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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 10,714 | $726.4K | 0.03% | −116−1.1% | Reduced |
| Sage Rhino Capital LLC | 10,623 | $720.2K | 0.23% | −366−3.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $720.1K | 0.30% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 10,565 | $716.3K | 0.05% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 10,527 | $714.0K | 0.05% | −239−2.2% | Reduced |
| Affinity Wealth Management LLC | 10,097 | $684.6K | 0.16% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 10,073 | $682.9K | 0.23% | +147+1.5% | Added |
| 1620 Investment Advisors, Inc. | 10,043 | $680.9K | 0.83% | +194+2.0% | Added |
| Engineers Gate Manager LP | 10,022 | $679.5K | 0.04% | −927−8.5% | Reduced |
| Courier Capital LLC | 10,017 | $679.2K | 0.08% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 9,656 | $669.0K | 0.32% | −683−6.6% | Reduced |
| Aries Wealth Management | 9,846 | $667.6K | 0.29% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 9,838 | $667.0K | 0.03% | +9,838 | New |
| Coastline Trust Co | 9,745 | $660.7K | 0.10% | 00.0% | Unchanged |
| 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 |
| J.W. Cole Advisors, Inc. | 9,639 | $653.6K | 0.05% | +4,656+93.4% | Added |
| FORA Capital, LLC | 9,629 | $652.8K | 0.11% | −53,015−84.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 9,600 | $651.0K | 0.05% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 9,598 | $650.7K | 0.03% | −98−1.0% | Reduced |
| Financial Advocates Investment Management | 9,401 | $637.4K | 0.05% | +2,972+46.2% | Added |
| Cowa, LLC | 8,700 | $636.0K | 0.40% | −1,020−10.5% | Reduced |
| Atlas Capital Advisors LLC | 9,336 | $633.0K | 0.11% | −3,908−29.5% | Reduced |
| Stonnington Group, LLC | 8,823 | $631.7K | 0.17% | −500−5.4% | Reduced |
| Vident Investment Advisory, LLC | 9,308 | $631.1K | 0.02% | −7,328−44.0% | Reduced |
| Mutual Advisors, LLC | 9,280 | $629.2K | 0.03% | −3,468−27.2% | Reduced |
| Huntington National Bank | 9,225 | $625.5K | 0.01% | +36+0.4% | Added |
| Cohen Investment Advisors LLC | 9,201 | $623.8K | 0.52% | +312+3.5% | Added |
| Channing Global Advisors, LLC | 9,197 | $623.6K | 0.72% | −329−3.5% | Reduced |
| Northeast Financial Consultants Inc | 9,173 | $621.9K | 0.04% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 9,031 | $612.3K | 0.15% | −715−7.3% | Reduced |
| Henry James International Management, Inc. | 8,976 | $608.6K | 0.29% | +1,407+18.6% | Added |
| Hancock Whitney Corp | 8,912 | $604.0K | 0.02% | +735+9.0% | Added |
| Full Sail Capital, LLC | 8,855 | $600.4K | 0.06% | −317−3.5% | Reduced |
| Oakworth Capital, Inc. | 8,808 | $597.2K | 0.06% | +72+0.8% | Added |
| KCM Investment Advisors LLC | 8,787 | $596.0K | 0.03% | −257−2.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,783 | $595.5K | 0.27% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 8,783 | $595.0K | 0.33% | +280+3.3% | Added |
| Independent Solutions Wealth Management, LLC | 8,703 | $590.1K | 0.18% | −150−1.7% | Reduced |
| Garrison Asset Management, LLC | 8,622 | $584.6K | 0.38% | −100−1.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 8,611 | $584.0K | 0.01% | −2,817−24.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,515 | $577.0K | 0.06% | −2,157−20.2% | Reduced |
| CAPROCK Group, Inc. | 8,509 | $576.9K | 0.05% | −24−0.3% | Reduced |
| Bray Capital Advisors | 8,500 | $576.3K | 0.18% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 8,489 | $575.6K | 0.01% | +4,524+114.1% | Added |
| Andesa Financial Management Inc. | 8,417 | $570.7K | 0.31% | −984−10.5% | Reduced |
| Great Diamond Partners, LLC | 8,331 | $564.8K | 0.17% | −22−0.3% | Reduced |
| DFPG Investments, LLC | 8,010 | $564.3K | 0.09% | +8,010 | New |
| CWM, LLC | 8,304 | $563.0K | 0.00% | −2,796−25.2% | Reduced |
| Fiduciary Trust Co | 8,298 | $562.6K | 0.01% | +115+1.4% | Added |
| Spire Wealth Management | 8,221 | $557.0K | 0.03% | +48+0.6% | Added |
| Central Trust Co | 8,168 | $553.8K | 0.02% | −2,988−26.8% | Reduced |
| Archford Capital Strategies, LLC | 8,082 | $547.9K | 0.13% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 8,062 | $546.6K | 0.14% | 00.0% | Unchanged |
| Nwam LLC | 8,054 | $546.1K | 0.05% | +568+7.6% | Added |
| Cloverfields Capital Group, LP | 8,044 | $545.4K | 0.17% | 00.0% | Unchanged |
| Fca Corp | 8,000 | $542.4K | 0.22% | 00.0% | Unchanged |
| Ar Asset Management Inc | 8,000 | $542.0K | 0.15% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,991 | $541.8K | 0.06% | −125−1.5% | Reduced |
| VELA Investment Management, LLC | 7,970 | $540.4K | 0.27% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 7,954 | $539.3K | 0.00% | −549−6.5% | Reduced |
| Norinchukin Bank, The | 7,900 | $535.6K | 0.01% | −360−4.4% | Reduced |
| Coldstream Capital Management Inc | 7,893 | $535.1K | 0.02% | +7,893 | New |
| Inscription Capital, LLC | 7,872 | $533.7K | 0.18% | −50−0.6% | Reduced |
| Blueprint Investment Partners LLC | 7,871 | $533.7K | 0.11% | +2,881+57.7% | Added |
| Robertson Stephens Wealth Management, LLC | 7,823 | $530.4K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13,904 | $527.0K | 0.02% | +4,066+41.3% | Added |
| Wealthcare Advisory Partners LLC | 7,747 | $525.2K | 0.03% | +276+3.7% | Added |
| Key Financial Inc | 9,542 | $523.3K | 0.25% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 7,572 | $513.4K | 0.07% | −532−6.6% | Reduced |
| LVM Capital Management Ltd | 7,550 | $512.0K | 0.07% | 00.0% | Unchanged |
| Gradient Investments LLC | 7,508 | $509.1K | 0.02% | −292−3.7% | Reduced |
| EverSource Wealth Advisors, LLC | 7,436 | $504.2K | 0.08% | −1,518−17.0% | Reduced |
| PDS Planning, Inc | 7,386 | $500.8K | 0.08% | +70+1.0% | Added |
| GDS Wealth Management | 7,367 | $499.5K | 0.10% | −44−0.6% | Reduced |
| Fox Run Management, L.L.C. | 7,354 | $498.6K | 0.20% | +7,354 | New |
| Tranquility Partners, LLC | 7,283 | $493.8K | 0.25% | 00.0% | Unchanged |
| CIBC World Markets Corp | 7,264 | $492.5K | 0.00% | +7,264 | New |
| 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 |
| Stevard, LLC | 7,248 | $491.4K | 0.42% | 00.0% | Unchanged |
| GWM Advisors LLC | 33,537 | $491.4K | 0.01% | +1,857+5.9% | Added |
| Wilkinson Global Asset Management LLC | 7,173 | $486.3K | 0.04% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 6,963 | $481.5K | 0.16% | +6,963 | New |
| Cutler Group LP | 7,100 | $481.0K | 0.06% | −1,500−17.4% | Reduced |
| Grimes & Company, Inc. | 7,071 | $479.4K | 0.02% | +61+0.9% | Added |
| Patriot Investment Management Inc. | 7,280 | $477.1K | 0.04% | −1,888−20.6% | Reduced |
| Fruth Investment Management | 7,046 | $477.0K | 0.14% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 7,000 | $474.6K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,898 | $467.7K | 0.01% | +6,898 | New |
| Five Oceans Advisors | 6,884 | $466.7K | 0.32% | −20.0% | Reduced |
| 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 |
| Y.D. More Investments Ltd | 6,809 | $463.7K | 0.13% | +6,809 | New |
| Jacobi Capital Management LLC | 6,779 | $459.6K | 0.06% | −106−1.5% | Reduced |
| Alera Investment Advisors, LLC | 6,747 | $457.4K | 0.11% | +61+0.9% | Added |
| Wintrust Investments LLC | 6,728 | $456.0K | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 6,697 | $454.1K | 0.07% | +617+10.1% | Added |
| Investors Research Corp | 6,673 | $452.4K | 0.12% | 00.0% | Unchanged |
| Northstar Group, Inc. | 6,645 | $450.5K | 0.13% | 00.0% | Unchanged |