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 | 1,388 | $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, 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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 53,829 | $4.95M | 0.07% | −833−1.5% | Reduced |
| Keybank National Association | 54,039 | $4.97M | 0.02% | +2,454+4.8% | Added |
| Daiwa Securities Group Inc. | 54,060 | $4.97M | 0.02% | +4,771+9.7% | Added |
| Profund Advisors LLC | 54,072 | $4.97M | 0.15% | +4,684+9.5% | Added |
| Steward Partners Investment Advisory, LLC | 55,073 | $5.06M | 0.03% | +1,839+3.5% | Added |
| WSFS Capital Management, LLC | 55,402 | $5.09M | 0.24% | +184+0.3% | Added |
| Tower Research Capital LLC (TRC) | 55,506 | $5.10M | 0.12% | −167,329−75.1% | Reduced |
| AIMZ Investment Advisors, LLC | 55,781 | $5.13M | 1.47% | −478−0.8% | Reduced |
| NewEdge Wealth, LLC | 56,114 | $5.16M | 0.06% | +7,653+15.8% | Added |
| Global Retirement Partners, LLC | 56,118 | $5.16M | 0.09% | +30,770+121.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 56,328 | $5.18M | 0.02% | +2,819+5.3% | Added |
| Vise Technologies, Inc. | 56,496 | $5.19M | 0.10% | +26,700+89.6% | Added |
| Exome Asset Management LLC | 28,362 | $5.26M | 2.60% | 00.0% | Unchanged |
| Walleye Trading LLC | 57,518 | $5.29M | 0.09% | −66,881−53.8% | Reduced |
| Ingalls & Snyder LLC | 57,531 | $5.29M | 0.19% | −2,794−4.6% | Reduced |
| Factory Mutual Insurance Co | 57,852 | $5.32M | 0.05% | 00.0% | Unchanged |
| Motco | 57,872 | $5.32M | 0.48% | −1,579−2.7% | Reduced |
| Benjamin Edwards Inc | 59,364 | $5.46M | 0.06% | −6,208−9.5% | Reduced |
| Principal Securities, Inc. | 59,527 | $5.47M | 0.08% | +2,373+4.2% | Added |
| Jones Financial Companies LLLP | 59,663 | $5.48M | 0.00% | +18,098+43.5% | Added |
| Asio Capital, LLC | 59,803 | $5.50M | 0.78% | +933+1.6% | Added |
| Naviter Wealth, LLC | 60,013 | $5.52M | 0.72% | −12,014−16.7% | Reduced |
| Logan Capital Management Inc | 60,131 | $5.53M | 0.23% | +9,547+18.9% | Added |
| Cox Capital Mgt LLC | 58,689 | $5.55M | 3.45% | +858+1.5% | Added |
| Brandywine Oak Private Wealth LLC | 61,169 | $5.62M | 0.47% | −3,574−5.5% | Reduced |
| Timber Creek Capital Management LLC | 61,415 | $5.65M | 1.31% | −461−0.7% | Reduced |
| Valicenti Advisory Services Inc | 61,796 | $5.68M | 1.19% | +1,100+1.8% | Added |
| GLOBALT Investments LLC | 62,411 | $5.74M | 0.21% | −1,660−2.6% | Reduced |
| Gabelli Funds LLC | 63,000 | $5.79M | 0.04% | −9,300−12.9% | Reduced |
| Sherman Porfolios, LLC | 63,428 | $5.83M | 0.40% | +63,428 | New |
| South State Corp. | 63,722 | $5.86M | 0.26% | +2,277+3.7% | Added |
| Hendley & Co Inc | 64,805 | $5.96M | 2.13% | −8,415−11.5% | Reduced |
| Pittenger & Anderson Inc | 64,920 | $5.97M | 0.23% | +300+0.5% | Added |
| Azzad Asset Management Inc | 64,952 | $5.97M | 0.59% | +238+0.4% | Added |
| Evergreen Capital Management LLC | 65,042 | $5.98M | 0.13% | +21,723+50.1% | Added |
| Apollon Wealth Management, LLC | 65,229 | $6.00M | 0.10% | +49,626+318.1% | Added |
| Patten Group, Inc. | 65,406 | $6.01M | 1.11% | −1,015−1.5% | Reduced |
| Guardian Capital LP | 65,473 | $6.02M | 0.18% | −17,601−21.2% | Reduced |
| Signaturefd, LLC | 65,776 | $6.05M | 0.09% | +1,840+2.9% | Added |
| RNC Capital Management LLC | 66,035 | $6.07M | 0.28% | −457−0.7% | Reduced |
| Rossmore Private Capital | 66,392 | $6.10M | 0.55% | +1,792+2.8% | Added |
| Bryn Mawr Trust Co | 66,450 | $6.11M | 0.14% | +213+0.3% | Added |
| Shelton Capital Management | 66,561 | $6.12M | 0.12% | −2,530−3.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 68,841 | $6.33M | 0.50% | +11,092+19.2% | Added |
| Taproot Management LP | 69,996 | $6.43M | 1.04% | +69,996 | New |
| Pinkerton Retirement Specialists, LLC | 70,033 | $6.44M | 0.66% | −769−1.1% | Reduced |
| Ieq Capital, LLC | 70,389 | $6.47M | 0.02% | −4,341−5.8% | Reduced |
| Simplify Asset Management Inc. | 70,980 | $6.53M | 0.11% | +34,036+92.1% | Added |
| CIBC World Markets Inc. | 71,060 | $6.53M | 0.01% | +6,639+10.3% | Added |
| Purpose Unlimited Inc. | 73,490 | $6.76M | 0.31% | +73,490 | New |
| DekaBank Deutsche Girozentrale | 81,742 | $6.81M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 58,066 | $6.81M | 0.02% | +1,246+2.2% | Added |
| Benson Investment Management Company, Inc. | 76,087 | $6.99M | 2.44% | +790+1.0% | Added |
| Henry James International Management, Inc. | 76,987 | $7.08M | 2.23% | +19,024+32.8% | Added |
| Nixon Peabody Trust Co | 77,593 | $7.13M | 0.54% | +43+0.1% | Added |
| Oxbow Advisors, LLC | 78,288 | $7.20M | 0.63% | +694+0.9% | Added |
| Advisors Asset Management, Inc. | 79,730 | $7.33M | 0.12% | +29,365+58.3% | Added |
| Geneos Wealth Management Inc. | 81,898 | $7.53M | 0.18% | −691−0.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 82,047 | $7.54M | 0.04% | −786,601−90.6% | Reduced |
| Goelzer Investment Management, Inc. | 82,536 | $7.59M | 0.35% | +521+0.6% | Added |
| Boston Common Asset Management, LLC | 83,424 | $7.67M | 0.46% | −178,013−68.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 83,539 | $7.68M | 0.58% | +12,255+17.2% | Added |
| Pinnacle Financial Partners, Inc. | 83,791 | $7.70M | 0.06% | +83,791 | New |
| Adviser Investments LLC | 83,824 | $7.71M | 0.08% | +21,891+35.3% | Added |
| Capital Group Private Client Services, Inc. | 84,027 | $7.72M | 0.12% | −9,489−10.1% | Reduced |
| Nissay Asset Management Corp | 84,104 | $7.73M | 0.04% | +6,287+8.1% | Added |
| L & S Advisors Inc | 84,691 | $7.79M | 0.72% | +84,691 | New |
| WealthPlan Investment Management, LLC | 86,062 | $7.91M | 0.50% | +49+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 86,207 | $7.92M | 0.01% | +2,820+3.4% | Added |
| Bleakley Financial Group, LLC | 87,409 | $8.04M | 0.14% | +7,426+9.3% | Added |
| Ritholtz Wealth Management | 88,255 | $8.11M | 0.15% | +2,783+3.3% | Added |
| GWM Advisors LLC | 89,812 | $8.26M | 0.03% | +26,659+42.2% | Added |
| Oliver Luxxe Assets LLC | 91,468 | $8.41M | 1.28% | −183−0.2% | Reduced |
| Pictet North America Advisors SA | 92,910 | $8.54M | 0.81% | −7,412−7.4% | Reduced |
| Mengis Capital Management, Inc. | 93,361 | $8.58M | 1.52% | +6,519+7.5% | Added |
| Aquatic Capital Management LLC | 94,065 | $8.65M | 0.25% | +94,065 | New |
| Transatlantique Private Wealth LLC | 47,248 | $8.75M | 2.75% | −162−0.3% | Reduced |
| Federated Hermes, Inc. | 95,290 | $8.76M | 0.01% | −22,723−19.3% | Reduced |
| Ethic Inc. | 96,702 | $8.89M | 0.14% | +12,320+14.6% | Added |
| Terry L. Blaker | 97,418 | $8.96M | 0.33% | +1,527+1.6% | Added |
| Oak Ridge Investments LLC | 97,663 | $8.98M | 0.54% | +3,765+4.0% | Added |
| Atlantic Union Bankshares Corp | 98,138 | $9.02M | 0.17% | +811+0.8% | Added |
| Quadrant Capital Group LLC | 98,929 | $9.09M | 0.27% | +4,648+4.9% | Added |
| Triglav Skladi, D.O.O. | 100,235 | $9.21M | 0.58% | +360.0% | Added |
| Kestra Advisory Services, LLC | 100,607 | $9.25M | 0.04% | +3,911+4.0% | Added |
| Laird Norton Trust Company, LLC | 101,718 | $9.35M | 0.19% | +101,718 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 101,828 | $9.36M | 0.01% | +6,113+6.4% | Added |
| GQG Partners LLC | 102,372 | $9.41M | 0.02% | +14,408+16.4% | Added |
| Bessemer Group Inc | 102,696 | $9.44M | 0.01% | −3,399−3.2% | Reduced |
| Private Advisor Group, LLC | 103,693 | $9.53M | 0.04% | +1,203+1.2% | Added |
| Park Avenue Securities LLC | 106,786 | $9.82M | 0.08% | +2,910+2.8% | Added |
| RMB Capital Management, LLC | 108,581 | $9.98M | 0.17% | +28,644+35.8% | Added |
| Nomura Holdings Inc | 109,796 | $10.1M | 0.03% | +65,555+148.2% | Added |
| Manufacturers Life Insurance Company, The | 109,690 | $10.1M | 0.01% | −9,137−7.7% | Reduced |
| Prospera Financial Services Inc | 111,014 | $10.2M | 0.17% | −4,209−3.7% | Reduced |
| Anchor Capital Advisors LLC | 111,343 | $10.2M | 0.30% | −3,007−2.6% | Reduced |
| AQR Capital Management LLC | 111,959 | $10.3M | 0.01% | +27,175+32.1% | Added |
| Altrius Capital Management Inc | 115,064 | $10.6M | 2.24% | −4,496−3.8% | Reduced |
| Azimuth Capital Investment Management LLC | 116,470 | $10.7M | 0.38% | +195+0.2% | Added |
| Skopos Labs, Inc. | 116,901 | $10.8M | 0.50% | +87,237+294.1% | Added |