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 |
|---|---|---|---|---|---|
| Guardian Wealth Management, Inc. | 3,912 | $300.1K | 0.18% | +3+0.1% | Added |
| Modern Wealth Management, LLC | 3,919 | $300.7K | 0.01% | +239+6.5% | Added |
| Sonoma Allocations LLC | 3,593 | $301.2K | 0.11% | +3,593 | New |
| Fidelis Capital Partners, LLC | 3,932 | $301.7K | 0.02% | +279+7.6% | Added |
| Camden Capital, LLC | 3,934 | $301.8K | 0.02% | −374−8.7% | Reduced |
| KCM Investment Advisors LLC | 3,957 | $303.6K | 0.01% | −574−12.7% | Reduced |
| Barry Investment Advisors, LLC | 3,962 | $304.0K | 0.07% | −40−1.0% | Reduced |
| Smithfield Trust Co | 3,978 | $304.0K | 0.01% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 3,976 | $305.0K | 0.13% | +12+0.3% | Added |
| a16z Perennial Management, L.P. | 3,986 | $305.8K | 0.02% | +3,986 | New |
| ICW Investment Advisors LLC | 4,000 | $306.9K | 0.11% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 4,000 | $306.9K | 0.10% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,002 | $307.0K | 0.13% | +871+27.8% | Added |
| Axis Wealth Partners, LLC | 4,002 | $307.1K | 0.18% | −64−1.6% | Reduced |
| AlTi Global, Inc. | 4,012 | $307.8K | 0.01% | −716−15.1% | Reduced |
| Private Trust Co NA | 4,036 | $309.6K | 0.03% | +88+2.2% | Added |
| Thrive Wealth Management, LLC | 4,075 | $312.7K | 0.05% | +28+0.7% | Added |
| Simmons Bank | 4,079 | $312.9K | 0.02% | −3,596−46.9% | Reduced |
| Simon Quick Advisors, LLC | 4,086 | $313.5K | 0.01% | +456+12.6% | Added |
| Traub Capital Management LLC | 4,115 | $315.7K | 0.31% | +130+3.3% | Added |
| SFG Wealth Management, LLC. | 4,119 | $316.0K | 0.14% | +64+1.6% | Added |
| LifeGuide Financial Advisors, LLC | 4,426 | $316.3K | 0.12% | 00.0% | Unchanged |
| South Street Advisors LLC | 4,125 | $316.5K | 0.04% | +4,125 | New |
| Inscription Capital, LLC | 4,125 | $316.5K | 0.03% | +4,125 | New |
| Covenant Asset Management, LLC | 4,134 | $317.2K | 0.06% | −100−2.4% | Reduced |
| Visionary Wealth Advisors | 4,137 | $317.4K | 0.01% | +21+0.5% | Added |
| First Financial Bank - Trust Division | 4,151 | $318.5K | 0.03% | −6−0.1% | Reduced |
| Atlantic Trust, LLC | 4,187 | $321.2K | 0.05% | −116−2.7% | Reduced |
| Xponance, Inc. | 4,189 | $321.4K | 0.00% | +654+18.5% | Added |
| Pure Financial Advisors, Inc. | 4,198 | $322.0K | 0.01% | +978+30.4% | Added |
| Affinity Wealth Management LLC | 4,199 | $322.1K | 0.05% | +102+2.5% | Added |
| Horizon Family Wealth, Inc. | 4,223 | $324.0K | 0.19% | +26+0.6% | Added |
| Northstar Financial Companies, Inc. | 4,236 | $325.0K | 0.30% | +17+0.4% | Added |
| Howard Financial Services, Ltd. | 4,240 | $325.3K | 0.04% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,257 | $326.6K | 0.05% | −4,966−53.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 4,224 | $326.6K | 0.24% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 4,279 | $328.3K | 0.02% | −215−4.8% | Reduced |
| Great Diamond Partners, LLC | 4,287 | $328.9K | 0.06% | −282−6.2% | Reduced |
| FRG Family Wealth Advisors LLC | 4,300 | $329.9K | 0.05% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 4,302 | $330.0K | 0.08% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 4,316 | $331.1K | 0.08% | −213−4.7% | Reduced |
| TD Waterhouse Canada Inc. | 3,924 | $331.2K | 0.00% | +662+20.3% | Added |
| Transamerica Financial Advisors, Inc. | 4,324 | $331.7K | 0.03% | +2,677+162.5% | Added |
| Main Street Financial Solutions, LLC | 4,325 | $331.8K | 0.02% | +4,325 | New |
| Thompson Siegel & Walmsley LLC | 4,324 | $332.0K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,338 | $332.8K | 0.02% | −524−10.8% | Reduced |
| West Michigan Advisors, LLC | 4,349 | $333.7K | 0.08% | +868+24.9% | Added |
| Widmann Financial Services, Inc. | 4,351 | $333.8K | 0.21% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,410 | $338.3K | 0.10% | −74−1.7% | Reduced |
| Aspen Grove Capital, LLC | 4,419 | $339.0K | 0.06% | −2,001−31.2% | Reduced |
| Jain Global LLC | 4,450 | $341.4K | 0.00% | +4,450 | New |
| NorthRock Partners, LLC | 4,466 | $342.6K | 0.01% | −106−2.3% | Reduced |
| King Luther Capital Management Corp | 4,507 | $345.8K | 0.00% | +827+22.5% | Added |
| Opal Wealth Advisors, LLC | 4,525 | $347.2K | 0.10% | −169−3.6% | Reduced |
| Holistic Financial Partners | 4,543 | $348.5K | 0.14% | +376+9.0% | Added |
| Souders Financial Advisors | 4,580 | $351.4K | 0.04% | +942+25.9% | Added |
| Hilltop National Bank | 4,598 | $352.8K | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,603 | $353.1K | 0.01% | +3+0.1% | Added |
| Evoke Wealth, LLC | 4,608 | $353.6K | 0.01% | +793+20.8% | Added |
| Parsonex Advisory Services, Inc. | 4,629 | $355.1K | 0.24% | −51−1.1% | Reduced |
| Strategic Investment Solutions, Inc. | 4,633 | $355.4K | 0.09% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 4,223 | $356.3K | 0.05% | +4,223 | New |
| Optivise Advisory Services LLC | 4,674 | $358.6K | 0.21% | +22+0.5% | Added |
| National Philanthropic Trust | 4,682 | $359.2K | 0.00% | +1,339+40.1% | Added |
| Consolidated Portfolio Review Corp | 4,688 | $359.6K | 0.05% | −46−1.0% | Reduced |
| Advisors Management Group Inc | 4,696 | $360.0K | 0.06% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 4,694 | $360.2K | 0.07% | +7+0.1% | Added |
| Joel Isaacson & Co., LLC | 4,695 | $360.2K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,734 | $363.2K | 0.00% | +61+1.3% | Added |
| 111 Capital | 4,736 | $363.3K | 0.07% | +95+2.0% | Added |
| Bank of Stockton | 4,738 | $363.5K | 0.10% | −160−3.3% | Reduced |
| Cetera Trust Company, N.A | 4,745 | $364.0K | 0.20% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 4,782 | $366.9K | 0.03% | +1,327+38.4% | Added |
| Glenview Trust Co | 4,793 | $367.7K | 0.01% | −314−6.1% | Reduced |
| Redwood Investment Management, LLC | 4,811 | $369.0K | 0.04% | +93+2.0% | Added |
| Astoria Portfolio Advisors LLC. | 4,339 | $370.5K | 0.10% | +10.0% | Added |
| IFP Advisors, Inc | 4,829 | $370.5K | 0.01% | −650−11.9% | Reduced |
| GM Advisory Group, Inc. | 4,845 | $371.7K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 4,854 | $372.4K | 0.01% | −8,813−64.5% | Reduced |
| GDS Wealth Management | 4,859 | $372.8K | 0.02% | −57−1.2% | Reduced |
| Riversedge Advisors, LLC | 4,880 | $374.4K | 0.06% | +823+20.3% | Added |
| Independent Financial Group, LLC | 4,887 | $374.9K | 0.01% | +235+5.1% | Added |
| Seven Mile Advisory | 4,896 | $375.6K | 0.06% | +504+11.5% | Added |
| Peregrine Asset Advisers, Inc. | 4,900 | $375.9K | 0.11% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 4,904 | $376.2K | 0.17% | +4,904 | New |
| McKinley Carter Wealth Services, Inc. | 4,911 | $376.8K | 0.02% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 4,959 | $380.4K | 0.11% | +409+9.0% | Added |
| Noesis Capital Mangement Corp | 5,009 | $384.3K | 0.06% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,018 | $385.0K | 0.00% | −298−5.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,036 | $386.4K | 0.02% | +10.0% | Added |
| Great Valley Advisor Group, Inc. | 5,043 | $386.4K | 0.01% | +94+1.9% | Added |
| JFS Wealth Advisors, LLC | 5,088 | $390.4K | 0.02% | −14−0.3% | Reduced |
| Connecticut Wealth Management, LLC | 5,090 | $390.5K | 0.02% | −70−1.4% | Reduced |
| Itau Unibanco Holding S.A. | 5,127 | $393.3K | 0.01% | −2,254−30.5% | Reduced |
| Sageworth Trust Co | 5,143 | $394.6K | 0.02% | +5,143 | New |
| LaSalle St. Investment Advisors, LLC | 5,158 | $395.0K | 0.07% | −151−2.8% | Reduced |
| Essex Savings Bank | 5,163 | $396.1K | 0.09% | −171−3.2% | Reduced |
| Sage Mountain Advisors LLC | 5,180 | $397.4K | 0.02% | +1,058+25.7% | Added |
| Institute for Wealth Management, LLC. | 5,200 | $398.9K | 0.04% | −34−0.6% | Reduced |
| Mosaic Financial Group, LLC | 5,205 | $399.0K | 0.28% | +33+0.6% | Added |