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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 4,976 | $940.0K | 0.05% | −146−2.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,927 | $934.2K | 0.04% | −345−6.5% | Reduced |
| Principal Street Partners, LLC | 4,923 | $933.4K | 0.14% | 00.0% | Unchanged |
| Sageworth Trust Co | 4,858 | $921.2K | 0.04% | +4,858 | New |
| VELA Investment Management, LLC | 4,854 | $920.4K | 0.23% | −1,738−26.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,845 | $918.7K | 0.04% | −145−2.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,838 | $917.4K | 0.01% | +4,800+12,631.6% | Added |
| Prosperity Consulting Group, LLC | 4,762 | $903.0K | 0.03% | +2,088+78.1% | Added |
| DCF Advisers, LLC | 4,750 | $900.7K | 0.24% | −1,000−17.4% | Reduced |
| Koshinski Asset Management, Inc. | 4,741 | $899.0K | 0.05% | +22+0.5% | Added |
| SG Americas Securities, LLC | 4,728 | $897.0K | 0.00% | −3,285−41.0% | Reduced |
| Wedmont Private Capital | 5,202 | $892.7K | 0.02% | −636−10.9% | Reduced |
| Stratos Wealth Partners, LTD. | 4,702 | $891.6K | 0.01% | −624−11.7% | Reduced |
| Baader Bank INC | 4,699 | $884.5K | 0.07% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 4,654 | $882.5K | 0.04% | −227−4.7% | Reduced |
| National Asset Management, Inc. | 4,594 | $877.2K | 0.05% | +464+11.2% | Added |
| FWL Investment Management, LLC | 4,601 | $872.4K | 0.16% | +95+2.1% | Added |
| Choate Investment Advisors | 4,595 | $870.4K | 0.02% | −92−2.0% | Reduced |
| Advocate Investing Services LLC | 4,550 | $862.8K | 0.66% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,537 | $860.3K | 0.18% | +69+1.5% | Added |
| Simplicity Wealth,LLC | 4,535 | $859.9K | 0.03% | +861+23.4% | Added |
| Burney Co | 4,508 | $854.7K | 0.02% | +50+1.1% | Added |
| Farringdon Capital, Ltd. | 4,495 | $852.3K | 0.42% | +411+10.1% | Added |
| Johnson Investment Counsel Inc | 4,469 | $847.4K | 0.01% | +147+3.4% | Added |
| Saranac Partners Ltd | 4,522 | $846.3K | 0.27% | −1,049−18.8% | Reduced |
| Westover Capital Advisors, LLC | 4,458 | $845.3K | 0.14% | −3−0.1% | Reduced |
| Hamel Associates, Inc. | 4,456 | $844.9K | 0.23% | −155−3.4% | Reduced |
| Aries Wealth Management | 4,486 | $839.4K | 0.16% | −75−1.6% | Reduced |
| FSM Wealth Advisors, LLC | 4,421 | $838.4K | 0.09% | +192+4.5% | Added |
| Heritage Wealth Management, Inc. | 4,415 | $837.2K | 0.21% | +4,415 | New |
| Berman McAleer LLC | 4,386 | $831.7K | 0.10% | +55+1.3% | Added |
| Glenview Trust Co | 4,346 | $824.1K | 0.01% | +396+10.0% | Added |
| Presilium Private Wealth, LLC | 4,342 | $823.4K | 0.13% | +4,342 | New |
| Excelsior Advisor Network LLC | 4,338 | $822.6K | 0.11% | +4,338 | New |
| AlphaCore Capital LLC | 4,299 | $815.2K | 0.01% | +726+20.3% | Added |
| Confluence Wealth Services, Inc. | 4,292 | $813.9K | 0.02% | +4,292 | New |
| Advisors Capital Management, LLC | 4,287 | $813.0K | 0.01% | +114+2.7% | Added |
| Kathmere Capital Management, LLC | 4,257 | $807.2K | 0.04% | −1,430−25.1% | Reduced |
| British Columbia Investment Management Corp | 4,312 | $806.3K | 0.01% | −139,552−97.0% | Reduced |
| LDIC Inc. | 4,212 | $798.7K | 0.50% | +4,212 | New |
| Calamos Wealth Management LLC | 4,208 | $797.9K | 0.02% | −23,019−84.5% | Reduced |
| Brighton Jones LLC | 4,201 | $796.6K | 0.01% | +290+7.4% | Added |
| Thoroughbred Financial Services, LLC | 4,202 | $796.0K | 0.04% | −30−0.7% | Reduced |
| Marshall Financial Group LLC | 4,153 | $787.5K | 0.11% | +4,153 | New |
| Brookstone Capital Management | 4,146 | $786.1K | 0.01% | +2,970+252.6% | Added |
| Key Financial Inc | 4,187 | $783.4K | 0.13% | −37−0.9% | Reduced |
| Oakworth Capital, Inc. | 4,201 | $781.0K | 0.04% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 4,104 | $778.2K | 0.54% | +138+3.5% | Added |
| Persistent Asset Partners Ltd | 4,058 | $769.5K | 0.24% | +2,822+228.3% | Added |
| Beacon Investment Advisory Services, Inc. | 4,043 | $766.6K | 0.03% | 00.0% | Unchanged |
| Marex Group plc | 4,027 | $763.6K | 0.01% | +2,103+109.3% | Added |
| EPG Wealth Management LLC | 4,026 | $763.4K | 0.18% | −1,488−27.0% | Reduced |
| Accurate Wealth Management, LLC | 4,440 | $762.5K | 0.07% | +30+0.7% | Added |
| Cullinan Associates Inc | 4,013 | $760.9K | 0.06% | 00.0% | Unchanged |
| Five Oceans Advisors | 4,009 | $760.2K | 0.24% | +6+0.1% | Added |
| Bank of Stockton | 4,006 | $759.6K | 0.21% | +66+1.7% | Added |
| Ar Asset Management Inc | 4,000 | $758.0K | 0.14% | 00.0% | Unchanged |
| Kendall Capital Management | 3,976 | $753.9K | 0.13% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 3,967 | $752.1K | 0.00% | 00.0% | Unchanged |
| Accuvest Global Advisors | 4,006 | $749.0K | 0.64% | +4,006 | New |
| Skba Capital Management LLC | 3,930 | $745.2K | 0.12% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,909 | $741.2K | 0.01% | +42+1.1% | Added |
| Bradley Foster & Sargent Inc | 3,851 | $730.2K | 0.01% | +231+6.4% | Added |
| Brown Financial Advisors | 3,850 | $730.0K | 0.25% | −18−0.5% | Reduced |
| Trust Co of Toledo NA | 3,836 | $727.4K | 0.06% | +3,836 | New |
| Roehl & Yi Investment Advisors, LLC | 3,863 | $727.1K | 0.24% | +128+3.4% | Added |
| SFE Investment Counsel | 3,826 | $725.5K | 0.10% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 3,813 | $723.0K | 0.40% | −939−19.8% | Reduced |
| FDx Advisors, Inc. | 3,788 | $718.0K | 0.22% | −766−16.8% | Reduced |
| AA Financial Advisors, LLC | 3,773 | $715.4K | 0.09% | +505+15.5% | Added |
| Meyer Handelman Co | 3,780 | $711.8K | 0.02% | +1,818+92.7% | Added |
| Fca Corp | 3,750 | $711.1K | 0.18% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 3,738 | $708.8K | 0.04% | +3,738 | New |
| MOR Wealth Management, LLC | 3,709 | $703.3K | 0.28% | −493−11.7% | Reduced |
| LVM Capital Management Ltd | 3,705 | $703.0K | 0.06% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 3,706 | $702.7K | 0.58% | +3,706 | New |
| Bridgewater Advisors Inc. | 4,442 | $701.7K | 0.04% | −173−3.7% | Reduced |
| Monetary Management Group Inc | 3,650 | $692.1K | 0.14% | +900+32.7% | Added |
| One Wealth Advisors, LLC | 3,637 | $689.6K | 0.08% | +281+8.4% | Added |
| First City Capital Management, Inc. | 3,619 | $686.2K | 0.33% | −25−0.7% | Reduced |
| Nations Financial Group Inc, | 3,611 | $684.8K | 0.03% | −15−0.4% | Reduced |
| J.Safra Asset Management Corp | 3,599 | $682.4K | 0.03% | −1,599−30.8% | Reduced |
| Columbia Asset Management | 3,589 | $680.5K | 0.12% | −600−14.3% | Reduced |
| Banco Santander, S.A. | 3,569 | $676.8K | 0.00% | −2,119−37.3% | Reduced |
| Independent Financial Group, LLC | 3,608 | $675.7K | 0.01% | +940+35.2% | Added |
| Cohen Investment Advisors LLC | 3,602 | $674.0K | 0.30% | +45+1.3% | Added |
| Windsor Capital Management, LLC | 3,539 | $671.1K | 0.17% | +3,539 | New |
| NorthCrest Asset Manangement, LLC | 3,744 | $668.3K | 0.02% | +3,744 | New |
| Aprio Wealth Management, LLC | 3,524 | $668.2K | 0.03% | −1,077−23.4% | Reduced |
| First Manhattan Co | 3,554 | $665.0K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,506 | $664.8K | 0.01% | +388+12.4% | Added |
| SeaCrest Wealth Management, LLC | 3,504 | $664.4K | 0.07% | −3,456−49.7% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,505 | $663.7K | 0.00% | −138−3.8% | Reduced |
| Profund Advisors LLC | 3,499 | $663.5K | 0.02% | −101−2.8% | Reduced |
| Fruth Investment Management | 3,499 | $663.0K | 0.16% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 3,495 | $662.4K | 0.05% | −820−19.0% | Reduced |
| Stock Yards Bank & Trust Co | 3,484 | $660.6K | 0.02% | −110−3.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,478 | $659.5K | 0.13% | −73−2.1% | Reduced |
| Norden Group LLC | 3,475 | $659.0K | 0.05% | −216−5.9% | Reduced |
| Chung Wu Investment Group, LLC | 3,475 | $658.9K | 0.43% | +3,475 | New |