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 |
|---|---|---|---|---|---|
| SFG Wealth Management, LLC. | 3,169 | $226.8K | 0.19% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 3,169 | $226.8K | 0.12% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,155 | $225.8K | 0.02% | −139−4.2% | Reduced |
| New Jersey Better Educational Savings Trust | 3,100 | $221.9K | 0.52% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,120 | $221.1K | 0.21% | −594−16.0% | Reduced |
| Harvest Fund Management Co., Ltd | 3,088 | $221.0K | 0.04% | +1,331+75.8% | Added |
| International Assets Investment Management, LLC | 3,084 | $220.7K | 0.03% | −894−22.5% | Reduced |
| First Citizens Financial Corp | 3,075 | $220.1K | 0.15% | +3,075 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,066 | $219.4K | 0.01% | −143−4.5% | Reduced |
| Carr Financial Group Corp | 3,063 | $219.2K | 0.09% | −848−21.7% | Reduced |
| Boston Partners | 3,050 | $218.3K | 0.00% | −585−16.1% | Reduced |
| WR Wealth Planners, LLC | 3,041 | $217.6K | 0.08% | −4−0.1% | Reduced |
| Long Run Wealth Advisors, LLC | 3,025 | $216.5K | 0.07% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 3,012 | $215.6K | 0.10% | +3,012 | New |
| Credit Agricole S A | 3,000 | $214.7K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,998 | $214.5K | 0.05% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,994 | $214.3K | 0.03% | +41+1.4% | Added |
| Callan Capital, LLC | 2,980 | $213.3K | 0.02% | −67−2.2% | Reduced |
| Transcend Wealth Collective, LLC | 2,967 | $212.3K | 0.02% | −254−7.9% | Reduced |
| Wealth Management Associates, Inc. | 2,964 | $212.1K | 0.12% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,961 | $211.9K | 0.03% | +2,961 | New |
| Talisman Wealth Advisors LLC | 2,908 | $208.1K | 0.36% | −14−0.5% | Reduced |
| StrategIQ Financial Group, LLC | 2,908 | $208.1K | 0.02% | +2,908 | New |
| Marco Investment Management LLC | 2,904 | $207.8K | 0.02% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 2,900 | $207.6K | 0.20% | 00.0% | Unchanged |
| Renasant Bank | 2,870 | $205.4K | 0.17% | +2,870 | New |
| Salem Investment Counselors Inc | 2,867 | $205.2K | 0.01% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 3,157 | $204.7K | 0.08% | +3,157 | New |
| Toroso Investments, LLC | 2,856 | $204.0K | 0.01% | +2,856 | New |
| Ronald Blue Trust, Inc. | 2,924 | $203.0K | 0.00% | −2,440−45.5% | Reduced |
| Choate Investment Advisors | 2,827 | $202.3K | 0.01% | +2,827 | New |
| Arkadios Wealth Advisors | 2,812 | $201.3K | 0.02% | +2,812 | New |
| Claro Advisors LLC | 2,807 | $200.9K | 0.05% | +2,807 | New |
| Wealth Alliance Advisory Group, LLC | 2,800 | $200.4K | 0.07% | +2,800 | New |
| Perennial Advisors, LLC | 2,799 | $200.3K | 0.05% | +2,799 | New |
| Sandy Spring Bank | 2,647 | $189.5K | 0.01% | +82+3.2% | Added |
| Princeton Global Asset Management LLC | 2,559 | $183.2K | 0.05% | −2,200−46.2% | Reduced |
| New England Capital Financial Advisors LLC | 2,505 | $179.3K | 0.12% | +1,385+123.7% | Added |
| Private Trust Co NA | 2,479 | $177.4K | 0.02% | +162+7.0% | Added |
| IFP Advisors, Inc | 4,728 | $174.0K | 0.01% | −481−9.2% | Reduced |
| Close Asset Management Ltd | 2,400 | $172.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,359 | $168.8K | 0.00% | +280+13.5% | Added |
| Concord Wealth Partners | 2,312 | $165.5K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,305 | $165.0K | 0.04% | +876+61.3% | Added |
| JFS Wealth Advisors, LLC | 2,254 | $161.3K | 0.01% | +93+4.3% | Added |
| JNBA Financial Advisors | 2,172 | $155.5K | 0.02% | +41+1.9% | Added |
| Hexagon Capital Partners LLC | 2,103 | $150.5K | 0.04% | +479+29.5% | Added |
| Thompson Investment Management, Inc. | 2,076 | $148.6K | 0.02% | −44−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,017 | $144.4K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,996 | $142.9K | 0.13% | −596−23.0% | Reduced |
| First Horizon Advisors, Inc. | 1,931 | $138.2K | 0.00% | −9−0.5% | Reduced |
| Crewe Advisors LLC | 1,920 | $137.4K | 0.02% | −550−22.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,900 | $136.0K | 0.09% | +1,900 | New |
| Zions Bancorporation, N.A. | 1,888 | $135.1K | 0.01% | −2,431−56.3% | Reduced |
| Ancora Advisors, LLC | 1,851 | $132.5K | 0.00% | +22+1.2% | Added |
| Fairfield Financial Advisors, LTD | 1,844 | $132.0K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 1,794 | $128.4K | 0.08% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,777 | $127.2K | 0.02% | −445−20.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,700 | $121.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,660 | $118.8K | 0.03% | −170−9.3% | Reduced |
| KBC Group NV | 1,615 | $115.0K | 0.00% | −2,077−56.3% | Reduced |
| Rosenberg Matthew Hamilton | 1,597 | $114.3K | 0.04% | +1+0.1% | Added |
| Rise Advisors, LLC | 1,576 | $112.8K | 0.09% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,548 | $111.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,508 | $107.9K | 0.01% | +71+4.9% | Added |
| Luken Investment Analytics, LLC | 1,500 | $107.4K | 0.06% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,500 | $106.0K | 0.05% | −12,100−89.0% | Reduced |
| Bollard Group LLC | 1,469 | $105.0K | 0.00% | +528+56.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,455 | $104.1K | 0.05% | −229−13.6% | Reduced |
| Strengthening Families & Communities, LLC | 1,253 | $103.0K | 0.04% | +211+20.2% | Added |
| MB, Levis & Associates, LLC | 1,420 | $101.6K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 1,421 | $100.7K | 0.02% | −96−6.3% | Reduced |
| Tyler-Stone Wealth Management | 1,395 | $100.0K | 0.06% | +1,395 | New |
| BDO Wealth Advisors, LLC | 1,383 | $99.0K | 0.01% | +368+36.3% | Added |
| Kozak & Associates, Inc. | 1,460 | $95.3K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,319 | $94.4K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,309 | $93.7K | 0.02% | −2,300−63.7% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,295 | $93.0K | 0.01% | +1,295 | New |
| Financial Perspectives, Inc | 1,296 | $92.8K | 0.04% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,290 | $92.3K | 0.13% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,289 | $92.3K | 0.01% | −2−0.2% | Reduced |
| Lee Financial Co | 1,265 | $90.5K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,261 | $90.3K | 0.02% | −104−7.6% | Reduced |
| WealthPLAN Partners, LLC | 1,260 | $90.2K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,259 | $90.1K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,256 | $89.9K | 0.02% | −221−15.0% | Reduced |
| Pinnacle Bancorp, Inc. | 1,229 | $88.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,219 | $87.2K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,212 | $86.7K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,208 | $86.5K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,200 | $85.9K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,156 | $82.7K | 0.04% | +304+35.7% | Added |
| Clearstead Advisors, LLC | 1,047 | $74.9K | 0.00% | −50−4.6% | Reduced |
| North Star Investment Management Corp. | 1,039 | $74.4K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,030 | $74.0K | 0.01% | +35+3.5% | Added |
| Jones Financial Companies LLLP | 1,010 | $72.3K | 0.00% | +657+186.1% | Added |
| Adirondack Trust Co | 999 | $71.6K | 0.03% | +579+137.9% | Added |
| Quintet Private Bank (Europe) S.A. | 1,092 | $71.3K | 0.00% | +1,092 | New |
| Centennial Bank | 960 | $68.7K | 0.05% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 960 | $68.7K | 0.01% | +960 | New |