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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 125,545 | $11.5M | 0.13% | +18,625+17.4% | Added |
| Cumberland Partners Ltd | 125,412 | $11.5M | 0.71% | +251+0.2% | Added |
| First Foundation Advisors | 123,927 | $11.4M | 0.43% | −8,036−6.1% | Reduced |
| Hantz Financial Services, Inc. | 122,860 | $11.3M | 0.17% | +39,244+46.9% | Added |
| Dodge & Cox | 121,043 | $11.1M | 0.01% | −16,445−12.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 121,018 | $11.1M | 0.08% | −26,222−17.8% | Reduced |
| SummitTX Capital, L.P. | 119,940 | $11.0M | 0.33% | +70,319+141.7% | Added |
| Lido Advisors, LLC | 131,762 | $11.0M | 0.04% | +1,985+1.5% | Added |
| iA Global Asset Management Inc. | 118,585 | $10.9M | 0.14% | +4,396+3.8% | Added |
| Skopos Labs, Inc. | 116,901 | $10.8M | 0.50% | +87,237+294.1% | Added |
| Azimuth Capital Investment Management LLC | 116,470 | $10.7M | 0.38% | +195+0.2% | Added |
| Altrius Capital Management Inc | 115,064 | $10.6M | 2.24% | −4,496−3.8% | Reduced |
| AQR Capital Management LLC | 111,959 | $10.3M | 0.01% | +27,175+32.1% | Added |
| Anchor Capital Advisors LLC | 111,343 | $10.2M | 0.30% | −3,007−2.6% | Reduced |
| Prospera Financial Services Inc | 111,014 | $10.2M | 0.17% | −4,209−3.7% | Reduced |
| Manufacturers Life Insurance Company, The | 109,690 | $10.1M | 0.01% | −9,137−7.7% | Reduced |
| Nomura Holdings Inc | 109,796 | $10.1M | 0.03% | +65,555+148.2% | Added |
| RMB Capital Management, LLC | 108,581 | $9.98M | 0.17% | +28,644+35.8% | Added |
| Park Avenue Securities LLC | 106,786 | $9.82M | 0.08% | +2,910+2.8% | Added |
| Private Advisor Group, LLC | 103,693 | $9.53M | 0.04% | +1,203+1.2% | Added |
| Bessemer Group Inc | 102,696 | $9.44M | 0.01% | −3,399−3.2% | Reduced |
| GQG Partners LLC | 102,372 | $9.41M | 0.02% | +14,408+16.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 101,828 | $9.36M | 0.01% | +6,113+6.4% | Added |
| Laird Norton Trust Company, LLC | 101,718 | $9.35M | 0.19% | +101,718 | New |
| Kestra Advisory Services, LLC | 100,607 | $9.25M | 0.04% | +3,911+4.0% | Added |
| Triglav Skladi, D.O.O. | 100,235 | $9.21M | 0.58% | +360.0% | Added |
| Quadrant Capital Group LLC | 98,929 | $9.09M | 0.27% | +4,648+4.9% | Added |
| Atlantic Union Bankshares Corp | 98,138 | $9.02M | 0.17% | +811+0.8% | Added |
| Oak Ridge Investments LLC | 97,663 | $8.98M | 0.54% | +3,765+4.0% | Added |
| Terry L. Blaker | 97,418 | $8.96M | 0.33% | +1,527+1.6% | Added |
| Ethic Inc. | 96,702 | $8.89M | 0.14% | +12,320+14.6% | Added |
| Federated Hermes, Inc. | 95,290 | $8.76M | 0.01% | −22,723−19.3% | Reduced |
| Transatlantique Private Wealth LLC | 47,248 | $8.75M | 2.75% | −162−0.3% | Reduced |
| Aquatic Capital Management LLC | 94,065 | $8.65M | 0.25% | +94,065 | New |
| Mengis Capital Management, Inc. | 93,361 | $8.58M | 1.52% | +6,519+7.5% | Added |
| Pictet North America Advisors SA | 92,910 | $8.54M | 0.81% | −7,412−7.4% | Reduced |
| Oliver Luxxe Assets LLC | 91,468 | $8.41M | 1.28% | −183−0.2% | Reduced |
| GWM Advisors LLC | 89,812 | $8.26M | 0.03% | +26,659+42.2% | Added |
| Ritholtz Wealth Management | 88,255 | $8.11M | 0.15% | +2,783+3.3% | Added |
| Bleakley Financial Group, LLC | 87,409 | $8.04M | 0.14% | +7,426+9.3% | Added |
| Northwestern Mutual Wealth Management Co | 86,207 | $7.92M | 0.01% | +2,820+3.4% | Added |
| WealthPlan Investment Management, LLC | 86,062 | $7.91M | 0.50% | +49+0.1% | Added |
| L & S Advisors Inc | 84,691 | $7.79M | 0.72% | +84,691 | New |
| Nissay Asset Management Corp | 84,104 | $7.73M | 0.04% | +6,287+8.1% | Added |
| Capital Group Private Client Services, Inc. | 84,027 | $7.72M | 0.12% | −9,489−10.1% | Reduced |
| Adviser Investments LLC | 83,824 | $7.71M | 0.08% | +21,891+35.3% | Added |
| Pinnacle Financial Partners, Inc. | 83,791 | $7.70M | 0.06% | +83,791 | New |
| Penobscot Investment Management Company, Inc. | 83,539 | $7.68M | 0.58% | +12,255+17.2% | Added |
| Boston Common Asset Management, LLC | 83,424 | $7.67M | 0.46% | −178,013−68.1% | Reduced |
| Goelzer Investment Management, Inc. | 82,536 | $7.59M | 0.35% | +521+0.6% | Added |
| Schonfeld Strategic Advisors LLC | 82,047 | $7.54M | 0.04% | −786,601−90.6% | Reduced |
| Geneos Wealth Management Inc. | 81,898 | $7.53M | 0.18% | −691−0.8% | Reduced |
| Advisors Asset Management, Inc. | 79,730 | $7.33M | 0.12% | +29,365+58.3% | Added |
| Oxbow Advisors, LLC | 78,288 | $7.20M | 0.63% | +694+0.9% | Added |
| Nixon Peabody Trust Co | 77,593 | $7.13M | 0.54% | +43+0.1% | Added |
| Henry James International Management, Inc. | 76,987 | $7.08M | 2.23% | +19,024+32.8% | Added |
| Benson Investment Management Company, Inc. | 76,087 | $6.99M | 2.44% | +790+1.0% | Added |
| Pacer Advisors, Inc. | 58,066 | $6.81M | 0.02% | +1,246+2.2% | Added |
| DekaBank Deutsche Girozentrale | 81,742 | $6.81M | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 73,490 | $6.76M | 0.31% | +73,490 | New |
| CIBC World Markets Inc. | 71,060 | $6.53M | 0.01% | +6,639+10.3% | Added |
| Simplify Asset Management Inc. | 70,980 | $6.53M | 0.11% | +34,036+92.1% | Added |
| Ieq Capital, LLC | 70,389 | $6.47M | 0.02% | −4,341−5.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 70,033 | $6.44M | 0.66% | −769−1.1% | Reduced |
| Taproot Management LP | 69,996 | $6.43M | 1.04% | +69,996 | New |
| Turtle Creek Wealth Advisors, LLC | 68,841 | $6.33M | 0.50% | +11,092+19.2% | Added |
| Shelton Capital Management | 66,561 | $6.12M | 0.12% | −2,530−3.7% | Reduced |
| Bryn Mawr Trust Co | 66,450 | $6.11M | 0.14% | +213+0.3% | Added |
| Rossmore Private Capital | 66,392 | $6.10M | 0.55% | +1,792+2.8% | Added |
| RNC Capital Management LLC | 66,035 | $6.07M | 0.28% | −457−0.7% | Reduced |
| Signaturefd, LLC | 65,776 | $6.05M | 0.09% | +1,840+2.9% | Added |
| Guardian Capital LP | 65,473 | $6.02M | 0.18% | −17,601−21.2% | Reduced |
| Patten Group, Inc. | 65,406 | $6.01M | 1.11% | −1,015−1.5% | Reduced |
| Apollon Wealth Management, LLC | 65,229 | $6.00M | 0.10% | +49,626+318.1% | Added |
| Evergreen Capital Management LLC | 65,042 | $5.98M | 0.13% | +21,723+50.1% | Added |
| Azzad Asset Management Inc | 64,952 | $5.97M | 0.59% | +238+0.4% | Added |
| Pittenger & Anderson Inc | 64,920 | $5.97M | 0.23% | +300+0.5% | Added |
| Hendley & Co Inc | 64,805 | $5.96M | 2.13% | −8,415−11.5% | Reduced |
| South State Corp. | 63,722 | $5.86M | 0.26% | +2,277+3.7% | Added |
| Sherman Porfolios, LLC | 63,428 | $5.83M | 0.40% | +63,428 | New |
| Gabelli Funds LLC | 63,000 | $5.79M | 0.04% | −9,300−12.9% | Reduced |
| GLOBALT Investments LLC | 62,411 | $5.74M | 0.21% | −1,660−2.6% | Reduced |
| Valicenti Advisory Services Inc | 61,796 | $5.68M | 1.19% | +1,100+1.8% | Added |
| Timber Creek Capital Management LLC | 61,415 | $5.65M | 1.31% | −461−0.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 61,169 | $5.62M | 0.47% | −3,574−5.5% | Reduced |
| Cox Capital Mgt LLC | 58,689 | $5.55M | 3.45% | +858+1.5% | Added |
| Logan Capital Management Inc | 60,131 | $5.53M | 0.23% | +9,547+18.9% | Added |
| Naviter Wealth, LLC | 60,013 | $5.52M | 0.72% | −12,014−16.7% | Reduced |
| Asio Capital, LLC | 59,803 | $5.50M | 0.78% | +933+1.6% | Added |
| Jones Financial Companies LLLP | 59,663 | $5.48M | 0.00% | +18,098+43.5% | Added |
| Principal Securities, Inc. | 59,527 | $5.47M | 0.08% | +2,373+4.2% | Added |
| Benjamin Edwards Inc | 59,364 | $5.46M | 0.06% | −6,208−9.5% | Reduced |
| Motco | 57,872 | $5.32M | 0.48% | −1,579−2.7% | Reduced |
| Factory Mutual Insurance Co | 57,852 | $5.32M | 0.05% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 57,531 | $5.29M | 0.19% | −2,794−4.6% | Reduced |
| Walleye Trading LLC | 57,518 | $5.29M | 0.09% | −66,881−53.8% | Reduced |
| Exome Asset Management LLC | 28,362 | $5.26M | 2.60% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 56,496 | $5.19M | 0.10% | +26,700+89.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 56,328 | $5.18M | 0.02% | +2,819+5.3% | Added |
| Global Retirement Partners, LLC | 56,118 | $5.16M | 0.09% | +30,770+121.4% | Added |