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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 33,977 | $2.35M | 0.01% | −24,444−41.8% | Reduced |
| Ritholtz Wealth Management | 33,108 | $2.30M | 0.11% | −2,014−5.7% | Reduced |
| GWM Advisors LLC | 32,594 | $2.26M | 0.03% | −943−2.8% | Reduced |
| Boothbay Fund Management, LLC | 32,509 | $2.26M | 0.06% | +32,509 | New |
| American International Group, Inc. | 32,459 | $2.25M | 0.01% | −373−1.1% | Reduced |
| Peapack Gladstone Financial Corp | 31,914 | $2.21M | 0.04% | −63−0.2% | Reduced |
| Moran Wealth Management, LLC | 31,786 | $2.21M | 0.08% | −566−1.7% | Reduced |
| TCG Advisory Services, LLC | 31,436 | $2.18M | 0.46% | +4,384+16.2% | Added |
| Avantax Advisory Services, Inc. | 31,006 | $2.15M | 0.03% | −2,792−8.3% | Reduced |
| Credential Qtrade Securities Inc. | 30,498 | $2.12M | 0.14% | +374+1.2% | Added |
| Ziegler Capital Management, LLC | 29,701 | $2.10M | 0.08% | −227−0.8% | Reduced |
| Louisiana State Employees Retirement System | 30,000 | $2.08M | 0.05% | −400−1.3% | Reduced |
| Icon Advisers Inc | 30,000 | $2.08M | 0.53% | +30,000 | New |
| Lincoln National Corp | 29,655 | $2.06M | 0.04% | +2,845+10.6% | Added |
| NewEdge Wealth, LLC | 29,015 | $2.01M | 0.08% | −906−3.0% | Reduced |
| Qtron Investments LLC | 28,954 | $2.01M | 0.41% | +1,744+6.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,733 | $1.99M | 0.00% | −780−2.6% | Reduced |
| Prudential Financial Inc | 30,205 | $1.99M | 0.00% | +14,340+90.4% | Added |
| Jag Capital Management, LLC | 27,979 | $1.94M | 0.25% | +13,995+100.1% | Added |
| Colony Group LLC | 27,910 | $1.94M | 0.03% | −3,233−10.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 13,800 | $1.91M | 0.10% | +13,800 | New |
| Sendero Wealth Management, LLC | 27,362 | $1.90M | 0.58% | +2,219+8.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 27,359 | $1.90M | 0.10% | −2,489−8.3% | Reduced |
| FDx Advisors, Inc. | 27,725 | $1.88M | 0.08% | 00.0% | Unchanged |
| Capital International Sarl | 27,055 | $1.88M | 0.09% | −57,948−68.2% | Reduced |
| Caption Management, LLC | 27,000 | $1.87M | 0.40% | −39,200−59.2% | Reduced |
| Old Port Advisors | 25,931 | $1.87M | 0.67% | +887+3.5% | Added |
| Jackson Wealth Management, LLC | 26,558 | $1.84M | 1.39% | −1,738−6.1% | Reduced |
| Venturi Wealth Management, LLC | 26,401 | $1.83M | 0.15% | +2,820+12.0% | Added |
| Two Sigma Advisers, LP | 26,400 | $1.83M | 0.00% | −312,900−92.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 26,295 | $1.83M | 0.08% | +1,432+5.8% | Added |
| Two Sigma Investments, LP | 26,179 | $1.82M | 0.01% | −1,627,485−98.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 25,745 | $1.79M | 0.03% | −1,645−6.0% | Reduced |
| Cetera Advisors LLC | 25,145 | $1.75M | 0.03% | +44+0.2% | Added |
| Atria Wealth Solutions, Inc. | 24,680 | $1.71M | 0.03% | +656+2.7% | Added |
| Eagle Global Advisors LLC | 24,595 | $1.71M | 0.12% | +24,595 | New |
| Ieq Capital, LLC | 24,577 | $1.71M | 0.04% | −662−2.6% | Reduced |
| Susquehanna International Securities, Ltd. | 24,559 | $1.70M | 1.05% | +24,559 | New |
| HB Wealth Management, LLC | 24,345 | $1.69M | 0.03% | −83−0.3% | Reduced |
| Regions Financial Corp | 24,005 | $1.67M | 0.01% | +779+3.4% | Added |
| Nicholas Hoffman & Company, LLC. | 23,969 | $1.66M | 0.15% | +14+0.1% | Added |
| Boston Private Wealth LLC | 23,935 | $1.66M | 0.02% | −1,011−4.1% | Reduced |
| HAP Trading, LLC | 23,520 | $1.63M | 0.40% | −140,405−85.7% | Reduced |
| D.A. Davidson & Co. | 23,476 | $1.63M | 0.02% | −1,646−6.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 23,054 | $1.60M | 0.22% | +1,191+5.4% | Added |
| Pinnacle Associates Ltd | 22,975 | $1.59M | 0.03% | +166+0.7% | Added |
| Checchi Capital Advisers, LLC | 22,877 | $1.59M | 0.15% | +616+2.8% | Added |
| Sequoia Financial Advisors, LLC | 22,656 | $1.57M | 0.03% | +943+4.3% | Added |
| MAI Capital Management | 22,655 | $1.57M | 0.03% | −1,185−5.0% | Reduced |
| Quadrant Capital Group LLC | 22,644 | $1.57M | 0.16% | −134−0.6% | Reduced |
| Covenant Partners, LLC | 22,551 | $1.57M | 0.60% | −47−0.2% | Reduced |
| Edmp, Inc. | 22,613 | $1.56M | 1.56% | −1,153−4.9% | Reduced |
| State Board of Administration of Florida Retirement System | 21,962 | $1.52M | 0.00% | 00.0% | Unchanged |
| LVW Advisors, LLC | 21,736 | $1.51M | 0.30% | −504−2.3% | Reduced |
| Sigma Planning Corp | 21,678 | $1.50M | 0.05% | +8,342+62.6% | Added |
| Burney Co | 21,582 | $1.50M | 0.07% | −1,320−5.8% | Reduced |
| Itau Unibanco Holding S.A. | 21,461 | $1.49M | 0.07% | +4,394+25.7% | Added |
| Stephens Inc | 21,270 | $1.48M | 0.03% | +625+3.0% | Added |
| Harvest Volatility Management LLC | 21,316 | $1.48M | 0.30% | −3,979−15.7% | Reduced |
| Cozad Asset Management Inc | 21,151 | $1.47M | 0.19% | +4,230+25.0% | Added |
| Columbus Macro, LLC | 20,472 | $1.44M | 0.54% | −21−0.1% | Reduced |
| Handelsbanken Fonder AB | 20,230 | $1.40M | 0.01% | 00.0% | Unchanged |
| Sectoral Asset Management Inc | 20,010 | $1.39M | 0.27% | 00.0% | Unchanged |
| Commerce Bank | 19,740 | $1.37M | 0.01% | +2,340+13.4% | Added |
| Charles Schwab Investment Management Inc | 19,672 | $1.37M | 0.00% | +7,217+57.9% | Added |
| AXA S.A. | 19,665 | $1.36M | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,161 | $1.33M | 0.04% | +4,518+30.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 19,137 | $1.33M | 0.22% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.33M | 0.20% | 00.0% | Unchanged |
| Whittier Trust Co | 18,924 | $1.31M | 0.02% | −458−2.4% | Reduced |
| Clarius Group, LLC | 18,817 | $1.31M | 0.11% | +326+1.8% | Added |
| Quantinno Capital Management LP | 18,715 | $1.30M | 0.09% | +3,068+19.6% | Added |
| Level Four Advisory Services, LLC | 18,602 | $1.29M | 0.08% | +2,419+14.9% | Added |
| Verdence Capital Advisors LLC | 18,523 | $1.29M | 0.16% | −194−1.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,283 | $1.27M | 0.64% | −185−1.0% | Reduced |
| Dillon & Associates Inc | 18,193 | $1.25M | 0.25% | +1,846+11.3% | Added |
| Dorsey & Whitney Trust CO LLC | 18,036 | $1.25M | 0.11% | −524−2.8% | Reduced |
| Benjamin Edwards Inc | 17,909 | $1.24M | 0.30% | −3,405−16.0% | Reduced |
| Monumental Financial Group Inc. | 17,871 | $1.24M | 0.89% | +1,297+7.8% | Added |
| Carnegie Capital Asset Management, LLC | 17,861 | $1.24M | 0.05% | +452+2.6% | Added |
| Global Retirement Partners, LLC | 16,596 | $1.24M | 0.07% | +3,195+23.8% | Added |
| Apollon Wealth Management, LLC | 17,781 | $1.23M | 0.08% | −3,064−14.7% | Reduced |
| Fragasso Group Inc. | 17,655 | $1.23M | 0.14% | +489+2.8% | Added |
| Malaga Cove Capital, LLC | 17,482 | $1.21M | 0.60% | +39+0.2% | Added |
| Connable Office Inc | 17,371 | $1.21M | 0.18% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 17,361 | $1.21M | 0.30% | +67+0.4% | Added |
| TD Private Client Wealth LLC | 17,357 | $1.20M | 0.05% | −8,663−33.3% | Reduced |
| Evergreen Capital Management LLC | 17,079 | $1.19M | 0.05% | +463+2.8% | Added |
| Leavell Investment Management, Inc. | 17,079 | $1.19M | 0.08% | −3,186−15.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.18M | 0.44% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 16,830 | $1.17M | 0.24% | +1,425+9.3% | Added |
| AE Wealth Management LLC | 16,766 | $1.16M | 0.01% | −473−2.7% | Reduced |
| SeaCrest Wealth Management, LLC | 16,733 | $1.16M | 0.16% | −273−1.6% | Reduced |
| Geneva Partners, LLC | 16,729 | $1.16M | 0.99% | −180−1.1% | Reduced |
| HSBC Holdings PLC | 16,630 | $1.15M | 0.00% | −191,492−92.0% | Reduced |
| Hanson & Doremus Investment Management | 16,421 | $1.14M | 0.25% | −292−1.7% | Reduced |
| De Burlo Group Inc | 16,292 | $1.13M | 0.22% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 16,279 | $1.13M | 0.02% | −31,992−66.3% | Reduced |
| Thoroughbred Financial Services, LLC | 16,249 | $1.13M | 0.17% | +3,131+23.9% | Added |
| Calamos Wealth Management LLC | 16,064 | $1.12M | 0.09% | +1,335+9.1% | Added |