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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Synergies Wealth Advisors, Inc. | 347 | $24.1K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 350 | $24.3K | 0.01% | +350 | New |
| Jones Financial Companies LLLP | 353 | $24.5K | 0.00% | −399−53.1% | Reduced |
| Chesapeake Asset Management LLC | 358 | $24.9K | 0.02% | +358 | New |
| Albion Financial Group | 360 | $25.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 360 | $25.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 367 | $25.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 372 | $25.9K | 0.00% | +24+6.9% | Added |
| Ogorek Anthony Joseph | 384 | $26.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 373 | $26.0K | 0.00% | +5+1.4% | Added |
| Anchor Investment Management, LLC | 386 | $26.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 382 | $27.0K | 0.00% | +2+0.5% | Added |
| Valley National Advisers Inc | 350 | $27.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 394 | $27.3K | 0.00% | −346−46.8% | Reduced |
| Horan Securities, Inc. | 394 | $27.3K | 0.01% | −35−8.2% | Reduced |
| DB Wealth Management Group, LLC | 397 | $27.6K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 399 | $27.7K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 400 | $27.8K | 0.00% | −20,086−98.0% | Reduced |
| Robbins Farley LLC | 400 | $27.8K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 415 | $28.8K | 0.00% | +415 | New |
| Adirondack Trust Co | 420 | $29.1K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 437 | $30.3K | 0.01% | +437 | New |
| Center for Financial Planning, Inc. | 450 | $31.2K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 451 | $31.3K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 456 | $31.7K | 0.00% | +56+14.0% | Added |
| TSFG, LLC | 456 | $32.0K | 0.01% | +4+0.9% | Added |
| Addison Advisors LLC | 463 | $32.1K | 0.02% | −38−7.6% | Reduced |
| Estabrook Capital Management | 475 | $33.0K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 480 | $33.3K | 0.02% | +7+1.5% | Added |
| West Paces Advisors Inc. | 480 | $33.3K | 0.01% | +480 | New |
| Sunbelt Securities, Inc. | 483 | $33.4K | 0.01% | +483 | New |
| HHM Wealth Advisors, LLC | 488 | $33.9K | 0.01% | −6−1.2% | Reduced |
| Atlantic Trust, LLC | 498 | $34.5K | 0.01% | +7+1.4% | Added |
| Hollencrest Capital Management | 500 | $34.7K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 500 | $34.7K | 0.03% | +500 | New |
| Arlington Partners LLC | 505 | $35.1K | 0.00% | +83+19.7% | Added |
| Independence Bank of Kentucky | 515 | $35.7K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 512 | $36.0K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 526 | $36.5K | 0.01% | +3+0.6% | Added |
| Cutler Group LP | 542 | $37.0K | 0.01% | −6,558−92.4% | Reduced |
| Cedar Wealth Management, LLC | 534 | $37.1K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 564 | $39.1K | 0.06% | +564 | New |
| ICA Group Wealth Management, LLC | 572 | $39.7K | 0.01% | +189+49.3% | Added |
| Sageworth Trust Co | 587 | $40.7K | 0.00% | +587 | New |
| Westside Investment Management, Inc. | 597 | $41.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 600 | $41.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 600 | $41.6K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 600 | $41.6K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 600 | $42.0K | 0.00% | −38,000−98.4% | Reduced |
| Endurance Wealth Management, Inc. | 618 | $43.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 623 | $43.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 625 | $43.0K | 0.02% | +625 | New |
| Bartlett & Co. Wealth Management LLC | 623 | $43.2K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 628 | $43.6K | 0.00% | +53+9.2% | Added |
| Natixis | 635 | $44.1K | 0.00% | −4,014−86.3% | Reduced |
| M&R Capital Management Inc | 687 | $47.7K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 701 | $48.6K | 0.01% | −257−26.8% | Reduced |
| KB Financial Partners, LLC | 710 | $49.0K | 0.01% | −337−32.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 712 | $49.4K | 0.02% | +388+119.8% | Added |
| Quent Capital, LLC | 717 | $49.8K | 0.01% | +2+0.3% | Added |
| Hazlett, Burt & Watson, Inc. | 714 | $50.0K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 750 | $51.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 750 | $52.1K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 750 | $52.1K | 0.01% | +375+100.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 768 | $53.3K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 780 | $54.1K | 0.03% | +10+1.3% | Added |
| Godsey & Gibb Associates | 785 | $54.5K | 0.01% | −200−20.3% | Reduced |
| Halpern Financial, Inc. | 788 | $54.7K | 0.02% | −250−24.1% | Reduced |
| JJJ Advisors Inc. | 768 | $56.7K | 0.02% | +106+16.0% | Added |
| Byrne Asset Management LLC | 651 | $58.0K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 849 | $58.9K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 852 | $59.1K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 852 | $59.1K | 0.04% | +852 | New |
| Stephens Consulting, LLC | 881 | $61.1K | 0.04% | +2+0.2% | Added |
| Tucker Asset Management LLC | 899 | $62.4K | 0.02% | +854+1,897.8% | Added |
| Brown, Lisle/Cummings, Inc. | 908 | $63.0K | 0.03% | +159+21.2% | Added |
| Bollard Group LLC | 941 | $65.0K | 0.00% | +13+1.4% | Added |
| Centennial Bank | 960 | $66.6K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 995 | $69.0K | 0.01% | +25+2.6% | Added |
| Milestone Investment Advisors LLC | 1,000 | $69.4K | 0.02% | +1,000 | New |
| BDO Wealth Advisors, LLC | 1,015 | $70.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,039 | $72.1K | 0.01% | +1,000+2,564.1% | Added |
| Clearstead Advisors, LLC | 1,097 | $76.1K | 0.01% | +454+70.6% | Added |
| New England Capital Financial Advisors LLC | 1,120 | $77.8K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,135 | $79.0K | 0.02% | +668+143.0% | Added |
| Paradigm Asset Management Co LLC | 1,200 | $83.3K | 0.02% | −7,906−86.8% | Reduced |
| Bogart Wealth, LLC | 1,208 | $83.8K | 0.01% | +175+16.9% | Added |
| Optimum Investment Advisors | 1,212 | $84.1K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,219 | $84.6K | 0.02% | −171−12.3% | Reduced |
| Strengthening Families & Communities, LLC | 1,042 | $85.0K | 0.07% | +291+38.7% | Added |
| Pinnacle Bancorp, Inc. | 1,229 | $85.3K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,259 | $87.4K | 0.02% | +1+0.1% | Added |
| WealthPLAN Partners, LLC | 1,260 | $87.5K | 0.01% | −84,727−98.5% | Reduced |
| Baker Avenue Asset Management, LP | 1,260 | $87.5K | 0.00% | +7+0.6% | Added |
| Lee Financial Co | 1,265 | $87.8K | 0.02% | +17+1.4% | Added |
| Dougherty Wealth Advisers LLC | 1,290 | $89.5K | 0.14% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,291 | $89.6K | 0.02% | +65+5.3% | Added |
| Financial Perspectives, Inc | 1,296 | $90.0K | 0.04% | +50+4.0% | Added |
| Armstrong Advisory Group, Inc | 1,319 | $91.6K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,322 | $91.8K | 0.06% | −702−34.7% | Reduced |