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 | 1,388 | $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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 16,599 | $910.0K | 0.23% | +16,599 | New |
| Benjamin F. Edwards & Company, Inc. | 16,568 | $909.0K | 0.05% | +1,871+12.7% | Added |
| Evergreen Capital Management LLC | 16,428 | $901.0K | 0.05% | +798+5.1% | Added |
| De Burlo Group Inc | 16,292 | $893.5K | 0.21% | +16,292 | New |
| Advisory Services Network, LLC | 15,911 | $873.0K | 0.03% | +696+4.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 15,347 | $862.0K | 0.57% | +1,245+8.8% | Added |
| Regentatlantic Capital LLC | 15,654 | $858.0K | 0.03% | −62−0.4% | Reduced |
| Bank of Hawaii | 15,442 | $847.0K | 0.06% | −11,841−43.4% | Reduced |
| Wolverine Trading, LLC | 15,400 | $846.0K | 0.03% | +10,351+205.0% | Added |
| MAI Capital Management | 15,390 | $844.0K | 0.02% | +8,767+132.4% | Added |
| Tiaa, FSB | 15,166 | $832.0K | 0.00% | −1,348−8.2% | Reduced |
| Paradigm Asset Management Co LLC | 8,100 | $831.7K | 0.28% | +1,200+17.4% | Added |
| Wedbush Securities Inc | 15,149 | $831.0K | 0.05% | −642−4.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 15,092 | $828.0K | 0.02% | +34+0.2% | Added |
| Wealth Alliance | 15,080 | $827.0K | 0.16% | −477−3.1% | Reduced |
| Westport Asset Management Inc | 15,000 | $823.0K | 0.52% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 15,000 | $823.0K | 0.33% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,816 | $813.0K | 0.03% | +592+4.2% | Added |
| Old National Bancorp | 14,741 | $809.0K | 0.03% | +2,771+23.1% | Added |
| Howland Capital Management LLC | 14,566 | $799.0K | 0.05% | −27−0.2% | Reduced |
| Global Retirement Partners, LLC | 13,577 | $798.0K | 0.06% | +1,228+9.9% | Added |
| Fifth Third Bancorp | 14,491 | $795.0K | 0.00% | +7,123+96.7% | Added |
| WESPAC Advisors, LLC | 14,415 | $791.0K | 1.06% | −5,896−29.0% | Reduced |
| Kestra Private Wealth Services, LLC | 14,370 | $788.0K | 0.05% | −943−6.2% | Reduced |
| Allen Investment Management LLC | 14,254 | $782.0K | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 14,125 | $775.0K | 0.05% | +1,010+7.7% | Added |
| Parallel Advisors, LLC | 14,050 | $770.0K | 0.04% | +2,600+22.7% | Added |
| Dillon & Associates Inc | 13,950 | $767.0K | 0.18% | +3,303+31.0% | Added |
| Stratos Wealth Partners, LTD. | 13,911 | $763.0K | 0.02% | −1,071−7.1% | Reduced |
| Dakota Wealth Management | 13,904 | $762.0K | 0.06% | +8,893+177.5% | Added |
| BSW Wealth Partners | 13,805 | $757.0K | 0.19% | +2,851+26.0% | Added |
| Umb Bank N A | 13,662 | $749.0K | 0.01% | +192+1.4% | Added |
| Tru Independence Asset Management 2, LLC | 13,651 | $749.0K | 0.80% | +9,732+248.3% | Added |
| Marotta Asset Management | 13,654 | $748.8K | 0.20% | −66−0.5% | Reduced |
| Hohimer Wealth Management, LLC | 13,632 | $748.0K | 0.24% | −368−2.6% | Reduced |
| ACG Wealth | 13,629 | $747.0K | 0.17% | −13,005−48.8% | Reduced |
| 9258 Wealth Management, LLC | 13,550 | $743.0K | 0.19% | −1,061−7.3% | Reduced |
| Confluence Wealth Services, Inc. | 13,459 | $738.0K | 0.31% | −715−5.0% | Reduced |
| Sigma Planning Corp | 13,370 | $733.0K | 0.03% | −747−5.3% | Reduced |
| West Family Investments, Inc. | 13,275 | $728.0K | 0.31% | −1,604−10.8% | Reduced |
| Atlas Capital Advisors LLC | 13,244 | $726.3K | 0.13% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 13,204 | $724.0K | 0.05% | +232+1.8% | Added |
| Ameritas Investment Partners, Inc. | 13,123 | $719.0K | 0.03% | +409+3.2% | Added |
| True North Advisors, LLC | 13,100 | $718.0K | 0.24% | −79−0.6% | Reduced |
| Caption Management, LLC | 13,065 | $716.0K | 0.13% | −8,935−40.6% | Reduced |
| Boenning & Scattergood, Inc. | 13,030 | $715.0K | 0.15% | −976−7.0% | Reduced |
| Riverview Capital Advisers, LLC | 12,920 | $708.5K | 0.44% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 12,843 | $704.0K | 0.46% | −100−0.8% | Reduced |
| Mutual Advisors, LLC | 12,748 | $699.0K | 0.04% | +3,495+37.8% | Added |
| Moser Wealth Advisors, LLC | 12,701 | $697.0K | 0.54% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 12,665 | $690.0K | 0.06% | −493−3.7% | Reduced |
| RMB Capital Management, LLC | 12,509 | $686.0K | 0.03% | +578+4.8% | Added |
| Lido Advisors, LLC | 12,534 | $686.0K | 0.01% | +2,223+21.6% | Added |
| Venture Visionary Partners LLC | 12,464 | $683.0K | 0.06% | −114−0.9% | Reduced |
| Stockman Wealth Management, Inc. | 12,400 | $680.0K | 0.18% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 12,385 | $679.2K | 0.08% | −1,143−8.4% | Reduced |
| HBK Sorce Advisory LLC | 13,321 | $672.0K | 0.05% | +1,969+17.3% | Added |
| Sequoia Financial Advisors, LLC | 12,193 | $669.0K | 0.02% | −4,827−28.4% | Reduced |
| Ellevest, Inc. | 12,121 | $665.0K | 0.06% | −3,170−20.7% | Reduced |
| Flaharty Asset Management, LLC | 12,124 | $665.0K | 0.14% | −110−0.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 11,991 | $657.6K | 0.21% | +1,031+9.4% | Added |
| Henshaw Capital LLC | 11,897 | $652.4K | 0.05% | −203−1.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,892 | $652.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 11,874 | $651.0K | 0.44% | +40.0% | Added |
| Beacon Pointe Advisors, LLC | 11,897 | $650.0K | 0.01% | −255−2.1% | Reduced |
| IHT Wealth Management, LLC | 11,703 | $642.0K | 0.05% | +2,031+21.0% | Added |
| RB Capital Management, LLC | 11,690 | $641.0K | 0.25% | +2,064+21.4% | Added |
| Schechter Investment Advisors, LLC | 11,647 | $639.0K | 0.06% | −311−2.6% | Reduced |
| Belpointe Asset Management LLC | 11,536 | $632.0K | 0.04% | +1,716+17.5% | Added |
| TD Ameritrade Investment Management, LLC | 11,428 | $627.0K | 0.01% | −2,134−15.7% | Reduced |
| Grove Bank & Trust | 11,399 | $626.0K | 0.16% | −530−4.4% | Reduced |
| Guerra Pan Advisors, LLC | 11,201 | $621.0K | 0.91% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 11,291 | $619.0K | 0.02% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 11,161 | $612.0K | 0.07% | −99−0.9% | Reduced |
| Central Trust Co | 11,156 | $611.0K | 0.02% | +782+7.5% | Added |
| CWM, LLC | 11,100 | $609.0K | 0.00% | −680−5.8% | Reduced |
| Vident Investment Advisory, LLC | 16,636 | $607.0K | 0.02% | +384+2.4% | Added |
| Veritable, L.P. | 11,024 | $605.0K | 0.01% | −5,464−33.1% | 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 |
| Sage Rhino Capital LLC | 10,989 | $603.0K | 0.24% | −333−2.9% | Reduced |
| Arete Wealth Advisors, LLC | 10,971 | $602.0K | 0.06% | +10,971 | New |
| 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 |
| Orion Portfolio Solutions, LLC | 10,894 | $597.0K | 0.02% | +414+4.0% | Added |
| Ameritas Advisory Services, LLC | 10,830 | $594.0K | 0.04% | +42+0.4% | Added |
| Forum Financial Management, LP | 10,792 | $592.0K | 0.03% | −10.0% | Reduced |
| Lake Street Advisors Group, LLC | 10,766 | $590.0K | 0.04% | +10,766 | New |
| Dynamic Technology Lab Private Ltd | 10,672 | $585.0K | 0.06% | +10,672 | New |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $582.0K | 0.25% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,584 | $580.0K | 0.04% | −545−4.9% | 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 |
| MBM Wealth Consultants, LLC | 10,339 | $574.0K | 0.28% | −742−6.7% | Reduced |
| Wipfli Financial Advisors LLC, | 10,365 | $568.0K | 0.04% | +10,365 | New |
| Bluestein R H & Co | 10,325 | $566.0K | 0.04% | −250−2.4% | Reduced |
| Voya Financial Advisors, Inc. | 10,235 | $562.0K | 0.07% | +466+4.8% | Added |
| Cresset Asset Management, LLC | 10,208 | $560.0K | 0.01% | −287−2.7% | Reduced |
| Western Wealth Management, LLC | 10,194 | $559.0K | 0.03% | +2,436+31.4% | Added |
| Affinity Wealth Management LLC | 10,097 | $554.0K | 0.14% | 00.0% | Unchanged |