Avalon Holdings AWX Institutional Ownership

NYSE AWX

$2.56 +0.02 (+0.79%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

17 Institutions

Increased 4 23.5%

Unchanged 11 64.7%

Reduced 2 11.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

7.56%

▼-0.32 pp QoQ

Shares Held by Institutions

294.61K

of 3.90Mn outstanding

▲+8.98% QoQ

Shares Outstanding

3.90Mn

3.60Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+24.27K

accumulated since last quarter

Value of Holdings

$754.20K

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Avalon Holdings Corp (NYSE:AWX) showed up in the 13F filings of 17 institutional investors as of June 2026.

These investors held 7.6% of outstanding shares in June 2026, down from 7.9% in March 2026.
They increased total shares held in AWX by 8.98% quarter over quarter, and investors in Avalon Holdings increased 21.43% from a year ago.
Activity in AWX broke down as 4 buyers, 2 sellers, and 11 unchanged among 17 total holders.
In total, institutional investors held 294.61K shares in Avalon Holdings as of June 2026, up by 24.27K shares quarter on quarter, and up 12.87K shares year over year.
DIMENSIONAL FUND ADVISORS LP is the top holder of Avalon Holdings as of June 30, 2026, with 75.9K shares representing 1.95% of outstanding stock.
The biggest buyers of Avalon Holdings for the quarter ending June 2026 included CITADEL ADVISORS LLC (17.86K), HRT FINANCIAL LP (10.84K), RAFFLES ASSOCIATES LP (754), COUNTRY TRUST BANK (125).
The largest sales of AWX for the quarter ending June 2026 came from RENAISSANCE TECHNOLOGIES LLC (5.17K), UBS Group AG (133).
Per Business Quant, the top 10 investors in AWX for the quarter ending June 2026 include DIMENSIONAL FUND ADVISORS LP (75.9K), RENAISSANCE TECHNOLOGIES LLC (70.81K), WITTENBERG INVESTMENT MANAGEMENT, INC. (36.78K), RAFFLES ASSOCIATES LP (25.97K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (20.8K), CITADEL ADVISORS LLC (17.86K), LPL Financial LLC (16.54K), HRT FINANCIAL LP (10.84K), VANGUARD CAPITAL MANAGEMENT LLC (10.65K), VANGUARD FIDUCIARY TRUST CO (7.74K).

Form 13F Holdings

17 Institutional Holders

Report period 30 Jun, 2026

Total shares held 294.61K

Of outstanding 7.56%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	DIMENSIONAL FUND ADVISORS LP	0000354204	75,897	1.95%	0	0.00%	$188.98K
2	RENAISSANCE TECHNOLOGIES LLC	0001037389	70,810	1.82%	▼5,172	-6.81%	$176.32K
3	WITTENBERG INVESTMENT MANAGEMENT, INC.	0001697790	36,784	0.94%	0	0.00%	$91.59K
4	RAFFLES ASSOCIATES LP	0001169581	25,968	0.67%	▲754	+2.99%	$64.66K
5	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	20,800	0.53%	0	0.00%	$51.79K
6	CITADEL ADVISORS LLC	0001423053	17,855	0.46%	▲17,855	0.00%	$44.46K
7	LPL Financial LLC	0001403438	16,538	0.42%	0	0.00%	$41.18K
8	HRT FINANCIAL LP	0001475597	10,844	0.28%	▲10,844	0.00%	$27
9	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	10,649	0.27%	0	0.00%	$26.52K
10	VANGUARD FIDUCIARY TRUST CO	0000933478	7,743	0.20%	0	0.00%	$19.28K
11	BlackRock, Inc.	0002012383	250	0.01%	0	0.00%	$623
12	JFS WEALTH ADVISORS, LLC	0001568068	239	0.01%	0	0.00%	$596
13	COUNTRY TRUST BANK	0001209324	125	0.00%	▲125	0.00%	$311
14	FMR LLC	0000315066	100	0.00%	0	0.00%	$249
15	UBS Group AG	0001610520	6	0.00%	▼133	-95.68%	$15
16	Citigroup Inc	0000831001	1	0.00%	0	0.00%	$2
17	Wells Fargo & Company/Mn	0000072971	0	0.00%	0	0.00%	$1