AstrazenecaAZN

13F holders, Q4 2025 (December 31)
55holders +48
48new positions
2sold out
$93.88avg. 13F price*

At the end of Q4 2025, 55 institutions reported holding Astrazeneca PLC (AZN) in their 13F filings, up 48 from Q3 2025. 48 opened new positions and 2 sold out. The largest holders were Vaughan David Investments LLC ($46.3M), Strategic Wealth Partners, Ltd. ($15.1M) and Captrust Financial Advisors ($13.1M).

Company
Astrazeneca PLC
CUSIP
G0593M107
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 4Q1 2025Q2 2025: 5Q2 2025Q3 2025: 7Q3 2025Q4 2025: 55Q4 2025Q1 2026: 1,329Q1 2026Q2 2026: 1,481Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions48$123.4M
Exits2$5.5M

All 13F filers, Q3 2025 → Q4 2025: 1,342,887 shares bought and 174,621 shares sold, net +1,168,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 55 holders

Vaughan David Investments LLC 1.01% New 503,517 $46.3M
Strategic Wealth Partners, Ltd. 1.04% New 164,654 $15.1M
Captrust Financial Advisors 0.02% New 142,248 $13.1M
Azimuth Capital Investment Management LLC 0.38% New 116,470 $10.7M
L & S Advisors Inc 0.79% New 84,691 $7.8M
Boston Common Asset Management, LLC 0.46% Reduce -56.7% 83,424 $7.7M
Hendley & Co. Inc. 2.13% New 64,805 $6.0M
SWP Investment Management LLC 2.03% Add +6.3% 30,391 $2.8M
FNY Investment Advisers, LLC 0.79% No change 200 $2.8M
Oarsman Capital, Inc. 0.34% New 28,644 $2.6M
Burling Wealth Partners, LLC 0.37% New 25,822 $2.4M
Advisory Services Network, LLC 0.03% New 20,517 $1.9M
Valeo Financial Advisors, LLC 0.04% New 19,335 $1.8M
Cary Street Partners Financial LLC 0.04% New 16,365 $1.5M
Parallel Advisors, LLC 0.03% New 15,324 $1.4M
Icon Wealth Advisors, LLC 0.08% New 14,094 $1.3M
Rexford Capital Inc. 0.94% New 13,451 $1.2M
Cozad Asset Management Inc. 0.09% New 12,953 $1.2M
May Hill Capital, LLC 0.30% New 11,987 $1.1M
Bearing Point Capital, LLC 0.17% New 11,665 $1.1M
Calydon Capital 0.15% New 9,848 $905K
Thoroughbred Financial Services, LLC 0.05% New 8,475 $779K
EverSource Wealth Advisors, LLC 0.03% New 7,954 $731K
Monetary Management Group Inc. 0.13% New 6,250 $575K
Mosaic Financial Group, LLC 0.33% New 5,205 $478K
Seven Mile Advisory 0.07% New 4,207 $387K
Atlas Capital Advisors Inc. 0.04% — 4,034 $371K
Guardian Wealth Management, Inc. 0.21% New 3,893 $358K
Alteri Wealth LLC 0.11% New 3,701 $340K
Root Financial Partners, LLC 0.02% New 3,547 $326K
Rossby Financial, LCC 0.09% New 3,178 $292K
DGS Capital Management, LLC 0.04% New 2,509 $231K
Lynx Investment Advisory 0.12% New 2,467 $227K
Cary Street Partners Investment Advisory LLC 0.06% New 2,348 $216K
Twin Peaks Wealth Advisors, LLC 0.06% New 1,108 $208K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.13% New 2,217 $204K
Colonial Trust Co / SC 0.02% New 1,392 $129K
Anchor Investment Management, LLC 0.01% New 1,203 $111K
Rothschild Investment LLC 0.01% New 1,141 $105K
Valley Wealth Managers, Inc. 0.00% New 820 $75K
Redmont Wealth Advisors LLC 0.10% New 698 $64K
Elyxium Wealth, LLC 0.01% New 583 $54K
Raffa Wealth Management, LLC 0.01% Add +7.9% 451 $41K
Triumph Capital Management 0.01% New 430 $40K
Resources Management Corp. /CT/ 0.00% New 350 $32K
Mascoma Wealth Management LLC 0.01% New 264 $24K
Fairscale Capital, LLC 0.01% New 212 $19K
Hughes Financial Services, LLC 0.00% New 191 $18K
Principia Wealth Advisory, LLC 0.01% No change 162 $15K
Bare Financial Services, Inc 0.00% New 117 $11K
Commonwealth Retirement Investments LLC 0.00% New 94 $9K
Essential Partners LLC 0.00% New 52 $5K
Imprint Wealth LLC 0.02% New 45 $4K
Bullock Wealth Management Group 0.00% — 18 $2K
Colonial Trust Advisors 0.00% New 18 $2K

"% of holder's portfolio" is AZN's weight in each manager's 13F, not the share of Astrazeneca PLC the manager owns.