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 |
|---|---|---|---|---|---|
| Wealth Dimensions Group, Ltd. | 4,687 | $327.5K | 0.07% | −175−3.6% | Reduced |
| Parsonex Advisory Services, Inc. | 4,680 | $327.0K | 0.27% | +4,680 | New |
| Gateway Investment Advisers LLC | 4,673 | $326.5K | 0.00% | +8+0.2% | Added |
| Independent Financial Group, LLC | 4,652 | $325.1K | 0.01% | −428−8.4% | Reduced |
| Optivise Advisory Services LLC | 4,652 | $325.1K | 0.17% | −10.0% | Reduced |
| 111 Capital | 4,641 | $324.3K | 0.06% | +90+2.0% | Added |
| Keudell/Morrison Wealth Management | 4,637 | $324.1K | 0.07% | −51−1.1% | Reduced |
| Strategic Investment Solutions, Inc. | 4,633 | $323.7K | 0.10% | +56+1.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,624 | $323.1K | 0.04% | +22+0.5% | Added |
| Fedenia Advisers LLC | 4,604 | $321.7K | 0.15% | −216−4.5% | Reduced |
| Sigma Planning Corp | 4,600 | $321.5K | 0.01% | +71+1.6% | Added |
| Hilltop National Bank | 4,598 | $321.3K | 0.08% | +4,598 | New |
| Alhambra Investment Partners LLC | 4,580 | $320.1K | 0.16% | +4,580 | New |
| Astoria Portfolio Advisors LLC. | 4,338 | $319.6K | 0.09% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,572 | $319.5K | 0.01% | −401−8.1% | Reduced |
| Great Diamond Partners, LLC | 4,569 | $319.3K | 0.07% | +245+5.7% | Added |
| Argonautica Private Wealth Management, Inc | 4,550 | $318.0K | 0.10% | −13−0.3% | Reduced |
| KCM Investment Advisors LLC | 4,531 | $316.6K | 0.01% | −104−2.2% | Reduced |
| Fairvoy Private Wealth, LLC | 4,529 | $316.5K | 0.08% | −394−8.0% | Reduced |
| American National Bank | 4,515 | $315.5K | 0.03% | −7−0.2% | Reduced |
| Patriot Investment Management Inc. | 4,494 | $314.0K | 0.02% | +637+16.5% | Added |
| Net Worth Advisory Group | 4,484 | $313.3K | 0.07% | +14+0.3% | Added |
| ASB Consultores, LLC | 4,437 | $310.1K | 0.21% | +657+17.4% | Added |
| LifeGuide Financial Advisors, LLC | 4,426 | $309.3K | 0.11% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 4,224 | $307.3K | 0.25% | +250+6.3% | Added |
| Seven Mile Advisory | 4,392 | $306.9K | 0.18% | −168−3.7% | Reduced |
| Widmann Financial Services, Inc. | 4,351 | $304.0K | 0.21% | +515+13.4% | Added |
| Thompson Siegel & Walmsley LLC | 4,324 | $302.0K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,308 | $301.0K | 0.03% | −68−1.6% | Reduced |
| Atlantic Trust, LLC | 4,303 | $300.7K | 0.06% | −3−0.1% | Reduced |
| DeDora Capital, Inc. | 4,302 | $300.6K | 0.08% | +301+7.5% | Added |
| D.B. Root & Company, LLC | 4,301 | $300.6K | 0.09% | −4,754−52.5% | Reduced |
| FRG Family Wealth Advisors LLC | 4,300 | $300.5K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 4,300 | $300.5K | 0.01% | +4,300 | New |
| Howard Financial Services, Ltd. | 4,240 | $296.3K | 0.04% | −610−12.6% | Reduced |
| Covenant Asset Management, LLC | 4,234 | $295.9K | 0.06% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 4,219 | $294.8K | 0.31% | −112−2.6% | Reduced |
| Evelyn Partners Investment Management LLP | 4,198 | $293.4K | 0.01% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 4,197 | $293.3K | 0.18% | 00.0% | Unchanged |
| Holistic Financial Partners | 4,167 | $291.2K | 0.13% | +1,256+43.1% | Added |
| First Financial Bank - Trust Division | 4,157 | $290.5K | 0.03% | +99+2.4% | Added |
| Integrated Advisors Network LLC | 4,153 | $290.2K | 0.01% | +262+6.7% | Added |
| Sage Mountain Advisors LLC | 4,122 | $288.0K | 0.02% | −356−7.9% | Reduced |
| Pinnacle Financial Partners Inc | 4,120 | $287.9K | 0.01% | −274−6.2% | Reduced |
| Visionary Wealth Advisors | 4,116 | $287.6K | 0.01% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 4,097 | $286.3K | 0.05% | 00.0% | Unchanged |
| Axis Wealth Partners, LLC | 4,066 | $284.1K | 0.19% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 4,057 | $283.5K | 0.06% | −445−9.9% | Reduced |
| SFG Wealth Management, LLC. | 4,055 | $283.4K | 0.17% | 00.0% | Unchanged |
| Scientech Research LLC | 4,055 | $283.4K | 0.07% | +4,055 | New |
| Thrive Wealth Management, LLC | 4,047 | $282.8K | 0.05% | −88−2.1% | Reduced |
| Texas Capital Bancshares Inc | 4,020 | $280.9K | 0.10% | −150−3.6% | Reduced |
| Barry Investment Advisors, LLC | 4,002 | $279.6K | 0.07% | −29−0.7% | Reduced |
| ICW Investment Advisors LLC | 4,000 | $279.5K | 0.11% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 4,000 | $279.5K | 0.10% | +4,000 | New |
| Smithfield Trust Co | 3,978 | $279.0K | 0.01% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 3,758 | $278.8K | 0.19% | +3,758 | New |
| Traub Capital Management LLC | 3,985 | $278.5K | 0.26% | +3,985 | New |
| Cora Capital Advisors LLC | 3,964 | $277.0K | 0.12% | −244−5.8% | Reduced |
| Private Trust Co NA | 3,948 | $275.9K | 0.03% | +391+11.0% | Added |
| Atlas Capital Advisors LLC | 3,940 | $275.3K | 0.03% | −300−7.1% | Reduced |
| Wrapmanager Inc | 3,921 | $274.0K | 0.07% | −1,459−27.1% | Reduced |
| Resonant Capital Advisors, LLC | 3,918 | $273.8K | 0.02% | +745+23.5% | Added |
| Guardian Wealth Management, Inc. | 3,909 | $273.1K | 0.18% | −51−1.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,830 | $271.2K | 0.02% | −81−2.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 3,856 | $269.5K | 0.09% | +3,856 | New |
| Fidelis Capital Partners, LLC | 3,653 | $268.9K | 0.02% | −9−0.2% | Reduced |
| First Western Trust Bank | 3,843 | $268.5K | 0.01% | −482−11.1% | Reduced |
| First Long Island Investors, LLC | 3,841 | $268.4K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,837 | $268.1K | 0.03% | −6,615−63.3% | Reduced |
| Evoke Wealth, LLC | 3,815 | $266.6K | 0.01% | +3,815 | New |
| Magnus Financial Group LLC | 3,793 | $265.1K | 0.02% | +3,793 | New |
| Wolverine Asset Management LLC | 3,743 | $261.6K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 3,742 | $261.5K | 0.11% | +3,742 | New |
| Veracity Capital LLC | 3,742 | $261.5K | 0.09% | −297−7.4% | Reduced |
| Genesis Private Wealth, LLC | 3,738 | $261.2K | 0.12% | +117+3.2% | Added |
| Canal Capital Management, LLC | 3,727 | $260.4K | 0.04% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,695 | $258.2K | 0.08% | +3,695 | New |
| Philadelphia Trust Co | 3,686 | $258.0K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,680 | $257.2K | 0.00% | +3,680 | New |
| Modern Wealth Management, LLC | 3,680 | $257.2K | 0.01% | −105−2.8% | Reduced |
| Avenue 1 Advisors, LLC | 3,678 | $257.0K | 0.09% | −154−4.0% | Reduced |
| Chapin Davis, Inc. | 3,675 | $256.8K | 0.07% | −198−5.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,650 | $255.1K | 0.03% | +148+4.2% | Added |
| Greatmark Investment Partners, Inc. | 3,643 | $254.6K | 0.03% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,638 | $254.2K | 0.03% | +751+26.0% | Added |
| OneAscent Financial Services LLC | 3,579 | $254.0K | 0.02% | −4,441−55.4% | Reduced |
| Cordatus Wealth Management LLC | 3,640 | $254.0K | 0.06% | −145−3.8% | Reduced |
| Simon Quick Advisors, LLC | 3,630 | $253.7K | 0.01% | −4,339−54.4% | Reduced |
| Quotient Wealth Partners, LLC | 3,616 | $252.7K | 0.01% | −535−12.9% | Reduced |
| Hudock, Inc. | 3,603 | $251.8K | 0.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3,408 | $250.5K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3,583 | $250.4K | 0.14% | −135−3.6% | Reduced |
| Legal Advantage Investments, Inc. | 3,550 | $248.1K | 0.12% | −200−5.3% | Reduced |
| Davis R M Inc | 3,542 | $247.5K | 0.00% | −358−9.2% | Reduced |
| Xponance, Inc. | 3,535 | $247.0K | 0.00% | +70+2.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 3,521 | $246.0K | 0.40% | −9,936−73.8% | Reduced |
| Chicago Capital, LLC | 3,516 | $245.7K | 0.01% | +274+8.5% | Added |
| Wealthcare Advisory Partners LLC | 3,514 | $245.6K | 0.01% | −209−5.6% | Reduced |
| One Wealth Advisors, LLC | 3,492 | $244.0K | 0.03% | −42−1.2% | Reduced |