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 |
|---|---|---|---|---|---|
| FourThought Financial Partners, LLC | 49,662 | $3.37M | 0.49% | +49,662 | New |
| LMCG Investments, LLC | 49,686 | $3.37M | 0.24% | +743+1.5% | Added |
| Private Advisor Group, LLC | 70,202 | $3.42M | 0.17% | +1,557+2.3% | Added |
| Cerity Partners LLC | 46,800 | $3.45M | 0.02% | −14,369−23.5% | Reduced |
| JustInvest LLC | 50,893 | $3.45M | 0.14% | +1,739+3.5% | Added |
| SG Americas Securities, LLC | 51,039 | $3.46M | 0.05% | −2,330−4.4% | Reduced |
| Yousif Capital Management, LLC | 51,795 | $3.51M | 0.05% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 52,020 | $3.53M | 1.45% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 52,903 | $3.59M | 0.07% | +3,893+7.9% | Added |
| Equitable Trust Co | 54,324 | $3.68M | 0.29% | −8,521−13.6% | Reduced |
| Madison Asset Management, LLC | 54,389 | $3.69M | 0.06% | −18,868−25.8% | Reduced |
| Simplex Trading, LLC | 54,679 | $3.71M | 0.18% | +54,679 | New |
| ING Groep NV | 55,201 | $3.74M | 0.04% | +9,438+20.6% | Added |
| Patten Group, Inc. | 55,261 | $3.75M | 1.18% | −1,179−2.1% | Reduced |
| Cetera Investment Advisers | 55,383 | $3.75M | 0.03% | −28,711−34.1% | Reduced |
| Thomas White International Ltd | 55,660 | $3.77M | 0.83% | +16,130+40.8% | Added |
| Silvercrest Asset Management Group LLC | 55,723 | $3.78M | 0.03% | +3,477+6.7% | Added |
| Northwestern Mutual Wealth Management Co | 57,081 | $3.87M | 0.01% | +3,388+6.3% | Added |
| Guardian Capital LP | 57,642 | $3.91M | 0.13% | −1,328−2.3% | Reduced |
| Ruffer LLP | 57,930 | $3.94M | 0.26% | −221,057−79.2% | Reduced |
| Acadian Asset Management LLC | 58,421 | $3.96M | 0.02% | +38,912+199.5% | Added |
| DekaBank Deutsche Girozentrale | 60,000 | $4.03M | 0.01% | 00.0% | Unchanged |
| Affinity Asset Advisors, LLC | 60,000 | $4.07M | 1.86% | −90,000−60.0% | Reduced |
| William Blair Investment Management, LLC | 60,994 | $4.14M | 0.02% | +7,569+14.2% | Added |
| Pathstone Family Office, LLC | 60,873 | $4.15M | 0.08% | +18,900+45.0% | Added |
| AIMZ Investment Advisors, LLC | 62,629 | $4.25M | 2.00% | −220.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 63,073 | $4.28M | 0.00% | +5,391+9.3% | Added |
| Ingalls & Snyder LLC | 63,704 | $4.32M | 0.24% | −5,046−7.3% | Reduced |
| South State Corp. | 64,073 | $4.34M | 0.40% | +523+0.8% | Added |
| International Biotechnology Trust PLC | 65,000 | $4.41M | 1.36% | +65,000 | New |
| Rafferty Asset Management, LLC | 65,489 | $4.44M | 0.04% | −50,441−43.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 65,780 | $4.46M | 0.22% | −1,592−2.4% | Reduced |
| WSFS Capital Management, LLC | 65,893 | $4.47M | 0.48% | +65,893 | New |
| Caption Management, LLC | 66,200 | $4.49M | 0.76% | +53,135+406.7% | Added |
| Mount Yale Investment Advisors, LLC | 66,202 | $4.49M | 0.51% | +4,351+7.0% | Added |
| Boston Common Asset Management, LLC | 66,391 | $4.50M | 0.22% | +13,369+25.2% | Added |
| Azimuth Capital Investment Management LLC | 66,680 | $4.52M | 0.23% | −1,555−2.3% | Reduced |
| Keybank National Association | 66,683 | $4.52M | 0.02% | +2,673+4.2% | Added |
| Capital International Inc | 67,015 | $4.54M | 0.10% | −9,778−12.7% | Reduced |
| First American Bank | 67,718 | $4.59M | 0.44% | −8,679−11.4% | Reduced |
| Bellevue Group AG | 68,500 | $4.65M | 0.06% | +24,100+54.3% | Added |
| Wetherby Asset Management Inc | 68,572 | $4.65M | 0.30% | +3,642+5.6% | Added |
| Azzad Asset Management Inc | 68,647 | $4.65M | 0.74% | −22,511−24.7% | Reduced |
| Raymond James Trust N.A. | 68,891 | $4.67M | 0.16% | −2,292−3.2% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 69,410 | $4.71M | 0.71% | +6,500+10.3% | Added |
| Bessemer Group Inc | 70,260 | $4.76M | 0.01% | −3,551−4.8% | Reduced |
| Baird Financial Group, Inc. | 70,264 | $4.76M | 0.01% | −1,703−2.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 71,809 | $4.87M | 0.04% | −4,161−5.5% | Reduced |
| New York State Common Retirement Fund | 73,615 | $4.99M | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 74,418 | $5.05M | 0.08% | +13,167+21.5% | Added |
| Atria Investments LLC | 74,945 | $5.08M | 0.10% | −1,878−2.4% | Reduced |
| Skba Capital Management LLC | 74,970 | $5.08M | 0.94% | −436−0.6% | Reduced |
| Guardian Capital Advisors LP | 74,384 | $5.21M | 0.59% | −1,135−1.5% | Reduced |
| SAL Trading, LLC | 77,300 | $5.24M | 11.04% | −79,000−50.5% | Reduced |
| Artia Global Partners LP | 77,759 | $5.27M | 2.02% | +77,759 | New |
| LGT Fund Management Co Ltd. | 78,760 | $5.34M | 2.31% | 00.0% | Unchanged |
| Ethic Inc. | 79,196 | $5.37M | 0.29% | +11,358+16.7% | Added |
| Timber Creek Capital Management LLC | 81,180 | $5.50M | 2.08% | −352−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 81,758 | $5.54M | 0.03% | −163,718−66.7% | Reduced |
| Comerica Bank | 78,370 | $5.54M | 0.04% | +2,683+3.5% | Added |
| Beck Bode, LLC | 82,544 | $5.60M | 1.26% | +82,544 | New |
| Capital International Sarl | 85,003 | $5.76M | 0.41% | +6,545+8.3% | Added |
| Meitav Dash Investments Ltd | 84,876 | $5.77M | 0.10% | −300−0.4% | Reduced |
| WealthPlan Investment Management, LLC | 85,987 | $5.99M | 0.42% | +11,545+15.5% | Added |
| WealthPLAN Partners, LLC | 85,987 | $6.05M | 0.42% | +85,987 | New |
| Bridgewater Associates, LP | 89,618 | $6.08M | 0.03% | +9,827+12.3% | Added |
| Credit Suisse AG | 90,995 | $6.17M | 0.01% | +22,476+32.8% | Added |
| LSV Asset Management | 93,200 | $6.32M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 95,101 | $6.45M | 0.03% | +4,684+5.2% | Added |
| Altrius Capital Management Inc | 95,359 | $6.47M | 2.03% | +1,419+1.5% | Added |
| RNC Capital Management LLC | 98,625 | $6.69M | 0.37% | −2,311−2.3% | Reduced |
| Nwi Management LP | 100,000 | $6.78M | 1.59% | −200,000−66.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,902 | $6.91M | 0.12% | −2,000−1.9% | Reduced |
| Gabelli Funds LLC | 103,097 | $6.99M | 0.05% | −4,186−3.9% | Reduced |
| Prospera Financial Services Inc | 103,120 | $6.99M | 0.35% | −39,015−27.4% | Reduced |
| James Investment Research Inc | 103,495 | $7.02M | 0.98% | −3,087−2.9% | Reduced |
| Motco | 103,641 | $7.03M | 0.52% | −4,461−4.1% | Reduced |
| Zevin Asset Management LLC | 104,687 | $7.10M | 1.54% | +104,687 | New |
| Squarepoint Ops LLC | 105,932 | $7.18M | 0.05% | +1,639+1.6% | Added |
| DRW Securities, LLC | 106,096 | $7.19M | 1.46% | +106,096 | New |
| Captrust Financial Advisors | 109,637 | $7.43M | 0.04% | +10,819+10.9% | Added |
| Susquehanna International Group, LLP | 112,758 | $7.64M | 0.01% | −41,441−26.9% | Reduced |
| US Bancorp | 112,758 | $7.65M | 0.01% | −8,631−7.1% | Reduced |
| Brinker Capital Investments, LLC | 112,873 | $7.65M | 0.15% | −1,609−1.4% | Reduced |
| Mariner, LLC | 112,985 | $7.66M | 0.02% | −5,619−4.7% | Reduced |
| Oak Ridge Investments LLC | 114,246 | $7.75M | 1.15% | +390.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 115,395 | $7.82M | 0.02% | −3,961−3.3% | Reduced |
| Assetmark, Inc | 115,507 | $7.83M | 0.03% | +20,479+21.6% | Added |
| Scotia Capital Inc. | 115,902 | $7.86M | 0.06% | −7,130−5.8% | Reduced |
| Kestra Advisory Services, LLC | 115,947 | $7.86M | 0.07% | +11,114+10.6% | Added |
| Mercer Global Advisors Inc | 116,120 | $7.87M | 0.04% | +16,540+16.6% | Added |
| Nicholas Company, Inc. | 120,870 | $8.19M | 0.18% | +5,000+4.3% | Added |
| Creative Planning | 130,983 | $8.88M | 0.01% | +17,594+15.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 136,511 | $9.26M | 0.02% | −1,923−1.4% | Reduced |
| MML Investors Services, LLC | 137,166 | $9.30M | 0.06% | +4,783+3.6% | Added |
| Bailard, Inc. | 139,568 | $9.46M | 0.36% | +7,756+5.9% | Added |
| Integral Health Asset Management, LLC | 140,000 | $9.49M | 2.14% | +140,000 | New |
| Employees Retirement System of Texas | 140,642 | $9.54M | 0.14% | −17,868−11.3% | Reduced |
| Endurant Capital Management LP | 141,420 | $9.59M | 3.89% | +40,372+40.0% | Added |
| Braun Stacey Associates Inc | 142,272 | $9.65M | 0.55% | −24,786−14.8% | Reduced |