
| Philip B. Daniele President & CEO | Oct 17, 2025 | Sale | −136 | $4028.40 | $547.86K | 2,324 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Dennis W. LeRiche Officer | Aug 7, 2026 | 1,455 | $4.51M | Aug 7, 2026 | Stock Option Exercise |
| Earl G. Graves Jr Director | Apr 10, 2026 | 50 | $173.94K | Apr 10, 2026 | Restricted Stock Vesting |
| Richard Craig Smith Officer | Jan 23, 2026 | 5,910 | $21.87M | Jan 23, 2026 | Option Granted - 09/26/2017 |
| Richard Craig Smith Officer | Jan 16, 2026 | 3,190 | $11.17M | Jan 16, 2026 | Option Granted 09/23/2016 |
| George R. Mrkonic Jr Director | Jan 2, 2026 | 97 | $323.54K | Jan 2, 2026 | Restricted Stock Vesting |
| Earl G. Graves Jr Director | Jan 2, 2026 | 250 | $823.75K | Jan 2, 2026 | Restricted Stock Vesting |
| K. Michelle Borninkhof Officer | Oct 27, 2025 | 300 | $1.13M | Oct 27, 2025 | Option Granted - 05/10/2021 |
| Philip B. Daniele Officer, Director | Oct 17, 2025 | 2,533 | $10.18M | Oct 17, 2025 | Option Granted - 09/26/2017 |
| John Scott Murphy Officer | Sep 24, 2025 | 2,860 | $11.94M | Sep 24, 2025 | Option Granted - 09/23/2016 |
| Richard Craig Smith Officer | Jul 24, 2025 | 3,000 | $11.63M | Jul 24, 2025 | Option Granted - 09/23/2016 |
| K. Michelle Borninkhof Officer | Jun 20, 2025 | 750 | $2.70M | Jun 20, 2025 | Option Granted - 05/10/2021 |
| William C. Rhodes Iii Director | Jun 10, 2025 | 1 | $3.46K | Jun 10, 2025 | Restricted Stock Vesting |
| William C. Rhodes Iii Director | Jun 10, 2025 | 2,500 | $9.25M | Jun 10, 2025 | Gift |
| William C. Rhodes Iii Director | Jun 10, 2025 | 27,500 | $101.75M | Jun 10, 2025 | employee stock option |
| Jamere Jackson Officer | May 30, 2025 | 2,612 | $9.74M | May 30, 2025 | Option Granted - 09/23/2020 |