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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 7,807 | $541.9K | 0.01% | −93−1.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,823 | $543.0K | 0.04% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 7,560 | $544.7K | 0.11% | −522−6.5% | Reduced |
| CWM, LLC | 7,851 | $545.0K | 0.00% | −453−5.5% | Reduced |
| Nwam LLC | 7,854 | $545.2K | 0.06% | −200−2.5% | Reduced |
| BMS Financial Advisors, LLC | 7,872 | $546.4K | 0.38% | +7,872 | New |
| Coldstream Capital Management Inc | 7,960 | $552.5K | 0.02% | +67+0.8% | Added |
| Ar Asset Management Inc | 8,000 | $555.0K | 0.15% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 8,010 | $556.0K | 0.01% | +4,905+158.0% | Added |
| Prime Capital Investment Advisors, LLC | 8,060 | $559.4K | 0.02% | +2,885+55.7% | Added |
| Spire Wealth Management | 8,098 | $562.1K | 0.02% | −123−1.5% | Reduced |
| Howard Financial Services, Ltd. | 8,177 | $567.6K | 0.14% | +115+1.4% | Added |
| KCM Investment Advisors LLC | 8,187 | $568.3K | 0.02% | −600−6.8% | Reduced |
| Mutual Advisors, LLC | 8,213 | $570.1K | 0.02% | −1,067−11.5% | Reduced |
| Cowa, LLC | 43,135 | $575.2K | 0.47% | +34,435+395.8% | Added |
| Hancock Whitney Corp | 8,351 | $579.0K | 0.02% | −561−6.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 8,351 | $579.6K | 0.20% | +2,144+34.5% | Added |
| Great Diamond Partners, LLC | 8,398 | $582.9K | 0.17% | +67+0.8% | Added |
| Central Trust Co | 8,402 | $583.2K | 0.02% | +234+2.9% | Added |
| Accurate Wealth Management, LLC | 8,104 | $584.1K | 0.20% | +7,684+1,829.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 8,444 | $586.1K | 0.03% | −1,394−14.2% | Reduced |
| Garrison Asset Management, LLC | 8,461 | $587.3K | 0.36% | −161−1.9% | Reduced |
| Bray Capital Advisors | 8,500 | $590.0K | 0.17% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,511 | $590.7K | 0.03% | −9,375−52.4% | Reduced |
| Wick Capital Partners, LLC | 8,603 | $597.0K | 0.34% | −180−2.0% | Reduced |
| Blueprint Investment Partners LLC | 8,613 | $597.8K | 0.14% | +742+9.4% | Added |
| Stelac Advisory Services LLC | 8,678 | $602.3K | 0.26% | +8,678 | New |
| Nilsine Partners, LLC | 8,696 | $603.6K | 0.09% | +8,696 | New |
| Principal Street Partners, LLC | 8,714 | $604.9K | 0.15% | −317−3.5% | Reduced |
| True North Advisors, LLC | 8,734 | $606.2K | 0.18% | −4,366−33.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,783 | $609.6K | 0.26% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 8,784 | $609.7K | 0.01% | +8,784 | New |
| Independent Solutions Wealth Management, LLC | 8,784 | $609.7K | 0.18% | +81+0.9% | Added |
| Oakworth Capital, Inc. | 8,808 | $611.4K | 0.05% | 00.0% | Unchanged |
| DFPG Investments, LLC | 8,850 | $614.3K | 0.07% | +840+10.5% | Added |
| Integrated Investment Consultants, LLC | 8,856 | $614.7K | 0.19% | −1,217−12.1% | Reduced |
| TownSquare Capital, LLC | 8,868 | $615.6K | 0.01% | +379+4.5% | Added |
| Full Sail Capital, LLC | 8,912 | $618.6K | 0.06% | +57+0.6% | Added |
| Huntington National Bank | 8,939 | $620.5K | 0.01% | −286−3.1% | Reduced |
| Sowell Financial Services LLC | 8,940 | $621.0K | 0.05% | −2,031−18.5% | Reduced |
| RMB Capital Management, LLC | 8,967 | $622.4K | 0.02% | −2,355−20.8% | Reduced |
| Henry James International Management, Inc. | 8,976 | $623.0K | 0.26% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 9,132 | $633.9K | 0.50% | −69−0.7% | Reduced |
| Financial Advocates Investment Management | 9,329 | $647.5K | 0.05% | −72−0.8% | Reduced |
| Geller Advisors LLC | 9,335 | $647.9K | 0.10% | +4,462+91.6% | Added |
| Atlas Capital Advisors LLC | 9,336 | $648.0K | 0.10% | 00.0% | Unchanged |
| Key Financial Inc | 9,557 | $663.4K | 0.24% | +15+0.2% | Added |
| Stratos Wealth Partners, LTD. | 9,596 | $666.1K | 0.02% | −3,838−28.6% | Reduced |
| Stonegate Investment Group, LLC | 9,612 | $667.2K | 0.03% | +14+0.1% | Added |
| Columbia Asset Management | 9,708 | $674.0K | 0.15% | 00.0% | Unchanged |
| Courier Capital LLC | 9,717 | $674.5K | 0.07% | −300−3.0% | Reduced |
| Coastline Trust Co | 9,745 | $676.4K | 0.10% | 00.0% | Unchanged |
| Aries Wealth Management | 9,846 | $683.4K | 0.28% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 9,911 | $687.9K | 0.83% | −132−1.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,923 | $688.7K | 0.03% | −1,254−11.2% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 9,985 | $693.1K | 0.78% | +275+2.8% | Added |
| Empower Advisory Group, LLC | 9,944 | $695.2K | 0.00% | +9,944 | New |
| Stonnington Group, LLC | 9,323 | $697.1K | 0.18% | +500+5.7% | Added |
| PDS Planning, Inc | 10,078 | $699.5K | 0.10% | +2,692+36.4% | Added |
| Affinity Wealth Management LLC | 10,097 | $700.8K | 0.16% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 10,152 | $705.0K | 0.04% | −375−3.6% | Reduced |
| CAPROCK Group, Inc. | 10,220 | $709.4K | 0.05% | +1,711+20.1% | Added |
| Oppenheimer & Co Inc | 10,421 | $723.3K | 0.02% | −765−6.8% | Reduced |
| Twin Tree Management, LP | 10,506 | $729.2K | 0.02% | +10,506 | New |
| Berkshire Asset Management LLC | 10,565 | $733.3K | 0.05% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $737.2K | 0.29% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 10,649 | $739.0K | 0.06% | −1,573−12.9% | Reduced |
| Meridian Wealth Management, LLC | 10,728 | $744.6K | 0.06% | −5,276−33.0% | Reduced |
| Eqis Capital Management, Inc. | 10,757 | $746.6K | 0.08% | −931−8.0% | Reduced |
| Sage Rhino Capital LLC | 10,773 | $747.8K | 0.22% | +150+1.4% | Added |
| Moors & Cabot, Inc. | 10,804 | $749.9K | 0.05% | +43+0.4% | Added |
| Guardian Wealth Management, Inc. | 10,828 | $751.5K | 0.72% | −58−0.5% | Reduced |
| MBM Wealth Consultants, LLC | 9,656 | $752.0K | 0.32% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,894 | $756.1K | 0.03% | +67+0.6% | Added |
| Forum Financial Management, LP | 11,009 | $764.1K | 0.02% | +210+1.9% | Added |
| Cullinan Associates Inc | 11,172 | $775.4K | 0.05% | −36−0.3% | Reduced |
| Guerra Pan Advisors, LLC | 11,201 | $777.5K | 0.98% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,839 | $778.6K | 0.04% | +125+1.2% | Added |
| Proequities, Inc. | 11,229 | $779.4K | 0.06% | +9,997+811.4% | Added |
| Grove Bank & Trust | 11,257 | $781.3K | 0.17% | +62+0.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,260 | $781.6K | 0.00% | −70,498−86.2% | Reduced |
| VELA Investment Management, LLC | 11,296 | $784.1K | 0.36% | +3,326+41.7% | Added |
| Venture Visionary Partners LLC | 11,320 | $785.7K | 0.05% | +56+0.5% | Added |
| Proficio Capital Partners LLC | 11,354 | $788.1K | 0.13% | +11,354 | New |
| Mitchell & Pahl Private Wealth, LLC | 11,358 | $788.4K | 0.49% | +191+1.7% | Added |
| Schiavi & Co LLC | 11,471 | $796.2K | 0.34% | +11,471 | New |
| Geneos Wealth Management Inc. | 11,478 | $796.7K | 0.05% | −1,424−11.0% | Reduced |
| Wealth Alliance | 11,484 | $797.0K | 0.13% | −661−5.4% | Reduced |
| Wedbush Securities Inc | 11,539 | $801.0K | 0.04% | −1,899−14.1% | Reduced |
| Belpointe Asset Management LLC | 11,547 | $801.5K | 0.04% | +683+6.3% | Added |
| M Holdings Securities, Inc. | 11,605 | $806.0K | 0.08% | +444+4.0% | Added |
| Panagora Asset Management Inc | 11,630 | $807.2K | 0.01% | +11,630 | New |
| Two Sigma Securities, LLC | 11,715 | $813.1K | 0.07% | −421−3.5% | Reduced |
| SYSTM Wealth Solutions LLC | 11,990 | $832.2K | 0.13% | −34−0.3% | Reduced |
| Empire Financial Management Company, LLC | 12,000 | $832.9K | 0.34% | +12,000 | New |
| Umb Bank N A | 12,006 | $833.3K | 0.01% | +234+2.0% | Added |
| Ballentine Partners, LLC | 12,026 | $834.7K | 0.02% | −40−0.3% | Reduced |
| Voya Financial Advisors, Inc. | 12,132 | $839.5K | 0.10% | +428+3.7% | Added |
| Flaharty Asset Management, LLC | 12,099 | $839.8K | 0.15% | −25−0.2% | Reduced |
| RB Capital Management, LLC | 12,162 | $844.2K | 0.28% | +115+1.0% | Added |