Who owns AZN
Which tracked institutional funds hold AZN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AZN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
265 tracked funds added or opened AZN while 343 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AZN’s largest tracked holder by dollar value, Evelyn Partners Group Ltd, sizes it at 88.6% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 88.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AZN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1406 tracked filers holding AZN, 760 increased or opened the position and 645 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AZN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 114
- Evelyn Partners Group Ltd$41.5B
- NORGES BANK$6.3B
- Jupiter Topco LLC$2.2B
- DIMENSIONAL FUND ADVISORS LP$551M
- AEGON ASSET MANAGEMENT UK Plc$357M
- Liontrust Investment Partners LLP$297M
Full exits 99
- Amundi$3.0B
- JANUS HENDERSON GROUP PLC$2.3B
- DekaBank Deutsche Girozentrale$747M
- ACADIAN ASSET MANAGEMENT LLC$457M
- Border to Coast Pensions Partnership Ltd$398M
- Andra AP-fonden$347M
Largest adds
- Rathbones Group PLC$1.5B
- WELLINGTON MANAGEMENT GROUP LLP$738M
- CAUSEWAY CAPITAL MANAGEMENT LLC$313M
- D. E. Shaw & Co., Inc.$203M
- CITIGROUP INC$198M
- Boston Partners$184M
Largest trims
- PRICE T ROWE ASSOCIATES INC /MD/$693M
- BANK OF AMERICA CORP /DE/$404M
- INVESTOR AB$392M
- FRANKLIN RESOURCES INC$382M
- FMR LLC$379M
- VANGUARD CAPITAL MANAGEMENT LLC$333M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| INVESTOR AB | 51,587,810 | $9.8B | 5.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 45,386,190 | $8.5B | 4.7% | 2026-Q2 |
| Capital International Investors added | 34,576,070 | $6.5B | 3.6% | 2026-Q2 |
| NORGES BANK new | 33,864,172 | $6.3B | 3.5% | 2026-Q2 |
| Capital World Investors added | 30,075,134 | $5.6B | 3.1% | 2026-Q2 |
| FMR LLC trimmed | 28,895,264 | $5.4B | 3.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 28,537,243 | $5.4B | 3.0% | 2026-Q2 |
| Legal & General Group Plc trimmed | 25,750,245 | $4.8B | 2.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 19,204,823 | $3.7B | 2.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 18,712,920 | $3.5B | 1.9% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 18,095,178 | $3.4B | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 17,690,462 | $3.4B | 1.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 16,616,629 | $3.2B | 1.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 16,511,727 | $3.1B | 1.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 13,291,085 | $2.5B | 1.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 12,640,672 | $2.4B | 1.3% | 2026-Q2 |
| Jupiter Topco LLC new | 11,866,013 | $2.2B | 1.2% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 11,720,479 | $2.2B | 1.2% | 2026-Q2 |
| Fisher Asset Management, LLC added | 11,146,292 | $2.1B | 1.2% | 2026-Q2 |
| AVIVA PLC trimmed | 10,899,700 | $2.0B | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 10,427,503 | $2.0B | 1.1% | 2026-Q2 |
| Invesco Ltd. added | 10,177,013 | $1.9B | 1.1% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 10,161,026 | $1.9B | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 9,742,396 | $1.8B | 1.0% | 2026-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 9,357,390 | $1.8B | 1.0% | 2026-Q2 |
| Rathbones Group PLC added | 7,979,150 | $1.5B | 0.8% | 2026-Q2 |
| MORGAN STANLEY added | 7,859,306 | $1.5B | 0.8% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 7,536,227 | $1.4B | 0.8% | 2026-Q2 |
| Nuveen, LLC added | 7,183,115 | $1.3B | 0.7% | 2026-Q2 |
| Sanders Capital, LLC trimmed | 6,986,830 | $1.3B | 0.7% | 2026-Q2 |
| Allianz Asset Management GmbH added | 6,830,190 | $1.3B | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 6,753,962 | $1.3B | 0.7% | 2026-Q2 |
| BARCLAYS PLC added | 6,592,403 | $1.3B | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 6,095,430 | $1.2B | 0.6% | 2026-Q2 |
| Swiss National Bank trimmed | 5,934,315 | $1.1B | 0.6% | 2026-Q2 |
| SEB Asset Management AB trimmed | 5,736,648 | $1.1B | 0.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 5,307,020 | $1.0B | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 5,297,462 | $1.0B | 0.6% | 2026-Q2 |
| CAISSE DES DEPOTS ET CONSIGNATIONS added | 5,034,088 | $942M | 0.5% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 5,021,518 | $952M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 4,895,753 | $916M | 0.5% | 2026-Q2 |
| FIL Ltd trimmed | 4,492,612 | $840M | 0.5% | 2026-Q2 |
| M&G PLC added | 4,482,712 | $838M | 0.5% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 4,345,439 | $857M | 0.5% | 2026-Q2 |
| Capital Research Global Investors trimmed | 4,197,587 | $787M | 0.4% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 3,772,997 | $681M | 0.4% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 3,694,158 | $700M | 0.4% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 3,673,390 | $687M | 0.4% | 2026-Q2 |
| Boston Partners added | 3,177,627 | $597M | 0.3% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 2,937,510 | $550M | 0.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP new | 2,904,886 | $551M | 0.3% | 2026-Q2 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 2,891,426 | $541M | 0.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 2,746,590 | $520M | 0.3% | 2026-Q2 |
| Lansforsakringar Fondforvaltning AB (publ) added | 2,523,337 | $474M | 0.3% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 2,429,349 | $461M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,409,624 | $457M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 2,359,807 | $441M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 2,332,566 | $438M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 2,306,344 | $437M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,281,431 | $432M | 0.2% | 2026-Q2 |
| Swedbank AB trimmed | 2,241,677 | $425M | 0.2% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 2,237,205 | $41.5B | 23.0% | 2026-Q2 |
| BlackRock, Inc. added | 2,169,622 | $411M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 2,033,587 | $382M | 0.2% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 1,994,378 | $373M | 0.2% | 2026-Q2 |
| LGT Group Foundation added | 1,980,315 | $370M | 0.2% | 2026-Q2 |
| Capital International, Inc./CA/ trimmed | 1,949,177 | $365M | 0.2% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 1,949,007 | $367M | 0.2% | 2026-Q2 |
| AEGON ASSET MANAGEMENT UK Plc new | 1,905,111 | $357M | 0.2% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 1,878,727 | $352M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,670,876 | $315M | 0.2% | 2026-Q2 |
| TD Asset Management Inc trimmed | 1,621,109 | $304M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,596,427 | $303M | 0.2% | 2026-Q2 |
| ABN AMRO Bank N.V. trimmed | 1,592,396 | $297M | 0.2% | 2026-Q2 |
| Liontrust Investment Partners LLP new | 1,586,940 | $297M | 0.2% | 2026-Q2 |
| Ninety One UK Ltd trimmed | 1,518,013 | $284M | 0.2% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 1,514,795 | $283M | 0.2% | 2026-Q2 |
| Intesa Sanpaolo S.p.A. added | 1,469,097 | $274M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec new | 1,463,843 | $274M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 1,352,177 | $256M | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,347,313 | $253M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,320,358 | $250M | 0.1% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC new | 1,310,660 | $249M | 0.1% | 2026-Q2 |
| Artemis Investment Management LLP trimmed | 1,279,269 | $239M | 0.1% | 2026-Q2 |
| Polar Capital Holdings Plc new | 1,247,549 | $237M | 0.1% | 2026-Q2 |
| Korea Investment CORP trimmed | 1,242,006 | $232M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 1,233,595 | $233M | 0.1% | 2026-Q2 |
| 1832 Asset Management L.P. added | 1,215,636 | $231M | 0.1% | 2026-Q2 |
| MUFG Securities EMEA plc added | 1,186,481 | $222M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,094,593 | $208M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 1,070,570 | $201M | 0.1% | 2026-Q2 |
| CAPITAL INTERNATIONAL SARL added | 996,566 | $187M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 970,043 | $184M | 0.1% | 2026-Q2 |
| ORBIMED ADVISORS LLC added | 915,700 | $171M | 0.1% | 2026-Q2 |
| SATURNA CAPITAL CORP added | 911,933 | $155M | 0.1% | 2026-Q2 |
| ASR Vermogensbeheer N.V. added | 862,996 | $162M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 841,164 | $160M | 0.1% | 2026-Q2 |
| Groupe la Francaise trimmed | 810,732 | $152M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 797,497 | $151M | 0.1% | 2026-Q2 |
| PRUDENTIAL PLC added | 170,573 | $3.2B | 1.8% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.