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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Byrne Asset Management LLC | 300 | $20.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $20.3K | 0.01% | −297−49.7% | Reduced |
| TCTC Holdings, LLC | 300 | $20.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 318 | $20.4K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 303 | $20.5K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 310 | $21.0K | 0.01% | +207+201.0% | Added |
| GW&K Investment Management, LLC | 312 | $21.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 314 | $21.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 317 | $21.0K | 0.02% | +317 | New |
| Glen Eagle Advisors, LLC | 317 | $21.5K | 0.00% | +21+7.1% | Added |
| Northwest Investment Counselors, LLC | 322 | $21.8K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 330 | $22.3K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 334 | $22.6K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 347 | $23.5K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 350 | $23.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 350 | $24.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 350 | $24.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 348 | $24.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 356 | $24.1K | 0.00% | −16−4.3% | Reduced |
| Albion Financial Group | 360 | $24.4K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 365 | $25.0K | 0.00% | −665−64.6% | Reduced |
| Capital Analysts, LLC | 376 | $25.0K | 0.00% | +3+0.8% | Added |
| Laurel Wealth Advisors LLC | 375 | $25.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 375 | $25.4K | 0.00% | +19+5.3% | Added |
| Ogorek Anthony Joseph | 384 | $26.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 386 | $26.1K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 390 | $26.4K | 0.02% | +30+8.3% | Added |
| DB Wealth Management Group, LLC | 397 | $26.9K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 392 | $27.0K | 0.01% | −120−23.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 399 | $27.0K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 400 | $27.1K | 0.02% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 400 | $27.1K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 428 | $29.0K | 0.01% | +338+375.6% | Added |
| Catalyst Capital Advisors LLC | 438 | $29.7K | 0.00% | +106+31.9% | Added |
| HHM Wealth Advisors, LLC | 462 | $31.3K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 468 | $32.0K | 0.01% | +2+0.4% | Added |
| Archer Investment Corp | 474 | $32.1K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 475 | $32.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 481 | $32.6K | 0.01% | +114+31.1% | Added |
| Sunbelt Securities, Inc. | 491 | $33.3K | 0.00% | +26+5.6% | Added |
| Hollencrest Capital Management | 500 | $33.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 501 | $33.9K | 0.01% | +3+0.6% | Added |
| Financial Management Professionals, Inc. | 508 | $34.0K | 0.01% | −8−1.6% | Reduced |
| Baker Avenue Asset Management, LP | 514 | $34.8K | 0.00% | −318−38.2% | Reduced |
| LWM Advisory Services, LLC | 514 | $34.8K | 0.04% | +514 | New |
| Independence Bank of Kentucky | 515 | $34.9K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 528 | $35.8K | 0.01% | +528 | New |
| Cedar Wealth Management, LLC | 534 | $36.2K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 565 | $38.0K | 0.03% | −72,351−99.2% | Reduced |
| Horizon Investments, LLC | 574 | $38.9K | 0.00% | +574 | New |
| Nisa Investment Advisors, LLC | 600 | $40.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 600 | $40.6K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 600 | $40.6K | 0.04% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 601 | $40.7K | 0.01% | +4+0.7% | Added |
| Steward Financial Group LLC | 640 | $43.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 645 | $44.0K | 0.02% | −608−48.5% | Reduced |
| Center for Financial Planning, Inc. | 671 | $45.4K | 0.01% | +166+32.9% | Added |
| M&R Capital Management Inc | 687 | $46.5K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 688 | $46.6K | 0.02% | −118−14.6% | Reduced |
| Headinvest, LLC | 700 | $46.7K | 0.01% | +700 | New |
| Centiva Capital, LP | 694 | $47.0K | 0.00% | +694 | New |
| Resurgent Financial Advisors LLC | 710 | $48.1K | 0.03% | −145−17.0% | Reduced |
| Addison Advisors LLC | 730 | $49.4K | 0.02% | +232+46.6% | Added |
| Quent Capital, LLC | 741 | $50.2K | 0.01% | +1+0.1% | Added |
| Hallmark Capital Management Inc | 750 | $50.8K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 750 | $51.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 755 | $51.1K | 0.01% | −30−3.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 792 | $53.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 792 | $54.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 809 | $54.8K | 0.03% | +29+3.7% | Added |
| American State Bank (Iowa) | 849 | $57.5K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 882 | $59.7K | 0.02% | +1+0.1% | Added |
| JJJ Advisors Inc. | 890 | $60.3K | 0.02% | +66+8.0% | Added |
| Y.D. More Investments Ltd | 900 | $60.9K | 0.01% | −409−31.2% | Reduced |
| Pinnacle Holdings, LLC | 900 | $60.9K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 908 | $61.5K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 960 | $65.0K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 999 | $67.6K | 0.03% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 1,000 | $67.7K | 0.02% | +1,000 | New |
| Operose Advisors LLC | 1,006 | $68.1K | 0.03% | +796+379.0% | Added |
| Knights of Columbus Asset Advisors LLC | 1,016 | $68.8K | 0.01% | +56+5.8% | Added |
| North Star Investment Management Corp. | 1,039 | $70.4K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,060 | $72.0K | 0.00% | +530+100.0% | Added |
| Park Place Capital Corp | 1,074 | $72.7K | 0.02% | −2,300−68.2% | Reduced |
| Legacy Financial Group LLC | 1,114 | $75.4K | 0.02% | +1,114 | New |
| Sutton Wealth Advisors Inc. | 1,156 | $78.3K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,190 | $80.6K | 0.01% | −66−5.3% | Reduced |
| Bogart Wealth, LLC | 1,208 | $81.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,209 | $81.9K | 0.01% | +162+15.5% | Added |
| Optimum Investment Advisors | 1,212 | $82.1K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,229 | $83.2K | 0.03% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 1,253 | $84.9K | 0.00% | −144,018−99.1% | Reduced |
| Focused Wealth Management, Inc | 1,259 | $85.2K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,262 | $85.5K | 0.02% | +1+0.1% | Added |
| Dougherty Wealth Advisers LLC | 1,290 | $87.4K | 0.10% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,295 | $88.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,316 | $89.1K | 0.01% | +1,062+418.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,328 | $91.0K | 0.07% | +603+83.2% | Added |
| Salem Investment Counselors Inc | 1,361 | $92.2K | 0.00% | −1,506−52.5% | Reduced |
| Tyler-Stone Wealth Management | 1,395 | $94.0K | 0.05% | 00.0% | Unchanged |