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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 6,616 | $473.5K | 0.01% | +314+5.0% | Added |
| Cordatus Wealth Management LLC | 6,596 | $472.0K | 0.18% | +6,596 | New |
| Harbour Investments, Inc. | 6,577 | $470.7K | 0.02% | −29−0.4% | Reduced |
| Axxcess Wealth Management, LLC | 6,566 | $469.9K | 0.03% | −5,640−46.2% | Reduced |
| West Michigan Advisors, LLC | 6,559 | $469.4K | 0.19% | −694−9.6% | Reduced |
| First Manhattan Co | 6,550 | $468.8K | 0.00% | +3,081+88.8% | Added |
| Williams Jones Wealth Management, LLC. | 6,455 | $462.0K | 0.01% | −28−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,372 | $456.0K | 0.00% | +553+9.5% | Added |
| Resource Consulting Group Inc | 6,350 | $454.5K | 0.09% | +6,350 | New |
| Essex Financial Services, Inc. | 6,330 | $453.0K | 0.05% | +441+7.5% | Added |
| Comerica Securities,inc. | 6,307 | $451.4K | 0.03% | −418−6.2% | Reduced |
| Pitcairn Co | 6,273 | $449.0K | 0.04% | +35+0.6% | Added |
| McLean Asset Management Corp | 6,265 | $448.4K | 0.18% | 00.0% | Unchanged |
| Fiduciary Trust Co | 6,255 | $447.7K | 0.01% | +10+0.2% | Added |
| Patriot Investment Management Inc. | 6,254 | $447.6K | 0.04% | −326−5.0% | Reduced |
| Channing Global Advisors, LLC | 6,242 | $446.7K | 0.45% | +347+5.9% | Added |
| Abn Amro Investment Solutions | 6,218 | $445.0K | 0.01% | +335+5.7% | Added |
| Integrated Advisors Network LLC | 6,187 | $442.8K | 0.03% | −273−4.2% | Reduced |
| Haverford Trust Co | 6,178 | $442.2K | 0.00% | +606+10.9% | Added |
| Insigneo Advisory Services, LLC | 6,139 | $439.4K | 0.08% | +137+2.3% | Added |
| EverSource Wealth Advisors, LLC | 6,135 | $439.1K | 0.05% | −502−7.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 6,122 | $438.0K | 0.00% | −1,447−19.1% | Reduced |
| Ameritas Advisory Services, LLC | 6,741 | $437.2K | 0.06% | −4,098−37.8% | Reduced |
| Crumly & Associates Inc. | 6,101 | $436.6K | 0.17% | +1,147+23.2% | Added |
| Advisors Capital Management, LLC | 6,086 | $436.0K | 0.01% | +133+2.2% | Added |
| Holistic Financial Partners | 6,088 | $435.7K | 0.30% | −266−4.2% | Reduced |
| Mission Wealth Management, LP | 6,048 | $432.8K | 0.02% | −82−1.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,045 | $432.6K | 0.08% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 6,040 | $432.3K | 0.07% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 6,034 | $431.9K | 0.00% | −539−8.2% | Reduced |
| Noesis Capital Mangement Corp | 6,009 | $430.1K | 0.11% | 00.0% | Unchanged |
| NTV Asset Management LLC | 6,000 | $429.4K | 0.07% | 00.0% | Unchanged |
| XML Financial, LLC | 5,948 | $425.7K | 0.05% | 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 |
| Prospector Partners LLC | 5,885 | $421.2K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 5,875 | $420.5K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 5,861 | $419.5K | 0.06% | −429−6.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,856 | $419.1K | 0.17% | −2,927−33.3% | Reduced |
| Trust Co of Toledo NA | 5,806 | $415.5K | 0.07% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,782 | $413.8K | 0.05% | −720−11.1% | Reduced |
| Grimes & Company, Inc. | 5,728 | $409.9K | 0.01% | −185−3.1% | Reduced |
| Institute for Wealth Management, LLC. | 5,655 | $404.8K | 0.07% | +236+4.4% | Added |
| Daymark Wealth Partners, LLC | 5,615 | $401.9K | 0.03% | +5,615 | New |
| True North Advisors, LLC | 5,507 | $401.3K | 0.11% | −3,227−36.9% | Reduced |
| Joel Isaacson & Co., LLC | 5,607 | $401.3K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,590 | $400.1K | 0.04% | −342−5.8% | Reduced |
| BMS Financial Advisors, LLC | 5,586 | $399.8K | 0.26% | −2,286−29.0% | Reduced |
| Spinnaker Investment Group, LLC | 5,580 | $399.4K | 0.13% | −220−3.8% | Reduced |
| Monetary Management Group Inc | 5,500 | $393.6K | 0.12% | 00.0% | Unchanged |
| Trust Co of Vermont | 5,469 | $391.4K | 0.03% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 5,462 | $390.9K | 0.04% | +672+14.0% | Added |
| Pine Valley Investments Ltd Liability Co | 5,457 | $390.6K | 0.04% | +5,457 | New |
| FSM Wealth Advisors, LLC | 6,012 | $389.9K | 0.20% | +1,621+36.9% | Added |
| Cary Street Partner Investment Advisory LLC | 5,428 | $388.5K | 0.02% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 5,400 | $386.5K | 0.00% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 5,425 | $386.0K | 0.31% | −21−0.4% | Reduced |
| Pointe Capital Management LLC | 5,352 | $383.0K | 0.29% | +88+1.7% | Added |
| Thompson Siegel & Walmsley LLC | 5,350 | $383.0K | 0.01% | −106−1.9% | Reduced |
| Cumberland Partners Ltd | 5,345 | $382.5K | 0.04% | −100−1.8% | Reduced |
| First Affirmative Financial Network | 5,340 | $382.1K | 0.38% | −60−1.1% | Reduced |
| Driehaus Capital Management LLC | 5,320 | $380.8K | 0.00% | +5,320 | New |
| Focus Financial Network, Inc. | 5,310 | $380.0K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,275 | $377.5K | 0.03% | −255−4.6% | Reduced |
| Clark Capital Management Group, Inc. | 5,275 | $377.5K | 0.00% | −280−5.0% | Reduced |
| Financial Counselors Inc | 5,250 | $376.0K | 0.01% | +428+8.9% | Added |
| Henshaw Capital LLC | 5,238 | $374.9K | 0.02% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 5,223 | $373.8K | 0.13% | +87+1.7% | Added |
| McKinley Carter Wealth Services, Inc. | 5,185 | $371.1K | 0.03% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,162 | $369.4K | 0.08% | +112+2.2% | Added |
| MQS Management LLC | 5,161 | $369.4K | 0.25% | +5,161 | New |
| Good Life Advisors, LLC | 5,148 | $368.4K | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,147 | $368.4K | 0.01% | −109−2.1% | Reduced |
| Strategic Investment Solutions, Inc. | 5,053 | $368.1K | 0.08% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 5,140 | $367.9K | 0.00% | +1,510+41.6% | Added |
| Balentine LLC | 5,128 | $367.0K | 0.01% | +264+5.4% | Added |
| Penserra Capital Management LLC | 5,140 | $367.0K | 0.01% | +1,510+41.6% | Added |
| Baldwin Investment Management, LLC | 5,056 | $361.9K | 0.06% | 00.0% | Unchanged |
| American National Bank | 5,047 | $361.2K | 0.06% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 5,046 | $361.1K | 0.02% | −9−0.2% | Reduced |
| InterOcean Capital Group, LLC | 5,044 | $361.0K | 0.01% | +44+0.9% | Added |
| American Trust | 5,020 | $359.3K | 0.02% | −140−2.7% | Reduced |
| Wedmont Private Capital | 5,331 | $359.2K | 0.04% | +160+3.1% | Added |
| Johnson Investment Counsel Inc | 5,017 | $359.1K | 0.00% | +265+5.6% | Added |
| Hendley & Co Inc | 5,000 | $358.0K | 0.15% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 5,000 | $357.9K | 0.14% | −10,000−66.7% | Reduced |
| J.W. Cole Advisors, Inc. | 4,990 | $357.1K | 0.03% | −110−2.2% | Reduced |
| Warren Averett Asset Management, LLC | 4,916 | $351.8K | 0.02% | +4,916 | New |
| Wealth Dimensions Group, Ltd. | 4,911 | $351.5K | 0.13% | −6−0.1% | Reduced |
| Blueshift Asset Management, LLC | 4,892 | $350.1K | 0.13% | +4,892 | New |
| Simon Quick Advisors, LLC | 4,854 | $347.4K | 0.03% | +758+18.5% | Added |
| Kathmere Capital Management, LLC | 4,853 | $347.3K | 0.05% | +358+8.0% | Added |
| Legal Advantage Investments, Inc. | 4,800 | $343.5K | 0.23% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 4,797 | $343.3K | 0.20% | +308+6.9% | Added |
| Roberts Glore & Co Inc | 4,779 | $342.0K | 0.11% | −230−4.6% | Reduced |
| Advisors Management Group Inc | 4,774 | $342.0K | 0.10% | −140−2.8% | Reduced |
| 180 Wealth Advisors, LLC | 5,227 | $341.1K | 0.07% | +47+0.9% | Added |
| Avestar Capital, LLC | 4,729 | $338.5K | 0.06% | +202+4.5% | Added |
| Baron Wealth Management LLC | 4,729 | $338.5K | 0.21% | +571+13.7% | Added |
| Community Bank & Trust, Waco, Texas | 4,720 | $338.0K | 0.10% | −163−3.3% | Reduced |