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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 16,713 | $1.13M | 0.24% | −806−4.6% | Reduced |
| Evergreen Capital Management LLC | 16,616 | $1.13M | 0.05% | +188+1.1% | Added |
| Monumental Financial Group Inc. | 16,574 | $1.12M | 0.91% | +16,574 | New |
| Old National Bancorp | 16,460 | $1.12M | 0.04% | +1,719+11.7% | Added |
| Dillon & Associates Inc | 16,347 | $1.11M | 0.24% | +2,397+17.2% | Added |
| BSW Wealth Partners | 16,332 | $1.11M | 0.24% | +2,527+18.3% | Added |
| Marietta Investment Partners LLC | 16,320 | $1.11M | 0.31% | +258+1.6% | Added |
| De Burlo Group Inc | 16,292 | $1.10M | 0.25% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 16,183 | $1.10M | 0.08% | +7,059+77.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 16,083 | $1.09M | 0.05% | −485−2.9% | Reduced |
| Advocate Group LLC | 16,044 | $1.09M | 0.23% | −1,199−7.0% | Reduced |
| Meridian Wealth Management, LLC | 16,004 | $1.09M | 0.11% | −640−3.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 15,452 | $1.08M | 0.66% | +105+0.7% | Added |
| Prudential Financial Inc | 15,865 | $1.08M | 0.00% | −3,238−17.0% | Reduced |
| Suvretta Capital Management, LLC | 15,690 | $1.06M | 0.04% | +15,690 | New |
| Quantinno Capital Management LP | 15,647 | $1.06M | 0.08% | +15,647 | New |
| Personal Cfo Solutions, LLC | 15,405 | $1.04M | 0.22% | −1,194−7.2% | Reduced |
| 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 |
| Axq Capital, LP | 14,908 | $1.01M | 0.70% | +14,908 | New |
| Tiaa, FSB | 14,750 | $1.00M | 0.00% | −416−2.7% | Reduced |
| Calamos Wealth Management LLC | 14,729 | $998.6K | 0.08% | −15,580−51.4% | Reduced |
| National Asset Management, Inc. | 14,643 | $992.8K | 0.03% | −1,956−11.8% | Reduced |
| Connacht Asset Management LP | 14,643 | $992.8K | 2.01% | −2,484−14.5% | Reduced |
| Howland Capital Management LLC | 14,566 | $987.6K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 14,463 | $980.6K | 0.03% | −1,448−9.1% | Reduced |
| First Hawaiian Bank | 14,396 | $977.0K | 0.04% | −420−2.8% | Reduced |
| Ellevest, Inc. | 14,352 | $973.1K | 0.08% | +2,231+18.4% | Added |
| Cyndeo Wealth Partners, LLC | 14,290 | $968.9K | 0.11% | +14,290 | New |
| Texas Yale Capital Corp. | 14,125 | $957.7K | 0.05% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 14,058 | $953.1K | 0.02% | −1,034−6.9% | Reduced |
| Jag Capital Management, LLC | 13,984 | $948.1K | 0.14% | +7,825+127.0% | Added |
| Boenning & Scattergood, Inc. | 14,155 | $939.0K | 0.15% | +1,125+8.6% | Added |
| Oarsman Capital, Inc. | 13,780 | $934.3K | 0.48% | −3,360−19.6% | Reduced |
| Dakota Wealth Management | 13,689 | $928.1K | 0.07% | −215−1.5% | Reduced |
| Valeo Financial Advisors, LLC | 13,611 | $922.9K | 0.05% | +3,736+37.8% | Added |
| Marotta Asset Management | 13,507 | $915.8K | 0.22% | −147−1.1% | Reduced |
| Confluence Wealth Services, Inc. | 13,460 | $912.6K | 0.24% | +10.0% | Added |
| Allen Investment Management LLC | 13,452 | $912.0K | 0.01% | −802−5.6% | Reduced |
| Wedbush Securities Inc | 13,438 | $911.0K | 0.05% | −1,711−11.3% | Reduced |
| Stratos Wealth Partners, LTD. | 13,434 | $910.9K | 0.02% | −477−3.4% | Reduced |
| Global Retirement Partners, LLC | 13,401 | $908.6K | 0.06% | −176−1.3% | Reduced |
| Sigma Planning Corp | 13,336 | $904.2K | 0.03% | −34−0.3% | Reduced |
| IHT Wealth Management, LLC | 13,331 | $903.9K | 0.06% | +1,628+13.9% | Added |
| Cedar Brook Financial Partners, LLC | 13,249 | $898.3K | 0.25% | +1,258+10.5% | Added |
| Parallel Advisors, LLC | 13,226 | $896.8K | 0.04% | −824−5.9% | Reduced |
| Thoroughbred Financial Services, LLC | 13,118 | $889.0K | 0.15% | +13,118 | New |
| True North Advisors, LLC | 13,100 | $888.2K | 0.30% | 00.0% | Unchanged |
| West Family Investments, Inc. | 13,091 | $887.6K | 0.30% | −184−1.4% | Reduced |
| Schechter Investment Advisors, LLC | 13,084 | $887.1K | 0.08% | +1,437+12.3% | Added |
| 9258 Wealth Management, LLC | 13,041 | $884.2K | 0.19% | −509−3.8% | Reduced |
| Ameritas Investment Partners, Inc. | 12,985 | $877.9K | 0.04% | −138−1.1% | Reduced |
| Riverview Capital Advisers, LLC | 12,920 | $876.0K | 0.47% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12,902 | $874.8K | 0.05% | −302−2.3% | Reduced |
| Moser Wealth Advisors, LLC | 12,701 | $861.1K | 0.65% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 12,680 | $860.0K | 0.14% | −7,249−36.4% | Reduced |
| FinTrust Capital Advisors, LLC | 12,673 | $859.2K | 0.21% | +3,354+36.0% | Added |
| Grandfield & Dodd, LLC | 12,664 | $858.6K | 0.06% | −10.0% | Reduced |
| Stockman Wealth Management, Inc. | 12,600 | $854.3K | 0.20% | +200+1.6% | Added |
| HighTower Trust Services, LTA | 12,590 | $850.6K | 0.08% | +3,659+41.0% | Added |
| Beacon Pointe Advisors, LLC | 12,484 | $846.4K | 0.02% | +587+4.9% | Added |
| Charles Schwab Investment Management Inc | 12,455 | $844.4K | 0.00% | +12,455 | New |
| Arete Wealth Advisors, LLC | 12,222 | $828.7K | 0.07% | +1,251+11.4% | Added |
| Wealth Alliance | 12,145 | $823.4K | 0.15% | −2,935−19.5% | Reduced |
| Two Sigma Securities, LLC | 12,136 | $822.8K | 0.12% | +12,136 | New |
| Flaharty Asset Management, LLC | 12,124 | $822.0K | 0.15% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,066 | $818.1K | 0.02% | +3,194+36.0% | Added |
| RB Capital Management, LLC | 12,047 | $816.8K | 0.30% | +357+3.1% | Added |
| SYSTM Wealth Solutions LLC | 12,024 | $815.3K | 0.10% | +12,024 | New |
| Orion Portfolio Solutions, LLC | 11,907 | $807.3K | 0.03% | +1,013+9.3% | Added |
| Sittner & Nelson, LLC | 11,874 | $805.1K | 0.49% | 00.0% | Unchanged |
| Umb Bank N A | 11,772 | $798.0K | 0.01% | −1,890−13.8% | Reduced |
| Voya Financial Advisors, Inc. | 11,704 | $797.0K | 0.10% | +1,469+14.4% | Added |
| Eqis Capital Management, Inc. | 11,688 | $792.5K | 0.09% | −697−5.6% | Reduced |
| Cubist Systematic Strategies, LLC | 11,662 | $790.7K | 0.01% | −17,864−60.5% | Reduced |
| First City Capital Management, Inc. | 11,609 | $787.1K | 0.47% | −1,234−9.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 11,588 | $785.7K | 0.34% | +11,588 | New |
| Intrust Bank NA | 11,379 | $771.5K | 0.11% | +1,529+15.5% | Added |
| Lido Advisors, LLC | 11,331 | $768.3K | 0.01% | −1,203−9.6% | Reduced |
| RMB Capital Management, LLC | 11,322 | $767.6K | 0.03% | −1,187−9.5% | Reduced |
| Bradley Foster & Sargent Inc | 11,291 | $765.5K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 11,290 | $765.5K | 0.24% | +1,429+14.5% | Added |
| Venture Visionary Partners LLC | 11,264 | $763.7K | 0.06% | −1,200−9.6% | Reduced |
| Cullinan Associates Inc | 11,208 | $760.0K | 0.04% | +6,126+120.5% | Added |
| Guerra Pan Advisors, LLC | 11,201 | $759.4K | 1.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 11,195 | $759.0K | 0.17% | −204−1.8% | Reduced |
| Oppenheimer & Co Inc | 11,186 | $758.4K | 0.02% | +166+1.5% | Added |
| Whittier Trust Co of Nevada Inc | 11,177 | $757.7K | 0.03% | +1,827+19.5% | Added |
| Veritable, L.P. | 11,169 | $757.3K | 0.01% | +145+1.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 11,167 | $757.1K | 0.50% | +1,364+13.9% | Added |
| M Holdings Securities, Inc. | 11,161 | $757.0K | 0.08% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11,142 | $755.4K | 0.00% | −3,349−23.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,121 | $754.0K | 0.11% | +11,121 | New |
| Bank of Hawaii | 11,048 | $749.1K | 0.05% | −4,394−28.5% | Reduced |
| Sowell Financial Services LLC | 10,971 | $744.0K | 0.05% | +10,971 | New |
| Guardian Wealth Management, Inc. | 10,886 | $738.0K | 0.73% | −130−1.2% | Reduced |
| Belpointe Asset Management LLC | 10,864 | $736.6K | 0.04% | −672−5.8% | Reduced |
| Kestra Private Wealth Services, LLC | 10,827 | $734.1K | 0.04% | −3,543−24.7% | Reduced |
| Forum Financial Management, LP | 10,799 | $732.2K | 0.02% | +7+0.1% | Added |
| Moors & Cabot, Inc. | 10,761 | $729.6K | 0.05% | +177+1.7% | Added |