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 |
|---|---|---|---|---|---|
| Lee Financial Co | 1,391 | $94.2K | 0.02% | +126+10.0% | Added |
| Armstrong Advisory Group, Inc | 1,419 | $96.1K | 0.01% | +100+7.6% | Added |
| MB, Levis & Associates, LLC | 1,430 | $96.8K | 0.06% | +10+0.7% | Added |
| Financial Perspectives, Inc | 1,444 | $97.8K | 0.04% | +148+11.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,456 | $98.6K | 0.05% | +1+0.1% | Added |
| Rosenberg Matthew Hamilton | 1,472 | $99.7K | 0.03% | −125−7.8% | Reduced |
| Bollard Group LLC | 1,479 | $100.0K | 0.00% | +10+0.7% | Added |
| Colonial Trust Co | 1,478 | $100.5K | 0.02% | +57+4.0% | Added |
| Luken Investment Analytics, LLC | 1,500 | $101.6K | 0.06% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,508 | $101.7K | 0.04% | +48+3.3% | Added |
| Banque Cantonale Vaudoise | 1,548 | $105.0K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,555 | $105.3K | 0.04% | −289−15.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,563 | $105.9K | 0.01% | +55+3.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,577 | $106.8K | 0.04% | +1,577 | New |
| Rise Advisors, LLC | 1,578 | $106.9K | 0.08% | +2+0.1% | Added |
| KBC Group NV | 1,615 | $109.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,635 | $110.7K | 0.02% | +346+26.8% | Added |
| Beaird Harris Wealth Management, LLC | 1,700 | $115.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,730 | $117.2K | 0.00% | −121−6.5% | Reduced |
| Hills Bank & Trust Co | 1,752 | $118.6K | 0.01% | −25−1.4% | Reduced |
| Sandy Spring Bank | 1,764 | $119.5K | 0.01% | −883−33.4% | Reduced |
| First Financial Corp | 1,794 | $121.5K | 0.07% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,807 | $122.4K | 0.00% | −124−6.4% | Reduced |
| Hexagon Capital Partners LLC | 1,815 | $122.9K | 0.03% | −288−13.7% | Reduced |
| New England Capital Financial Advisors LLC | 1,817 | $123.1K | 0.08% | −688−27.5% | Reduced |
| Zions Bancorporation, N.A. | 1,875 | $127.0K | 0.01% | −13−0.7% | Reduced |
| New Millennium Group LLC | 1,959 | $132.7K | 0.12% | −37−1.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 2,001 | $135.5K | 0.12% | +101+5.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,017 | $136.6K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,038 | $138.0K | 0.02% | −38−1.8% | Reduced |
| Farther Finance Advisors, LLC | 2,064 | $139.8K | 0.02% | +404+24.3% | Added |
| Icon Wealth Partners, LLC | 2,097 | $142.0K | 0.02% | +2,097 | New |
| JNBA Financial Advisors | 2,182 | $147.8K | 0.02% | +10+0.5% | Added |
| JFS Wealth Advisors, LLC | 2,253 | $152.6K | 0.01% | −10.0% | Reduced |
| Concord Wealth Partners | 2,322 | $157.2K | 0.03% | +10+0.4% | Added |
| Mendota Financial Group, LLC | 2,354 | $159.4K | 0.17% | +2,354 | New |
| Close Asset Management Ltd | 2,400 | $163.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,441 | $165.3K | 0.05% | +136+5.9% | Added |
| Headlands Technologies LLC | 2,908 | $196.9K | 0.10% | −11,661−80.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,960 | $200.5K | 0.01% | −106−3.5% | Reduced |
| Wealth Management Associates, Inc. | 2,964 | $200.7K | 0.12% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,000 | $203.2K | 0.14% | −1,000−25.0% | Reduced |
| StrategIQ Financial Group, LLC | 3,005 | $203.5K | 0.02% | +97+3.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 3,006 | $203.6K | 0.01% | +3,006 | New |
| Amundi | 3,025 | $203.7K | 0.00% | −353,049−99.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,019 | $204.0K | 0.00% | −1,132−27.3% | Reduced |
| Long Run Wealth Advisors, LLC | 3,029 | $205.1K | 0.07% | +4+0.1% | Added |
| WR Wealth Planners, LLC | 3,041 | $205.9K | 0.08% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,056 | $207.0K | 0.03% | +3,056 | New |
| First Citizens Financial Corp | 3,075 | $208.2K | 0.15% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 3,083 | $208.7K | 0.20% | +3,083 | New |
| New Jersey Better Educational Savings Trust | 3,100 | $209.9K | 0.51% | 00.0% | Unchanged |
| Boston Partners | 3,107 | $210.4K | 0.00% | +57+1.9% | Added |
| BSW Wealth Partners | 3,117 | $211.1K | 0.05% | +3,117 | New |
| Eudaimonia Partners, LLC | 3,151 | $213.4K | 0.05% | −28−0.9% | Reduced |
| Readystate Asset Management LP | 3,151 | $213.4K | 0.02% | +3,151 | New |
| Grant/GrossMendelsohn, LLC | 3,160 | $214.0K | 0.09% | +3+0.1% | Added |
| SFG Wealth Management, LLC. | 3,169 | $214.6K | 0.17% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 3,169 | $214.6K | 0.12% | 00.0% | Unchanged |
| Triumph Capital Management | 3,183 | $215.6K | 0.10% | +3,183 | New |
| Angeles Wealth Management, LLC | 3,187 | $215.8K | 0.03% | +3,187 | New |
| Day & Ennis, LLC | 3,191 | $216.1K | 0.08% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,201 | $216.8K | 0.01% | −533−14.3% | Reduced |
| Buckingham Strategic Partners | 3,205 | $217.0K | 0.01% | +3,205 | New |
| Aureus Asset Management, LLC | 3,215 | $217.7K | 0.02% | −104−3.1% | Reduced |
| Beaumont Financial Advisors, LLC | 3,222 | $218.2K | 0.02% | −4−0.1% | Reduced |
| Moody National Bank Trust Division | 3,254 | $220.4K | 0.01% | −350−9.7% | Reduced |
| Ropes Wealth Advisors LLC | 3,277 | $221.9K | 0.04% | −281−7.9% | Reduced |
| Arkadios Wealth Advisors | 3,308 | $224.0K | 0.02% | +496+17.6% | Added |
| Spears Abacus Advisors LLC | 3,310 | $224.2K | 0.02% | 00.0% | Unchanged |
| Parnassus Investments | 3,325 | $225.2K | 0.00% | −1,375−29.3% | Reduced |
| Wintrust Investments LLC | 3,331 | $226.0K | 0.02% | −1,257−27.4% | Reduced |
| Connecticut Wealth Management, LLC | 3,346 | $226.6K | 0.02% | +55+1.7% | Added |
| First National Bank of Hutchinson | 3,348 | $226.7K | 0.17% | +50+1.5% | Added |
| Capital Market Strategies LLC | 3,431 | $227.3K | 0.23% | 00.0% | Unchanged |
| Kendall Capital Management | 3,366 | $228.0K | 0.10% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 3,371 | $228.3K | 0.06% | +3,371 | New |
| Cobblestone Capital Advisors LLC | 3,375 | $228.6K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,392 | $229.7K | 0.01% | +3,392 | New |
| Western Wealth Management, LLC | 3,419 | $231.6K | 0.02% | +27+0.8% | Added |
| Northwest Bancshares, Inc. | 3,446 | $233.4K | 0.04% | −10.0% | Reduced |
| Clear Harbor Asset Management, LLC | 3,450 | $233.6K | 0.02% | −50−1.4% | Reduced |
| Northcape Wealth Management, LLC | 3,450 | $233.6K | 0.09% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 3,463 | $234.5K | 0.01% | +3,463 | New |
| Brighton Jones LLC | 3,468 | $234.9K | 0.01% | +150+4.5% | Added |
| Garden State Investment Advisory Services LLC | 3,474 | $235.3K | 0.11% | +60+1.8% | Added |
| Private Trust Co NA | 3,495 | $236.7K | 0.03% | +1,016+41.0% | Added |
| Veracity Capital LLC | 3,550 | $240.4K | 0.11% | −997−21.9% | Reduced |
| Investors Research Corp | 3,573 | $242.0K | 0.06% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 3,599 | $243.7K | 0.05% | 00.0% | Unchanged |
| NinePointTwo Capital | 3,627 | $245.0K | 0.10% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 3,619 | $245.1K | 0.03% | +3,619 | New |
| Seven Mile Advisory | 3,665 | $248.2K | 0.26% | +217+6.3% | Added |
| Choate Investment Advisors | 3,691 | $250.0K | 0.01% | +864+30.6% | Added |
| Hudock, Inc. | 3,695 | $250.2K | 0.06% | −250−6.3% | Reduced |
| Avalon Trust Co | 3,725 | $252.3K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 3,729 | $252.5K | 0.01% | −875−19.0% | Reduced |
| Drive Wealth Management, LLC | 3,741 | $253.3K | 0.09% | +482+14.8% | Added |
| Wolverine Asset Management LLC | 3,743 | $253.5K | 0.00% | 00.0% | Unchanged |
| SFMG, LLC | 3,773 | $255.5K | 0.03% | +24+0.6% | Added |