Who holds AZNticker 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 · COM · quarter ended 2026-03-31 · 21 members disclosed AZN ↗

1,101

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$140B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

367

addsholders whose share count rose or who opened the position (new + add), by shares

235

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of AZN ranked by reported value
#	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
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

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · AZN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $16K–$65K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · ASTRAZENECA PLC

Merged timeline of congressional filings and notable-manager moves on AZN
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$15K–$50K
2026-05-15	Gotham Asset Management 13F	trim	−1,301 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

21 members of Congress disclosed AZN — the congressional view ↗