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 |
|---|---|---|---|---|---|
| FourThought Financial Partners, LLC | 50,246 | $3.49M | 0.48% | +584+1.2% | Added |
| JustInvest LLC | 50,601 | $3.51M | 0.12% | −292−0.6% | Reduced |
| Seven Eight Capital, LP | 50,680 | $3.52M | 0.73% | +50,680 | New |
| LGT Fund Management Co Ltd. | 51,360 | $3.56M | 1.52% | −27,400−34.8% | Reduced |
| United Capital Financial Advisers, LLC | 51,609 | $3.58M | 0.02% | +17,089+49.5% | Added |
| Yousif Capital Management, LLC | 52,005 | $3.61M | 0.05% | +210+0.4% | Added |
| Pathstone Family Office, LLC | 53,064 | $3.68M | 0.06% | −7,809−12.8% | Reduced |
| Madison Asset Management, LLC | 53,967 | $3.75M | 0.06% | −422−0.8% | Reduced |
| Guardian Capital LP | 55,110 | $3.83M | 0.12% | −2,532−4.4% | Reduced |
| Patten Group, Inc. | 55,258 | $3.84M | 1.15% | −30.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 55,393 | $3.85M | 0.09% | +23,900+75.9% | Added |
| Advisors Asset Management, Inc. | 55,969 | $3.88M | 0.08% | +3,066+5.8% | Added |
| Thomas White International Ltd | 56,373 | $3.91M | 0.83% | +713+1.3% | Added |
| Cowen Prime Advisors LLC | 53,520 | $3.92M | 1.57% | +1,500+2.9% | Added |
| Credit Suisse AG | 56,633 | $3.93M | 0.00% | −34,362−37.8% | Reduced |
| Pacer Advisors, Inc. | 58,310 | $4.05M | 0.02% | +17,753+43.8% | Added |
| Bleakley Financial Group, LLC | 59,476 | $4.13M | 0.14% | +17,974+43.3% | Added |
| First American Bank | 59,934 | $4.16M | 0.38% | −7,784−11.5% | Reduced |
| Affinity Asset Advisors, LLC | 60,000 | $4.16M | 1.60% | 00.0% | Unchanged |
| Cetera Investment Advisers | 60,202 | $4.18M | 0.04% | +4,819+8.7% | Added |
| William Blair Investment Management, LLC | 60,700 | $4.21M | 0.01% | −294−0.5% | Reduced |
| DekaBank Deutsche Girozentrale | 60,000 | $4.22M | 0.01% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 61,607 | $4.28M | 1.92% | −1,022−1.6% | Reduced |
| Squarepoint Ops LLC | 62,114 | $4.31M | 0.03% | −43,818−41.4% | Reduced |
| WSFS Capital Management, LLC | 62,793 | $4.36M | 0.45% | −3,100−4.7% | Reduced |
| South State Corp. | 63,195 | $4.39M | 0.40% | −878−1.4% | Reduced |
| Ingalls & Snyder LLC | 63,210 | $4.39M | 0.23% | −494−0.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 63,443 | $4.40M | 0.00% | +370+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 63,469 | $4.41M | 0.01% | +6,388+11.2% | Added |
| HighTower Trust Services, LTA | 68,890 | $4.42M | 0.43% | +56,300+447.2% | Added |
| Sawtooth Solutions, LLC | 64,427 | $4.47M | 0.12% | +30,285+88.7% | Added |
| International Biotechnology Trust PLC | 65,000 | $4.51M | 1.26% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 65,195 | $4.53M | 0.22% | −1,485−2.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 65,205 | $4.53M | 0.20% | −575−0.9% | Reduced |
| Keybank National Association | 66,068 | $4.59M | 0.02% | −615−0.9% | Reduced |
| PFS Investments Inc. | 63,562 | $4.60M | 0.08% | +32,755+106.3% | Added |
| Mount Yale Investment Advisors, LLC | 66,979 | $4.65M | 0.52% | +777+1.2% | Added |
| Raymond James Trust N.A. | 67,500 | $4.69M | 0.15% | −1,391−2.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 68,459 | $4.75M | 0.03% | −3,350−4.7% | Reduced |
| Cubist Systematic Strategies, LLC | 68,483 | $4.75M | 0.04% | +56,821+487.2% | Added |
| Heirloom Wealth Management | 69,158 | $4.80M | 2.29% | +20,829+43.1% | Added |
| Wetherby Asset Management Inc | 69,368 | $4.81M | 0.28% | +796+1.2% | Added |
| Azzad Asset Management Inc | 69,376 | $4.82M | 0.69% | +729+1.1% | Added |
| Kestra Advisory Services, LLC | 70,622 | $4.90M | 0.05% | −45,325−39.1% | Reduced |
| Bellevue Group AG | 71,600 | $4.97M | 0.07% | +3,100+4.5% | Added |
| Private Advisor Group, LLC | 71,862 | $4.99M | 0.05% | +1,660+2.4% | Added |
| Skba Capital Management LLC | 73,935 | $5.13M | 0.96% | −1,035−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 74,027 | $5.14M | 0.08% | −391−0.5% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 74,160 | $5.15M | 0.76% | +4,750+6.8% | Added |
| Ethic Inc. | 74,362 | $5.16M | 0.21% | −4,834−6.1% | Reduced |
| LSV Asset Management | 75,200 | $5.22M | 0.01% | −18,000−19.3% | Reduced |
| Guardian Capital Advisors LP | 72,094 | $5.32M | 0.61% | −2,290−3.1% | Reduced |
| Wexford Capital LP | 77,013 | $5.35M | 1.11% | +73,408+2,036.3% | Added |
| New York State Common Retirement Fund | 77,613 | $5.39M | 0.01% | +3,998+5.4% | Added |
| Bessemer Group Inc | 77,810 | $5.40M | 0.01% | +7,550+10.7% | Added |
| Beck Bode, LLC | 79,104 | $5.49M | 1.35% | −3,440−4.2% | Reduced |
| Rafferty Asset Management, LLC | 79,411 | $5.51M | 0.04% | +13,922+21.3% | Added |
| Atria Investments LLC | 79,477 | $5.52M | 0.10% | +4,532+6.0% | Added |
| Timber Creek Capital Management LLC | 81,085 | $5.63M | 2.01% | −95−0.1% | Reduced |
| Meitav Dash Investments Ltd | 77,065 | $5.68M | 0.10% | −7,811−9.2% | Reduced |
| Clear Street Markets LLC | 83,062 | $5.76M | 1.60% | +81,962+7,451.1% | Added |
| WealthPlan Investment Management, LLC | 84,090 | $5.84M | 1.00% | −1,897−2.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 87,566 | $6.08M | 0.10% | −14,336−14.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 89,557 | $6.22M | 0.73% | +57,619+180.4% | Added |
| RNC Capital Management LLC | 94,176 | $6.54M | 0.37% | −4,449−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 96,074 | $6.67M | 0.03% | +973+1.0% | Added |
| Altrius Capital Management Inc | 97,163 | $6.74M | 2.06% | +1,804+1.9% | Added |
| Endurant Capital Management LP | 97,257 | $6.75M | 3.47% | −44,163−31.2% | Reduced |
| Bridgewater Associates, LP | 97,612 | $6.78M | 0.04% | +7,994+8.9% | Added |
| Gabelli Funds LLC | 99,297 | $6.89M | 0.05% | −3,800−3.7% | Reduced |
| Prospera Financial Services Inc | 99,986 | $6.94M | 0.29% | −3,134−3.0% | Reduced |
| Nwi Management LP | 100,000 | $6.94M | 1.10% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 102,095 | $7.09M | 0.25% | −179,725−63.8% | Reduced |
| Motco | 102,190 | $7.09M | 0.48% | −1,451−1.4% | Reduced |
| Artia Global Partners LP | 102,307 | $7.10M | 2.86% | +24,548+31.6% | Added |
| James Investment Research Inc | 105,957 | $7.35M | 0.97% | +2,462+2.4% | Added |
| Lazard Asset Management LLC | 109,138 | $7.57M | 0.01% | +105,276+2,725.9% | Added |
| WS Portfolio Advisory, LLC | 110,516 | $7.67M | 1.95% | −62,783−36.2% | Reduced |
| Scotia Capital Inc. | 111,892 | $7.77M | 0.06% | −4,010−3.5% | Reduced |
| Oak Ridge Investments LLC | 113,600 | $7.88M | 1.07% | −646−0.6% | Reduced |
| Mercer Global Advisors Inc | 116,358 | $8.08M | 0.04% | +238+0.2% | Added |
| Captrust Financial Advisors | 117,340 | $8.14M | 0.04% | +7,703+7.0% | Added |
| Brinker Capital Investments, LLC | 118,406 | $8.22M | 0.11% | +5,533+4.9% | Added |
| Orion Portfolio Solutions, LLC | 118,406 | $8.22M | 0.11% | +106,499+894.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 120,273 | $8.35M | 0.02% | +4,878+4.2% | Added |
| Nicholas Company, Inc. | 120,935 | $8.39M | 0.17% | +65+0.1% | Added |
| Zevin Asset Management LLC | 122,593 | $8.51M | 1.74% | +17,906+17.1% | Added |
| Cerity Partners LLC | 60,523 | $8.60M | 0.04% | +13,723+29.3% | Added |
| Assetmark, Inc | 124,556 | $8.65M | 0.04% | +9,049+7.8% | Added |
| Alliancebernstein L.P. | 129,323 | $8.98M | 0.00% | −62,314−32.5% | Reduced |
| Employees Retirement System of Texas | 132,126 | $9.17M | 0.13% | −8,516−6.1% | Reduced |
| Creative Planning | 135,304 | $9.39M | 0.01% | +4,321+3.3% | Added |
| Oak Family Advisors, LLC | 139,211 | $9.66M | 4.76% | −10,573−7.1% | Reduced |
| Bailard, Inc. | 139,670 | $9.69M | 0.35% | +102+0.1% | Added |
| US Bancorp | 141,464 | $9.82M | 0.02% | +28,706+25.5% | Added |
| DRW Securities, LLC | 141,958 | $9.85M | 1.44% | +35,862+33.8% | Added |
| Bokf, NA | 142,989 | $9.92M | 0.21% | −11,091−7.2% | Reduced |
| Mariner, LLC | 146,911 | $10.2M | 0.03% | +33,926+30.0% | Added |
| Rockefeller Capital Management L.P. | 148,430 | $10.3M | 0.04% | −4,190−2.7% | Reduced |
| Park National Corp | 148,919 | $10.3M | 0.46% | −1,886−1.3% | Reduced |