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Disclosery

AZN ASTRAZENECA PLC

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ADR (common), issuer CIK 901832

54 managers (56 13F filers) reported a position in AZN shares at 2025-12-31, 1,684,398 shares in all. 48 filers opened a position and 2 filers sold out during the quarter.

Managers
54
13F filers
56
New
48
Added
2
Reduced
2
Sold out
2
Shares held by filers
1,684,398

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
VAUGHAN DAVID INVESTMENTS LLC/IL503,517$46.3M1.01%new13F-HRTimeline
Oslo Pensjonsforsikring AS224,659$41.5M6.13%13F-HRTimeline
Strategic Wealth Partners, Ltd.164,654$15.1M1.04%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS142,248$13.1M0.02%new13F-HRTimeline
Azimuth Capital Investment Management L…116,470$10.7M0.38%new13F-HRTimeline
L & S Advisors Inc84,691$7.79M0.72%new13F-HRTimeline
Boston Common Asset Management, LLC83,424$7.67M0.46%-109,16513F-HR/ATimeline
HENDLEY & CO INC64,805$5.96M2.13%new13F-HRTimeline
SWP Investment Management LLC30,391$2.79M2.03%+1,79513F-HRTimeline
FNY Investment Advisers, LLC200$2.76M0.78%013F-HRTimeline
OARSMAN CAPITAL, INC.28,644$2.63M0.34%new13F-HRTimeline
BURLING WEALTH PARTNERS, LLC25,822$2.37M0.37%new13F-HRTimeline
Advisory Services Network, LLC20,517$1.9M0.03%new13F-HRTimeline
Valeo Financial Advisors, LLC19,335$1.78M0.04%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding18,713$1.72MnewTimeline
Parallel Advisors, LLC15,324$1.41M0.03%new13F-HRTimeline
Icon Wealth Advisors, LLC14,094$1.27M0.08%new13F-HRTimeline
REXFORD CAPITAL INC13,451$1.24M0.94%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC12,953$1.19M0.09%new13F-HRTimeline
May Hill Capital, LLC11,987$1.1M0.3%new13F-HR/ATimeline
BEARING POINT CAPITAL, LLC11,665$1.07M0.17%new13F-HRTimeline
Calydon Capital9,848$905K0.15%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,475$779K0.05%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,954$731K0.03%new13F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC6,250$575K0.13%new13F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC5,205$478K0.33%new13F-HRTimeline
SEVEN MILE ADVISORY4,207$387K0.07%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,034$371K0.04%13F-HRTimeline
Guardian Wealth Management, Inc.3,893$358K0.21%new13F-HRTimeline
Alteri Wealth LLC3,701$340K0.11%new13F-HRTimeline
Root Financial Partners, LLC3,547$326K0.02%new13F-HRTimeline
Rossby Financial, LCC3,178$292K0.09%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,509$231K0.04%new13F-HRTimelineGroup
Lynx Investment Advisory2,467$227K0.12%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,108$208K0.06%new13F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…2,217$204K0.13%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,410$130KnewTimeline
Anchor Investment Management, LLC1,203$111K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,141$105K0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.820$75.4K<0.01%new13F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC698$64.2K0.1%new13F-HRTimeline
Elyxium Wealth, LLC583$53.6K0.02%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC451$41.5K0.01%+3313F-HRTimeline
Triumph Capital Management430$39.5K0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV350$32K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC264$24.3K0.01%new13F-HRTimeline
Fairscale Capital, LLC212$19.5K0.01%new13F-HRTimeline
Hughes Financial Services, LLC191$17.6K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC162$14.9K0.01%013F-HRTimeline
Bare Financial Services, Inc117$10.8K<0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC94$8.64K<0.01%new13F-HRTimeline
Essential Partners LLC52$4.78K<0.01%new13F-HRTimeline
Imprint Wealth LLC45$4.14K0.02%new13F-HRTimeline
Bullock Wealth Management Group18$1.66K<0.01%-1113F-HRTimeline

Events

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

    Accepted , ingested