Armstrong World Industries (AWI) Quarterly Institutional 13F Update (Q2 2026)

AWI ranks #1246 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

479 institutions disclose a position in AWI, but none treat it as a major bet — even Timucuan Asset Management Inc/fl, its most concentrated holder, allocates just 4.6% of its own portfolio to it.

GAMMA Investing LLC has added to its AWI position for two straight quarters, increasing it by $757.5K to reach $1.5M today.

State of Alaska, Department of Revenue has trimmed its AWI position for two straight quarters, cutting it by $2.3M while still holding $3.7M.

AWI is up 0.9% today, and institutions have been net buyers of $1.2B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AWI posted net income of $315.3M over the trailing twelve months, and currently trades at a P/E of 23.3.

• Profitable — net income of $315.3M over the trailing twelve months
• Revenue grew 8.6% year over year
• Net income improved year over year, from $296.0M to $315.3M
• Generated $355.5M in positive operating cash flow
• Current ratio of 1.46x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting