ASTRAZENECA PLC (AZN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,423
Reporting holders
$147.8B
Reported value
1.3%
Held as options
+114
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Evelyn Partners Group Ltd | $41.5B | 2,237,205 | 88.60% | new | FIRST |
| INVESTOR AB | $9.8B | 51,587,810 | 67.92% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.5B | 45,386,190 | 0.18% | 2q | +0.8%+$64.6M |
| Capital International Investors | $6.5B | 34,576,070 | 1.34% | 2q | +0.5%+$34.4M |
| NORGES BANK | $6.3B | 33,864,172 | 0.63% | new | NEW |
| Capital World Investors | $5.6B | 30,075,134 | 0.66% | 2q | +6.4%+$338.9M |
| FMR LLC | $5.4B | 28,895,264 | 0.24% | 2q | -2.4%-$132.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $5.4B | 28,537,243 | 0.92% | 2q | +20.2%+$899.5M |
| Legal & General Group Plc | $4.8B | 25,750,245 | 1.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $3.7B | 19,204,823 | 0.20% | 2q | +3.3%+$117.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.5B | 18,712,920 | 2.36% | 2q | +1.0%+$33.2M |
| PRIMECAP MANAGEMENT CO/CA/ | $3.4B | 18,095,178 | 2.03% | 2q | -0.7%-$22.5M |
| BANK OF AMERICA CORP /DE/ | $3.4B | 17,690,462 | 0.22% | 2q | -7.2%-$259.4M |
| PRUDENTIAL PLC | $3.2B | 170,573 | 17.37% | 2q | +3.3%+$103.0M |
| Amundi | $3.1B | 16,422,784 | 0.75% | 2q | +6.7%+$196.6M |
| FRANKLIN RESOURCES INC | $3.1B | 16,511,727 | 0.67% | 2q | -7.2%-$241.4M |
| VANGUARD FIDUCIARY TRUST CO | $2.5B | 13,291,085 | 0.55% | 2q | +0.7%+$17.9M |
| DEUTSCHE BANK AG\ | $2.4B | 12,640,672 | 0.70% | 2q | +4.2%+$96.9M |
| Jupiter Topco LLC | $2.2B | 11,866,013 | 0.91% | new | FIRST |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $2.2B | 11,720,479 | 1.68% | 2q | -9.4%-$228.0M |
| Fisher Asset Management, LLC | $2.1B | 11,146,292 | 0.63% | 2q | +2.8%+$57.0M |
| AVIVA PLC | $2.0B | 10,899,700 | 3.00% | 2q | -1.7%-$35.1M |
| ROYAL BANK OF CANADA | $2.0B | 10,427,503 | 0.29% | 2q | HELD |
| Invesco Ltd. | $1.9B | 10,177,013 | 0.15% | 2q | +0.7%+$13.9M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $1.9B | 10,161,026 | 3.55% | 2q | -1.3%-$26.3M |
| GOLDMAN SACHS GROUP INC | $1.9B | 9,742,396 | 0.17% | 2q | -8.1%-$168.8M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $1.8B | 9,357,390 | 18.97% | 2q | +26.1%+$362.3M |
| Rathbones Group PLC | $1.5B | 7,979,150 | 5.50% | 2q | +211660.9%+$1.5B |
| MORGAN STANLEY | $1.5B | 7,859,306 | 0.08% | 2q | +12.8%+$168.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $1.4B | 7,536,227 | 1.41% | 2q | -1.2%-$16.5M |
| Nuveen, LLC | $1.3B | 7,183,115 | 0.32% | 2q | +6.0%+$75.6M |
| Sanders Capital, LLC | $1.3B | 6,986,830 | 1.33% | 2q | -1.1%-$14.9M |
| Allianz Asset Management GmbH | $1.3B | 6,830,190 | 1.18% | 2q | +4.6%+$58.0M |
| Bank of New York Mellon Corp | $1.3B | 6,753,962 | 0.21% | 2q | +1.3%+$16.3M |
| BARCLAYS PLC | $1.3B | 6,592,403 | 0.24% | 2q | +20.0%+$211.2M |
| AMERIPRISE FINANCIAL INC | $1.2B | 6,095,430 | 0.23% | 2q | -47.0%-$1.0B |
| Swiss National Bank | $1.1B | 5,934,315 | 0.58% | 2q | -3.9%-$44.8M |
| SEB Asset Management AB | $1.1B | 5,736,648 | 4.06% | 2q | -3.7%-$40.9M |
| UBS Group AG | $1.0B | 5,297,462 | 0.13% | 2q | -11.4%-$133.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.0B | 5,307,020 | 0.44% | 2q | +14.1%+$123.7M |
| CITIGROUP INC | $959.4M | 4,895,753 | 0.32% | 2q | +32.1%+$233.2M |
| Clearbridge Investments, LLC | $952.2M | 5,021,518 | 0.79% | 2q | -2.7%-$26.4M |
| CAISSE DES DEPOTS ET CONSIGNATIONS | $942.1M | 5,034,088 | 15.94% | 2q | +3.1%+$28.4M |
| ALLIANCEBERNSTEIN L.P. | $857.0M | 4,345,439 | 0.28% | 2q | -17.7%-$184.2M |
| FIL Ltd | $840.3M | 4,492,612 | 0.60% | 2q | -3.5%-$30.3M |
| M&G PLC | $838.2M | 4,482,712 | 4.17% | 2q | +6.6%+$52.1M |
| Capital Research Global Investors | $787.3M | 4,197,587 | 0.11% | 2q | -9.0%-$77.6M |
| Public Sector Pension Investment Board | $746.1M | 3,988,756 | 0.96% | 2q | +91.1%+$355.7M |
| CREDIT AGRICOLE S A | $700.5M | 3,694,158 | 1.42% | 2q | +24.1%+$135.9M |
| MILLENNIUM MANAGEMENT LLC | $699.0M | 581,913 | 0.25% | 2q | -55.3%-$865.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $686.9M | 3,673,390 | 0.54% | 2q | -4.5%-$32.0M |
| CIBC Bancorp USA Inc. | $680.8M | 3,772,997 | 0.83% | 2q | -17.9%-$148.5M |
| Boston Partners | $597.4M | 3,177,627 | 0.53% | 2q | +51.8%+$203.7M |
| DIMENSIONAL FUND ADVISORS LP | $551.0M | 2,904,886 | 0.10% | new | NEW |
| Pictet Asset Management Holding SA | $550.2M | 2,937,510 | 0.53% | 2q | -15.6%-$102.0M |
| THORNBURG INVESTMENT MANAGEMENT INC | $540.6M | 2,891,426 | 5.17% | 2q | +1.1%+$6.1M |
| NEUBERGER BERMAN GROUP LLC | $519.9M | 2,746,590 | 0.35% | 2q | +4.2%+$21.1M |
| Assenagon Asset Management S.A. | $512.1M | 2,704,354 | 0.32% | 2q | +191.0%+$336.1M |
| Lansforsakringar Fondforvaltning AB (publ) | $473.7M | 2,523,337 | 2.12% | 2q | +3.5%+$15.9M |
| Holocene Advisors, LP | $460.7M | 2,429,349 | 1.04% | 2q | -8.8%-$44.3M |
| RAYMOND JAMES FINANCIAL INC | $456.9M | 2,409,624 | 0.12% | 2q | +38.7%+$127.6M |
| BANK OF MONTREAL /CAN/ | $441.2M | 2,359,807 | 0.15% | 2q | +22.5%+$81.1M |
| LAZARD ASSET MANAGEMENT LLC | $438.1M | 2,332,566 | 0.66% | 2q | +5.2%+$21.7M |
| NORTHERN TRUST CORP | $437.3M | 2,306,344 | 0.05% | 2q | -0.9%-$4.0M |
| ENVESTNET ASSET MANAGEMENT INC | $431.7M | 2,281,431 | 0.10% | 2q | HELD |
| Swedbank AB | $425.1M | 2,241,677 | 0.37% | 2q | -9.2%-$43.0M |
| BlackRock, Inc. | $411.4M | 2,169,622 | 0.01% | 2q | -2.8%-$11.9M |
| Russell Investments Group, Ltd. | $382.3M | 2,033,587 | 0.34% | 2q | +1.5%+$5.7M |
| LGT Group Foundation | $370.3M | 1,980,315 | 4.19% | 2q | +4.8%+$16.9M |
| Bank Julius Baer & Co. Ltd, Zurich | $367.4M | 1,949,007 | 0.95% | 2q | +4.4%+$15.6M |
| Capital International, Inc./CA/ | $365.0M | 1,949,177 | 2.56% | 2q | -3.0%-$11.4M |
| AEGON ASSET MANAGEMENT UK Plc | $356.5M | 1,905,111 | 3.80% | new | NEW |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $351.6M | 1,878,727 | 0.67% | 2q | -5.7%-$21.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $348.0M | 47,532 | 0.03% | 2q | -65.2%-$651.7M |
| CITADEL ADVISORS LLC | $321.7M | 970,043 | 0.04% | 2q | -48.1%-$298.3M |
| JONES FINANCIAL COMPANIES LLLP | $314.8M | 1,670,876 | 0.13% | 2q | +66.4%+$125.6M |
| WELLS FARGO & COMPANY/MN | $305.4M | 1,596,427 | 0.05% | 2q | -48.3%-$285.6M |
| TD Asset Management Inc | $303.7M | 1,621,109 | 0.26% | 2q | -17.5%-$64.5M |
| ABN AMRO Bank N.V. | $297.4M | 1,592,396 | 3.84% | 2q | -34.9%-$159.3M |
| Liontrust Investment Partners LLP | $297.0M | 1,586,940 | 4.36% | new | NEW |
| Ninety One UK Ltd | $284.1M | 1,518,013 | 0.64% | 2q | -25.8%-$99.0M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $283.2M | 1,514,795 | 0.85% | 2q | -22.0%-$79.9M |
| Caisse de depot et placement du Quebec | $273.9M | 1,463,843 | 0.39% | new | NEW |
| Intesa Sanpaolo S.p.A. | $273.8M | 1,469,097 | 9.37% | 2q | +26.3%+$57.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | $252.7M | 1,347,313 | 0.14% | 2q | +103.7%+$128.6M |
| AMERICAN CENTURY COMPANIES INC | $250.4M | 1,320,358 | 0.11% | 2q | -26.9%-$92.3M |
| WCM INVESTMENT MANAGEMENT, LLC | $248.8M | 1,310,660 | 0.45% | new | NEW |
| Artemis Investment Management LLP | $239.2M | 1,279,269 | 2.13% | 2q | -11.4%-$30.9M |
| Polar Capital Holdings Plc | $236.6M | 1,247,549 | 0.56% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $233.0M | 1,233,595 | 0.20% | 2q | -34.0%-$120.2M |
| Korea Investment CORP | $232.4M | 1,242,006 | 0.44% | 2q | -7.7%-$19.3M |
| 1832 Asset Management L.P. | $230.5M | 1,215,636 | 0.12% | 2q | +89.6%+$108.9M |
| MUFG Securities EMEA plc | $221.7M | 1,186,481 | 2.33% | 2q | +37.3%+$60.3M |
| SIH Partners, LLLP | $218.6M | 89,209 | 1.38% | 2q | +864.5%+$195.9M |
| D. E. Shaw & Co., Inc. | $207.6M | 1,094,593 | 0.10% | 2q | +4277.5%+$202.8M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $201.0M | 1,070,570 | 0.59% | 2q | +11.9%+$21.3M |
| CAPITAL INTERNATIONAL SARL | $186.8M | 996,566 | 2.65% | 2q | +8.9%+$15.3M |
| ORBIMED ADVISORS LLC | $171.1M | 915,700 | 3.17% | 2q | +36.6%+$45.9M |
| ASR Vermogensbeheer N.V. | $161.5M | 862,996 | 1.66% | 2q | +2.5%+$3.9M |
| MARSHALL WACE, LLP | $159.5M | 841,164 | 0.13% | 2q | +70.8%+$66.1M |
Showing the largest 100 of 1,501 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,423 | $147.8B | 776,411,604 | 265 | 465 | 414 | 1.3% |
| Q1 2026 | 1,309 | $144.0B | 722,931,226 | 1,214 | 4 | 78 | 1.6% |
| Q4 2025 | 1,339 | $42.1B | 446,609,748 | 212 | 425 | 362 | 2.4% |
| Q3 2025 | 1,211 | $34.7B | 441,012,741 | 142 | 488 | 306 | 2.4% |
| Q2 2025 | 1,140 | $31.4B | 437,187,025 | 77 | 409 | 383 | 2.6% |
| Q1 2025 | 1,161 | $33.8B | 438,111,718 | 131 | 450 | 320 | 3.2% |
| Q4 2024 | 1,128 | $30.0B | 445,985,245 | 78 | 376 | 388 | 2.7% |
| Q3 2024 | 1,144 | $34.6B | 433,348,134 | 103 | 414 | 337 | 2.3% |
| Q2 2024 | 1,118 | $34.3B | 428,359,218 | 127 | 444 | 284 | 2.4% |
| Q1 2024 | 1,042 | $31.9B | 457,457,410 | 101 | 413 | 297 | 2.9% |
| Q4 2023 | 1,028 | $31.0B | 446,950,135 | 77 | 344 | 306 | 2.8% |
| Q3 2023 | 967 | $30.6B | 432,600,320 | 75 | 352 | 255 | 4.3% |
| Q2 2023 | 975 | $32.7B | 437,051,906 | 86 | 282 | 306 | 4.3% |
| Q1 2023 | 924 | $32.3B | 457,313,866 | 75 | 325 | 274 | 2.6% |
| Q4 2022 | 856 | $27.4B | 396,264,681 | 110 | 245 | 263 | 3.1% |
| Q3 2022 | 963 | $29.2B | 519,588,788 | 78 | 340 | 297 | 2.4% |
| Q2 2022 | 1,021 | $35.8B | 529,084,145 | 107 | 293 | 339 | 2.4% |
| Q1 2022 | 986 | $35.2B | 517,019,458 | 112 | 318 | 289 | 2.7% |
| Q4 2021 | 949 | $30.9B | 505,294,161 | 82 | 251 | 309 | 4.6% |
| Q3 2021 | 912 | $32.6B | 516,726,333 | 189 | 393 | 142 | 4.8% |
| Q2 2021 | 776 | $27.2B | 434,153,729 | 81 | 248 | 225 | 4.3% |
| Q1 2021 | 763 | $21.5B | 410,852,543 | 73 | 244 | 253 | 4.6% |
| Q4 2020 | 789 | $21.1B | 396,848,155 | 104 | 262 | 217 | 5.8% |
| Q3 2020 | 724 | $23.1B | 407,565,921 | 118 | 237 | 205 | 3.2% |
| Q2 2020 | 672 | $23.2B | 428,283,545 | 114 | 205 | 203 | 2.1% |
| Q1 2020 | 607 | $20.0B | 442,466,837 | 56 | 188 | 213 | 0.9% |
| Q4 2019 | 639 | $22.5B | 447,495,082 | 79 | 172 | 190 | 0.8% |
| Q3 2019 | 562 | $20.6B | 457,684,783 | 61 | 169 | 176 | 0.9% |
| Q2 2019 | 551 | $19.4B | 460,995,412 | 55 | 181 | 186 | 1.6% |
| Q1 2019 | 565 | $19.5B | 478,125,976 | 69 | 136 | 216 | 1.0% |
| Q4 2018 | 558 | $17.9B | 465,725,845 | 3 | 7 | 16 | 1.1% |