Public record / Tickers / AZN

AZN — ASTRAZENECA PLC

Both disclosure regimes on one name: who in Congress filed about AZN, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
42
all PTR rows naming AZN
Members · 12m
5
7 buys · 3 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $100K–$250K

Sale · traded 2023-07-10 → filed 2023-08-13. Ranked over every AZN row by the provable lower bound, never a point estimate.

5 members · 7 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

11 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

16 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 16 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AZN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AZN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-31 LATE·112d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$15K–$50K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2025-12-08 +36d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 2025-12-18 +25d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-19 +26d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 42 ↗

Members active in AZN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing AZN in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313$3.0K to $45.0K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Alan Armstrong R–OK2$16.0K to $65.0K2
Julia Letlow R–LA-51$1.0K to $15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

5 members in the window · counts of disclosures, not dollars.

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$15K–$50K
2026-05-15Gotham Asset Management 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of AZN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1INVESTOR AB$10.2B1
2VANGUARD CAPITAL MANAGEMENT LLC$8.8B1
3Capital International Investors$6.7B1
4FMR LLC$5.8B1
5Capital World Investors$5.5B1
6Legal & General Group Plc$5.0B1
7WELLINGTON MANAGEMENT GROUP LLP$4.6B1
8BANK OF AMERICA CORP /DE/$3.8B1
9VANGUARD ASSET MANAGEMENT, Ltd$3.6B1
10JPMORGAN CHASE & CO$3.6B1
11PRIMECAP MANAGEMENT CO/CA/$3.6B1
12FRANKLIN RESOURCES INC$3.5B1
13PRUDENTIAL PLC$3.2B1
14Amundi$3.0B1
15VANGUARD FIDUCIARY TRUST CO$2.6B1
16DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.5B1
17DEUTSCHE BANK AG\$2.4B1
18Janus Henderson Group Ltd.$2.3B1
19AVIVA PLC$2.1B1
20Fisher Asset Management, LLC$2.1B1
21ROYAL BANK OF CANADA$2.0B1
22ROYAL LONDON ASSET MANAGEMENT LTD$2.0B1
23Invesco Ltd.$2.0B1
24BNP Paribas Asset Management Holding S.A.$1.5B1
25CAUSEWAY CAPITAL MANAGEMENT LLC$1.4B1
26Sanders Capital, LLC$1.4B1
27MORGAN STANLEY$1.4B1
28Bank of New York Mellon Corp$1.3B1
29Nuveen, LLC$1.3B1
30Allianz Asset Management GmbH$1.3B1
31Swiss National Bank$1.2B1
32UBS Group AG$1.2B1
33SEB Asset Management AB$1.2B1
34AMERIPRISE FINANCIAL INC$1.1B1
35BARCLAYS PLC$1.1B1
36ALLIANCEBERNSTEIN L.P.$1.0B1
37Clearbridge Investments, LLC$1.0B1
38CAISSE DES DEPOTS ET CONSIGNATIONS$946M1
39ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$914M1
40FIL Ltd$910M1
41Capital Research Global Investors$902M1
42CIBC Bancorp USA Inc.$870M1
43M&G Plc$817M1
44MANUFACTURERS LIFE INSURANCE COMPANY, THE$745M1
45CITIGROUP INC$718M1
46Pictet Asset Management Holding SA$675M1
47CREDIT AGRICOLE S A$587M1
48THORNBURG INVESTMENT MANAGEMENT INC$556M1
49Holocene Advisors, LP$525M1
50Neuberger Berman Group LLC$519M1
51Swedbank AB$487M1
52ABN AMRO Bank N.V.$482M1
53Lansforsakringar Fondforvaltning AB (publ)$474M1
54NORTHERN TRUST CORP$459M1
55ENVESTNET ASSET MANAGEMENT INC$447M1
56BlackRock, Inc.$440M1
57LAZARD ASSET MANAGEMENT LLC$433M1
58NATIONAL BANK OF CANADA /FI/$418M1
59PUBLIC SECTOR PENSION INVESTMENT BOARD$415M1
60Boston Partners$413M1
61Capital International, Inc./CA/$393M1
62Zurcher Kantonalbank (Zurich Cantonalbank)$386M1
63TD ASSET MANAGEMENT INC$383M1
64BANK OF MONTREAL /CAN/$380M1
65WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$377M1
66CITADEL ADVISORS LLC$369M1
67VOYA INVESTMENT MANAGEMENT LLC$368M1
68LGT Group Foundation$367M1
69Bank Julius Baer & Co. Ltd, Zurich$367M1
70AMERICAN CENTURY COMPANIES INC$356M1
71Andra AP-fonden$347M1
72RAYMOND JAMES FINANCIAL INC$343M1
73Evelyn Partners Investment Management LLP$325M1
74WELLS FARGO & COMPANY/MN$305M1
75MACKENZIE FINANCIAL CORP$282M1
76Artemis Investment Management LLP$281M1
77Korea Investment CORP$261M1
78MILLENNIUM MANAGEMENT LLC$257M1
79Point72 Asset Management, L.P.$243M1
80Intesa Sanpaolo S.p.A.$226M1
81Alyeska Investment Group, L.P.$210M1
82Groupe la Francaise$191M1
83PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$186M1
84Assenagon Asset Management S.A.$183M1
85Capital International Sarl$178M1
86MUFG Securities EMEA plc$168M1
87JANE STREET GROUP, LLC$167M1
88Allspring Global Investments Holdings, LLC$166M1
89ASR Vermogensbeheer N.V.$163M1
90SATURNA CAPITAL CORP$162M1
91OMERS ADMINISTRATION Corp$160M1
92Vanguard Investments Australia, Ltd.$151M1
93TRUIST FINANCIAL CORP$149M1
94CRAWFORD INVESTMENT COUNSEL INC$147M1
95Generali Asset Management SPA SGR$140M1
96STIFEL FINANCIAL CORP$135M1
97SEI INVESTMENTS CO$135M1
98ORBIMED ADVISORS LLC$132M1
99JENNISON ASSOCIATES LLC$131M1
100CANADA PENSION PLAN INVESTMENT BOARD$129M1
101LPL Financial LLC$129M1
102Zurich Insurance Group Ltd/FI$127M1
103GROUPAMA ASSET MANAGMENT$127M1
104PARNASSUS INVESTMENTS, LLC$127M1
1051832 Asset Management L.P.$126M1
106Man Group plc$122M1
107Clark Capital Management Group, Inc.$118M1
108DNCA FINANCE$107M1
109Evelyn Partners Investment Management Services Ltd$96.8M1
110STATE OF WISCONSIN INVESTMENT BOARD$96.6M1
111PRINCIPAL FINANCIAL GROUP INC$96.0M1
112HighTower Advisors, LLC$93.8M1
113Rockefeller Capital Management L.P.$93.2M1
114CAPITAL INTERNATIONAL LTD /CA/$92.3M1
115Sofinnova Investments, Inc.$89.9M1
116UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$89.3M1
117Vanguard Global Advisers, LLC$82.9M1
118HARDING LOEVNER LP$80.5M1
119Compagnie Lombard Odier SCmA$79.6M1
120EDMOND DE ROTHSCHILD HOLDING S.A.$78.1M1
121Aberdeen Group plc$76.6M1
122ZWJ INVESTMENT COUNSEL INC$76.4M1
123Qube Research & Technologies Ltd$75.3M1
124Harvest Portfolios Group Inc.$74.5M1
125Mariner, LLC$73.3M1
126WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$72.8M1
127AQR CAPITAL MANAGEMENT LLC$71.9M1
128Temasek Holdings (Private) Ltd$70.9M1
129BLI - Banque de Luxembourg Investments$69.0M1
130Cerity Partners LLC$59.2M1
131Vontobel Holding Ltd.$56.1M1
132Migdal Insurance & Financial Holdings Ltd.$55.9M1
133CIDEL ASSET MANAGEMENT INC$55.1M1
134STATE STREET CORP$53.8M1
135ONTARIO TEACHERS PENSION PLAN BOARD$52.4M1
136CHARLES SCHWAB INVESTMENT MANAGEMENT INC$51.6M1
137USS Investment Management Ltd$49.6M1
138Integral Health Asset Management, LLC$49.3M1
139FIRST TRUST ADVISORS LP$48.7M1
140Capital Group Private Client Services, Inc.$47.1M1
141Quantinno Capital Management LP$46.2M1
142Creative Planning$46.0M1
143FARALLON CAPITAL MANAGEMENT, L.L.C.$44.7M1
144TRILLIUM ASSET MANAGEMENT, LLC$44.4M1
145Skandinaviska Enskilda Banken AB (publ)$43.8M1
146Cetera Investment Advisers$43.4M1
147Tidal Investments LLC$42.2M1
148Pictet North America Advisors SA$42.0M1
149SCOTIA CAPITAL INC.$41.7M1
150NatWest Group plc$40.3M1
151TWO SIGMA INVESTMENTS, LP$40.0M1
152Osmosis Investment Management UK Ltd$38.6M1
153CHILTON CAPITAL MANAGEMENT LLC$38.1M1
154BANQUE PICTET & CIE SA$37.9M1
155ASSETMARK, INC$37.7M1
156Main Street Research LLC$37.6M1
157EFG International AG$35.1M1
158BECKER CAPITAL MANAGEMENT INC$34.9M1
159O'SHAUGHNESSY ASSET MANAGEMENT, LLC$33.7M1
160Pathstone Holdings, LLC$33.6M1
161GUARDIAN CAPITAL LP$33.6M1
162Maryland State Retirement & Pension System$33.0M1
163J. Safra Sarasin Holding AG$32.7M1
164Federation des caisses Desjardins du Quebec$32.6M1
165CHANNING GLOBAL ADVISORS, LLC$32.5M1
166BALYASNY ASSET MANAGEMENT L.P.$29.3M1
167FLPUTNAM INVESTMENT MANAGEMENT CO$29.3M1
168KORNITZER CAPITAL MANAGEMENT INC /KS$29.0M1
169Cumberland Partners Ltd$28.7M1
170Foresight Global Investors, Inc.$28.7M1
171MetLife Investment Management, LLC$28.6M1
172BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$27.9M1
173NEW YORK STATE COMMON RETIREMENT FUND$27.9M1
174BARINGS LLC$27.8M1
175MML INVESTORS SERVICES, LLC$27.6M1
176Martin Investment Management, LLC$27.6M1
177Phoenix Financial Ltd.$27.5M1
178US BANCORP \DE\$27.4M1
179TD Waterhouse Canada Inc.$27.1M1
180Epoch Investment Partners, Inc.$27.0M1
181SUSQUEHANNA INTERNATIONAL GROUP, LLP$26.9M1
182CAMBIAR INVESTORS LLC$26.3M1
183Capital Wealth Planning, LLC$26.3M1
184Baird Financial Group, Inc.$26.3M1
185M&T BANK CORP$24.5M1
186Fiera Capital Corp$24.4M1
187MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$24.2M1
188SILVERCREST ASSET MANAGEMENT GROUP LLC$24.1M1
189MACQUARIE GROUP LTD$23.7M1
190Waverly Advisors, LLC$23.4M1
191EDENTREE ASSET MANAGEMENT Ltd$22.7M1
192Curi Capital, LLC$22.2M1
193BOONE CAPITAL MANAGEMENT LLC$21.7M1
194COMMONWEALTH EQUITY SERVICES, LLC$21.5M1
195Western Wealth Management, LLC$21.2M1
196ExodusPoint Capital Management, LP$21.1M1
197INTECH INVESTMENT MANAGEMENT LLC$21.1M1
198Gradient Investments LLC$20.7M1
199LGT Fund Management Co Ltd.$20.2M1
200BLAIR WILLIAM & CO/IL$19.8M1
201Vestal Point Capital, LP$19.7M1
202WORLDQUANT MILLENNIUM ADVISORS LLC$19.6M1
203Capital Group Investment Management Pte. Ltd.$19.3M1
204QRG CAPITAL MANAGEMENT, INC.$19.2M1
205Optiver Holding B.V.$18.8M1
206Artia Global Partners LP$18.8M1
207Apollon Wealth Management, LLC$18.6M1
208SALT Holding Corp.$18.4M1
209111 Capital$18.2M1
210SCS Capital Management LLC$17.0M1
211Vestmark Advisory Solutions, Inc.$16.7M1
212OSSIAM$16.5M1
213Mitsubishi UFJ Trust & Banking Corp$16.1M1
214Tower Research Capital LLC (TRC)$15.9M1
215Orion Porfolio Solutions, LLC$15.8M1
216Longaeva Partners L.P.$15.8M1
217Chesley Taft & Associates LLC$15.5M1
218BAILARD, INC.$15.5M1
219MERCER GLOBAL ADVISORS INC /ADV$15.1M1
220Hilton Capital Management, LLC$14.6M1
221PARK NATIONAL CORP /OH/$14.5M1
222HUB Investment Partners, LLC$14.2M1
223&PARTNERS$13.9M1
224CIBC Asset Management Inc$13.8M1
225Vanguard Personalized Indexing Management, LLC$13.7M1
226Smith Salley Wealth Management$13.6M1
227OSAIC HOLDINGS, INC.$13.6M1
228Focus Partners Wealth$13.6M1
229MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$13.4M1
230Callan Family Office, LLC$13.1M1
231MARATHON CAPITAL MANAGEMENT$12.9M1
232ALLIANZ SE$12.8M1
233Atria Investments, Inc$12.8M1
234Bleakley Financial Group, LLC$12.7M1
235BAMCO INC /NY/$12.6M1
236OPPENHEIMER ASSET MANAGEMENT INC.$12.5M1
237AXIOM INVESTORS LLC /DE$12.4M1
238SPHERA FUNDS MANAGEMENT LTD.$12.3M1
239Banque Transatlantique SA$12.1M1
240Azimuth Capital Investment Management LLC$11.5M1
241DODGE & COX$11.3M1
242Value Partners Investments Inc.$11.3M1
243Prospera Financial Services Inc$10.9M1
244ANCHOR CAPITAL ADVISORS LLC$10.8M1
245HOWE & RUSLING INC$10.5M1
246Advisors Asset Management, Inc.$10.5M1
247Ensign Peak Advisors, Inc$10.4M1
248Private Advisor Group, LLC$10.4M1
249Laird Norton Wetherby Trust Company, LLC$10.0M1
250QUADRANT CAPITAL GROUP LLC$10.0M1
251Penobscot Investment Management Company, Inc.$9.9M1
252OAK RIDGE INVESTMENTS LLC$9.8M1
253PLATINUM INVESTMENT MANAGEMENT LTD$9.3M1
254Pinnacle Financial Partners, Inc.$9.1M1
255CIBC WORLD MARKET INC.$9.1M1
256ELEVATION POINT WEALTH PARTNERS, LLC$8.9M1
257GQG Partners LLC$8.9M1
258NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.7M1
259Covenant Asset Management, LLC$8.6M1
260Kestra Advisory Services, LLC$8.6M1
261FEDERATED HERMES, INC.$8.6M1
262Metis Global Partners, LLC$8.5M1
263RWA WEALTH PARTNERS, LLC$8.3M1
264Lido Advisors, LLC$8.3M1
265Schonfeld Strategic Advisors LLC$8.3M1
266Goelzer Investment Management, Inc.$8.2M1
267RITHOLTZ WEALTH MANAGEMENT$8.2M1
268Sava Infond d.o.o.$8.1M1
269Boston Common Asset Management, LLC$8.1M1
270Oxbow Advisors, LLC$8.0M1
271WealthPlan Investment Management, LLC$8.0M1
272KEYBANK NATIONAL ASSOCIATION/OH$7.9M1
273NewEdge Advisors, LLC$7.7M1
274Henry James International Management Inc.$7.6M1
275HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7.5M1
276EAGLE GLOBAL ADVISORS LLC$7.4M1
277TRIGLAV INVESTMENTS, D.O.O.$7.2M1
278IEQ CAPITAL, LLC$7.1M1
279Ethic Inc.$7.0M1
280Orca Wealth Management, LLC$6.8M1
281Americana Partners, LLC$6.8M1
282Calamos Advisors LLC$6.7M1
283SHERMAN PORFOLIOS, LLC$6.6M1
284EVERGREEN CAPITAL MANAGEMENT LLC$6.5M1
285Rossmore Private Capital$6.5M1
286Wilmington Savings Fund Society, FSB$6.5M1
287AZZAD ASSET MANAGEMENT INC /ADV$6.4M1
288PITTENGER & ANDERSON INC$6.4M1
289PINKERTON WEALTH, LLC$6.4M1
290Te Ahumairangi Investment Management Ltd$6.3M1
291DAVENPORT & Co LLC$6.2M1
292Naviter Wealth, LLC$6.2M1
293Plato Investment Management Ltd$6.2M1
294Cinctive Capital Management LP$6.1M1
295VANGUARD PORTFOLIO MANAGEMENT LLC$6.1M1
296Steward Partners Investment Advisory, LLC$6.0M1
297PRINCIPAL SECURITIES, INC.$6.0M1
298Patten Group, Inc.$5.9M1
299GLOBALT Investments LLC / GA$5.9M1
300KENNEDY CAPITAL MANAGEMENT LLC$5.7M1
301BRANDYWINE OAK PRIVATE WEALTH LLC$5.7M1
302Westerkirk Capital Inc.$5.7M1
303BENJAMIN EDWARDS INC$5.7M1
304NewEdge Wealth, LLC$5.7M1
305Vident Advisory, LLC$5.5M1
306Bryn Mawr Trust Advisors, LLC$5.5M1
307Ramirez Asset Management, Inc.$5.4M1
308AIMZ Investment Advisors, LLC$5.4M1
309Calamos Wealth Management LLC$5.4M1
310OpenArc Corporate Advisory, LLC$5.3M1
311Fiduciary Group, LLC$5.2M1
312Brookmont Capital Management$5.1M1
313POLEN CAPITAL MANAGEMENT LLC$5.1M1
314Simplify Asset Management Inc.$5.1M1
315WCG Wealth Advisors LLC$5.1M1
316Atlantic Union Bankshares Corp$5.0M1
317Robbins Farley$5.0M1
318NAPLES GLOBAL ADVISORS, LLC$4.9M1
319D. E. Shaw & Co., Inc.$4.9M1
320Brooklyn Investment Group$4.8M1
321Samjo Management, LLC$4.8M1
322JAMES INVESTMENT RESEARCH, INC.$4.7M1
323HM PAYSON & CO$4.7M1
324AMG National Trust Bank$4.7M1
325Aviso Financial Inc.$4.7M1
326Concurrent Investment Advisors, LLC$4.6M1
327Clayton Partners LLC$4.6M1
328MGO ONE SEVEN LLC$4.5M1
329Sound View Wealth Advisors Group, LLC$4.5M1
330MOODY LYNN LIEBERSON & WALKER, LLC$4.5M1
331Dynasty Wealth Management, LLC$4.5M1
332Beacon Pointe Advisors, LLC$4.5M1
333D.A. DAVIDSON & CO.$4.4M1
334MASSACHUSETTS FINANCIAL SERVICES CO /MA/$4.4M1
335CHOREO, LLC$4.4M1
336Evelyn Partners Investment Management (Europe) Ltd$4.3M1
337Madison Asset Management, LLC$4.2M1
338GeoWealth Management, LLC$4.2M1
339Coppell Advisory Solutions LLC$4.1M1
340GC Wealth Management RIA, LLC$4.0M1
341LMR Partners LLP$4.0M1
342Sequoia Financial Advisors, LLC$4.0M1
343Ballentine Partners, LLC$4.0M1
344EXENCIAL WEALTH ADVISORS, LLC$4.0M1
345Evelyn Partners Asset Management Ltd$3.9M1
346PARADIGM ASSET MANAGEMENT CO LLC$3.9M1
347Summit Trail Advisors, LLC$3.9M1
348Bank Pictet & Cie (Europe) AG$3.9M1
349Mirae Asset Global Investments Co., Ltd.$3.9M1
350CHANNEL WEALTH LLC$3.8M1
351Empowered Funds, LLC$3.8M1
352Lighthouse Investment Partners, LLC$3.8M1
353Foundation Wealth Management, LLC\PA$3.8M1
354PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$3.7M1
355PINNACLE ASSOCIATES LTD$3.7M1
356Summit Financial, LLC$3.7M1
357Compound Planning, Inc.$3.7M1
358Snowden Capital Advisors LLC$3.6M1
359Marks Group Wealth Management, Inc$3.6M1
360Gray Foundation$3.6M1
361Third View Private Wealth, LLC$3.6M1
362DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$3.5M1
363KESTRA PRIVATE WEALTH SERVICES, LLC$3.5M1
364SEARLE & CO.$3.4M1
365Envestnet Portfolio Solutions, Inc.$3.4M1
366Westview Management dba Westview Investment Advisors$3.4M1
367FIRST FOUNDATION ADVISORS$3.3M1
368IAMS WEALTH MANAGEMENT, LLC$3.3M1
369Bank OZK$3.2M1
370FOUNDERS FINANCIAL SECURITIES LLC$3.2M1
371ALTFEST L J & CO INC$3.2M1
372Verdence Capital Advisors LLC$3.1M1
373Columbus Macro, LLC$3.1M1
374MONEY CONCEPTS CAPITAL CORP$3.1M1
375Equitable Holdings, Inc.$3.0M1
376Generali Investments CEE, investicni spolecnost, a.s.$3.0M1
377Qtron Investments LLC$3.0M1
378Jefferies Financial Group Inc.$2.9M1
379EP Wealth Advisors, LLC$2.9M1
380NTV ASSET MANAGEMENT LLC$2.8M1
381LEVEL FOUR ADVISORY SERVICES, LLC$2.8M1
382Purpose Unlimited Inc.$2.8M1
383Blue Trust, Inc.$2.8M1
384GUGGENHEIM CAPITAL LLC$2.8M1
385World Investment Advisors$2.7M1
386SIGNET FINANCIAL MANAGEMENT, LLC$2.7M1
387Sterling Capital Management LLC$2.6M1
388Great Lakes Retirement, Inc.$2.6M1
389YOUSIF CAPITAL MANAGEMENT, LLC$2.6M1
390Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$2.6M1
391Merit Financial Group, LLC$2.6M1
392FULCRUM WEALTH ADVISORS, LLC$2.6M1
393PRINCETON CAPITAL MANAGEMENT LLC$2.6M1
394MAI Capital Management$2.5M1
395Aurora Investment Counsel$2.5M1
396Frank, Rimerman Advisors LLC$2.5M1
397Wealthcare Advisory Partners LLC$2.4M1
398Perigon Wealth Management, LLC$2.3M1
399STEPHENS INC /AR/$2.3M1
400OneDigital Investment Advisors LLC$2.3M1
401Obermeyer Wealth Partners$2.3M1
402Dorsey & Whitney Trust CO LLC$2.3M1
403Parrish Capital LLC$2.3M1
404Twin Tree Management, LP$2.3M1
405OPPENHEIMER & CO INC$2.2M1
406XXI WEALTH, LLC$2.2M1
407AlphaCentric Advisors LLC$2.2M1
408FIFTH THIRD BANCORP$2.2M1
409DIVERSIFY WEALTH MANAGEMENT, LLC$2.2M1
410PICTON MAHONEY ASSET MANAGEMENT$2.2M1
411MMBG INVESTMENT ADVISORS CO.$2.2M1
412J.W. COLE ADVISORS, INC.$2.2M1
413Spartan Wealth Advisory Services LLC$2.2M1
414RHUMBLINE ADVISERS$2.1M1
415Stablepoint Partners, LLC$2.1M1
416PERSONAL CFO SOLUTIONS, LLC$2.1M1
417VISTA INVESTMENT MANAGEMENT$2.1M1
418POTOMAC FUND MANAGEMENT INC /ADV$2.1M1
419BROWN ADVISORY INC$2.0M1
420VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$2.0M1
421Smartleaf Asset Management LLC$2.0M1
422SAGESPRING WEALTH PARTNERS, LLC$2.0M1
423INTRUST BANK NA$2.0M1
424EXCHANGE TRADED CONCEPTS, LLC$1.9M1
425Pinnacle Wealth Planning Services, Inc.$1.9M1
426Athena Wealth Management, LLC$1.9M1
427Checchi Capital Advisers, LLC$1.9M1
428Squarepoint Ops LLC$1.9M1
429Laurion Capital Management LP$1.9M1
430Magnetar Financial LLC$1.9M1
431Cornerstone Planning, LLC$1.9M1
432Savant Capital, LLC$1.8M1
433Engineers Gate Manager LP$1.8M1
434SIH Partners, LLLP$1.8M1
435COLDSTREAM CAPITAL MANAGEMENT INC$1.8M1
436Dynamic Advisor Solutions LLC$1.8M1
437Monte Financial Group, LLC$1.8M1
438Castle Hook Partners LP$1.8M1
439VICTORY CAPITAL MANAGEMENT INC$1.8M1
440CENTRAL TRUST Co$1.7M1
441FIGURE 8 INVESTMENT STRATEGIES LLC$1.7M1
442CWM, LLC$1.7M1
443WEALTH ALLIANCE, LLC$1.7M1
444COOKSON PEIRCE & CO INC$1.7M1
445U.S. Capital Wealth Advisors, LLC$1.7M1
446Allworth Financial LP$1.7M1
447Sigma Planning Corp$1.7M1
448Diversified Trust Co$1.6M1
449Gibbs Wealth Management$1.6M1
450Ascent Group, LLC$1.6M1
451PCM Encore, LLC$1.6M1
452Sowell Financial Services LLC$1.6M1
453Comprehensive Financial Consultants Institutional, Inc.$1.5M1
454SIMPLEX TRADING, LLC$1.5M1
455WESTPORT ASSET MANAGEMENT INC$1.5M1
456First Affirmative Financial Network$1.5M1
457HANCOCK WHITNEY CORP$1.5M1
458INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$1.5M1
459Gateway Wealth Partners, LLC$1.5M1
460DENALI ADVISORS LLC$1.4M1
461MASECO LLP$1.4M1
462FULTON BANK, N.A.$1.4M1
463Indivisible Partners$1.4M1
464GKV Capital Management Co., Inc.$1.4M1
465Cresset Asset Management, LLC$1.4M1
466MITCHELL & PAHL PRIVATE WEALTH, LLC$1.4M1
467West Family Investments, Inc.$1.4M1
468KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$1.4M1
469PRELUDE CAPITAL MANAGEMENT, LLC$1.4M1
470Mattson Financial Services, LLC$1.4M1
471Rehmann Capital Advisory Group$1.4M1
472PDS Planning, Inc$1.4M1
473SeaCrest Wealth Management, LLC$1.4M1
474SBI Okasan Asset Management Co.Ltd.$1.4M1
475Carnegie Investment Counsel$1.4M1
476Moors & Cabot, Inc.$1.4M1
477Town & Country Bank & Trust CO dba First Bankers Trust CO$1.4M1
478Optas, LLC$1.3M1
479Fideuram Asset Management (Ireland) dac$1.3M1
480Numerai GP LLC$1.3M1
481AE Wealth Management LLC$1.3M1
482Brevan Howard Capital Management LP$1.3M1
483Lebenthal Global Advisors, LLC$1.3M1
484HOHIMER WEALTH MANAGEMENT, LLC$1.3M1
485Quadrature Capital Ltd$1.3M1
486FIDUCIARY TRUST CO$1.3M1
487Abel Hall, LLC$1.3M1
488LEAVELL INVESTMENT MANAGEMENT, INC.$1.3M1
489Aaron Wealth Advisors LLC$1.3M1
490Malaga Cove Capital, LLC$1.3M1
491Caldwell Trust Co$1.3M1
492Arax Advisory Partners$1.3M1
493VELA Investment Management, LLC$1.3M1
494TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$1.3M1
49544 WEALTH MANAGEMENT LLC$1.3M1
496GTS SECURITIES LLC$1.3M1
497LONDON CO OF VIRGINIA$1.3M1
498COZAD ASSET MANAGEMENT INC$1.3M1
499Avestar Capital, LLC$1.3M1
500LVW Advisors, LLC$1.3M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)7 buy / 3 sell
Congress net ($ bound)−$24.0K to $137K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AZN

RETAINED WINDOW · ACTIVE HITS
Signal hits naming AZN
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for AZN · financials and macro

Financials — as filed PLANNED

AZN's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AZN on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing