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 |
|---|---|---|---|---|---|
| Optas, LLC | 14,977 | $1.05M | 0.20% | −597−3.8% | Reduced |
| Umb Bank N A | 14,988 | $1.05M | 0.02% | −1,028−6.4% | Reduced |
| Burney Co | 14,991 | $1.05M | 0.04% | −981−6.1% | Reduced |
| Westport Asset Management Inc | 15,000 | $1.05M | 0.46% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 15,098 | $1.06M | 0.01% | −17,555−53.8% | Reduced |
| Apollon Wealth Management, LLC | 15,273 | $1.07M | 0.02% | −602−3.8% | Reduced |
| Brown Advisory Inc | 15,313 | $1.07M | 0.00% | +1,837+13.6% | Added |
| Smartleaf Asset Management LLC | 15,382 | $1.07M | 0.09% | −927−5.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,429 | $1.08M | 0.40% | +40+0.3% | Added |
| Cooper Financial Group | 15,482 | $1.08M | 0.13% | −420−2.6% | Reduced |
| Intrust Bank NA | 15,535 | $1.09M | 0.10% | −285−1.8% | Reduced |
| SeaCrest Wealth Management, LLC | 15,546 | $1.09M | 0.12% | −497−3.1% | Reduced |
| Smith, Salley & Associates | 15,651 | $1.09M | 0.06% | −1,144−6.8% | Reduced |
| IHT Wealth Management, LLC | 15,759 | $1.10M | 0.03% | +2,240+16.6% | Added |
| Allworth Financial LP | 15,850 | $1.11M | 0.01% | +3,264+25.9% | Added |
| New England Research & Management, Inc. | 15,950 | $1.11M | 0.53% | 00.0% | Unchanged |
| LVW Advisors, LLC | 15,971 | $1.12M | 0.12% | −989−5.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 15,972 | $1.12M | 0.31% | −5,578−25.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 16,006 | $1.12M | 0.00% | +11+0.1% | Added |
| Fulton Bank, N.A. | 16,042 | $1.12M | 0.04% | +790+5.2% | Added |
| Ascent Group, LLC | 16,065 | $1.12M | 0.04% | −10.0% | Reduced |
| Bank of Hawaii | 16,261 | $1.14M | 0.06% | +5,115+45.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 16,262 | $1.14M | 0.03% | +778+5.0% | Added |
| Exchange Traded Concepts, LLC | 16,305 | $1.14M | 0.01% | −9,665−37.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,362 | $1.14M | 0.07% | −39−0.2% | Reduced |
| Personal Cfo Solutions, LLC | 16,506 | $1.15M | 0.21% | −5,496−25.0% | Reduced |
| Sowell Financial Services LLC | 16,552 | $1.16M | 0.05% | +232+1.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 16,575 | $1.16M | 0.38% | −298−1.8% | Reduced |
| 44 Wealth Management LLC | 16,598 | $1.16M | 0.41% | +3,137+23.3% | Added |
| ICONIQ Capital, LLC | 16,859 | $1.18M | 0.02% | +1,036+6.5% | Added |
| Altfest L J & Co Inc | 16,872 | $1.18M | 0.14% | −7,475−30.7% | Reduced |
| Hancock Whitney Corp | 16,896 | $1.18M | 0.02% | +5,887+53.5% | Added |
| Coldstream Capital Management Inc | 16,912 | $1.18M | 0.02% | −811−4.6% | Reduced |
| Sagespring Wealth Partners, LLC | 17,094 | $1.19M | 0.03% | +3,010+21.4% | Added |
| Stonegate Investment Group, LLC | 17,252 | $1.21M | 0.03% | +941+5.8% | Added |
| Jarislowsky, Fraser Ltd | 17,262 | $1.21M | 0.01% | +2,580+17.6% | Added |
| TLWM | 17,428 | $1.22M | 0.23% | +169+1.0% | Added |
| Texas Bank & Trust Co | 17,438 | $1.22M | 0.48% | +875+5.3% | Added |
| Norinchukin Bank, The | 17,493 | $1.22M | 0.02% | +1,872+12.0% | Added |
| Valeo Financial Advisors, LLC | 17,560 | $1.23M | 0.03% | +1,969+12.6% | Added |
| Fragasso Group Inc. | 17,565 | $1.23M | 0.08% | −426−2.4% | Reduced |
| Davenport & Co LLC | 17,817 | $1.25M | 0.01% | +904+5.3% | Added |
| Lester Murray Antman dba SimplyRich | 17,862 | $1.25M | 0.35% | +829+4.9% | Added |
| Perpetual Ltd | 17,946 | $1.25M | 0.01% | −5,821−24.5% | Reduced |
| Forum Financial Management, LP | 18,156 | $1.27M | 0.02% | +598+3.4% | Added |
| Sterling Capital Management LLC | 18,165 | $1.27M | 0.02% | −132−0.7% | Reduced |
| HSBC Holdings PLC | 18,228 | $1.27M | 0.00% | −62,580−77.4% | Reduced |
| Transcend Wealth Collective, LLC | 18,275 | $1.28M | 0.10% | −34,616−65.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 18,421 | $1.29M | 0.17% | −2,118−10.3% | Reduced |
| Ronald Blue Trust, Inc. | 18,472 | $1.29M | 0.02% | −2,947−13.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 18,475 | $1.29M | 0.04% | +434+2.4% | Added |
| Sectoral Asset Management Inc | 18,640 | $1.30M | 0.86% | −150−0.8% | Reduced |
| Wealth Alliance | 18,704 | $1.31M | 0.15% | +370+2.0% | Added |
| Pitcairn Co | 18,795 | $1.31M | 0.09% | −6,319−25.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 18,996 | $1.32M | 0.04% | −91−0.5% | Reduced |
| CWM, LLC | 18,973 | $1.33M | 0.00% | +8,886+88.1% | Added |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.34M | 0.16% | 00.0% | Unchanged |
| West Family Investments, Inc. | 19,119 | $1.34M | 0.35% | +5,051+35.9% | Added |
| Kovitz Investment Group Partners, LLC | 19,496 | $1.36M | 0.01% | +1,176+6.4% | Added |
| Ameritas Investment Partners, Inc. | 19,524 | $1.36M | 0.04% | +476+2.5% | Added |
| Hohimer Wealth Management, LLC | 19,651 | $1.37M | 0.24% | +82+0.4% | Added |
| Savant Capital, LLC | 19,671 | $1.37M | 0.01% | +7,209+57.8% | Added |
| Prime Capital Investment Advisors, LLC | 19,680 | $1.38M | 0.02% | −3,419−14.8% | Reduced |
| Commerce Bank | 19,727 | $1.38M | 0.01% | +103+0.5% | Added |
| Canandaigua National Bank & Trust Co | 19,804 | $1.38M | 0.13% | +3,260+19.7% | Added |
| Checchi Capital Advisers, LLC | 19,843 | $1.39M | 0.10% | −1,333−6.3% | Reduced |
| Thrivent Financial for Lutherans | 19,890 | $1.39M | 0.00% | −3,090−13.4% | Reduced |
| Axxcess Wealth Management, LLC | 19,989 | $1.40M | 0.03% | −1,626−7.5% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 20,000 | $1.40M | 0.99% | −2,000−9.1% | Reduced |
| Vista Investment Management | 20,006 | $1.40M | 0.52% | +1,055+5.6% | Added |
| TD Private Client Wealth LLC | 20,129 | $1.41M | 0.03% | +1,362+7.3% | Added |
| Coppell Advisory Solutions LLC | 20,413 | $1.43M | 0.17% | −3,704−15.4% | Reduced |
| Perigon Wealth Management, LLC | 20,476 | $1.43M | 0.03% | +1,000+5.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,495 | $1.43M | 0.01% | −10,587−34.1% | Reduced |
| Public Employees Retirement System of Ohio | 20,600 | $1.44M | 0.00% | +20,600 | New |
| Frank, Rimerman Advisors LLC | 20,680 | $1.45M | 0.10% | +10,826+109.9% | Added |
| Proficio Capital Partners LLC | 20,771 | $1.45M | 0.09% | −20.0% | Reduced |
| Advisory Services Network, LLC | 19,935 | $1.46M | 0.02% | +376+1.9% | Added |
| First American Bank | 20,954 | $1.46M | 0.10% | −3,632−14.8% | Reduced |
| J.W. Cole Advisors, Inc. | 20,981 | $1.47M | 0.03% | +663+3.3% | Added |
| Aaron Wealth Advisors | 21,079 | $1.47M | 0.15% | +570+2.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 21,100 | $1.47M | 0.12% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 21,185 | $1.48M | 0.02% | −12,085−36.3% | Reduced |
| GeoWealth Management, LLC | 21,328 | $1.49M | 0.06% | +1,734+8.8% | Added |
| Beacon Pointe Advisors, LLC | 21,360 | $1.49M | 0.02% | +862+4.2% | Added |
| Syon Capital LLC | 21,404 | $1.50M | 0.10% | +1,681+8.5% | Added |
| AdvisorNet Financial, Inc | 21,533 | $1.50M | 0.10% | +23+0.1% | Added |
| Zions Bancorporation, National Association | 21,546 | $1.51M | 0.08% | +256+1.2% | Added |
| Equitable Holdings, Inc. | 21,572 | $1.51M | 0.01% | +1,714+8.6% | Added |
| Banco Santander, S.A. | 21,600 | $1.51M | 0.01% | +4,850+29.0% | Added |
| Paradigm Asset Management Co LLC | 11,500 | $1.51M | 0.37% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 21,723 | $1.52M | 0.04% | +21,723 | New |
| LMCG Investments, LLC | 21,752 | $1.52M | 0.10% | −1,156−5.0% | Reduced |
| Potomac Fund Management Inc | 21,708 | $1.52M | 0.09% | +21,708 | New |
| Kayne Anderson Rudnick Investment Management LLC | 21,876 | $1.53M | 0.00% | +19,580+852.8% | Added |
| Stablepoint Partners, LLC | 21,938 | $1.53M | 0.26% | +113+0.5% | Added |
| Evelyn Partners Asset Management Ltd | 22,131 | $1.55M | 0.39% | +540+2.5% | Added |
| Verition Fund Management LLC | 22,356 | $1.56M | 0.01% | +11,079+98.2% | Added |
| Sig Brokerage, LP | 22,572 | $1.58M | 0.43% | +22,572 | New |
| MAI Capital Management | 22,613 | $1.58M | 0.01% | +2,448+12.1% | Added |