ASTRAZENECA PLC-SPONS ADR (AZN) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $167.51M in AZN holdings during the latest filing period.

Foresight Global Investors, Inc. is currently the largest disclosed institutional shareholder of AZN tracked by InsiderSet, reporting ownership valued at approximately $28.66M in its March 31, 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 $25.85M, representing an estimated loss of -9.80% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed AZN value among the investors covered in this analysis. Major shareholders include Foresight Global Investors, Inc., Edentree Asset Management Ltd, Davidson Investment Advisors, 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

70

Total Reported Value

$167.51M

Largest Holder

Foresight Global Investors, Inc.

Largest Position

$28.66M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

249

Funds Exiting Positions

0

Page 1 of 2
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Foresight Global Investors, Inc.18.60%145,297$28,655,474$25,846,883-$2,808,591-9.80%
Edentree Asset Management Ltd6.84%117,184$22,700,536$20,845,862-$1,854,674-8.17%
Davidson Investment Advisors0.85%234,231$17,215,972$41,667,353+$24,451,381+142.03%
Axiom Investors Llc0.14%62,728$12,371,216$11,158,684-$1,212,532-9.80%
Banque Transatlantique Sa0.29%62,182$12,063,190$11,061,556-$1,001,634-8.30%
Capital Fund Management S.A.0.09%51,161$10,089,972$9,101,030-$988,942-9.80%
Mengis Capital Management, Inc.1.59%46,698$9,209,779$8,307,107-$902,672-9.80%
Ethic Inc.0.11%35,606$7,022,156$6,333,951-$688,205-9.80%
Wahed Invest Llc0.88%35,154$6,809,952$6,253,545-$556,407-8.17%
Pinkerton Wealth, Llc0.58%69,281$6,368,999$12,324,397+$5,955,398+93.51%
Stanley-Laman Group, Ltd.0.58%24,050$4,743,141$4,278,255-$464,887-9.80%
Coppell Advisory Solutions Llc2.42%21,183$4,106,960$3,768,244-$338,716-8.25%
White Lighthouse Investment Management Inc.0.42%15,213$3,000,308$2,706,241-$294,067-9.80%
Corient Private Wealth Llc0.00%12,631$2,445,917$2,246,929-$198,988-8.14%
Parrish Capital Llc1.06%25,666$2,359,475$4,565,725+$2,206,250+93.51%
Iht Wealth Management, Llc0.04%8,764$1,728,439$1,559,028-$169,411-9.80%
Westport Asset Management Inc0.65%7,500$1,479,150$1,334,175-$144,975-9.80%
Raelipskie Partnership0.61%7,412$1,435,518$1,318,521-$116,997-8.15%
Dcf Advisers, Llc0.43%5,750$1,134,015$1,022,867-$111,148-9.80%
Ifp Advisors, Inc0.02%12,001$1,113,333$2,134,858+$1,021,525+91.75%
Independent Financial Group, Llc0.01%17,824$1,070,783$3,170,711+$2,099,928+196.11%
Marotta Asset Management0.18%4,959$995,420$882,157-$113,263-11.38%
1620 Investment Advisors, Inc.0.67%5,029$991,939$894,609-$97,330-9.81%
First Affirmative Financial Network0.46%12,685$973,197$2,256,535+$1,283,338+131.87%
Cullinan Associates Inc0.06%4,013$791,444$713,873-$77,571-9.80%
Wick Capital Partners, Llc0.13%3,658$721,480$650,722-$70,758-9.81%
Athena Wealth Management, Llc0.26%6,310$580,040$1,122,486+$542,446+93.52%
Gotham Asset Management, Llc0.00%2,868$565,627$510,189-$55,438-9.80%
American State Bank (Iowa)0.02%8,490$551,348$1,510,286+$958,938+173.93%
North Star Asset Management Inc0.02%2,656$523,816$472,476-$51,340-9.80%
Curbstone Financial Management Corp0.08%2,252$444,139$400,608-$43,531-9.80%
Gerber Kawasaki Wealth & Investment Management0.01%1,931$380,831$343,506-$37,325-9.80%
South Shore Capital Advisors0.27%1,939$375,615$344,929-$30,686-8.17%
National Philanthropic Trust0.01%5,467$368,202$972,525+$604,323+164.13%
Dv Trading Llc0.02%1,323$260,922$235,348-$25,574-9.80%
Sax Wealth Advisors, Llc0.01%2,748$252,624$488,842+$236,218+93.51%
Providence Wealth Advisors, Llc0.16%1,226$245,765$218,093-$27,672-11.26%
Keynote Financial Services Llc0.12%1,134$223,647$201,727-$21,920-9.80%
Carter Financial Group, Inc.0.13%1,104$217,731$196,391-$21,340-9.80%
Kelleher Financial Advisors0.05%3,015$210,688$536,338+$325,650+154.57%
Talisman Wealth Advisors Llc0.17%1,066$210,237$189,631-$20,606-9.80%
Itau Unibanco Holding S.A.0.00%1,227$112,798$218,271+$105,473+93.51%
Asset Planning,Inc0.07%500$98,610$88,945-$9,665-9.80%
Pinnacle Holdings, Llc0.03%400$78,888$71,156-$7,732-9.80%
Archer Investment Corp0.01%269$53,046$47,852-$5,194-9.79%
Byrne Asset Management Llc0.02%147$28,991$26,150-$2,841-9.80%
Rmg Wealth Management Llc0.00%129$23,460$22,948-$512-2.18%
Kerr Financial Planning Corp0.03%110$20,459$19,568-$891-4.36%
Corsicana & Co.0.01%200$14,700$35,578+$20,878+142.03%
Tripletail Wealth Management, Llc0.02%71$14,448$12,630-$1,818-12.58%

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.