ASTRAZENECA PLC-SPONS ADR (AZN) Institutional Shareholders
ASTRAZENECA PLC-SPONS ADR (AZN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $163.92M in AZN holdings during the latest filing period.
Mediolanum International Funds Ltd is currently the largest disclosed institutional shareholder of AZN tracked by InsiderSet, reporting ownership valued at approximately $92.32M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $80.95M, representing an estimated loss of -12.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed AZN value among the investors covered in this analysis. Major shareholders include Mediolanum International Funds Ltd, Fayez Sarofim & Co, Mengis Capital Management, Inc., and several other long-term asset managers with concentrated positions in ASTRAZENECA PLC-SPONS ADR (AZN).
This page ranks the largest institutional AZN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
32
Total Reported Value
$163.92M
Largest Holder
Mediolanum International Funds Ltd
Largest Position
$92.32M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
243
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 0.79% | 487,420 | $92,316,944 | $80,950,714 | -$11,366,230 | -12.31% | |
| Fayez Sarofim & Co | 0.08% | 179,593 | $34,054,410 | $29,826,805 | -$4,227,605 | -12.41% | |
| Mengis Capital Management, Inc. | 1.35% | 46,736 | $8,862,080 | $7,761,915 | -$1,100,165 | -12.41% | |
| Wahed Invest Llc | 0.86% | 44,270 | $8,284,761 | $7,352,362 | -$932,399 | -11.25% | |
| Stanley-Laman Group, Ltd. | 0.45% | 23,593 | $4,473,705 | $3,918,325 | -$555,380 | -12.41% | |
| Advisors Asset Management, Inc. | 0.06% | 75,380 | $4,390,885 | $12,519,110 | +$8,128,225 | +185.12% | |
| Westport Asset Management Inc | 0.58% | 7,500 | $1,422,150 | $1,245,600 | -$176,550 | -12.41% | |
| Raelipskie Partnership | 0.53% | 7,412 | $1,395,505 | $1,230,985 | -$164,520 | -11.79% | |
| A. D. Beadell Investment Counsel, Inc. | 0.85% | 6,975 | $1,322,000 | $1,158,408 | -$163,592 | -12.37% | |
| First Affirmative Financial Network | 0.46% | 12,685 | $973,197 | $2,106,725 | +$1,133,528 | +116.47% | |
| 1620 Investment Advisors, Inc. | 0.59% | 5,058 | $959,213 | $840,033 | -$119,180 | -12.42% | |
| B. Riley Wealth Advisors, Inc. | 0.03% | 12,542 | $921,887 | $2,082,975 | +$1,161,088 | +125.95% | |
| Cullinan Associates Inc | 0.06% | 4,013 | $760,945 | $666,479 | -$94,466 | -12.41% | |
| Fruth Investment Management | 0.16% | 3,499 | $663,000 | $581,114 | -$81,886 | -12.35% | |
| North Star Asset Management Inc | 0.02% | 2,656 | $503,631 | $441,108 | -$62,523 | -12.41% | |
| Harvest Fund Management Co., Ltd | 0.02% | 2,579 | $489,000 | $428,320 | -$60,680 | -12.41% | |
| Philadelphia Trust Co | 0.03% | 2,498 | $474,000 | $414,868 | -$59,132 | -12.48% | |
| Curbstone Financial Management Corp | 0.07% | 2,252 | $427,024 | $374,012 | -$53,012 | -12.41% | |
| Dakota Wealth Management | 0.01% | 4,854 | $372,371 | $806,152 | +$433,781 | +116.49% | |
| South Shore Capital Advisors | 0.24% | 1,939 | $362,863 | $322,029 | -$40,834 | -11.25% | |
| Keynote Financial Services Llc | 0.10% | 1,134 | $215,029 | $188,335 | -$26,694 | -12.41% | |
| Asset Planning,Inc | 0.06% | 500 | $94,810 | $83,040 | -$11,770 | -12.41% | |
| Pinnacle Holdings, Llc | 0.02% | 400 | $75,848 | $66,432 | -$9,416 | -12.41% | |
| Ogorek Anthony Joseph | 0.01% | 208 | $39,000 | $34,545 | -$4,455 | -11.42% | |
| Byrne Asset Management Llc | 0.02% | 147 | $27,874 | $24,414 | -$3,460 | -12.41% | |
| Kerr Financial Planning Corp | 0.02% | 110 | $20,859 | $18,269 | -$2,590 | -12.42% | |
| Rmg Wealth Management Llc | 0.00% | 87 | $13,790 | $14,449 | +$659 | +4.78% | |
| Winch Advisory Services, Llc | 0.00% | 21 | $3,982 | $3,488 | -$494 | -12.41% | |
| Strategic Wealth Advisors Llc | 0.00% | 35 | $3,000 | $5,813 | +$2,813 | +93.76% | |
| Redwood Investment Management, Llc | 0.03% | 4,653 | $305 | $772,770 | +$772,465 | +253267.29% | |
| Lam Group, Inc. | 0.00% | 1 | $190 | $166 | -$24 | -12.59% | |
| Huntington National Bank | 0.00% | 1 | $93 | $166 | +$73 | +78.58% |
Frequently asked questions about AZN
Who owns the most AZN stock?
The largest holders of AZN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ASTRAZENECA PLC-SPONS ADR (AZN).
Is AZN widely held by superinvestors?
Many widely followed stocks like AZN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AZN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.