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 |
|---|---|---|---|---|---|
| Phillips Wealth Planners LLC | 10,828 | $980.4K | 0.79% | −584−5.1% | Reduced |
| Clarius Group, LLC | 10,671 | $981.0K | 0.06% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 10,674 | $981.3K | 0.19% | −2,019−15.9% | Reduced |
| Channing Global Advisors, LLC | 10,682 | $982.0K | 0.63% | +590+5.8% | Added |
| RB Capital Management, LLC | 10,686 | $982.4K | 0.20% | −406−3.7% | Reduced |
| Bridgewater Advisors Inc. | 10,970 | $993.2K | 0.06% | +351+3.3% | Added |
| Wealthspire Advisors, LLC | 10,859 | $998.2K | 0.01% | −15,113−58.2% | Reduced |
| Marshall Wace, LLP | 10,920 | $1.00M | 0.00% | −685,574−98.4% | Reduced |
| EPG Wealth Management LLC | 10,933 | $1.01M | 0.27% | +10,933 | New |
| Sunbelt Securities, Inc. | 10,988 | $1.01M | 0.07% | −75−0.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 10,994 | $1.01M | 0.01% | −482−4.2% | Reduced |
| Caldwell Trust Co | 11,020 | $1.01M | 0.09% | +10,673+3,075.8% | Added |
| Canandaigua National Trust Co of Florida | 11,093 | $1.02M | 0.64% | +593+5.6% | Added |
| Tiaa Trust, National Association | 11,224 | $1.03M | 0.00% | −1,053−8.6% | Reduced |
| Stockman Wealth Management, Inc. | 11,277 | $1.04M | 0.12% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 11,278 | $1.04M | 0.07% | +413+3.8% | Added |
| Stratos Wealth Partners, LTD. | 11,309 | $1.04M | 0.01% | +1,161+11.4% | Added |
| Connable Office Inc | 11,521 | $1.06M | 0.10% | −494−4.1% | Reduced |
| Grove Bank & Trust | 11,570 | $1.06M | 0.12% | +95+0.8% | Added |
| Portside Wealth Group, LLC | 11,599 | $1.07M | 0.14% | +1,528+15.2% | Added |
| Mattson Financial Services, LLC | 11,603 | $1.07M | 0.25% | +11,603 | New |
| De Burlo Group Inc | 11,626 | $1.07M | 0.13% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 11,665 | $1.07M | 0.17% | +593+5.4% | Added |
| PDS Planning, Inc | 11,852 | $1.09M | 0.07% | +181+1.6% | Added |
| Brown Brothers Harriman & Co | 11,960 | $1.10M | 0.01% | +2,752+29.9% | Added |
| Versant Capital Management, Inc | 11,981 | $1.10M | 0.14% | +1,157+10.7% | Added |
| Flaharty Asset Management, LLC | 11,983 | $1.10M | 0.14% | −116−1.0% | Reduced |
| May Hill Capital, LLC | 11,987 | $1.10M | 0.30% | +2,160+22.0% | Added |
| Gibbs Wealth Management | 11,644 | $1.10M | 0.27% | −2,800−19.4% | Reduced |
| Empire Financial Management Company, LLC | 12,000 | $1.10M | 0.24% | 00.0% | Unchanged |
| Cherokee Insurance Co | 12,000 | $1.10M | 0.45% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 12,027 | $1.11M | 0.09% | −207−1.7% | Reduced |
| SIH Partners, LLLP | 12,145 | $1.12M | 0.07% | −50−0.4% | Reduced |
| LVW Advisors, LLC | 12,145 | $1.12M | 0.11% | −3,172−20.7% | Reduced |
| Hilltop National Bank | 12,184 | $1.12M | 0.27% | +7,586+165.0% | Added |
| Advocate Group LLC | 12,221 | $1.12M | 0.18% | −310−2.5% | Reduced |
| Old National Bancorp | 12,257 | $1.13M | 0.02% | +79+0.6% | Added |
| Kingsview Wealth Management, LLC | 12,299 | $1.13M | 0.02% | +154+1.3% | Added |
| Wedmont Private Capital | 11,901 | $1.13M | 0.04% | +1,046+9.6% | Added |
| Mutual Advisors, LLC | 12,376 | $1.14M | 0.02% | −124−1.0% | Reduced |
| Hanson & Doremus Investment Management | 12,409 | $1.14M | 0.14% | −423−3.3% | Reduced |
| Venture Visionary Partners LLC | 12,474 | $1.15M | 0.04% | −9−0.1% | Reduced |
| Westport Asset Management Inc | 15,000 | $1.15M | 0.48% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 12,527 | $1.15M | 0.00% | +1,326+11.8% | Added |
| IFP Advisors, Inc | 12,567 | $1.16M | 0.03% | +7,738+160.2% | Added |
| Abacus Wealth Partners, LLC | 12,636 | $1.16M | 0.11% | +12,636 | New |
| Copos Capital S.a r.l. | 12,657 | $1.16M | 0.81% | +12,657 | New |
| LMCG Investments, LLC | 12,742 | $1.17M | 0.07% | −8,350−39.6% | Reduced |
| Calamos Advisors LLC | 12,878 | $1.18M | 0.00% | +690+5.7% | Added |
| Carnegie Capital Asset Management, LLC | 12,930 | $1.19M | 0.02% | −1,005−7.2% | Reduced |
| Cozad Asset Management Inc | 12,953 | $1.19M | 0.09% | 00.0% | Unchanged |
| Montecito Bank & Trust | 12,983 | $1.19M | 0.19% | −3,294−20.2% | Reduced |
| Indivisible Partners | 13,043 | $1.20M | 0.13% | +13,043 | New |
| Ameritas Advisory Services, LLC | 13,151 | $1.21M | 0.05% | +10,722+441.4% | Added |
| 44 Wealth Management LLC | 13,207 | $1.21M | 0.41% | −3,515−21.0% | Reduced |
| Fiduciary Trust Co | 13,224 | $1.22M | 0.01% | +92+0.7% | Added |
| Elevated Private Wealth, LLC | 13,255 | $1.22M | 1.27% | +13,255 | New |
| Lebenthal Global Advisors, LLC | 13,279 | $1.22M | 0.19% | +13,279 | New |
| GAMMA Investing LLC | 13,282 | $1.22M | 0.06% | +2,047+18.2% | Added |
| Leavell Investment Management, Inc. | 13,291 | $1.22M | 0.05% | +38+0.3% | Added |
| Basecamp Wealth Advisors LLC | 13,336 | $1.23M | 0.26% | +13,336 | New |
| Rexford Capital Inc | 13,451 | $1.24M | 0.94% | −222−1.6% | Reduced |
| Moors & Cabot, Inc. | 13,672 | $1.26M | 0.05% | −39−0.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 13,704 | $1.26M | 0.42% | −60−0.4% | Reduced |
| Icon Wealth Advisors, LLC | 14,094 | $1.27M | 0.08% | +209+1.5% | Added |
| Optas, LLC | 13,857 | $1.27M | 0.20% | −1,228−8.1% | Reduced |
| Rehmann Capital Advisory Group | 13,924 | $1.28M | 0.07% | +2,594+22.9% | Added |
| A. D. Beadell Investment Counsel, Inc. | 13,960 | $1.28M | 0.83% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 13,978 | $1.28M | 0.76% | −148−1.0% | Reduced |
| Malaga Cove Capital, LLC | 13,986 | $1.29M | 0.45% | −617−4.2% | Reduced |
| VELA Investment Management, LLC | 13,987 | $1.29M | 0.35% | 00.0% | Unchanged |
| Denali Advisors LLC | 13,999 | $1.29M | 0.14% | +5,024+56.0% | Added |
| Catalyst Funds Management Pty Ltd | 14,000 | $1.29M | 0.30% | −2,100−13.0% | Reduced |
| Garton & Associates Financial Advisors LLC | 14,028 | $1.29M | 0.72% | +14,028 | New |
| Avestar Capital, LLC | 14,033 | $1.29M | 0.09% | −63−0.4% | Reduced |
| Wedbush Securities Inc | 14,099 | $1.30M | 0.04% | +2,907+26.0% | Added |
| SkyView Investment Advisors, LLC | 14,179 | $1.30M | 0.16% | −208−1.4% | Reduced |
| AlphaCore Capital LLC | 14,252 | $1.31M | 0.03% | +22+0.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,288 | $1.31M | 0.55% | −83−0.6% | Reduced |
| Brucke Financial, Inc. | 14,344 | $1.32M | 0.72% | +2,868+25.0% | Added |
| Mount Yale Investment Advisors, LLC | 14,471 | $1.33M | 0.06% | −21,754−60.1% | Reduced |
| Burney Co | 14,536 | $1.34M | 0.04% | +249+1.7% | Added |
| SeaCrest Wealth Management, LLC | 14,080 | $1.34M | 0.14% | −315−2.2% | Reduced |
| Investors Asset Management of Georgia Inc | 14,590 | $1.34M | 0.55% | 00.0% | Unchanged |
| RFG Advisory, LLC | 14,706 | $1.35M | 0.03% | +14,706 | New |
| Central Trust Co | 14,713 | $1.35M | 0.03% | +2,847+24.0% | Added |
| Meridian Wealth Management, LLC | 14,787 | $1.36M | 0.05% | +244+1.7% | Added |
| Altfest L J & Co Inc | 14,788 | $1.36M | 0.15% | −1,860−11.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,793 | $1.36M | 0.07% | −803−5.1% | Reduced |
| Diameter Capital Partners LP | 15,000 | $1.38M | 0.14% | +15,000 | New |
| Umb Bank N A | 15,047 | $1.38M | 0.02% | +303+2.1% | Added |
| Sterling Capital Management LLC | 15,090 | $1.39M | 0.02% | +744+5.2% | Added |
| SRS Capital Advisors, Inc. | 15,176 | $1.40M | 0.04% | −10,037−39.8% | Reduced |
| Transcend Wealth Collective, LLC | 15,199 | $1.40M | 0.11% | −1,374−8.3% | Reduced |
| Sectoral Asset Management Inc | 15,232 | $1.40M | 1.12% | −3,518−18.8% | Reduced |
| Parallel Advisors, LLC | 15,324 | $1.41M | 0.03% | +454+3.1% | Added |
| PCM Encore, LLC | 15,383 | $1.41M | 0.30% | +15,383 | New |
| Fulton Bank, N.A. | 15,422 | $1.42M | 0.05% | −340−2.2% | Reduced |
| Exchange Traded Concepts, LLC | 15,423 | $1.42M | 0.01% | +47+0.3% | Added |
| Cookson Peirce & Co Inc | 15,620 | $1.44M | 0.06% | +1,954+14.3% | Added |