AstraZeneca PLC

AZN

Exchange: NYSE
Industry: Pharmaceutical Preparations
SEC CIK: 0000901832

SEC filings (opens in a new tab)

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, Q3 2023

Institutional positions in AstraZeneca PLC as of Sep 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: 1,075; 0 vs. Q2 2023
Shares held: 497.5M; +6.82M (+1.4%) vs. Q2 2023
Total value: $33.7B; −$1.40B (−4.0%) vs. Q2 2023
New holders: 100; 425 more added
Sold out: 100; 321 more reduced

18 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,075 institutions

Value heldQ3 2023: $33.7B

Institutions holding AZN and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,511	$151.3B
Q1 2026	1,389	$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, Q3 2023

Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q2 2023.

Institutions holding AZN in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coston, McIsaac & Partners	10	$0	0.00%	00.0%	Unchanged
California State Teachers Retirement System	1	$68	0.00%	00.0%	Unchanged
Lam Group, Inc.	2	$135	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	8	$534	0.00%	00.0%	Unchanged
TFC Financial Management	10	$678	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	14	$950	0.00%	00.0%	Unchanged
Colonial Trust Advisors	18	$1.22K	0.00%	00.0%	Unchanged
PFG Private Wealth Management, LLC	18	$1.22K	0.00%	00.0%	Unchanged
Solstein Capital, LLC	19	$1.29K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	19	$1.35K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	20	$1.35K	0.00%	+20	New
Carmichael Hill & Associates, Inc.	23	$1.56K	0.00%	00.0%	Unchanged
Earnest Partners LLC	25	$1.69K	0.00%	00.0%	Unchanged
WFA Asset Management Corp	25	$1.69K	0.00%	+25	New
Carmel Capital Partners, LLC	26	$1.73K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	27	$1.83K	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	28	$1.90K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	31	$2.10K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	35	$2.37K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	36	$2.44K	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	36	$2.46K	0.00%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	39	$2.64K	0.00%	00.0%	Unchanged
Perkins Coie Trust Co	39	$2.64K	0.00%	+39	New
Iron Horse Wealth Management, LLC	40	$2.71K	0.00%	+40	New
Copeland Capital Management, LLC	41	$2.78K	0.00%	00.0%	Unchanged
ORG Partners LLC	43	$2.91K	0.00%	−362−89.4%	Reduced
Winch Advisory Services, LLC	42	$3.00K	0.00%	00.0%	Unchanged
Financial Connections Group, Inc.	54	$3.00K	0.00%	00.0%	Unchanged
Bourgeon Capital Management LLC	47	$3.18K	0.00%	+47	New
Creative Financial Designs Inc	53	$3.59K	0.00%	+53	New
VisionPoint Advisory Group, LLC	60	$4.06K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	61	$4.13K	0.00%	00.0%	Unchanged
Blume Capital Management, Inc.	63	$4.27K	0.00%	00.0%	Unchanged
Duncker Streett & Co Inc	65	$4.40K	0.00%	00.0%	Unchanged
Founders Capital Management	68	$4.61K	0.00%	+68	New
Sofos Investments, Inc.	75	$4.89K	0.00%	+3+4.2%	Added
Cornerstone Planning Group LLC	73	$4.94K	0.00%	−1−1.4%	Reduced
Pin Oak Investment Advisors Inc	79	$5.00K	0.01%	00.0%	Unchanged
Avion Wealth	74	$5.00K	0.00%	−13−14.9%	Reduced
Tucker Asset Management LLC	75	$5.08K	0.00%	00.0%	Unchanged
Mark Sheptoff Financial Planning, LLC	100	$5.56K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	87	$5.89K	0.00%	00.0%	Unchanged
Private Ocean, LLC	88	$5.96K	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	88	$5.96K	0.01%	+88	New
PrairieView Partners, LLC	91	$6.00K	0.00%	00.0%	Unchanged
Country Trust Bank	92	$6.23K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	96	$6.51K	0.00%	−84−46.7%	Reduced
Truvestments Capital LLC	98	$6.64K	0.00%	00.0%	Unchanged
Delta Asset Management LLC	100	$6.77K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	100	$6.77K	0.00%	00.0%	Unchanged
WFA of San Diego, LLC	100	$6.77K	0.01%	00.0%	Unchanged
Peoples Financial Services Corp.	100	$6.77K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	100	$6.80K	0.00%	+74+284.6%	Added
PSI Advisors, LLC	101	$6.83K	0.00%	+1+1.0%	Added
CNB Bank	119	$8.06K	0.00%	−100−45.7%	Reduced
Kayne Anderson Rudnick Investment Management LLC	121	$8.19K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	121	$8.19K	0.00%	+6+5.2%	Added
Global Wealth Strategies & Associates	126	$8.53K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	148	$9.36K	0.00%	+14+10.4%	Added
Healthcare of Ontario Pension Plan Trust Fund	140	$9.48K	0.00%	00.0%	Unchanged
RFP Financial Group LLC	141	$9.52K	0.00%	−29−17.1%	Reduced
Caldwell Sutter Capital, Inc.	143	$9.68K	0.01%	00.0%	Unchanged
First Community Trust NA	150	$10.2K	0.01%	00.0%	Unchanged
Bell Investment Advisors, Inc	155	$10.5K	0.00%	+30+24.0%	Added
Stuart Chaussee & Associates, Inc.	165	$11.2K	0.00%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	166	$11.2K	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	168	$11.4K	0.02%	−10,980−98.5%	Reduced
BOK Financial Private Wealth, Inc.	168	$11.4K	0.00%	−7−4.0%	Reduced
West Oak Capital, LLC	175	$12.0K	0.01%	00.0%	Unchanged
Front Row Advisors LLC	181	$12.3K	0.01%	+12+7.1%	Added
Beacon Capital Management, LLC	174	$12.5K	0.00%	00.0%	Unchanged
FIL Ltd	190	$12.9K	0.00%	+8+4.4%	Added
Prestige Wealth Management Group LLC	192	$13.0K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	100	$13.5K	0.01%	00.0%	Unchanged
Old Second National Bank of Aurora	200	$13.5K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	200	$13.5K	0.00%	00.0%	Unchanged
Cambridge Trust Co	200	$13.5K	0.00%	00.0%	Unchanged
Antonetti Capital Management LLC	200	$13.5K	0.02%	00.0%	Unchanged
Maryland Capital Advisors Inc.	200	$13.5K	0.01%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	200	$13.5K	0.01%	00.0%	Unchanged
Coppell Advisory Solutions LLC	206	$14.0K	0.01%	+6+3.0%	Added
Hantz Financial Services, Inc.	214	$14.0K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	207	$14.0K	0.01%	−10−4.6%	Reduced
Arcadia Investment Management Corp	222	$15.0K	0.00%	00.0%	Unchanged
Missouri Trust & Investment Co	222	$15.0K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	224	$15.2K	0.00%	+1+0.4%	Added
St Germain D J Co Inc	225	$15.2K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	228	$15.4K	0.00%	00.0%	Unchanged
Abound Wealth Management	238	$16.1K	0.01%	00.0%	Unchanged
CoreFirst Bank & Trust	240	$16.3K	0.01%	+40+20.0%	Added
Gables Capital Management Inc.	250	$16.9K	0.01%	00.0%	Unchanged
Core Alternative Capital	250	$16.9K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	251	$17.0K	0.01%	−1−0.4%	Reduced
Mascoma Wealth Management LLC	264	$17.9K	0.01%	00.0%	Unchanged
Jones Financial Companies LLLP	271	$18.4K	0.00%	−739−73.2%	Reduced
Clear Investment Research, LLC	280	$19.0K	0.03%	00.0%	Unchanged
Caldwell Trust Co	285	$19.3K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	286	$19.4K	0.00%	00.0%	Unchanged
Tanglewood Legacy Advisors, LLC	286	$19.4K	0.01%	00.0%	Unchanged
Centerpoint Advisors, LLC	290	$20.0K	0.01%	00.0%	Unchanged