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, Q2 2026
Institutional positions in AstraZeneca PLC as of Jun 30, 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
- 1,511
- +144 vs. Q1 2026
- Shares held
- 807.5M
- +62.8M (+8.4%) vs. Q1 2026
- Total value
- $151.3B
- +$5.65B (+3.9%) vs. Q1 2026
- New holders
- 266
- 526 more added
- Sold out
- 122
- 498 more reduced
22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burling Wealth Partners, LLC | 12,476 | $2.37M | 0.35% | −78−0.6% | Reduced |
| Greenleaf Trust | 12,478 | $2.37M | 0.02% | +12,478 | New |
| Aurora Investment Counsel | 12,616 | $2.39M | 1.23% | −218−1.7% | Reduced |
| Mirabaud Asset Management Ltd | 12,669 | $2.40M | 2.00% | +12,669 | New |
| Verition Fund Management LLC | 12,704 | $2.41M | 0.02% | +12,704 | New |
| Founders Financial Securities LLC | 12,714 | $2.41M | 0.12% | −3,069−19.4% | Reduced |
| Merit Financial Group, LLC | 12,770 | $2.42M | 0.02% | −327−2.5% | Reduced |
| Citizens National Bank Trust Department | 13,045 | $2.44M | 0.36% | +103+0.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 12,975 | $2.46M | 0.02% | +2,620+25.3% | Added |
| Advisory Services Network, LLC | 13,024 | $2.47M | 0.03% | +1,091+9.1% | Added |
| Cary Street Partners Financial LLC | 13,070 | $2.48M | 0.05% | +2,674+25.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,117 | $2.49M | 0.28% | −21−0.2% | Reduced |
| Picton Mahoney Asset Management | 13,330 | $2.49M | 0.02% | +2,112+18.8% | Added |
| Valley National Advisers Inc | 13,217 | $2.51M | 0.28% | −278−2.1% | Reduced |
| Fulcrum Wealth Advisors, LLC | 13,245 | $2.51M | 1.92% | +211+1.6% | Added |
| Great Lakes Retirement, Inc. | 13,247 | $2.51M | 0.22% | −62−0.5% | Reduced |
| Natural Investments, LLC | 13,360 | $2.53M | 0.56% | +13,360 | New |
| MMBG Investment Advisors Co. | 13,514 | $2.56M | 0.20% | +2,535+23.1% | Added |
| Guggenheim Capital LLC | 13,600 | $2.58M | 0.02% | −501−3.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 13,830 | $2.59M | 0.12% | −1,498−9.8% | Reduced |
| NTV Asset Management LLC | 13,967 | $2.65M | 0.26% | −372−2.6% | Reduced |
| Venturi Wealth Management, LLC | 14,174 | $2.69M | 0.10% | −576−3.9% | Reduced |
| Vise Technologies, Inc. | 14,219 | $2.70M | 0.03% | +14,219 | New |
| Marks Group Wealth Management, Inc | 14,483 | $2.75M | 0.24% | −3,959−21.5% | Reduced |
| Commerce Bank | 14,538 | $2.76M | 0.01% | +510+3.6% | Added |
| Sterling Capital Management LLC | 14,562 | $2.76M | 0.05% | +1,185+8.9% | Added |
| White Lighthouse Investment Management Inc. | 14,790 | $2.80M | 0.35% | −423−2.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,842 | $2.81M | 0.01% | −4,754−24.3% | Reduced |
| Atomi Financial Group, Inc. | 14,917 | $2.83M | 0.07% | −3,653−19.7% | Reduced |
| Money Concepts Capital Corp | 15,188 | $2.84M | 0.13% | −613−3.9% | Reduced |
| Level Four Advisory Services, LLC | 15,186 | $2.88M | 0.08% | +897+6.3% | Added |
| Dillon & Associates Inc | 15,165 | $2.88M | 0.35% | +891+6.2% | Added |
| LMR Partners LLP | 15,425 | $2.92M | 0.02% | −5,000−24.5% | Reduced |
| Verdence Capital Advisors LLC | 15,469 | $2.93M | 0.15% | −468−2.9% | Reduced |
| Princeton Capital Management LLC | 15,592 | $2.94M | 0.66% | +2,513+19.2% | Added |
| Gabelli Funds LLC | 15,650 | $2.97M | 0.02% | −3,450−18.1% | Reduced |
| Purpose Unlimited Inc. | 15,503 | $2.98M | 0.11% | +1,264+8.9% | Added |
| Columbus Macro, LLC | 15,923 | $2.99M | 0.29% | −11−0.1% | Reduced |
| New England Research & Management, Inc. | 15,893 | $3.01M | 1.17% | +12,595+381.9% | Added |
| EP Wealth Advisors, LLC | 16,055 | $3.04M | 0.01% | +1,495+10.3% | Added |
| SWP Investment Management LLC | 16,095 | $3.05M | 2.11% | +600+3.9% | Added |
| Westview Management dba Westview Investment Advisors | 16,099 | $3.05M | 1.49% | −908−5.3% | Reduced |
| Third View Private Wealth, LLC | 16,205 | $3.07M | 0.38% | −1,859−10.3% | Reduced |
| Hartford Investment Management Co | 16,461 | $3.08M | 0.09% | +16,461 | New |
| Oarsman Capital, Inc. | 16,428 | $3.12M | 0.33% | −125−0.8% | Reduced |
| Insigneo Advisory Services, LLC | 16,641 | $3.12M | 0.12% | +10,887+189.2% | Added |
| United Capital Financial Advisers, LLC | 16,476 | $3.12M | 0.02% | −511−3.0% | Reduced |
| MAI Capital Management | 16,531 | $3.13M | 0.01% | +3,671+28.5% | Added |
| Nissay Asset Management Corp | 16,631 | $3.15M | 0.01% | +16,631 | New |
| Financial Gravity Companies, Inc. | 16,731 | $3.17M | 0.51% | +16,731 | New |
| Bank Ozk | 17,099 | $3.24M | 0.96% | +645+3.9% | Added |
| Ronald Blue Trust, Inc. | 17,511 | $3.32M | 0.03% | +3,408+24.2% | Added |
| Tealwood Asset Management Inc | 17,577 | $3.33M | 1.28% | −12−0.1% | Reduced |
| Channel Wealth LLC | 17,823 | $3.38M | 0.76% | −1,662−8.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,965 | $3.38M | 0.02% | +634+3.7% | Added |
| Catalytic Wealth RIA, LLC | 18,143 | $3.44M | 0.20% | −2,385−11.6% | Reduced |
| Polen Capital Management LLC | 18,621 | $3.51M | 0.03% | −7,425−28.5% | Reduced |
| First Foundation Advisors | 18,550 | $3.52M | 0.13% | +1,591+9.4% | Added |
| Pinnacle Associates Ltd | 18,854 | $3.58M | 0.04% | +18+0.1% | Added |
| GeoWealth Management, LLC | 18,885 | $3.58M | 0.11% | −2,176−10.3% | Reduced |
| Kestra Private Wealth Services, LLC | 18,910 | $3.59M | 0.04% | +1,386+7.9% | Added |
| TrueMark Investments, LLC | 18,998 | $3.60M | 0.45% | +18,998 | New |
| Opal Capital LLC | 18,998 | $3.60M | 0.64% | +18,998 | New |
| Foundation Wealth Management, LLC | 19,136 | $3.63M | 1.10% | +25+0.1% | Added |
| Phoenix Holdings Ltd. | 19,365 | $3.65M | 0.02% | −120,033−86.1% | Reduced |
| Summit Trail Advisors, LLC | 19,747 | $3.71M | 0.05% | −372−1.8% | Reduced |
| Arkadios Wealth Advisors | 19,651 | $3.73M | 0.06% | −1,882−8.7% | Reduced |
| Brevan Howard Capital Management LP | 20,152 | $3.77M | 0.05% | +13,402+198.5% | Added |
| Paradigm Asset Management Co LLC | 20,300 | $3.80M | 0.81% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 20,071 | $3.81M | 0.05% | −183−0.9% | Reduced |
| We Are One Seven, LLC | 20,123 | $3.82M | 0.06% | −2,802−12.2% | Reduced |
| Sequoia Financial Advisors, LLC | 20,324 | $3.85M | 0.02% | +39+0.2% | Added |
| Parr McKnight Wealth Management Group, LLC | 20,406 | $3.87M | 0.46% | +1,401+7.4% | Added |
| 180 Wealth Advisors, LLC | 20,498 | $3.89M | 0.39% | +20,498 | New |
| Beacon Pointe Advisors, LLC | 20,571 | $3.90M | 0.02% | −2,088−9.2% | Reduced |
| Sivik Global Healthcare LLC | 20,000 | $3.94M | 3.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 20,940 | $3.95M | 0.04% | −1,309−5.9% | Reduced |
| HM Payson & Co | 20,928 | $3.97M | 0.05% | −3,063−12.8% | Reduced |
| Dynasty Wealth Management, LLC | 20,986 | $3.98M | 0.03% | −1,708−7.5% | Reduced |
| Madison Asset Management, LLC | 21,310 | $4.04M | 0.05% | −126−0.6% | Reduced |
| Cox Capital Mgt LLC | 21,552 | $4.09M | 2.27% | −34−0.2% | Reduced |
| Walleye Trading LLC | 21,638 | $4.10M | 0.06% | +18,981+714.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 21,789 | $4.13M | 0.01% | +7,373+51.1% | Added |
| Equitable Holdings, Inc. | 22,135 | $4.20M | 0.03% | +7,007+46.3% | Added |
| Pictet & Cie (Europe) SA | 22,759 | $4.26M | 0.08% | +2,703+13.5% | Added |
| Miracle Mile Advisors, LLC | 22,766 | $4.32M | 0.05% | +22,766 | New |
| Sound View Wealth Advisors Group, LLC | 22,836 | $4.33M | 0.27% | −34−0.1% | Reduced |
| Clayton Partners LLC | 23,212 | $4.40M | 2.89% | +68+0.3% | Added |
| Stanley-Laman Group, Ltd. | 23,593 | $4.47M | 0.45% | −457−1.9% | Reduced |
| Hantz Financial Services, Inc. | 23,610 | $4.48M | 0.06% | −2,624−10.0% | Reduced |
| Crossmark Global Holdings, Inc. | 23,619 | $4.48M | 0.06% | +23,619 | New |
| Summit Financial, LLC | 23,684 | $4.49M | 0.05% | +4,955+26.5% | Added |
| Jane Street Group, LLC | 23,711 | $4.50M | 0.00% | −820,990−97.2% | Reduced |
| James Investment Research Inc | 23,867 | $4.53M | 0.46% | −204−0.8% | Reduced |
| Seascape Capital Management | 24,305 | $4.61M | 1.10% | +222+0.9% | Added |
| L & S Advisors Inc | 24,346 | $4.62M | 0.48% | +733+3.1% | Added |
| Naples Global Advisors, LLC | 24,721 | $4.69M | 0.29% | −361−1.4% | Reduced |
| Aviso Financial Inc. | 24,969 | $4.73M | 0.16% | +1,183+5.0% | Added |
| Novem Group | 24,977 | $4.74M | 0.48% | +24,977 | New |
| Nwi Management LP | 25,000 | $4.74M | 0.30% | 00.0% | Unchanged |