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 |
|---|---|---|---|---|---|
| American Trust | 5,160 | $358.2K | 0.03% | −535−9.4% | Reduced |
| 180 Wealth Advisors, LLC | 5,180 | $359.5K | 0.08% | +292+6.0% | Added |
| McKinley Carter Wealth Services, Inc. | 5,185 | $359.9K | 0.03% | −725−12.3% | Reduced |
| Ronald Blue Trust, Inc. | 5,364 | $363.0K | 0.01% | +143+2.7% | Added |
| Henshaw Capital LLC | 5,238 | $363.6K | 0.02% | +736+16.3% | Added |
| Vista Investment Management | 5,240 | $363.7K | 0.19% | +1,342+34.4% | Added |
| Kingsview Wealth Management, LLC | 5,256 | $364.8K | 0.02% | −77−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,257 | $365.0K | 0.01% | −522−9.0% | Reduced |
| Pointe Capital Management LLC | 5,264 | $365.4K | 0.27% | −25−0.5% | Reduced |
| Andesa Financial Management Inc. | 9,024 | $368.5K | 0.19% | +607+7.2% | Added |
| Focus Financial Network, Inc. | 5,310 | $368.5K | 0.02% | +718+15.6% | Added |
| Wedmont Private Capital | 5,171 | $372.7K | 0.05% | +211+4.3% | Added |
| E Fund Management Co., Ltd. | 5,370 | $373.0K | 0.03% | −434−7.5% | Reduced |
| Boston Trust Walden Corp | 5,400 | $374.8K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 5,400 | $374.8K | 0.43% | +185+3.5% | Added |
| Institute for Wealth Management, LLC. | 5,419 | $376.2K | 0.07% | −26−0.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,428 | $376.8K | 0.03% | +20.0% | Added |
| Cumberland Partners Ltd | 5,445 | $377.9K | 0.04% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 5,456 | $379.0K | 0.01% | −48−0.9% | Reduced |
| Trust Co of Vermont | 5,469 | $379.6K | 0.03% | +165+3.1% | Added |
| Connacht Asset Management LP | 5,478 | $380.2K | 1.09% | −9,165−62.6% | Reduced |
| Banco de Sabadell, S.A | 5,446 | $381.0K | 0.32% | −227−4.0% | Reduced |
| Monetary Management Group Inc | 5,500 | $381.8K | 0.11% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 5,528 | $383.7K | 0.03% | +60+1.1% | Added |
| Rehmann Capital Advisory Group | 5,530 | $383.8K | 0.04% | +239+4.5% | Added |
| Clark Capital Management Group, Inc. | 5,555 | $385.6K | 0.00% | −330,991−98.3% | Reduced |
| Haverford Trust Co | 5,572 | $386.8K | 0.00% | +1,680+43.2% | Added |
| Joel Isaacson & Co., LLC | 5,607 | $389.2K | 0.03% | −318−5.4% | Reduced |
| Cresset Asset Management, LLC | 5,665 | $393.2K | 0.01% | +46+0.8% | Added |
| Spinnaker Investment Group, LLC | 5,800 | $402.6K | 0.14% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,806 | $403.0K | 0.07% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,819 | $403.9K | 0.00% | −546−8.6% | Reduced |
| Parnassus Investments | 5,831 | $404.7K | 0.00% | +1,926+49.3% | Added |
| Telemus Capital, LLC | 5,854 | $406.3K | 0.04% | −168−2.8% | Reduced |
| Argent Trust Co | 5,875 | $407.8K | 0.03% | +62+1.1% | Added |
| Abn Amro Investment Solutions | 5,883 | $408.3K | 0.01% | +5,883 | New |
| Prospector Partners LLC | 5,885 | $408.5K | 0.06% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,889 | $408.8K | 0.04% | +1,490+33.9% | Added |
| Channing Global Advisors, LLC | 5,895 | $409.2K | 0.45% | −3,302−35.9% | Reduced |
| Clean Yield Group | 5,900 | $409.5K | 0.17% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 5,913 | $410.4K | 0.02% | −1,158−16.4% | Reduced |
| Avalon Investment & Advisory | 5,914 | $410.5K | 0.01% | −479−7.5% | Reduced |
| Capital Investment Advisory Services, LLC | 5,932 | $411.8K | 0.05% | −390−6.2% | Reduced |
| Northeast Financial Consultants Inc | 5,945 | $412.7K | 0.03% | −3,228−35.2% | Reduced |
| XML Financial, LLC | 5,948 | $412.9K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,953 | $413.0K | 0.01% | −420−6.6% | Reduced |
| Investors Research Corp | 5,973 | $414.6K | 0.11% | −700−10.5% | Reduced |
| NTV Asset Management LLC | 6,000 | $416.5K | 0.08% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 6,002 | $416.6K | 0.13% | +125+2.1% | Added |
| Noesis Capital Mangement Corp | 6,009 | $417.0K | 0.11% | −117−1.9% | Reduced |
| V Wealth Advisors LLC | 6,040 | $419.2K | 0.08% | −47−0.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,045 | $419.6K | 0.09% | +6,045 | New |
| Garner Asset Management Corp | 6,048 | $420.0K | 0.20% | −338−5.3% | Reduced |
| Mission Wealth Management, LP | 6,130 | $425.5K | 0.02% | +304+5.2% | Added |
| Buckingham Strategic Wealth, LLC | 6,302 | $427.3K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,225 | $432.8K | 0.01% | +6,225 | New |
| Pitcairn Co | 6,238 | $433.0K | 0.04% | +1,556+33.2% | Added |
| Fiduciary Trust Co | 6,245 | $433.5K | 0.01% | −2,053−24.7% | Reduced |
| D. E. Shaw & Co., Inc. | 6,261 | $434.6K | 0.00% | −659,653−99.1% | Reduced |
| McLean Asset Management Corp | 6,265 | $434.9K | 0.18% | 00.0% | Unchanged |
| Keel Point, LLC | 6,290 | $436.6K | 0.06% | −407−6.1% | Reduced |
| Holistic Financial Partners | 6,354 | $441.0K | 0.35% | +1,145+22.0% | Added |
| Financial Advisory Service, Inc. | 6,417 | $445.4K | 0.05% | −48−0.7% | Reduced |
| Integrated Advisors Network LLC | 6,460 | $448.4K | 0.03% | −14,395−69.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,483 | $450.0K | 0.01% | −30−0.5% | Reduced |
| Perigon Wealth Management, LLC | 6,495 | $450.8K | 0.03% | +311+5.0% | Added |
| Jacobi Capital Management LLC | 6,502 | $451.3K | 0.05% | −277−4.1% | Reduced |
| Brown Advisory Inc | 6,533 | $453.5K | 0.00% | +1,204+22.6% | Added |
| Brown Brothers Harriman & Co | 6,573 | $456.2K | 0.00% | +756+13.0% | Added |
| Patriot Investment Management Inc. | 6,580 | $456.7K | 0.04% | −700−9.6% | Reduced |
| Harbour Investments, Inc. | 6,606 | $458.5K | 0.03% | +364+5.8% | Added |
| EverSource Wealth Advisors, LLC | 6,637 | $460.7K | 0.06% | −799−10.7% | Reduced |
| Northstar Group, Inc. | 6,645 | $461.2K | 0.12% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 6,650 | $462.0K | 0.27% | −200−2.9% | Reduced |
| Comerica Securities,inc. | 6,725 | $466.8K | 0.03% | +1,049+18.5% | Added |
| Wintrust Investments LLC | 6,728 | $467.0K | 0.06% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 6,789 | $471.2K | 0.01% | −4,502−39.9% | Reduced |
| Five Oceans Advisors | 6,884 | $477.8K | 0.31% | 00.0% | Unchanged |
| Eagle Strategies LLC | 6,941 | $481.8K | 0.12% | +817+13.3% | Added |
| STF Management LP | 6,966 | $483.5K | 0.33% | +2,895+71.1% | Added |
| Beacon Investment Advisory Services, Inc. | 7,000 | $485.9K | 0.02% | 00.0% | Unchanged |
| Fruth Investment Management | 7,046 | $489.0K | 0.14% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 7,173 | $497.9K | 0.04% | 00.0% | Unchanged |
| Summit Financial, LLC | 7,195 | $499.4K | 0.04% | +4,036+127.8% | Added |
| Lindbrook Capital, LLC | 7,210 | $500.4K | 0.06% | +602+9.1% | Added |
| CIBC World Markets Corp | 7,234 | $502.1K | 0.01% | −30−0.4% | Reduced |
| GDS Wealth Management | 7,242 | $502.7K | 0.09% | −125−1.7% | Reduced |
| Stevard, LLC | 7,248 | $503.1K | 0.47% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 7,253 | $503.4K | 0.29% | +7,253 | New |
| Inscription Capital, LLC | 7,327 | $508.6K | 0.13% | −545−6.9% | Reduced |
| Wealthcare Advisory Partners LLC | 7,372 | $511.7K | 0.02% | −375−4.8% | Reduced |
| Fca Corp | 7,500 | $520.6K | 0.20% | −500−6.3% | Reduced |
| Gradient Investments LLC | 7,532 | $522.8K | 0.01% | +24+0.3% | Added |
| LVM Capital Management Ltd | 7,550 | $524.0K | 0.07% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 7,569 | $525.0K | 0.01% | −1,042−12.1% | Reduced |
| Legacy Financial Advisors, Inc. | 7,567 | $525.3K | 0.11% | +949+14.3% | Added |
| Stock Yards Bank & Trust Co | 7,579 | $526.0K | 0.02% | +736+10.8% | Added |
| Marcum Wealth, LLC | 7,593 | $527.1K | 0.07% | +21+0.3% | Added |
| Financial & Tax Architects, LLC | 7,632 | $529.7K | 0.17% | +669+9.6% | Added |
| Flagship Harbor Advisors, LLC | 7,711 | $535.2K | 0.05% | −280−3.5% | Reduced |