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 | 1,388 | $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, 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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 12,222 | $828.7K | 0.07% | +1,251+11.4% | Added |
| Charles Schwab Investment Management Inc | 12,455 | $844.4K | 0.00% | +12,455 | New |
| Beacon Pointe Advisors, LLC | 12,484 | $846.4K | 0.02% | +587+4.9% | Added |
| HighTower Trust Services, LTA | 12,590 | $850.6K | 0.08% | +3,659+41.0% | Added |
| Stockman Wealth Management, Inc. | 12,600 | $854.3K | 0.20% | +200+1.6% | Added |
| Grandfield & Dodd, LLC | 12,664 | $858.6K | 0.06% | −10.0% | Reduced |
| FinTrust Capital Advisors, LLC | 12,673 | $859.2K | 0.21% | +3,354+36.0% | Added |
| Altfest L J & Co Inc | 12,680 | $860.0K | 0.14% | −7,249−36.4% | Reduced |
| Moser Wealth Advisors, LLC | 12,701 | $861.1K | 0.65% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12,902 | $874.8K | 0.05% | −302−2.3% | Reduced |
| Riverview Capital Advisers, LLC | 12,920 | $876.0K | 0.47% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,985 | $877.9K | 0.04% | −138−1.1% | Reduced |
| 9258 Wealth Management, LLC | 13,041 | $884.2K | 0.19% | −509−3.8% | Reduced |
| Schechter Investment Advisors, LLC | 13,084 | $887.1K | 0.08% | +1,437+12.3% | Added |
| West Family Investments, Inc. | 13,091 | $887.6K | 0.30% | −184−1.4% | Reduced |
| True North Advisors, LLC | 13,100 | $888.2K | 0.30% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 13,118 | $889.0K | 0.15% | +13,118 | New |
| Parallel Advisors, LLC | 13,226 | $896.8K | 0.04% | −824−5.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 13,249 | $898.3K | 0.25% | +1,258+10.5% | Added |
| IHT Wealth Management, LLC | 13,331 | $903.9K | 0.06% | +1,628+13.9% | Added |
| Sigma Planning Corp | 13,336 | $904.2K | 0.03% | −34−0.3% | Reduced |
| Global Retirement Partners, LLC | 13,401 | $908.6K | 0.06% | −176−1.3% | Reduced |
| Stratos Wealth Partners, LTD. | 13,434 | $910.9K | 0.02% | −477−3.4% | Reduced |
| Wedbush Securities Inc | 13,438 | $911.0K | 0.05% | −1,711−11.3% | Reduced |
| Allen Investment Management LLC | 13,452 | $912.0K | 0.01% | −802−5.6% | Reduced |
| Confluence Wealth Services, Inc. | 13,460 | $912.6K | 0.24% | +10.0% | Added |
| Marotta Asset Management | 13,507 | $915.8K | 0.22% | −147−1.1% | Reduced |
| Valeo Financial Advisors, LLC | 13,611 | $922.9K | 0.05% | +3,736+37.8% | Added |
| Dakota Wealth Management | 13,689 | $928.1K | 0.07% | −215−1.5% | Reduced |
| Oarsman Capital, Inc. | 13,780 | $934.3K | 0.48% | −3,360−19.6% | Reduced |
| Boenning & Scattergood, Inc. | 14,155 | $939.0K | 0.15% | +1,125+8.6% | Added |
| Jag Capital Management, LLC | 13,984 | $948.1K | 0.14% | +7,825+127.0% | Added |
| Horizon Kinetics Asset Management LLC | 14,058 | $953.1K | 0.02% | −1,034−6.9% | Reduced |
| Texas Yale Capital Corp. | 14,125 | $957.7K | 0.05% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 14,290 | $968.9K | 0.11% | +14,290 | New |
| Ellevest, Inc. | 14,352 | $973.1K | 0.08% | +2,231+18.4% | Added |
| First Hawaiian Bank | 14,396 | $977.0K | 0.04% | −420−2.8% | Reduced |
| Advisory Services Network, LLC | 14,463 | $980.6K | 0.03% | −1,448−9.1% | Reduced |
| Howland Capital Management LLC | 14,566 | $987.6K | 0.06% | 00.0% | Unchanged |
| Connacht Asset Management LP | 14,643 | $992.8K | 2.01% | −2,484−14.5% | Reduced |
| National Asset Management, Inc. | 14,643 | $992.8K | 0.03% | −1,956−11.8% | Reduced |
| Calamos Wealth Management LLC | 14,729 | $998.6K | 0.08% | −15,580−51.4% | Reduced |
| Tiaa, FSB | 14,750 | $1.00M | 0.00% | −416−2.7% | Reduced |
| Axq Capital, LP | 14,908 | $1.01M | 0.70% | +14,908 | New |
| Westport Asset Management Inc | 15,000 | $1.02M | 0.65% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 15,000 | $1.02M | 0.41% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 15,405 | $1.04M | 0.22% | −1,194−7.2% | Reduced |
| Quantinno Capital Management LP | 15,647 | $1.06M | 0.08% | +15,647 | New |
| Suvretta Capital Management, LLC | 15,690 | $1.06M | 0.04% | +15,690 | New |
| Prudential Financial Inc | 15,865 | $1.08M | 0.00% | −3,238−17.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 15,452 | $1.08M | 0.66% | +105+0.7% | Added |
| Meridian Wealth Management, LLC | 16,004 | $1.09M | 0.11% | −640−3.8% | Reduced |
| Advocate Group LLC | 16,044 | $1.09M | 0.23% | −1,199−7.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 16,083 | $1.09M | 0.05% | −485−2.9% | Reduced |
| Level Four Advisory Services, LLC | 16,183 | $1.10M | 0.08% | +7,059+77.4% | Added |
| De Burlo Group Inc | 16,292 | $1.10M | 0.25% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 16,320 | $1.11M | 0.31% | +258+1.6% | Added |
| BSW Wealth Partners | 16,332 | $1.11M | 0.24% | +2,527+18.3% | Added |
| Dillon & Associates Inc | 16,347 | $1.11M | 0.24% | +2,397+17.2% | Added |
| Old National Bancorp | 16,460 | $1.12M | 0.04% | +1,719+11.7% | Added |
| Monumental Financial Group Inc. | 16,574 | $1.12M | 0.91% | +16,574 | New |
| Evergreen Capital Management LLC | 16,616 | $1.13M | 0.05% | +188+1.1% | Added |
| Hanson & Doremus Investment Management | 16,713 | $1.13M | 0.24% | −806−4.6% | Reduced |
| Geneva Partners, LLC | 16,909 | $1.15M | 1.08% | −5,265−23.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.15M | 0.46% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 16,921 | $1.15M | 0.16% | +8,576+102.8% | Added |
| Paradigm Asset Management Co LLC | 9,106 | $1.15M | 0.32% | +1,006+12.4% | Added |
| SeaCrest Wealth Management, LLC | 17,006 | $1.15M | 0.17% | −180−1.0% | Reduced |
| Itau Unibanco Holding S.A. | 17,067 | $1.16M | 0.05% | −3,994−19.0% | Reduced |
| Fragasso Group Inc. | 17,166 | $1.16M | 0.14% | +29+0.2% | Added |
| Stratos Wealth Advisors, LLC | 17,195 | $1.17M | 0.10% | +17,195 | New |
| AE Wealth Management LLC | 17,239 | $1.17M | 0.01% | +263+1.5% | Added |
| EP Wealth Advisors, LLC | 17,291 | $1.17M | 0.02% | +17,291 | New |
| Mitchell Capital Management Co | 17,294 | $1.17M | 0.32% | +41+0.2% | Added |
| Connable Office Inc | 17,371 | $1.18M | 0.17% | +146+0.8% | Added |
| Commerce Bank | 17,400 | $1.18M | 0.01% | −931−5.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 17,409 | $1.18M | 0.05% | +257+1.5% | Added |
| Malaga Cove Capital, LLC | 17,443 | $1.18M | 0.65% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 17,890 | $1.21M | 0.63% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 17,886 | $1.21M | 0.03% | +4,565+34.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,468 | $1.25M | 0.64% | 00.0% | Unchanged |
| Clarius Group, LLC | 18,491 | $1.25M | 0.11% | +1,846+11.1% | Added |
| Dorsey & Whitney Trust CO LLC | 18,560 | $1.26M | 0.12% | +1,813+10.8% | Added |
| Gyon Technologies Capital Management, LP | 18,598 | $1.26M | 0.47% | −31,296−62.7% | Reduced |
| 44 Wealth Management LLC | 18,692 | $1.27M | 0.44% | +229+1.2% | Added |
| Verdence Capital Advisors LLC | 18,717 | $1.27M | 0.16% | +1,281+7.3% | Added |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.30M | 0.21% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 19,137 | $1.30M | 0.23% | +837+4.6% | Added |
| Whittier Trust Co | 19,382 | $1.31M | 0.03% | +1,541+8.6% | Added |
| AXA S.A. | 19,665 | $1.33M | 0.00% | +19,665 | New |
| Sectoral Asset Management Inc | 20,010 | $1.36M | 0.26% | +500+2.6% | Added |
| Handelsbanken Fonder AB | 20,230 | $1.37M | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 20,265 | $1.37M | 0.10% | −494−2.4% | Reduced |
| PEAK6 Investments LLC | 20,354 | $1.38M | 0.08% | −66,970−76.7% | Reduced |
| Nordwand Advisors, LLC | 20,486 | $1.39M | 0.17% | +20,486 | New |
| Columbus Macro, LLC | 20,493 | $1.39M | 0.53% | −234−1.1% | Reduced |
| Stephens Inc | 20,645 | $1.40M | 0.03% | +1,151+5.9% | Added |
| Apollon Wealth Management, LLC | 20,845 | $1.41M | 0.10% | −159−0.8% | Reduced |
| Integrated Advisors Network LLC | 20,855 | $1.41M | 0.09% | +870+4.4% | Added |
| Benjamin Edwards Inc | 21,314 | $1.45M | 0.38% | +2,727+14.7% | Added |