ASTRAZENECA PLC-SPONS ADR (AZN) Institutional Ownership Changes & 13F Activity
ASTRAZENECA PLC-SPONS ADR (AZN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Mengis Capital Management, Inc., Purpose Unlimited Inc., Hsbc Holdings Plc, and Advisors Asset Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +107 | — | 107 | $9.84K | Q4 2025 | Aug 28, 2026 |
| Vela Investment Management, Llc | Buy | +13,987 | — | 13,987 | $1.29M | Q4 2025 | Aug 27, 2026 |
| Advisors Asset Management, Inc. | Sell | -50,365 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Buy | +5,595 | +115.3% | 10,449 | $960.58K | Q4 2025 | Aug 26, 2026 |
| Redwood Investment Management, Llc | Sell | -64 | -1.3% | 4,747 | $436.00 | Q4 2025 | Aug 26, 2026 |
| Invesco Ltd. | Buy | +13,114,038 | — | 13,114,038 | $1.21B | Q4 2025 | Jul 15, 2026 |
| Kerr Financial Planning Corp | Sell | -134 | -54.9% | 110 | $20.66K | Q4 2025 | Jul 01, 2026 |
| Independent Financial Group, Llc | Sell | -60 | -1.2% | 4,827 | $443.74K | Q4 2025 | May 15, 2026 |
| Vision Retirement, Llc | Buy | +50 | — | 50 | $4.63K | Q4 2025 | May 07, 2026 |
| Cfg Wealth Management Services, Inc. | Buy | +20 | — | 20 | $1.84K | Q4 2025 | May 07, 2026 |
| Parrish Capital Llc | Buy | +25,666 | — | 25,666 | $2.36M | Q4 2025 | Apr 28, 2026 |
| Bravera Wealth | Buy | +59 | — | 59 | $5.42K | Q4 2025 | Apr 22, 2026 |
| Athena Wealth Management, Llc | Buy | +6,310 | — | 6,310 | $580.04K | Q4 2025 | Apr 17, 2026 |
| Capital Investment Management, Inc. | Buy | +4,063 | — | 4,063 | $373.50K | Q4 2025 | Apr 10, 2026 |
| Hamrick Investment Counsel, Llc | Buy | +3 | — | 3 | $276.00 | Q4 2025 | Apr 01, 2026 |
| Old North State Trust, Llc | Buy | +2,673 | — | 2,673 | $246.00K | Q4 2025 | Mar 24, 2026 |
| Purpose Unlimited Inc. | Buy | +73,490 | — | 73,490 | $6.76M | Q4 2025 | Mar 20, 2026 |
| Larry Mathis Financial Planning, Llc | Buy | +5,770 | — | 5,770 | $530.44K | Q4 2025 | Mar 11, 2026 |
| Meadowbrook Advisors Group, Llc | Buy | +3,695 | — | 3,695 | $339.68K | Q4 2025 | Mar 11, 2026 |
| Advisortrust Partners, Llc | Buy | +2,956 | — | 2,956 | $271.75K | Q4 2025 | Mar 10, 2026 |
| Hsbc Holdings Plc | Buy | +53,265 | — | 53,265 | $4.90M | Q4 2025 | Mar 06, 2026 |
| Union Savings Bank | Buy | +30 | — | 30 | $2.76K | Q4 2025 | Mar 06, 2026 |
| Mengis Capital Management, Inc. | Buy | +93,361 | — | 93,361 | $8.58M | Q4 2025 | Mar 05, 2026 |
| Bayban | Buy | +40 | — | 40 | $3.68K | Q4 2025 | Mar 05, 2026 |
| Rehmann Capital Advisory Group | Buy | +13,924 | — | 13,924 | $1.28M | Q4 2025 | Mar 04, 2026 |
| Shp Wealth Management | Buy | +1,082 | — | 1,082 | $99.46K | Q4 2025 | Mar 04, 2026 |
| Bank Of Hawaii | Buy | +18,756 | — | 18,756 | $1.72M | Q4 2025 | Mar 03, 2026 |
| Ejmk Ventures Llc | Buy | +9,249 | — | 9,249 | $850.26K | Q4 2025 | Mar 03, 2026 |
| S Harris Financial Group, Llc | Buy | +7,355 | — | 7,355 | $676.18K | Q4 2025 | Mar 03, 2026 |
| Nwf Advisory Services Inc. | Buy | +7,020 | — | 7,020 | $645.35K | Q4 2025 | Mar 03, 2026 |
Frequently asked questions about AZN activity
Which institutional owners are buying AZN?
Institutional owners buying AZN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AZN activity?
"Buy" means an investor increased their reported position in AZN compared to the prior reporting period. This reflects growing exposure to ASTRAZENECA PLC-SPONS ADR (AZN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AZN increasing?
Institutional interest in AZN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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