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Disclosery

AZN ASTRAZENECA PLC

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ADR (common), issuer CIK 901832

1,289 managers (1,329 13F filers) reported a position in AZN shares at 2026-03-31, 756,495,815 shares in all. 1,253 filers opened a position and 5 filers sold out during the quarter.

Managers
1,289
13F filers
1,329
New
1,253
Added
1
Reduced
48
Sold out
5
Shares held by filers
756,495,815

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Sharma Maniofficer (See remarks)2026-10-06+2 A$159.8Form 4

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SEARLE & CO.17,675$3.42M0.86%new13F-HRTimeline
Westview Management dba Westview Invest…17,007$3.35M1.75%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,987$3.35M0.02%new13F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS16,959$3.34M0.13%new13F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …16,601$3.27M0.58%new13F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC16,578$3.27M1.14%new13F-HRTimeline
OARSMAN CAPITAL, INC.16,553$3.26M0.41%-12,09113F-HRTimeline
BANK OZK16,454$3.25M1.14%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,783$3.24M0.18%new13F-HR/ATimeline
ALTFEST L J & CO INC16,309$3.22M0.34%new13F-HRTimeline
Verdence Capital Advisors LLC15,937$3.14M0.18%new13F-HRTimeline
Columbus Macro, LLC15,934$3.1M0.33%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,801$3.06M0.17%new13F-HRTimeline
SWP Investment Management LLC15,495$3.06M2.28%-14,89613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,128$2.98M0.02%new13F-HRTimelineGroup
Generali Investments CEE, investicni sp…15,328$2.98M0.16%new13F-HRTimeline
Qtron Investments LLC14,990$2.96M0.4%new13F-HRTimeline
FNY Investment Advisers, LLC200$2.94M1.29%013F-HRTimeline
Venturi Wealth Management, LLC14,750$2.91M0.13%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.14,788$2.88M0.04%new13F-HRTimelineGroup
EP Wealth Advisors, LLC14,560$2.87M0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…14,416$2.84M0.01%new13F-HRTimeline
NTV Asset Management LLC14,339$2.83M0.31%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,289$2.82M0.09%new13F-HRTimelineGroup
Purpose Unlimited Inc.in group Purpose Unlimited Inc.14,239$2.81M0.12%new13F-HRTimelineGroup
Blue Trust, Inc.14,103$2.78M0.03%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC14,101$2.78M0.02%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK14,028$2.77M0.01%new13F-HRTimelineGroup
World Investment Advisors13,779$2.7M0.04%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,656$2.69M0.3%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding14,489$2.68MnewTimeline
VALLEY NATIONAL ADVISERS INC13,495$2.66M0.34%new13F-HRTimeline
Sterling Capital Management LLC13,377$2.64M0.05%new13F-HRTimeline
Great Lakes Retirement, Inc.13,309$2.62M0.27%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC13,239$2.61M0.03%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,138$2.59M0.32%new13F-HRTimeline
Merit Financial Group, LLC13,097$2.58M0.02%new13F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC13,034$2.57M2.13%new13F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC13,079$2.56M0.7%new13F-HRTimeline
MAI Capital Management12,860$2.54M0.01%new13F-HRTimeline
Aurora Investment Counsel12,834$2.53M1.4%new13F-HRTimeline
Citizens National Bank Trust Department12,942$2.51M0.42%new13F-HRTimeline
Integrated Wealth Concepts LLC12,669$2.5M0.02%new13F-HRTimeline
Frank, Rimerman Advisors LLC12,644$2.49M0.16%new13F-HRTimeline
BURLING WEALTH PARTNERS, LLC12,554$2.48M0.4%-13,26813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding12,332$2.43MnewTimeline
AdvisorNet Financial, Inc11,973$2.36M0.12%new13F-HRTimeline
SYON CAPITAL LLC11,958$2.36M0.12%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,943$2.36M0.05%new13F-HRTimelineGroup
Advisory Services Network, LLC11,933$2.35M0.03%-8,58413F-HRTimeline
Nicholas Hoffman & Company, LLC.11,880$2.34M0.05%new13F-HRTimeline
Perigon Wealth Management, LLC11,771$2.32M0.04%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,625$2.29M0.03%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC11,604$2.29M0.02%new13F-HRTimeline
Obermeyer Wealth Partners11,584$2.28M0.11%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC11,570$2.28M0.13%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,561$2.28M-7,152Timeline
Parrish Capital LLC11,555$2.28M2.03%new13F-HRTimeline
ARGA Investment Management, LP11,643$2.26M0.07%new13F-HRTimeline
Twin Tree Management, LP11,420$2.25M0.47%new13F-HRTimeline
XXI WEALTH, LLC11,247$2.22M1.26%new13F-HRTimeline
AlphaCentric Advisors LLC11,232$2.22M2.21%new13F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…150$2.2M0.07%new13F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT11,218$2.18M0.02%new13F-HRTimeline
FIRST AMERICAN BANK11,009$2.17M0.14%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.10,979$2.17M0.2%new13F-HRTimeline
J.W. COLE ADVISORS, INC.10,930$2.16M0.07%new13F-HRTimeline
Spartan Wealth Advisory Services LLC10,918$2.15M0.19%13F-HRTimeline
HARBOUR INVESTMENTS, INC.10,874$2.14M0.03%new13F-HRTimeline
RHUMBLINE ADVISERS10,750$2.12M<0.01%new13F-HRTimeline
Stablepoint Partners, LLC10,742$2.12M0.31%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC10,517$2.07M0.29%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT10,453$2.06M0.69%new13F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV10,398$2.05M0.07%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,380$2.05M<0.01%new13F-HRTimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…10,355$2.04M0.02%new13F-HRTimeline
Smartleaf Asset Management LLC10,439$2.02M0.07%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,075$1.99M0.04%new13F-HRTimeline
INTRUST BANK NA10,038$1.98M0.16%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC9,819$1.94M0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.9,781$1.93M0.2%new13F-HRTimeline
Athena Wealth Management, LLC9,691$1.91M1.56%new13F-HRTimeline
Checchi Capital Advisers, LLC9,642$1.9M0.13%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC9,582$1.89M<0.01%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC9,510$1.88M0.02%new13F-HRTimeline
Laurion Capital Management LP9,500$1.87M0.18%new13F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC9,449$1.86M0.02%new13F-HRTimelineGroup
Cornerstone Planning, LLC9,421$1.86M0.42%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,325$1.84M0.01%new13F-HRTimelineGroup
Engineers Gate Manager LP9,307$1.84M0.02%new13F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP9,249$1.82M0.06%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC9,177$1.81M0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC9,173$1.81M0.06%new13F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC9,162$1.81M1.23%new13F-HRTimeline
Monte Financial Group, LLC9,071$1.79M0.64%new13F-HRTimeline
Lester Murray Antman dba SimplyRich9,047$1.78M0.46%new13F-HRTimeline
Castle Hook Partners LP8,967$1.77M0.04%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC11,255$1.76M<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC9,006$1.74M0.04%new13F-HRTimeline
CENTRAL TRUST Co8,830$1.74M0.03%new13F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC8,822$1.74M1.7%new13F-HRTimeline
CWM, LLCin group CWM, LLC8,792$1.73M<0.01%new13F-HRTimelineGroup
WEALTH ALLIANCE, LLC8,755$1.73M0.17%new13F-HRTimeline
Parallel Advisors, LLC8,718$1.72M0.03%-6,60613F-HR/ATimeline
COOKSON PEIRCE & CO INC8,635$1.7M0.07%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,532$1.68M0.04%new13F-HRTimeline
Valeo Financial Advisors, LLC8,501$1.68M0.04%-10,83413F-HRTimeline
Allworth Financial LP8,461$1.67M0.01%new13F-HRTimeline
Sigma Planning Corp8,434$1.66M0.05%new13F-HRTimeline
DIVERSIFIED TRUST CO8,324$1.64M0.03%new13F-HRTimeline
Gibbs Wealth Management8,293$1.64M0.22%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,269$1.63M0.01%new13F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC8,256$1.63M0.06%new13F-HRTimelineGroup
Campbell & CO Investment Adviser LLC8,338$1.62M0.09%new13F-HRTimeline
PCM Encore, LLC8,107$1.6M0.33%new13F-HRTimeline
Sowell Financial Services LLC8,093$1.6M0.06%new13F-HRTimeline
SG Americas Securities, LLC8,013$1.58M<0.01%new13F-HRTimeline
Comprehensive Financial Consultants Ins…7,833$1.54M0.46%new13F-HRTimeline
SIMPLEX TRADING, LLC7,753$1.53M0.05%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding7,738$1.52MnewTimeline
GAMMA Investing LLC7,638$1.51M0.07%new13F-HRTimeline
First Affirmative Financial Network7,477$1.47M0.57%13F-HR/ATimeline
HANCOCK WHITNEY CORP7,870$1.47M0.03%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,476$1.47M0.12%new13F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…7,467$1.47M0.6%new13F-HRTimeline
Gateway Wealth Partners, LLC7,433$1.47M0.06%new13F-HRTimeline
Meridian Wealth Management, LLC7,403$1.45M0.05%new13F-HRTimeline
DENALI ADVISORS LLC7,319$1.44M0.16%new13F-HRTimeline
MASECO LLP7,410$1.44M0.05%new13F-HRTimeline
Fulton Bank, N.A.7,295$1.44M0.05%new13F-HRTimeline
Indivisible Partners7,253$1.43M0.13%new13F-HRTimeline
GKV Capital Management Co., Inc.7,342$1.43M0.54%new13F-HR/ATimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding7,218$1.42MnewTimeline
Garton & Associates Financial Advisors …7,212$1.42M1.16%new13F-HRTimeline
Cresset Asset Management, LLC7,204$1.41M0.01%new13F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC7,142$1.41M0.57%new13F-HRTimeline
SkyView Investment Advisors, LLC7,141$1.41M0.19%new13F-HRTimeline
West Family Investments, Inc.7,120$1.4M0.49%new13F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.7,116$1.4M0.78%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC7,160$1.39M0.11%new13F-HRTimeline
Mattson Financial Services, LLC7,028$1.39M0.33%new13F-HRTimeline
Rehmann Capital Advisory Group7,001$1.38M0.07%new13F-HRTimeline
PDS Planning, Inc6,970$1.37M0.09%new13F-HRTimeline
WEDBUSH SECURITIES INC6,964$1.37M0.04%new13F-HRTimeline
SeaCrest Wealth Management, LLC6,960$1.37M0.15%new13F-HRTimeline
SBI Okasan Asset Management Co.Ltd.7,025$1.36M0.06%new13F-HRTimeline
Carnegie Investment Counsel6,895$1.36M0.03%new13F-HRTimeline
Moors & Cabot, Inc.6,886$1.36M0.06%new13F-HRTimeline
Town & Country Bank & Trust CO dba Firs…6,851$1.35M0.46%new13F-HRTimeline
Optas, LLC6,839$1.35M0.2%new13F-HRTimeline
Fideuram Asset Management (Ireland) dac9,708$1.35M0.17%new13F-HRTimeline
Numerai GP LLC6,829$1.35M0.14%new13F-HRTimeline
AE Wealth Management LLC6,789$1.34M0.01%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…6,750$1.33M0.01%new13F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC6,745$1.33M0.19%new13F-HRTimelineGroup
REXFORD CAPITAL INC6,728$1.33M0.95%-6,72313F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC6,719$1.33M0.16%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd6,705$1.32M0.02%new13F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co6,797$1.32M0.02%new13F-HRTimelineGroup
Abel Hall, LLC6,671$1.32M0.28%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,667$1.31M0.05%new13F-HRTimeline
Basecamp Wealth Advisors LLC6,666$1.31M0.27%new13F-HRTimeline
Aaron Wealth Advisors LLC6,644$1.31M0.08%new13F-HRTimeline
Malaga Cove Capital, LLC6,628$1.31M0.47%new13F-HRTimeline
Caldwell Trust Co6,618$1.31M0.12%new13F-HRTimeline
Arax Advisory Partners6,722$1.3M0.04%new13F-HRTimeline
VELA Investment Management, LLC6,592$1.3M0.34%new13F-HR/ATimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…6,651$1.29M0.43%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
44 WEALTH MANAGEMENT LLC6,536$1.29M0.45%new13F-HRTimeline
Abacus Wealth Partners, LLC6,508$1.28M0.12%new13F-HRTimeline
GTS SECURITIES LLC6,500$1.28M0.05%new13F-HRTimeline
LONDON CO OF VIRGINIA6,470$1.28M0.01%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC6,560$1.27M0.1%-6,39313F-HRTimeline
Avestar Capital, LLC6,487$1.27M0.09%new13F-HRTimeline
LVW Advisors, LLC6,340$1.25M0.12%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC6,285$1.24M0.57%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,297$1.23M<0.01%new13F-HRTimelineGroup
Venture Visionary Partners LLC6,107$1.2M0.04%new13F-HRTimeline
IFP Advisors, Inc6,074$1.2M0.02%new13F-HRTimeline
SANDERS MORRIS HARRIS LLC6,158$1.19M0.19%new13F-HRTimeline
Wedmont Private Capital5,838$1.19M0.04%new13F-HRTimeline
Hanson & Doremus Investment Management6,009$1.19M0.14%new13F-HRTimeline
Empire Financial Management Company, LLC6,000$1.18M0.27%new13F-HRTimeline
Cherokee Insurance Co6,000$1.18M0.45%new13F-HRTimeline
Flaharty Asset Management, LLC5,991$1.18M0.15%new13F-HRTimeline
CONNABLE OFFICE INC5,944$1.17M0.12%new13F-HRTimeline
DE BURLO GROUP INC5,924$1.17M0.26%new13F-HRTimeline
ADVOCATE GROUP LLC5,917$1.17M0.18%new13F-HRTimeline
Henshaw Capital LLC5,880$1.16M0.04%new13F-HRTimeline
BEARING POINT CAPITAL, LLC5,862$1.16M0.18%-5,80313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …5,928$1.15M<0.01%new13F-HRTimelineGroup
Stockman Wealth Management, Inc.5,790$1.14M0.13%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.5,688$1.14M0.01%new13F-HRTimelineGroup
Ellevest, Inc.5,758$1.14M0.16%new13F-HRTimeline
Hartford Funds Management Co LLC5,837$1.13M0.1%new13F-HRTimeline
Mutual Advisors, LLC5,724$1.13M0.02%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,754$1.12M0.08%new13F-HRTimeline
Kingsview Wealth Management, LLC5,687$1.12M0.02%new13F-HRTimeline
Kathmere Capital Management, LLC5,687$1.12M0.07%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,607$1.11M0.02%new13F-HRTimelineGroup

Events

  • Sharma Mani acquired 2 AZN shares on 2026-10-06, Form 4 filed 2026-10-08. 0002122411-26-000002

    Accepted , ingested