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 | 1,388 | $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, 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 |
|---|---|---|---|---|---|
| Waterloo Capital, L.P. | 3,593 | $249.4K | 0.08% | +3,593 | New |
| Canal Capital Management, LLC | 3,599 | $249.8K | 0.06% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,604 | $250.2K | 0.02% | +516+16.7% | Added |
| Y.D. More Investments Ltd | 3,609 | $250.5K | 0.06% | −3,200−47.0% | Reduced |
| Engineers Gate Manager LP | 3,611 | $250.6K | 0.01% | −6,411−64.0% | Reduced |
| Penserra Capital Management LLC | 3,630 | $251.0K | 0.01% | −39,295−91.5% | Reduced |
| NinePointTwo Capital | 3,627 | $251.0K | 0.09% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 3,630 | $252.0K | 0.00% | +3,630 | New |
| Boston Partners | 3,635 | $252.3K | 0.00% | +3,635 | New |
| Kendall Capital Management | 3,641 | $253.0K | 0.12% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 3,633 | $255.2K | 0.03% | +260+7.7% | Added |
| KBC Group NV | 3,692 | $256.0K | 0.00% | −240−6.1% | Reduced |
| Gilman Hill Asset Management, LLC | 3,703 | $257.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,711 | $257.6K | 0.02% | +1,369+58.5% | Added |
| Kolinsky Wealth Management, LLC | 3,714 | $258.0K | 0.27% | −1,244−25.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,724 | $258.5K | 0.04% | −595−13.8% | Reduced |
| Avalon Trust Co | 3,725 | $258.6K | 0.03% | +3,725 | New |
| Wolverine Asset Management LLC | 3,743 | $259.8K | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,803 | $264.0K | 0.04% | +456+13.6% | Added |
| Wrapmanager Inc | 3,805 | $264.1K | 0.08% | −522−12.1% | Reduced |
| WMS Partners, LLC | 3,824 | $265.4K | 0.02% | +290+8.2% | Added |
| Optas, LLC | 3,825 | $265.5K | 0.09% | −220−5.4% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,860 | $267.9K | 0.04% | +792+25.8% | Added |
| Tower Bridge Advisors | 3,863 | $268.1K | 0.02% | +663+20.7% | Added |
| Ascent Group, LLC | 3,877 | $269.1K | 0.03% | −234−5.7% | Reduced |
| Visionary Wealth Advisors | 3,887 | $269.8K | 0.02% | +16+0.4% | Added |
| Philadelphia Trust Co | 3,898 | $271.0K | 0.03% | 00.0% | Unchanged |
| Carr Financial Group Corp | 3,911 | $271.5K | 0.12% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,952 | $274.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,978 | $276.1K | 0.04% | −1,055−21.0% | Reduced |
| Sandler Capital Management | 4,000 | $277.6K | 0.05% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 4,058 | $281.7K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 4,060 | $281.8K | 0.02% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 4,063 | $282.0K | 0.11% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,089 | $283.8K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,096 | $284.3K | 0.02% | +479+13.2% | Added |
| Simon Quick Advisors, LLC | 4,096 | $284.3K | 0.03% | +692+20.3% | Added |
| SPC Financial, Inc. | 4,100 | $284.6K | 0.03% | −400−8.9% | Reduced |
| Segall Bryant & Hamill, LLC | 4,112 | $285.0K | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 4,115 | $285.6K | 0.30% | −21−0.5% | Reduced |
| Baron Wealth Management LLC | 4,158 | $288.6K | 0.20% | +4,158 | New |
| Independent Advisor Alliance | 4,178 | $290.0K | 0.01% | +4,178 | New |
| Northwest Quadrant Wealth Management, LLC | 4,180 | $290.1K | 0.08% | +51+1.2% | Added |
| Smithfield Trust Co | 4,209 | $291.0K | 0.02% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 4,206 | $291.9K | 0.04% | −500−10.6% | Reduced |
| Advisor OS, LLC | 4,206 | $291.9K | 0.07% | −18−0.4% | Reduced |
| Equitable Holdings, Inc. | 4,211 | $292.3K | 0.00% | +302+7.7% | Added |
| Altus Wealth Management, LLC | 4,243 | $294.5K | 0.24% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 4,248 | $295.0K | 0.33% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,281 | $297.1K | 0.09% | +91+2.2% | Added |
| SFMG, LLC | 4,312 | $299.3K | 0.03% | +180+4.4% | Added |
| Diversified Trust Co | 4,312 | $299.3K | 0.01% | −333−7.2% | Reduced |
| Zions Bancorporation, N.A. | 4,319 | $299.8K | 0.03% | −1,657−27.7% | Reduced |
| Westover Capital Advisors, LLC | 4,328 | $300.4K | 0.11% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 4,328 | $300.4K | 0.22% | +23+0.5% | Added |
| Montecito Bank & Trust | 4,328 | $300.4K | 0.07% | +100+2.4% | Added |
| Barry Investment Advisors, LLC | 4,337 | $301.0K | 0.10% | +28+0.6% | Added |
| Aperture Investors, LLC | 4,340 | $301.2K | 0.04% | +4,340 | New |
| Diversified, LLC | 4,352 | $302.1K | 0.11% | −53−1.2% | Reduced |
| 3Chopt Investment Partners, LLC | 4,375 | $303.7K | 0.16% | 00.0% | Unchanged |
| Glenview Trust Co | 4,378 | $303.9K | 0.01% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 4,391 | $304.8K | 0.18% | +1,138+35.0% | Added |
| ING Groep NV | 4,400 | $305.4K | 0.00% | −50,801−92.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,366 | $306.7K | 0.13% | −574−11.6% | Reduced |
| Gallacher Capital Management LLC | 4,489 | $311.6K | 0.19% | +372+9.0% | Added |
| Kathmere Capital Management, LLC | 4,495 | $312.0K | 0.05% | +72+1.6% | Added |
| Independent Financial Group, LLC | 4,497 | $312.1K | 0.02% | +362+8.8% | Added |
| Strategic Advisors LLC | 4,500 | $312.3K | 0.06% | 00.0% | Unchanged |
| DMG Group, LLC | 4,473 | $312.7K | 0.32% | +29+0.7% | Added |
| Covenant Asset Management, LLC | 4,507 | $312.8K | 0.10% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,517 | $313.5K | 0.01% | +2,814+165.2% | Added |
| Northwest Bancshares, Inc. | 4,519 | $313.7K | 0.06% | −196−4.2% | Reduced |
| Avestar Capital, LLC | 4,527 | $314.2K | 0.06% | +4,527 | New |
| Veracity Capital LLC | 4,611 | $320.1K | 0.15% | +814+21.4% | Added |
| Allworth Financial LP | 4,656 | $323.2K | 0.00% | +149+3.3% | Added |
| Single Point Partners, LLC | 4,677 | $325.0K | 0.07% | +522+12.6% | Added |
| Johnson Investment Counsel Inc | 4,752 | $329.8K | 0.00% | −292−5.8% | Reduced |
| Jmac Enterprises LLC | 4,757 | $330.2K | 0.08% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,759 | $330.3K | 0.10% | +3+0.1% | Added |
| Hartford Funds Management Co LLC | 4,790 | $332.5K | 0.03% | +956+24.9% | Added |
| Legal Advantage Investments, Inc. | 4,800 | $333.2K | 0.24% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,822 | $335.0K | 0.01% | −302−5.9% | Reduced |
| Balentine LLC | 4,864 | $337.6K | 0.01% | +27+0.6% | Added |
| Community Bank & Trust, Waco, Texas | 4,883 | $339.0K | 0.11% | −10−0.2% | Reduced |
| Advisors Management Group Inc | 4,914 | $341.0K | 0.11% | −260−5.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,917 | $341.3K | 0.13% | −12−0.2% | Reduced |
| Crumly & Associates Inc. | 4,954 | $343.9K | 0.15% | −8−0.2% | Reduced |
| Hendley & Co Inc | 5,000 | $347.0K | 0.16% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 5,000 | $347.1K | 0.01% | −784−13.6% | Reduced |
| Roberts Glore & Co Inc | 5,009 | $347.7K | 0.12% | +75+1.5% | Added |
| American National Bank | 5,047 | $350.3K | 0.06% | +1,834+57.1% | Added |
| FRG Family Wealth Advisors LLC | 5,050 | $350.5K | 0.08% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 5,053 | $350.7K | 0.07% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 5,055 | $350.9K | 0.02% | +5,055 | New |
| Baldwin Investment Management, LLC | 5,056 | $350.9K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 5,100 | $354.0K | 0.03% | −4,539−47.1% | Reduced |
| Summit Trail Advisors, LLC | 5,101 | $354.0K | 0.01% | +5,101 | New |
| Fiera Capital Corp | 5,112 | $354.8K | 0.00% | +1,053+25.9% | Added |
| Hamilton Wealth, LLC | 5,136 | $356.5K | 0.13% | +5,136 | New |
| Good Life Advisors, LLC | 5,148 | $357.3K | 0.05% | −794−13.4% | Reduced |