AZN · Company research
AstraZeneca PLC (AZN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 195 | 31487000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67069 | 10829631000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8660 | 1642109 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11295 | 2141171 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Greenspring Advisors, LLC | 1922200 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1685 | 319483 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Accent Capital Management, LLC | 2014179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 878 | 166486 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1614 | 302152 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Gallacher Capital Management LLC | 1960749 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2120 | 402028 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23619 | 4478635 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5872 | 1113 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crews Bank & Trust | 2052279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 418 | 79261 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Aaron Wealth Advisors LLC | 1812198 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5254 | 996263 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Clean Yield Group | 1525865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2950 | 559379 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PGGM Investments | 1472190 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 645456 | 91009 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SPHERA FUNDS MANAGEMENT LTD. | 1496201 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62530 | 11856939 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vermillion Wealth Management, Inc. | 1737012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 6447 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| PDS Planning, Inc | 838618 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6926 | 1313308 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 266543 | 50542 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1120927 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2254 | 427423 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10955 | 2077287 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1277279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324 | 61437 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1773830 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2138 | 405408 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| NICHOLAS COMPANY, INC. | 903949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 410378 | 77815876 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Accurate Wealth Management, LLC | 1877728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4440 | 762528 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| TEALWOOD ASSET MANAGEMENT INC | 1164062 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17577 | 3333 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Quantitative Investment Management, LLC | 1445911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7176 | 1360 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1495 | 283482 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Modern Wealth Management, LLC | 2001900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7885 | 1495237 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cox Capital Mgt LLC | 1748728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21552 | 4086647 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 93 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Encompass More Asset Management | 2011218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1482 | 281017 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| AR ASSET MANAGEMENT INC | 1080166 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4000 | 758 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Prescott Group Capital Management, L.L.C. | 1166152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1240 | 235129 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vestmark Advisory Solutions, Inc. | 1736982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42723 | 8101123 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HOWLAND CAPITAL MANAGEMENT LLC | 1079112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2930 | 555587 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Guardian Wealth Management, Inc. | 1910205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1392 | 263951 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Optivise Advisory Services LLC | 2042876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2400 | 455147 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1723223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1966 | 372793 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1973 | 374036 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Generali Investments CEE, investicni spolecnost, a.s. | 2047540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13830 | 2585526 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| AIMZ Investment Advisors, LLC | 1630365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27221 | 5159791 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keebeck Wealth Management | 1803675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1151 | 216767 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SENTINEL TRUST CO LBA | 1114739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2854 | 541 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 675 | 127994 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 71 West Capital Partners | 2111530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5676 | 1062019 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 368 | 69868 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 364 | 32833 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69688 | 13193376 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KCM INVESTMENT ADVISORS LLC | 1109228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1577 | 299031 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MV CAPITAL MANAGEMENT, INC. | 1633366 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77 | 15186 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Revolve Wealth Partners, LLC | 1808992 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1337 | 253522 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1082339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10605 | 2011005 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Park Place Capital Corp | 1965810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140 | 26547 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Signal Advisors Wealth, LLC | 2010926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2706 | 513035 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12335877 | 2339128997 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIRST COMMUNITY TRUST NA | 1130344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75 | 14019 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| CKW FINANCIAL GROUP | 1600403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 2 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2262369 | 426583 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Visionary Wealth Advisors | 1802984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2410 | 456985 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| XML Financial, LLC | 1800465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2449 | 464379 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99154 | 18802 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| POLEN CAPITAL MANAGEMENT LLC | 1034524 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18621 | 3513550 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| LifeGuide Financial Advisors, LLC | 1908585 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1328 | 251815 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Stablepoint Partners, LLC | 2011237 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11000 | 2085846 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| DNCA FINANCE | 1752759 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 581859 | 108890402 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 425 | 80589 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Wealthcare Advisory Partners LLC | 1683059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12112 | 2296119 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Paladin Wealth, LLC | 2040377 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1657 | 314167 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 255043 | 47691660 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LVM CAPITAL MANAGEMENT LTD/MI | 1053054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3705 | 703 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| SAX WEALTH ADVISORS, LLC | 1846150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1480 | 291886 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Massachusetts Wealth Management | 1966011 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1400 | 265468 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Compound Planning, Inc. | 1978879 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13906 | 2636846 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| KEYNOTE FINANCIAL SERVICES LLC | 2026127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1134 | 215029 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SeaCrest Wealth Management, LLC | 1728121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3504 | 664428 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Banque de Luxembourg S.A. | 2055344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5968 | 1128856 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11330 | 2148395 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Mayflower Financial Advisors, LLC | 1852930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1282 | 239999 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107 | 20289 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Arista Wealth Management, LLC | 1964758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2536 | 480876 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.