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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 10,933 | $1.01M | 0.27% | +10,933 | New |
| Marshall Wace, LLP | 10,920 | $1.00M | 0.00% | −685,574−98.4% | Reduced |
| Wealthspire Advisors, LLC | 10,859 | $998.2K | 0.01% | −15,113−58.2% | Reduced |
| Bridgewater Advisors Inc. | 10,970 | $993.2K | 0.06% | +351+3.3% | Added |
| RB Capital Management, LLC | 10,686 | $982.4K | 0.20% | −406−3.7% | Reduced |
| Channing Global Advisors, LLC | 10,682 | $982.0K | 0.63% | +590+5.8% | Added |
| Sage Rhino Capital LLC | 10,674 | $981.3K | 0.19% | −2,019−15.9% | Reduced |
| Clarius Group, LLC | 10,671 | $981.0K | 0.06% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 10,828 | $980.4K | 0.79% | −584−5.1% | Reduced |
| Berkshire Asset Management LLC | 10,565 | $971.2K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,520 | $967.1K | 0.03% | +5,917+128.5% | Added |
| Amundi | 10,490 | $964.3K | 0.00% | +126+1.2% | Added |
| Summit Financial, LLC | 10,477 | $963.1K | 0.01% | +1,898+22.1% | Added |
| Keel Point, LLC | 10,452 | $960.8K | 0.06% | −284−2.6% | Reduced |
| Dakota Wealth Management | 10,449 | $960.6K | 0.02% | +5,595+115.3% | Added |
| J.Safra Asset Management Corp | 10,412 | $957.2K | 0.05% | +10,412 | New |
| Courier Capital LLC | 10,377 | $954.0K | 0.05% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 10,359 | $952.3K | 0.12% | +10,359 | New |
| Strategic Global Advisors, LLC | 10,106 | $929.0K | 0.14% | +6,796+205.3% | Added |
| Clearstead Advisors, LLC | 10,078 | $926.5K | 0.01% | −42−0.4% | Reduced |
| USA Financial Portformulas Corp | 10,063 | $925.1K | 0.17% | +10,063 | New |
| Harbour Investments, Inc. | 10,038 | $922.8K | 0.02% | −215−2.1% | Reduced |
| Marotta Asset Management | 10,001 | $919.4K | 0.17% | −229−2.2% | Reduced |
| Essex Financial Services, Inc. | 10,001 | $919.4K | 0.05% | −712−6.6% | Reduced |
| National Asset Management, Inc. | 9,939 | $913.7K | 0.04% | −264−2.6% | Reduced |
| 1620 Investment Advisors, Inc. | 9,932 | $913.1K | 0.61% | −56−0.6% | Reduced |
| Principal Street Partners, LLC | 9,848 | $905.3K | 0.15% | −974−9.0% | Reduced |
| Texas Yale Capital Corp. | 9,800 | $900.9K | 0.03% | +470+5.0% | Added |
| Driehaus Capital Management LLC | 9,774 | $898.5K | 0.01% | +3,756+62.4% | Added |
| Signature Estate & Investment Advisors LLC | 9,764 | $897.6K | 0.02% | −579−5.6% | Reduced |
| Summit Trail Advisors, LLC | 9,714 | $893.0K | 0.02% | −2,607−21.2% | Reduced |
| FDx Advisors, Inc. | 9,611 | $884.0K | 0.45% | +2,430+33.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,539 | $876.9K | 0.02% | −2,353−19.8% | Reduced |
| Guerra Pan Advisors, LLC | 9,509 | $874.2K | 0.52% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 9,474 | $871.0K | 0.18% | +690+7.9% | Added |
| Entropy Technologies, LP | 9,439 | $867.7K | 0.05% | +9,439 | New |
| Aries Wealth Management | 9,427 | $866.6K | 0.19% | +179+1.9% | Added |
| Henshaw Capital LLC | 9,380 | $862.3K | 0.03% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 9,368 | $861.2K | 0.10% | +347+3.8% | Added |
| Lineweaver Wealth Advisors, LLC | 9,297 | $854.7K | 0.12% | +527+6.0% | Added |
| Johnson Investment Counsel Inc | 9,297 | $854.7K | 0.01% | −125−1.3% | Reduced |
| EJMK Ventures LLC | 9,249 | $850.3K | 0.52% | +9,249 | New |
| Covenant Partners, LLC | 9,246 | $850.0K | 0.25% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,875 | $840.0K | 0.11% | +300+3.5% | Added |
| Insigneo Advisory Services, LLC | 9,121 | $838.5K | 0.06% | −303−3.2% | Reduced |
| Advocate Investing Services LLC | 9,100 | $836.6K | 0.75% | +9,100 | New |
| Bank of Stockton | 9,063 | $833.2K | 0.24% | +4,325+91.3% | Added |
| Kingswood Wealth Advisors, LLC | 9,024 | $829.6K | 0.04% | +5,810+180.8% | Added |
| Diversified Enterprises, LLC | 9,019 | $829.1K | 0.05% | +2,015+28.8% | Added |
| ADAR1 Capital Management, LLC | 9,000 | $827.4K | 0.06% | +9,000 | New |
| GKV Capital Management Co., Inc. | 9,000 | $827.4K | 0.31% | +9,000 | New |
| Westover Capital Advisors, LLC | 8,985 | $826.0K | 0.15% | +2,336+35.1% | Added |
| Huntington National Bank | 8,956 | $823.3K | 0.00% | −734−7.6% | Reduced |
| Aprio Wealth Management, LLC | 8,926 | $820.5K | 0.05% | +3,277+58.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,921 | $820.1K | 0.21% | −1,700−16.0% | Reduced |
| Fiera Capital Corp | 8,915 | $819.6K | 0.00% | +1,997+28.9% | Added |
| Baker Tilly Wealth Management, LLC | 8,913 | $819.3K | 0.20% | −786−8.1% | Reduced |
| Ellevest, Inc. | 8,895 | $817.7K | 0.11% | +35+0.4% | Added |
| Allianz SE | 8,893 | $817.5K | 0.01% | +1,484+20.0% | Added |
| Nwam LLC | 8,667 | $815.5K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 8,830 | $811.7K | 0.23% | −12−0.1% | Reduced |
| QP Wealth Management, LLC | 8,816 | $810.5K | 0.71% | +8,816 | New |
| Buckingham Strategic Partners | 8,814 | $810.3K | 0.01% | −1,493−14.5% | Reduced |
| New Republic Capital, LLC | 8,811 | $810.0K | 0.22% | +5,288+150.1% | Added |
| Choate Investment Advisors | 8,683 | $798.2K | 0.02% | −1,625−15.8% | Reduced |
| Berman McAleer LLC | 8,672 | $797.2K | 0.11% | +12+0.1% | Added |
| Greystone Financial Group, LLC | 8,660 | $796.1K | 0.12% | −47−0.5% | Reduced |
| Golden State Equity Partners | 8,593 | $790.0K | 0.13% | +698+8.8% | Added |
| Advyzon Investment Management, LLC | 8,483 | $779.8K | 0.09% | +8,483 | New |
| Thoroughbred Financial Services, LLC | 8,475 | $779.0K | 0.05% | +316+3.9% | Added |
| Oakworth Capital, Inc. | 8,408 | $772.9K | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 8,391 | $771.4K | 0.00% | −1,534−15.5% | Reduced |
| Bank of Nova Scotia | 8,390 | $771.2K | 0.00% | +434+5.5% | Added |
| Columbia Asset Management | 8,379 | $770.3K | 0.14% | 00.0% | Unchanged |
| Castle Hook Partners LP | 8,233 | $756.9K | 0.01% | +8,233 | New |
| FSM Wealth Advisors, LLC | 8,192 | $753.1K | 0.10% | +666+8.8% | Added |
| Crumly & Associates Inc. | 8,111 | $745.6K | 0.16% | −412−4.8% | Reduced |
| Frec Markets, Inc. | 8,110 | $745.6K | 0.22% | +8,110 | New |
| Gallacher Capital Management LLC | 8,093 | $744.0K | 0.29% | −11−0.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 8,087 | $743.4K | 0.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 8,080 | $742.8K | 0.01% | +543+7.2% | Added |
| Kendall Capital Management | 8,033 | $738.5K | 0.15% | 00.0% | Unchanged |
| Cullinan Associates Inc | 8,026 | $737.8K | 0.05% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 7,996 | $735.1K | 0.15% | +1,137+16.6% | Added |
| Ar Asset Management Inc | 8,000 | $735.0K | 0.15% | 00.0% | Unchanged |
| Five Oceans Advisors | 7,994 | $734.9K | 0.26% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 7,992 | $734.7K | 0.16% | −795−9.0% | Reduced |
| Confluence Wealth Services, Inc. | 7,982 | $733.8K | 0.03% | −3,766−32.1% | Reduced |
| Jefferies Financial Group Inc. | 7,976 | $733.2K | 0.01% | +7,976 | New |
| Heritage Family Offices, LLP | 7,972 | $732.9K | 0.33% | −922−10.4% | Reduced |
| EverSource Wealth Advisors, LLC | 7,954 | $731.2K | 0.03% | +722+10.0% | Added |
| Glenview Trust Co | 7,923 | $728.4K | 0.01% | +3,130+65.3% | Added |
| Procyon Private Wealth Partners, LLC | 7,911 | $727.3K | 0.04% | +3,573+82.4% | Added |
| Skba Capital Management LLC | 7,861 | $722.7K | 0.10% | −30−0.4% | Reduced |
| Hamel Associates, Inc. | 7,854 | $722.0K | 0.22% | +7,854 | New |
| Mission Wealth Management, LP | 7,837 | $720.4K | 0.01% | −267−3.3% | Reduced |
| Fedenia Advisers LLC | 7,830 | $719.8K | 0.28% | +1,944+33.0% | Added |
| Haverford Trust Co | 7,828 | $719.6K | 0.01% | +857+12.3% | Added |
| 180 Wealth Advisors, LLC | 7,816 | $718.5K | 0.08% | +442+6.0% | Added |
| First City Capital Management, Inc. | 7,788 | $716.0K | 0.38% | 00.0% | Unchanged |