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 |
|---|---|---|---|---|---|
| Ahrens Investment Partners LLC | 1,325 | $92.0K | 0.05% | +1,325 | New |
| Sugarloaf Wealth Management, LLC | 1,365 | $94.8K | 0.02% | +1+0.1% | Added |
| MB, Levis & Associates, LLC | 1,420 | $98.6K | 0.07% | +20+1.4% | Added |
| Contravisory Investment Management, Inc. | 1,429 | $99.2K | 0.03% | +143+11.1% | Added |
| SRS Capital Advisors, Inc. | 1,437 | $99.7K | 0.01% | +125+9.5% | Added |
| McIlrath & Eck, LLC | 1,457 | $101.1K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,460 | $101.3K | 0.05% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,477 | $102.5K | 0.02% | −119−7.5% | Reduced |
| Luken Investment Analytics, LLC | 1,500 | $104.1K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 1,517 | $105.3K | 0.03% | −67−4.2% | Reduced |
| Banque Cantonale Vaudoise | 1,548 | $107.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,576 | $109.4K | 0.08% | +21+1.4% | Added |
| Rosenberg Matthew Hamilton | 1,596 | $110.8K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,624 | $112.7K | 0.03% | +142+9.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,642 | $114.0K | 0.04% | +6+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,684 | $116.9K | 0.06% | −108−6.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,700 | $118.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,757 | $122.0K | 0.03% | +106+6.4% | Added |
| First Financial Corp | 1,794 | $124.5K | 0.08% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,815 | $126.0K | 0.02% | +2+0.1% | Added |
| Ancora Advisors, LLC | 1,829 | $126.9K | 0.00% | +103+6.0% | Added |
| Farther Finance Advisors, LLC | 1,830 | $127.0K | 0.04% | +302+19.8% | Added |
| Fairfield Financial Advisors, LTD | 1,844 | $127.6K | 0.06% | +26+1.4% | Added |
| Park Place Capital Corp | 1,848 | $128.3K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,940 | $134.7K | 0.00% | +318+19.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,017 | $140.0K | 0.00% | −152−7.0% | Reduced |
| Centaurus Financial, Inc. | 2,056 | $143.0K | 0.01% | −6−0.3% | Reduced |
| HM Payson & Co | 2,079 | $144.3K | 0.00% | −23−1.1% | Reduced |
| Thompson Investment Management, Inc. | 2,120 | $147.1K | 0.02% | +2,120 | New |
| ETF Managers Group, LLC | 2,120 | $147.1K | 0.00% | +2,120 | New |
| JNBA Financial Advisors | 2,131 | $147.9K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,161 | $150.0K | 0.01% | +2+0.1% | Added |
| Hills Bank & Trust Co | 2,222 | $154.2K | 0.02% | −737−24.9% | Reduced |
| Concord Wealth Partners | 2,312 | $160.5K | 0.05% | +18+0.8% | Added |
| Private Trust Co NA | 2,317 | $160.8K | 0.02% | +133+6.1% | Added |
| Great West Life Assurance Co | 2,349 | $163.0K | 0.00% | +957+68.8% | Added |
| Close Asset Management Ltd | 2,400 | $167.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,470 | $171.4K | 0.03% | −129−5.0% | Reduced |
| Old North State Trust, LLC | 2,495 | $173.0K | 0.12% | +32+1.3% | Added |
| Fortis Capital Advisors, LLC | 2,540 | $176.3K | 0.09% | −560−18.1% | Reduced |
| Sandy Spring Bank | 2,565 | $178.0K | 0.01% | +603+30.7% | Added |
| New Millennium Group LLC | 2,592 | $179.9K | 0.18% | −11−0.4% | Reduced |
| IFP Advisors, Inc | 5,209 | $191.7K | 0.01% | −8,695−62.5% | Reduced |
| Salem Investment Counselors Inc | 2,867 | $199.0K | 0.01% | −1,751−37.9% | Reduced |
| Mather Group, LLC. | 2,888 | $200.4K | 0.00% | +2,888 | New |
| Massachusetts Wealth Management | 2,900 | $201.3K | 0.21% | +2,900 | New |
| Marco Investment Management LLC | 2,904 | $201.6K | 0.02% | +2,904 | New |
| Resources Investment Advisors, LLC. | 2,922 | $202.8K | 0.00% | +2,922 | New |
| Fidelis Capital Partners, LLC | 2,696 | $202.9K | 0.09% | +2,696 | New |
| Talisman Wealth Advisors LLC | 2,922 | $203.0K | 0.37% | +2,922 | New |
| Allred Capital Management, LLC | 2,938 | $203.9K | 0.11% | −448−13.2% | Reduced |
| Kovack Advisors, Inc. | 2,953 | $205.0K | 0.03% | −43−1.4% | Reduced |
| Horizon Family Wealth, Inc. | 2,958 | $205.3K | 0.22% | −57−1.9% | Reduced |
| Wealth Management Associates, Inc. | 2,964 | $205.7K | 0.13% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,979 | $206.8K | 0.03% | −920−23.6% | Reduced |
| 1st Source Bank | 2,986 | $207.3K | 0.01% | +2,986 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,998 | $207.4K | 0.05% | −35−1.2% | Reduced |
| Credit Agricole S A | 3,000 | $208.2K | 0.01% | −1,000−25.0% | Reduced |
| Long Run Wealth Advisors, LLC | 3,025 | $210.0K | 0.07% | +8+0.3% | Added |
| WR Wealth Planners, LLC | 3,045 | $211.4K | 0.09% | +2,905+2,075.0% | Added |
| Callan Capital, LLC | 3,047 | $211.5K | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,053 | $211.9K | 0.02% | −16−0.5% | Reduced |
| Fulton Bank, N.A. | 3,054 | $212.0K | 0.01% | +3,054 | New |
| Millennium Management LLC | 3,056 | $212.0K | 0.00% | −628,006−99.5% | Reduced |
| BKD Wealth Advisors, LLC | 3,082 | $213.9K | 0.01% | +32+1.0% | Added |
| First National Bank of Hutchinson | 3,095 | $214.8K | 0.17% | +31+1.0% | Added |
| New Jersey Better Educational Savings Trust | 3,100 | $215.2K | 0.58% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 3,169 | $220.0K | 0.12% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 3,169 | $220.0K | 0.24% | 00.0% | Unchanged |
| Day & Ennis, LLC | 3,191 | $221.5K | 0.08% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 3,200 | $222.1K | 0.22% | +3,200 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,209 | $222.7K | 0.01% | −44−1.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 3,220 | $223.5K | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,221 | $223.6K | 0.02% | −1,224−27.5% | Reduced |
| Beaumont Financial Advisors, LLC | 3,222 | $223.6K | 0.02% | +82+2.6% | Added |
| Souders Financial Advisors | 3,224 | $223.8K | 0.05% | −728−18.4% | Reduced |
| Toronto Dominion Bank | 3,224 | $224.0K | 0.00% | +537+20.0% | Added |
| Jeppson Wealth Management, LLC | 3,232 | $224.3K | 0.10% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,249 | $225.5K | 0.06% | +3,249 | New |
| NorthRock Partners, LLC | 3,294 | $228.6K | 0.02% | +3,294 | New |
| PFG Private Wealth Management, LLC | 3,305 | $229.4K | 0.15% | +68+2.1% | Added |
| Spears Abacus Advisors LLC | 3,310 | $229.7K | 0.02% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 3,319 | $230.4K | 0.02% | −50−1.5% | Reduced |
| Sage Mountain Advisors LLC | 3,343 | $232.0K | 0.04% | +3,343 | New |
| Cobblestone Capital Advisors LLC | 3,375 | $234.3K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 3,376 | $234.3K | 0.06% | −300−8.2% | Reduced |
| Bellwether Advisors, LLC | 3,380 | $234.6K | 0.06% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,402 | $235.8K | 0.01% | −515−13.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,399 | $235.9K | 0.09% | +114+3.5% | Added |
| CWA Asset Management Group, LLC | 3,406 | $236.4K | 0.02% | 00.0% | Unchanged |
| Financial Architects, Inc | 3,421 | $237.5K | 0.04% | +249+7.8% | Added |
| Western Wealth Management, LLC | 3,428 | $237.9K | 0.02% | +238+7.5% | Added |
| Northcape Wealth Management, LLC | 3,450 | $239.5K | 0.09% | +3,450 | New |
| First Manhattan Co | 3,469 | $240.8K | 0.00% | −1,905−35.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,485 | $241.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,507 | $243.4K | 0.02% | +1,954+125.8% | Added |
| Eudaimonia Partners, LLC | 3,517 | $244.1K | 0.06% | +231+7.0% | Added |
| Savant Capital, LLC | 3,517 | $244.1K | 0.00% | +3,517 | New |
| Ropes Wealth Advisors LLC | 3,558 | $247.0K | 0.04% | −379−9.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,569 | $247.7K | 0.00% | +3,569 | New |