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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 4,983 | $273.0K | 0.02% | +1,038+26.3% | Added |
| Eagle Strategies LLC | 4,969 | $273.0K | 0.14% | +4,969 | New |
| Blueprint Investment Partners LLC | 4,990 | $274.0K | 0.07% | −875−14.9% | Reduced |
| Johnson Investment Counsel Inc | 4,992 | $274.0K | 0.00% | −58−1.1% | Reduced |
| Hendley & Co Inc | 5,000 | $274.0K | 0.13% | 00.0% | Unchanged |
| Pitcairn Co | 5,011 | $275.0K | 0.03% | +1,278+34.2% | Added |
| Willner & Heller, LLC | 5,056 | $277.0K | 0.45% | −236−4.5% | Reduced |
| Baldwin Investment Management, LLC | 5,056 | $277.0K | 0.11% | −200−3.8% | Reduced |
| FRG Family Wealth Advisors LLC | 5,050 | $277.0K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,079 | $278.0K | 0.02% | −1,231−19.5% | Reduced |
| Cullinan Associates Inc | 5,082 | $279.0K | 0.02% | −30,581−85.7% | Reduced |
| SPC Financial, Inc. | 5,100 | $280.0K | 0.03% | −800−13.6% | Reduced |
| Financial Counselors Inc | 5,124 | $281.0K | 0.01% | +5,124 | New |
| Geller Advisors LLC | 5,161 | $283.0K | 0.06% | −494−8.7% | Reduced |
| Advisors Management Group Inc | 5,174 | $284.0K | 0.11% | −17−0.3% | Reduced |
| Trust Co of Vermont | 5,219 | $287.0K | 0.02% | +120+2.4% | Added |
| Rehmann Capital Advisory Group | 5,249 | $287.9K | 0.03% | +600+12.9% | Added |
| Pointe Capital Management LLC | 5,289 | $290.0K | 0.23% | +81+1.6% | Added |
| Roberts Glore & Co Inc | 5,305 | $291.0K | 0.10% | −542−9.3% | Reduced |
| Zions Bancorporation, N.A. | 5,324 | $292.0K | 0.03% | +3,137+143.4% | Added |
| HSBC Holdings PLC | 5,367 | $295.0K | 0.00% | −3,420−38.9% | Reduced |
| Simmons Bank | 5,375 | $295.0K | 0.03% | −333−5.8% | Reduced |
| Boston Trust Walden Corp | 5,400 | $296.0K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 5,400 | $296.0K | 0.02% | +1,638+43.5% | Added |
| Thompson Siegel & Walmsley LLC | 5,504 | $302.0K | 0.01% | −285−4.9% | Reduced |
| Perigon Wealth Management, LLC | 5,508 | $302.0K | 0.03% | −103−1.8% | Reduced |
| Monetary Management Group Inc | 5,500 | $302.0K | 0.10% | 00.0% | Unchanged |
| Pendal Group Limited | 5,525 | $303.0K | 0.00% | −50−0.9% | Reduced |
| Banco de Sabadell, S.A | 5,561 | $304.0K | 0.25% | −719−11.4% | Reduced |
| Independent Advisor Alliance | 5,546 | $304.0K | 0.02% | −93−1.6% | Reduced |
| Mission Wealth Management, LP | 5,600 | $307.0K | 0.02% | +396+7.6% | Added |
| Kingsview Wealth Management, LLC | 5,591 | $307.0K | 0.01% | +477+9.3% | Added |
| Legacy Financial Advisors, Inc. | 5,626 | $309.0K | 0.07% | +26+0.5% | Added |
| Wrapmanager Inc | 5,647 | $310.0K | 0.10% | +2,440+76.1% | Added |
| Haverford Trust Co | 5,664 | $311.0K | 0.00% | −702−11.0% | Reduced |
| Brown Advisory Inc | 5,683 | $312.0K | 0.00% | +113+2.0% | Added |
| Capital Asset Advisory Services LLC | 5,691 | $312.0K | 0.04% | +517+10.0% | Added |
| China Universal Asset Management Co., Ltd. | 5,710 | $313.0K | 0.13% | +5,710 | New |
| Balentine LLC | 5,730 | $314.0K | 0.01% | −2,736−32.3% | Reduced |
| Gilman Hill Asset Management, LLC | 5,733 | $314.0K | 0.07% | −250−4.2% | Reduced |
| XML Financial, LLC | 5,748 | $315.0K | 0.04% | +5,748 | New |
| Federation des caisses Desjardins du Quebec | 5,750 | $315.3K | 0.00% | −73−1.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,785 | $317.0K | 0.08% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 5,800 | $318.0K | 0.12% | −3,610−38.4% | Reduced |
| E Fund Management Co., Ltd. | 5,792 | $318.0K | 0.03% | +274+5.0% | Added |
| Trust Co of Toledo NA | 5,810 | $319.0K | 0.06% | −1,869−24.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,821 | $319.0K | 0.01% | −160−2.7% | Reduced |
| Holistic Financial Partners | 5,813 | $319.0K | 0.32% | +1,801+44.9% | Added |
| Prospector Partners LLC | 5,885 | $323.0K | 0.05% | 00.0% | Unchanged |
| Argent Trust Co | 5,915 | $324.0K | 0.02% | −124−2.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,910 | $324.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 5,900 | $324.0K | 0.15% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,925 | $325.0K | 0.03% | +1,000+20.3% | Added |
| Telemus Capital, LLC | 5,942 | $326.0K | 0.03% | +5,942 | New |
| NTV Asset Management LLC | 6,000 | $329.0K | 0.07% | 00.0% | Unchanged |
| DRW Securities, L.L.C. | 6,040 | $331.0K | 0.10% | +6,040 | New |
| Keel Point, LLC | 6,080 | $333.0K | 0.06% | +59+1.0% | Added |
| Momentum Advisors, LLC | 6,073 | $333.0K | 0.37% | +6,073 | New |
| Cary Street Partner Investment Advisory LLC | 6,120 | $336.0K | 0.03% | −728−10.6% | Reduced |
| Noesis Capital Mangement Corp | 6,126 | $336.0K | 0.10% | +117+1.9% | Added |
| Jag Capital Management, LLC | 6,159 | $338.0K | 0.05% | −362−5.6% | Reduced |
| InterOcean Capital Group, LLC | 6,305 | $346.0K | 0.01% | +1,602+34.1% | Added |
| Lindbrook Capital, LLC | 6,328 | $347.0K | 0.06% | +211+3.4% | Added |
| McLean Asset Management Corp | 6,265 | $347.0K | 0.13% | +535+9.3% | Added |
| Good Life Advisors, LLC | 6,348 | $348.0K | 0.05% | +64+1.0% | Added |
| Brown Brothers Harriman & Co | 6,360 | $349.0K | 0.00% | +1,166+22.4% | Added |
| Financial Advisory Service, Inc. | 6,389 | $350.0K | 0.04% | +15+0.2% | Added |
| Garner Asset Management Corp | 6,446 | $354.0K | 0.19% | −794−11.0% | Reduced |
| Quantamental Technologies LLC | 6,516 | $357.0K | 0.14% | +6,516 | New |
| Stock Yards Bank & Trust Co | 6,574 | $360.0K | 0.02% | −840−11.3% | Reduced |
| Institute for Wealth Management, LLC. | 6,573 | $360.0K | 0.08% | −4−0.1% | Reduced |
| 180 Wealth Advisors, LLC | 6,599 | $362.0K | 0.10% | −556−7.8% | Reduced |
| Cumberland Partners Ltd | 6,595 | $362.0K | 0.04% | 00.0% | Unchanged |
| Northstar Group, Inc. | 6,645 | $364.0K | 0.11% | 00.0% | Unchanged |
| Investors Research Corp | 6,673 | $366.0K | 0.11% | +29+0.4% | Added |
| Alera Investment Advisors, LLC | 6,686 | $367.0K | 0.10% | −145−2.1% | Reduced |
| Wintrust Investments LLC | 6,728 | $369.0K | 0.05% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 6,065 | $375.0K | 0.00% | −4,205−40.9% | Reduced |
| New England Research & Management, Inc. | 6,850 | $376.0K | 0.24% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,885 | $378.0K | 0.05% | −99−1.4% | Reduced |
| Five Oceans Advisors | 6,886 | $378.0K | 0.30% | +2,461+55.6% | Added |
| IFP Advisors, Inc | 9,838 | $381.0K | 0.01% | +1,876+23.6% | Added |
| Beacon Investment Advisory Services, Inc. | 7,000 | $384.0K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 7,010 | $384.0K | 0.02% | +2,023+40.6% | Added |
| Fruth Investment Management | 7,046 | $386.0K | 0.13% | −100−1.4% | Reduced |
| Fiera Capital Corp | 7,064 | $387.0K | 0.00% | +891+14.4% | Added |
| ARGI Investment Services, LLC | 7,074 | $388.0K | 0.01% | +300+4.4% | Added |
| LWM Advisory Services, LLC | 7,154 | $392.0K | 0.44% | −70−1.0% | Reduced |
| Wilkinson Global Asset Management LLC | 7,173 | $393.0K | 0.04% | +1,113+18.4% | Added |
| Harbour Investments, Inc. | 5,992 | $396.0K | 0.03% | 00.0% | Unchanged |
| Stevard, LLC | 7,248 | $397.0K | 0.37% | +7,248 | New |
| Tranquility Partners, LLC | 7,283 | $399.0K | 0.22% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,316 | $401.0K | 0.07% | −50−0.7% | Reduced |
| Prelude Capital Management, LLC | 7,372 | $404.0K | 0.02% | −13,857−65.3% | Reduced |
| King Wealth | 7,400 | $406.0K | 0.10% | 00.0% | Unchanged |
| GDS Wealth Management | 7,411 | $406.0K | 0.09% | +44+0.6% | Added |
| Wealthcare Advisory Partners LLC | 7,471 | $410.0K | 0.02% | +919+14.0% | Added |
| Nwam LLC | 7,486 | $411.0K | 0.04% | +299+4.2% | Added |
| Avalon Investment & Advisory | 7,504 | $412.0K | 0.01% | −453−5.7% | Reduced |
| Capital Investment Advisory Services, LLC | 7,515 | $412.0K | 0.05% | −191−2.5% | Reduced |