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 |
|---|---|---|---|---|---|
| Monte Financial Group, LLC | 22,697 | $1.59M | 0.62% | −27−0.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,834 | $1.60M | 0.22% | +2,700+13.4% | Added |
| LMR Partners LLP | 22,895 | $1.60M | 0.02% | +22,545+6,441.4% | Added |
| Integrated Wealth Concepts LLC | 23,006 | $1.61M | 0.02% | −1,755−7.1% | Reduced |
| Oarsman Capital, Inc. | 23,329 | $1.63M | 0.26% | −376−1.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 23,476 | $1.64M | 0.04% | +6,424+37.7% | Added |
| Stephens Inc | 23,496 | $1.64M | 0.02% | +26+0.1% | Added |
| Atomi Financial Group, Inc. | 23,914 | $1.67M | 0.06% | −12,059−33.5% | Reduced |
| Resources Investment Advisors, LLC. | 24,414 | $1.71M | 0.02% | −6,663−21.4% | Reduced |
| Valley National Advisers Inc | 24,547 | $1.71M | 0.28% | +128+0.5% | Added |
| Aigen Investment Management, LP | 24,767 | $1.73M | 0.24% | +19,705+389.3% | Added |
| Nicholas Hoffman & Company, LLC. | 24,864 | $1.74M | 0.04% | −508−2.0% | Reduced |
| Dillon & Associates Inc | 25,195 | $1.76M | 0.24% | +1,013+4.2% | Added |
| Greenleaf Trust | 25,560 | $1.79M | 0.02% | −2,048−7.4% | Reduced |
| Diversify Advisory Services, LLC | 23,805 | $1.79M | 0.07% | +2,425+11.3% | Added |
| Level Four Advisory Services, LLC | 25,718 | $1.80M | 0.07% | +3,789+17.3% | Added |
| Venturi Wealth Management, LLC | 25,930 | $1.81M | 0.09% | +490+1.9% | Added |
| SWP Investment Management LLC | 26,055 | $1.82M | 2.15% | +231+0.9% | Added |
| Koa Wealth Management, LLC | 26,260 | $1.84M | 1.46% | −994−3.6% | Reduced |
| Iams Wealth Management, LLC | 26,486 | $1.85M | 0.85% | −1,777−6.3% | Reduced |
| Robbins Farley LLC | 26,567 | $1.86M | 0.86% | +26,567 | New |
| HighPoint Advisor Group LLC | 26,827 | $1.87M | 0.10% | +2,716+11.3% | Added |
| Citizens National Bank Trust Department | 27,456 | $1.92M | 0.38% | +362+1.3% | Added |
| Jones Financial Companies LLLP | 27,601 | $1.93M | 0.00% | +6,431+30.4% | Added |
| HB Wealth Management, LLC | 27,650 | $1.93M | 0.02% | −18,913−40.6% | Reduced |
| Oppenheimer & Co Inc | 27,681 | $1.93M | 0.03% | +3,875+16.3% | Added |
| Kestra Private Wealth Services, LLC | 27,897 | $1.95M | 0.03% | +2,857+11.4% | Added |
| Jamison Private Wealth Management, Inc. | 28,055 | $1.96M | 0.28% | −248−0.9% | Reduced |
| Horizon Investments, LLC | 28,594 | $1.98M | 0.03% | +11,142+63.8% | Added |
| DRW Securities, LLC | 28,528 | $1.99M | 0.14% | +13,316+87.5% | Added |
| Marks Group Wealth Management, Inc | 28,554 | $2.00M | 0.19% | −12,673−30.7% | Reduced |
| FNY Investment Advisers, LLC | 200 | $2.02M | 0.86% | −400−66.7% | Reduced |
| Rhumbline Advisers | 29,064 | $2.03M | 0.00% | +922+3.3% | Added |
| Founders Financial Securities LLC | 29,118 | $2.03M | 0.15% | +10,986+60.6% | Added |
| 1832 Asset Management L.P. | 29,269 | $2.05M | 0.00% | +18,543+172.9% | Added |
| Regions Financial Corp | 29,350 | $2.05M | 0.01% | −2,171−6.9% | Reduced |
| Skopos Labs, Inc. | 29,539 | $2.06M | 0.27% | +14,832+100.8% | Added |
| Financial Gravity Companies, Inc. | 29,555 | $2.07M | 0.41% | +29,555 | New |
| Pinnacle Associates Ltd | 29,634 | $2.07M | 0.03% | −1,549−5.0% | Reduced |
| Vise Technologies, Inc. | 29,648 | $2.07M | 0.09% | +29,648 | New |
| Old Port Advisors | 29,660 | $2.07M | 0.57% | +2,305+8.4% | Added |
| Henshaw Capital LLC | 30,376 | $2.12M | 0.08% | +1,956+6.9% | Added |
| EP Wealth Advisors, LLC | 30,876 | $2.16M | 0.01% | −167−0.5% | Reduced |
| Catalytic Wealth RIA, LLC | 30,937 | $2.16M | 0.18% | +1,937+6.7% | Added |
| Principal Street Partners, LLC | 31,104 | $2.17M | 0.21% | +20,909+205.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 31,495 | $2.20M | 0.05% | −1,360−4.1% | Reduced |
| NTV Asset Management LLC | 31,630 | $2.21M | 0.26% | −1,200−3.7% | Reduced |
| Money Concepts Capital Corp | 31,946 | $2.23M | 0.15% | −580−1.8% | Reduced |
| Simplify Asset Management Inc. | 32,451 | $2.27M | 0.14% | −3,539−9.8% | Reduced |
| Exencial Wealth Advisors, LLC | 32,714 | $2.29M | 0.08% | +1,661+5.3% | Added |
| White Lighthouse Investment Management Inc. | 32,728 | $2.29M | 0.37% | +32,728 | New |
| Group One Trading, L.P. | 32,811 | $2.29M | 0.08% | +32,811 | New |
| William Blair Investment Management, LLC | 32,877 | $2.30M | 0.01% | +4,698+16.7% | Added |
| Columbus Macro, LLC | 33,125 | $2.31M | 0.28% | +350+1.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 33,259 | $2.32M | 0.32% | +2,104+6.8% | Added |
| Qtron Investments LLC | 33,442 | $2.34M | 0.30% | −1,117−3.2% | Reduced |
| Evergreen Capital Management LLC | 33,472 | $2.34M | 0.07% | +9,763+41.2% | Added |
| Jump Financial, LLC | 33,478 | $2.34M | 0.03% | +30,125+898.4% | Added |
| Nomura Asset Management Co Ltd | 33,638 | $2.35M | 0.01% | +12,925+62.4% | Added |
| Congress Wealth Management LLC | 33,750 | $2.36M | 0.02% | +17,438+106.9% | Added |
| Aperture Investors, LLC | 33,732 | $2.36M | 0.32% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 33,778 | $2.36M | 0.03% | +2,780+9.0% | Added |
| Harvest Fund Management Co., Ltd | 33,839 | $2.36M | 0.11% | −2,945−8.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 34,092 | $2.38M | 0.13% | −1,110−3.2% | Reduced |
| Ballentine Partners, LLC | 34,261 | $2.39M | 0.04% | −434−1.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 34,430 | $2.41M | 0.15% | −23,337−40.4% | Reduced |
| Merit Financial Group, LLC | 34,929 | $2.44M | 0.03% | +11,346+48.1% | Added |
| HM Payson & Co | 35,030 | $2.45M | 0.04% | −20,303−36.7% | Reduced |
| Searle & Co. | 35,350 | $2.47M | 0.70% | 00.0% | Unchanged |
| AMG National Trust Bank | 35,694 | $2.49M | 0.07% | +32,006+867.8% | Added |
| Equitable Trust Co | 35,909 | $2.51M | 0.13% | −19,490−35.2% | Reduced |
| Concurrent Investment Advisors, LLC | 36,442 | $2.55M | 0.05% | +4,328+13.5% | Added |
| Tealwood Asset Management Inc | 36,662 | $2.56M | 1.14% | −995−2.6% | Reduced |
| Aurora Investment Counsel | 36,686 | $2.56M | 1.35% | +450+1.2% | Added |
| Snowden Capital Advisors LLC | 36,740 | $2.57M | 0.08% | −5,946−13.9% | Reduced |
| D.A. Davidson & Co. | 37,163 | $2.60M | 0.02% | +1,109+3.1% | Added |
| Burling Wealth Partners, LLC | 37,273 | $2.60M | 0.48% | −9,889−21.0% | Reduced |
| Sequoia Financial Advisors, LLC | 37,292 | $2.61M | 0.02% | +1,581+4.4% | Added |
| Cloverfields Capital Group, LP | 37,714 | $2.64M | 0.78% | +2,100+5.9% | Added |
| Lighthouse Investment Partners, LLC | 38,000 | $2.66M | 0.12% | +13,000+52.0% | Added |
| Bellevue Group AG | 38,400 | $2.68M | 0.06% | −1,600−4.0% | Reduced |
| Foundation Wealth Management, LLC | 38,411 | $2.68M | 1.16% | +35+0.1% | Added |
| United Capital Financial Advisers, LLC | 38,611 | $2.70M | 0.02% | +8,110+26.6% | Added |
| Oxbow Advisors, LLC | 39,551 | $2.76M | 0.30% | +1,443+3.8% | Added |
| LGT Fund Management Co Ltd. | 39,958 | $2.79M | 0.24% | +10,086+33.8% | Added |
| Whittier Trust Co | 40,073 | $2.80M | 0.03% | +6,929+20.9% | Added |
| Verdence Capital Advisors LLC | 40,283 | $2.81M | 0.19% | +982+2.5% | Added |
| We Are One Seven, LLC | 41,185 | $2.88M | 0.09% | −720−1.7% | Reduced |
| Advisors Asset Management, Inc. | 41,912 | $2.93M | 0.05% | −841−2.0% | Reduced |
| Cinctive Capital Management LP | 41,974 | $2.93M | 0.16% | −46,472−52.5% | Reduced |
| Aviso Financial Inc. | 42,228 | $2.95M | 0.13% | +2,249+5.6% | Added |
| CIBC World Markets Corp | 42,451 | $2.97M | 0.02% | +42,451 | New |
| Seascape Capital Management | 42,619 | $2.98M | 0.94% | −269−0.6% | Reduced |
| Miracle Mile Advisors, LLC | 42,636 | $2.98M | 0.05% | +2,366+5.9% | Added |
| UBS Oconnor LLC | 42,998 | $3.00M | 0.08% | +36,387+550.4% | Added |
| Atom Investors LP | 43,519 | $3.04M | 0.27% | +43,519 | New |
| Louisiana State Employees Retirement System | 43,600 | $3.05M | 0.06% | +1,100+2.6% | Added |
| IMC-Chicago, LLC | 43,897 | $3.07M | 0.08% | +43,897 | New |
| Natural Investments, LLC | 44,269 | $3.09M | 0.80% | −1,393−3.1% | Reduced |
| HAP Trading, LLC | 44,533 | $3.11M | 1.35% | +44,533 | New |