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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+107—107$9.84KQ4 2025Aug 28, 2026
Vela Investment Management, LlcBuy+13,987—13,987$1.29MQ4 2025Aug 27, 2026
Advisors Asset Management, Inc.Sell-50,365-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementBuy+5,595+115.3%10,449$960.58KQ4 2025Aug 26, 2026
Redwood Investment Management, LlcSell-64-1.3%4,747$436.00Q4 2025Aug 26, 2026
Invesco Ltd.Buy+13,114,038—13,114,038$1.21BQ4 2025Jul 15, 2026
Kerr Financial Planning CorpSell-134-54.9%110$20.66KQ4 2025Jul 01, 2026
Independent Financial Group, LlcSell-60-1.2%4,827$443.74KQ4 2025May 15, 2026
Vision Retirement, LlcBuy+50—50$4.63KQ4 2025May 07, 2026
Cfg Wealth Management Services, Inc.Buy+20—20$1.84KQ4 2025May 07, 2026
Parrish Capital LlcBuy+25,666—25,666$2.36MQ4 2025Apr 28, 2026
Bravera WealthBuy+59—59$5.42KQ4 2025Apr 22, 2026
Athena Wealth Management, LlcBuy+6,310—6,310$580.04KQ4 2025Apr 17, 2026
Capital Investment Management, Inc.Buy+4,063—4,063$373.50KQ4 2025Apr 10, 2026
Hamrick Investment Counsel, LlcBuy+3—3$276.00Q4 2025Apr 01, 2026
Old North State Trust, LlcBuy+2,673—2,673$246.00KQ4 2025Mar 24, 2026
Purpose Unlimited Inc.Buy+73,490—73,490$6.76MQ4 2025Mar 20, 2026
Larry Mathis Financial Planning, LlcBuy+5,770—5,770$530.44KQ4 2025Mar 11, 2026
Meadowbrook Advisors Group, LlcBuy+3,695—3,695$339.68KQ4 2025Mar 11, 2026
Advisortrust Partners, LlcBuy+2,956—2,956$271.75KQ4 2025Mar 10, 2026
Hsbc Holdings PlcBuy+53,265—53,265$4.90MQ4 2025Mar 06, 2026
Union Savings BankBuy+30—30$2.76KQ4 2025Mar 06, 2026
Mengis Capital Management, Inc.Buy+93,361—93,361$8.58MQ4 2025Mar 05, 2026
BaybanBuy+40—40$3.68KQ4 2025Mar 05, 2026
Rehmann Capital Advisory GroupBuy+13,924—13,924$1.28MQ4 2025Mar 04, 2026
Shp Wealth ManagementBuy+1,082—1,082$99.46KQ4 2025Mar 04, 2026
Bank Of HawaiiBuy+18,756—18,756$1.72MQ4 2025Mar 03, 2026
Ejmk Ventures LlcBuy+9,249—9,249$850.26KQ4 2025Mar 03, 2026
S Harris Financial Group, LlcBuy+7,355—7,355$676.18KQ4 2025Mar 03, 2026
Nwf Advisory Services Inc.Buy+7,020—7,020$645.35KQ4 2025Mar 03, 2026
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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.