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 | 1,388 | $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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 27,456 | $1.92M | 0.38% | +362+1.3% | Added |
| HighPoint Advisor Group LLC | 26,827 | $1.87M | 0.10% | +2,716+11.3% | Added |
| Robbins Farley LLC | 26,567 | $1.86M | 0.86% | +26,567 | New |
| Iams Wealth Management, LLC | 26,486 | $1.85M | 0.85% | −1,777−6.3% | Reduced |
| Koa Wealth Management, LLC | 26,260 | $1.84M | 1.46% | −994−3.6% | Reduced |
| SWP Investment Management LLC | 26,055 | $1.82M | 2.15% | +231+0.9% | Added |
| Venturi Wealth Management, LLC | 25,930 | $1.81M | 0.09% | +490+1.9% | Added |
| Level Four Advisory Services, LLC | 25,718 | $1.80M | 0.07% | +3,789+17.3% | Added |
| Diversify Advisory Services, LLC | 23,805 | $1.79M | 0.07% | +2,425+11.3% | Added |
| Greenleaf Trust | 25,560 | $1.79M | 0.02% | −2,048−7.4% | Reduced |
| Dillon & Associates Inc | 25,195 | $1.76M | 0.24% | +1,013+4.2% | Added |
| Nicholas Hoffman & Company, LLC. | 24,864 | $1.74M | 0.04% | −508−2.0% | Reduced |
| Aigen Investment Management, LP | 24,767 | $1.73M | 0.24% | +19,705+389.3% | Added |
| Valley National Advisers Inc | 24,547 | $1.71M | 0.28% | +128+0.5% | Added |
| Resources Investment Advisors, LLC. | 24,414 | $1.71M | 0.02% | −6,663−21.4% | Reduced |
| Atomi Financial Group, Inc. | 23,914 | $1.67M | 0.06% | −12,059−33.5% | Reduced |
| Stephens Inc | 23,496 | $1.64M | 0.02% | +26+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 23,476 | $1.64M | 0.04% | +6,424+37.7% | Added |
| Oarsman Capital, Inc. | 23,329 | $1.63M | 0.26% | −376−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 23,006 | $1.61M | 0.02% | −1,755−7.1% | Reduced |
| LMR Partners LLP | 22,895 | $1.60M | 0.02% | +22,545+6,441.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,834 | $1.60M | 0.22% | +2,700+13.4% | Added |
| Monte Financial Group, LLC | 22,697 | $1.59M | 0.62% | −27−0.1% | Reduced |
| MAI Capital Management | 22,613 | $1.58M | 0.01% | +2,448+12.1% | Added |
| Sig Brokerage, LP | 22,572 | $1.58M | 0.43% | +22,572 | New |
| Verition Fund Management LLC | 22,356 | $1.56M | 0.01% | +11,079+98.2% | Added |
| Evelyn Partners Asset Management Ltd | 22,131 | $1.55M | 0.39% | +540+2.5% | Added |
| Stablepoint Partners, LLC | 21,938 | $1.53M | 0.26% | +113+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 21,876 | $1.53M | 0.00% | +19,580+852.8% | Added |
| Potomac Fund Management Inc | 21,708 | $1.52M | 0.09% | +21,708 | New |
| LMCG Investments, LLC | 21,752 | $1.52M | 0.10% | −1,156−5.0% | Reduced |
| Global Retirement Partners, LLC | 21,723 | $1.52M | 0.04% | +21,723 | New |
| Paradigm Asset Management Co LLC | 11,500 | $1.51M | 0.37% | 00.0% | Unchanged |
| Banco Santander, S.A. | 21,600 | $1.51M | 0.01% | +4,850+29.0% | Added |
| Equitable Holdings, Inc. | 21,572 | $1.51M | 0.01% | +1,714+8.6% | Added |
| Zions Bancorporation, National Association | 21,546 | $1.51M | 0.08% | +256+1.2% | Added |
| AdvisorNet Financial, Inc | 21,533 | $1.50M | 0.10% | +23+0.1% | Added |
| Syon Capital LLC | 21,404 | $1.50M | 0.10% | +1,681+8.5% | Added |
| Beacon Pointe Advisors, LLC | 21,360 | $1.49M | 0.02% | +862+4.2% | Added |
| GeoWealth Management, LLC | 21,328 | $1.49M | 0.06% | +1,734+8.8% | Added |
| Meitav Dash Investments Ltd | 21,185 | $1.48M | 0.02% | −12,085−36.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 21,100 | $1.47M | 0.12% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 21,079 | $1.47M | 0.15% | +570+2.8% | Added |
| J.W. Cole Advisors, Inc. | 20,981 | $1.47M | 0.03% | +663+3.3% | Added |
| First American Bank | 20,954 | $1.46M | 0.10% | −3,632−14.8% | Reduced |
| Advisory Services Network, LLC | 19,935 | $1.46M | 0.02% | +376+1.9% | Added |
| Proficio Capital Partners LLC | 20,771 | $1.45M | 0.09% | −20.0% | Reduced |
| Frank, Rimerman Advisors LLC | 20,680 | $1.45M | 0.10% | +10,826+109.9% | Added |
| Public Employees Retirement System of Ohio | 20,600 | $1.44M | 0.00% | +20,600 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 20,495 | $1.43M | 0.01% | −10,587−34.1% | Reduced |
| Perigon Wealth Management, LLC | 20,476 | $1.43M | 0.03% | +1,000+5.1% | Added |
| Coppell Advisory Solutions LLC | 20,413 | $1.43M | 0.17% | −3,704−15.4% | Reduced |
| TD Private Client Wealth LLC | 20,129 | $1.41M | 0.03% | +1,362+7.3% | Added |
| Vista Investment Management | 20,006 | $1.40M | 0.52% | +1,055+5.6% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 20,000 | $1.40M | 0.99% | −2,000−9.1% | Reduced |
| Axxcess Wealth Management, LLC | 19,989 | $1.40M | 0.03% | −1,626−7.5% | Reduced |
| Thrivent Financial for Lutherans | 19,890 | $1.39M | 0.00% | −3,090−13.4% | Reduced |
| Checchi Capital Advisers, LLC | 19,843 | $1.39M | 0.10% | −1,333−6.3% | Reduced |
| Canandaigua National Bank & Trust Co | 19,804 | $1.38M | 0.13% | +3,260+19.7% | Added |
| Commerce Bank | 19,727 | $1.38M | 0.01% | +103+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 19,680 | $1.38M | 0.02% | −3,419−14.8% | Reduced |
| Savant Capital, LLC | 19,671 | $1.37M | 0.01% | +7,209+57.8% | Added |
| Hohimer Wealth Management, LLC | 19,651 | $1.37M | 0.24% | +82+0.4% | Added |
| Ameritas Investment Partners, Inc. | 19,524 | $1.36M | 0.04% | +476+2.5% | Added |
| Kovitz Investment Group Partners, LLC | 19,496 | $1.36M | 0.01% | +1,176+6.4% | Added |
| West Family Investments, Inc. | 19,119 | $1.34M | 0.35% | +5,051+35.9% | Added |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.34M | 0.16% | 00.0% | Unchanged |
| CWM, LLC | 18,973 | $1.33M | 0.00% | +8,886+88.1% | Added |
| NorthCrest Asset Manangement, LLC | 18,996 | $1.32M | 0.04% | −91−0.5% | Reduced |
| Pitcairn Co | 18,795 | $1.31M | 0.09% | −6,319−25.2% | Reduced |
| Wealth Alliance | 18,704 | $1.31M | 0.15% | +370+2.0% | Added |
| Sectoral Asset Management Inc | 18,640 | $1.30M | 0.86% | −150−0.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 18,475 | $1.29M | 0.04% | +434+2.4% | Added |
| Ronald Blue Trust, Inc. | 18,472 | $1.29M | 0.02% | −2,947−13.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 18,421 | $1.29M | 0.17% | −2,118−10.3% | Reduced |
| Transcend Wealth Collective, LLC | 18,275 | $1.28M | 0.10% | −34,616−65.4% | Reduced |
| HSBC Holdings PLC | 18,228 | $1.27M | 0.00% | −62,580−77.4% | Reduced |
| Sterling Capital Management LLC | 18,165 | $1.27M | 0.02% | −132−0.7% | Reduced |
| Forum Financial Management, LP | 18,156 | $1.27M | 0.02% | +598+3.4% | Added |
| Perpetual Ltd | 17,946 | $1.25M | 0.01% | −5,821−24.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 17,862 | $1.25M | 0.35% | +829+4.9% | Added |
| Davenport & Co LLC | 17,817 | $1.25M | 0.01% | +904+5.3% | Added |
| Fragasso Group Inc. | 17,565 | $1.23M | 0.08% | −426−2.4% | Reduced |
| Valeo Financial Advisors, LLC | 17,560 | $1.23M | 0.03% | +1,969+12.6% | Added |
| Norinchukin Bank, The | 17,493 | $1.22M | 0.02% | +1,872+12.0% | Added |
| Texas Bank & Trust Co | 17,438 | $1.22M | 0.48% | +875+5.3% | Added |
| TLWM | 17,428 | $1.22M | 0.23% | +169+1.0% | Added |
| Jarislowsky, Fraser Ltd | 17,262 | $1.21M | 0.01% | +2,580+17.6% | Added |
| Stonegate Investment Group, LLC | 17,252 | $1.21M | 0.03% | +941+5.8% | Added |
| Sagespring Wealth Partners, LLC | 17,094 | $1.19M | 0.03% | +3,010+21.4% | Added |
| Coldstream Capital Management Inc | 16,912 | $1.18M | 0.02% | −811−4.6% | Reduced |
| Hancock Whitney Corp | 16,896 | $1.18M | 0.02% | +5,887+53.5% | Added |
| Altfest L J & Co Inc | 16,872 | $1.18M | 0.14% | −7,475−30.7% | Reduced |
| ICONIQ Capital, LLC | 16,859 | $1.18M | 0.02% | +1,036+6.5% | Added |
| 44 Wealth Management LLC | 16,598 | $1.16M | 0.41% | +3,137+23.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 16,575 | $1.16M | 0.38% | −298−1.8% | Reduced |
| Sowell Financial Services LLC | 16,552 | $1.16M | 0.05% | +232+1.4% | Added |
| Personal Cfo Solutions, LLC | 16,506 | $1.15M | 0.21% | −5,496−25.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,362 | $1.14M | 0.07% | −39−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 16,305 | $1.14M | 0.01% | −9,665−37.2% | Reduced |