ASTRAZENECA PLC (AZN)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
60
Reporting holders
$251.9M
Reported value
0.0%
Calls
0.0%
Puts
-1,444
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $189.9M | 1,165,929 | 1.66% | 3q | -8.9%-$18.5M |
| Gradient Investments LLC | $22.0M | 136,395 | 0.31% | 3q | +26.1%+$4.6M |
| PARK NATIONAL CORP /OH/ | $10.9M | 67,214 | 0.29% | 3q | -6.4%-$743.7K |
| Cox Capital Mgt LLC | $3.5M | 21,526 | 1.95% | 3q | HELD |
| Farther Finance Advisors, LLC | $2.0M | 12,223 | 0.01% | 2q | +2.9%+$55.1K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.8M | 11,271 | 0.16% | new | NEW |
| Valeo Financial Advisors, LLC | $1.7M | 10,797 | 0.04% | 4q | +10.0%+$158.2K |
| Parrish Capital LLC | $1.6M | 9,792 | 1.54% | 3q | +1.1%+$17.0K |
| TLWM | $1.5M | 9,203 | 0.24% | 2q | -0.8%-$12.3K |
| SAPIENT CAPITAL LLC | $1.4M | 8,433 | 0.02% | 3q | -50.9%-$1.4M |
| Versant Capital Management, Inc | $1.1M | 7,025 | 0.10% | 2q | -3.3%-$38.8K |
| GAMMA Investing LLC | $1.1M | 6,941 | 0.04% | 3q | -7.3%-$88.8K |
| Cooper Financial Group | $1.1M | 6,690 | 0.09% | 2q | +5.5%+$56.2K |
| Venture Visionary Partners LLC | $1.0M | 6,490 | 0.03% | 3q | +2.2%+$22.1K |
| Wedmont Private Capital | $1.0M | 6,402 | 0.02% | 3q | +23.1%+$190.5K |
| Crumly & Associates Inc. | $922.5K | 5,713 | 0.16% | 2q | +7.5%+$64.6K |
| Grove Bank & Trust | $921.3K | 5,706 | 0.09% | 2q | -1.2%-$11.3K |
| Canandaigua National Trust Co of Florida | $891.2K | 5,473 | 0.49% | new | NEW |
| Athena Wealth Management, LLC | $861.2K | 5,333 | 0.62% | 3q | +1.1%+$9.0K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $709.3K | 4,393 | 0.14% | 3q | -3.2%-$23.3K |
| Miller Global Investments, LLC | $598.4K | 3,706 | 0.48% | 2q | HELD |
| Breakwater Capital Group | $467.6K | 2,896 | 0.06% | 3q | +1.0%+$4.8K |
| RIVERSEDGE ADVISORS, LLC | $379.0K | 2,347 | 0.05% | 3q | +2.9%+$10.8K |
| Rosenberg Matthew Hamilton | $343.8K | 2,129 | 0.06% | 2q | +3.8%+$12.6K |
| Border to Coast Pensions Partnership Ltd | $336.3K | 2,064,415 | 4.63% | 3q | +6.8%+$21.4K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $333.0K | 2,062 | 0.02% | 2q | -1.7%-$5.8K |
| Monument Capital Management | $326.5K | 2,022 | 0.07% | 3q | -9.9%-$35.7K |
| Avidian Wealth Enterprises, LLC | $325.6K | 2,016 | 0.01% | 3q | +12.1%+$35.2K |
| MOODY NATIONAL BANK TRUST DIVISION | $311.6K | 1,930 | 0.03% | 2q | -16.6%-$61.8K |
| CENTRAL BANK & TRUST CO | $305.0K | 1,890 | 0.04% | new | NEW |
| Veery Capital, LLC | $299.9K | 1,857 | 0.08% | 2q | +3.9%+$11.3K |
| MassMutual Private Wealth & Trust, FSB | $273.9K | 1,696 | 0.01% | 3q | -51.1%-$286.0K |
| Balefire, LLC | $261.9K | 1,622 | 0.04% | 3q | -1.4%-$3.7K |
| Apella Capital, LLC | $244.6K | 1,527 | 0.00% | 3q | +3.6%+$8.5K |
| TOMPKINS FINANCIAL CORP | $233.3K | 1,445 | 0.02% | 2q | HELD |
| CHAPIN DAVIS, INC. | $206.2K | 1,277 | 0.04% | 3q | -5.9%-$12.9K |
| Vann Equity Management LLC | $204.4K | 1,266 | 0.12% | 3q | +2.4%+$4.8K |
| EASTERN BANK | $176.3K | 1,092 | 0.00% | 2q | -82.1%-$807.3K |
| Investors Research Corp | $97.9K | 606 | 0.02% | 2q | -5.6%-$5.8K |
| ARMSTRONG ADVISORY GROUP, INC | $96.2K | 596 | 0.01% | 3q | -16.6%-$19.2K |
| CoreCap Advisors, LLC | $75.1K | 465 | 0.00% | 2q | -10.4%-$8.7K |
| BURKETT FINANCIAL SERVICES, LLC | $65.1K | 403 | 0.02% | new | NEW |
| General Partner, Inc. | $62.0K | 384 | 0.03% | 3q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $60.4K | 374 | 0.00% | 4q | HELD |
| Aventus Investment Advisors, Inc. | $37.9K | 235 | 0.03% | 3q | HELD |
| GK Wealth Management LLC | $31.0K | 192 | 0.02% | new | NEW |
| PROFESSIONAL ADVISORY SERVICES INC | $29.7K | 181,963 | 3.55% | 2q | +12.6%+$3.3K |
| Roxbury Financial LLC | $24.4K | 151 | 0.02% | 2q | HELD |
| Hickory Point Bank & Trust | $24.2K | 150 | 0.01% | 2q | HELD |
| GoalVest Advisory LLC | $17.9K | 111 | 0.00% | new | NEW |
| MJT & Associates Financial Advisory Group, Inc. | $15.5K | 96 | 0.01% | 2q | +45.5%+$4.8K |
| GILPIN WEALTH MANAGEMENT, LLC | $13.6K | 84 | 0.01% | new | NEW |
| FIRST COMMUNITY TRUST NA | $12.2K | 75 | 0.00% | 3q | HELD |
| Byrne Asset Management LLC | $11.4K | 72 | 0.01% | 20q | -51.0%-$11.8K |
| Planning Strategies Inc. | $10.7K | 66 | 0.01% | new | NEW |
| Olistico Wealth, LLC | $7.2K | 44 | 0.00% | 2q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $2.4K | 15 | 0.00% | 3q | -59.5%-$3.6K |
| ELEVATION WEALTH PARTNERS, LLC | $2.3K | 14 | 0.00% | 3q | HELD |
| Noble Wealth Management PBC | $2.1K | 13 | 0.00% | 2q | +85.7% |
| Wealth Enhancement Trust Services, Inc. | $1.9K | 12 | 0.00% | 2q | HELD |
| Bullock Wealth Management Group | $1.6K | 10 | 0.00% | new | NEW |
| Trust Co | $807 | 5 | 0.00% | 3q | HELD |
| NEVILLE RODIE & SHAW INC | $213 | 1,318 | 0.01% | 3q | HELD |
| CX Institutional | $6 | 40 | 0.00% | 2q | HELD |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-20 | Sharma Mani | See Remarks | Sold | 11,893 | $2.2M |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 60 | $251.9M | 1,549,902 | 9 | 18 | 20 | 0.0% |
| Q2 2026 | 1,504 | $156.6B | 822,174,860 | 278 | 495 | 430 | 1.3% |
| Q1 2026 | 1,383 | $150.6B | 756,572,087 | 1,274 | 4 | 92 | 1.5% |
| Q4 2025 | 1,420 | $47.4B | 504,653,718 | 224 | 452 | 385 | 2.1% |
| Q3 2025 | 1,293 | $39.2B | 499,490,493 | 148 | 519 | 328 | 2.2% |
| Q2 2025 | 1,228 | $35.8B | 499,785,356 | 80 | 436 | 414 | 2.4% |
| Q1 2025 | 1,256 | $38.7B | 504,463,170 | 140 | 493 | 345 | 3.0% |
| Q4 2024 | 1,218 | $34.6B | 515,123,308 | 91 | 402 | 414 | 2.4% |
| Q3 2024 | 1,236 | $40.3B | 505,968,532 | 111 | 448 | 366 | 2.1% |
| Q2 2024 | 1,220 | $40.2B | 504,259,531 | 136 | 484 | 311 | 2.1% |
| Q1 2024 | 1,145 | $37.0B | 531,877,354 | 109 | 457 | 323 | 2.6% |
| Q4 2023 | 1,139 | $35.1B | 508,325,290 | 86 | 376 | 340 | 2.5% |
| Q3 2023 | 1,083 | $35.2B | 498,690,575 | 81 | 388 | 291 | 3.9% |
| Q2 2023 | 1,104 | $37.5B | 503,515,891 | 101 | 319 | 351 | 3.9% |
| Q1 2023 | 1,064 | $38.3B | 541,582,221 | 81 | 372 | 325 | 2.5% |
| Q4 2022 | 1,066 | $36.0B | 523,184,331 | 125 | 300 | 340 | 2.6% |
| 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% |