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 |
|---|---|---|---|---|---|
| MBM Wealth Consultants, LLC | 11,592 | $770.6K | 0.33% | +1,936+20.0% | Added |
| Ergoteles LLC | 10,695 | $765.4K | 0.04% | −29,224−73.2% | Reduced |
| Lake Street Advisors Group, LLC | 10,660 | $763.0K | 0.04% | +508+5.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $760.1K | 0.27% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 10,565 | $756.1K | 0.04% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 10,527 | $753.4K | 1.19% | +10,527 | New |
| Arete Wealth Advisors, LLC | 10,501 | $752.0K | 0.07% | −148−1.4% | Reduced |
| PDS Planning, Inc | 10,406 | $744.8K | 0.10% | +328+3.3% | Added |
| Huntington National Bank | 10,397 | $744.1K | 0.01% | +1,458+16.3% | Added |
| Independent Solutions Wealth Management, LLC | 10,383 | $743.1K | 0.20% | +1,599+18.2% | Added |
| Empower Advisory Group, LLC | 10,341 | $740.1K | 0.00% | +397+4.0% | Added |
| Eqis Capital Management, Inc. | 10,334 | $739.6K | 0.08% | −423−3.9% | Reduced |
| Affinity Wealth Management LLC | 10,301 | $737.2K | 0.17% | +204+2.0% | Added |
| First City Capital Management, Inc. | 10,186 | $729.0K | 0.43% | −1,422−12.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,177 | $728.3K | 0.02% | +254+2.6% | Added |
| Fox Run Management, L.L.C. | 10,130 | $725.0K | 0.20% | +10,130 | New |
| Summit Trail Advisors, LLC | 10,032 | $718.0K | 0.03% | +4,931+96.7% | Added |
| 1620 Investment Advisors, Inc. | 9,920 | $710.0K | 0.80% | +9+0.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 9,903 | $708.8K | 0.50% | −82−0.8% | Reduced |
| Aries Wealth Management | 9,846 | $704.7K | 0.27% | 00.0% | Unchanged |
| Key Financial Inc | 9,796 | $701.1K | 0.23% | +239+2.5% | Added |
| XTX Topco Ltd | 9,779 | $699.9K | 0.13% | +9,779 | New |
| Coastline Trust Co | 9,745 | $697.5K | 0.10% | 00.0% | Unchanged |
| Courier Capital LLC | 9,717 | $695.4K | 0.05% | 00.0% | Unchanged |
| Columbia Asset Management | 9,708 | $695.0K | 0.15% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 9,673 | $692.3K | 0.02% | +6,751+231.0% | Added |
| Oppenheimer & Co Inc | 9,505 | $680.3K | 0.01% | −916−8.8% | Reduced |
| Archford Capital Strategies, LLC | 9,786 | $674.4K | 0.13% | +2,226+29.4% | Added |
| Stonegate Investment Group, LLC | 9,398 | $672.6K | 0.02% | −214−2.2% | Reduced |
| Central Trust Co | 9,372 | $670.8K | 0.02% | +970+11.5% | Added |
| Hancock Whitney Corp | 9,352 | $669.0K | 0.03% | +1,001+12.0% | Added |
| Financial Advocates Investment Management | 9,315 | $666.7K | 0.05% | −14−0.2% | Reduced |
| DFPG Investments, LLC | 9,807 | $662.5K | 0.06% | +957+10.8% | Added |
| Northeast Financial Consultants Inc | 9,252 | $662.2K | 0.04% | +3,307+55.6% | Added |
| Advisory Services Network, LLC | 9,224 | $660.1K | 0.02% | −5,027−35.3% | Reduced |
| Atlas Capital Advisors LLC | 9,205 | $658.8K | 0.10% | −131−1.4% | Reduced |
| Cohen Investment Advisors LLC | 9,131 | $653.5K | 0.53% | −10.0% | Reduced |
| Old National Bancorp | 9,091 | $650.6K | 0.02% | −6,391−41.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,090 | $650.0K | 0.08% | +9,090 | New |
| Henry James International Management, Inc. | 8,976 | $642.4K | 0.28% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 8,912 | $637.8K | 0.05% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 8,825 | $631.6K | 0.10% | −41,855−82.6% | Reduced |
| Jarislowsky, Fraser Ltd | 8,812 | $630.7K | 0.00% | +8,812 | New |
| Oakworth Capital, Inc. | 8,808 | $630.4K | 0.05% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8,782 | $628.5K | 0.15% | +68+0.8% | Added |
| Brown Advisory Inc | 8,714 | $623.7K | 0.00% | +2,181+33.4% | Added |
| Wedbush Securities Inc | 8,645 | $619.0K | 0.03% | −2,894−25.1% | Reduced |
| Wick Capital Partners, LLC | 8,635 | $618.0K | 0.37% | +32+0.4% | Added |
| Nilsine Partners, LLC | 8,612 | $616.4K | 0.09% | −84−1.0% | Reduced |
| Cowa, LLC | 8,580 | $614.1K | 0.40% | −34,555−80.1% | Reduced |
| CWM, LLC | 8,517 | $610.0K | 0.00% | +666+8.5% | Added |
| Bray Capital Advisors | 8,500 | $608.3K | 0.18% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,493 | $607.8K | 0.02% | +280+3.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 8,444 | $604.3K | 0.03% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 8,427 | $603.0K | 0.09% | −4,183−33.2% | Reduced |
| RMB Capital Management, LLC | 8,413 | $602.1K | 0.02% | −554−6.2% | Reduced |
| Meridian Wealth Management, LLC | 8,358 | $598.2K | 0.05% | −2,370−22.1% | Reduced |
| HBK Sorce Advisory LLC | 8,340 | $596.9K | 0.03% | −171−2.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 8,314 | $595.0K | 0.18% | −37−0.4% | Reduced |
| Spire Wealth Management | 8,310 | $594.7K | 0.02% | +212+2.6% | Added |
| Garrison Asset Management, LLC | 8,309 | $594.7K | 0.36% | −152−1.8% | Reduced |
| Great Diamond Partners, LLC | 8,292 | $593.5K | 0.16% | −106−1.3% | Reduced |
| KCM Investment Advisors LLC | 8,212 | $587.7K | 0.02% | +25+0.3% | Added |
| Stelac Advisory Services LLC | 8,206 | $587.3K | 0.26% | −472−5.4% | Reduced |
| Vontobel Holding Ltd. | 8,201 | $586.9K | 0.01% | +191+2.4% | Added |
| Howard Financial Services, Ltd. | 8,177 | $585.3K | 0.14% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 8,153 | $583.5K | 0.18% | +521+6.8% | Added |
| SkyView Investment Advisors, LLC | 8,093 | $579.0K | 0.14% | +8,093 | New |
| Moors & Cabot, Inc. | 8,026 | $574.4K | 0.04% | −2,778−25.7% | Reduced |
| Ar Asset Management Inc | 8,000 | $573.0K | 0.15% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,977 | $570.9K | 0.02% | +17+0.2% | Added |
| Telemus Capital, LLC | 7,912 | $566.3K | 0.05% | +2,058+35.2% | Added |
| Legacy Financial Advisors, Inc. | 7,841 | $561.2K | 0.10% | +274+3.6% | Added |
| Nwam LLC | 7,826 | $560.1K | 0.05% | −28−0.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,823 | $559.9K | 0.04% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 7,710 | $551.8K | 0.06% | +117+1.5% | Added |
| KB Financial Partners, LLC | 7,682 | $550.0K | 0.15% | +6,972+982.0% | Added |
| Flagship Harbor Advisors, LLC | 7,661 | $548.3K | 0.05% | −50−0.6% | Reduced |
| Dana Investment Advisors, Inc. | 7,581 | $542.6K | 0.03% | +7,581 | New |
| TriaGen Wealth Management LLC | 7,530 | $538.9K | 0.25% | +7,530 | New |
| Stock Yards Bank & Trust Co | 7,514 | $537.8K | 0.02% | −65−0.9% | Reduced |
| Norinchukin Bank, The | 7,511 | $537.6K | 0.01% | −296−3.8% | Reduced |
| Fca Corp | 7,500 | $536.8K | 0.20% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,901 | $532.4K | 0.17% | −203−2.5% | Reduced |
| Inscription Capital, LLC | 7,327 | $524.4K | 0.16% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7,308 | $523.0K | 0.06% | +98+1.4% | Added |
| LVM Capital Management Ltd | 7,300 | $522.0K | 0.07% | −250−3.3% | Reduced |
| Merit Financial Group, LLC | 7,273 | $520.5K | 0.02% | +7,273 | New |
| Stevard, LLC | 7,248 | $518.7K | 0.49% | 00.0% | Unchanged |
| GDS Wealth Management | 7,233 | $517.7K | 0.08% | −9−0.1% | Reduced |
| Wilkinson Global Asset Management LLC | 7,173 | $513.4K | 0.04% | 00.0% | Unchanged |
| Eagle Strategies LLC | 7,170 | $513.2K | 0.12% | +229+3.3% | Added |
| Gradient Investments LLC | 7,090 | $507.4K | 0.01% | −442−5.9% | Reduced |
| Wealthcare Advisory Partners LLC | 7,060 | $505.3K | 0.02% | −312−4.2% | Reduced |
| Fruth Investment Management | 7,046 | $504.0K | 0.14% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 7,041 | $503.9K | 0.01% | +7,041 | New |
| Beacon Investment Advisory Services, Inc. | 7,000 | $501.0K | 0.02% | 00.0% | Unchanged |
| Five Oceans Advisors | 6,884 | $492.7K | 0.32% | 00.0% | Unchanged |
| Northstar Group, Inc. | 6,762 | $484.0K | 0.11% | +117+1.8% | Added |
| New England Research & Management, Inc. | 6,650 | $476.0K | 0.28% | 00.0% | Unchanged |