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, Q4 2022
Institutional positions in AstraZeneca PLC as of Dec 31, 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
- 1,063
- +120 vs. Q3 2022
- Shares held
- 509.3M
- −4.51M (−0.9%) vs. Q3 2022
- Total value
- $34.2B
- +$6.04B (+21.4%) vs. Q3 2022
- New holders
- 172
- 317 more added
- Sold out
- 52
- 358 more reduced
25 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MCF Advisors LLC | 300 | $20.3K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 302 | $20.5K | 0.00% | −86−22.2% | Reduced |
| Glen Eagle Advisors, LLC | 307 | $20.8K | 0.01% | +177+136.2% | Added |
| McClarren Financial Advisors, Inc. | 313 | $21.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 318 | $21.6K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 322 | $21.8K | 0.00% | −501−60.9% | Reduced |
| Northwest Investment Counselors, LLC | 322 | $21.8K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 324 | $22.0K | 0.01% | −23−6.6% | Reduced |
| Steward Financial Group LLC | 348 | $23.0K | 0.01% | +348 | New |
| Harbor Investment Advisory, LLC | 346 | $23.5K | 0.00% | −4−1.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 347 | $23.5K | 0.00% | +347 | New |
| Valley National Advisers Inc | 350 | $24.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 348 | $24.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 360 | $24.4K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 360 | $24.4K | 0.02% | +360 | New |
| Raffa Wealth Management, LLC | 367 | $24.9K | 0.01% | −48−11.6% | Reduced |
| Capital Analysts, LLC | 368 | $25.0K | 0.00% | −101−21.5% | Reduced |
| Laurel Wealth Advisors LLC | 375 | $25.4K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 380 | $25.7K | 0.02% | +1+0.3% | Added |
| ICA Group Wealth Management, LLC | 383 | $26.0K | 0.01% | +383 | New |
| Hantz Financial Services, Inc. | 380 | $26.0K | 0.00% | −204−34.9% | Reduced |
| Ogorek Anthony Joseph | 384 | $26.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 386 | $26.2K | 0.00% | −3−0.8% | Reduced |
| DB Wealth Management Group, LLC | 397 | $26.9K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 399 | $27.1K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 400 | $27.1K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 400 | $27.1K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 420 | $28.5K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 422 | $28.6K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 429 | $29.1K | 0.02% | +35+8.9% | Added |
| Accurate Wealth Management, LLC | 420 | $30.1K | 0.01% | +420 | New |
| Red Tortoise LLC | 444 | $30.1K | 0.02% | +444 | New |
| Center for Financial Planning, Inc. | 450 | $30.5K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 451 | $30.6K | 0.00% | −225−33.3% | Reduced |
| TSFG, LLC | 452 | $31.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 467 | $32.0K | 0.01% | +190+68.6% | Added |
| Lansing Street Advisors | 473 | $32.1K | 0.02% | +1+0.2% | Added |
| Estabrook Capital Management | 475 | $32.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 477 | $32.3K | 0.00% | −73,845−99.4% | Reduced |
| Atlantic Trust, LLC | 491 | $33.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 494 | $33.5K | 0.01% | −23−4.4% | Reduced |
| Hollencrest Capital Management | 500 | $33.9K | 0.00% | +500 | New |
| Addison Advisors LLC | 501 | $34.0K | 0.02% | −404−44.6% | Reduced |
| Resources Management Corp | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 512 | $35.0K | 0.02% | −6−1.2% | Reduced |
| Independence Bank of Kentucky | 515 | $35.0K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 523 | $35.5K | 0.01% | +523 | New |
| Cedar Wealth Management, LLC | 534 | $36.2K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 575 | $39.0K | 0.00% | +242+72.7% | Added |
| Westside Investment Management, Inc. | 597 | $40.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 600 | $40.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 600 | $40.7K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 600 | $40.7K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 618 | $42.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 623 | $42.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 623 | $42.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 643 | $43.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 662 | $46.4K | 0.01% | −36−5.2% | Reduced |
| M&R Capital Management Inc | 687 | $46.6K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 714 | $48.0K | 0.04% | +200+38.9% | Added |
| Quent Capital, LLC | 715 | $48.5K | 0.01% | −293−29.1% | Reduced |
| Sierra Capital LLC | 362 | $49.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 740 | $50.2K | 0.01% | −1,111−60.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 749 | $50.8K | 0.03% | +31+4.3% | Added |
| Hallmark Capital Management Inc | 750 | $50.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 752 | $51.0K | 0.00% | −3−0.4% | Reduced |
| Dividend Assets Capital, LLC | 750 | $51.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 768 | $52.1K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 770 | $52.2K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 778 | $52.8K | 0.00% | +778 | New |
| Byrne Asset Management LLC | 651 | $56.9K | 0.04% | +351+117.0% | Added |
| Roble, Belko & Company, Inc | 834 | $57.0K | 0.01% | +314+60.4% | Added |
| American State Bank (Iowa) | 849 | $57.6K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 852 | $57.8K | 0.02% | −2,200−72.1% | Reduced |
| Romano Brothers and Company | 873 | $59.2K | 0.01% | +873 | New |
| Stephens Consulting, LLC | 879 | $59.6K | 0.04% | −216−19.7% | Reduced |
| Pinnacle Holdings, LLC | 900 | $61.0K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 928 | $63.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 751 | $63.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 958 | $65.0K | 0.01% | +265+38.2% | Added |
| Centennial Bank | 960 | $65.1K | 0.04% | +960 | New |
| Tradition Wealth Management, LLC | 970 | $66.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 985 | $66.8K | 0.01% | −248−20.1% | Reduced |
| BDO Wealth Advisors, LLC | 1,015 | $68.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,033 | $70.0K | 0.00% | +33+3.3% | Added |
| Halpern Financial, Inc. | 1,038 | $70.4K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,047 | $71.0K | 0.02% | +145+16.1% | Added |
| Clear Street Markets LLC | 1,100 | $75.0K | 0.02% | −1,468−57.2% | Reduced |
| New England Capital Financial Advisors LLC | 1,120 | $77.5K | 0.05% | +1,120 | New |
| Optimum Investment Advisors | 1,212 | $82.2K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,229 | $83.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,226 | $83.1K | 0.02% | +23+1.9% | Added |
| Proequities, Inc. | 1,232 | $83.5K | 0.01% | +10+0.8% | Added |
| Financial Perspectives, Inc | 1,246 | $84.5K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 1,248 | $84.6K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,253 | $85.0K | 0.01% | +1,253 | New |
| Focused Wealth Management, Inc | 1,258 | $85.3K | 0.02% | +62+5.2% | Added |
| Contravisory Investment Management, Inc. | 1,286 | $87.2K | 0.02% | +1,286 | New |
| Dougherty Wealth Advisers LLC | 1,290 | $87.5K | 0.14% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,312 | $88.9K | 0.01% | −158−10.7% | Reduced |