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 |
|---|---|---|---|---|---|
| Eagle Strategies LLC | 7,170 | $513.2K | 0.12% | +229+3.3% | Added |
| Wilkinson Global Asset Management LLC | 7,173 | $513.4K | 0.04% | 00.0% | Unchanged |
| GDS Wealth Management | 7,233 | $517.7K | 0.08% | −9−0.1% | Reduced |
| Stevard, LLC | 7,248 | $518.7K | 0.49% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,273 | $520.5K | 0.02% | +7,273 | New |
| LVM Capital Management Ltd | 7,300 | $522.0K | 0.07% | −250−3.3% | Reduced |
| Lindbrook Capital, LLC | 7,308 | $523.0K | 0.06% | +98+1.4% | Added |
| Inscription Capital, LLC | 7,327 | $524.4K | 0.16% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,901 | $532.4K | 0.17% | −203−2.5% | Reduced |
| Fca Corp | 7,500 | $536.8K | 0.20% | 00.0% | Unchanged |
| Norinchukin Bank, The | 7,511 | $537.6K | 0.01% | −296−3.8% | Reduced |
| Stock Yards Bank & Trust Co | 7,514 | $537.8K | 0.02% | −65−0.9% | Reduced |
| TriaGen Wealth Management LLC | 7,530 | $538.9K | 0.25% | +7,530 | New |
| Dana Investment Advisors, Inc. | 7,581 | $542.6K | 0.03% | +7,581 | New |
| Flagship Harbor Advisors, LLC | 7,661 | $548.3K | 0.05% | −50−0.6% | Reduced |
| KB Financial Partners, LLC | 7,682 | $550.0K | 0.15% | +6,972+982.0% | Added |
| Marcum Wealth, LLC | 7,710 | $551.8K | 0.06% | +117+1.5% | Added |
| Robertson Stephens Wealth Management, LLC | 7,823 | $559.9K | 0.04% | 00.0% | Unchanged |
| Nwam LLC | 7,826 | $560.1K | 0.05% | −28−0.4% | Reduced |
| Legacy Financial Advisors, Inc. | 7,841 | $561.2K | 0.10% | +274+3.6% | Added |
| Telemus Capital, LLC | 7,912 | $566.3K | 0.05% | +2,058+35.2% | Added |
| Coldstream Capital Management Inc | 7,977 | $570.9K | 0.02% | +17+0.2% | Added |
| Ar Asset Management Inc | 8,000 | $573.0K | 0.15% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,026 | $574.4K | 0.04% | −2,778−25.7% | Reduced |
| SkyView Investment Advisors, LLC | 8,093 | $579.0K | 0.14% | +8,093 | New |
| Financial & Tax Architects, LLC | 8,153 | $583.5K | 0.18% | +521+6.8% | Added |
| Howard Financial Services, Ltd. | 8,177 | $585.3K | 0.14% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 8,201 | $586.9K | 0.01% | +191+2.4% | Added |
| Stelac Advisory Services LLC | 8,206 | $587.3K | 0.26% | −472−5.4% | Reduced |
| KCM Investment Advisors LLC | 8,212 | $587.7K | 0.02% | +25+0.3% | Added |
| Great Diamond Partners, LLC | 8,292 | $593.5K | 0.16% | −106−1.3% | Reduced |
| Garrison Asset Management, LLC | 8,309 | $594.7K | 0.36% | −152−1.8% | Reduced |
| Spire Wealth Management | 8,310 | $594.7K | 0.02% | +212+2.6% | Added |
| China Universal Asset Management Co., Ltd. | 8,314 | $595.0K | 0.18% | −37−0.4% | Reduced |
| HBK Sorce Advisory LLC | 8,340 | $596.9K | 0.03% | −171−2.0% | Reduced |
| Meridian Wealth Management, LLC | 8,358 | $598.2K | 0.05% | −2,370−22.1% | Reduced |
| RMB Capital Management, LLC | 8,413 | $602.1K | 0.02% | −554−6.2% | Reduced |
| Altfest L J & Co Inc | 8,427 | $603.0K | 0.09% | −4,183−33.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 8,444 | $604.3K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,493 | $607.8K | 0.02% | +280+3.4% | Added |
| Bray Capital Advisors | 8,500 | $608.3K | 0.18% | 00.0% | Unchanged |
| CWM, LLC | 8,517 | $610.0K | 0.00% | +666+8.5% | Added |
| Cowa, LLC | 8,580 | $614.1K | 0.40% | −34,555−80.1% | Reduced |
| Nilsine Partners, LLC | 8,612 | $616.4K | 0.09% | −84−1.0% | Reduced |
| Wick Capital Partners, LLC | 8,635 | $618.0K | 0.37% | +32+0.4% | Added |
| Wedbush Securities Inc | 8,645 | $619.0K | 0.03% | −2,894−25.1% | Reduced |
| Brown Advisory Inc | 8,714 | $623.7K | 0.00% | +2,181+33.4% | Added |
| Principal Street Partners, LLC | 8,782 | $628.5K | 0.15% | +68+0.8% | Added |
| Oakworth Capital, Inc. | 8,808 | $630.4K | 0.05% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 8,812 | $630.7K | 0.00% | +8,812 | New |
| Seven Eight Capital, LP | 8,825 | $631.6K | 0.10% | −41,855−82.6% | Reduced |
| Full Sail Capital, LLC | 8,912 | $637.8K | 0.05% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 8,976 | $642.4K | 0.28% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,090 | $650.0K | 0.08% | +9,090 | New |
| Old National Bancorp | 9,091 | $650.6K | 0.02% | −6,391−41.3% | Reduced |
| Cohen Investment Advisors LLC | 9,131 | $653.5K | 0.53% | −10.0% | Reduced |
| Atlas Capital Advisors LLC | 9,205 | $658.8K | 0.10% | −131−1.4% | Reduced |
| Advisory Services Network, LLC | 9,224 | $660.1K | 0.02% | −5,027−35.3% | Reduced |
| Northeast Financial Consultants Inc | 9,252 | $662.2K | 0.04% | +3,307+55.6% | Added |
| DFPG Investments, LLC | 9,807 | $662.5K | 0.06% | +957+10.8% | Added |
| Financial Advocates Investment Management | 9,315 | $666.7K | 0.05% | −14−0.2% | Reduced |
| Hancock Whitney Corp | 9,352 | $669.0K | 0.03% | +1,001+12.0% | Added |
| Central Trust Co | 9,372 | $670.8K | 0.02% | +970+11.5% | Added |
| Stonegate Investment Group, LLC | 9,398 | $672.6K | 0.02% | −214−2.2% | Reduced |
| Archford Capital Strategies, LLC | 9,786 | $674.4K | 0.13% | +2,226+29.4% | Added |
| Oppenheimer & Co Inc | 9,505 | $680.3K | 0.01% | −916−8.8% | Reduced |
| Resources Investment Advisors, LLC. | 9,673 | $692.3K | 0.02% | +6,751+231.0% | Added |
| Columbia Asset Management | 9,708 | $695.0K | 0.15% | 00.0% | Unchanged |
| Courier Capital LLC | 9,717 | $695.4K | 0.05% | 00.0% | Unchanged |
| Coastline Trust Co | 9,745 | $697.5K | 0.10% | 00.0% | Unchanged |
| XTX Topco Ltd | 9,779 | $699.9K | 0.13% | +9,779 | New |
| Key Financial Inc | 9,796 | $701.1K | 0.23% | +239+2.5% | Added |
| Aries Wealth Management | 9,846 | $704.7K | 0.27% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 9,903 | $708.8K | 0.50% | −82−0.8% | Reduced |
| 1620 Investment Advisors, Inc. | 9,920 | $710.0K | 0.80% | +9+0.1% | Added |
| Summit Trail Advisors, LLC | 10,032 | $718.0K | 0.03% | +4,931+96.7% | Added |
| Fox Run Management, L.L.C. | 10,130 | $725.0K | 0.20% | +10,130 | New |
| Whittier Trust Co of Nevada Inc | 10,177 | $728.3K | 0.02% | +254+2.6% | Added |
| First City Capital Management, Inc. | 10,186 | $729.0K | 0.43% | −1,422−12.3% | Reduced |
| Affinity Wealth Management LLC | 10,301 | $737.2K | 0.17% | +204+2.0% | Added |
| Eqis Capital Management, Inc. | 10,334 | $739.6K | 0.08% | −423−3.9% | Reduced |
| Empower Advisory Group, LLC | 10,341 | $740.1K | 0.00% | +397+4.0% | Added |
| Independent Solutions Wealth Management, LLC | 10,383 | $743.1K | 0.20% | +1,599+18.2% | Added |
| Huntington National Bank | 10,397 | $744.1K | 0.01% | +1,458+16.3% | Added |
| PDS Planning, Inc | 10,406 | $744.8K | 0.10% | +328+3.3% | Added |
| Arete Wealth Advisors, LLC | 10,501 | $752.0K | 0.07% | −148−1.4% | Reduced |
| QP Wealth Management, LLC | 10,527 | $753.4K | 1.19% | +10,527 | New |
| Berkshire Asset Management LLC | 10,565 | $756.1K | 0.04% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $760.1K | 0.27% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 10,660 | $763.0K | 0.04% | +508+5.0% | Added |
| Ergoteles LLC | 10,695 | $765.4K | 0.04% | −29,224−73.2% | Reduced |
| MBM Wealth Consultants, LLC | 11,592 | $770.6K | 0.33% | +1,936+20.0% | Added |
| Guardian Wealth Management, Inc. | 10,814 | $773.9K | 0.71% | −14−0.1% | Reduced |
| CAPROCK Group, Inc. | 10,845 | $776.2K | 0.06% | +625+6.1% | Added |
| Wealth Alliance | 10,856 | $776.9K | 0.12% | −628−5.5% | Reduced |
| Forum Financial Management, LP | 10,992 | $786.7K | 0.02% | −17−0.2% | Reduced |
| TownSquare Capital, LLC | 11,023 | $788.9K | 0.01% | +2,155+24.3% | Added |
| Regions Financial Corp | 11,088 | $793.6K | 0.01% | −12,917−53.8% | Reduced |
| USA Financial Portformulas Corp | 11,148 | $797.9K | 1.23% | +11,148 | New |
| Grove Bank & Trust | 11,168 | $799.3K | 0.16% | −89−0.8% | Reduced |