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, Q4 2025
Institutional positions in AstraZeneca PLC as of Dec 31, 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
- 1,410
- +146 vs. Q3 2025
- Shares held
- 504.2M
- +11.4M (+2.3%) vs. Q3 2025
- Total value
- $46.4B
- +$8.57B (+22.7%) vs. Q3 2025
- New holders
- 266
- 501 more added
- Sold out
- 120
- 412 more reduced
28 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jamison Private Wealth Management, Inc. | 27,838 | $2.56M | 0.31% | −218−0.8% | Reduced |
| Signet Financial Management, LLC | 27,899 | $2.56M | 0.29% | +27,899 | New |
| Aaron Wealth Advisors | 27,984 | $2.57M | 0.14% | +6,769+31.9% | Added |
| OpenArc Corporate Advisory, LLC | 28,121 | $2.59M | 0.04% | +28,121 | New |
| CIBC World Markets Corp | 28,355 | $2.61M | 0.01% | +28,355 | New |
| MMBG Investment Advisors Co. | 28,379 | $2.61M | 0.22% | +12,860+82.9% | Added |
| Venturi Wealth Management, LLC | 28,398 | $2.61M | 0.12% | +2,483+9.6% | Added |
| TD Waterhouse Canada Inc. | 28,401 | $2.61M | 0.02% | +24,477+623.8% | Added |
| Element Squared LLC | 28,452 | $2.62M | 1.42% | +340+1.2% | Added |
| Oarsman Capital, Inc. | 28,644 | $2.63M | 0.34% | +3,183+12.5% | Added |
| Kestra Private Wealth Services, LLC | 28,709 | $2.64M | 0.03% | +1,588+5.9% | Added |
| Smartleaf Asset Management LLC | 28,594 | $2.65M | 0.10% | +3,846+15.5% | Added |
| EP Wealth Advisors, LLC | 29,217 | $2.69M | 0.01% | +29,217 | New |
| NTV Asset Management LLC | 29,452 | $2.71M | 0.29% | −20.0% | Reduced |
| Susquehanna International Group, LLP | 29,814 | $2.74M | 0.00% | −63,769−68.1% | Reduced |
| Nordea Investment Management AB | 29,888 | $2.75M | 0.00% | +20,635+223.0% | Added |
| Qtron Investments LLC | 29,970 | $2.76M | 0.36% | −1,701−5.4% | Reduced |
| Beacon Pointe Advisors, LLC | 30,059 | $2.76M | 0.02% | +14,285+90.6% | Added |
| White Lighthouse Investment Management Inc. | 30,374 | $2.79M | 0.39% | −2,354−7.2% | Reduced |
| SWP Investment Management LLC | 30,391 | $2.79M | 2.03% | +1,795+6.3% | Added |
| Bellevue Group AG | 30,431 | $2.80M | 0.05% | −5,213−14.6% | Reduced |
| United Capital Financial Advisers, LLC | 30,829 | $2.83M | 0.02% | +1,395+4.7% | Added |
| Calamos Wealth Management LLC | 31,549 | $2.90M | 0.10% | +31,549 | New |
| Rakuten Investment Management, Inc. | 31,507 | $2.92M | 0.01% | +31,107+7,776.8% | Added |
| SCS Capital Management LLC | 32,056 | $2.95M | 0.03% | −151,551−82.5% | Reduced |
| Third View Private Wealth, LLC | 32,091 | $2.95M | 0.40% | +32,091 | New |
| Columbus Macro, LLC | 32,172 | $2.96M | 0.32% | −1,281−3.8% | Reduced |
| Founders Financial Securities LLC | 32,277 | $2.97M | 0.17% | +1,011+3.2% | Added |
| Money Concepts Capital Corp | 32,808 | $3.02M | 0.17% | +669+2.1% | Added |
| Old Port Advisors | 33,190 | $3.05M | 0.75% | +2,338+7.6% | Added |
| Sofos Investments, Inc. | 33,313 | $3.06M | 0.59% | −14,445−30.2% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 33,369 | $3.07M | 0.40% | −600−1.8% | Reduced |
| Pinnacle Associates Ltd | 33,559 | $3.09M | 0.04% | +4,445+15.3% | Added |
| Aperture Investors, LLC | 33,732 | $3.10M | 0.43% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 33,842 | $3.11M | 0.07% | +4,813+16.6% | Added |
| CenterBook Partners LP | 34,800 | $3.20M | 0.16% | +3,537+11.3% | Added |
| Equitable Trust Co | 34,910 | $3.21M | 0.14% | −195−0.6% | Reduced |
| Merit Financial Group, LLC | 35,186 | $3.23M | 0.03% | −1,308−3.6% | Reduced |
| Searle & Co. | 35,350 | $3.25M | 0.84% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 35,401 | $3.25M | 0.12% | +2,876+8.8% | Added |
| GeoWealth Management, LLC | 35,779 | $3.29M | 0.12% | +14,820+70.7% | Added |
| Tealwood Asset Management Inc | 35,810 | $3.29M | 1.48% | −63−0.2% | Reduced |
| WCG Wealth Advisors LLC | 35,883 | $3.30M | 0.09% | +35,883 | New |
| Gray Foundation | 36,537 | $3.36M | 0.84% | +36,537 | New |
| Ballentine Partners, LLC | 36,623 | $3.37M | 0.05% | +1,617+4.6% | Added |
| Exencial Wealth Advisors, LLC | 36,813 | $3.38M | 0.11% | +1,638+4.7% | Added |
| Verdence Capital Advisors LLC | 37,297 | $3.43M | 0.20% | −4,205−10.1% | Reduced |
| LGT Group Foundation | 37,076 | $3.43M | 0.04% | +34,445+1,309.2% | Added |
| Marks Group Wealth Management, Inc | 37,787 | $3.47M | 0.33% | +3,337+9.7% | Added |
| Foundation Wealth Management, LLC | 38,411 | $3.53M | 1.28% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 38,524 | $3.54M | 0.09% | +1,950+5.3% | Added |
| Louisiana State Employees Retirement System | 39,000 | $3.59M | 0.06% | −3,800−8.9% | Reduced |
| Westview Management dba Westview Investment Advisors | 39,136 | $3.60M | 1.71% | +39,136 | New |
| Thrivent Financial for Lutherans | 39,329 | $3.63M | 0.01% | +18,964+93.1% | Added |
| Sequoia Financial Advisors, LLC | 39,691 | $3.65M | 0.02% | +564+1.4% | Added |
| Sivik Global Healthcare LLC | 40,000 | $3.68M | 1.80% | +40,000 | New |
| LGT Fund Management Co Ltd. | 39,958 | $3.70M | 0.29% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 40,584 | $3.73M | 0.04% | −1,595−3.8% | Reduced |
| D. E. Shaw & Co., Inc. | 41,437 | $3.81M | 0.00% | −190,194−82.1% | Reduced |
| Natural Investments, LLC | 41,679 | $3.83M | 0.95% | −2,793−6.3% | Reduced |
| Paradigm Asset Management Co LLC | 21,500 | $3.88M | 0.89% | +7,200+50.3% | Added |
| Atomi Financial Group, Inc. | 42,583 | $3.91M | 0.12% | +9,655+29.3% | Added |
| Arkadios Wealth Advisors | 42,683 | $3.92M | 0.08% | +24,478+134.5% | Added |
| GAM Holding AG | 42,793 | $3.93M | 0.25% | +42,793 | New |
| Miracle Mile Advisors, LLC | 43,579 | $4.01M | 0.06% | +167+0.4% | Added |
| Harvest Fund Management Co., Ltd | 43,583 | $4.01M | 0.15% | +7,528+20.9% | Added |
| CAPROCK Group, Inc. | 43,939 | $4.04M | 0.09% | +5,344+13.8% | Added |
| DCF Advisers, LLC | 44,300 | $4.07M | 1.34% | −1,500−3.3% | Reduced |
| Credit Agricole S A | 44,707 | $4.11M | 0.01% | +22,708+103.2% | Added |
| Clayton Partners LLC | 46,139 | $4.24M | 3.06% | −512−1.1% | Reduced |
| Aviso Financial Inc. | 46,393 | $4.26M | 0.16% | +1,980+4.5% | Added |
| AMG National Trust Bank | 46,714 | $4.29M | 0.10% | +3,731+8.7% | Added |
| William Blair Investment Management, LLC | 47,059 | $4.33M | 0.01% | +14,247+43.4% | Added |
| Sound View Wealth Advisors Group, LLC | 47,106 | $4.33M | 0.29% | +315+0.7% | Added |
| James Investment Research Inc | 47,192 | $4.34M | 0.47% | −12,616−21.1% | Reduced |
| Dynasty Wealth Management, LLC | 23,782 | $4.37M | 0.04% | −18,791−44.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 47,878 | $4.40M | 0.23% | +22,556+89.1% | Added |
| Channel Wealth LLC | 47,953 | $4.41M | 1.12% | −10,555−18.0% | Reduced |
| Seascape Capital Management | 48,334 | $4.44M | 1.26% | +584+1.2% | Added |
| Davenport & Co LLC | 49,055 | $4.51M | 0.02% | +177+0.4% | Added |
| Ramirez Asset Management, Inc. | 49,262 | $4.53M | 0.60% | +2,605+5.6% | Added |
| Vident Advisory, LLC | 49,591 | $4.56M | 0.04% | −1,802−3.5% | Reduced |
| Robbins Farley LLC | 49,906 | $4.59M | 2.08% | −4,243−7.8% | Reduced |
| HB Wealth Management, LLC | 49,922 | $4.59M | 0.03% | +2,364+5.0% | Added |
| Nwi Management LP | 50,000 | $4.60M | 0.28% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 50,112 | $4.61M | 0.59% | +1,797+3.7% | Added |
| Concurrent Investment Advisors, LLC | 50,240 | $4.62M | 0.05% | +11,742+30.5% | Added |
| Brookmont Capital Management | 50,355 | $4.63M | 2.68% | −554−1.1% | Reduced |
| RSM US Wealth Management LLC | 50,441 | $4.67M | 0.06% | +3,362+7.1% | Added |
| Samjo Management, LLC | 50,965 | $4.69M | 1.81% | −1,890−3.6% | Reduced |
| We Are One Seven, LLC | 51,051 | $4.69M | 0.10% | +4,627+10.0% | Added |
| Naples Global Advisors, LLC | 51,244 | $4.71M | 0.35% | −1,789−3.4% | Reduced |
| Morton Community Bank | 50,977 | $4.73M | 1.02% | +1,697+3.4% | Added |
| DRW Securities, LLC | 51,483 | $4.73M | 0.36% | −12,130−19.1% | Reduced |
| HM Payson & Co | 51,517 | $4.74M | 0.07% | +18,945+58.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 52,254 | $4.78M | 0.00% | +2,842+5.8% | Added |
| Fiduciary Group LLC | 52,205 | $4.80M | 0.40% | +396+0.8% | Added |
| Kennedy Capital Management, Inc. | 52,962 | $4.87M | 0.10% | +1,129+2.2% | Added |
| Eagle Global Advisors LLC | 53,202 | $4.89M | 0.18% | −334−0.6% | Reduced |
| HSBC Holdings PLC | 53,265 | $4.90M | 0.00% | +208+0.4% | Added |