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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 11,671 | $895.4K | 0.06% | +1,178+11.2% | Added |
| Rathbone Brothers plc | 11,737 | $900.5K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 11,748 | $901.3K | 0.04% | −95−0.8% | Reduced |
| Westerkirk Capital Inc. | 11,810 | $906.1K | 0.10% | +11,810 | New |
| Central Trust Co | 11,866 | $910.4K | 0.02% | +448+3.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,892 | $912.3K | 0.02% | +4,876+69.5% | Added |
| Empire Financial Management Company, LLC | 12,000 | $920.6K | 0.21% | 00.0% | Unchanged |
| Cherokee Insurance Co | 12,000 | $920.6K | 0.39% | 00.0% | Unchanged |
| Connable Office Inc | 12,015 | $921.8K | 0.09% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 12,099 | $928.2K | 0.12% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,145 | $931.8K | 0.01% | −346−2.8% | Reduced |
| Wedmont Private Capital | 10,855 | $932.2K | 0.03% | −113−1.0% | Reduced |
| Old National Bancorp | 12,178 | $934.3K | 0.02% | +972+8.7% | Added |
| Marietta Investment Partners LLC | 12,184 | $934.8K | 0.18% | −46−0.4% | Reduced |
| Calamos Advisors LLC | 12,188 | $935.1K | 0.00% | −40.0% | Reduced |
| SIH Partners, LLLP | 12,195 | $935.6K | 0.08% | −66−0.5% | Reduced |
| Hartford Funds Management Co LLC | 12,234 | $938.7K | 0.08% | −1,966−13.8% | Reduced |
| Tiaa Trust, National Association | 12,277 | $941.9K | 0.00% | +579+4.9% | Added |
| Summit Trail Advisors, LLC | 12,321 | $945.3K | 0.01% | +970+8.5% | Added |
| Brucke Financial, Inc. | 11,476 | $945.6K | 0.55% | +2,869+33.3% | Added |
| Sanders Morris Harris LLC | 12,379 | $949.7K | 0.13% | +12,379 | New |
| Venture Visionary Partners LLC | 12,483 | $957.7K | 0.03% | −31−0.2% | Reduced |
| Advocate Group LLC | 12,531 | $961.4K | 0.16% | −33−0.3% | Reduced |
| First Affirmative Financial Network | 12,685 | $973.2K | 0.46% | +1,181+10.3% | Added |
| Sage Rhino Capital LLC | 12,693 | $973.8K | 0.19% | +442+3.6% | Added |
| Phillips Wealth Planners LLC | 11,412 | $975.6K | 0.81% | +2,890+33.9% | Added |
| Hanson & Doremus Investment Management | 12,832 | $984.0K | 0.12% | −1,485−10.4% | Reduced |
| Cozad Asset Management Inc | 12,953 | $993.8K | 0.08% | +194+1.5% | Added |
| Pensionmark Financial Group, LLC | 12,971 | $995.1K | 0.02% | +2,219+20.6% | Added |
| Fiduciary Trust Co | 13,132 | $1.01M | 0.01% | +1,132+9.4% | Added |
| Brown Advisory Inc | 13,185 | $1.01M | 0.00% | −2,128−13.9% | Reduced |
| Leavell Investment Management, Inc. | 13,253 | $1.02M | 0.04% | −1,233−8.5% | Reduced |
| Mutual Advisors, LLC | 12,500 | $1.04M | 0.02% | −667−5.1% | Reduced |
| Cookson Peirce & Co Inc | 13,666 | $1.05M | 0.04% | +13,666 | New |
| Rexford Capital Inc | 13,673 | $1.05M | 0.81% | +107+0.8% | Added |
| Moors & Cabot, Inc. | 13,711 | $1.05M | 0.05% | +5,697+71.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 13,764 | $1.06M | 0.37% | −1,665−10.8% | Reduced |
| Legacy Financial Advisors, Inc. | 13,809 | $1.06M | 0.15% | +13,809 | New |
| Icon Wealth Advisors, LLC | 13,885 | $1.07M | 0.07% | +943+7.3% | Added |
| Capitolis Liquid Global Markets LLC | 13,900 | $1.07M | 0.01% | +13,900 | New |
| Brevan Howard Capital Management LP | 13,912 | $1.07M | 0.02% | +13,912 | New |
| Carnegie Capital Asset Management, LLC | 13,935 | $1.07M | 0.02% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 13,960 | $1.07M | 0.73% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 13,987 | $1.07M | 0.31% | −977−6.5% | Reduced |
| Tepp RIA, LLC | 14,002 | $1.07M | 1.22% | +14,002 | New |
| Avestar Capital, LLC | 14,096 | $1.08M | 0.08% | −59−0.4% | Reduced |
| Perpetual Ltd | 14,119 | $1.08M | 0.01% | −3,827−21.3% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 14,126 | $1.08M | 0.67% | +14,126 | New |
| Public Employees Retirement System of Ohio | 14,168 | $1.09M | 0.00% | −6,432−31.2% | Reduced |
| AlphaCore Capital LLC | 14,230 | $1.09M | 0.04% | +6,206+77.3% | Added |
| Hilltop Holdings Inc. | 14,237 | $1.09M | 0.06% | +14,237 | New |
| Burney Co | 14,287 | $1.10M | 0.03% | −704−4.7% | Reduced |
| Sterling Capital Management LLC | 14,346 | $1.10M | 0.02% | −3,819−21.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,371 | $1.10M | 0.46% | +50.0% | Added |
| SkyView Investment Advisors, LLC | 14,387 | $1.10M | 0.14% | +171+1.2% | Added |
| Gibbs Wealth Management | 14,444 | $1.11M | 0.25% | −147−1.0% | Reduced |
| Dynamic Advisor Solutions LLC | 14,505 | $1.11M | 0.03% | −187−1.3% | Reduced |
| Meridian Wealth Management, LLC | 14,543 | $1.12M | 0.04% | +495+3.5% | Added |
| Investors Asset Management of Georgia Inc | 14,590 | $1.12M | 0.48% | −50−0.3% | Reduced |
| Malaga Cove Capital, LLC | 14,603 | $1.12M | 0.41% | +589+4.2% | Added |
| Umb Bank N A | 14,744 | $1.13M | 0.02% | −244−1.6% | Reduced |
| CSM Advisors, LLC | 14,879 | $1.14M | 0.03% | +14,879 | New |
| Parallel Advisors, LLC | 14,870 | $1.14M | 0.02% | +930+6.7% | Added |
| ExodusPoint Capital Management, LP | 14,987 | $1.15M | 0.02% | +14,987 | New |
| Westport Asset Management Inc | 15,000 | $1.15M | 0.48% | 00.0% | Unchanged |
| Optas, LLC | 15,085 | $1.16M | 0.20% | +108+0.7% | Added |
| LVW Advisors, LLC | 15,317 | $1.18M | 0.12% | −654−4.1% | Reduced |
| Exchange Traded Concepts, LLC | 15,376 | $1.18M | 0.01% | −929−5.7% | Reduced |
| Gradient Investments LLC | 15,385 | $1.18M | 0.02% | +6,242+68.3% | Added |
| MMBG Investment Advisors Co. | 15,519 | $1.19M | 0.11% | +1,640+11.8% | Added |
| Cyndeo Wealth Partners, LLC | 15,596 | $1.20M | 0.07% | −766−4.7% | Reduced |
| Apollon Wealth Management, LLC | 15,603 | $1.20M | 0.02% | +330+2.2% | Added |
| Fulton Bank, N.A. | 15,762 | $1.21M | 0.04% | −280−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 15,774 | $1.21M | 0.01% | −5,586−26.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 16,003 | $1.23M | 0.00% | −30.0% | Reduced |
| SeaCrest Wealth Management, LLC | 14,395 | $1.23M | 0.13% | −1,151−7.4% | Reduced |
| Figure 8 Investment Strategies LLC | 16,049 | $1.23M | 1.10% | +1,970+14.0% | Added |
| Catalyst Funds Management Pty Ltd | 16,100 | $1.24M | 0.19% | +16,100 | New |
| Cooper Financial Group | 16,114 | $1.24M | 0.14% | +632+4.1% | Added |
| Allworth Financial LP | 16,153 | $1.24M | 0.01% | +303+1.9% | Added |
| Pitcairn Co | 16,184 | $1.24M | 0.10% | −2,611−13.9% | Reduced |
| Montecito Bank & Trust | 16,277 | $1.25M | 0.19% | +16,277 | New |
| Intrust Bank NA | 16,312 | $1.25M | 0.10% | +777+5.0% | Added |
| Norinchukin Bank, The | 16,488 | $1.26M | 0.02% | −1,005−5.7% | Reduced |
| Ascent Group, LLC | 16,515 | $1.27M | 0.04% | +450+2.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 16,531 | $1.27M | 0.03% | +269+1.7% | Added |
| Transcend Wealth Collective, LLC | 16,573 | $1.27M | 0.09% | −1,702−9.3% | Reduced |
| Wolverine Trading, LLC | 17,192 | $1.27M | 0.03% | +17,192 | New |
| Altfest L J & Co Inc | 16,648 | $1.28M | 0.14% | −224−1.3% | Reduced |
| 44 Wealth Management LLC | 16,722 | $1.28M | 0.44% | +124+0.7% | Added |
| Coldstream Capital Management Inc | 16,816 | $1.29M | 0.02% | −96−0.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 16,858 | $1.29M | 0.40% | +283+1.7% | Added |
| CWM, LLC | 16,953 | $1.30M | 0.00% | −2,020−10.6% | Reduced |
| Stonegate Investment Group, LLC | 16,999 | $1.30M | 0.03% | −253−1.5% | Reduced |
| Hancock Whitney Corp | 17,195 | $1.32M | 0.02% | +299+1.8% | Added |
| SALT Holding Corp. | 17,200 | $1.32M | 1.67% | +17,200 | New |
| XTX Topco Ltd | 17,280 | $1.33M | 0.07% | +17,280 | New |
| IHT Wealth Management, LLC | 17,473 | $1.34M | 0.03% | +1,714+10.9% | Added |
| Bank of Hawaii | 17,560 | $1.35M | 0.07% | +1,299+8.0% | Added |
| Point72 Hong Kong Ltd | 17,589 | $1.35M | 0.06% | +12,041+217.0% | Added |