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 | 1,388 | $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, 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 |
|---|---|---|---|---|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,203 | $1.30M | 0.64% | −80−0.4% | Reduced |
| Mitchell Capital Management Co | 18,213 | $1.30M | 0.30% | +852+4.9% | Added |
| Benjamin Edwards Inc | 18,251 | $1.31M | 0.30% | +342+1.9% | Added |
| Whittier Trust Co | 18,665 | $1.34M | 0.02% | −259−1.4% | Reduced |
| Perigon Wealth Management, LLC | 18,705 | $1.34M | 0.05% | +12,210+188.0% | Added |
| Evergreen Capital Management LLC | 18,734 | $1.34M | 0.06% | +1,655+9.7% | Added |
| LVW Advisors, LLC | 18,758 | $1.34M | 0.27% | −2,978−13.7% | Reduced |
| Clarius Group, LLC | 18,825 | $1.35M | 0.10% | +80.0% | Added |
| Trivant Custom Portfolio Group, LLC | 18,920 | $1.35M | 0.96% | +18,920 | New |
| Columbus Macro, LLC | 19,352 | $1.37M | 0.54% | −1,120−5.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.37M | 0.20% | 00.0% | Unchanged |
| AE Wealth Management LLC | 19,194 | $1.37M | 0.01% | +2,428+14.5% | Added |
| Level Four Advisory Services, LLC | 19,321 | $1.38M | 0.08% | +719+3.9% | Added |
| Dorsey & Whitney Trust CO LLC | 19,355 | $1.39M | 0.11% | +1,319+7.3% | Added |
| Cetera Advisors LLC | 19,613 | $1.40M | 0.02% | −5,532−22.0% | Reduced |
| AXA S.A. | 19,658 | $1.41M | 0.00% | −70.0% | Reduced |
| Commerce Bank | 19,660 | $1.41M | 0.01% | −80−0.4% | Reduced |
| Covenant Partners, LLC | 19,831 | $1.42M | 0.51% | −2,720−12.1% | Reduced |
| ExodusPoint Capital Management, LP | 20,139 | $1.44M | 0.02% | −202,787−91.0% | Reduced |
| Handelsbanken Fonder AB | 20,230 | $1.45M | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,355 | $1.46M | 0.05% | −1,323−6.1% | Reduced |
| Susquehanna International Securities, Ltd. | 20,659 | $1.48M | 1.38% | −3,900−15.9% | Reduced |
| Dillon & Associates Inc | 20,881 | $1.50M | 0.28% | +2,688+14.8% | Added |
| Itau Unibanco Holding S.A. | 21,215 | $1.52M | 0.07% | −246−1.1% | Reduced |
| Sectoral Asset Management Inc | 21,226 | $1.52M | 0.25% | +1,216+6.1% | Added |
| Stephens Inc | 21,302 | $1.52M | 0.03% | +32+0.2% | Added |
| Boston Private Wealth LLC | 21,481 | $1.54M | 0.03% | −2,454−10.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 21,822 | $1.56M | 0.20% | −1,232−5.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 21,947 | $1.57M | 0.02% | −3,798−14.8% | Reduced |
| State Board of Administration of Florida Retirement System | 21,962 | $1.57M | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 22,148 | $1.59M | 0.02% | −2,532−10.3% | Reduced |
| Cozad Asset Management Inc | 22,200 | $1.59M | 0.20% | +1,049+5.0% | Added |
| Burney Co | 22,259 | $1.59M | 0.07% | +677+3.1% | Added |
| Quantinno Capital Management LP | 22,375 | $1.60M | 0.09% | +3,660+19.6% | Added |
| Edmp, Inc. | 22,556 | $1.62M | 1.54% | −57−0.3% | Reduced |
| D.A. Davidson & Co. | 23,420 | $1.68M | 0.02% | −56−0.2% | Reduced |
| Rhumbline Advisers | 23,474 | $1.68M | 0.00% | +23,474 | New |
| Venturi Wealth Management, LLC | 24,063 | $1.72M | 0.14% | −2,338−8.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 24,170 | $1.73M | 0.07% | +201+0.8% | Added |
| Ziegler Capital Management, LLC | 24,252 | $1.74M | 0.07% | −5,449−18.3% | Reduced |
| HB Wealth Management, LLC | 24,378 | $1.74M | 0.03% | +33+0.1% | Added |
| Checchi Capital Advisers, LLC | 24,402 | $1.75M | 0.16% | +1,525+6.7% | Added |
| Beverly Hills Private Wealth, LLC | 25,379 | $1.76M | 0.29% | +11,968+89.2% | Added |
| Quadrant Capital Group LLC | 24,629 | $1.76M | 0.17% | +1,985+8.8% | Added |
| Americana Partners, LLC | 24,730 | $1.77M | 0.23% | −16,771−40.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24,865 | $1.78M | 0.00% | −3,868−13.5% | Reduced |
| Integrated Wealth Concepts LLC | 25,270 | $1.81M | 0.03% | +8,991+55.2% | Added |
| Cloverfields Capital Group, LP | 25,391 | $1.82M | 0.59% | +10,440+69.8% | Added |
| Pinnacle Associates Ltd | 25,404 | $1.82M | 0.03% | +2,429+10.6% | Added |
| Sendero Wealth Management, LLC | 25,472 | $1.82M | 0.40% | −1,890−6.9% | Reduced |
| Sequoia Financial Advisors, LLC | 25,699 | $1.84M | 0.03% | +3,043+13.4% | Added |
| NorthCrest Asset Manangement, LLC | 25,790 | $1.85M | 0.07% | −505−1.9% | Reduced |
| Eagle Global Advisors LLC | 26,075 | $1.87M | 0.12% | +1,480+6.0% | Added |
| NewEdge Wealth, LLC | 26,259 | $1.88M | 0.06% | −2,756−9.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 26,292 | $1.88M | 0.09% | −1,067−3.9% | Reduced |
| Jackson Wealth Management, LLC | 26,289 | $1.88M | 0.28% | −269−1.0% | Reduced |
| Geneva Partners, LLC | 26,699 | $1.91M | 1.25% | +9,970+59.6% | Added |
| Quantbot Technologies LP | 27,168 | $1.94M | 0.13% | +27,168 | New |
| Avantax Advisory Services, Inc. | 27,991 | $2.00M | 0.02% | −3,015−9.7% | Reduced |
| Panagora Asset Management Inc | 28,080 | $2.01M | 0.01% | +16,450+141.4% | Added |
| Colony Group LLC | 28,146 | $2.01M | 0.03% | +236+0.8% | Added |
| WealthPlan Investment Management, LLC | 28,148 | $2.01M | 0.60% | −55,942−66.5% | Reduced |
| Jag Capital Management, LLC | 29,304 | $2.10M | 0.24% | +1,325+4.7% | Added |
| Ieq Capital, LLC | 29,595 | $2.12M | 0.04% | +5,018+20.4% | Added |
| Credential Qtrade Securities Inc. | 29,936 | $2.14M | 0.13% | −562−1.8% | Reduced |
| Icon Advisers Inc | 30,000 | $2.15M | 0.55% | 00.0% | Unchanged |
| Prudential Financial Inc | 30,039 | $2.15M | 0.00% | −166−0.5% | Reduced |
| Trexquant Investment LP | 30,849 | $2.21M | 0.06% | +30,849 | New |
| Lincoln National Corp | 30,873 | $2.21M | 0.04% | +1,218+4.1% | Added |
| FDx Advisors, Inc. | 31,230 | $2.23M | 0.12% | +3,505+12.6% | Added |
| Capital International Sarl | 31,261 | $2.24M | 0.10% | +4,206+15.5% | Added |
| Moran Wealth Management, LLC | 31,333 | $2.24M | 0.08% | −453−1.4% | Reduced |
| GWM Advisors LLC | 31,424 | $2.25M | 0.03% | −1,170−3.6% | Reduced |
| Bender Robert & Associates | 31,596 | $2.26M | 0.62% | −12,664−28.6% | Reduced |
| American International Group, Inc. | 31,896 | $2.28M | 0.01% | −563−1.7% | Reduced |
| Peapack Gladstone Financial Corp | 32,324 | $2.31M | 0.04% | +410+1.3% | Added |
| Qtron Investments LLC | 33,167 | $2.37M | 0.45% | +4,213+14.6% | Added |
| Simplex Trading, LLC | 33,308 | $2.38M | 0.10% | +33,308 | New |
| UBS Oconnor LLC | 33,542 | $2.40M | 0.05% | −11,658−25.8% | Reduced |
| Money Concepts Capital Corp | 33,985 | $2.43M | 0.25% | −301−0.9% | Reduced |
| TCG Advisory Services, LLC | 34,670 | $2.48M | 0.42% | +3,234+10.3% | Added |
| Dorsey Wright & Associates | 34,728 | $2.49M | 0.75% | −3,522−9.2% | Reduced |
| Greenleaf Trust | 34,802 | $2.49M | 0.03% | +726+2.1% | Added |
| Strategic Wealth Partners, Ltd. | 34,961 | $2.50M | 0.32% | −171−0.5% | Reduced |
| Searle & Co. | 35,350 | $2.53M | 0.79% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 35,790 | $2.56M | 0.09% | −2,210−5.8% | Reduced |
| Profund Advisors LLC | 35,845 | $2.57M | 0.14% | −1,985−5.2% | Reduced |
| Suvretta Capital Management, LLC | 35,890 | $2.57M | 0.14% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 36,152 | $2.59M | 0.10% | +32,541+901.2% | Added |
| Ritholtz Wealth Management | 36,215 | $2.59M | 0.12% | +3,107+9.4% | Added |
| Veriti Management LLC | 36,342 | $2.60M | 0.29% | −165−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 36,408 | $2.61M | 0.00% | +16,736+85.1% | Added |
| iA Global Asset Management Inc. | 36,504 | $2.61M | 0.07% | +36,504 | New |
| RNC Capital Management LLC | 36,592 | $2.62M | 0.14% | −57,584−61.1% | Reduced |
| Louisiana State Employees Retirement System | 37,000 | $2.65M | 0.06% | +7,000+23.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 37,268 | $2.67M | 0.28% | +37,268 | New |
| Tealwood Asset Management Inc | 38,815 | $2.78M | 1.35% | −769−1.9% | Reduced |
| Naviter Wealth, LLC | 38,984 | $2.79M | 0.71% | +4,952+14.6% | Added |
| Souders Financial Advisors | 39,207 | $2.81M | 0.54% | +35,983+1,116.1% | Added |
| Crossmark Global Holdings, Inc. | 39,497 | $2.82M | 0.06% | +1,709+4.5% | Added |