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, Q3 2025
Institutional positions in AstraZeneca PLC as of Sep 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
- 1,292
- +89 vs. Q2 2025
- Shares held
- 493.8M
- −1.69M (−0.3%) vs. Q2 2025
- Total value
- $37.9B
- +$3.24B (+9.4%) vs. Q2 2025
- New holders
- 160
- 554 more added
- Sold out
- 71
- 359 more reduced
20 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Turtle Creek Wealth Advisors, LLC | 57,749 | $4.43M | 0.40% | +190.0% | Added |
| Cox Capital Mgt LLC | 57,831 | $4.44M | 2.90% | +567+1.0% | Added |
| Factory Mutual Insurance Co | 57,852 | $4.44M | 0.04% | +57,852 | New |
| Henry James International Management, Inc. | 57,963 | $4.45M | 1.36% | 00.0% | Unchanged |
| Channel Wealth LLC | 58,508 | $4.49M | 1.20% | +1,117+1.9% | Added |
| Asio Capital, LLC | 58,870 | $4.52M | 0.68% | +1,547+2.7% | Added |
| Motco | 59,451 | $4.56M | 0.42% | +389+0.7% | Added |
| Simplex Trading, LLC | 59,483 | $4.56M | 0.10% | −41,810−41.3% | Reduced |
| Old Mission Capital LLC | 59,639 | $4.58M | 0.16% | +53,561+881.2% | Added |
| James Investment Research Inc | 59,808 | $4.59M | 0.50% | −874−1.4% | Reduced |
| Ingalls & Snyder LLC | 60,325 | $4.63M | 0.15% | −271−0.4% | Reduced |
| Valicenti Advisory Services Inc | 60,696 | $4.66M | 1.00% | −15,293−20.1% | Reduced |
| South State Corp. | 61,445 | $4.71M | 0.22% | −1,905−3.0% | Reduced |
| PFM Health Sciences, LP | 61,795 | $4.74M | 0.40% | +61,795 | New |
| Timber Creek Capital Management LLC | 61,876 | $4.75M | 1.15% | −288−0.5% | Reduced |
| Adviser Investments LLC | 61,933 | $4.75M | 0.05% | +6,444+11.6% | Added |
| GWM Advisors LLC | 63,153 | $4.85M | 0.02% | −10,493−14.2% | Reduced |
| DRW Securities, LLC | 63,613 | $4.89M | 0.25% | +35,085+123.0% | Added |
| Signaturefd, LLC | 63,936 | $4.91M | 0.08% | +3,703+6.1% | Added |
| GLOBALT Investments LLC | 64,071 | $4.92M | 0.18% | −848−1.3% | Reduced |
| CIBC World Markets Inc. | 64,421 | $4.94M | 0.01% | +11,398+21.5% | Added |
| Rossmore Private Capital | 64,600 | $4.96M | 0.53% | +366+0.6% | Added |
| Pittenger & Anderson Inc | 64,620 | $4.96M | 0.18% | +13,375+26.1% | Added |
| Azzad Asset Management Inc | 64,714 | $4.96M | 0.49% | +368+0.6% | Added |
| Brandywine Oak Private Wealth LLC | 64,743 | $4.97M | 0.43% | −1,727−2.6% | Reduced |
| Benjamin Edwards Inc | 65,572 | $5.03M | 0.06% | +937+1.4% | Added |
| Bryn Mawr Trust Co | 66,237 | $5.08M | 0.12% | −10,895−14.1% | Reduced |
| Patten Group, Inc. | 66,421 | $5.10M | 0.99% | −71−0.1% | Reduced |
| RNC Capital Management LLC | 66,492 | $5.10M | 0.23% | +6,215+10.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 66,643 | $5.11M | 0.12% | +35,148+111.6% | Added |
| Vestmark Advisory Solutions, Inc. | 68,768 | $5.28M | 0.10% | −15,631−18.5% | Reduced |
| Orca Wealth Management, LLC | 68,978 | $5.29M | 4.01% | −640−0.9% | Reduced |
| Shelton Capital Management | 69,091 | $5.30M | 0.11% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 70,802 | $5.43M | 0.58% | +4,957+7.5% | Added |
| Penobscot Investment Management Company, Inc. | 71,284 | $5.47M | 0.42% | +4,262+6.4% | Added |
| Naviter Wealth, LLC | 72,027 | $5.53M | 0.64% | +2,500+3.6% | Added |
| Pacer Advisors, Inc. | 56,820 | $5.53M | 0.01% | −2,448−4.1% | Reduced |
| Gabelli Funds LLC | 72,300 | $5.55M | 0.04% | 00.0% | Unchanged |
| Hendley & Co Inc | 73,220 | $5.62M | 1.86% | −470−0.6% | Reduced |
| Ieq Capital, LLC | 74,730 | $5.73M | 0.02% | +27,156+57.1% | Added |
| Benson Investment Management Company, Inc. | 75,297 | $5.78M | 1.97% | +11,815+18.6% | Added |
| Wetherby Asset Management Inc | 76,106 | $5.84M | 0.24% | +4,332+6.0% | Added |
| Toroso Investments, LLC | 76,213 | $5.85M | 0.02% | +61,412+414.9% | Added |
| Nixon Peabody Trust Co | 77,550 | $5.95M | 0.44% | +1,129+1.5% | Added |
| Oxbow Advisors, LLC | 77,594 | $5.95M | 0.55% | +38,043+96.2% | Added |
| Nissay Asset Management Corp | 77,817 | $5.97M | 0.03% | +771+1.0% | Added |
| Synovus Financial Corp | 78,315 | $6.01M | 0.07% | +7,583+10.7% | Added |
| DekaBank Deutsche Girozentrale | 81,742 | $6.05M | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 79,937 | $6.13M | 0.11% | −31,097−28.0% | Reduced |
| Bleakley Financial Group, LLC | 79,983 | $6.14M | 0.14% | +6,172+8.4% | Added |
| Goelzer Investment Management, Inc. | 82,015 | $6.29M | 0.33% | −1,860−2.2% | Reduced |
| Geneos Wealth Management Inc. | 82,589 | $6.34M | 0.16% | +5,393+7.0% | Added |
| Guardian Capital LP | 83,074 | $6.37M | 0.21% | +19,648+31.0% | Added |
| Northwestern Mutual Wealth Management Co | 83,387 | $6.40M | 0.00% | +1,759+2.2% | Added |
| Hantz Financial Services, Inc. | 83,616 | $6.42M | 0.10% | +22,427+36.7% | Added |
| Ethic Inc. | 84,382 | $6.47M | 0.11% | +11,638+16.0% | Added |
| AQR Capital Management LLC | 84,784 | $6.50M | 0.00% | +30,840+57.2% | Added |
| Caption Management, LLC | 84,900 | $6.51M | 0.38% | +28,902+51.6% | Added |
| Ritholtz Wealth Management | 85,472 | $6.56M | 0.13% | +1,786+2.1% | Added |
| WealthPlan Investment Management, LLC | 86,013 | $6.60M | 0.44% | +101+0.1% | Added |
| Mengis Capital Management, Inc. | 86,842 | $6.66M | 1.31% | +13,982+19.2% | Added |
| GQG Partners LLC | 87,964 | $6.75M | 0.01% | −121,304−58.0% | Reduced |
| Oliver Luxxe Assets LLC | 91,651 | $7.03M | 1.11% | +13,350+17.0% | Added |
| Scharf Investments, LLC | 92,464 | $7.09M | 0.18% | +92,464 | New |
| Transatlantique Private Wealth LLC | 47,410 | $7.11M | 2.33% | +47,410 | New |
| Capital Group Private Client Services, Inc. | 93,516 | $7.17M | 0.12% | −215,682−69.8% | Reduced |
| Susquehanna International Group, LLP | 93,583 | $7.18M | 0.01% | +81,446+671.1% | Added |
| Oak Ridge Investments LLC | 93,898 | $7.20M | 0.47% | +2,254+2.5% | Added |
| Quadrant Capital Group LLC | 94,281 | $7.23M | 0.24% | +1,059+1.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 95,715 | $7.34M | 0.00% | −17,600−15.5% | Reduced |
| Terry L. Blaker | 95,891 | $7.36M | 0.28% | −1,742−1.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 96,626 | $7.41M | 0.22% | +35,040+56.9% | Added |
| Kestra Advisory Services, LLC | 96,696 | $7.42M | 0.03% | +23,002+31.2% | Added |
| Atlantic Union Bankshares Corp | 97,327 | $7.47M | 0.14% | +672+0.7% | Added |
| Triglav Skladi, D.O.O. | 100,199 | $7.69M | 0.50% | +11,217+12.6% | Added |
| Pictet North America Advisors SA | 100,322 | $7.70M | 0.72% | +2,602+2.7% | Added |
| Private Advisor Group, LLC | 102,490 | $7.86M | 0.04% | +7,646+8.1% | Added |
| Colony Group, LLC | 102,195 | $7.89M | 0.01% | +19,151+23.1% | Added |
| Park Avenue Securities LLC | 103,876 | $7.97M | 0.06% | +14,202+15.8% | Added |
| Capital Wealth Planning, LLC | 104,642 | $8.03M | 0.06% | +20,328+24.1% | Added |
| Bessemer Group Inc | 106,095 | $8.14M | 0.01% | +4,850+4.8% | Added |
| Atria Investments LLC | 106,920 | $8.20M | 0.09% | +655+0.6% | Added |
| Zimmer Partners, LP | 108,200 | $8.30M | 0.20% | +108,200 | New |
| Wiley Bros.-Aintree Capital, LLC | 113,259 | $8.69M | 0.06% | +7,954+7.6% | Added |
| iA Global Asset Management Inc. | 114,189 | $8.76M | 0.12% | +5,616+5.2% | Added |
| Anchor Capital Advisors LLC | 114,350 | $8.77M | 0.25% | −2,114−1.8% | Reduced |
| Prospera Financial Services Inc | 115,223 | $8.84M | 0.15% | +2,265+2.0% | Added |
| Azimuth Capital Investment Management LLC | 116,275 | $8.92M | 0.32% | +1,300+1.1% | Added |
| Oppenheimer Asset Management Inc. | 116,460 | $8.93M | 0.10% | +8,043+7.4% | Added |
| Howe & Rusling Inc | 117,593 | $9.02M | 0.62% | +407+0.3% | Added |
| Federated Hermes, Inc. | 118,013 | $9.05M | 0.02% | −36,994−23.9% | Reduced |
| Manufacturers Life Insurance Company, The | 118,827 | $9.12M | 0.01% | +19,838+20.0% | Added |
| Altrius Capital Management Inc | 119,560 | $9.17M | 2.09% | +1,538+1.3% | Added |
| Cinctive Capital Management LP | 122,521 | $9.40M | 0.47% | +80,547+191.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 122,969 | $9.43M | 0.03% | +3,799+3.2% | Added |
| Glenmede Investment Management, LP | 123,049 | $9.44M | 0.05% | −2,027−1.6% | Reduced |
| Walleye Trading LLC | 124,399 | $9.54M | 0.15% | +44,041+54.8% | Added |
| Cumberland Partners Ltd | 125,161 | $9.60M | 0.63% | −150−0.1% | Reduced |
| Chesley Taft & Associates LLC | 126,765 | $9.73M | 0.41% | −5,670−4.3% | Reduced |
| Mercer Global Advisors Inc | 128,967 | $9.89M | 0.02% | −6,530−4.8% | Reduced |