# ASTRAZENECA PLC (AZN)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AZN/

- Reporting holders: 60
- Reported value: $251.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $189.9M | 1,165,929 | 1.7% | 3 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $22.0M | 136,395 | 0.3% | 3 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $10.9M | 67,214 | 0.3% | 3 |
| [Cox Capital Mgt LLC](https://holderbook.com/funds/1748728-cox-capital-mgt-llc/) | $3.5M | 21,526 | 1.9% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.0M | 12,223 | 0.0% | 2 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $1.8M | 11,271 | 0.2% | 1 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.7M | 10,797 | 0.0% | 4 |
| [Parrish Capital LLC](https://holderbook.com/funds/2131053-parrish-capital-llc/) | $1.6M | 9,792 | 1.5% | 3 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $1.5M | 9,203 | 0.2% | 2 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $1.4M | 8,433 | 0.0% | 3 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.1M | 7,025 | 0.1% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.1M | 6,941 | 0.0% | 3 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $1.1M | 6,690 | 0.1% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.0M | 6,490 | 0.0% | 3 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.0M | 6,402 | 0.0% | 3 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $922.5K | 5,713 | 0.2% | 2 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $921.3K | 5,706 | 0.1% | 2 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $891.2K | 5,473 | 0.5% | 1 |
| [Athena Wealth Management, LLC](https://holderbook.com/funds/2128243-athena-wealth-management-llc/) | $861.2K | 5,333 | 0.6% | 3 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $709.3K | 4,393 | 0.1% | 3 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $598.4K | 3,706 | 0.5% | 2 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $467.6K | 2,896 | 0.1% | 3 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $379.0K | 2,347 | 0.0% | 3 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $343.8K | 2,129 | 0.1% | 2 |
| [Border to Coast Pensions Partnership Ltd](https://holderbook.com/funds/1876496-border-to-coast-pensions-partnership-ltd/) | $336.3K | 2,064,415 | 4.6% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 60 | $251.9M |
| Q2 2026 | 1,504 | $156.6B |
| Q1 2026 | 1,383 | $150.6B |
| Q4 2025 | 1,420 | $47.4B |
| Q3 2025 | 1,293 | $39.2B |
| Q2 2025 | 1,228 | $35.8B |
| Q1 2025 | 1,256 | $38.7B |
| Q4 2024 | 1,218 | $34.6B |
| Q3 2024 | 1,236 | $40.3B |
| Q2 2024 | 1,220 | $40.2B |
| Q1 2024 | 1,145 | $37.0B |
| Q4 2023 | 1,139 | $35.1B |