Astrazeneca PLC (AZN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Loftus Peak Pty Ltd

NEW

Shares102,629

Change+102,629

Value$16.6M

Filed 2026-10-15

Mengis Capital Management, Inc.

INCREASED

Shares48,578 from 46,736

Change+1,842 (+4%)

Value$7.8M (-$1.0M)

Filed 2026-10-13

Stanley-Laman Group, Ltd.

DECREASED

Shares23,076 from 23,593

Change-517 (-2%)

Value$3.7M (-$747.6K)

Filed 2026-10-20

A. D. Beadell Investment Counsel, Inc.

DECREASED

Shares6,968 from 6,975

Change-7 (0%)

Value$1.1M (-$197.0K)

Filed 2026-10-14

Cullinan Associates Inc

DECREASED

Shares3,638 from 4,013

Change-375 (-9%)

Value$587.4K (-$173.5K)

Filed 2026-11-03

Fruth Investment Management

UNCHANGED

Shares3,499 from 3,499

Change0 (0%)

Value$564.0K (-$99.0K)

Filed 2026-10-13

Philadelphia Trust Co

DECREASED

Shares1,843 from 2,498

Change-655 (-26%)

Value$298.0K (-$176.0K)

Filed 2026-11-05

Asset Planning,Inc

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$80.7K (-$14.1K)

Filed 2026-10-26

Burkett Financial Services, LLC

NEW

Shares403

Change+403

Value$65.1K

Filed 2026-10-01

Compass Financial Management LLC

NEW

Shares305

Change+305

Value$49.2K

Filed 2026-10-30

Markowski Investments

NEW

Shares264

Change+264

Value$42.6K

Filed 2026-10-30

Byrne Asset Management LLC

DECREASED

Shares72 from 147

Change-75 (-51%)

Value$11.4K (-$16.5K)

Filed 2026-10-06

Winch Advisory Services, LLC

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$3.4K (-$569)

Filed 2026-11-06

LAM Group, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$161 (-$29)

Filed 2026-10-26

1620 Investment Advisors, Inc.

CLOSED

Shares0 from 5,058

Change-5,058 (-100%)

Value$0 (-$959.2K)

Filed 2026-11-04

Curbstone Financial Management Corp

CLOSED

Shares0 from 2,252

Change-2,252 (-100%)

Value$0 (-$427.0K)

Filed 2026-10-21

South Shore Capital Advisors

CLOSED

Shares0 from 1,939

Change-1,939 (-100%)

Value$0 (-$362.9K)

Filed 2026-10-20

RMG Wealth Management LLC

CLOSED

Shares0 from 87

Change-87 (-100%)

Value$0 (-$13.8K)

Filed 2026-10-26

Strategic Wealth Advisors LLC

CLOSED

Shares0 from 35

Change-35 (-100%)

Value$0 (-$3)

Filed 2026-11-06

Mediolanum International Funds Ltd

N/A

Shares— from 487,420

Change-487,420 (-100%)

Value—

Fayez Sarofim & Co

N/A

Shares— from 179,593

Change-179,593 (-100%)

Value—

Wahed Invest LLC

N/A

Shares— from 44,270

Change-44,270 (-100%)

Value—

Westport Asset Management Inc

N/A

Shares— from 7,500

Change-7,500 (-100%)

Value—

Raelipskie Partnership

N/A

Shares— from 7,412

Change-7,412 (-100%)

Value—

Harvest Fund Management Co., Ltd

N/A

Shares— from 5,158

Change-5,158 (-100%)

Value—

North Star Asset Management Inc

N/A

Shares— from 2,656

Change-2,656 (-100%)

Value—

Keynote Financial Services LLC

N/A

Shares— from 1,134

Change-1,134 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

Ogorek Anthony Joseph

N/A

Shares— from 208

Change-208 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 110

Change-110 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Loftus Peak Pty Ltd	NEW	102,629	—	+102,629	—	—	$16.6M	—	2026-10-15
Mengis Capital Management, Inc.	INCREASED	48,578	46,736	+1,842	+4%	$8.9M	$7.8M	-$1.0M	2026-10-13
Stanley-Laman Group, Ltd.	DECREASED	23,076	23,593	-517	-2%	$4.5M	$3.7M	-$747.6K	2026-10-20
A. D. Beadell Investment Counsel, Inc.	DECREASED	6,968	6,975	-7	0%	$1.3M	$1.1M	-$197.0K	2026-10-14
Cullinan Associates Inc	DECREASED	3,638	4,013	-375	-9%	$760.9K	$587.4K	-$173.5K	2026-11-03
Fruth Investment Management	UNCHANGED	3,499	3,499	0	0%	$663.0K	$564.0K	-$99.0K	2026-10-13
Philadelphia Trust Co	DECREASED	1,843	2,498	-655	-26%	$474.0K	$298.0K	-$176.0K	2026-11-05
Asset Planning,Inc	UNCHANGED	500	500	0	0%	$94.8K	$80.7K	-$14.1K	2026-10-26
Burkett Financial Services, LLC	NEW	403	—	+403	—	—	$65.1K	—	2026-10-01
Compass Financial Management LLC	NEW	305	—	+305	—	—	$49.2K	—	2026-10-30
Markowski Investments	NEW	264	—	+264	—	—	$42.6K	—	2026-10-30
Byrne Asset Management LLC	DECREASED	72	147	-75	-51%	$27.9K	$11.4K	-$16.5K	2026-10-06
Winch Advisory Services, LLC	UNCHANGED	21	21	0	0%	$4.0K	$3.4K	-$569	2026-11-06
LAM Group, Inc.	UNCHANGED	1	1	0	0%	$190	$161	-$29	2026-10-26
1620 Investment Advisors, Inc.	CLOSED	0	5,058	-5,058	-100%	$959.2K	$0	-$959.2K	2026-11-04
Curbstone Financial Management Corp	CLOSED	0	2,252	-2,252	-100%	$427.0K	$0	-$427.0K	2026-10-21
South Shore Capital Advisors	CLOSED	0	1,939	-1,939	-100%	$362.9K	$0	-$362.9K	2026-10-20
RMG Wealth Management LLC	CLOSED	0	87	-87	-100%	$13.8K	$0	-$13.8K	2026-10-26
Strategic Wealth Advisors LLC	CLOSED	0	35	-35	-100%	$3	$0	-$3	2026-11-06
Mediolanum International Funds Ltd	N/A	—	487,420	-487,420	-100%	$92.3M	—	—	—
Fayez Sarofim & Co	N/A	—	179,593	-179,593	-100%	$34.1M	—	—	—
Wahed Invest LLC	N/A	—	44,270	-44,270	-100%	$8.3M	—	—	—
Westport Asset Management Inc	N/A	—	7,500	-7,500	-100%	$1.4M	—	—	—
Raelipskie Partnership	N/A	—	7,412	-7,412	-100%	$1.4M	—	—	—
Harvest Fund Management Co., Ltd	N/A	—	5,158	-5,158	-100%	$978.0K	—	—	—
North Star Asset Management Inc	N/A	—	2,656	-2,656	-100%	$503.6K	—	—	—
Keynote Financial Services LLC	N/A	—	1,134	-1,134	-100%	$215.0K	—	—	—
Pinnacle Holdings, LLC	N/A	—	400	-400	-100%	$75.8K	—	—	—
Ogorek Anthony Joseph	N/A	—	208	-208	-100%	$39	—	—	—
Kerr Financial Planning Corp	N/A	—	110	-110	-100%	$20.9K	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$93	—	—	—

Showing 31 of 31 institutions