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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.

Institutional holdersQ4 2022: 1,063 institutions
Q1 2021: 757 institutionsQ2 2021: 772 institutionsQ3 2021: 911 institutionsQ4 2021: 952 institutionsQ1 2022: 984 institutionsQ2 2022: 1,019 institutionsQ3 2022: 968 institutionsQ4 2022: 1,063 institutionsQ1 2023: 1,057 institutionsQ2 2023: 1,093 institutionsQ3 2023: 1,075 institutionsQ4 2023: 1,131 institutionsQ1 2024: 1,141 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,230 institutionsQ4 2024: 1,222 institutionsQ1 2025: 1,251 institutionsQ2 2025: 1,223 institutionsQ3 2025: 1,292 institutionsQ4 2025: 1,410 institutionsQ1 2026: 1,389 institutionsQ2 2026: 1,511 institutions
Value heldQ4 2022: $34.2B
Q1 2021: $20.4BQ2 2021: $26.1BQ3 2021: $31.1BQ4 2021: $29.4BQ1 2022: $34.3BQ2 2022: $34.9BQ3 2022: $28.3BQ4 2022: $34.2BQ1 2023: $35.0BQ2 2023: $35.4BQ3 2023: $33.7BQ4 2023: $33.2BQ1 2024: $33.8BQ2 2024: $39.0BQ3 2024: $39.1BQ4 2024: $33.7BQ1 2025: $37.0BQ2 2025: $34.7BQ3 2025: $37.9BQ4 2025: $46.4BQ1 2026: $148.4BQ2 2026: $151.3B
Institutions holding AZN and their total value by quarter
QuarterHoldersValue
Q2 20261,511$151.3B
Q1 20261,389$148.4B
Q4 20251,410$46.4B
Q3 20251,292$37.9B
Q2 20251,223$34.7B
Q1 20251,251$37.0B
Q4 20241,222$33.7B
Q3 20241,230$39.1B
Q2 20241,213$39.0B
Q1 20241,141$33.8B
Q4 20231,131$33.2B
Q3 20231,075$33.7B
Q2 20231,093$35.4B
Q1 20231,057$35.0B
Q4 20221,063$34.2B
Q3 2022968$28.3B
Q2 20221,019$34.9B
Q1 2022984$34.3B
Q4 2021952$29.4B
Q3 2021911$31.1B
Q2 2021772$26.1B
Q1 2021757$20.4B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q3 2022.

Institutions holding AZN in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
High Net Worth Advisory Group LLC1,314$89.1K0.03%−2,288−63.5%Reduced
Armstrong Advisory Group, Inc1,319$89.4K0.01%+1,319New
Sugarloaf Wealth Management, LLC1,364$92.5K0.02%+104+8.3%Added
Great West Life Assurance Co1,392$94.0K0.00%+348+33.3%Added
CVA Family Office, LLC1,390$94.2K0.02%+171+14.0%Added
MB, Levis & Associates, LLC1,400$94.9K0.07%+1,400New
Tyler-Stone Wealth Management1,395$95.0K0.06%00.0%Unchanged
Seldon Capital LP1,414$95.9K0.08%00.0%Unchanged
McIlrath & Eck, LLC1,457$98.8K0.03%00.0%Unchanged
Kozak & Associates, Inc.1,460$99.0K0.05%00.0%Unchanged
One Wealth Advisors, LLC1,467$99.5K0.02%+1,467New
Hexagon Capital Partners LLC1,482$100.5K0.03%+205+16.1%Added
Luken Investment Analytics, LLC1,500$101.7K0.06%+1,500New
Farther Finance Advisors, LLC1,528$103.6K0.04%+1,528New
Banque Cantonale Vaudoise1,548$105.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc1,553$105.3K0.01%+590+61.3%Added
Rise Advisors, LLC1,555$105.4K0.08%00.0%Unchanged
Colonial Trust Co1,584$107.4K0.03%+1,584New
Central Bank & Trust Co1,596$108.2K0.02%00.0%Unchanged
Rosenberg Matthew Hamilton1,596$108.2K0.04%00.0%Unchanged
First Horizon Advisors, Inc.1,622$110.0K0.00%+219+15.6%Added
Householder Group Estate & Retirement Specialist, LLC1,636$110.0K0.16%−12−0.7%Reduced
Harvest Fund Management Co., Ltd1,651$112.0K0.03%+741+81.4%Added
Beaird Harris Wealth Management, LLC1,700$115.3K0.02%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC1,703$115.5K0.01%+1,703New
Ancora Advisors, LLC1,726$117.0K0.00%−300−14.8%Reduced
Newbridge Financial Services Group, Inc.1,792$121.5K0.07%−157−8.1%Reduced
First Financial Corp1,794$121.6K0.07%00.0%Unchanged
TCI Wealth Advisors, Inc.1,813$122.9K0.02%+1,218+204.7%Added
Fairfield Financial Advisors, LTD1,818$123.3K0.06%00.0%Unchanged
Park Place Capital Corp1,848$125.0K0.04%+1,848New
Sandy Spring Bank1,962$133.0K0.01%00.0%Unchanged
Resurgent Financial Advisors LLC2,024$137.2K0.07%+2,024New
Centaurus Financial, Inc.2,062$140.0K0.01%−43−2.0%Reduced
Heritage Wealth Management, LLC2,084$141.3K0.02%+1,353+185.1%Added
HM Payson & Co2,102$142.5K0.00%+79+3.9%Added
JNBA Financial Advisors2,131$144.5K0.02%−987−31.7%Reduced
JFS Wealth Advisors, LLC2,159$146.4K0.01%−54−2.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)2,169$147.1K0.00%−9,723−81.8%Reduced
Private Trust Co NA2,184$148.0K0.02%−10−0.5%Reduced
Atticus Wealth Management, LLC2,216$150.3K0.06%−250−10.1%Reduced
Concord Wealth Partners2,294$155.5K0.05%+2,294New
Baldwin Brothers Inc2,342$158.8K0.01%+1,243+113.1%Added
Close Asset Management Ltd2,400$163.0K0.01%00.0%Unchanged
Trustcore Financial Services, LLC2,432$164.9K0.01%00.0%Unchanged
Old North State Trust, LLC2,463$167.0K0.11%00.0%Unchanged
Crewe Advisors LLC2,599$176.2K0.03%00.0%Unchanged
New Millennium Group LLC2,603$176.4K0.19%−22−0.8%Reduced
Toronto Dominion Bank2,687$182.0K0.00%−51−1.9%Reduced
Wealth Management Associates, Inc.2,964$201.0K0.13%+2,964New
Hills Bank & Trust Co2,959$201.0K0.03%−719−19.5%Reduced
Hohimer Wealth Management, LLC2,985$202.4K0.06%−10,647−78.1%Reduced
Kovack Advisors, Inc.2,996$203.1K0.03%+2,996New
Horizon Family Wealth, Inc.3,015$204.4K0.24%+3,015New
Long Run Wealth Advisors, LLC3,017$204.5K0.07%+3,017New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,033$205.7K0.05%+3,033New
Callan Capital, LLC3,047$206.6K0.03%+3,047New
BKD Wealth Advisors, LLC3,050$206.8K0.01%+3,050New
First National Bank of Hutchinson3,064$207.7K0.18%+3,064New
First Citizens Financial Corp3,075$208.0K0.18%+3,075New
ICICI Prudential Asset Management Co Ltd3,068$208.0K0.03%+895+41.2%Added
Country Club Bank3,069$208.1K0.02%+3,069New
Empirical Finance, LLC3,069$208.1K0.02%+3,069New
Vontobel Holding Ltd.3,105$209.8K0.00%−1,356−30.4%Reduced
Moody National Bank Trust Division3,088$210.0K0.02%−1,795−36.8%Reduced
New Jersey Better Educational Savings Trust3,100$210.2K0.62%+3,100New
Fortis Capital Advisors, LLC3,100$210.2K0.13%+3,100New
Beaumont Financial Advisors, LLC3,140$212.9K0.02%+3,140New
Summit Financial, LLC3,159$214.2K0.02%+3,159New
Youngs Advisory Group, Inc.3,169$214.9K0.13%+3,169New
SFG Wealth Management, LLC.3,169$214.9K0.27%+3,169New
Financial Architects, Inc3,172$215.1K0.04%+3,172New
Western Wealth Management, LLC3,190$216.3K0.02%−7,004−68.7%Reduced
Day & Ennis, LLC3,191$216.3K0.08%+3,191New
Core Wealth Partners LLC1,650$216.6K0.27%+1,650New
Tower Bridge Advisors3,200$217.0K0.02%+3,200New
American National Bank3,213$218.0K0.04%+1,717+114.8%Added
Jackson Hole Capital Partners, LLC3,220$218.3K0.07%+3,220New
PFG Private Wealth Management, LLC3,237$219.0K0.14%+61+1.9%Added
Jeppson Wealth Management, LLC3,232$219.1K0.09%+3,232New
Wilbanks Smith & Thomas Asset Management LLC3,253$220.6K0.01%−750−18.7%Reduced
FSM Wealth Advisors, LLC3,253$220.6K0.16%+3,253New
Eudaimonia Partners, LLC3,286$222.8K0.05%+3,286New
Grant/GrossMendelsohn, LLC3,150$223.0K0.12%+3,150New
Spears Abacus Advisors LLC3,310$224.4K0.02%+3,310New
Bank of Nova Scotia3,326$225.7K0.00%−1,540−31.6%Reduced
Quantbot Technologies LP3,337$226.2K0.02%+3,337New
Aaron Wealth Advisors3,347$226.9K0.03%+3,347New
Aureus Asset Management, LLC3,369$228.4K0.02%+3,369New
Cobblestone Capital Advisors LLC3,375$228.8K0.02%+3,375New
XR Securities LLC3,376$228.9K0.27%+3,376New
Bellwether Advisors, LLC3,380$229.2K0.07%00.0%Unchanged
Allred Capital Management, LLC3,386$229.6K0.13%+3,386New
Simon Quick Advisors, LLC3,404$230.8K0.03%+3,404New
CWA Asset Management Group, LLC3,406$230.9K0.02%+3,406New
Onyx Bridge Wealth Group LLC3,285$232.6K0.09%+3,285New
Capital Market Strategies LLC3,431$232.6K0.25%+3,431New
Allspring Global Investments Holdings, LLC3,485$236.3K0.00%−15,582−81.7%Reduced
Foster Victor Wealth Advisors, LLC3,373$238.8K0.03%+3,373New
WMS Partners, LLC3,534$239.6K0.02%+3,534New