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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 7,893 | $535.1K | 0.02% | +7,893 | New |
| Norinchukin Bank, The | 7,900 | $535.6K | 0.01% | −360−4.4% | Reduced |
| Personal Capital Advisors Corp | 7,954 | $539.3K | 0.00% | −549−6.5% | Reduced |
| VELA Investment Management, LLC | 7,970 | $540.4K | 0.27% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,991 | $541.8K | 0.06% | −125−1.5% | Reduced |
| Ar Asset Management Inc | 8,000 | $542.0K | 0.15% | 00.0% | Unchanged |
| Fca Corp | 8,000 | $542.4K | 0.22% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 8,044 | $545.4K | 0.17% | 00.0% | Unchanged |
| Nwam LLC | 8,054 | $546.1K | 0.05% | +568+7.6% | Added |
| Howard Financial Services, Ltd. | 8,062 | $546.6K | 0.14% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 8,082 | $547.9K | 0.13% | 00.0% | Unchanged |
| Central Trust Co | 8,168 | $553.8K | 0.02% | −2,988−26.8% | Reduced |
| Spire Wealth Management | 8,221 | $557.0K | 0.03% | +48+0.6% | Added |
| Fiduciary Trust Co | 8,298 | $562.6K | 0.01% | +115+1.4% | Added |
| CWM, LLC | 8,304 | $563.0K | 0.00% | −2,796−25.2% | Reduced |
| DFPG Investments, LLC | 8,010 | $564.3K | 0.09% | +8,010 | New |
| Great Diamond Partners, LLC | 8,331 | $564.8K | 0.17% | −22−0.3% | Reduced |
| Andesa Financial Management Inc. | 8,417 | $570.7K | 0.31% | −984−10.5% | Reduced |
| TownSquare Capital, LLC | 8,489 | $575.6K | 0.01% | +4,524+114.1% | Added |
| Bray Capital Advisors | 8,500 | $576.3K | 0.18% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 8,509 | $576.9K | 0.05% | −24−0.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,515 | $577.0K | 0.06% | −2,157−20.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 8,611 | $584.0K | 0.01% | −2,817−24.6% | Reduced |
| Garrison Asset Management, LLC | 8,622 | $584.6K | 0.38% | −100−1.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 8,703 | $590.1K | 0.18% | −150−1.7% | Reduced |
| Wick Capital Partners, LLC | 8,783 | $595.0K | 0.33% | +280+3.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,783 | $595.5K | 0.27% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 8,787 | $596.0K | 0.03% | −257−2.8% | Reduced |
| Oakworth Capital, Inc. | 8,808 | $597.2K | 0.06% | +72+0.8% | Added |
| Full Sail Capital, LLC | 8,855 | $600.4K | 0.06% | −317−3.5% | Reduced |
| Hancock Whitney Corp | 8,912 | $604.0K | 0.02% | +735+9.0% | Added |
| Henry James International Management, Inc. | 8,976 | $608.6K | 0.29% | +1,407+18.6% | Added |
| Principal Street Partners, LLC | 9,031 | $612.3K | 0.15% | −715−7.3% | Reduced |
| Northeast Financial Consultants Inc | 9,173 | $621.9K | 0.04% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 9,197 | $623.6K | 0.72% | −329−3.5% | Reduced |
| Cohen Investment Advisors LLC | 9,201 | $623.8K | 0.52% | +312+3.5% | Added |
| Huntington National Bank | 9,225 | $625.5K | 0.01% | +36+0.4% | Added |
| Mutual Advisors, LLC | 9,280 | $629.2K | 0.03% | −3,468−27.2% | Reduced |
| Vident Investment Advisory, LLC | 9,308 | $631.1K | 0.02% | −7,328−44.0% | Reduced |
| Stonnington Group, LLC | 8,823 | $631.7K | 0.17% | −500−5.4% | Reduced |
| Atlas Capital Advisors LLC | 9,336 | $633.0K | 0.11% | −3,908−29.5% | Reduced |
| Cowa, LLC | 8,700 | $636.0K | 0.40% | −1,020−10.5% | Reduced |
| Financial Advocates Investment Management | 9,401 | $637.4K | 0.05% | +2,972+46.2% | Added |
| Stonegate Investment Group, LLC | 9,598 | $650.7K | 0.03% | −98−1.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 9,600 | $651.0K | 0.05% | 00.0% | Unchanged |
| FORA Capital, LLC | 9,629 | $652.8K | 0.11% | −53,015−84.6% | Reduced |
| J.W. Cole Advisors, Inc. | 9,639 | $653.6K | 0.05% | +4,656+93.4% | Added |
| JGP Global Gestao de Recursos Ltda. | 9,710 | $658.0K | 0.47% | −21−0.2% | Reduced |
| Columbia Asset Management | 9,708 | $658.0K | 0.16% | 00.0% | Unchanged |
| Coastline Trust Co | 9,745 | $660.7K | 0.10% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 9,838 | $667.0K | 0.03% | +9,838 | New |
| Aries Wealth Management | 9,846 | $667.6K | 0.29% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 9,656 | $669.0K | 0.32% | −683−6.6% | Reduced |
| Courier Capital LLC | 10,017 | $679.2K | 0.08% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,022 | $679.5K | 0.04% | −927−8.5% | Reduced |
| 1620 Investment Advisors, Inc. | 10,043 | $680.9K | 0.83% | +194+2.0% | Added |
| Integrated Investment Consultants, LLC | 10,073 | $682.9K | 0.23% | +147+1.5% | Added |
| Affinity Wealth Management LLC | 10,097 | $684.6K | 0.16% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 10,527 | $714.0K | 0.05% | −239−2.2% | Reduced |
| Berkshire Asset Management LLC | 10,565 | $716.3K | 0.05% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $720.1K | 0.30% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 10,623 | $720.2K | 0.23% | −366−3.3% | Reduced |
| Ameritas Advisory Services, LLC | 10,714 | $726.4K | 0.03% | −116−1.1% | Reduced |
| Moors & Cabot, Inc. | 10,761 | $729.6K | 0.05% | +177+1.7% | Added |
| Forum Financial Management, LP | 10,799 | $732.2K | 0.02% | +7+0.1% | Added |
| Kestra Private Wealth Services, LLC | 10,827 | $734.1K | 0.04% | −3,543−24.7% | Reduced |
| Belpointe Asset Management LLC | 10,864 | $736.6K | 0.04% | −672−5.8% | Reduced |
| Guardian Wealth Management, Inc. | 10,886 | $738.0K | 0.73% | −130−1.2% | Reduced |
| Sowell Financial Services LLC | 10,971 | $744.0K | 0.05% | +10,971 | New |
| Bank of Hawaii | 11,048 | $749.1K | 0.05% | −4,394−28.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,121 | $754.0K | 0.11% | +11,121 | New |
| Fifth Third Bancorp | 11,142 | $755.4K | 0.00% | −3,349−23.1% | Reduced |
| M Holdings Securities, Inc. | 11,161 | $757.0K | 0.08% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 11,167 | $757.1K | 0.50% | +1,364+13.9% | Added |
| Veritable, L.P. | 11,169 | $757.3K | 0.01% | +145+1.3% | Added |
| Whittier Trust Co of Nevada Inc | 11,177 | $757.7K | 0.03% | +1,827+19.5% | Added |
| Oppenheimer & Co Inc | 11,186 | $758.4K | 0.02% | +166+1.5% | Added |
| Grove Bank & Trust | 11,195 | $759.0K | 0.17% | −204−1.8% | Reduced |
| Guerra Pan Advisors, LLC | 11,201 | $759.4K | 1.04% | 00.0% | Unchanged |
| Cullinan Associates Inc | 11,208 | $760.0K | 0.04% | +6,126+120.5% | Added |
| Venture Visionary Partners LLC | 11,264 | $763.7K | 0.06% | −1,200−9.6% | Reduced |
| Vise Technologies, Inc. | 11,290 | $765.5K | 0.24% | +1,429+14.5% | Added |
| Bradley Foster & Sargent Inc | 11,291 | $765.5K | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 11,322 | $767.6K | 0.03% | −1,187−9.5% | Reduced |
| Lido Advisors, LLC | 11,331 | $768.3K | 0.01% | −1,203−9.6% | Reduced |
| Intrust Bank NA | 11,379 | $771.5K | 0.11% | +1,529+15.5% | Added |
| Beverly Hills Private Wealth, LLC | 11,588 | $785.7K | 0.34% | +11,588 | New |
| First City Capital Management, Inc. | 11,609 | $787.1K | 0.47% | −1,234−9.6% | Reduced |
| Cubist Systematic Strategies, LLC | 11,662 | $790.7K | 0.01% | −17,864−60.5% | Reduced |
| Eqis Capital Management, Inc. | 11,688 | $792.5K | 0.09% | −697−5.6% | Reduced |
| Voya Financial Advisors, Inc. | 11,704 | $797.0K | 0.10% | +1,469+14.4% | Added |
| Umb Bank N A | 11,772 | $798.0K | 0.01% | −1,890−13.8% | Reduced |
| Sittner & Nelson, LLC | 11,874 | $805.1K | 0.49% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 11,907 | $807.3K | 0.03% | +1,013+9.3% | Added |
| SYSTM Wealth Solutions LLC | 12,024 | $815.3K | 0.10% | +12,024 | New |
| RB Capital Management, LLC | 12,047 | $816.8K | 0.30% | +357+3.1% | Added |
| Ballentine Partners, LLC | 12,066 | $818.1K | 0.02% | +3,194+36.0% | Added |
| Flaharty Asset Management, LLC | 12,124 | $822.0K | 0.15% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 12,136 | $822.8K | 0.12% | +12,136 | New |
| Wealth Alliance | 12,145 | $823.4K | 0.15% | −2,935−19.5% | Reduced |