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 |
|---|---|---|---|---|---|
| Leavell Investment Management, Inc. | 17,079 | $1.22M | 0.08% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 17,001 | $1.22M | 0.06% | +1,085+6.8% | Added |
| Kestra Private Wealth Services, LLC | 16,984 | $1.22M | 0.04% | +6,090+55.9% | Added |
| Connable Office Inc | 16,960 | $1.21M | 0.17% | −411−2.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.21M | 0.43% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 16,509 | $1.18M | 0.04% | +4,146+33.5% | Added |
| Verdence Capital Advisors LLC | 16,490 | $1.18M | 0.14% | −2,033−11.0% | Reduced |
| Personal Cfo Solutions, LLC | 16,443 | $1.18M | 0.24% | −387−2.3% | Reduced |
| Cantor Fitzgerald, L. P. | 16,303 | $1.17M | 0.03% | +16,303 | New |
| De Burlo Group Inc | 16,292 | $1.17M | 0.19% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 16,232 | $1.16M | 0.15% | −501−3.0% | Reduced |
| Two Sigma Advisers, LP | 16,200 | $1.16M | 0.00% | −10,200−38.6% | Reduced |
| Hanson & Doremus Investment Management | 16,043 | $1.15M | 0.24% | −378−2.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,987 | $1.14M | 0.02% | +7,927+98.3% | Added |
| Apollon Wealth Management, LLC | 15,896 | $1.14M | 0.05% | −1,885−10.6% | Reduced |
| Investors Asset Management of Georgia Inc | 15,890 | $1.14M | 0.59% | 00.0% | Unchanged |
| Geller Advisors LLC | 15,890 | $1.14M | 0.14% | +6,555+70.2% | Added |
| Calamos Wealth Management LLC | 15,811 | $1.13M | 0.08% | −253−1.6% | Reduced |
| Ballentine Partners, LLC | 15,795 | $1.13M | 0.03% | +3,769+31.3% | Added |
| Prospera Financial Services Inc | 15,670 | $1.12M | 0.04% | −84,316−84.3% | Reduced |
| TD Private Client Wealth LLC | 15,673 | $1.12M | 0.05% | −1,684−9.7% | Reduced |
| Fifth Third Bancorp | 15,527 | $1.11M | 0.00% | +2,337+17.7% | Added |
| Global Retirement Partners, LLC | 15,455 | $1.11M | 0.05% | −1,141−6.9% | Reduced |
| FORA Capital, LLC | 15,391 | $1.10M | 0.16% | +15,391 | New |
| Lido Advisors, LLC | 15,128 | $1.08M | 0.01% | +963+6.8% | Added |
| Oarsman Capital, Inc. | 15,047 | $1.08M | 0.47% | −78−0.5% | Reduced |
| Ellevest, Inc. | 15,038 | $1.08M | 0.08% | +286+1.9% | Added |
| WESPAC Advisors, LLC | 15,017 | $1.07M | 0.86% | −854−5.4% | Reduced |
| Westport Asset Management Inc | 15,000 | $1.07M | 0.60% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 14,894 | $1.07M | 0.02% | −3,321−18.2% | Reduced |
| First Hawaiian Bank | 14,828 | $1.06M | 0.03% | +112+0.8% | Added |
| Alera Investment Advisors, LLC | 14,787 | $1.06M | 0.23% | −14−0.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 14,650 | $1.05M | 0.04% | −830−5.4% | Reduced |
| Vise Technologies, Inc. | 14,629 | $1.05M | 0.25% | +1,930+15.2% | Added |
| Tiaa, FSB | 14,601 | $1.04M | 0.00% | −406−2.7% | Reduced |
| Headlands Technologies LLC | 14,569 | $1.04M | 0.33% | +14,569 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 15,477 | $1.04M | 0.55% | +243+1.6% | Added |
| Advocate Group LLC | 14,446 | $1.03M | 0.23% | −487−3.3% | Reduced |
| Bank of Hawaii | 14,311 | $1.02M | 0.06% | +570+4.1% | Added |
| AdvisorNet Financial, Inc | 14,286 | $1.02M | 0.09% | +10,779+307.4% | Added |
| Texas Yale Capital Corp. | 14,125 | $1.01M | 0.05% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 14,058 | $1.01M | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,831 | $989.9K | 0.03% | +427+3.2% | Added |
| Dakota Wealth Management | 13,784 | $986.5K | 0.05% | −182−1.3% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 13,800 | $980.9K | 0.75% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 13,508 | $966.7K | 0.21% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,456 | $963.0K | 0.01% | +278+2.1% | Added |
| Allen Investment Management LLC | 13,452 | $962.8K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 13,437 | $961.7K | 0.03% | +13,377+22,295.0% | Added |
| Schechter Investment Advisors, LLC | 13,436 | $961.6K | 0.09% | +428+3.3% | Added |
| Sowell Financial Services LLC | 13,397 | $959.0K | 0.05% | +4,457+49.9% | Added |
| Marotta Asset Management | 13,394 | $958.6K | 0.21% | +13,394 | New |
| Hohimer Wealth Management, LLC | 13,331 | $954.1K | 0.26% | −82−0.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,268 | $949.6K | 0.10% | −827−5.9% | Reduced |
| SYSTM Wealth Solutions LLC | 13,243 | $947.8K | 0.13% | +1,253+10.5% | Added |
| Phillips Wealth Planners LLC | 13,223 | $946.4K | 1.24% | −99−0.7% | Reduced |
| Veritable, L.P. | 13,209 | $945.4K | 0.02% | +692+5.5% | Added |
| West Family Investments, Inc. | 13,081 | $936.2K | 0.36% | +13,081 | New |
| IHT Wealth Management, LLC | 13,048 | $933.8K | 0.05% | −325−2.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 13,005 | $930.8K | 0.22% | −597−4.4% | Reduced |
| Stratos Wealth Partners, LTD. | 12,990 | $929.7K | 0.02% | +3,394+35.4% | Added |
| Riverview Capital Advisers, LLC | 12,920 | $924.7K | 0.41% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,846 | $919.4K | 0.03% | −67−0.5% | Reduced |
| 44 Wealth Management LLC | 12,736 | $911.5K | 0.31% | −1,521−10.7% | Reduced |
| 9258 Wealth Management, LLC | 12,703 | $909.2K | 0.17% | +14+0.1% | Added |
| Intrust Bank NA | 12,670 | $906.8K | 0.11% | +288+2.3% | Added |
| Stockman Wealth Management, Inc. | 12,600 | $901.8K | 0.19% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 12,511 | $895.4K | 0.01% | −1,944−13.4% | Reduced |
| FinTrust Capital Advisors, LLC | 12,673 | $892.4K | 0.21% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 12,401 | $887.5K | 0.60% | +12,401 | New |
| HRT Financial LP | 12,338 | $883.0K | 0.01% | +12,338 | New |
| RB Capital Management, LLC | 12,147 | $869.4K | 0.27% | −15−0.1% | Reduced |
| Flaharty Asset Management, LLC | 12,099 | $865.9K | 0.15% | 00.0% | Unchanged |
| Proequities, Inc. | 12,062 | $863.3K | 0.07% | +833+7.4% | Added |
| Voya Financial Advisors, Inc. | 12,177 | $862.7K | 0.10% | +45+0.4% | Added |
| Umb Bank N A | 12,006 | $859.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12,003 | $859.1K | 0.05% | +525+4.6% | Added |
| Empire Financial Management Company, LLC | 12,000 | $858.8K | 0.34% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 11,825 | $846.3K | 0.00% | +565+5.0% | Added |
| Howland Capital Management LLC | 11,808 | $845.1K | 0.05% | −1,911−13.9% | Reduced |
| Sittner & Nelson, LLC | 11,736 | $839.9K | 0.46% | −845−6.7% | Reduced |
| Grandfield & Dodd, LLC | 11,706 | $837.8K | 0.06% | −769−6.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 11,542 | $826.1K | 0.50% | +184+1.6% | Added |
| Cullinan Associates Inc | 11,531 | $825.3K | 0.05% | +359+3.2% | Added |
| Schiavi & Co LLC | 11,471 | $821.0K | 0.34% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 11,448 | $819.3K | 0.54% | +11,448 | New |
| Sage Rhino Capital LLC | 11,361 | $813.1K | 0.23% | +588+5.5% | Added |
| Sanders Morris Harris LLC | 12,372 | $810.8K | 0.18% | +12,372 | New |
| VELA Investment Management, LLC | 11,296 | $808.5K | 0.37% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 11,250 | $805.2K | 0.11% | −104−0.9% | Reduced |
| Venture Visionary Partners LLC | 11,229 | $803.7K | 0.05% | −91−0.8% | Reduced |
| Guerra Pan Advisors, LLC | 11,201 | $801.7K | 0.89% | 00.0% | Unchanged |
| Grove Bank & Trust | 11,168 | $799.3K | 0.16% | −89−0.8% | Reduced |
| USA Financial Portformulas Corp | 11,148 | $797.9K | 1.23% | +11,148 | New |
| Regions Financial Corp | 11,088 | $793.6K | 0.01% | −12,917−53.8% | Reduced |
| TownSquare Capital, LLC | 11,023 | $788.9K | 0.01% | +2,155+24.3% | Added |
| Forum Financial Management, LP | 10,992 | $786.7K | 0.02% | −17−0.2% | Reduced |
| Wealth Alliance | 10,856 | $776.9K | 0.12% | −628−5.5% | Reduced |
| CAPROCK Group, Inc. | 10,845 | $776.2K | 0.06% | +625+6.1% | Added |
| Guardian Wealth Management, Inc. | 10,814 | $773.9K | 0.71% | −14−0.1% | Reduced |