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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
DEFINED WEALTH MANAGEMENT, LLC1,292$255K0.15%new13F-HRTimeline
Range Advisory, LLC1,279$252K0.05%new13F-HRTimeline
Evercore Wealth Management, LLC1,278$252K<0.01%new13F-HRTimeline
PUREfi Wealth, LLC1,278$252K0.17%new13F-HRTimeline
Petros Family Wealth, LLC1,277$252K0.18%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,276$252K0.04%-1,23313F-HRTimelineGroup
Northstar Group, Inc.1,272$251K0.04%new13F-HRTimeline
Bay Capital Advisors, LLC1,256$248K0.15%new13F-HRTimeline
Saxony Capital Management, LLC1,275$247K0.14%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.1,251$247K0.03%new13F-HRTimeline
Lynx Investment Advisory1,246$246K0.12%-1,22113F-HRTimeline
Asset Allocation & Management Company, …1,237$244K0.09%new13F-HRTimeline
Keystone Financial Group1,237$244K0.02%new13F-HRTimeline
4J Wealth Management LLC1,236$244K0.14%new13F-HRTimeline
Persistent Asset Partners Ltd1,236$244K0.09%new13F-HRTimeline
COWA, LLC1,234$243K0.07%new13F-HRTimeline
Portfolio Design Labs, LLC1,220$241K0.04%new13F-HRTimeline
Quadrant Private Wealth Management, LLC1,220$241K0.04%new13F-HRTimeline
Vann Equity Management LLC1,220$241K0.17%13F-HRTimeline
Strategic Investment Advisors / MI1,215$240K0.02%new13F-HRTimeline
Cardinal Point Capital Management ULC1,210$239K0.01%new13F-HRTimeline
Hexagon Capital Partners LLC1,209$238K0.03%new13F-HRTimeline
Dixon Mitchell Investment Counsel Inc.1,206$238K0.01%new13F-HRTimeline
Balboa Wealth Partners1,205$238K0.04%new13F-HRTimeline
Claro Advisors Inc.1,204$238K0.03%new13F-HRTimeline
Keebeck Wealth Management1,213$237K0.03%new13F-HRTimeline
Mayflower Financial Advisors, LLC1,222$237K0.03%new13F-HRTimeline
Bedel Financial Consulting, Inc.1,200$237K0.03%new13F-HRTimeline
WPG Advisers, LLC1,199$236K0.17%new13F-HRTimeline
Coordinated Financial Services, Inc.1,197$236K0.14%new13F-HRTimeline
ACORN CREEK CAPITAL LLC1,195$236K0.08%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,192$235K0.07%new13F-HRTimeline
Precision Wealth Strategies, LLC1,179$233K0.08%new13F-HRTimeline
Inscription Capital, LLC1,178$232K0.02%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,176$232K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC1,175$232K0.03%new13F-HRTimeline
DSG Capital Advisors, LLC1,172$231K0.04%new13F-HRTimeline
Wealthfront Advisers LLC1,171$231K<0.01%new13F-HRTimeline
Seed Wealth Management, Inc.1,170$231K0.16%new13F-HRTimeline
VISTA INVESTMENT PARTNERS LLC1,162$229K0.06%new13F-HRTimeline
Wilkerson Advisory Group LLC1,162$229K0.08%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,150$227K0.01%new13F-HRTimelineGroup
Regal Investment Advisors LLC1,146$226K0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,145$226K0.02%new13F-HRTimeline
Fort Sheridan Advisors LLC1,140$225K0.03%new13F-HRTimeline
bLong Financial, LLC1,138$224K0.17%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,138$224K0.02%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,136$224K0.05%new13F-HRTimeline
American Trust1,133$223K0.02%new13F-HRTimeline
United Advisor Group, LLC1,127$222K0.03%new13F-HRTimeline
Owl Creek Wealth Partners LLC1,125$222K0.08%13F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,120$221K0.11%new13F-HRTimelineGroup
Cornerstone Wealth Group, LLC1,124$220K0.01%new13F-HRTimeline
Compass Ion Advisors, LLC1,110$219K0.02%new13F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…1,108$219K0.12%-1,10913F-HRTimeline
Gutierrez Wealth Advisory, LLC1,108$218K0.14%new13F-HRTimeline
Aureus Asset Management, LLC1,105$218K0.01%new13F-HRTimeline
Cascade Financial Partners, LLC1,098$217K0.02%new13F-HRTimeline
Investment Management Trust, LLC1,096$216K0.21%13F-HRTimeline
MPS Loria Financial Planners, LLC1,080$213K0.06%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,079$212K0.07%new13F-HRTimeline
RDA Financial Network1,070$211K0.05%new13F-HRTimeline
Lakeridge Wealth Management LLC1,064$210K0.09%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC1,026$208K0.02%new13F-HRTimeline
DAVIDSON TRUST CO1,054$208K0.09%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC1,048$207K0.01%new13F-HRTimeline
Parsonex Advisory Services, Inc.1,046$206K0.2%new13F-HRTimeline
Weil Company, Inc.1,045$206K0.05%new13F-HRTimeline
Avid Wealth Partners LLC1,044$206K0.1%new13F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,041$205K0.06%new13F-HRTimeline
Brucke Financial, Inc.1,038$205K0.1%new13F-HRTimeline
Baron Wealth Management LLC1,036$204K0.06%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,112$204K<0.01%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,034$204K0.01%new13F-HRTimeline
Focus Financial Network, Inc.1,034$204K0.01%new13F-HRTimeline
Overbrook Management Corp1,032$204K0.04%new13F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,031$203K0.03%new13F-HRTimeline
Greystone Financial Group, LLC1,030$203K0.06%new13F-HRTimeline
ALKEME WEALTH, LLC1,025$202K0.08%new13F-HRTimeline
Resolute Wealth Strategies, LLC1,024$202K0.09%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,022$202K0.01%new13F-HR/ATimeline
Morse Asset Management, Inc1,000$197K0.04%new13F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…1,000$194K0.05%new13F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…980$193K<0.01%new13F-HRTimelineGroup
Whipplewood Advisors, LLC955$188K0.1%new13F-HRTimeline
Crewe Advisors LLC937$185K0.02%new13F-HRTimeline
Financial Perspectives, Inc932$184K0.05%new13F-HRTimeline
Golden State Wealth Management, LLC931$184K0.02%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…897$177K0.07%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC896$177K0.04%-21213F-HRTimeline
FINANCIAL CONSULATE, INC873$172K0.02%new13F-HRTimeline
Addison Advisors LLC865$171K0.04%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC820$162K0.01%new13F-HRTimeline
Sound Income Strategies, LLC788$158K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC814$158K<0.01%new13F-HRTimelineGroup
GHP Investment Advisors, Inc.800$158K0.01%new13F-HRTimeline
Westside Investment Management, Inc.779$156K0.02%new13F-HRTimeline
V-Square Quantitative Management LLC790$156K0.02%new13F-HRTimeline
Avalon Trust Co774$153K0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC770$152K0.13%new13F-HRTimeline
Parkside Financial Bank & Trust752$148K0.01%new13F-HRTimeline
Luken Investment Analytics, LLC750$148K0.06%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC715$141K0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding724$140K-686Timeline
Salomon & Ludwin, LLC674$137K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC692$136K0.01%-44913F-HRTimeline
Greykasell Wealth Strategies, Inc.690$136K0.05%new13F-HRTimeline
North Star Investment Management Corp.680$134K0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC669$132K<0.01%new13F-HRTimeline
Legacies Wealth LLC645$127K0.08%new13F-HRTimeline
Bruce G. Allen Investments, LLC620$122K0.08%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.617$122K0.03%new13F-HRTimeline
McMillan Office, Inc.616$121K0.02%new13F-HRTimeline
Towne Trust Company, N.A612$121K0.04%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.610$120K0.08%new13F-HRTimeline
Bogart Wealth, LLC561$111K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …560$110K0.03%new13F-HRTimeline
TSFG, LLC552$109K0.02%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC550$108K0.05%new13F-HRTimeline
ADIRONDACK TRUST CO548$108K0.04%new13F-HRTimeline
Quent Capital, LLC553$107K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…553$107K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.528$104K0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC524$103K0.01%new13F-HRTimeline
Acropolis Investment Management, LLC516$102K<0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC509$100K0.06%13F-HRTimeline
IMA Advisory Services, Inc.507$100K0.01%new13F-HRTimeline
Strengthening Families & Communities, L…506$99.7K0.02%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST509$98.6K0.04%13F-HRTimeline
Axiom Investment Management LLC496$97.8K0.07%13F-HRTimeline
Physician Wealth Advisors, Inc.484$95.4K0.01%new13F-HRTimeline
Community Bank, N.A.476$93.9K0.01%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/480$93K0.03%new13F-HRTimelineGroup
Cornerstone Planning Group LLC509$92.2K0.01%new13F-HRTimeline
Centerpoint Advisors, LLC450$89K0.03%new13F-HRTimeline
Crews Bank & Trust450$88.7K0.01%new13F-HRTimeline
Mechanics Financial Corp450$87.2K0.04%new13F-HRTimeline
Anchor Investment Management, LLC437$86.2K0.01%-76613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC421$83K0.02%new13F-HRTimeline
NFSG Corp419$82.6K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.417$82.2K0.01%new13F-HRTimeline
SHP Wealth Management412$81.2K0.01%new13F-HRTimeline
Quaker Wealth Management, LLC408$80.5K0.03%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.400$78.9K0.03%new13F-HRTimeline
Quantbot Technologies LP397$78.3K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp395$77.9K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…385$75.9K0.02%new13F-HRTimelineGroup
General Partner, Inc.384$75.7K0.05%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.374$73.8K<0.01%-44613F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.313$61.7K0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…311$61.3K0.01%new13F-HRTimeline
Signature Equity Partners, LLC279$55.1K0.03%new13F-HRTimeline
Bollard Group LLC277$55K<0.01%new13F-HRTimeline
ENTRUST FINANCIAL LLC274$54K0.04%new13F-HRTimeline
Kozak & Associates, Inc.253$51.2K0.01%new13F-HRTimeline
True Link Financial Advisors, LLC259$51.1K<0.01%new13F-HR/ATimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…258$50K<0.01%new13F-HRTimelineGroup
Aventura Private Wealth, LLC251$49.4K0.02%new13F-HRTimeline
JNBA Financial Advisors240$47.3K<0.01%new13F-HRTimeline
High Note Wealth, LLC239$47.1K0.01%new13F-HRTimeline
Estabrook Capital Management237$46.7K0.01%new13F-HRTimeline
Aventus Investment Advisors, Inc.235$46.3K0.04%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…306$45K0.02%new13F-HRTimelineGroup
Cassaday & Co Wealth Management LLC232$44.9K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC225$44.4K0.01%-22613F-HRTimeline
Wellington Grp LLC225$44.4K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV221$43.6K<0.01%new13F-HRTimeline
Abound Wealth Management215$42.3K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…207$40.8K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc200$39.4K0.01%new13F-HRTimeline
Raleigh Capital Management Inc.195$38.5K0.01%new13F-HRTimeline
Avion Wealth197$38K0.01%new13F-HRTimeline
Quarry LP195$37.9K0.01%new13F-HRTimeline
JPL Wealth Management, LLC192$37.9K0.01%new13F-HR/ATimeline
Triumph Capital Management192$37.9K0.01%-23813F-HRTimeline
Heritage Wealth Advisors193$37.6K<0.01%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.188$37.1K0.02%new13F-HRTimeline
Truvestments Capital LLC182$35.9K0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT181$35.7K<0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV175$35K<0.01%-17513F-HRTimeline
Pacific Center for Financial Services175$34.5K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC167$32.9K<0.01%new13F-HRTimelineGroup
Westfuller Advisors, LLC166$32.7K0.01%new13F-HRTimeline
Capula Management Ltdin group Capula Management Ltd162$31.9K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Prosperity Bancshares Inc160$31.6K0.03%new13F-HRTimeline
TFC Financial Management, Inc.153$30.2K<0.01%new13F-HRTimeline
Operose Advisors LLC151$29.8K0.01%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC140$27.6K0.04%new13F-HRTimeline
Acumen Wealth Advisors, LLC137$27K0.01%new13F-HRTimeline
True Wealth Design, LLC137$27K0.01%new13F-HRTimeline
Mascoma Wealth Management LLC132$26K0.01%-13213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.134$26K0.01%new13F-HRTimeline
Pingora Partners LLC125$24.7K0.01%new13F-HRTimeline
Rialto Wealth Management, LLC125$24.7K0.01%new13F-HRTimeline
American Capital Advisory, LLC118$23.3K0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…117$23.1K0.01%new13F-HRTimeline
Intentional Wealth Strategies, LLC115$22.7K0.02%13F-HRTimeline
TD Capital Management LLC113$22.3K<0.01%new13F-HRTimeline
Robinswood Financial LLC109$21.5K0.01%new13F-HR/ATimeline
1 NORTH WEALTH SERVICES LLC107$21.1K0.01%new13F-HRTimeline

Events

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

    Accepted , ingested