AstraZeneca PLC

AZN

Exchange: NYSE
Industry: Pharmaceutical Preparations
SEC CIK: 0000901832

SEC filings (opens in a new tab)

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, Q1 2023

Institutional positions in AstraZeneca PLC as of Mar 31, 2023. 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: 1,057; +18 vs. Q4 2022
Shares held: 508.0M; −1.15M (−0.2%) vs. Q4 2022
Total value: $35.0B; +$806.8M (+2.4%) vs. Q4 2022
New holders: 87; 409 more added
Sold out: 69; 349 more reduced

24 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 1,057 institutions

Value heldQ1 2023: $35.0B

Institutions holding AZN and their total value by quarter
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, Q1 2023

Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q4 2022.

Institutions holding AZN in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coston, McIsaac & Partners	10	$0	0.00%	00.0%	Unchanged
California State Teachers Retirement System	1	$69	0.00%	00.0%	Unchanged
Lam Group, Inc.	2	$139	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	8	$559	0.00%	00.0%	Unchanged
TFC Financial Management	10	$695	0.00%	00.0%	Unchanged
Adirondack Retirement Specialists, Inc.	10	$703	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	13	$902	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	14	$972	0.00%	00.0%	Unchanged
Solstein Capital, LLC	19	$1.32K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	19	$1.38K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	20	$1.39K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	23	$1.60K	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	69	$1.61K	0.07%	+1+1.5%	Added
Earnest Partners LLC	25	$1.74K	0.00%	00.0%	Unchanged
Carmel Capital Partners, LLC	26	$1.78K	0.00%	+26	New
NewSquare Capital LLC	26	$1.80K	0.00%	+26	New
MV Capital Management, Inc.	27	$1.88K	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	28	$1.94K	0.00%	+28	New
Farmers & Merchants Investments Inc	29	$2.01K	0.00%	+29	New
True Wealth Design, LLC	31	$2.15K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	35	$2.43K	0.00%	−35−50.0%	Reduced
Kelly Financial Services LLC	36	$2.51K	0.00%	−31−46.3%	Reduced
Copeland Capital Management, LLC	41	$3.00K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	42	$3.00K	0.00%	+1+2.4%	Added
Retirement Group, LLC	60	$4.00K	0.00%	+60	New
Silicon Valley Capital Partners	60	$4.13K	0.00%	+1+1.7%	Added
Parallax Volatility Advisers, L.P.	60	$4.17K	0.00%	00.0%	Unchanged
Compass Wealth Management LLC	64	$4.44K	0.00%	00.0%	Unchanged
Duncker Streett & Co Inc	65	$4.51K	0.00%	00.0%	Unchanged
Western Pacific Wealth Management, LP	70	$4.86K	0.00%	00.0%	Unchanged
Avion Wealth	87	$5.00K	0.00%	+13+17.6%	Added
Coastal Capital Group, Inc.	76	$5.28K	0.00%	−160−67.8%	Reduced
Mark Sheptoff Financial Planning, LLC	100	$5.56K	0.00%	00.0%	Unchanged
Kistler-Tiffany Companies, LLC	84	$5.83K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	85	$5.90K	0.00%	−130−60.5%	Reduced
PrairieView Partners, LLC	91	$6.00K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	87	$6.01K	0.00%	+35+67.3%	Added
Private Ocean, LLC	88	$6.11K	0.00%	+88	New
Truvestments Capital LLC	98	$6.80K	0.00%	+98	New
Peoples Financial Services Corp.	100	$6.94K	0.00%	00.0%	Unchanged
Delta Asset Management LLC	100	$6.94K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	100	$6.94K	0.00%	00.0%	Unchanged
TD Capital Management LLC	100	$6.94K	0.00%	+100	New
PSI Advisors, LLC	100	$6.95K	0.00%	+1+1.0%	Added
FIL Ltd	111	$7.71K	0.00%	+90+428.6%	Added
Versant Capital Management, Inc	115	$7.98K	0.00%	+94+447.6%	Added
Bell Investment Advisors, Inc	117	$8.12K	0.00%	+7+6.4%	Added
Global Wealth Strategies & Associates	126	$8.75K	0.00%	−5−3.8%	Reduced
Oliver Lagore Vanvalin Investment Group	131	$9.10K	0.00%	+3+2.3%	Added
Healthcare of Ontario Pension Plan Trust Fund	140	$9.72K	0.00%	00.0%	Unchanged
RFP Financial Group LLC	141	$9.75K	0.01%	−29−17.1%	Reduced
First Community Trust NA	150	$10.4K	0.01%	00.0%	Unchanged
Stuart Chaussee & Associates, Inc.	165	$11.5K	0.00%	00.0%	Unchanged
Beacon Capital Management, LLC	174	$12.1K	0.00%	00.0%	Unchanged
West Oak Capital, LLC	175	$12.1K	0.01%	00.0%	Unchanged
Atticus Wealth Management, LLC	189	$13.1K	0.01%	−2,027−91.5%	Reduced
Abound Wealth Management	191	$13.3K	0.01%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	192	$13.3K	0.01%	00.0%	Unchanged
Prestige Wealth Management Group LLC	192	$13.3K	0.00%	+28+17.1%	Added
Cambridge Trust Co	200	$13.9K	0.00%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	200	$13.9K	0.01%	00.0%	Unchanged
Missouri Trust & Investment Co	200	$13.9K	0.01%	00.0%	Unchanged
Old Second National Bank of Aurora	200	$13.9K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	200	$13.9K	0.00%	00.0%	Unchanged
Antonetti Capital Management LLC	200	$13.9K	0.02%	00.0%	Unchanged
Archer Investment Corp	200	$13.9K	0.01%	00.0%	Unchanged
Maryland Capital Advisors Inc.	200	$13.9K	0.01%	00.0%	Unchanged
Front Row Advisors LLC	196	$14.0K	0.01%	+6+3.2%	Added
Bellevue Asset Management, LLC	100	$14.0K	0.01%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	207	$14.4K	0.00%	+6+3.0%	Added
Operose Advisors LLC	210	$14.6K	0.01%	00.0%	Unchanged
CNB Bank	219	$15.2K	0.01%	00.0%	Unchanged
Arcadia Investment Management Corp	222	$15.4K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	223	$15.5K	0.00%	+3+1.4%	Added
Tortoise Investment Management, LLC	228	$15.8K	0.00%	00.0%	Unchanged
Farmers & Merchants Trust Co of Chambersburg PA	251	$17.0K	0.01%	00.0%	Unchanged
Schubert & Co	247	$17.1K	0.02%	+11+4.7%	Added
Core Alternative Capital	250	$17.4K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	252	$17.5K	0.01%	−4−1.6%	Reduced
Webster Bank, N. A.	254	$17.6K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	264	$19.3K	0.01%	00.0%	Unchanged
Clear Investment Research, LLC	280	$19.4K	0.03%	00.0%	Unchanged
Larson Financial Group LLC	282	$19.6K	0.00%	+256+984.6%	Added
Caldwell Trust Co	285	$19.8K	0.00%	00.0%	Unchanged
Gables Capital Management Inc.	285	$19.8K	0.01%	+35+14.0%	Added
Column Capital Advisors, LLC	286	$19.9K	0.00%	00.0%	Unchanged
Tanglewood Legacy Advisors, LLC	286	$19.9K	0.01%	00.0%	Unchanged
Accel Wealth Management	290	$20.1K	0.01%	00.0%	Unchanged
Glen Eagle Advisors, LLC	295	$20.5K	0.01%	−12−3.9%	Reduced
TCTC Holdings, LLC	300	$20.8K	0.00%	00.0%	Unchanged
MCF Advisors LLC	300	$20.8K	0.00%	00.0%	Unchanged
Castleview Partners, LLC	315	$21.7K	0.02%	+315	New
Roble, Belko & Company, Inc	314	$22.0K	0.00%	−520−62.4%	Reduced
McClarren Financial Advisors, Inc.	317	$22.0K	0.02%	+4+1.3%	Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP	318	$22.1K	0.00%	00.0%	Unchanged
Northwest Investment Counselors, LLC	322	$22.4K	0.01%	00.0%	Unchanged
Resources Management Corp	290	$23.0K	0.00%	−210−42.0%	Reduced
Steward Financial Group LLC	348	$24.0K	0.01%	00.0%	Unchanged
Harbor Investment Advisory, LLC	346	$24.0K	0.00%	00.0%	Unchanged
Catalyst Capital Advisors LLC	347	$24.1K	0.00%	−130−27.3%	Reduced