AstraZeneca PLC
AZN- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000901832
In the last 90 days, AstraZeneca PLC insiders filed 1 open-market purchase and 0 sales; 1,511 institutions reported holding it in 13F filings for Q2 2026, worth $151.3B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in AstraZeneca PLC as of Jun 30, 2025. 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
- 1,223
- −12 vs. Q1 2025
- Shares held
- 496.0M
- −5.58M (−1.1%) vs. Q1 2025
- Total value
- $34.7B
- −$2.31B (−6.2%) vs. Q1 2025
- New holders
- 98
- 461 more added
- Sold out
- 110
- 440 more reduced
16 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AZN 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,511 | $151.3B |
| Q1 2026 | 1,389 | $148.4B |
| Q4 2025 | 1,410 | $46.4B |
| Q3 2025 | 1,292 | $37.9B |
| Q2 2025 | 1,223 | $34.7B |
| Q1 2025 | 1,251 | $37.0B |
| Q4 2024 | 1,222 | $33.7B |
| Q3 2024 | 1,230 | $39.1B |
| Q2 2024 | 1,213 | $39.0B |
| Q1 2024 | 1,141 | $33.8B |
| Q4 2023 | 1,131 | $33.2B |
| Q3 2023 | 1,075 | $33.7B |
| Q2 2023 | 1,093 | $35.4B |
| Q1 2023 | 1,057 | $35.0B |
| Q4 2022 | 1,063 | $34.2B |
| Q3 2022 | 968 | $28.3B |
| Q2 2022 | 1,019 | $34.9B |
| Q1 2022 | 984 | $34.3B |
| Q4 2021 | 952 | $29.4B |
| Q3 2021 | 911 | $31.1B |
| Q2 2021 | 772 | $26.1B |
| Q1 2021 | 757 | $20.4B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 44,785 | $3.13M | 0.24% | −10,290−18.7% | Reduced |
| RSM US Wealth Management LLC | 44,901 | $3.14M | 0.04% | −7,029−13.5% | Reduced |
| Engineers Gate Manager LP | 45,030 | $3.15M | 0.04% | +9,223+25.8% | Added |
| Sound View Wealth Advisors Group, LLC | 45,534 | $3.18M | 0.24% | +2,245+5.2% | Added |
| Guardian Partners Inc. | 44,932 | $3.18M | 0.29% | −2,045−4.4% | Reduced |
| DCF Advisers, LLC | 45,800 | $3.20M | 1.54% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 46,469 | $3.25M | 0.02% | +536+1.2% | Added |
| Principal Securities, Inc. | 46,495 | $3.25M | 0.06% | +18,442+65.7% | Added |
| Daiwa Securities Group Inc. | 46,642 | $3.26M | 0.01% | +559+1.2% | Added |
| Clayton Partners LLC | 46,748 | $3.27M | 2.74% | −4,890−9.5% | Reduced |
| Morton Community Bank | 46,750 | $3.27M | 0.81% | +2,280+5.1% | Added |
| Armistice Capital, LLC | 47,000 | $3.28M | 0.12% | +23,000+95.8% | Added |
| Madison Asset Management, LLC | 47,087 | $3.29M | 0.04% | −776−1.6% | Reduced |
| Kennedy Capital Management, Inc. | 47,294 | $3.30M | 0.08% | −1,855−3.8% | Reduced |
| Ieq Capital, LLC | 47,574 | $3.32M | 0.02% | +6,917+17.0% | Added |
| NewEdge Wealth, LLC | 45,638 | $3.40M | 0.05% | +7,021+18.2% | Added |
| Americana Partners, LLC | 49,011 | $3.42M | 0.12% | −558−1.1% | Reduced |
| Ramirez Asset Management, Inc. | 49,187 | $3.44M | 0.52% | +10,204+26.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 49,214 | $3.44M | 0.00% | +3,968+8.8% | Added |
| Nwi Management LP | 50,000 | $3.49M | 0.32% | 00.0% | Unchanged |
| Vident Advisory, LLC | 50,198 | $3.51M | 0.04% | −46,982−48.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 50,921 | $3.56M | 0.03% | +967+1.9% | Added |
| Stanley-Laman Group, Ltd. | 51,003 | $3.56M | 0.53% | −7,846−13.3% | Reduced |
| Pittenger & Anderson Inc | 51,245 | $3.58M | 0.13% | −9,361−15.4% | Reduced |
| Fiduciary Group LLC | 51,427 | $3.59M | 0.34% | +133+0.3% | Added |
| Gsa Capital Partners LLP | 51,984 | $3.63M | 0.25% | +51,984 | New |
| Brookmont Capital Management | 52,645 | $3.68M | 2.11% | −1,267−2.4% | Reduced |
| Profund Advisors LLC | 52,952 | $3.70M | 0.13% | +6,814+14.8% | Added |
| CIBC World Markets Inc. | 53,023 | $3.71M | 0.01% | +7,513+16.5% | Added |
| Naples Global Advisors, LLC | 53,289 | $3.72M | 0.32% | −676−1.3% | Reduced |
| Eagle Global Advisors LLC | 53,536 | $3.74M | 0.15% | +160+0.3% | Added |
| AQR Capital Management LLC | 53,944 | $3.77M | 0.00% | +16,443+43.8% | Added |
| Crossmark Global Holdings, Inc. | 54,209 | $3.79M | 0.06% | −419−0.8% | Reduced |
| Samjo Management, LLC | 54,305 | $3.79M | 1.60% | −250−0.5% | Reduced |
| Toronto Dominion Bank | 54,569 | $3.81M | 0.01% | +16,551+43.5% | Added |
| Keybank National Association | 54,913 | $3.84M | 0.01% | +804+1.5% | Added |
| WSFS Capital Management, LLC | 55,228 | $3.86M | 0.21% | −1,215−2.2% | Reduced |
| Point72 (DIFC) Ltd | 55,419 | $3.87M | 0.31% | +7,830+16.5% | Added |
| Adviser Investments LLC | 55,489 | $3.88M | 0.05% | +4,342+8.5% | Added |
| Callan Family Office, LLC | 55,814 | $3.90M | 0.12% | +36,565+190.0% | Added |
| Caption Management, LLC | 55,998 | $3.91M | 0.36% | +55,998 | New |
| Cox Capital Mgt LLC | 57,264 | $4.00M | 2.73% | −1,504−2.6% | Reduced |
| Asio Capital, LLC | 57,323 | $4.01M | 0.67% | +3,153+5.8% | Added |
| AIMZ Investment Advisors, LLC | 57,331 | $4.01M | 1.34% | −266−0.5% | Reduced |
| Channel Wealth LLC | 57,391 | $4.01M | 1.13% | +14,898+35.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 57,730 | $4.03M | 0.48% | +13,943+31.8% | Added |
| Henry James International Management, Inc. | 57,963 | $4.05M | 1.33% | 00.0% | Unchanged |
| Signaturefd, LLC | 60,233 | $4.21M | 0.07% | −3,330−5.2% | Reduced |
| RNC Capital Management LLC | 60,277 | $4.21M | 0.20% | +561+0.9% | Added |
| Norges Bank | 60,378 | $4.22M | 0.00% | +44,000+268.7% | Added |
| Ingalls & Snyder LLC | 60,596 | $4.23M | 0.15% | −46−0.1% | Reduced |
| James Investment Research Inc | 60,682 | $4.24M | 0.50% | −5,088−7.7% | Reduced |
| Hantz Financial Services, Inc. | 61,189 | $4.28M | 0.07% | +12,104+24.7% | Added |
| Parallax Volatility Advisers, L.P. | 61,586 | $4.30M | 0.17% | +61,583+2,052,766.7% | Added |
| Motco | 59,062 | $4.32M | 0.41% | −422−0.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 62,058 | $4.34M | 0.02% | −17,148−21.6% | Reduced |
| South State Corp. | 63,350 | $4.43M | 0.19% | +240.0% | Added |
| Guardian Capital LP | 63,426 | $4.43M | 0.16% | +5,496+9.5% | Added |
| Benson Investment Management Company, Inc. | 63,482 | $4.44M | 1.68% | +63,482 | New |
| Rossmore Private Capital | 64,234 | $4.49M | 0.52% | +1,854+3.0% | Added |
| Azzad Asset Management Inc | 64,346 | $4.50M | 0.48% | +1,219+1.9% | Added |
| Benjamin Edwards Inc | 64,635 | $4.52M | 0.06% | +9,643+17.5% | Added |
| Fred Alger Management, LLC | 64,779 | $4.53M | 0.02% | −133,447−67.3% | Reduced |
| GLOBALT Investments LLC | 64,919 | $4.54M | 0.17% | −3,747−5.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 65,845 | $4.60M | 0.55% | +1,880+2.9% | Added |
| Timber Creek Capital Management LLC | 62,164 | $4.63M | 1.18% | −57−0.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 66,470 | $4.64M | 0.43% | +946+1.4% | Added |
| Patten Group, Inc. | 66,492 | $4.65M | 0.98% | +14,507+27.9% | Added |
| Penobscot Investment Management Company, Inc. | 67,022 | $4.68M | 0.40% | +10,267+18.1% | Added |
| GTS Securities LLC | 67,767 | $4.74M | 0.21% | +62,731+1,245.7% | Added |
| Shelton Capital Management | 69,091 | $4.83M | 0.11% | −90.0% | Reduced |
| Naviter Wealth, LLC | 69,527 | $4.86M | 0.60% | +2,535+3.8% | Added |
| Orca Wealth Management, LLC | 69,618 | $4.86M | 4.10% | −516−0.7% | Reduced |
| Synovus Financial Corp | 70,732 | $4.94M | 0.06% | +5,882+9.1% | Added |
| Tudor Investment Corp Et Al | 71,175 | $4.97M | 0.04% | +35,899+101.8% | Added |
| Wetherby Asset Management Inc | 71,774 | $5.02M | 0.22% | +71,774 | New |
| Gabelli Funds LLC | 72,300 | $5.05M | 0.04% | 00.0% | Unchanged |
| Ethic Inc. | 72,744 | $5.08M | 0.09% | −5,275−6.8% | Reduced |
| Mengis Capital Management, Inc. | 72,860 | $5.09M | 1.08% | +12,150+20.0% | Added |
| GWM Advisors LLC | 73,646 | $5.15M | 0.03% | −236−0.3% | Reduced |
| Hendley & Co Inc | 73,690 | $5.15M | 1.80% | +650+0.9% | Added |
| Kestra Advisory Services, LLC | 73,694 | $5.15M | 0.03% | +4,854+7.1% | Added |
| Bleakley Financial Group, LLC | 73,811 | $5.16M | 0.13% | +4,050+5.8% | Added |
| Pacer Advisors, Inc. | 59,268 | $5.21M | 0.01% | +2,884+5.1% | Added |
| Valicenti Advisory Services Inc | 75,989 | $5.31M | 1.24% | +509+0.7% | Added |
| Nixon Peabody Trust Co | 76,421 | $5.34M | 0.41% | +1,424+1.9% | Added |
| Nissay Asset Management Corp | 77,046 | $5.38M | 0.03% | +5,774+8.1% | Added |
| Bryn Mawr Trust Co | 77,132 | $5.39M | 0.10% | +171+0.2% | Added |
| Geneos Wealth Management Inc. | 77,196 | $5.39M | 0.13% | +59,228+329.6% | Added |
| Oliver Luxxe Assets LLC | 78,301 | $5.47M | 0.98% | +4,449+6.0% | Added |
| Walleye Trading LLC | 80,358 | $5.62M | 0.14% | +14,101+21.3% | Added |
| Northwestern Mutual Wealth Management Co | 81,628 | $5.70M | 0.00% | −1,881−2.3% | Reduced |
| DekaBank Deutsche Girozentrale | 81,742 | $5.76M | 0.01% | +142+0.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 82,473 | $5.76M | 0.03% | −2,928−3.4% | Reduced |
| Colony Group, LLC | 83,044 | $5.80M | 0.01% | +3,404+4.3% | Added |
| Ritholtz Wealth Management | 83,686 | $5.85M | 0.13% | +8,215+10.9% | Added |
| Lido Advisors, LLC | 83,744 | $5.85M | 0.03% | +1,503+1.8% | Added |
| Goelzer Investment Management, Inc. | 83,875 | $5.86M | 0.32% | +647+0.8% | Added |
| Capital Wealth Planning, LLC | 84,314 | $5.89M | 0.05% | +23,200+38.0% | Added |
| Vestmark Advisory Solutions, Inc. | 84,399 | $5.90M | 0.09% | +16,359+24.0% | Added |