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, Q2 2023
Institutional positions in AstraZeneca PLC as of Jun 30, 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
- 1,093
- +45 vs. Q1 2023
- Shares held
- 494.2M
- −13.6M (−2.7%) vs. Q1 2023
- Total value
- $35.4B
- +$379.3M (+1.1%) vs. Q1 2023
- New holders
- 112
- 339 more added
- Sold out
- 67
- 388 more reduced
9 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 1,389 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 1,156 | $82.7K | 0.04% | +304+35.7% | Added |
| Paradigm Asset Management Co LLC | 1,200 | $85.9K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,208 | $86.5K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,212 | $86.7K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,219 | $87.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,229 | $88.0K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,256 | $89.9K | 0.02% | −221−15.0% | Reduced |
| Focused Wealth Management, Inc | 1,259 | $90.1K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,260 | $90.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,261 | $90.3K | 0.02% | −104−7.6% | Reduced |
| Lee Financial Co | 1,265 | $90.5K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,289 | $92.3K | 0.01% | −2−0.2% | Reduced |
| Dougherty Wealth Advisers LLC | 1,290 | $92.3K | 0.13% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,296 | $92.8K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,295 | $93.0K | 0.01% | +1,295 | New |
| Y.D. More Investments Ltd | 1,309 | $93.7K | 0.02% | −2,300−63.7% | Reduced |
| Armstrong Advisory Group, Inc | 1,319 | $94.4K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,460 | $95.3K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,383 | $99.0K | 0.01% | +368+36.3% | Added |
| Tyler-Stone Wealth Management | 1,395 | $100.0K | 0.06% | +1,395 | New |
| Colonial Trust Co | 1,421 | $100.7K | 0.02% | −96−6.3% | Reduced |
| MB, Levis & Associates, LLC | 1,420 | $101.6K | 0.07% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,253 | $103.0K | 0.04% | +211+20.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,455 | $104.1K | 0.05% | −229−13.6% | Reduced |
| Bollard Group LLC | 1,469 | $105.0K | 0.00% | +528+56.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,500 | $106.0K | 0.05% | −12,100−89.0% | Reduced |
| Luken Investment Analytics, LLC | 1,500 | $107.4K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,508 | $107.9K | 0.01% | +71+4.9% | Added |
| Banque Cantonale Vaudoise | 1,548 | $111.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,576 | $112.8K | 0.09% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,597 | $114.3K | 0.04% | +1+0.1% | Added |
| KBC Group NV | 1,615 | $115.0K | 0.00% | −2,077−56.3% | Reduced |
| Farther Finance Advisors, LLC | 1,660 | $118.8K | 0.03% | −170−9.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,700 | $121.7K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,777 | $127.2K | 0.02% | −445−20.0% | Reduced |
| First Financial Corp | 1,794 | $128.4K | 0.08% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,844 | $132.0K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,851 | $132.5K | 0.00% | +22+1.2% | Added |
| Zions Bancorporation, N.A. | 1,888 | $135.1K | 0.01% | −2,431−56.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,900 | $136.0K | 0.09% | +1,900 | New |
| Crewe Advisors LLC | 1,920 | $137.4K | 0.02% | −550−22.3% | Reduced |
| First Horizon Advisors, Inc. | 1,931 | $138.2K | 0.00% | −9−0.5% | Reduced |
| New Millennium Group LLC | 1,996 | $142.9K | 0.13% | −596−23.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,017 | $144.4K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,076 | $148.6K | 0.02% | −44−2.1% | Reduced |
| Hexagon Capital Partners LLC | 2,103 | $150.5K | 0.04% | +479+29.5% | Added |
| JNBA Financial Advisors | 2,172 | $155.5K | 0.02% | +41+1.9% | Added |
| JFS Wealth Advisors, LLC | 2,254 | $161.3K | 0.01% | +93+4.3% | Added |
| Contravisory Investment Management, Inc. | 2,305 | $165.0K | 0.04% | +876+61.3% | Added |
| Concord Wealth Partners | 2,312 | $165.5K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 2,359 | $168.8K | 0.00% | +280+13.5% | Added |
| Close Asset Management Ltd | 2,400 | $172.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,728 | $174.0K | 0.01% | −481−9.2% | Reduced |
| Private Trust Co NA | 2,479 | $177.4K | 0.02% | +162+7.0% | Added |
| New England Capital Financial Advisors LLC | 2,505 | $179.3K | 0.12% | +1,385+123.7% | Added |
| Princeton Global Asset Management LLC | 2,559 | $183.2K | 0.05% | −2,200−46.2% | Reduced |
| Sandy Spring Bank | 2,647 | $189.5K | 0.01% | +82+3.2% | Added |
| Perennial Advisors, LLC | 2,799 | $200.3K | 0.05% | +2,799 | New |
| Wealth Alliance Advisory Group, LLC | 2,800 | $200.4K | 0.07% | +2,800 | New |
| Claro Advisors LLC | 2,807 | $200.9K | 0.05% | +2,807 | New |
| Arkadios Wealth Advisors | 2,812 | $201.3K | 0.02% | +2,812 | New |
| Choate Investment Advisors | 2,827 | $202.3K | 0.01% | +2,827 | New |
| Ronald Blue Trust, Inc. | 2,924 | $203.0K | 0.00% | −2,440−45.5% | Reduced |
| Toroso Investments, LLC | 2,856 | $204.0K | 0.01% | +2,856 | New |
| Grant/GrossMendelsohn, LLC | 3,157 | $204.7K | 0.08% | +3,157 | New |
| Salem Investment Counselors Inc | 2,867 | $205.2K | 0.01% | 00.0% | Unchanged |
| Renasant Bank | 2,870 | $205.4K | 0.17% | +2,870 | New |
| Massachusetts Wealth Management | 2,900 | $207.6K | 0.20% | 00.0% | Unchanged |
| Marco Investment Management LLC | 2,904 | $207.8K | 0.02% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,908 | $208.1K | 0.02% | +2,908 | New |
| Talisman Wealth Advisors LLC | 2,908 | $208.1K | 0.36% | −14−0.5% | Reduced |
| Fiduciary Group LLC | 2,961 | $211.9K | 0.03% | +2,961 | New |
| Wealth Management Associates, Inc. | 2,964 | $212.1K | 0.12% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,967 | $212.3K | 0.02% | −254−7.9% | Reduced |
| Callan Capital, LLC | 2,980 | $213.3K | 0.02% | −67−2.2% | Reduced |
| Kovack Advisors, Inc. | 2,994 | $214.3K | 0.03% | +41+1.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,998 | $214.5K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 3,000 | $214.7K | 0.01% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 3,012 | $215.6K | 0.10% | +3,012 | New |
| Long Run Wealth Advisors, LLC | 3,025 | $216.5K | 0.07% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3,041 | $217.6K | 0.08% | −4−0.1% | Reduced |
| Boston Partners | 3,050 | $218.3K | 0.00% | −585−16.1% | Reduced |
| Carr Financial Group Corp | 3,063 | $219.2K | 0.09% | −848−21.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,066 | $219.4K | 0.01% | −143−4.5% | Reduced |
| First Citizens Financial Corp | 3,075 | $220.1K | 0.15% | +3,075 | New |
| International Assets Investment Management, LLC | 3,084 | $220.7K | 0.03% | −894−22.5% | Reduced |
| Harvest Fund Management Co., Ltd | 3,088 | $221.0K | 0.04% | +1,331+75.8% | Added |
| Kolinsky Wealth Management, LLC | 3,120 | $221.1K | 0.21% | −594−16.0% | Reduced |
| New Jersey Better Educational Savings Trust | 3,100 | $221.9K | 0.52% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,155 | $225.8K | 0.02% | −139−4.2% | Reduced |
| SFG Wealth Management, LLC. | 3,169 | $226.8K | 0.19% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 3,169 | $226.8K | 0.12% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,179 | $227.5K | 0.05% | −338−9.6% | Reduced |
| Day & Ennis, LLC | 3,191 | $228.4K | 0.09% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,226 | $230.9K | 0.02% | +4+0.1% | Added |
| Jeppson Wealth Management, LLC | 3,232 | $231.3K | 0.10% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,259 | $233.3K | 0.09% | +3,259 | New |
| FineMark National Bank & Trust | 3,285 | $235.1K | 0.01% | +3,285 | New |
| Connecticut Wealth Management, LLC | 3,291 | $235.5K | 0.02% | +3,291 | New |
| First National Bank of Hutchinson | 3,298 | $236.0K | 0.17% | +203+6.6% | Added |