Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ASTRAZENECA PLC · common stock · Q1 2026 · 21 members disclosed AZN ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,101 holders are listed, largest first: 1,101
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $140B
holders whose share count rose or who opened the position (new + add), by shares: 367
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 210

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of AZN ranked by reported value, 1–25 of 1,101 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	INVESTOR AB	$10.2B	51,587,810	+51,587,810	NEW
2	VANGUARD CAPITAL MANAGEMENT LLC	$8.8B	45,040,142	—	NO PRIOR
3	Capital International Investors	$6.7B	34,393,013	+19,871,935	ADD
4	FMR LLC	$5.8B	29,601,724	+7,752,869	ADD
5	Capital World Investors	$5.5B	28,264,580	+27,350,501	ADD
6	Legal & General Group Plc	$5.0B	25,849,978	+25,553,763	ADD
7	WELLINGTON MANAGEMENT GROUP LLP	$4.6B	23,751,085	+922,839	ADD
8	BANK OF AMERICA CORP /DE/	$3.8B	19,058,327	−7,298,024	TRIM
9	VANGUARD ASSET MANAGEMENT, Ltd	$3.6B	18,535,315	—	NO PRIOR
10	JPMORGAN CHASE & CO	$3.6B	18,590,922	+18,590,922	NEW
11	PRIMECAP MANAGEMENT CO/CA/	$3.6B	18,213,708	−18,701,553	TRIM
12	FRANKLIN RESOURCES INC	$3.5B	17,792,161	−2,365,583	TRIM
13	PRUDENTIAL PLC	$3.2B	165,063	+165,063	NEW
14	Amundi	$3.0B	15,386,149	+15,375,659	ADD
15	VANGUARD FIDUCIARY TRUST CO	$2.6B	13,195,178	—	NO PRIOR
16	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.5B	12,938,604	+12,938,604	NEW
17	DEUTSCHE BANK AG\	$2.4B	12,129,724	+11,599,033	ADD
18	Janus Henderson Group Ltd.	$2.3B	11,949,424	+10,742,268	ADD
19	AVIVA PLC	$2.1B	11,087,661	+11,087,661	NEW
20	Fisher Asset Management, LLC	$2.1B	10,845,708	+10,845,708	NEW
21	ROYAL BANK OF CANADA	$2.0B	10,386,455	+7,021,126	ADD
22	ROYAL LONDON ASSET MANAGEMENT LTD	$2.0B	10,299,563	+10,299,563	NEW
23	Invesco Ltd.	$2.0B	10,103,749	+5,697,033	ADD
24	BNP Paribas Asset Management Holding S.A.	$1.5B	7,624,427	+7,186,443	ADD
25	CAUSEWAY CAPITAL MANAGEMENT LLC	$1.4B	7,421,749	+6,410,851	ADD

Show the top 500 of 1,101 holders

13F holders of AZN ranked by reported value, 26–500 of 1,101 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Sanders Capital, LLC	$1.4B	7,065,628	−7,073,780	TRIM
27	MORGAN STANLEY	$1.4B	6,969,314	−6,909,412	TRIM
28	Bank of New York Mellon Corp	$1.3B	6,667,812	+6,667,812	NEW
29	Nuveen, LLC	$1.3B	6,779,534	+6,236,966	ADD
30	Allianz Asset Management GmbH	$1.3B	6,529,961	+6,526,045	ADD
31	Swiss National Bank	$1.2B	6,174,666	+6,174,666	NEW
32	UBS Group AG	$1.2B	5,981,411	+3,102,615	ADD
33	SEB Asset Management AB	$1.2B	5,954,417	—	NO PRIOR
34	AMERIPRISE FINANCIAL INC	$1.1B	5,747,087	+5,747,087	NEW
35	BARCLAYS PLC	$1.1B	5,491,992	+5,491,992	NEW
36	ALLIANCEBERNSTEIN L.P.	$1.0B	5,279,565	+3,932,333	ADD
37	Clearbridge Investments, LLC	$1.0B	5,160,677	+956,113	ADD
38	CAISSE DES DEPOTS ET CONSIGNATIONS	$946M	4,882,468	+4,882,468	NEW
39	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$914M	4,652,246	−895,351	TRIM
40	FIL Ltd	$910M	4,654,855	+4,654,122	ADD
41	Capital Research Global Investors	$902M	4,611,176	+4,195,615	ADD
42	CIBC Bancorp USA Inc.	$870M	4,595,892	—	NO PRIOR
43	M&G Plc	$817M	4,204,199	+4,204,199	NEW
44	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$745M	3,844,540	+3,734,850	ADD
45	CITIGROUP INC	$718M	3,705,472	−2,449,288	TRIM
46	Pictet Asset Management Holding SA	$675M	3,481,864	+3,481,864	NEW
47	CREDIT AGRICOLE S A	$587M	2,977,566	+2,932,859	ADD
48	THORNBURG INVESTMENT MANAGEMENT INC	$556M	2,858,651	+2,352,666	ADD
49	Holocene Advisors, LP	$525M	2,662,887	−1,669,236	TRIM
50	Neuberger Berman Group LLC	$519M	2,635,014	+2,635,014	NEW
51	Swedbank AB	$487M	2,468,411	−1,520,928	TRIM
52	ABN AMRO Bank N.V.	$482M	2,445,171	+2,437,657	ADD
53	Lansforsakringar Fondforvaltning AB (publ)	$474M	2,438,551	+2,438,551	NEW
54	NORTHERN TRUST CORP	$459M	2,327,550	−2,429,136	TRIM
55	ENVESTNET ASSET MANAGEMENT INC	$447M	2,270,973	−1,780,673	TRIM
56	BlackRock, Inc.	$440M	2,232,189	−3,880,848	TRIM
57	LAZARD ASSET MANAGEMENT LLC	$433M	2,216,887	+879,671	ADD
58	NATIONAL BANK OF CANADA /FI/	$418M	2,137,511	−98,552	TRIM
59	PUBLIC SECTOR PENSION INVESTMENT BOARD	$415M	2,087,084	+2,087,084	NEW
60	Boston Partners	$413M	2,093,896	−2,135,896	TRIM
61	Capital International, Inc./CA/	$393M	2,009,997	+1,796,856	ADD
62	Zurcher Kantonalbank (Zurich Cantonalbank)	$386M	1,992,762	+1,992,762	NEW
63	TD ASSET MANAGEMENT INC	$383M	1,965,535	+852,694	ADD
64	BANK OF MONTREAL /CAN/	$380M	1,926,315	−1,351,422	TRIM
65	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$377M	1,942,155	+1,895,096	ADD
66	CITADEL ADVISORS LLC	$369M	1,869,793	+1,029,659	ADD
67	VOYA INVESTMENT MANAGEMENT LLC	$368M	1,869,864	−802,301	TRIM
68	LGT Group Foundation	$367M	1,890,121	+1,853,045	ADD
69	Bank Julius Baer & Co. Ltd, Zurich	$367M	1,866,132	+59,255	ADD
70	AMERICAN CENTURY COMPANIES INC	$356M	1,807,026	−1,635,779	TRIM
71	Andra AP-fonden	$347M	236,302	+236,302	NEW
72	RAYMOND JAMES FINANCIAL INC	$343M	1,736,955	−2,681,816	TRIM
73	Evelyn Partners Investment Management LLP	$325M	1,675,125	+1,667,652	ADD
74	WELLS FARGO & COMPANY/MN	$305M	1,544,632	−1,558,220	TRIM
75	MACKENZIE FINANCIAL CORP	$282M	1,444,637	−39,675	TRIM
76	Artemis Investment Management LLP	$281M	1,444,565	+1,444,565	NEW
77	Korea Investment CORP	$261M	1,345,126	+1,345,126	NEW
78	MILLENNIUM MANAGEMENT LLC	$257M	1,302,645	−1,094,298	TRIM
79	Point72 Asset Management, L.P.	$243M	1,233,965	−618,776	TRIM
80	Intesa Sanpaolo S.p.A.	$226M	1,163,193	+1,163,193	NEW
81	Alyeska Investment Group, L.P.	$210M	1,062,278	−664,517	TRIM
82	Groupe la Francaise	$191M	984,608	+984,608	NEW
83	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$186M	957,000	+957,000	NEW
84	Assenagon Asset Management S.A.	$183M	929,311	+142,227	ADD
85	Capital International Sarl	$178M	914,752	+914,752	NEW
86	MUFG Securities EMEA plc	$168M	863,980	+863,980	NEW
87	JANE STREET GROUP, LLC	$167M	844,701	+844,701	NEW
88	Allspring Global Investments Holdings, LLC	$166M	828,369	−800,402	TRIM
89	ASR Vermogensbeheer N.V.	$163M	841,921	+841,921	NEW
90	SATURNA CAPITAL CORP	$162M	821,571	+821,571	NEW
91	OMERS ADMINISTRATION Corp	$160M	826,368	+826,368	NEW
92	Vanguard Investments Australia, Ltd.	$151M	770,830	—	NO PRIOR
93	TRUIST FINANCIAL CORP	$149M	754,121	−784,559	TRIM
94	CRAWFORD INVESTMENT COUNSEL INC	$147M	744,724	−794,239	TRIM
95	Generali Asset Management SPA SGR	$140M	954,783	+954,783	NEW
96	STIFEL FINANCIAL CORP	$135M	684,404	−604,451	TRIM
97	SEI INVESTMENTS CO	$135M	683,752	−282,483	TRIM
98	ORBIMED ADVISORS LLC	$132M	670,200	+670,200	NEW
99	JENNISON ASSOCIATES LLC	$131M	663,945	−2,698,901	TRIM
100	CANADA PENSION PLAN INVESTMENT BOARD	$129M	661,545	+661,545	NEW
101	LPL Financial LLC	$129M	651,601	−501,271	TRIM
102	Zurich Insurance Group Ltd/FI	$127M	657,228	+657,228	NEW
103	GROUPAMA ASSET MANAGMENT	$127M	863,629	+863,629	NEW
104	PARNASSUS INVESTMENTS, LLC	$127M	642,138	−595,581	TRIM
105	1832 Asset Management L.P.	$126M	641,315	+62,265	ADD
106	Man Group plc	$122M	628,476	+628,476	NEW
107	Clark Capital Management Group, Inc.	$118M	600,052	−693,117	TRIM
108	DNCA FINANCE	$107M	552,889	+552,889	NEW
109	Evelyn Partners Investment Management Services Ltd	$96.8M	498,147	+497,873	ADD
110	STATE OF WISCONSIN INVESTMENT BOARD	$96.6M	498,704	+498,704	NEW
111	PRINCIPAL FINANCIAL GROUP INC	$96.0M	487,032	−638,220	TRIM
112	HighTower Advisors, LLC	$93.8M	475,948	−489,299	TRIM
113	Rockefeller Capital Management L.P.	$93.2M	473,389	−181,050	TRIM
114	CAPITAL INTERNATIONAL LTD /CA/	$92.3M	472,311	+472,311	NEW
115	Sofinnova Investments, Inc.	$89.9M	456,031	−1,176,303	TRIM
116	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$89.3M	452,905	+258,040	ADD
117	Vanguard Global Advisers, LLC	$82.9M	423,972	—	NO PRIOR
118	HARDING LOEVNER LP	$80.5M	410,787	+410,787	NEW
119	Compagnie Lombard Odier SCmA	$79.6M	410,771	+410,771	NEW
120	EDMOND DE ROTHSCHILD HOLDING S.A.	$78.1M	401,553	+401,553	NEW
121	Aberdeen Group plc	$76.6M	388,152	−453,422	TRIM
122	ZWJ INVESTMENT COUNSEL INC	$76.4M	387,261	−376,048	TRIM
123	Qube Research & Technologies Ltd	$75.3M	382,048	+382,048	NEW
124	Harvest Portfolios Group Inc.	$74.5M	377,620	−377,193	TRIM
125	Mariner, LLC	$73.3M	371,923	−318,396	TRIM
126	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$72.8M	368,969	−378,591	TRIM
127	AQR CAPITAL MANAGEMENT LLC	$71.9M	369,802	+257,843	ADD
128	Temasek Holdings (Private) Ltd	$70.9M	365,554	+365,554	NEW
129	BLI - Banque de Luxembourg Investments	$69.0M	372,869	+372,869	NEW
130	Cerity Partners LLC	$59.2M	301,215	−272,190	TRIM
131	Vontobel Holding Ltd.	$56.1M	288,690	+280,299	ADD
132	Migdal Insurance & Financial Holdings Ltd.	$55.9M	286,000	+286,000	NEW
133	CIDEL ASSET MANAGEMENT INC	$55.1M	279,490	−282,941	TRIM
134	STATE STREET CORP	$53.8M	273,014	−569,143	TRIM
135	ONTARIO TEACHERS PENSION PLAN BOARD	$52.4M	265,640	−307,012	TRIM
136	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$51.6M	261,537	−160,846	TRIM
137	USS Investment Management Ltd	$49.6M	255,467	+255,467	NEW
138	Integral Health Asset Management, LLC	$49.3M	250,000	−100,000	TRIM
139	FIRST TRUST ADVISORS LP	$48.7M	247,584	−624,072	TRIM
140	Capital Group Private Client Services, Inc.	$47.1M	241,824	+157,797	ADD
141	Quantinno Capital Management LP	$46.2M	235,094	−142,019	TRIM
142	Creative Planning	$46.0M	233,193	−130,386	TRIM
143	FARALLON CAPITAL MANAGEMENT, L.L.C.	$44.7M	226,499	—	NO PRIOR
144	TRILLIUM ASSET MANAGEMENT, LLC	$44.4M	263,507	−218,473	TRIM
145	Skandinaviska Enskilda Banken AB (publ)	$43.8M	222,078	+222,078	NEW
146	Cetera Investment Advisers	$43.4M	222,657	−190,474	TRIM
147	Tidal Investments LLC	$42.2M	216,729	+194,586	ADD
148	Pictet North America Advisors SA	$42.0M	216,936	+124,026	ADD
149	SCOTIA CAPITAL INC.	$41.7M	211,351	−250,203	TRIM
150	NatWest Group plc	$40.3M	204,367	+204,367	NEW
151	TWO SIGMA INVESTMENTS, LP	$40.0M	203,026	−1,977,450	TRIM
152	Osmosis Investment Management UK Ltd	$38.6M	199,294	+199,294	NEW
153	CHILTON CAPITAL MANAGEMENT LLC	$38.1M	193,059	−204,072	TRIM
154	BANQUE PICTET & CIE SA	$37.9M	195,810	+195,810	NEW
155	ASSETMARK, INC	$37.7M	191,107	−144,280	TRIM
156	Main Street Research LLC	$37.6M	190,644	−180,573	TRIM
157	EFG International AG	$35.1M	178,185	+178,185	NEW
158	BECKER CAPITAL MANAGEMENT INC	$34.9M	176,914	−185,468	TRIM
159	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$33.7M	170,651	−160,733	TRIM
160	Pathstone Holdings, LLC	$33.6M	170,432	−216,700	TRIM
161	GUARDIAN CAPITAL LP	$33.6M	170,252	+104,779	ADD
162	Maryland State Retirement & Pension System	$33.0M	169,590	+169,590	NEW
163	J. Safra Sarasin Holding AG	$32.7M	168,752	+166,477	ADD
164	Federation des caisses Desjardins du Quebec	$32.6M	168,010	−6,063	TRIM
165	CHANNING GLOBAL ADVISORS, LLC	$32.5M	167,622	+167,622	NEW
166	BALYASNY ASSET MANAGEMENT L.P.	$29.3M	148,684	−929,696	TRIM
167	FLPUTNAM INVESTMENT MANAGEMENT CO	$29.3M	148,419	−187,139	TRIM
168	KORNITZER CAPITAL MANAGEMENT INC /KS	$29.0M	147,009	+147,009	NEW
169	Cumberland Partners Ltd	$28.7M	145,746	+20,334	ADD
170	Foresight Global Investors, Inc.	$28.7M	145,297	−145,375	TRIM
171	MetLife Investment Management, LLC	$28.6M	147,386	+147,386	NEW
172	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$27.9M	143,864	+143,864	NEW
173	NEW YORK STATE COMMON RETIREMENT FUND	$27.9M	141,415	+141,415	NEW
174	BARINGS LLC	$27.8M	143,032	+143,032	NEW
175	MML INVESTORS SERVICES, LLC	$27.6M	140,117	−165,519	TRIM
176	Martin Investment Management, LLC	$27.6M	140,080	−169,427	TRIM
177	Phoenix Financial Ltd.	$27.5M	139,398	−665,002	TRIM
178	US BANCORP \DE\	$27.4M	139,073	−120,030	TRIM
179	TD Waterhouse Canada Inc.	$27.1M	135,577	+107,176	ADD
180	Epoch Investment Partners, Inc.	$27.0M	137,132	−689,962	TRIM
181	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$26.9M	136,541	+106,727	ADD
182	CAMBIAR INVESTORS LLC	$26.3M	133,599	−142,551	TRIM
183	Capital Wealth Planning, LLC	$26.3M	133,597	−72,792	TRIM
184	Baird Financial Group, Inc.	$26.3M	133,378	+133,378	NEW
185	M&T BANK CORP	$24.5M	124,179	−89,583	TRIM
186	Fiera Capital Corp	$24.4M	123,765	+114,850	ADD
187	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$24.2M	124,535	+124,535	NEW
188	SILVERCREST ASSET MANAGEMENT GROUP LLC	$24.1M	122,435	+122,435	NEW
189	MACQUARIE GROUP LTD	$23.7M	120,191	+120,191	NEW
190	Waverly Advisors, LLC	$23.4M	119,336	−118,483	TRIM
191	EDENTREE ASSET MANAGEMENT Ltd	$22.7M	117,184	+117,184	NEW
192	Curi Capital, LLC	$22.2M	112,406	+3,825	ADD
193	BOONE CAPITAL MANAGEMENT LLC	$21.7M	110,101	−110,100	TRIM
194	COMMONWEALTH EQUITY SERVICES, LLC	$21.5M	109,247	−119,478	TRIM
195	Western Wealth Management, LLC	$21.2M	1,446	+1,446	NEW
196	ExodusPoint Capital Management, LP	$21.1M	106,832	−41,423	TRIM
197	INTECH INVESTMENT MANAGEMENT LLC	$21.1M	108,700	+108,700	NEW
198	Gradient Investments LLC	$20.7M	104,776	−79,669	TRIM
199	LGT Fund Management Co Ltd.	$20.2M	103,991	+64,033	ADD
200	BLAIR WILLIAM & CO/IL	$19.8M	100,622	−110,562	TRIM
201	Vestal Point Capital, LP	$19.7M	100,000	+100,000	NEW
202	WORLDQUANT MILLENNIUM ADVISORS LLC	$19.6M	100,830	+100,830	NEW
203	Capital Group Investment Management Pte. Ltd.	$19.3M	99,013	+99,013	NEW
204	QRG CAPITAL MANAGEMENT, INC.	$19.2M	97,737	−77,977	TRIM
205	Optiver Holding B.V.	$18.8M	95,433	+95,433	NEW
206	Artia Global Partners LP	$18.8M	95,376	−95,376	TRIM
207	Apollon Wealth Management, LLC	$18.6M	94,445	+29,216	ADD
208	SALT Holding Corp.	$18.4M	93,250	−93,250	TRIM
209	111 Capital	$18.2M	93,536	+93,536	NEW
210	SCS Capital Management LLC	$17.0M	87,349	+55,293	ADD
211	Vestmark Advisory Solutions, Inc.	$16.7M	84,737	−77,217	TRIM
212	OSSIAM	$16.5M	85,120	+85,120	NEW
213	Mitsubishi UFJ Trust & Banking Corp	$16.1M	83,239	+83,239	NEW
214	Tower Research Capital LLC (TRC)	$15.9M	80,835	+25,329	ADD
215	Orion Porfolio Solutions, LLC	$15.8M	80,263	−80,127	TRIM
216	Longaeva Partners L.P.	$15.8M	80,130	+80,130	NEW
217	Chesley Taft & Associates LLC	$15.5M	78,802	−73,948	TRIM
218	BAILARD, INC.	$15.5M	78,509	−80,504	TRIM
219	MERCER GLOBAL ADVISORS INC /ADV	$15.1M	76,396	−52,882	TRIM
220	Hilton Capital Management, LLC	$14.6M	73,991	−71,341	TRIM
221	PARK NATIONAL CORP /OH/	$14.5M	73,331	+73,331	NEW
222	HUB Investment Partners, LLC	$14.2M	72,008	−56,627	TRIM
223	&PARTNERS	$13.9M	70,365	−64,759	TRIM
224	CIBC Asset Management Inc	$13.8M	69,747	−184,109	TRIM
225	Vanguard Personalized Indexing Management, LLC	$13.7M	69,697	−72,758	TRIM
226	Smith Salley Wealth Management	$13.6M	68,919	−66,686	TRIM
227	OSAIC HOLDINGS, INC.	$13.6M	69,417	−113,468	TRIM
228	Focus Partners Wealth	$13.6M	68,950	−58,952	TRIM
229	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$13.4M	68,041	−353,078	TRIM
230	Callan Family Office, LLC	$13.1M	66,457	−62,676	TRIM
231	MARATHON CAPITAL MANAGEMENT	$12.9M	65,175	−92,572	TRIM
232	ALLIANZ SE	$12.8M	66,248	+57,355	ADD
233	Atria Investments, Inc	$12.8M	64,858	−60,687	TRIM
234	Bleakley Financial Group, LLC	$12.7M	64,226	−23,183	TRIM
235	BAMCO INC /NY/	$12.6M	63,835	−71,190	TRIM
236	OPPENHEIMER ASSET MANAGEMENT INC.	$12.5M	63,332	+63,332	NEW
237	AXIOM INVESTORS LLC /DE	$12.4M	62,728	+62,728	NEW
238	SPHERA FUNDS MANAGEMENT LTD.	$12.3M	62,530	−72,530	TRIM
239	Banque Transatlantique SA	$12.1M	62,182	+61,780	ADD
240	Azimuth Capital Investment Management LLC	$11.5M	58,545	−57,925	TRIM
241	DODGE & COX	$11.3M	57,474	−63,569	TRIM
242	Value Partners Investments Inc.	$11.3M	58,415	+58,415	NEW
243	Prospera Financial Services Inc	$10.9M	55,430	−55,584	TRIM
244	ANCHOR CAPITAL ADVISORS LLC	$10.8M	54,763	−56,580	TRIM
245	HOWE & RUSLING INC	$10.5M	53,182	+53,182	NEW
246	Advisors Asset Management, Inc.	$10.5M	53,077	−26,653	TRIM
247	Ensign Peak Advisors, Inc	$10.4M	53,761	+53,761	NEW
248	Private Advisor Group, LLC	$10.4M	52,611	−51,082	TRIM
249	Laird Norton Wetherby Trust Company, LLC	$10.0M	50,631	−51,087	TRIM
250	QUADRANT CAPITAL GROUP LLC	$10.0M	50,521	−48,408	TRIM
251	Penobscot Investment Management Company, Inc.	$9.9M	50,083	−33,456	TRIM
252	OAK RIDGE INVESTMENTS LLC	$9.8M	49,482	−48,181	TRIM
253	PLATINUM INVESTMENT MANAGEMENT LTD	$9.3M	48,088	+48,088	NEW
254	Pinnacle Financial Partners, Inc.	$9.1M	46,263	−37,528	TRIM
255	CIBC WORLD MARKET INC.	$9.1M	46,683	+46,683	NEW
256	ELEVATION POINT WEALTH PARTNERS, LLC	$8.9M	45,217	+30,746	ADD
257	GQG Partners LLC	$8.9M	45,524	−56,848	TRIM
258	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$8.7M	44,163	−42,044	TRIM
259	Covenant Asset Management, LLC	$8.6M	43,855	+39,721	ADD
260	Kestra Advisory Services, LLC	$8.6M	43,828	−56,779	TRIM
261	FEDERATED HERMES, INC.	$8.6M	43,585	−51,705	TRIM
262	Metis Global Partners, LLC	$8.5M	43,779	+43,779	NEW
263	RWA WEALTH PARTNERS, LLC	$8.3M	42,246	−41,578	TRIM
264	Lido Advisors, LLC	$8.3M	42,073	−89,689	TRIM
265	Schonfeld Strategic Advisors LLC	$8.3M	42,071	−39,976	TRIM
266	Goelzer Investment Management, Inc.	$8.2M	41,673	−40,863	TRIM
267	RITHOLTZ WEALTH MANAGEMENT	$8.2M	41,656	−46,599	TRIM
268	Sava Infond d.o.o.	$8.1M	41,890	+41,890	NEW
269	Boston Common Asset Management, LLC	$8.1M	40,960	−42,464	TRIM
270	Oxbow Advisors, LLC	$8.0M	40,552	−37,736	TRIM
271	WealthPlan Investment Management, LLC	$8.0M	40,405	−45,657	TRIM
272	KEYBANK NATIONAL ASSOCIATION/OH	$7.9M	40,168	+40,168	NEW
273	NewEdge Advisors, LLC	$7.7M	38,841	+38,841	NEW
274	Henry James International Management Inc.	$7.6M	38,492	+38,492	NEW
275	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$7.5M	38,513	−140,246	TRIM
276	EAGLE GLOBAL ADVISORS LLC	$7.4M	37,481	−15,721	TRIM
277	TRIGLAV INVESTMENTS, D.O.O.	$7.2M	36,618	−63,617	TRIM
278	IEQ CAPITAL, LLC	$7.1M	35,970	−34,419	TRIM
279	Ethic Inc.	$7.0M	35,606	+35,606	NEW
280	Orca Wealth Management, LLC	$6.8M	34,643	+34,643	NEW
281	Americana Partners, LLC	$6.8M	34,660	+34,660	NEW
282	Calamos Advisors LLC	$6.7M	33,768	+20,890	ADD
283	SHERMAN PORFOLIOS, LLC	$6.6M	33,343	−30,085	TRIM
284	EVERGREEN CAPITAL MANAGEMENT LLC	$6.5M	33,103	−31,939	TRIM
285	Rossmore Private Capital	$6.5M	33,683	−32,709	TRIM
286	Wilmington Savings Fund Society, FSB	$6.5M	32,708	−33,742	TRIM
287	AZZAD ASSET MANAGEMENT INC /ADV	$6.4M	32,691	−32,261	TRIM
288	PITTENGER & ANDERSON INC	$6.4M	32,472	−32,448	TRIM
289	PINKERTON WEALTH, LLC	$6.4M	69,281	−752	TRIM
290	Te Ahumairangi Investment Management Ltd	$6.3M	32,489	+32,489	NEW
291	DAVENPORT & Co LLC	$6.2M	31,297	−17,758	TRIM
292	Naviter Wealth, LLC	$6.2M	31,249	−28,764	TRIM
293	Plato Investment Management Ltd	$6.2M	31,725	+31,725	NEW
294	Cinctive Capital Management LP	$6.1M	30,971	+26,892	ADD
295	VANGUARD PORTFOLIO MANAGEMENT LLC	$6.1M	31,205	—	NO PRIOR
296	Steward Partners Investment Advisory, LLC	$6.0M	30,674	−24,399	TRIM
297	PRINCIPAL SECURITIES, INC.	$6.0M	30,501	−29,026	TRIM
298	Patten Group, Inc.	$5.9M	30,089	−35,317	TRIM
299	GLOBALT Investments LLC / GA	$5.9M	29,788	−32,623	TRIM
300	KENNEDY CAPITAL MANAGEMENT LLC	$5.7M	28,837	+28,837	NEW
301	BRANDYWINE OAK PRIVATE WEALTH LLC	$5.7M	28,812	−32,357	TRIM
302	Westerkirk Capital Inc.	$5.7M	28,729	+23,264	ADD
303	BENJAMIN EDWARDS INC	$5.7M	29,240	−30,124	TRIM
304	NewEdge Wealth, LLC	$5.7M	28,697	−27,417	TRIM
305	Vident Advisory, LLC	$5.5M	28,032	−21,559	TRIM
306	Bryn Mawr Trust Advisors, LLC	$5.5M	27,758	−27,644	TRIM
307	Ramirez Asset Management, Inc.	$5.4M	27,509	+27,509	NEW
308	AIMZ Investment Advisors, LLC	$5.4M	27,296	−28,485	TRIM
309	Calamos Wealth Management LLC	$5.4M	27,227	−4,322	TRIM
310	OpenArc Corporate Advisory, LLC	$5.3M	26,651	−1,470	TRIM
311	Fiduciary Group, LLC	$5.2M	26,565	−25,640	TRIM
312	Brookmont Capital Management	$5.1M	26,027	−24,328	TRIM
313	POLEN CAPITAL MANAGEMENT LLC	$5.1M	26,046	+26,046	NEW
314	Simplify Asset Management Inc.	$5.1M	25,818	−45,162	TRIM
315	WCG Wealth Advisors LLC	$5.1M	25,758	−10,125	TRIM
316	Atlantic Union Bankshares Corp	$5.0M	25,273	−26,953	TRIM
317	Robbins Farley	$5.0M	25,137	−24,769	TRIM
318	NAPLES GLOBAL ADVISORS, LLC	$4.9M	25,082	−26,162	TRIM
319	D. E. Shaw & Co., Inc.	$4.9M	25,005	−16,432	TRIM
320	Brooklyn Investment Group	$4.8M	24,472	−92,429	TRIM
321	Samjo Management, LLC	$4.8M	24,665	−26,300	TRIM
322	JAMES INVESTMENT RESEARCH, INC.	$4.7M	24,071	−23,121	TRIM
323	HM PAYSON & CO	$4.7M	23,991	−27,526	TRIM
324	AMG National Trust Bank	$4.7M	23,921	−22,793	TRIM
325	Aviso Financial Inc.	$4.7M	23,786	−22,607	TRIM
326	Concurrent Investment Advisors, LLC	$4.6M	23,353	−26,887	TRIM
327	Clayton Partners LLC	$4.6M	23,144	−22,995	TRIM
328	MGO ONE SEVEN LLC	$4.5M	22,925	−28,126	TRIM
329	Sound View Wealth Advisors Group, LLC	$4.5M	22,870	−24,236	TRIM
330	MOODY LYNN LIEBERSON & WALKER, LLC	$4.5M	22,732	+22,732	NEW
331	Dynasty Wealth Management, LLC	$4.5M	22,694	−1,088	TRIM
332	Beacon Pointe Advisors, LLC	$4.5M	22,659	−7,400	TRIM
333	D.A. DAVIDSON & CO.	$4.4M	22,421	−1,896	TRIM
334	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$4.4M	22,244	+22,244	NEW
335	CHOREO, LLC	$4.4M	22,249	−28,192	TRIM
336	Evelyn Partners Investment Management (Europe) Ltd	$4.3M	21,991	+21,991	NEW
337	Madison Asset Management, LLC	$4.2M	21,436	+21,436	NEW
338	GeoWealth Management, LLC	$4.2M	21,061	−14,718	TRIM
339	Coppell Advisory Solutions LLC	$4.1M	21,183	+4,051	ADD
340	GC Wealth Management RIA, LLC	$4.0M	20,528	−14,873	TRIM
341	LMR Partners LLP	$4.0M	20,425	−1,396,473	TRIM
342	Sequoia Financial Advisors, LLC	$4.0M	20,285	−19,406	TRIM
343	Ballentine Partners, LLC	$4.0M	20,254	−16,369	TRIM
344	EXENCIAL WEALTH ADVISORS, LLC	$4.0M	20,162	−16,651	TRIM
345	Evelyn Partners Asset Management Ltd	$3.9M	20,317	−2,614	TRIM
346	PARADIGM ASSET MANAGEMENT CO LLC	$3.9M	20,300	0	NO CHANGE
347	Summit Trail Advisors, LLC	$3.9M	20,119	+10,405	ADD
348	Bank Pictet & Cie (Europe) AG	$3.9M	20,056	+20,056	NEW
349	Mirae Asset Global Investments Co., Ltd.	$3.9M	19,596	−303,633	TRIM
350	CHANNEL WEALTH LLC	$3.8M	19,485	−28,468	TRIM
351	Empowered Funds, LLC	$3.8M	19,430	+19,430	NEW
352	Lighthouse Investment Partners, LLC	$3.8M	19,335	+19,335	NEW
353	Foundation Wealth Management, LLC\PA	$3.8M	19,111	−19,300	TRIM
354	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$3.7M	19,005	−14,364	TRIM
355	PINNACLE ASSOCIATES LTD	$3.7M	18,836	−14,723	TRIM
356	Summit Financial, LLC	$3.7M	18,729	+8,252	ADD
357	Compound Planning, Inc.	$3.7M	18,570	−24,013	TRIM
358	Snowden Capital Advisors LLC	$3.6M	18,787	−19,737	TRIM
359	Marks Group Wealth Management, Inc	$3.6M	18,442	−19,345	TRIM
360	Gray Foundation	$3.6M	18,268	−18,269	TRIM
361	Third View Private Wealth, LLC	$3.6M	18,064	−14,027	TRIM
362	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	$3.5M	18,000	−3,400	TRIM
363	KESTRA PRIVATE WEALTH SERVICES, LLC	$3.5M	17,524	−11,185	TRIM
364	SEARLE & CO.	$3.4M	17,675	−17,675	TRIM
365	Envestnet Portfolio Solutions, Inc.	$3.4M	17,331	−38,997	TRIM
366	Westview Management dba Westview Investment Advisors	$3.4M	17,007	−22,129	TRIM
367	FIRST FOUNDATION ADVISORS	$3.3M	16,959	−106,968	TRIM
368	IAMS WEALTH MANAGEMENT, LLC	$3.3M	16,578	−4,793	TRIM
369	Bank OZK	$3.2M	16,454	−7,878	TRIM
370	FOUNDERS FINANCIAL SECURITIES LLC	$3.2M	15,783	−16,494	TRIM
371	ALTFEST L J & CO INC	$3.2M	16,309	+1,521	ADD
372	Verdence Capital Advisors LLC	$3.1M	15,937	−21,360	TRIM
373	Columbus Macro, LLC	$3.1M	15,934	−16,238	TRIM
374	MONEY CONCEPTS CAPITAL CORP	$3.1M	15,801	−17,007	TRIM
375	Equitable Holdings, Inc.	$3.0M	15,128	−8,314	TRIM
376	Generali Investments CEE, investicni spolecnost, a.s.	$3.0M	15,328	+15,328	NEW
377	Qtron Investments LLC	$3.0M	14,990	−14,980	TRIM
378	Jefferies Financial Group Inc.	$2.9M	14,788	+6,812	ADD
379	EP Wealth Advisors, LLC	$2.9M	14,560	−14,657	TRIM
380	NTV ASSET MANAGEMENT LLC	$2.8M	14,339	−15,113	TRIM
381	LEVEL FOUR ADVISORY SERVICES, LLC	$2.8M	14,289	+14,289	NEW
382	Purpose Unlimited Inc.	$2.8M	14,239	−59,251	TRIM
383	Blue Trust, Inc.	$2.8M	14,103	−3,890	TRIM
384	GUGGENHEIM CAPITAL LLC	$2.8M	14,101	−181,501	TRIM
385	World Investment Advisors	$2.7M	13,779	−13,319	TRIM
386	SIGNET FINANCIAL MANAGEMENT, LLC	$2.7M	13,656	−14,243	TRIM
387	Sterling Capital Management LLC	$2.6M	13,377	+13,377	NEW
388	Great Lakes Retirement, Inc.	$2.6M	13,309	+13,309	NEW
389	YOUSIF CAPITAL MANAGEMENT, LLC	$2.6M	13,239	+13,239	NEW
390	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$2.6M	13,138	+13,138	NEW
391	Merit Financial Group, LLC	$2.6M	13,097	−22,089	TRIM
392	FULCRUM WEALTH ADVISORS, LLC	$2.6M	13,034	+13,034	NEW
393	PRINCETON CAPITAL MANAGEMENT LLC	$2.6M	13,079	−9,939	TRIM
394	MAI Capital Management	$2.5M	12,860	−7,331	TRIM
395	Aurora Investment Counsel	$2.5M	12,834	+12,834	NEW
396	Frank, Rimerman Advisors LLC	$2.5M	12,644	−12,524	TRIM
397	Wealthcare Advisory Partners LLC	$2.4M	11,943	−11,601	TRIM
398	Perigon Wealth Management, LLC	$2.3M	11,771	−11,288	TRIM
399	STEPHENS INC /AR/	$2.3M	11,625	−12,531	TRIM
400	OneDigital Investment Advisors LLC	$2.3M	11,604	−12,850	TRIM
401	Obermeyer Wealth Partners	$2.3M	11,584	+11,584	NEW
402	Dorsey & Whitney Trust CO LLC	$2.3M	11,570	−10,858	TRIM
403	Parrish Capital LLC	$2.3M	11,555	—	NO PRIOR
404	Twin Tree Management, LP	$2.3M	11,420	−8,211	TRIM
405	OPPENHEIMER & CO INC	$2.2M	11,370	+11,370	NEW
406	XXI WEALTH, LLC	$2.2M	11,247	−12,618	TRIM
407	AlphaCentric Advisors LLC	$2.2M	11,232	−10,011	TRIM
408	FIFTH THIRD BANCORP	$2.2M	11,209	+3,629	ADD
409	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.2M	11,855	+7,681	ADD
410	PICTON MAHONEY ASSET MANAGEMENT	$2.2M	11,218	+8,398	ADD
411	MMBG INVESTMENT ADVISORS CO.	$2.2M	10,979	−17,400	TRIM
412	J.W. COLE ADVISORS, INC.	$2.2M	10,930	−10,115	TRIM
413	Spartan Wealth Advisory Services LLC	$2.2M	10,918	—	NO PRIOR
414	RHUMBLINE ADVISERS	$2.1M	10,750	+10,750	NEW
415	Stablepoint Partners, LLC	$2.1M	10,742	−12,047	TRIM
416	PERSONAL CFO SOLUTIONS, LLC	$2.1M	10,517	−9,628	TRIM
417	VISTA INVESTMENT MANAGEMENT	$2.1M	10,453	−10,762	TRIM
418	POTOMAC FUND MANAGEMENT INC /ADV	$2.1M	10,398	−10,339	TRIM
419	BROWN ADVISORY INC	$2.0M	10,380	−9,741	TRIM
420	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$2.0M	10,355	+10,355	NEW
421	Smartleaf Asset Management LLC	$2.0M	10,439	−18,155	TRIM
422	SAGESPRING WEALTH PARTNERS, LLC	$2.0M	10,075	−10,160	TRIM
423	INTRUST BANK NA	$2.0M	10,038	−6,874	TRIM
424	EXCHANGE TRADED CONCEPTS, LLC	$1.9M	9,819	−5,604	TRIM
425	Pinnacle Wealth Planning Services, Inc.	$1.9M	9,781	−11,532	TRIM
426	Athena Wealth Management, LLC	$1.9M	9,691	—	NO PRIOR
427	Checchi Capital Advisers, LLC	$1.9M	9,642	−10,081	TRIM
428	Squarepoint Ops LLC	$1.9M	9,582	+9,582	NEW
429	Laurion Capital Management LP	$1.9M	9,500	−9,500	TRIM
430	Magnetar Financial LLC	$1.9M	9,449	+9,449	NEW
431	Cornerstone Planning, LLC	$1.9M	9,421	+9,421	NEW
432	Savant Capital, LLC	$1.8M	9,325	−8,539	TRIM
433	Engineers Gate Manager LP	$1.8M	9,307	+9,307	NEW
434	SIH Partners, LLLP	$1.8M	9,249	−2,896	TRIM
435	COLDSTREAM CAPITAL MANAGEMENT INC	$1.8M	9,177	−7,970	TRIM
436	Dynamic Advisor Solutions LLC	$1.8M	9,173	−9,023	TRIM
437	Monte Financial Group, LLC	$1.8M	9,071	−11,408	TRIM
438	Castle Hook Partners LP	$1.8M	8,967	+734	ADD
439	VICTORY CAPITAL MANAGEMENT INC	$1.8M	11,255	+11,255	NEW
440	CENTRAL TRUST Co	$1.7M	8,830	−5,883	TRIM
441	FIGURE 8 INVESTMENT STRATEGIES LLC	$1.7M	8,822	−7,207	TRIM
442	CWM, LLC	$1.7M	8,792	−10,175	TRIM
443	WEALTH ALLIANCE, LLC	$1.7M	8,755	−10,175	TRIM
444	COOKSON PEIRCE & CO INC	$1.7M	8,635	−6,985	TRIM
445	U.S. Capital Wealth Advisors, LLC	$1.7M	8,532	−8,367	TRIM
446	Allworth Financial LP	$1.7M	8,461	−7,490	TRIM
447	Sigma Planning Corp	$1.7M	8,434	−2,086	TRIM
448	Diversified Trust Co	$1.6M	8,324	+1,938	ADD
449	Gibbs Wealth Management	$1.6M	8,293	−3,351	TRIM
450	Ascent Group, LLC	$1.6M	8,256	−7,511	TRIM
451	PCM Encore, LLC	$1.6M	8,107	−7,276	TRIM
452	Sowell Financial Services LLC	$1.6M	8,093	−8,981	TRIM
453	Comprehensive Financial Consultants Institutional, Inc.	$1.5M	7,833	−8,010	TRIM
454	SIMPLEX TRADING, LLC	$1.5M	7,753	+7,753	NEW
455	WESTPORT ASSET MANAGEMENT INC	$1.5M	7,500	−7,500	TRIM
456	First Affirmative Financial Network	$1.5M	7,477	—	NO PRIOR
457	HANCOCK WHITNEY CORP	$1.5M	7,870	−8,409	TRIM
458	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$1.5M	7,467	−7,123	TRIM
459	Gateway Wealth Partners, LLC	$1.5M	7,433	+7,433	NEW
460	DENALI ADVISORS LLC	$1.4M	7,319	−6,680	TRIM
461	MASECO LLP	$1.4M	7,410	+7,410	NEW
462	FULTON BANK, N.A.	$1.4M	7,295	−8,127	TRIM
463	Indivisible Partners	$1.4M	7,253	−5,790	TRIM
464	GKV Capital Management Co., Inc.	$1.4M	7,342	−1,658	TRIM
465	Cresset Asset Management, LLC	$1.4M	7,204	−5,323	TRIM
466	MITCHELL & PAHL PRIVATE WEALTH, LLC	$1.4M	7,142	−7,146	TRIM
467	West Family Investments, Inc.	$1.4M	7,120	−12,231	TRIM
468	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$1.4M	7,116	−6,862	TRIM
469	PRELUDE CAPITAL MANAGEMENT, LLC	$1.4M	7,160	+7,160	NEW
470	Mattson Financial Services, LLC	$1.4M	7,028	−4,575	TRIM
471	Rehmann Capital Advisory Group	$1.4M	7,001	−6,923	TRIM
472	PDS Planning, Inc	$1.4M	6,970	−4,882	TRIM
473	SeaCrest Wealth Management, LLC	$1.4M	6,960	−7,120	TRIM
474	SBI Okasan Asset Management Co.Ltd.	$1.4M	7,025	−18,012	TRIM
475	Carnegie Investment Counsel	$1.4M	6,895	−6,035	TRIM
476	Moors & Cabot, Inc.	$1.4M	6,886	−6,786	TRIM
477	Town & Country Bank & Trust CO dba First Bankers Trust CO	$1.4M	6,851	−6,853	TRIM
478	Optas, LLC	$1.3M	6,839	−7,018	TRIM
479	Fideuram Asset Management (Ireland) dac	$1.3M	9,708	+9,708	NEW
480	Numerai GP LLC	$1.3M	6,829	+6,829	NEW
481	AE Wealth Management LLC	$1.3M	6,789	−9,406	TRIM
482	Brevan Howard Capital Management LP	$1.3M	6,750	+6,750	NEW
483	Lebenthal Global Advisors, LLC	$1.3M	6,745	−6,534	TRIM
484	HOHIMER WEALTH MANAGEMENT, LLC	$1.3M	6,719	−14,428	TRIM
485	Quadrature Capital Ltd	$1.3M	6,705	−346	TRIM
486	FIDUCIARY TRUST CO	$1.3M	6,797	+6,797	NEW
487	Abel Hall, LLC	$1.3M	6,671	+253	ADD
488	LEAVELL INVESTMENT MANAGEMENT, INC.	$1.3M	6,667	+6,667	NEW
489	Aaron Wealth Advisors LLC	$1.3M	6,644	−21,340	TRIM
490	Malaga Cove Capital, LLC	$1.3M	6,628	−7,358	TRIM
491	Caldwell Trust Co	$1.3M	6,618	−4,402	TRIM
492	Arax Advisory Partners	$1.3M	6,722	−8,454	TRIM
493	VELA Investment Management, LLC	$1.3M	6,592	+6,592	NEW
494	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$1.3M	6,651	+2,979	ADD
495	44 WEALTH MANAGEMENT LLC	$1.3M	6,536	−6,671	TRIM
496	GTS SECURITIES LLC	$1.3M	6,500	+3,881	ADD
497	LONDON CO OF VIRGINIA	$1.3M	6,470	+6,470	NEW
498	COZAD ASSET MANAGEMENT INC	$1.3M	6,560	−6,393	TRIM
499	Avestar Capital, LLC	$1.3M	6,487	−7,546	TRIM
500	LVW Advisors, LLC	$1.3M	6,340	−5,805	TRIM

Truncated by Public Filings. Top 500 of 1,101 holders shown; the rest are on EDGAR. Method ↗

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · AZN

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 1 Gotham Asset Management $566K held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · ASTRAZENECA PLC

Merged timeline of congressional filings and notable-manager moves on AZN
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	TRIM	−1,301 sh

1 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.