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 |
|---|---|---|---|---|---|
| FRG Family Wealth Advisors LLC | 5,050 | $342.4K | 0.08% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 5,056 | $342.8K | 0.06% | 00.0% | Unchanged |
| Financial Counselors Inc | 5,124 | $347.0K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,175 | $350.9K | 0.01% | +1,503+40.9% | Added |
| Advisors Management Group Inc | 5,174 | $351.0K | 0.13% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,960 | $351.2K | 0.05% | +538+12.2% | Added |
| Holistic Financial Partners | 5,209 | $353.2K | 0.32% | −604−10.4% | Reduced |
| First Affirmative Financial Network | 5,215 | $353.6K | 0.43% | +1,105+26.9% | Added |
| Rehmann Capital Advisory Group | 5,291 | $358.7K | 0.04% | +42+0.8% | Added |
| Pointe Capital Management LLC | 5,289 | $359.0K | 0.28% | 00.0% | Unchanged |
| Trust Co of Vermont | 5,304 | $359.6K | 0.03% | +85+1.6% | Added |
| Axxcess Wealth Management, LLC | 5,308 | $359.9K | 0.03% | +5,308 | New |
| Brown Advisory Inc | 5,329 | $361.3K | 0.00% | −354−6.2% | Reduced |
| Kingsview Wealth Management, LLC | 5,333 | $361.6K | 0.02% | −258−4.6% | Reduced |
| First Manhattan Co | 5,374 | $364.4K | 0.00% | +524+10.8% | Added |
| Boston Trust Walden Corp | 5,400 | $366.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,426 | $367.9K | 0.03% | −694−11.3% | Reduced |
| Institute for Wealth Management, LLC. | 5,445 | $369.2K | 0.08% | −1,128−17.2% | Reduced |
| Cumberland Partners Ltd | 5,445 | $369.2K | 0.04% | −1,150−17.4% | Reduced |
| Capital Asset Advisory Services LLC | 5,468 | $370.7K | 0.03% | −223−3.9% | Reduced |
| Monetary Management Group Inc | 5,500 | $372.9K | 0.12% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 5,504 | $373.0K | 0.01% | 00.0% | Unchanged |
| Pendal Group Limited | 5,504 | $373.2K | 0.00% | −21−0.4% | Reduced |
| Banco de Sabadell, S.A | 5,673 | $384.0K | 0.32% | +112+2.0% | Added |
| Comerica Securities,inc. | 5,676 | $384.9K | 0.03% | +276+5.1% | Added |
| American Trust | 5,695 | $386.1K | 0.04% | +5,695 | New |
| Tower Research Capital LLC (TRC) | 5,779 | $392.0K | 0.02% | −80,291−93.3% | Reduced |
| InterOcean Capital Group, LLC | 5,784 | $392.2K | 0.01% | −521−8.3% | Reduced |
| Spinnaker Investment Group, LLC | 5,800 | $393.2K | 0.14% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,806 | $394.0K | 0.07% | −4−0.1% | Reduced |
| E Fund Management Co., Ltd. | 5,804 | $394.0K | 0.03% | +12+0.2% | Added |
| Argent Trust Co | 5,813 | $394.1K | 0.03% | −102−1.7% | Reduced |
| Brown Brothers Harriman & Co | 5,817 | $394.4K | 0.00% | −543−8.5% | Reduced |
| Mission Wealth Management, LP | 5,826 | $395.0K | 0.02% | +226+4.0% | Added |
| Insigneo Advisory Services, LLC | 5,877 | $398.0K | 0.15% | +5,877 | New |
| Prospector Partners LLC | 5,885 | $399.0K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 5,900 | $400.0K | 0.17% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5,910 | $400.7K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,925 | $401.7K | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 5,942 | $402.9K | 0.06% | −406−6.4% | Reduced |
| XML Financial, LLC | 5,948 | $403.3K | 0.05% | +200+3.5% | Added |
| Zions Bancorporation, N.A. | 5,976 | $405.2K | 0.03% | +652+12.2% | Added |
| NTV Asset Management LLC | 6,000 | $406.8K | 0.08% | 00.0% | Unchanged |
| Momentum Advisors, LLC | 6,071 | $411.6K | 0.42% | −20.0% | Reduced |
| V Wealth Advisors LLC | 6,087 | $412.7K | 0.09% | +6,087 | New |
| Noesis Capital Mangement Corp | 6,126 | $415.0K | 0.12% | 00.0% | Unchanged |
| Eagle Strategies LLC | 6,124 | $415.2K | 0.12% | +1,155+23.2% | Added |
| Perigon Wealth Management, LLC | 6,184 | $419.3K | 0.03% | +676+12.3% | Added |
| China Universal Asset Management Co., Ltd. | 6,207 | $420.8K | 0.17% | +497+8.7% | Added |
| Harbour Investments, Inc. | 6,242 | $423.2K | 0.03% | +250+4.2% | Added |
| McLean Asset Management Corp | 6,265 | $424.8K | 0.14% | 00.0% | Unchanged |
| Telemus Capital, LLC | 6,022 | $426.4K | 0.04% | +80+1.3% | Added |
| Buckingham Strategic Wealth, LLC | 6,302 | $427.3K | 0.01% | +481+8.3% | Added |
| Gamco Investors, Inc. Et Al | 6,320 | $428.5K | 0.00% | +255+4.2% | Added |
| Capital Investment Advisory Services, LLC | 6,322 | $428.6K | 0.05% | −1,193−15.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,365 | $431.5K | 0.01% | +615+10.7% | Added |
| Advisors Capital Management, LLC | 6,373 | $432.0K | 0.01% | −804−11.2% | Reduced |
| Avalon Investment & Advisory | 6,393 | $433.0K | 0.01% | −1,111−14.8% | Reduced |
| Garner Asset Management Corp | 6,386 | $433.0K | 0.21% | −60−0.9% | Reduced |
| Financial Advisory Service, Inc. | 6,465 | $438.3K | 0.05% | +76+1.2% | Added |
| Williams Jones Wealth Management, LLC. | 6,513 | $441.6K | 0.01% | −1,416−17.9% | Reduced |
| Lindbrook Capital, LLC | 6,608 | $448.0K | 0.06% | +280+4.4% | Added |
| Legacy Financial Advisors, Inc. | 6,618 | $448.7K | 0.10% | +992+17.6% | Added |
| Northstar Group, Inc. | 6,645 | $450.5K | 0.13% | 00.0% | Unchanged |
| Investors Research Corp | 6,673 | $452.4K | 0.12% | 00.0% | Unchanged |
| Keel Point, LLC | 6,697 | $454.1K | 0.07% | +617+10.1% | Added |
| Wintrust Investments LLC | 6,728 | $456.0K | 0.06% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 6,747 | $457.4K | 0.11% | +61+0.9% | Added |
| Jacobi Capital Management LLC | 6,779 | $459.6K | 0.06% | −106−1.5% | Reduced |
| Y.D. More Investments Ltd | 6,809 | $463.7K | 0.13% | +6,809 | New |
| New England Research & Management, Inc. | 6,850 | $464.0K | 0.27% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 6,843 | $464.0K | 0.02% | +269+4.1% | Added |
| Five Oceans Advisors | 6,884 | $466.7K | 0.32% | −20.0% | Reduced |
| Wealthspire Advisors, LLC | 6,898 | $467.7K | 0.01% | +6,898 | New |
| Beacon Investment Advisory Services, Inc. | 7,000 | $474.6K | 0.02% | 00.0% | Unchanged |
| Fruth Investment Management | 7,046 | $477.0K | 0.14% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 7,280 | $477.1K | 0.04% | −1,888−20.6% | Reduced |
| Grimes & Company, Inc. | 7,071 | $479.4K | 0.02% | +61+0.9% | Added |
| Cutler Group LP | 7,100 | $481.0K | 0.06% | −1,500−17.4% | Reduced |
| Financial & Tax Architects, LLC | 6,963 | $481.5K | 0.16% | +6,963 | New |
| Wilkinson Global Asset Management LLC | 7,173 | $486.3K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 33,537 | $491.4K | 0.01% | +1,857+5.9% | Added |
| Stevard, LLC | 7,248 | $491.4K | 0.42% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 7,261 | $492.0K | 0.02% | +187+2.6% | Added |
| Headlands Technologies LLC | 7,255 | $492.0K | 0.39% | +7,255 | New |
| CIBC World Markets Corp | 7,264 | $492.5K | 0.00% | +7,264 | New |
| Tranquility Partners, LLC | 7,283 | $493.8K | 0.25% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 7,354 | $498.6K | 0.20% | +7,354 | New |
| GDS Wealth Management | 7,367 | $499.5K | 0.10% | −44−0.6% | Reduced |
| PDS Planning, Inc | 7,386 | $500.8K | 0.08% | +70+1.0% | Added |
| EverSource Wealth Advisors, LLC | 7,436 | $504.2K | 0.08% | −1,518−17.0% | Reduced |
| Gradient Investments LLC | 7,508 | $509.1K | 0.02% | −292−3.7% | Reduced |
| LVM Capital Management Ltd | 7,550 | $512.0K | 0.07% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 7,572 | $513.4K | 0.07% | −532−6.6% | Reduced |
| Key Financial Inc | 9,542 | $523.3K | 0.25% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7,747 | $525.2K | 0.03% | +276+3.7% | Added |
| IFP Advisors, Inc | 13,904 | $527.0K | 0.02% | +4,066+41.3% | Added |
| Robertson Stephens Wealth Management, LLC | 7,823 | $530.4K | 0.05% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 7,871 | $533.7K | 0.11% | +2,881+57.7% | Added |
| Inscription Capital, LLC | 7,872 | $533.7K | 0.18% | −50−0.6% | Reduced |