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 |
|---|---|---|---|---|---|
| DV Equities, LLC | 5,065 | $465.6K | 0.08% | +5,065 | New |
| Arista Wealth Management, LLC | 5,073 | $466.4K | 0.06% | −269−5.0% | Reduced |
| JFS Wealth Advisors, LLC | 5,088 | $467.7K | 0.03% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 5,090 | $467.9K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 5,123 | $471.0K | 0.10% | −40−0.8% | Reduced |
| Institute for Wealth Management, LLC. | 5,171 | $475.3K | 0.05% | −29−0.6% | Reduced |
| Verition Fund Management LLC | 5,177 | $475.9K | 0.00% | −1,385−21.1% | Reduced |
| Focus Financial Network, Inc. | 5,179 | $476.1K | 0.02% | −923−15.1% | Reduced |
| XML Financial, LLC | 5,198 | $477.9K | 0.04% | −950−15.5% | Reduced |
| Aptus Capital Advisors, LLC | 5,198 | $477.9K | 0.00% | +180+3.6% | Added |
| Mosaic Financial Group, LLC | 5,205 | $478.0K | 0.33% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,234 | $481.2K | 0.01% | −17,147−76.6% | Reduced |
| Plan Group Financial, LLC | 5,243 | $482.0K | 0.13% | +5,243 | New |
| 111 Capital | 5,259 | $483.5K | 0.11% | +523+11.0% | Added |
| Colonial River Wealth Management, LLC | 5,301 | $487.3K | 0.17% | +17+0.3% | Added |
| BKM Wealth Management, LLC | 5,305 | $487.7K | 0.18% | −755−12.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 5,319 | $488.0K | 0.08% | +161+3.1% | Added |
| North Star Asset Management Inc | 5,314 | $488.5K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 5,336 | $490.5K | 0.01% | +98+1.9% | Added |
| Canopy Partners, LLC | 5,401 | $496.5K | 0.16% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 5,407 | $497.1K | 0.07% | +5,407 | New |
| Archford Capital Strategies, LLC | 5,410 | $497.4K | 0.06% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,425 | $498.7K | 0.05% | +65+1.2% | Added |
| Riversedge Advisors, LLC | 5,446 | $500.7K | 0.08% | +566+11.6% | Added |
| Westerkirk Capital Inc. | 5,465 | $502.4K | 0.05% | −6,345−53.7% | Reduced |
| Winton Group Ltd | 5,500 | $505.6K | 0.02% | +5,500 | New |
| Capital Asset Advisory Services LLC | 5,336 | $506.7K | 0.02% | −55−1.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,562 | $511.3K | 0.09% | −380−6.4% | Reduced |
| Spinnaker Investment Group, LLC | 5,601 | $514.9K | 0.09% | +21+0.4% | Added |
| Perpetual Ltd | 5,606 | $515.4K | 0.01% | −8,513−60.3% | Reduced |
| Alhambra Investment Partners LLC | 5,621 | $516.7K | 0.24% | +46+0.8% | Added |
| Anchyra Partners LLC | 5,665 | $520.8K | 0.16% | +5,665 | New |
| True North Advisors, LLC | 5,679 | $522.1K | 0.07% | −45−0.8% | Reduced |
| Sentinel Trust Co Lba | 5,710 | $525.0K | 0.05% | 00.0% | Unchanged |
| Brown Financial Advisors | 5,714 | $525.3K | 0.19% | +5,714 | New |
| XTX Topco Ltd | 5,726 | $526.4K | 0.01% | −11,554−66.9% | Reduced |
| MOR Wealth Management, LLC | 5,727 | $526.5K | 0.24% | +5,727 | New |
| Great Valley Advisor Group, Inc. | 5,734 | $526.9K | 0.01% | +691+13.7% | Added |
| Larry Mathis Financial Planning, LLC | 5,770 | $530.4K | 0.47% | +5,770 | New |
| Breakwater Capital Group | 5,811 | $534.2K | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 5,828 | $535.8K | 0.03% | +522+9.8% | Added |
| Pines Wealth Management, LLC | 5,834 | $536.3K | 0.17% | +196+3.5% | Added |
| Pointe Capital Management LLC | 5,842 | $537.1K | 0.27% | −942−13.9% | Reduced |
| Clean Yield Group | 5,900 | $542.4K | 0.15% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,905 | $542.9K | 0.01% | +1,707+40.7% | Added |
| Voya Financial Advisors, Inc. | 5,891 | $545.0K | 0.05% | −798−11.9% | Reduced |
| Csenge Advisory Group | 5,938 | $545.9K | 0.02% | −262−4.2% | Reduced |
| Signal Advisors Wealth, LLC | 5,956 | $547.5K | 0.04% | −209−3.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,980 | $549.7K | 0.01% | −52−0.9% | Reduced |
| SBI Securities Co., Ltd. | 6,012 | $552.7K | 0.01% | −384−6.0% | Reduced |
| R Squared Ltd | 6,033 | $554.6K | 0.26% | +6,033 | New |
| Everpar Advisors LLC | 6,043 | $555.5K | 0.21% | −1,000−14.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 5,894 | $556.4K | 0.03% | +1,045+21.6% | Added |
| AA Financial Advisors, LLC | 6,055 | $556.6K | 0.10% | −2,774−31.4% | Reduced |
| SFE Investment Counsel | 6,085 | $559.4K | 0.09% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6,119 | $562.5K | 0.31% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,174 | $567.5K | 0.05% | −41−0.7% | Reduced |
| Nilsine Partners, LLC | 6,177 | $567.9K | 0.05% | −2,496−28.8% | Reduced |
| Centiva Capital, LP | 6,196 | $569.6K | 0.03% | −2,134−25.6% | Reduced |
| Simplicity Wealth,LLC | 6,228 | $572.5K | 0.03% | −1,205−16.2% | Reduced |
| Boston Private Wealth LLC | 6,241 | $573.7K | 0.03% | −191−3.0% | Reduced |
| Monetary Management Group Inc | 6,250 | $574.6K | 0.13% | +750+13.6% | Added |
| Custom Index Systems, LLC | 6,284 | $577.7K | 0.26% | +28+0.4% | Added |
| Athena Wealth Management, LLC | 6,310 | $580.0K | 0.56% | +6,310 | New |
| Diversified Trust Co | 6,386 | $587.1K | 0.01% | +414+6.9% | Added |
| Abel Hall, LLC | 6,418 | $590.0K | 0.14% | +736+13.0% | Added |
| Grandfield & Dodd, LLC | 6,424 | $590.6K | 0.03% | +47+0.7% | Added |
| AlTi Global, Inc. | 6,467 | $594.5K | 0.01% | +2,455+61.2% | Added |
| Evolve Private Wealth, LLC | 6,474 | $595.2K | 0.04% | +6,474 | New |
| Hamilton Wealth, LLC | 6,478 | $595.5K | 0.11% | +918+16.5% | Added |
| Key Financial Inc | 6,555 | $602.6K | 0.11% | −1,237−15.9% | Reduced |
| Spire Wealth Management | 6,556 | $602.7K | 0.02% | +596+10.0% | Added |
| Gryphon Financial Partners LLC | 6,612 | $607.9K | 0.07% | +1,140+20.8% | Added |
| Centaurus Financial, Inc. | 6,620 | $609.0K | 0.03% | −799−10.8% | Reduced |
| Avantra Family Wealth, Inc. | 6,626 | $609.1K | 0.44% | +34+0.5% | Added |
| Koshinski Asset Management, Inc. | 6,644 | $610.8K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6,697 | $615.6K | 0.01% | +2,089+45.3% | Added |
| New England Research & Management, Inc. | 6,697 | $615.7K | 0.27% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 6,773 | $619.0K | 0.40% | +1,239+22.4% | Added |
| McLean Asset Management Corp | 6,494 | $625.6K | 0.11% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 6,898 | $634.2K | 0.26% | +58+0.8% | Added |
| Pursuit Wealth Management LLC | 6,917 | $635.9K | 0.55% | +6,917 | New |
| Integrity Alliance, LLC. | 6,941 | $638.1K | 0.02% | −844−10.8% | Reduced |
| Chung Wu Investment Group, LLC | 6,950 | $638.9K | 0.52% | −100−1.4% | Reduced |
| Flagship Harbor Advisors, LLC | 6,973 | $641.1K | 0.03% | −541−7.2% | Reduced |
| Fruth Investment Management | 6,998 | $643.0K | 0.17% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 7,020 | $645.4K | 0.07% | −51−0.7% | Reduced |
| Quadrature Capital Ltd | 7,051 | $648.2K | 0.01% | +7,051 | New |
| Krilogy Financial LLC | 6,898 | $650.0K | 0.02% | −2,105−23.4% | Reduced |
| First Manhattan Co | 7,111 | $653.7K | 0.00% | +11+0.2% | Added |
| Stock Yards Bank & Trust Co | 7,114 | $654.0K | 0.02% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 7,175 | $659.6K | 0.30% | −104−1.4% | Reduced |
| Wick Capital Partners, LLC | 7,226 | $664.2K | 0.12% | +21+0.3% | Added |
| Norden Group LLC | 7,258 | $667.2K | 0.07% | −809−10.0% | Reduced |
| Bingham Private Wealth, LLC | 7,281 | $669.3K | 0.58% | +7,281 | New |
| Pekin Hardy Strauss, Inc. | 7,284 | $669.6K | 0.06% | +3,634+99.6% | Added |
| Nations Financial Group Inc, | 7,317 | $672.7K | 0.04% | +1,948+36.3% | Added |
| S Harris Financial Group, LLC | 7,355 | $676.2K | 0.65% | +7,355 | New |
| Argonautica Private Wealth Management, Inc | 7,362 | $676.8K | 0.20% | +2,403+48.5% | Added |
| Jacobi Capital Management LLC | 7,363 | $676.8K | 0.04% | −218−2.9% | Reduced |