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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 7,049 | $492.6K | 0.04% | −5,375−43.3% | Reduced |
| Howland Capital Management LLC | 7,046 | $492.4K | 0.02% | +46+0.7% | Added |
| Golden State Equity Partners | 7,040 | $492.0K | 0.09% | +585+9.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,016 | $490.3K | 0.01% | +3,171+82.5% | Added |
| Cohen Investment Advisors LLC | 7,004 | $489.4K | 0.26% | −291−4.0% | Reduced |
| Corient IA LLC | 7,000 | $489.2K | 0.29% | 00.0% | Unchanged |
| Fruth Investment Management | 6,998 | $489.0K | 0.13% | 00.0% | Unchanged |
| Alteri Wealth LLC | 6,996 | $488.9K | 0.19% | +546+8.5% | Added |
| Diversified Enterprises, LLC | 6,964 | $486.7K | 0.04% | −546−7.3% | Reduced |
| Bradley Foster & Sargent Inc | 6,938 | $484.8K | 0.01% | +326+4.9% | Added |
| Trust Co of Toledo NA | 6,921 | $483.6K | 0.05% | −695−9.1% | Reduced |
| FSM Wealth Advisors, LLC | 6,897 | $480.2K | 0.08% | −222−3.1% | Reduced |
| First Horizon Advisors, Inc. | 6,860 | $479.4K | 0.01% | −189−2.7% | Reduced |
| Brighton Jones LLC | 6,802 | $475.3K | 0.01% | +1,031+17.9% | Added |
| Pointe Capital Management LLC | 6,784 | $474.1K | 0.25% | +55+0.8% | Added |
| Norden Group LLC | 6,776 | $473.5K | 0.05% | −268−3.8% | Reduced |
| Buckingham Strategic Partners | 6,703 | $468.6K | 0.01% | +24+0.4% | Added |
| Stock Yards Bank & Trust Co | 6,682 | $466.9K | 0.02% | −1,450−17.8% | Reduced |
| Avantra Family Wealth, Inc. | 6,647 | $464.5K | 0.38% | +278+4.4% | Added |
| Koshinski Asset Management, Inc. | 6,571 | $459.2K | 0.03% | −182−2.7% | Reduced |
| SBI Securities Co., Ltd. | 6,564 | $458.7K | 0.01% | −268−3.9% | Reduced |
| Gallacher Capital Management LLC | 6,532 | $456.5K | 0.21% | +579+9.7% | Added |
| Focus Financial Network, Inc. | 6,497 | $454.0K | 0.02% | −165−2.5% | Reduced |
| Aspen Grove Capital, LLC | 6,420 | $448.6K | 0.08% | +564+9.6% | Added |
| McLean Asset Management Corp | 6,261 | $445.4K | 0.12% | −218−3.4% | Reduced |
| Jacobi Capital Management LLC | 6,326 | $442.0K | 0.03% | −2,975−32.0% | Reduced |
| Grandfield & Dodd, LLC | 6,314 | $441.2K | 0.03% | −190−2.9% | Reduced |
| Independent Advisor Alliance | 6,246 | $436.5K | 0.01% | +1,325+26.9% | Added |
| Pines Wealth Management, LLC | 6,267 | $435.2K | 0.15% | +392+6.7% | Added |
| Spire Wealth Management | 6,228 | $435.2K | 0.02% | −837−11.8% | Reduced |
| XML Financial, LLC | 6,148 | $429.6K | 0.04% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 6,147 | $429.6K | 0.20% | −1,663−21.3% | Reduced |
| Cromwell Holdings LLC | 6,119 | $427.6K | 0.26% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 6,089 | $425.5K | 0.08% | −679−10.0% | Reduced |
| SFE Investment Counsel | 6,085 | $425.2K | 0.07% | −1,036−14.5% | Reduced |
| Old Mission Capital LLC | 6,078 | $424.7K | 0.01% | −138,124−95.8% | Reduced |
| SRS Capital Advisors, Inc. | 5,169 | $424.1K | 0.02% | −2,026−28.2% | Reduced |
| Cary Street Partners Financial LLC | 6,049 | $422.7K | 0.01% | −257−4.1% | Reduced |
| Argent Trust Co | 6,034 | $421.7K | 0.02% | −490−7.5% | Reduced |
| Banco de Sabadell, S.A | 6,017 | $418.0K | 0.29% | −2,872−32.3% | Reduced |
| Breakwater Capital Group | 5,921 | $413.8K | 0.07% | +84+1.4% | Added |
| Clean Yield Group | 5,900 | $412.3K | 0.12% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,801 | $405.4K | 0.05% | +56+1.0% | Added |
| Bingham Private Wealth, LLC | 5,772 | $403.3K | 0.38% | +106+1.9% | Added |
| Capital Asset Advisory Services LLC | 5,620 | $401.6K | 0.02% | +212+3.9% | Added |
| Moloney Securities Asset Management, LLC | 5,671 | $396.3K | 0.05% | −135−2.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,635 | $393.8K | 0.00% | −377−6.3% | Reduced |
| Fiera Capital Corp | 5,589 | $390.6K | 0.00% | +726+14.9% | Added |
| Spinnaker Investment Group, LLC | 5,580 | $389.9K | 0.09% | −174−3.0% | Reduced |
| Change Path, LLC | 5,561 | $388.6K | 0.01% | +183+3.4% | Added |
| Fifth Third Bancorp | 5,556 | $388.3K | 0.00% | +287+5.4% | Added |
| Point72 Hong Kong Ltd | 5,548 | $387.7K | 0.03% | +5,548 | New |
| Monetary Management Group Inc | 5,500 | $384.3K | 0.09% | 00.0% | Unchanged |
| Csenge Advisory Group | 5,269 | $383.8K | 0.02% | −759−12.6% | Reduced |
| IFP Advisors, Inc | 5,479 | $382.9K | 0.01% | −3,451−38.6% | Reduced |
| Boston Trust Walden Corp | 5,471 | $382.3K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 5,456 | $381.3K | 0.18% | −795−12.7% | Reduced |
| Moody National Bank Trust Division | 5,437 | $379.9K | 0.03% | −451−7.7% | Reduced |
| Archford Capital Strategies, LLC | 5,417 | $378.6K | 0.05% | +4+0.1% | Added |
| MQS Management LLC | 5,396 | $377.1K | 0.21% | −352−6.1% | Reduced |
| Traveka Wealth, LLC | 5,366 | $375.0K | 0.20% | −1,421−20.9% | Reduced |
| Essex Savings Bank | 5,334 | $372.7K | 0.09% | −438−7.6% | Reduced |
| Aptus Capital Advisors, LLC | 5,316 | $371.5K | 0.00% | −1,361−20.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 5,309 | $371.0K | 0.10% | +719+15.7% | Added |
| Grimes & Company, Inc. | 5,290 | $369.7K | 0.01% | +155+3.0% | Added |
| Institute for Wealth Management, LLC. | 5,234 | $365.8K | 0.04% | −186−3.4% | Reduced |
| True North Advisors, LLC | 5,229 | $365.4K | 0.07% | +685+15.1% | Added |
| Bank of Nova Scotia | 5,226 | $365.2K | 0.00% | −2,160−29.2% | Reduced |
| PFG Investments, LLC | 5,169 | $361.2K | 0.02% | +664+14.7% | Added |
| Mosaic Financial Group, LLC | 5,172 | $361.0K | 0.28% | 00.0% | Unchanged |
| R Squared Ltd | 5,165 | $360.9K | 0.20% | +5,165 | New |
| Connecticut Wealth Management, LLC | 5,160 | $360.6K | 0.02% | −117−2.2% | Reduced |
| Nations Financial Group Inc, | 5,158 | $360.5K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 5,107 | $356.9K | 0.01% | +765+17.6% | Added |
| JFS Wealth Advisors, LLC | 5,102 | $356.5K | 0.02% | +17+0.3% | Added |
| Northeast Financial Consultants Inc | 5,075 | $354.7K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,035 | $351.9K | 0.02% | −200−3.8% | Reduced |
| Noesis Capital Mangement Corp | 5,009 | $350.0K | 0.06% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 5,008 | $350.0K | 0.00% | −225−4.3% | Reduced |
| Canopy Partners, LLC | 4,995 | $349.1K | 0.13% | +62+1.3% | Added |
| Great Valley Advisor Group, Inc. | 4,949 | $345.7K | 0.01% | +957+24.0% | Added |
| GDS Wealth Management | 4,916 | $343.5K | 0.03% | −231−4.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,911 | $343.2K | 0.02% | −321−6.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,900 | $342.4K | 0.11% | 00.0% | Unchanged |
| Bank of Stockton | 4,898 | $342.3K | 0.10% | −111−2.2% | Reduced |
| Northstar Group, Inc. | 4,880 | $341.0K | 0.05% | −184−3.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,862 | $339.8K | 0.03% | −32,992−87.2% | Reduced |
| Gryphon Financial Partners LLC | 4,849 | $338.9K | 0.04% | +4,849 | New |
| PFG Advisors | 4,847 | $338.7K | 0.02% | +4,847 | New |
| GM Advisory Group, Inc. | 4,845 | $338.6K | 0.02% | −10.0% | Reduced |
| Colonial River Wealth Management, LLC | 4,696 | $337.2K | 0.15% | +1,064+29.3% | Added |
| Integrity Alliance, LLC. | 4,820 | $336.8K | 0.02% | −1,162−19.4% | Reduced |
| Long Run Wealth Advisors, LLC | 4,812 | $336.3K | 0.07% | +1,456+43.4% | Added |
| AlTi Global, Inc. | 4,728 | $331.9K | 0.01% | +4,728 | New |
| Cetera Trust Company, N.A | 4,745 | $331.6K | 0.20% | +200+4.4% | Added |
| Consolidated Portfolio Review Corp | 4,734 | $330.8K | 0.05% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 4,718 | $330.0K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,695 | $328.1K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 4,694 | $328.0K | 0.09% | −174−3.6% | Reduced |
| Advisors Management Group Inc | 4,696 | $328.0K | 0.06% | 00.0% | Unchanged |