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 |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 4,853 | $347.3K | 0.05% | +358+8.0% | Added |
| Simon Quick Advisors, LLC | 4,854 | $347.4K | 0.03% | +758+18.5% | Added |
| Blueshift Asset Management, LLC | 4,892 | $350.1K | 0.13% | +4,892 | New |
| Wealth Dimensions Group, Ltd. | 4,911 | $351.5K | 0.13% | −6−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 4,916 | $351.8K | 0.02% | +4,916 | New |
| J.W. Cole Advisors, Inc. | 4,990 | $357.1K | 0.03% | −110−2.2% | Reduced |
| Quattro Financial Advisors LLC | 5,000 | $357.9K | 0.14% | −10,000−66.7% | Reduced |
| Hendley & Co Inc | 5,000 | $358.0K | 0.15% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,017 | $359.1K | 0.00% | +265+5.6% | Added |
| Wedmont Private Capital | 5,331 | $359.2K | 0.04% | +160+3.1% | Added |
| American Trust | 5,020 | $359.3K | 0.02% | −140−2.7% | Reduced |
| InterOcean Capital Group, LLC | 5,044 | $361.0K | 0.01% | +44+0.9% | Added |
| Tiedemann Advisors, LLC | 5,046 | $361.1K | 0.02% | −9−0.2% | Reduced |
| American National Bank | 5,047 | $361.2K | 0.06% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 5,056 | $361.9K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,140 | $367.0K | 0.01% | +1,510+41.6% | Added |
| Balentine LLC | 5,128 | $367.0K | 0.01% | +264+5.4% | Added |
| Capital Wealth Planning, LLC | 5,140 | $367.9K | 0.00% | +1,510+41.6% | Added |
| Strategic Investment Solutions, Inc. | 5,053 | $368.1K | 0.08% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,147 | $368.4K | 0.01% | −109−2.1% | Reduced |
| Good Life Advisors, LLC | 5,148 | $368.4K | 0.04% | 00.0% | Unchanged |
| MQS Management LLC | 5,161 | $369.4K | 0.25% | +5,161 | New |
| FRG Family Wealth Advisors LLC | 5,162 | $369.4K | 0.08% | +112+2.2% | Added |
| McKinley Carter Wealth Services, Inc. | 5,185 | $371.1K | 0.03% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 5,223 | $373.8K | 0.13% | +87+1.7% | Added |
| Henshaw Capital LLC | 5,238 | $374.9K | 0.02% | 00.0% | Unchanged |
| Financial Counselors Inc | 5,250 | $376.0K | 0.01% | +428+8.9% | Added |
| Clark Capital Management Group, Inc. | 5,275 | $377.5K | 0.00% | −280−5.0% | Reduced |
| Rehmann Capital Advisory Group | 5,275 | $377.5K | 0.03% | −255−4.6% | Reduced |
| Focus Financial Network, Inc. | 5,310 | $380.0K | 0.02% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 5,320 | $380.8K | 0.00% | +5,320 | New |
| First Affirmative Financial Network | 5,340 | $382.1K | 0.38% | −60−1.1% | Reduced |
| Cumberland Partners Ltd | 5,345 | $382.5K | 0.04% | −100−1.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 5,350 | $383.0K | 0.01% | −106−1.9% | Reduced |
| Pointe Capital Management LLC | 5,352 | $383.0K | 0.29% | +88+1.7% | Added |
| Banco de Sabadell, S.A | 5,425 | $386.0K | 0.31% | −21−0.4% | Reduced |
| Boston Trust Walden Corp | 5,400 | $386.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,428 | $388.5K | 0.02% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 6,012 | $389.9K | 0.20% | +1,621+36.9% | Added |
| Pine Valley Investments Ltd Liability Co | 5,457 | $390.6K | 0.04% | +5,457 | New |
| Hartford Funds Management Co LLC | 5,462 | $390.9K | 0.04% | +672+14.0% | Added |
| Trust Co of Vermont | 5,469 | $391.4K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 5,500 | $393.6K | 0.12% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 5,580 | $399.4K | 0.13% | −220−3.8% | Reduced |
| BMS Financial Advisors, LLC | 5,586 | $399.8K | 0.26% | −2,286−29.0% | Reduced |
| Capital Investment Advisory Services, LLC | 5,590 | $400.1K | 0.04% | −342−5.8% | Reduced |
| Joel Isaacson & Co., LLC | 5,607 | $401.3K | 0.03% | 00.0% | Unchanged |
| True North Advisors, LLC | 5,507 | $401.3K | 0.11% | −3,227−36.9% | Reduced |
| Daymark Wealth Partners, LLC | 5,615 | $401.9K | 0.03% | +5,615 | New |
| Institute for Wealth Management, LLC. | 5,655 | $404.8K | 0.07% | +236+4.4% | Added |
| Grimes & Company, Inc. | 5,728 | $409.9K | 0.01% | −185−3.1% | Reduced |
| Jacobi Capital Management LLC | 5,782 | $413.8K | 0.05% | −720−11.1% | Reduced |
| Trust Co of Toledo NA | 5,806 | $415.5K | 0.07% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 5,856 | $419.1K | 0.17% | −2,927−33.3% | Reduced |
| Keel Point, LLC | 5,861 | $419.5K | 0.06% | −429−6.8% | Reduced |
| Argent Trust Co | 5,875 | $420.5K | 0.02% | 00.0% | Unchanged |
| Prospector Partners LLC | 5,885 | $421.2K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 5,900 | $422.3K | 0.17% | 00.0% | Unchanged |
| Vista Investment Management | 5,900 | $422.3K | 0.21% | +660+12.6% | Added |
| XML Financial, LLC | 5,948 | $425.7K | 0.05% | 00.0% | Unchanged |
| NTV Asset Management LLC | 6,000 | $429.4K | 0.07% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 6,009 | $430.1K | 0.11% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 6,034 | $431.9K | 0.00% | −539−8.2% | Reduced |
| V Wealth Advisors LLC | 6,040 | $432.3K | 0.07% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,045 | $432.6K | 0.08% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 6,048 | $432.8K | 0.02% | −82−1.3% | Reduced |
| Holistic Financial Partners | 6,088 | $435.7K | 0.30% | −266−4.2% | Reduced |
| Advisors Capital Management, LLC | 6,086 | $436.0K | 0.01% | +133+2.2% | Added |
| Crumly & Associates Inc. | 6,101 | $436.6K | 0.17% | +1,147+23.2% | Added |
| Ameritas Advisory Services, LLC | 6,741 | $437.2K | 0.06% | −4,098−37.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 6,122 | $438.0K | 0.00% | −1,447−19.1% | Reduced |
| EverSource Wealth Advisors, LLC | 6,135 | $439.1K | 0.05% | −502−7.6% | Reduced |
| Insigneo Advisory Services, LLC | 6,139 | $439.4K | 0.08% | +137+2.3% | Added |
| Haverford Trust Co | 6,178 | $442.2K | 0.00% | +606+10.9% | Added |
| Integrated Advisors Network LLC | 6,187 | $442.8K | 0.03% | −273−4.2% | Reduced |
| Abn Amro Investment Solutions | 6,218 | $445.0K | 0.01% | +335+5.7% | Added |
| Channing Global Advisors, LLC | 6,242 | $446.7K | 0.45% | +347+5.9% | Added |
| Patriot Investment Management Inc. | 6,254 | $447.6K | 0.04% | −326−5.0% | Reduced |
| Fiduciary Trust Co | 6,255 | $447.7K | 0.01% | +10+0.2% | Added |
| McLean Asset Management Corp | 6,265 | $448.4K | 0.18% | 00.0% | Unchanged |
| Pitcairn Co | 6,273 | $449.0K | 0.04% | +35+0.6% | Added |
| Comerica Securities,inc. | 6,307 | $451.4K | 0.03% | −418−6.2% | Reduced |
| Essex Financial Services, Inc. | 6,330 | $453.0K | 0.05% | +441+7.5% | Added |
| Resource Consulting Group Inc | 6,350 | $454.5K | 0.09% | +6,350 | New |
| Federation des caisses Desjardins du Quebec | 6,372 | $456.0K | 0.00% | +553+9.5% | Added |
| Williams Jones Wealth Management, LLC. | 6,455 | $462.0K | 0.01% | −28−0.4% | Reduced |
| First Manhattan Co | 6,550 | $468.8K | 0.00% | +3,081+88.8% | Added |
| West Michigan Advisors, LLC | 6,559 | $469.4K | 0.19% | −694−9.6% | Reduced |
| Axxcess Wealth Management, LLC | 6,566 | $469.9K | 0.03% | −5,640−46.2% | Reduced |
| Harbour Investments, Inc. | 6,577 | $470.7K | 0.02% | −29−0.4% | Reduced |
| Cordatus Wealth Management LLC | 6,596 | $472.0K | 0.18% | +6,596 | New |
| Buckingham Strategic Wealth, LLC | 6,616 | $473.5K | 0.01% | +314+5.0% | Added |
| New England Research & Management, Inc. | 6,650 | $476.0K | 0.28% | 00.0% | Unchanged |
| Northstar Group, Inc. | 6,762 | $484.0K | 0.11% | +117+1.8% | Added |
| Five Oceans Advisors | 6,884 | $492.7K | 0.32% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 7,000 | $501.0K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 7,041 | $503.9K | 0.01% | +7,041 | New |
| Fruth Investment Management | 7,046 | $504.0K | 0.14% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7,060 | $505.3K | 0.02% | −312−4.2% | Reduced |
| Gradient Investments LLC | 7,090 | $507.4K | 0.01% | −442−5.9% | Reduced |