IIINNYSESteel Works, Blast Furnaces & Rolling & Finishing MillsFiscal year ends October 3
INSTEEL INDUSTRIES INC
Financials through Q3 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Jul 16, 2026
$29.53−0.13 (-0.44%)
Close on Oct 19, 2026
- Market cap
- $575.66M
- P/E (TTM)
- 15.9
- Dividend yield
- 3.79%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
85.2%
16M of 19M shares
Institutional holders
188
43 new, 51 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $112.96K
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. | 1,434,036 | 7.40% | 13G (passive) amendment | Jun 30, 2026 |
| Dimensional Fund Advisors LP | 1,239,317 | 6.40% | 13G (passive) amendment | Dec 29, 2023 |
| Global X Management CO LLC | 1,209,588 | 6.25% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IIIN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,523,656 | 7.87% | $46.01M | −1,325,117 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,199,958 | 6.20% | $36.24M | +94,905 | 0.04% |
| Dimensional Fund Advisors LP | 1,169,892 | 6.04% | $35.33M | +82,110 | 0.01% |
| First Eagle Investment Management, LLC | 1,022,908 | 5.28% | $30.89M | +641,954 | 0.03% |
| Vanguard Capital Management LLC | 821,480 | 4.24% | $24.81M | +5,659 | 0.00% |
| Geode Capital Management, LLC | 534,655 | 2.76% | $16.15M | +38,412 | 0.00% |
| Robotti Robert | 477,530 | 2.47% | $14.42M | +179,720 | 2.33% |
| Jane Street Group, LLC | 438,799 | 2.27% | $13.25M | +358,154 | 0.00% |
| Citadel Advisors LLC | 411,992 | 2.13% | $12.44M | +165,225 | 0.00% |
| State Street Corp | 400,968 | 2.07% | $12.11M | −324,524 | 0.00% |
| Qube Research & Technologies Ltd | 371,738 | 1.92% | $11.23M | +216,679 | 0.01% |
| Cerity Partners LLC | 361,160 | 1.87% | $10.91M | +135,836 | 0.01% |
| Royce & Associates LP | 354,368 | 1.83% | $10.70M | +132,980 | 0.09% |
| Bruce & Co., Inc. | 343,423 | 1.77% | $10.37M | – | 2.81% |
| Charles Schwab Investment Management Inc | 311,980 | 1.61% | $9.42M | −38,042 | 0.00% |
| Aqr Capital Management LLC | 301,372 | 1.56% | $9.10M | +230,551 | 0.00% |
| Diamond Hill Capital Management Inc | 298,778 | 1.54% | $9.02M | New | 0.07% |
| Oppenheimer & Co Inc | 259,432 | 1.34% | $7.83M | +3,531 | 0.08% |
| Hrt Financial LP | 229,512 | 1.19% | $6.93K | +172,129 | 0.00% |
| Bank of New York Mellon Corp | 222,700 | 1.15% | $6.73M | −41,369 | 0.00% |
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 | 188 | 16M | 85.2% | 43 / 82 | 47 / 51 | 5M | 4M |
| Q1 2026 | 201 | 16M | 81.8% | 38 / 71 | 65 / 21 | 3M | 2M |
| Q4 2025 | 187 | 16M | 82.2% | 26 / 71 | 69 / 32 | 1M | 1M |
| Q3 2025 | 196 | 16M | 81.8% | 35 / 72 | 70 / 21 | 1M | 1M |
| Q2 2025 | 183 | 16M | 83.3% | 35 / 64 | 66 / 14 | 1M | 2M |
| Q1 2025 | 162 | 16M | 84.8% | 32 / 52 | 61 / 16 | 2M | 1M |
| Q4 2024 | 147 | 16M | 83.5% | 19 / 56 | 56 / 24 | 1M | 1M |
| Q3 2024 | 153 | 16M | 82.8% | 25 / 50 | 56 / 15 | 5M | 1M |
| Q2 2024 | 144 | 16M | 83.5% | 27 / 45 | 55 / 24 | 1M | 2M |
| Q1 2024 | 142 | 17M | 86.1% | 7 / 47 | 62 / 14 | 1M | 1M |
| Q4 2023 | 150 | 16M | 84.3% | 17 / 59 | 56 / 22 | 2M | 1M |
| Q3 2023 | 156 | 16M | 80.9% | 24 / 53 | 56 / 14 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IIIN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Global X U.S. Infrastructure Development ETF | 1,094,586 | 5.65% | $30.09M | 0.22% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 578,931 | 2.99% | $17.48M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 491,295 | 2.54% | $14.84M | 0.02% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 450,413 | 2.33% | $13.81M | 0.48% | Jul 31, 2026 |
| Royce Small-Cap Special Equity Fund | 350,000 | 1.81% | $10.57M | 2.21% | Jun 30, 2026 |
| Bruce Fund | 343,423 | 1.77% | $10.37M | 2.76% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 253,795 | 1.31% | $7.78M | 0.04% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 220,561 | 1.14% | $6.66M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 207,279 | 1.07% | $6.35M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 175,084 | 0.90% | $5.29M | 0.04% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 163,985 | 0.85% | $5.03M | 0.03% | Jul 31, 2026 |
| Diamond Hill Small Cap Fund | 163,371 | 0.84% | $4.93M | 1.60% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 140,429 | 0.73% | $4.30M | 0.03% | Jul 31, 2026 |
| ICON Natural Resources and Infrastructure Fund | 136,000 | 0.70% | $4.11M | 3.05% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 106,985 | 0.55% | $2.94M | 0.03% | May 31, 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 |
|---|---|---|---|---|
| H. O. Woltz Iii | Chairman, President and CEO, Director | 667,529 | 3.45% | Aug 18, 2026 |
| Richard Wagner | Senior Vice President and COO | 41,700 | 0.22% | Aug 27, 2026 |
| Scot R. Jafroodi | VP, CFO and Treasurer | 51,379 | 0.27% | Aug 18, 2026 |
| James R. York | Senior Vice President | 10,874 | 0.06% | Aug 18, 2026 |
| Elizabeth Carroll Southern | VP, Secretary and CLO | 1,479 | 0.01% | Aug 18, 2026 |
| Jon M. Ruth | Director | 45,057 | 0.23% | Feb 12, 2026 |
| Blake Doyle | Director | 2,703 | 0.01% | Feb 12, 2026 |
| Eric Zernikow | Director | 137 | 0.00% | Feb 12, 2026 |
| Abney S. Boxley Iii | Director | 21,461 | 0.11% | Feb 12, 2026 |
| W. Allen Rogers Ii | Director | 99,754 | 0.52% | Feb 12, 2026 |
| Anne H. Lloyd | Director | 13,651 | 0.07% | Feb 12, 2026 |
| G. Kennedy Thompson | Director | 34,117 | 0.18% | Feb 12, 2026 |
| Joseph A. Rutkowski | Director | 21,851 | 0.11% | Feb 14, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard Wagner Senior Vice President and COO | Aug 27, 2026 | Sale | −1,640 | $30.31 | $49.71K | 40,000 |
| Richard Wagner Senior Vice President and COO | Aug 14, 2026 | Option exercise | +2,218 | – | – | 42,218 |
| Richard Wagner Senior Vice President and COO | Aug 14, 2026 | Tax withholding | −578 | $32.62 | $18.85K | 41,640 |
| Elizabeth Carroll Southern VP, Secretary and CLO | Aug 14, 2026 | Tax withholding | −941 | $32.62 | $30.70K | 1,479 |
| Elizabeth Carroll Southern VP, Secretary and CLO | Aug 14, 2026 | Option exercise | +2,420 | – | – | 2,420 |
| James R. York Senior Vice President | Aug 14, 2026 | Option exercise | +1,210 | – | – | 10,874 |
| James R. York Senior Vice President | Aug 14, 2026 | Tax withholding | −344 | $32.62 | $11.22K | 10,530 |
| Scot R. Jafroodi VP, CFO and Treasurer | Aug 14, 2026 | Tax withholding | −526 | $32.62 | $17.16K | 49,731 |
| Scot R. Jafroodi VP, CFO and Treasurer | Aug 14, 2026 | Option exercise | +2,017 | – | – | 50,257 |
| H. O. Woltz Iii Chairman, President and CEO, Director | Aug 14, 2026 | Option exercise | +5,647 | – | – | 496,919 |
| H. O. Woltz Iii Chairman, President and CEO, Director | Aug 14, 2026 | Tax withholding | −1,473 | $32.62 | $48.05K | 495,446 |
| H. O. Woltz Iii Chairman, President and CEO, Director | Apr 22, 2026 | Gift | −10,022 | – | – | 491,272 |
| Richard Wagner Senior Vice President and COO | Feb 26, 2026 | Sale | −1,679 | $37.67 | $63.25K | 40,000 |
| James R. York Senior Vice President | Feb 14, 2026 | Tax withholding | −418 | $37.58 | $15.71K | 9,664 |
| James R. York Senior Vice President | Feb 14, 2026 | Option exercise | +1,239 | – | – | 10,082 |
| Richard Wagner Senior Vice President and COO | Feb 14, 2026 | Option exercise | +2,271 | – | – | 42,271 |
| Richard Wagner Senior Vice President and COO | Feb 14, 2026 | Tax withholding | −592 | $37.58 | $22.25K | 41,679 |
| H. O. Woltz Iii Chairman, President and CEO, Director | Feb 14, 2026 | Option exercise | +5,781 | – | – | 502,802 |
| H. O. Woltz Iii Chairman, President and CEO, Director | Feb 14, 2026 | Tax withholding | −1,508 | $37.58 | $56.67K | 501,294 |
| Scot R. Jafroodi VP, CFO and Treasurer | Feb 14, 2026 | Option exercise | +2,065 | – | – | 48,778 |
| Scot R. Jafroodi VP, CFO and Treasurer | Feb 14, 2026 | Tax withholding | −538 | $37.58 | $20.22K | 48,240 |
| Abney S. Boxley Iii Director | Feb 11, 2026 | Option exercise | +2,703 | – | – | 16,433 |
| Jon M. Ruth Director | Feb 11, 2026 | Option exercise | +2,703 | – | – | 24,959 |
| Anne H. Lloyd Director | Feb 11, 2026 | Option exercise | +2,703 | – | – | 13,651 |
| G. Kennedy Thompson Director | Feb 11, 2026 | Option exercise | +2,703 | – | – | 34,117 |
| Blake Doyle Director | Feb 11, 2026 | Option exercise | +2,703 | – | – | 2,703 |
| W. Allen Rogers Ii Director | Feb 10, 2026 | Option exercise | +2,703 | – | – | 96,167 |
| H. O. Woltz Iii Chairman, President and CEO, Director | Dec 4, 2025 | Gift | −4,300 | – | – | 497,021 |
| James R. York Senior Vice President | Sep 4, 2025 | Sale | −600 | $38.50 | $23.10K | 8,843 |
| H. O. Woltz Iii Chairman, President and CEO, Director | Aug 28, 2025 | Gift | −2,025 | – | – | 501,321 |
| Richard Wagner Senior Vice President and COO | Aug 26, 2025 | Sale | −4,366 | $38.42 | $167.74K | 40,660 |
| James R. York Senior Vice President | Aug 22, 2025 | Sale | −3,000 | $38.50 | $115.50K | 9,443 |
| Scot R. Jafroodi VP, CFO and Treasurer | Aug 19, 2025 | Option exercise | +4,237 | $18.25 | $77.33K | 49,416 |
| Scot R. Jafroodi VP, CFO and Treasurer | Aug 19, 2025 | Tax withholding | −2,256 | $37.06 | $83.61K | 44,149 |
| Scot R. Jafroodi VP, CFO and Treasurer | Aug 19, 2025 | Tax withholding | −2,703 | $37.06 | $100.17K | 46,713 |
| Scot R. Jafroodi VP, CFO and Treasurer | Aug 19, 2025 | Tax withholding | −2,425 | $37.06 | $89.87K | 45,179 |
| Scot R. Jafroodi VP, CFO and Treasurer | Aug 19, 2025 | Option exercise | +3,455 | $21.57 | $74.52K | 47,604 |
| Scot R. Jafroodi VP, CFO and Treasurer | Aug 19, 2025 | Option exercise | +2,629 | $29.69 | $78.06K | 46,405 |
| James R. York Senior Vice President | Aug 15, 2025 | Tax withholding | −328 | $37.18 | $12.20K | 12,443 |
| James R. York Senior Vice President | Aug 15, 2025 | Option exercise | +1,144 | – | – | 12,771 |
| Scot R. Jafroodi VP, CFO and Treasurer | Aug 15, 2025 | Tax withholding | −301 | $37.18 | $11.19K | 43,776 |
| Scot R. Jafroodi VP, CFO and Treasurer | Aug 15, 2025 | Option exercise | +1,144 | – | – | 44,077 |
| Richard Wagner Senior Vice President and COO | Aug 15, 2025 | Tax withholding | −552 | $37.18 | $20.52K | 45,026 |
| Richard Wagner Senior Vice President and COO | Aug 15, 2025 | Option exercise | +2,098 | – | – | 45,578 |
| H. O. Woltz Iii Chairman, President and CEO, Director | Aug 15, 2025 | Tax withholding | −1,407 | $37.18 | $52.31K | 503,346 |
| H. O. Woltz Iii Chairman, President and CEO, Director | Aug 15, 2025 | Option exercise | +5,340 | – | – | 504,753 |
| James R. York Senior Vice President | Jul 23, 2025 | Option exercise | +2,230 | $29.43 | $65.63K | 18,541 |
| James R. York Senior Vice President | Jul 23, 2025 | Option exercise | +939 | $30.99 | $29.10K | 23,150 |
| James R. York Senior Vice President | Jul 23, 2025 | Option exercise | +1,891 | $30.27 | $57.24K | 22,211 |
| James R. York Senior Vice President | Jul 23, 2025 | Option exercise | +1,779 | $32.77 | $58.30K | 20,320 |
| James R. York Senior Vice President | Jul 23, 2025 | Tax withholding | −11,523 | $37.55 | $432.69K | 11,627 |
| James R. York Senior Vice President | Jul 23, 2025 | Option exercise | +3,107 | $19.86 | $61.71K | 16,311 |
| James R. York Senior Vice President | Jul 23, 2025 | Option exercise | +1,737 | $18.25 | $31.70K | 13,204 |
| James R. York Senior Vice President | Jul 23, 2025 | Option exercise | +3,455 | $21.57 | $74.52K | 11,467 |
| James R. York Senior Vice President | May 19, 2025 | Option exercise | +2,500 | $18.25 | $45.63K | 9,654 |
| James R. York Senior Vice President | May 19, 2025 | Tax withholding | −1,642 | $37.19 | $61.07K | 8,012 |
| Scot R. Jafroodi VP, CFO and Treasurer | May 16, 2025 | Option exercise | +2,377 | $34.49 | $81.98K | 44,581 |
| Scot R. Jafroodi VP, CFO and Treasurer | May 16, 2025 | Tax withholding | −4,599 | $37.34 | $171.73K | 42,933 |
| Scot R. Jafroodi VP, CFO and Treasurer | May 16, 2025 | Option exercise | +2,951 | $26.75 | $78.94K | 47,532 |
| Richard Wagner Senior Vice President and COO | Feb 15, 2025 | Tax withholding | −470 | $31.18 | $14.65K | 43,480 |
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 |
|---|---|---|---|---|---|
| Richard Wagner Officer | Aug 24, 2026 | 1,640 | $49.72K | Aug 24, 2026 | Vested Restricted Stock |
| Richard Wagner Officer | Feb 26, 2026 | 1,679 | $63.48K | Feb 26, 2026 | Restricted Stock Units |
| Richard Wagner Officer | Aug 25, 2025 | 4,366 | $168.48K | Aug 25, 2025 | Equity Compensation |
| Richard Wagner Officer | Mar 1, 2024 | 1,715 | $62.20K | Feb 29, 2024 | Vested RSUs |
| James F. Petelle Officer | Dec 12, 2023 | 2,250 | $82.13K | Dec 13, 2023 | Vesting of Restricted Stock Units |
| James F. Petelle Officer | Sep 6, 2023 | 1,499 | $50.97K | Sep 6, 2023 | Restricted Stock Vesting |
| Richard Wagner Officer | Aug 18, 2023 | 2,533 | $78.00K | Aug 16, 2023 | VESTING OF RSU'S |
| Richard Wagner Officer | Aug 10, 2023 | 2,628 | $82.00K | Aug 9, 2023 | OPTION EXERCISE |
| James F. Petelle Officer | Jun 6, 2023 | 4,908 | $152.15K | Jun 6, 2023 | Exercise of stock options |