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 |
|---|---|---|---|---|---|
| Resource Consulting Group Inc | 7,516 | $412.0K | 0.12% | +7,516 | New |
| LVM Capital Management Ltd | 7,550 | $414.0K | 0.06% | +250+3.4% | Added |
| Henry James International Management, Inc. | 7,569 | $415.0K | 0.23% | 00.0% | Unchanged |
| Gradient Investments LLC | 7,800 | $428.0K | 0.01% | −1,010−11.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,823 | $429.0K | 0.05% | −1,130−12.6% | Reduced |
| Inscription Capital, LLC | 7,922 | $434.0K | 0.12% | +540+7.3% | Added |
| Williams Jones Wealth Management, LLC. | 7,929 | $435.0K | 0.01% | +1,205+17.9% | Added |
| VELA Investment Management, LLC | 7,970 | $437.0K | 0.25% | +1,288+19.3% | Added |
| Ar Asset Management Inc | 8,000 | $439.0K | 0.13% | 00.0% | Unchanged |
| Fca Corp | 8,000 | $439.0K | 0.19% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 8,044 | $441.0K | 0.15% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 8,062 | $442.0K | 0.14% | +62+0.8% | Added |
| Archford Capital Strategies, LLC | 8,082 | $443.0K | 0.11% | −78−1.0% | Reduced |
| Marcum Wealth, LLC | 8,104 | $444.0K | 0.07% | +729+9.9% | Added |
| Flagship Harbor Advisors, LLC | 8,116 | $445.0K | 0.05% | −28−0.3% | Reduced |
| Philadelphia Trust Co | 8,146 | $447.0K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 8,173 | $448.0K | 0.03% | +285+3.6% | Added |
| Fiduciary Trust Co | 8,183 | $449.0K | 0.01% | −1,378−14.4% | Reduced |
| Hancock Whitney Corp | 8,177 | $449.0K | 0.02% | +1,227+17.7% | Added |
| Norinchukin Bank, The | 8,260 | $453.0K | 0.01% | +150+1.8% | Added |
| Great Diamond Partners, LLC | 8,353 | $458.0K | 0.16% | +110+1.3% | Added |
| Cozad Asset Management Inc | 8,345 | $458.0K | 0.07% | +817+10.9% | Added |
| Advisors Capital Management, LLC | 7,177 | $459.0K | 0.01% | +7,177 | New |
| Wick Capital Partners, LLC | 8,503 | $466.0K | 0.30% | −383−4.3% | Reduced |
| Bray Capital Advisors | 8,500 | $466.0K | 0.15% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 8,503 | $466.0K | 0.00% | +991+13.2% | Added |
| CAPROCK Group, Inc. | 8,533 | $468.0K | 0.05% | −929−9.8% | Reduced |
| Cutler Group LP | 8,600 | $471.0K | 0.06% | −2,000−18.9% | Reduced |
| Garrison Asset Management, LLC | 8,722 | $478.0K | 0.34% | −23−0.3% | Reduced |
| Oakworth Capital, Inc. | 8,736 | $479.0K | 0.05% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 8,734 | $479.0K | 0.01% | +626+7.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,783 | $482.0K | 0.23% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 8,853 | $485.5K | 0.16% | −71−0.8% | Reduced |
| Dowling & Yahnke LLC | 8,863 | $486.0K | 0.02% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 8,889 | $487.0K | 0.45% | −489−5.2% | Reduced |
| Ballentine Partners, LLC | 8,872 | $487.0K | 0.02% | −465−5.0% | Reduced |
| HighTower Trust Services, LTA | 8,931 | $490.0K | 0.05% | +8,931 | New |
| EverSource Wealth Advisors, LLC | 8,954 | $491.0K | 0.11% | −1,718−16.1% | Reduced |
| KCM Investment Advisors LLC | 9,044 | $496.0K | 0.02% | −440−4.6% | Reduced |
| Level Four Advisory Services, LLC | 9,124 | $500.0K | 0.05% | −7,861−46.3% | Reduced |
| Patriot Investment Management Inc. | 9,168 | $502.0K | 0.05% | −1,340−12.8% | Reduced |
| Full Sail Capital, LLC | 9,172 | $503.0K | 0.05% | −262−2.8% | Reduced |
| Northeast Financial Consultants Inc | 9,173 | $503.0K | 0.04% | +9,173 | New |
| Amplius Wealth Advisors, LLC | 9,198 | $504.0K | 0.09% | −149−1.6% | Reduced |
| Huntington National Bank | 9,189 | $504.0K | 0.01% | +392+4.5% | Added |
| Stonnington Group, LLC | 9,323 | $508.0K | 0.14% | −6,800−42.2% | Reduced |
| FinTrust Capital Advisors, LLC | 9,319 | $511.0K | 0.13% | +3,972+74.3% | Added |
| Whittier Trust Co of Nevada Inc | 9,350 | $513.0K | 0.02% | +3,347+55.8% | Added |
| Andesa Financial Management Inc. | 9,401 | $515.0K | 0.18% | +534+6.0% | Added |
| Channing Global Advisors, LLC | 9,526 | $522.0K | 0.66% | 00.0% | Unchanged |
| Key Financial Inc | 9,542 | $523.0K | 0.25% | −386−3.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 9,600 | $526.0K | 0.04% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 9,696 | $532.0K | 0.02% | +41+0.4% | Added |
| Columbia Asset Management | 9,708 | $532.0K | 0.14% | +189+2.0% | Added |
| Knowledge Leaders Capital, LLC | 9,716 | $533.0K | 0.68% | −1,027−9.6% | Reduced |
| Principal Street Partners, LLC | 9,746 | $534.0K | 0.14% | −271−2.7% | Reduced |
| Coastline Trust Co | 9,745 | $534.0K | 0.09% | −89−0.9% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 9,731 | $534.0K | 0.46% | +971+11.1% | Added |
| Cowa, LLC | 9,720 | $534.0K | 0.35% | +1,100+12.8% | Added |
| Financial Advocates Investment Management | 6,429 | $536.0K | 0.05% | +1,861+40.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 9,803 | $538.0K | 0.40% | +461+4.9% | Added |
| Intrust Bank NA | 9,850 | $540.0K | 0.08% | −2,466−20.0% | Reduced |
| 1620 Investment Advisors, Inc. | 9,849 | $540.0K | 0.80% | +41+0.4% | Added |
| Vise Technologies, Inc. | 9,861 | $541.0K | 0.20% | +489+5.2% | Added |
| Valeo Financial Advisors, LLC | 9,875 | $542.0K | 0.03% | −148−1.5% | Reduced |
| Integrated Investment Consultants, LLC | 9,926 | $545.0K | 0.22% | −260−2.6% | Reduced |
| Courier Capital LLC | 10,017 | $549.0K | 0.07% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 10,097 | $554.0K | 0.14% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,194 | $559.0K | 0.03% | +2,436+31.4% | Added |
| Cresset Asset Management, LLC | 10,208 | $560.0K | 0.01% | −287−2.7% | Reduced |
| Voya Financial Advisors, Inc. | 10,235 | $562.0K | 0.07% | +466+4.8% | Added |
| Bluestein R H & Co | 10,325 | $566.0K | 0.04% | −250−2.4% | Reduced |
| Wipfli Financial Advisors LLC, | 10,365 | $568.0K | 0.04% | +10,365 | New |
| MBM Wealth Consultants, LLC | 10,339 | $574.0K | 0.28% | −742−6.7% | Reduced |
| Berkshire Asset Management LLC | 10,565 | $579.0K | 0.04% | −21−0.2% | Reduced |
| Aries Wealth Management | 9,846 | $579.0K | 0.26% | −184−1.8% | Reduced |
| Moors & Cabot, Inc. | 10,584 | $580.0K | 0.04% | −545−4.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $582.0K | 0.25% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,672 | $585.0K | 0.06% | +10,672 | New |
| Lake Street Advisors Group, LLC | 10,766 | $590.0K | 0.04% | +10,766 | New |
| Forum Financial Management, LP | 10,792 | $592.0K | 0.03% | −10.0% | Reduced |
| Ameritas Advisory Services, LLC | 10,830 | $594.0K | 0.04% | +42+0.4% | Added |
| Orion Portfolio Solutions, LLC | 10,894 | $597.0K | 0.02% | +414+4.0% | Added |
| MQS Management LLC | 10,936 | $600.0K | 0.39% | +7,693+237.2% | Added |
| Engineers Gate Manager LP | 10,949 | $600.0K | 0.04% | +10,949 | New |
| Arete Wealth Advisors, LLC | 10,971 | $602.0K | 0.06% | +10,971 | New |
| Sage Rhino Capital LLC | 10,989 | $603.0K | 0.24% | −333−2.9% | Reduced |
| Oppenheimer & Co Inc | 11,020 | $604.0K | 0.01% | −3,824−25.8% | Reduced |
| Guardian Wealth Management, Inc. | 11,016 | $604.0K | 0.68% | +50+0.5% | Added |
| Veritable, L.P. | 11,024 | $605.0K | 0.01% | −5,464−33.1% | Reduced |
| Vident Investment Advisory, LLC | 16,636 | $607.0K | 0.02% | +384+2.4% | Added |
| CWM, LLC | 11,100 | $609.0K | 0.00% | −680−5.8% | Reduced |
| Central Trust Co | 11,156 | $611.0K | 0.02% | +782+7.5% | Added |
| M Holdings Securities, Inc. | 11,161 | $612.0K | 0.07% | −99−0.9% | Reduced |
| Bradley Foster & Sargent Inc | 11,291 | $619.0K | 0.02% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 11,201 | $621.0K | 0.91% | 00.0% | Unchanged |
| Grove Bank & Trust | 11,399 | $626.0K | 0.16% | −530−4.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 11,428 | $627.0K | 0.01% | −2,134−15.7% | Reduced |
| Belpointe Asset Management LLC | 11,536 | $632.0K | 0.04% | +1,716+17.5% | Added |
| Schechter Investment Advisors, LLC | 11,647 | $639.0K | 0.06% | −311−2.6% | Reduced |