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 |
|---|---|---|---|---|---|
| Parnassus Investments | 4,700 | $336.4K | 0.00% | −1,131−19.4% | Reduced |
| Independent Advisor Alliance | 4,653 | $333.0K | 0.01% | +475+11.4% | Added |
| Allworth Financial LP | 4,637 | $331.9K | 0.00% | −19−0.4% | Reduced |
| Aaron Wealth Advisors | 4,607 | $329.7K | 0.04% | +804+21.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,604 | $329.5K | 0.02% | +87+1.9% | Added |
| Wintrust Investments LLC | 4,588 | $328.0K | 0.03% | −2,140−31.8% | Reduced |
| Independent Financial Group, LLC | 4,576 | $327.5K | 0.02% | +79+1.8% | Added |
| Garner Asset Management Corp | 4,573 | $327.0K | 0.19% | −1,475−24.4% | Reduced |
| Glenview Trust Co | 4,550 | $325.6K | 0.01% | +172+3.9% | Added |
| Veracity Capital LLC | 4,547 | $325.4K | 0.14% | −64−1.4% | Reduced |
| Covenant Asset Management, LLC | 4,507 | $322.6K | 0.10% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,500 | $322.1K | 0.06% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,747 | $319.8K | 0.02% | −781−14.1% | Reduced |
| Diversified Trust Co | 4,463 | $319.4K | 0.01% | +151+3.5% | Added |
| E Fund Management Co., Ltd. | 4,420 | $316.0K | 0.02% | −950−17.7% | Reduced |
| Advisor OS, LLC | 4,383 | $313.7K | 0.05% | +177+4.2% | Added |
| 3Chopt Investment Partners, LLC | 4,375 | $313.1K | 0.16% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 4,347 | $311.1K | 0.00% | +235+5.7% | Added |
| DMG Group, LLC | 4,344 | $310.9K | 0.31% | −129−2.9% | Reduced |
| Aperture Investors, LLC | 4,340 | $310.6K | 0.04% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 4,337 | $310.4K | 0.10% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,328 | $309.8K | 0.07% | 00.0% | Unchanged |
| Simmons Bank | 4,317 | $309.0K | 0.03% | +257+6.3% | Added |
| Westover Capital Advisors, LLC | 4,311 | $308.5K | 0.11% | −17−0.4% | Reduced |
| Diversified, LLC | 4,290 | $307.0K | 0.08% | −62−1.4% | Reduced |
| Keudell/Morrison Wealth Management | 4,281 | $306.4K | 0.09% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 4,248 | $304.0K | 0.33% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 4,247 | $304.0K | 0.20% | −81−1.9% | Reduced |
| Altus Wealth Management, LLC | 4,243 | $303.7K | 0.24% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,210 | $301.3K | 0.01% | +1,156+37.9% | Added |
| Astoria Portfolio Advisors LLC. | 4,439 | $300.6K | 0.12% | +73+1.7% | Added |
| Equitable Holdings, Inc. | 4,192 | $300.0K | 0.00% | −19−0.5% | Reduced |
| Smithfield Trust Co | 4,209 | $300.0K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 4,168 | $299.0K | 0.00% | +944+29.3% | Added |
| FC Advisory LLC | 4,173 | $298.7K | 0.12% | +4,173 | New |
| Northwest Quadrant Wealth Management, LLC | 4,156 | $297.4K | 0.08% | −24−0.6% | Reduced |
| Optas, LLC | 4,142 | $296.4K | 0.10% | +317+8.3% | Added |
| Palladiem, LLC | 4,115 | $294.5K | 0.30% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 4,151 | $294.0K | 0.01% | +4,151 | New |
| Prudent Man Advisors, LLC | 4,063 | $291.0K | 0.11% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 4,058 | $290.4K | 0.03% | 00.0% | Unchanged |
| Fiera Capital Corp | 4,041 | $289.2K | 0.00% | −1,071−21.0% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,024 | $288.0K | 0.04% | +164+4.2% | Added |
| Sandler Capital Management | 4,000 | $286.3K | 0.04% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 4,000 | $286.3K | 0.19% | +4,000 | New |
| Wrapmanager Inc | 3,962 | $283.6K | 0.09% | +157+4.1% | Added |
| Hudock, Inc. | 3,945 | $282.4K | 0.07% | +569+16.9% | Added |
| WMS Partners, LLC | 3,912 | $280.0K | 0.02% | +88+2.3% | Added |
| Philadelphia Trust Co | 3,898 | $279.0K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,867 | $276.8K | 0.02% | +156+4.2% | Added |
| STF Management LP | 3,862 | $276.4K | 0.30% | −3,104−44.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,862 | $276.4K | 0.12% | +3,862 | New |
| We Are One Seven, LLC | 3,833 | $274.3K | 0.03% | −263−6.4% | Reduced |
| Cookson Peirce & Co Inc | 3,831 | $274.0K | 0.02% | −121−3.1% | Reduced |
| Thrive Wealth Management, LLC | 3,817 | $273.2K | 0.07% | +3,817 | New |
| Visionary Wealth Advisors | 3,791 | $271.3K | 0.02% | −96−2.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,752 | $268.5K | 0.02% | +3,752 | New |
| SFMG, LLC | 3,749 | $268.3K | 0.03% | −563−13.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,748 | $268.2K | 0.03% | +24+0.6% | Added |
| Wolverine Asset Management LLC | 3,743 | $267.9K | 0.01% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,734 | $267.2K | 0.01% | +652+21.2% | Added |
| Avalon Trust Co | 3,725 | $266.6K | 0.02% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 3,703 | $265.0K | 0.05% | 00.0% | Unchanged |
| NinePointTwo Capital | 3,627 | $259.0K | 0.10% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,604 | $257.9K | 0.02% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 3,599 | $257.6K | 0.05% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 3,832 | $257.0K | 0.03% | +199+5.5% | Added |
| Virtu Financial LLC | 3,577 | $256.0K | 0.02% | +3,577 | New |
| Investors Research Corp | 3,573 | $255.7K | 0.06% | −2,400−40.2% | Reduced |
| Ropes Wealth Advisors LLC | 3,558 | $254.6K | 0.04% | 00.0% | Unchanged |
| ING Groep NV | 3,543 | $253.6K | 0.00% | −857−19.5% | Reduced |
| Greenwood Gearhart Inc | 3,535 | $253.0K | 0.03% | +3,535 | New |
| SPC Financial, Inc. | 3,500 | $250.5K | 0.03% | −600−14.6% | Reduced |
| Clear Harbor Asset Management, LLC | 3,500 | $250.5K | 0.02% | +3,500 | New |
| Aspen Grove Capital, LLC | 3,500 | $250.5K | 0.08% | +3,500 | New |
| Allspring Global Investments Holdings, LLC | 3,485 | $249.4K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,476 | $249.1K | 0.01% | +74+2.2% | Added |
| Northcape Wealth Management, LLC | 3,450 | $246.9K | 0.09% | 00.0% | Unchanged |
| Seven Mile Advisory | 3,448 | $246.8K | 0.29% | +3,448 | New |
| Northwest Bancshares, Inc. | 3,447 | $246.7K | 0.04% | −1,072−23.7% | Reduced |
| Capital Market Strategies LLC | 3,431 | $245.6K | 0.23% | +3,431 | New |
| Fidelis Capital Partners, LLC | 3,429 | $245.4K | 0.09% | +733+27.2% | Added |
| Financial Architects, Inc | 3,421 | $244.8K | 0.04% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 3,414 | $244.4K | 0.11% | +3,414 | New |
| Western Wealth Management, LLC | 3,392 | $242.7K | 0.02% | −36−1.1% | Reduced |
| Cobblestone Capital Advisors LLC | 3,375 | $241.5K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 3,374 | $241.5K | 0.07% | +1,526+82.6% | Added |
| Kendall Capital Management | 3,366 | $241.0K | 0.11% | −275−7.6% | Reduced |
| Aureus Asset Management, LLC | 3,319 | $237.5K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,318 | $237.5K | 0.01% | +3,318 | New |
| Sage Mountain Advisors LLC | 3,312 | $237.0K | 0.03% | −31−0.9% | Reduced |
| Spears Abacus Advisors LLC | 3,310 | $236.9K | 0.02% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 3,298 | $236.0K | 0.17% | +203+6.6% | Added |
| Connecticut Wealth Management, LLC | 3,291 | $235.5K | 0.02% | +3,291 | New |
| FineMark National Bank & Trust | 3,285 | $235.1K | 0.01% | +3,285 | New |
| Drive Wealth Management, LLC | 3,259 | $233.3K | 0.09% | +3,259 | New |
| Jeppson Wealth Management, LLC | 3,232 | $231.3K | 0.10% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,226 | $230.9K | 0.02% | +4+0.1% | Added |
| Day & Ennis, LLC | 3,191 | $228.4K | 0.09% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,179 | $227.5K | 0.05% | −338−9.6% | Reduced |