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, Q1 2026
Institutional positions in AstraZeneca PLC as of Mar 31, 2026. 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
- 1,388
- +1 vs. Q4 2025
- Shares held
- 759.0M
- +511.7M (+206.9%) vs. Q4 2025Converted for a 1-for-2 split
- Total value
- $148.4B
- +$102.9B (+226.0%) vs. Q4 2025
- New holders
- 293
- 465 more added
- Sold out
- 292
- 396 more reduced
23 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HM Payson & Co | 23,991 | $4.73M | 0.07% | −1,768−6.9% | ReducedConverted for a 1-for-2 split |
| Stanley-Laman Group, Ltd. | 24,050 | $4.74M | 0.58% | −1,006−4.0% | ReducedConverted for a 1-for-2 split |
| James Investment Research Inc | 24,071 | $4.75M | 0.53% | +475+2.0% | AddedConverted for a 1-for-2 split |
| Seascape Capital Management | 24,083 | $4.75M | 1.37% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Samjo Management, LLC | 24,665 | $4.78M | 2.07% | −818−3.2% | ReducedConverted for a 1-for-2 split |
| Skopos Labs, Inc. | 24,472 | $4.83M | 0.15% | −33,979−58.1% | ReducedConverted for a 1-for-2 split |
| Nwi Management LP | 25,000 | $4.93M | 0.30% | 00.0% | UnchangedConverted for a 1-for-2 split |
| D. E. Shaw & Co., Inc. | 25,005 | $4.93M | 0.00% | +4,287+20.7% | AddedConverted for a 1-for-2 split |
| Naples Global Advisors, LLC | 25,082 | $4.95M | 0.36% | −540−2.1% | ReducedConverted for a 1-for-2 split |
| Robbins Farley LLC | 25,137 | $4.96M | 2.19% | +184+0.7% | AddedConverted for a 1-for-2 split |
| Atlantic Union Bankshares Corp | 25,273 | $4.98M | 0.10% | −23,796−48.5% | ReducedConverted for a 1-for-2 split |
| China Universal Asset Management Co., Ltd. | 25,600 | $5.05M | 0.38% | −42,218−62.3% | ReducedConverted for a 1-for-2 split |
| WCG Wealth Advisors LLC | 25,758 | $5.08M | 0.14% | +7,817+43.6% | AddedConverted for a 1-for-2 split |
| Simplify Asset Management Inc. | 25,818 | $5.09M | 0.08% | −9,672−27.3% | ReducedConverted for a 1-for-2 split |
| Polen Capital Management LLC | 26,046 | $5.12M | 0.04% | +26,046 | New |
| Brookmont Capital Management | 26,027 | $5.13M | 2.87% | +850+3.4% | AddedConverted for a 1-for-2 split |
| Hantz Financial Services, Inc. | 26,234 | $5.17M | 0.08% | −35,196−57.3% | ReducedConverted for a 1-for-2 split |
| Fiduciary Group LLC | 26,565 | $5.24M | 0.45% | +463+1.8% | AddedConverted for a 1-for-2 split |
| OpenArc Corporate Advisory, LLC | 26,651 | $5.26M | 0.08% | +12,591+89.5% | AddedConverted for a 1-for-2 split |
| Calamos Wealth Management LLC | 27,227 | $5.37M | 0.19% | +11,453+72.6% | AddedConverted for a 1-for-2 split |
| AIMZ Investment Advisors, LLC | 27,296 | $5.38M | 1.66% | −595−2.1% | ReducedConverted for a 1-for-2 split |
| Ramirez Asset Management, Inc. | 27,509 | $5.42M | 0.65% | +2,878+11.7% | AddedConverted for a 1-for-2 split |
| WSFS Capital Management, LLC | 27,758 | $5.47M | 0.27% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Vident Advisory, LLC | 28,032 | $5.53M | 0.05% | +3,237+13.1% | AddedConverted for a 1-for-2 split |
| NewEdge Wealth, LLC | 28,697 | $5.66M | 0.07% | +640+2.3% | AddedConverted for a 1-for-2 split |
| Benjamin Edwards Inc | 29,240 | $5.66M | 0.06% | −442−1.5% | ReducedConverted for a 1-for-2 split |
| Westerkirk Capital Inc. | 28,729 | $5.67M | 0.61% | +25,997+951.4% | AddedConverted for a 1-for-2 split |
| Brandywine Oak Private Wealth LLC | 28,812 | $5.68M | 0.48% | −1,773−5.8% | ReducedConverted for a 1-for-2 split |
| Kennedy Capital Management, Inc. | 28,837 | $5.69M | 0.12% | +2,356+8.9% | AddedConverted for a 1-for-2 split |
| Arrow Capital Pty Ltd | 30,000 | $5.82M | 5.82% | +30,000 | New |
| Ingalls & Snyder LLC | 29,610 | $5.84M | 0.21% | +845+2.9% | AddedConverted for a 1-for-2 split |
| GLOBALT Investments LLC | 29,788 | $5.87M | 0.21% | −1,418−4.5% | ReducedConverted for a 1-for-2 split |
| Patten Group, Inc. | 30,089 | $5.88M | 1.02% | −2,614−8.0% | ReducedConverted for a 1-for-2 split |
| Principal Securities, Inc. | 30,501 | $6.02M | 0.09% | +738+2.5% | AddedConverted for a 1-for-2 split |
| Steward Partners Investment Advisory, LLC | 30,674 | $6.05M | 0.03% | +3,138+11.4% | AddedConverted for a 1-for-2 split |
| Vanguard Portfolio Management LLC | 31,205 | $6.10M | 0.00% | +31,205 | New |
| Cinctive Capital Management LP | 30,971 | $6.11M | 0.40% | +28,932+1,418.6% | AddedConverted for a 1-for-2 split |
| Valicenti Advisory Services Inc | 31,185 | $6.15M | 1.34% | +287+0.9% | AddedConverted for a 1-for-2 split |
| Plato Investment Management Ltd | 31,725 | $6.15M | 0.41% | +31,725 | New |
| Naviter Wealth, LLC | 31,249 | $6.16M | 0.77% | +1,243+4.1% | AddedConverted for a 1-for-2 split |
| Davenport & Co LLC | 31,297 | $6.17M | 0.03% | +6,770+27.6% | AddedConverted for a 1-for-2 split |
| Te Ahumairangi Investment Management Ltd | 32,489 | $6.29M | 1.05% | +32,489 | New |
| Pinkerton Retirement Specialists, LLC | 69,281 | $6.37M | 0.58% | +34,265+97.9% | AddedConverted for a 1-for-2 split |
| Hendley & Co Inc | 32,377 | $6.38M | 2.36% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Pittenger & Anderson Inc | 32,472 | $6.40M | 0.25% | 00.0% | UnchangedConverted for a 1-for-2 split |
| RNC Capital Management LLC | 32,475 | $6.40M | 0.28% | −543−1.6% | ReducedConverted for a 1-for-2 split |
| Azzad Asset Management Inc | 32,691 | $6.45M | 0.65% | +215+0.7% | AddedConverted for a 1-for-2 split |
| Bryn Mawr Trust Co | 32,708 | $6.45M | 0.15% | −517−1.6% | ReducedConverted for a 1-for-2 split |
| Rossmore Private Capital | 33,683 | $6.52M | 0.58% | +487+1.5% | AddedConverted for a 1-for-2 split |
| Evergreen Capital Management LLC | 33,103 | $6.53M | 0.14% | +582+1.8% | AddedConverted for a 1-for-2 split |
| Sherman Porfolios, LLC | 33,343 | $6.58M | 0.50% | +1,629+5.1% | AddedConverted for a 1-for-2 split |
| Calamos Advisors LLC | 33,768 | $6.66M | 0.03% | +27,329+424.4% | AddedConverted for a 1-for-2 split |
| Americana Partners, LLC | 34,660 | $6.77M | 0.18% | +34,660 | New |
| Wahed Invest LLC | 35,154 | $6.81M | 0.88% | +35,154 | New |
| Orca Wealth Management, LLC | 34,643 | $6.83M | 4.86% | +34,643 | New |
| Ethic Inc. | 35,606 | $7.02M | 0.11% | −12,745−26.4% | ReducedConverted for a 1-for-2 split |
| Ieq Capital, LLC | 35,970 | $7.09M | 0.03% | +776+2.2% | AddedConverted for a 1-for-2 split |
| Triglav Skladi, D.O.O. | 36,618 | $7.22M | 0.51% | −13,500−26.9% | ReducedConverted for a 1-for-2 split |
| Eagle Global Advisors LLC | 37,481 | $7.39M | 0.27% | +10,880+40.9% | AddedConverted for a 1-for-2 split |
| Healthcare of Ontario Pension Plan Trust Fund | 38,513 | $7.51M | 0.01% | −50,867−56.9% | ReducedConverted for a 1-for-2 split |
| Henry James International Management, Inc. | 38,492 | $7.59M | 2.74% | 00.0% | UnchangedConverted for a 1-for-2 split |
| GWM Advisors LLC | 38,841 | $7.66M | 0.03% | −6,065−13.5% | ReducedConverted for a 1-for-2 split |
| Keybank National Association | 40,168 | $7.92M | 0.03% | +13,149+48.7% | AddedConverted for a 1-for-2 split |
| WealthPlan Investment Management, LLC | 40,405 | $7.97M | 0.44% | −2,626−6.1% | ReducedConverted for a 1-for-2 split |
| Oxbow Advisors, LLC | 40,552 | $8.00M | 0.68% | +1,408+3.6% | AddedConverted for a 1-for-2 split |
| Boston Common Asset Management, LLC | 40,960 | $8.08M | 0.52% | −752−1.8% | ReducedConverted for a 1-for-2 split |
| Sava Infond d.o.o. | 41,890 | $8.15M | 1.16% | +41,890 | New |
| Ritholtz Wealth Management | 41,656 | $8.22M | 0.14% | −2,472−5.6% | ReducedConverted for a 1-for-2 split |
| Goelzer Investment Management, Inc. | 41,673 | $8.22M | 0.40% | +405+1.0% | AddedConverted for a 1-for-2 split |
| Schonfeld Strategic Advisors LLC | 42,071 | $8.30M | 0.07% | +1,048+2.6% | AddedConverted for a 1-for-2 split |
| Lido Advisors, LLC | 42,073 | $8.30M | 0.03% | −23,808−36.1% | ReducedConverted for a 1-for-2 split |
| Adviser Investments LLC | 42,246 | $8.33M | 0.09% | +334+0.8% | AddedConverted for a 1-for-2 split |
| Bessemer Group Inc | 42,779 | $8.44M | 0.01% | −8,569−16.7% | ReducedConverted for a 1-for-2 split |
| Metis Global Partners, LLC | 43,779 | $8.48M | 0.21% | +43,779 | New |
| Federated Hermes, Inc. | 43,585 | $8.60M | 0.01% | −4,060−8.5% | ReducedConverted for a 1-for-2 split |
| Kestra Advisory Services, LLC | 43,828 | $8.64M | 0.03% | −6,476−12.9% | ReducedConverted for a 1-for-2 split |
| Covenant Asset Management, LLC | 43,855 | $8.65M | 1.77% | +41,788+2,021.7% | AddedConverted for a 1-for-2 split |
| Northwestern Mutual Wealth Management Co | 44,163 | $8.71M | 0.01% | +1,060+2.5% | AddedConverted for a 1-for-2 split |
| GQG Partners LLC | 45,524 | $8.87M | 0.01% | −5,662−11.1% | ReducedConverted for a 1-for-2 split |
| Mount Yale Investment Advisors, LLC | 45,217 | $8.91M | 0.21% | +37,982+524.9% | AddedConverted for a 1-for-2 split |
| CIBC World Markets Inc. | 46,683 | $9.07M | 0.02% | +11,153+31.4% | AddedConverted for a 1-for-2 split |
| Catalyst Funds Management Pty Ltd | 58,884 | $9.09M | 1.54% | +51,884+741.2% | AddedConverted for a 1-for-2 split |
| Pinnacle Financial Partners, Inc. | 46,263 | $9.12M | 0.07% | +4,368+10.4% | AddedConverted for a 1-for-2 split |
| Mengis Capital Management, Inc. | 46,698 | $9.21M | 1.59% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Platinum Investment Management Ltd | 48,088 | $9.32M | 2.35% | +48,088 | New |
| Oak Ridge Investments LLC | 49,482 | $9.76M | 0.65% | +651+1.3% | AddedConverted for a 1-for-2 split |
| S&CO Inc | 50,765 | $9.83M | 0.61% | +50,765 | New |
| Penobscot Investment Management Company, Inc. | 50,083 | $9.85M | 0.77% | +8,314+19.9% | AddedConverted for a 1-for-2 split |
| Quadrant Capital Group LLC | 50,521 | $9.96M | 0.30% | +1,057+2.1% | AddedConverted for a 1-for-2 split |
| Laird Norton Trust Company, LLC | 50,631 | $9.99M | 0.22% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Capital Fund Management S.A. | 51,161 | $10.1M | 0.09% | +51,161 | New |
| Park Avenue Securities LLC | 52,783 | $10.2M | 0.08% | −610−1.1% | ReducedConverted for a 1-for-2 split |
| Private Advisor Group, LLC | 52,611 | $10.4M | 0.05% | +765+1.5% | AddedConverted for a 1-for-2 split |
| Ensign Peak Advisors, Inc | 53,761 | $10.4M | 0.02% | +53,761 | New |
| Advisors Asset Management, Inc. | 53,077 | $10.5M | 0.17% | +13,212+33.1% | AddedConverted for a 1-for-2 split |
| Howe & Rusling Inc | 53,182 | $10.5M | 0.68% | +53,182 | New |
| Anchor Capital Advisors LLC | 54,763 | $10.8M | 0.31% | −909−1.6% | ReducedConverted for a 1-for-2 split |
| Prospera Financial Services Inc | 55,430 | $10.9M | 0.18% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Altrius Capital Management Inc | 55,528 | $11.0M | 2.18% | −2,004−3.5% | ReducedConverted for a 1-for-2 split |
| Lord, Abbett & Co. LLC | 57,671 | $11.2M | 0.04% | +57,671 | New |