AstraZeneca PLC
AZN- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000901832
In the last 90 days, AstraZeneca PLC insiders filed 1 open-market purchase and 0 sales; 1,511 institutions reported holding it in 13F filings for Q2 2026, worth $151.3B in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in AstraZeneca PLC as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 968
- −32 vs. Q2 2022
- Shares held
- 515.7M
- −12.8M (−2.4%) vs. Q2 2022
- Total value
- $28.3B
- −$6.64B (−19.0%) vs. Q2 2022
- New holders
- 80
- 381 more added
- Sold out
- 112
- 318 more reduced
19 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AZN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,511 | $151.3B |
| Q1 2026 | 1,389 | $148.4B |
| Q4 2025 | 1,410 | $46.4B |
| Q3 2025 | 1,292 | $37.9B |
| Q2 2025 | 1,223 | $34.7B |
| Q1 2025 | 1,251 | $37.0B |
| Q4 2024 | 1,222 | $33.7B |
| Q3 2024 | 1,230 | $39.1B |
| Q2 2024 | 1,213 | $39.0B |
| Q1 2024 | 1,141 | $33.8B |
| Q4 2023 | 1,131 | $33.2B |
| Q3 2023 | 1,075 | $33.7B |
| Q2 2023 | 1,093 | $35.4B |
| Q1 2023 | 1,057 | $35.0B |
| Q4 2022 | 1,063 | $34.2B |
| Q3 2022 | 968 | $28.3B |
| Q2 2022 | 1,019 | $34.9B |
| Q1 2022 | 984 | $34.3B |
| Q4 2021 | 952 | $29.4B |
| Q3 2021 | 911 | $31.1B |
| Q2 2021 | 772 | $26.1B |
| Q1 2021 | 757 | $20.4B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pacific Center for Financial Services | 350 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 347 | $19.0K | 0.01% | +21+6.4% | Added |
| Core Alternative Capital | 339 | $19.0K | 0.00% | +89+35.6% | Added |
| Albion Financial Group | 360 | $20.0K | 0.00% | −52−12.6% | Reduced |
| Valley National Advisers Inc | 350 | $20.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 379 | $21.0K | 0.01% | −101−21.0% | Reduced |
| Ogorek Anthony Joseph | 384 | $21.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 375 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 388 | $21.0K | 0.00% | +388 | New |
| Anchor Investment Management, LLC | 389 | $21.3K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 394 | $22.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 397 | $22.0K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 400 | $22.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 399 | $22.0K | 0.01% | +53+15.3% | Added |
| Raffa Wealth Management, LLC | 415 | $22.8K | 0.01% | −4−1.0% | Reduced |
| Adirondack Trust Co | 420 | $23.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 422 | $23.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 449 | $25.0K | 0.01% | +1+0.2% | Added |
| TSFG, LLC | 452 | $25.0K | 0.01% | +2+0.4% | Added |
| Center for Financial Planning, Inc. | 450 | $25.0K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 472 | $26.0K | 0.02% | +3+0.6% | Added |
| Beacon Capital Management, LLC | 398 | $26.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 469 | $26.0K | 0.00% | +208+79.7% | Added |
| Estabrook Capital Management | 475 | $26.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 500 | $27.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 491 | $27.0K | 0.01% | +491 | New |
| Independence Bank of Kentucky | 515 | $28.0K | 0.01% | −145−22.0% | Reduced |
| AlphaMark Advisors, LLC | 518 | $28.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 517 | $28.0K | 0.01% | +59+12.9% | Added |
| Hazlett, Burt & Watson, Inc. | 514 | $28.0K | 0.03% | +290+129.5% | Added |
| Cedar Wealth Management, LLC | 534 | $29.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 520 | $29.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 597 | $32.0K | 0.00% | −100−14.3% | Reduced |
| Hantz Financial Services, Inc. | 584 | $32.0K | 0.00% | +147+33.6% | Added |
| Nisa Investment Advisors, LLC | 600 | $33.0K | 0.00% | −16,862−96.6% | Reduced |
| Washington Trust Co | 600 | $33.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 600 | $33.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 595 | $33.0K | 0.01% | +1+0.2% | Added |
| Cary Street Partners Asset Management LLC | 600 | $33.0K | 0.01% | +600 | New |
| Penserra Capital Management LLC | 630 | $34.0K | 0.00% | −17,267−96.5% | Reduced |
| Endurance Wealth Management, Inc. | 618 | $34.0K | 0.01% | −263−29.9% | Reduced |
| Bartlett & Co. LLC | 623 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 623 | $34.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 643 | $35.0K | 0.00% | −487−43.1% | Reduced |
| BerganKDV Wealth Management, LLC | 676 | $37.0K | 0.00% | −150−18.2% | Reduced |
| M&R Capital Management Inc | 687 | $37.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 698 | $38.0K | 0.01% | −68−8.9% | Reduced |
| Carolinas Wealth Consulting LLC | 693 | $38.0K | 0.01% | +693 | New |
| Brown, Lisle/Cummings, Inc. | 718 | $39.4K | 0.02% | 00.0% | Unchanged |
| Sierra Capital LLC | 362 | $40.0K | 0.01% | −359−49.8% | Reduced |
| Heritage Wealth Management, LLC | 731 | $40.0K | 0.01% | +650+802.5% | Added |
| Jones Financial Companies LLLP | 755 | $41.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 750 | $41.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 750 | $41.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 768 | $42.0K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 770 | $42.0K | 0.02% | +6+0.8% | Added |
| RWM Asset Management, LLC | 823 | $45.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 849 | $46.6K | 0.04% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 902 | $49.0K | 0.02% | +873+3,010.3% | Added |
| Pinnacle Holdings, LLC | 900 | $49.4K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 909 | $50.0K | 0.00% | −23−2.5% | Reduced |
| Addison Advisors LLC | 905 | $50.0K | 0.03% | +32+3.7% | Added |
| Strengthening Families & Communities, LLC | 751 | $50.0K | 0.03% | +131+21.1% | Added |
| Harvest Fund Management Co., Ltd | 910 | $50.0K | 0.01% | +844+1,278.8% | Added |
| Bollard Group LLC | 928 | $51.0K | 0.00% | +7+0.8% | Added |
| AdvisorNet Financial, Inc | 963 | $53.0K | 0.01% | −316−24.7% | Reduced |
| Tradition Wealth Management, LLC | 970 | $53.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,008 | $55.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,000 | $55.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,006 | $55.0K | 0.00% | +121+13.7% | Added |
| BDO Wealth Advisors, LLC | 1,015 | $56.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,038 | $56.9K | 0.02% | −161−13.4% | Reduced |
| Great West Life Assurance Co | 1,044 | $57.0K | 0.00% | +268+34.5% | Added |
| Stephens Consulting, LLC | 1,095 | $60.0K | 0.05% | +130+13.5% | Added |
| Baldwin Brothers Inc | 1,099 | $61.0K | 0.01% | +799+266.3% | Added |
| Optimum Investment Advisors | 1,212 | $66.0K | 0.04% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,196 | $66.0K | 0.01% | +1+0.1% | Added |
| Glassman Wealth Services | 1,203 | $66.0K | 0.01% | +45+3.9% | Added |
| Pinnacle Bancorp, Inc. | 1,229 | $67.0K | 0.03% | −12−1.0% | Reduced |
| CVA Family Office, LLC | 1,219 | $67.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,222 | $67.0K | 0.01% | +16+1.3% | Added |
| Lee Financial Co | 1,248 | $68.0K | 0.01% | +9+0.7% | Added |
| Godsey & Gibb Associates | 1,233 | $68.0K | 0.05% | +1,233 | New |
| Financial Perspectives, Inc | 1,246 | $68.3K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,260 | $70.0K | 0.02% | +1+0.1% | Added |
| Hexagon Capital Partners LLC | 1,277 | $70.0K | 0.02% | +544+74.2% | Added |
| Dougherty Wealth Advisers LLC | 1,290 | $71.0K | 0.14% | −432−25.1% | Reduced |
| First Horizon Advisors, Inc. | 1,403 | $76.0K | 0.00% | +72+5.4% | Added |
| Tyler-Stone Wealth Management | 1,395 | $77.0K | 0.06% | 00.0% | Unchanged |
| Seldon Capital LP | 1,414 | $78.0K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,457 | $80.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,460 | $81.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,470 | $81.0K | 0.01% | +1,415+2,572.7% | Added |
| Ellis Investment Partners, LLC | 1,507 | $82.0K | 0.02% | +11+0.7% | Added |
| American National Bank | 1,496 | $82.0K | 0.02% | +1,496 | New |
| Banque Cantonale Vaudoise | 1,548 | $85.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,555 | $85.0K | 0.07% | +12+0.8% | Added |
| Central Bank & Trust Co | 1,596 | $88.0K | 0.02% | −180−10.1% | Reduced |
| Rosenberg Matthew Hamilton | 1,596 | $88.0K | 0.03% | 00.0% | Unchanged |