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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 12,206 | $847.2K | 0.07% | +6,898+130.0% | Added |
| First City Capital Management, Inc. | 11,608 | $849.9K | 0.50% | −10.0% | Reduced |
| Vident Investment Advisory, LLC | 12,363 | $858.1K | 0.03% | +3,055+32.8% | Added |
| Intrust Bank NA | 12,382 | $859.4K | 0.11% | +1,003+8.8% | Added |
| Grandfield & Dodd, LLC | 12,475 | $865.9K | 0.06% | −189−1.5% | Reduced |
| Veritable, L.P. | 12,517 | $868.8K | 0.01% | +1,348+12.1% | Added |
| Sittner & Nelson, LLC | 12,581 | $873.3K | 0.50% | +707+6.0% | Added |
| FinTrust Capital Advisors, LLC | 12,673 | $873.4K | 0.21% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 12,600 | $874.6K | 0.20% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 12,610 | $875.0K | 0.14% | −70−0.6% | Reduced |
| 9258 Wealth Management, LLC | 12,689 | $880.8K | 0.18% | −352−2.7% | Reduced |
| Vise Technologies, Inc. | 12,699 | $881.4K | 0.23% | +1,409+12.5% | Added |
| Ameritas Investment Partners, Inc. | 12,913 | $896.3K | 0.04% | −72−0.6% | Reduced |
| Riverview Capital Advisers, LLC | 12,920 | $896.8K | 0.39% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 13,008 | $902.9K | 0.08% | −76−0.6% | Reduced |
| Davenport & Co LLC | 13,178 | $914.7K | 0.01% | −18,729−58.7% | Reduced |
| Fifth Third Bancorp | 13,190 | $915.5K | 0.00% | +2,048+18.4% | Added |
| IHT Wealth Management, LLC | 13,373 | $928.2K | 0.05% | +42+0.3% | Added |
| Parallel Advisors, LLC | 13,404 | $930.4K | 0.03% | +178+1.3% | Added |
| Beverly Hills Private Wealth, LLC | 13,411 | $930.9K | 0.29% | +1,823+15.7% | Added |
| Hohimer Wealth Management, LLC | 13,413 | $931.0K | 0.27% | +10,428+349.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 13,600 | $933.0K | 0.39% | +13,600 | New |
| Allen Investment Management LLC | 13,452 | $933.7K | 0.02% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 13,508 | $937.6K | 0.22% | +48+0.4% | Added |
| Cedar Brook Financial Partners, LLC | 13,602 | $944.1K | 0.24% | +353+2.7% | Added |
| Campbell & CO Investment Adviser LLC | 13,716 | $952.0K | 0.18% | +13,716 | New |
| Howland Capital Management LLC | 13,719 | $952.2K | 0.06% | −847−5.8% | Reduced |
| Bank of Hawaii | 13,741 | $953.8K | 0.06% | +2,693+24.4% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 13,800 | $955.0K | 0.94% | −8,800−38.9% | Reduced |
| Channel Wealth LLC | 13,813 | $958.8K | 0.62% | +13,813 | New |
| Dakota Wealth Management | 13,966 | $969.4K | 0.06% | +277+2.0% | Added |
| Horizon Kinetics Asset Management LLC | 14,058 | $975.8K | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 14,095 | $978.3K | 0.11% | −195−1.4% | Reduced |
| Phillips Wealth Planners LLC | 13,322 | $979.2K | 1.29% | +13,322 | New |
| Texas Yale Capital Corp. | 14,125 | $980.4K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 14,165 | $983.2K | 0.01% | +2,834+25.0% | Added |
| Advisory Services Network, LLC | 14,251 | $989.1K | 0.03% | −212−1.5% | Reduced |
| 44 Wealth Management LLC | 14,257 | $989.6K | 0.33% | −4,435−23.7% | Reduced |
| Beacon Pointe Advisors, LLC | 14,455 | $1.00M | 0.02% | +1,971+15.8% | Added |
| First Hawaiian Bank | 14,716 | $1.02M | 0.03% | +320+2.2% | Added |
| Ellevest, Inc. | 14,752 | $1.02M | 0.08% | +400+2.8% | Added |
| Alera Investment Advisors, LLC | 14,801 | $1.03M | 0.24% | +8,054+119.4% | Added |
| Advocate Group LLC | 14,933 | $1.04M | 0.23% | −1,111−6.9% | Reduced |
| Cloverfields Capital Group, LP | 14,951 | $1.04M | 0.31% | +6,907+85.9% | Added |
| Westport Asset Management Inc | 15,000 | $1.04M | 0.63% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 15,000 | $1.04M | 0.43% | 00.0% | Unchanged |
| Tiaa, FSB | 15,007 | $1.04M | 0.00% | +257+1.7% | Added |
| BSW Wealth Partners | 15,097 | $1.05M | 0.21% | −1,235−7.6% | Reduced |
| Oarsman Capital, Inc. | 15,125 | $1.05M | 0.49% | +1,345+9.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 15,234 | $1.06M | 0.60% | −218−1.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 15,480 | $1.07M | 0.04% | −603−3.7% | Reduced |
| Old National Bancorp | 15,482 | $1.07M | 0.03% | −978−5.9% | Reduced |
| WESPAC Advisors, LLC | 15,871 | $1.10M | 1.04% | +15,871 | New |
| Investors Asset Management of Georgia Inc | 15,890 | $1.10M | 0.59% | −2,000−11.2% | Reduced |
| Valeo Financial Advisors, LLC | 15,916 | $1.10M | 0.05% | +2,305+16.9% | Added |
| Nomura Holdings Inc | 16,001 | $1.11M | 0.01% | −16,750−51.1% | Reduced |
| Marietta Investment Partners LLC | 16,034 | $1.11M | 0.31% | −286−1.8% | Reduced |
| Calamos Wealth Management LLC | 16,064 | $1.12M | 0.09% | +1,335+9.1% | Added |
| Thoroughbred Financial Services, LLC | 16,249 | $1.13M | 0.17% | +3,131+23.9% | Added |
| Integrated Wealth Concepts LLC | 16,279 | $1.13M | 0.02% | −31,992−66.3% | Reduced |
| De Burlo Group Inc | 16,292 | $1.13M | 0.22% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 16,421 | $1.14M | 0.25% | −292−1.7% | Reduced |
| HSBC Holdings PLC | 16,630 | $1.15M | 0.00% | −191,492−92.0% | Reduced |
| Geneva Partners, LLC | 16,729 | $1.16M | 0.99% | −180−1.1% | Reduced |
| SeaCrest Wealth Management, LLC | 16,733 | $1.16M | 0.16% | −273−1.6% | Reduced |
| AE Wealth Management LLC | 16,766 | $1.16M | 0.01% | −473−2.7% | Reduced |
| Personal Cfo Solutions, LLC | 16,830 | $1.17M | 0.24% | +1,425+9.3% | Added |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.18M | 0.44% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 17,079 | $1.19M | 0.08% | −3,186−15.7% | Reduced |
| Evergreen Capital Management LLC | 17,079 | $1.19M | 0.05% | +463+2.8% | Added |
| TD Private Client Wealth LLC | 17,357 | $1.20M | 0.05% | −8,663−33.3% | Reduced |
| Mitchell Capital Management Co | 17,361 | $1.21M | 0.30% | +67+0.4% | Added |
| Connable Office Inc | 17,371 | $1.21M | 0.18% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 17,482 | $1.21M | 0.60% | +39+0.2% | Added |
| Fragasso Group Inc. | 17,655 | $1.23M | 0.14% | +489+2.8% | Added |
| Apollon Wealth Management, LLC | 17,781 | $1.23M | 0.08% | −3,064−14.7% | Reduced |
| Global Retirement Partners, LLC | 16,596 | $1.24M | 0.07% | +3,195+23.8% | Added |
| Carnegie Capital Asset Management, LLC | 17,861 | $1.24M | 0.05% | +452+2.6% | Added |
| Monumental Financial Group Inc. | 17,871 | $1.24M | 0.89% | +1,297+7.8% | Added |
| Benjamin Edwards Inc | 17,909 | $1.24M | 0.30% | −3,405−16.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 18,036 | $1.25M | 0.11% | −524−2.8% | Reduced |
| Dillon & Associates Inc | 18,193 | $1.25M | 0.25% | +1,846+11.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,283 | $1.27M | 0.64% | −185−1.0% | Reduced |
| Verdence Capital Advisors LLC | 18,523 | $1.29M | 0.16% | −194−1.0% | Reduced |
| Level Four Advisory Services, LLC | 18,602 | $1.29M | 0.08% | +2,419+14.9% | Added |
| Quantinno Capital Management LP | 18,715 | $1.30M | 0.09% | +3,068+19.6% | Added |
| Clarius Group, LLC | 18,817 | $1.31M | 0.11% | +326+1.8% | Added |
| Whittier Trust Co | 18,924 | $1.31M | 0.02% | −458−2.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.33M | 0.20% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 19,137 | $1.33M | 0.22% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,161 | $1.33M | 0.04% | +4,518+30.9% | Added |
| AXA S.A. | 19,665 | $1.36M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 19,672 | $1.37M | 0.00% | +7,217+57.9% | Added |
| Commerce Bank | 19,740 | $1.37M | 0.01% | +2,340+13.4% | Added |
| Sectoral Asset Management Inc | 20,010 | $1.39M | 0.27% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 20,230 | $1.40M | 0.01% | 00.0% | Unchanged |
| Columbus Macro, LLC | 20,472 | $1.44M | 0.54% | −21−0.1% | Reduced |
| Cozad Asset Management Inc | 21,151 | $1.47M | 0.19% | +4,230+25.0% | Added |
| Harvest Volatility Management LLC | 21,316 | $1.48M | 0.30% | −3,979−15.7% | Reduced |
| Stephens Inc | 21,270 | $1.48M | 0.03% | +625+3.0% | Added |