Also trades as: AZN.L (LSE) · $vol 541M · AZN.ST (STO) · $vol 91M · AZNCF (OTC) · $vol 31M · ZEG.DE (XETRA) · $vol 1M
AZN Institutional Ownership
AstraZeneca PLC
1W: +0.7%
1M: +2.3%
3M: -1.2%
YTD: -6.3%
1Y: +4.5%
3Y: +39.8%
5Y: +56.5%
$170.08
-1.98 (-1.15%)
Weekly Expected Move ±3.9%
$158
$165
$171
$178
$185
Credit Risk of going bust: lower than 80% of companies Debt: 10.9% of company value Bonds: $298.6M held by 249 funds, 47 bp over Treasuries → details ▾
If the stock fell to about $1.55 (down 99.1%), AstraZeneca PLC would be worth roughly what it owes.
Total debt $32.20B against a stock market value of $263.77B.
Distance to default 9.61 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $18.05B (short-term plus half of long-term), stock volatility 30.5%; Altman Z'' 1.79. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Total debt $32.20B against a stock market value of $263.77B.
Distance to default 9.61 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $18.05B (short-term plus half of long-term), stock volatility 30.5%; Altman Z'' 1.79. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
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Financials
Income Statement
Cash Flow
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Earnings
Analysis
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Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — AZN
1,589
Institutional Holders
+258 vs prior quarter
0.0%
Ownership
+0.00pp
$191B
Total Invested
285
New Positions
518
Increased
582
Reduced
108
Closed
1.25
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1610 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | INVESTOR AB | 51,587,810 | $8.8B | — | +0.0% | 2Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 45,386,190 | $7.7B | +346,048 | +0.8% | 2Q | SEC ↗ |
| 3 | Capital International Investors | 34,576,070 | $5.9B | +183,057 | +0.5% | 2Q | SEC ↗ |
| 4 | NORGES BANK NEW | 33,864,172 | $5.8B | — | +0.0% | 1Q | SEC ↗ |
| 5 | Capital World Investors | 30,075,134 | $5.1B | +1,810,554 | +6.4% | 2Q | SEC ↗ |
| 6 | FMR LLC | 28,895,264 | $4.9B | -706,460 | -2.4% | 2Q | SEC ↗ |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 28,537,243 | $4.9B | +4,786,158 | +20.2% | 2Q | SEC ↗ |
| 8 | Legal & General Group Plc | 25,750,245 | $4.4B | -99,733 | -0.4% | 2Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 19,204,823 | $3.3B | +613,901 | +3.3% | 2Q | SEC ↗ |
| 10 | VANGUARD ASSET MANAGEMENT, Ltd | 18,712,920 | $3.2B | +177,605 | +1.0% | 2Q | SEC ↗ |
| 11 | PRIMECAP MANAGEMENT CO/CA | 18,095,178 | $3.1B | -118,530 | -0.7% | 2Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 17,690,462 | $3.0B | -1,367,865 | -7.2% | 2Q | SEC ↗ |
| 13 | PRICE T ROWE ASSOCIATES INC /MD | 16,616,629 | $2.8B | -2,872,591 | -14.7% | 2Q | SEC ↗ |
| 14 | FRANKLIN RESOURCES INC | 16,511,727 | $2.8B | -1,280,434 | -7.2% | 2Q | SEC ↗ |
| 15 | Amundi | 16,422,784 | $2.8B | +1,036,635 | +6.7% | 2Q | SEC ↗ |
| 16 | VANGUARD FIDUCIARY TRUST CO | 13,291,085 | $2.3B | +95,907 | +0.7% | 2Q | SEC ↗ |
| 17 | DEUTSCHE BANK AG | 12,640,672 | $2.1B | +510,948 | +4.2% | 2Q | SEC ↗ |
| 18 | JANUS HENDERSON GROUP PLC NEW | 11,949,424 | $2.0B | — | +0.0% | 1Q | SEC ↗ |
| 19 | Jupiter Topco LLC NEW | 11,866,013 | $2.0B | — | +0.0% | 1Q | SEC ↗ |
| 20 | DZ BANK AG Deutsche Zentral Genossensc | 11,720,479 | $2.0B | -1,218,125 | -9.4% | 2Q | SEC ↗ |
| 21 | Fisher Asset Management, LLC | 11,146,292 | $1.9B | +300,584 | +2.8% | 2Q | SEC ↗ |
| 22 | AVIVA PLC | 10,899,700 | $1.9B | -187,961 | -1.7% | 2Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 10,427,503 | $1.8B | +41,048 | +0.4% | 2Q | SEC ↗ |
| 24 | Invesco Ltd. | 10,177,013 | $1.7B | +73,264 | +0.7% | 2Q | SEC ↗ |
| 25 | ROYAL LONDON ASSET MANAGEMENT LTD | 10,161,026 | $1.7B | -138,537 | -1.3% | 2Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 9,742,396 | $1.7B | -863,446 | -8.1% | 2Q | SEC ↗ |
| 27 | CAUSEWAY CAPITAL MANAGEMENT LLC | 9,357,390 | $1.6B | +1,935,641 | +26.1% | 2Q | SEC ↗ |
| 28 | Rathbones Group PLC | 7,979,150 | $1.4B | -75,793 | -0.9% | 2Q | SEC ↗ |
| 29 | MORGAN STANLEY | 7,859,306 | $1.3B | +889,992 | +12.8% | 2Q | SEC ↗ |
| 30 | BNP PARIBAS ASSET MANAGEMENT Holding S | 7,536,227 | $1.3B | -88,200 | -1.2% | 2Q | SEC ↗ |
| 31 | Nuveen, LLC | 7,183,115 | $1.2B | +403,581 | +6.0% | 2Q | SEC ↗ |
| 32 | Sanders Capital, LLC | 6,986,830 | $1.2B | -78,798 | -1.1% | 2Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 6,753,962 | $1.1B | +86,150 | +1.3% | 2Q | SEC ↗ |
| 34 | Allianz Asset Management GmbH | 6,690,300 | $1.1B | +160,339 | +2.5% | 2Q | SEC ↗ |
| 35 | BARCLAYS PLC | 6,592,403 | $1.1B | +1,100,411 | +20.0% | 2Q | SEC ↗ |
| 36 | AMERIPRISE FINANCIAL INC | 6,095,430 | $1.0B | +348,343 | +6.1% | 2Q | SEC ↗ |
| 37 | Swiss National Bank | 5,934,315 | $1.0B | -240,351 | -3.9% | 2Q | SEC ↗ |
| 38 | SEB Asset Management AB | 5,736,648 | $976M | -217,769 | -3.7% | 2Q | SEC ↗ |
| 39 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 5,307,020 | $903M | +654,774 | +14.1% | 2Q | SEC ↗ |
| 40 | UBS Group AG | 5,297,462 | $901M | -683,949 | -11.4% | 2Q | SEC ↗ |
| 41 | CAISSE DES DEPOTS ET CONSIGNATIONS | 5,034,088 | $856M | +151,620 | +3.1% | 2Q | SEC ↗ |
| 42 | Clearbridge Investments, LLC | 5,021,518 | $854M | -139,159 | -2.7% | 2Q | SEC ↗ |
| 43 | CITIGROUP INC | 4,895,753 | $833M | +1,190,281 | +32.1% | 2Q | SEC ↗ |
| 44 | FIL Ltd | 4,492,612 | $764M | -162,243 | -3.5% | 2Q | SEC ↗ |
| 45 | M&G PLC | 4,482,712 | $762M | +278,513 | +6.6% | 2Q | SEC ↗ |
| 46 | ALLIANCEBERNSTEIN L.P. | 4,345,439 | $739M | -934,126 | -17.7% | 2Q | SEC ↗ |
| 47 | Capital Research Global Investors | 4,197,587 | $714M | -413,589 | -9.0% | 2Q | SEC ↗ |
| 48 | DekaBank Deutsche Girozentrale | 3,783,927 | $644M | — | +0.0% | 2Q | SEC ↗ |
| 49 | CIBC Bancorp USA Inc. | 3,772,997 | $642M | -822,895 | -17.9% | 2Q | SEC ↗ |
| 50 | CREDIT AGRICOLE S A | 3,694,158 | $628M | +716,592 | +24.1% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 33,864,172 | $5.8B |
| JANUS HENDERSON GROUP PLC | 11,949,424 | $2.0B |
| Jupiter Topco LLC | 11,866,013 | $2.0B |
| DIMENSIONAL FUND ADVISORS LP | 2,904,886 | $494M |
| Evelyn Partners Group Ltd | 2,237,205 | $381M |
| AEGON ASSET MANAGEMENT UK Plc | 1,905,111 | $324M |
| Evelyn Partners Investment Manageme | 1,675,125 | $285M |
| Liontrust Investment Partners LLP | 1,586,940 | $270M |
| Caisse de depot et placement du Que | 1,463,843 | $249M |
| WCM INVESTMENT MANAGEMENT, LLC | 1,310,660 | $223M |
| Polar Capital Holdings Plc | 1,247,549 | $212M |
| Evelyn Partners Investment Manageme | 498,147 | $85M |
| Artisan Partners Limited Partnershi | 368,074 | $63M |
| Sixth Street Partners Management Co | 292,315 | $50M |
| Oslo Pensjonsforsikring AS | 226,997 | $39M |
| MONTRUSCO BOLTON INVESTMENTS INC. | 218,063 | $37M |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 184,279 | $31M |
| PROFESSIONAL ADVISORY SERVICES INC | 161,624 | $27M |
| Rhenman & Partners Asset Management | 151,500 | $26M |
| Voleon Capital Management LP | 125,385 | $21M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Alyeska Investment Group, L.P. | 1,062,278 | $181M |
| OMERS ADMINISTRATION Corp | 826,368 | $141M |
| Sofinnova Investments, Inc. | 456,031 | $78M |
| ONTARIO TEACHERS PENSION PLAN BOARD | 265,640 | $45M |
| Integral Health Asset Management, L | 250,000 | $43M |
| Balyasny Asset Management L.P. | 148,684 | $25M |
| BOONE CAPITAL MANAGEMENT LLC | 110,101 | $19M |
| ExodusPoint Capital Management, LP | 106,832 | $18M |
| Longaeva Partners L.P. | 80,130 | $14M |
| Schonfeld Strategic Advisors LLC | 42,071 | $7M |
| Calamos Advisors LLC | 33,768 | $6M |
| Arrow Capital Pty Ltd | 30,000 | $5M |
| WCG Wealth Advisors LLC | 25,758 | $4M |
| China Universal Asset Management Co | 25,600 | $4M |
| Samjo Management, LLC | 24,665 | $4M |
| MOODY LYNN LIEBERSON & WALKER, LLC | 22,732 | $4M |
| Gray Foundation | 18,268 | $3M |
| SEARLE & CO. | 17,675 | $3M |
| Twin Tree Management, LP | 11,420 | $2M |
| VICTORY CAPITAL MANAGEMENT INC | 11,255 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | +4,786,158 | +20.2% | 28,537,243 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | +1,935,641 | +26.1% | 9,357,390 |
| Capital World Investors | +1,810,554 | +6.4% | 30,075,134 |
| CITIGROUP INC | +1,190,281 | +32.1% | 4,895,753 |
| BARCLAYS PLC | +1,100,411 | +20.0% | 6,592,403 |
| Boston Partners | +1,083,731 | +51.8% | 3,177,627 |
| D. E. Shaw & Co., Inc. | +1,069,588 | +4277.5% | 1,094,593 |
| Amundi | +1,036,635 | +6.7% | 16,422,784 |
| MORGAN STANLEY | +889,992 | +12.8% | 7,859,306 |
| CREDIT AGRICOLE S A | +716,592 | +24.1% | 3,694,158 |
| CANADA PENSION PLAN INVESTMENT BOAR | +685,768 | +103.7% | 1,347,313 |
| RAYMOND JAMES FINANCIAL INC | +672,669 | +38.7% | 2,409,624 |
| JONES FINANCIAL COMPANIES LLLP | +666,460 | +66.4% | 1,670,876 |
| NATIXIS ADVISORS, LLC | +666,009 | +50.7% | 1,978,508 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +654,774 | +14.1% | 5,307,020 |
| JPMORGAN CHASE & CO | +613,901 | +3.3% | 19,204,823 |
| 1832 Asset Management L.P. | +574,321 | +89.6% | 1,215,636 |
| DEUTSCHE BANK AG | +510,948 | +4.2% | 12,640,672 |
| BANK OF MONTREAL /CAN | +433,492 | +22.5% | 2,359,807 |
| Assenagon Asset Management S.A. | +422,866 | +45.5% | 1,352,177 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD | -2,872,591 | -14.7% | 16,616,629 |
| NATIONAL BANK OF CANADA /FI | -1,689,891 | -79.1% | 447,620 |
| BANK OF AMERICA CORP /DE | -1,367,865 | -7.2% | 17,690,462 |
| FRANKLIN RESOURCES INC | -1,280,434 | -7.2% | 16,511,727 |
| DZ BANK AG Deutsche Zentral Genosse | -1,218,125 | -9.4% | 11,720,479 |
| ALLIANCEBERNSTEIN L.P. | -934,126 | -17.7% | 4,345,439 |
| CITADEL ADVISORS LLC | -899,750 | -48.1% | 970,043 |
| GOLDMAN SACHS GROUP INC | -863,446 | -8.1% | 9,742,396 |
| ABN AMRO Bank N.V. | -852,775 | -34.9% | 1,592,396 |
| CIBC Bancorp USA Inc. | -822,895 | -17.9% | 3,772,997 |
| JANE STREET GROUP, LLC | -820,990 | -97.2% | 23,711 |
| MILLENNIUM MANAGEMENT LLC | -720,732 | -55.3% | 581,913 |
| FMR LLC | -706,460 | -2.4% | 28,895,264 |
| UBS Group AG | -683,949 | -11.4% | 5,297,462 |
| VOYA INVESTMENT MANAGEMENT LLC | -636,269 | -34.0% | 1,233,595 |
| FRED ALGER MANAGEMENT, LLC | -629,957 | -81.9% | 138,797 |
| Pictet Asset Management Holding SA | -544,354 | -15.6% | 2,937,510 |
| Ninety One UK Ltd | -529,006 | -25.8% | 1,518,013 |
| Point72 Asset Management, L.P. | -522,418 | -42.3% | 711,547 |
| AMERICAN CENTURY COMPANIES INC | -486,668 | -26.9% | 1,320,358 |