AZN Institutional Ownership & Shareholders
ASTRAZENECA PLC-SPONS ADR (AZN) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $614.28M based on the latest available SEC Form 13F filings for the quarter ended December 31, 2025.
Neuberger Berman Group Llc is currently the largest disclosed institutional shareholder of AZN tracked by InsiderSet, reporting ownership valued at approximately $455.96M in its December 31, 2025 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $925.41M, representing an estimated gain of +102.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed AZN value among the investors covered in this analysis. Major shareholders include Neuberger Berman Group Llc, Mediolanum International Funds Ltd, Fayez Sarofim & Co, 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
30
Total Reported Value
$614.28M
Largest Holder
Neuberger Berman Group Llc
Largest Position
$455.96M
Insider Transactions (90d)
4
Latest Filing Quarter
Q4 2025
New Institutional Positions
234
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | 0.34% | 4,959,858 | $455,959,716 | $925,410,306 | +$469,450,590 | +102.96% | |
| Mediolanum International Funds Ltd | 0.79% | 487,420 | $92,316,944 | $90,942,824 | -$1,374,120 | -1.49% | |
| Fayez Sarofim & Co | 0.08% | 179,593 | $34,054,410 | $33,508,462 | -$545,948 | -1.60% | |
| Wahed Invest Llc | 0.86% | 44,270 | $8,284,761 | $8,259,897 | -$24,864 | -0.30% | |
| Mengis Capital Management, Inc. | 1.17% | 48,578 | $7,843,891 | $9,063,683 | +$1,219,792 | +15.55% | |
| Advisors Asset Management, Inc. | 0.06% | 75,380 | $4,390,885 | $14,064,400 | +$9,673,515 | +220.31% | |
| Stanley-Laman Group, Ltd. | 0.41% | 23,076 | $3,726,123 | $4,305,520 | +$579,397 | +15.55% | |
| Westport Asset Management Inc | 0.58% | 7,500 | $1,422,150 | $1,399,350 | -$22,800 | -1.60% | |
| Raelipskie Partnership | 0.53% | 7,412 | $1,395,505 | $1,382,931 | -$12,574 | -0.90% | |
| Hohimer Wealth Management, Llc | 0.23% | 12,631 | $985,092 | $2,356,692 | +$1,371,600 | +139.24% | |
| 1620 Investment Advisors, Inc. | 0.59% | 5,058 | $959,213 | $943,722 | -$15,491 | -1.62% | |
| Cullinan Associates Inc | 0.04% | 3,638 | $587,428 | $678,778 | +$91,350 | +15.55% | |
| North Star Asset Management Inc | 0.02% | 2,656 | $503,631 | $495,556 | -$8,075 | -1.60% | |
| Harvest Fund Management Co., Ltd | 0.02% | 2,579 | $489,000 | $481,190 | -$7,810 | -1.60% | |
| Philadelphia Trust Co | 0.03% | 2,498 | $474,000 | $466,077 | -$7,923 | -1.67% | |
| Dakota Wealth Management | 0.01% | 4,854 | $372,371 | $905,659 | +$533,288 | +143.21% | |
| Keynote Financial Services Llc | 0.10% | 1,134 | $215,029 | $211,582 | -$3,447 | -1.60% | |
| Asset Planning,Inc | 0.05% | 500 | $80,735 | $93,290 | +$12,555 | +15.55% | |
| Pinnacle Holdings, Llc | 0.02% | 400 | $75,848 | $74,632 | -$1,216 | -1.60% | |
| Burkett Financial Services, Llc | 0.02% | 403 | $65,072 | $75,192 | +$10,120 | +15.55% | |
| Ogorek Anthony Joseph | 0.01% | 208 | $39,000 | $38,809 | -$191 | -0.49% | |
| Kerr Financial Planning Corp | 0.02% | 110 | $20,859 | $20,524 | -$335 | -1.61% | |
| Byrne Asset Management Llc | 0.01% | 72 | $11,354 | $13,434 | +$2,080 | +18.32% | |
| Winch Advisory Services, Llc | 0.00% | 21 | $3,982 | $3,918 | -$64 | -1.60% | |
| Strategic Wealth Advisors Llc | 0.00% | 35 | $3,000 | $6,530 | +$3,530 | +117.68% | |
| A. D. Beadell Investment Counsel, Inc. | 0.74% | 6,968 | $1,125 | $1,300,089 | +$1,298,964 | +115463.51% | |
| Fruth Investment Management | 0.14% | 3,499 | $564 | $652,843 | +$652,279 | +115652.38% | |
| Redwood Investment Management, Llc | 0.03% | 4,653 | $305 | $868,157 | +$867,852 | +284541.55% | |
| Lam Group, Inc. | 0.00% | 1 | $161 | $187 | +$26 | +15.89% | |
| Huntington National Bank | 0.00% | 1 | $93 | $187 | +$94 | +100.62% |
Frequently asked questions about AZN
Who are the largest institutional holders of AZN?
The largest institutional holders of AZN reported in the latest SEC Form 13F filings include Neuberger Berman Group Llc, Mediolanum International Funds Ltd, Fayez Sarofim & Co, Wahed Invest Llc, and Mengis Capital Management, Inc.. InsiderSet ranks institutional holders by their latest reported AZN position.
What is AZN institutional ownership?
This page tracks AZN positions reported by institutional investment managers through SEC Form 13F. ASTRAZENECA PLC-SPONS ADR (AZN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AZN?
InsiderSet currently tracks 30 institutional managers reporting AZN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AZN shareholders.
How much AZN stock do institutions own?
Institutional investment managers disclosed approximately $614.28M in AZN holdings for Q4 2025. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AZN institutional ownership last updated?
The latest AZN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended December 31, 2025. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AZN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AZN position after the reporting date.
Are institutions buying or selling AZN?
Institutional buying and selling can be analyzed by comparing AZN positions across consecutive 13F reporting periods. InsiderSet's AZN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AZN ownership changes.
How has AZN institutional ownership changed over time?
InsiderSet tracks AZN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.