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 |
|---|---|---|---|---|---|
| Visionary Wealth Advisors | 3,791 | $256.7K | 0.02% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,792 | $256.8K | 0.02% | −120−3.1% | Reduced |
| Aaron Wealth Advisors | 3,813 | $258.2K | 0.03% | −794−17.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,846 | $260.4K | 0.00% | +361+10.4% | Added |
| Thrive Wealth Management, LLC | 3,866 | $261.8K | 0.07% | +49+1.3% | Added |
| Baldwin Brothers Inc | 3,867 | $261.9K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,844 | $262.0K | 0.05% | +3,844 | New |
| Himension Fund | 3,878 | $262.6K | 0.03% | +3,878 | New |
| Philadelphia Trust Co | 3,898 | $264.0K | 0.03% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,901 | $264.2K | 0.12% | +39+1.0% | Added |
| Independent Advisor Alliance | 3,918 | $265.3K | 0.01% | −735−15.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,843 | $266.0K | 0.09% | +123+2.6% | Added |
| Prudent Man Advisors, LLC | 3,932 | $266.3K | 0.11% | −131−3.2% | Reduced |
| Barry Investment Advisors, LLC | 3,975 | $269.3K | 0.10% | −362−8.3% | Reduced |
| Sandler Capital Management | 4,000 | $270.9K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 4,000 | $270.9K | 0.01% | +1,000+33.3% | Added |
| Foster Victor Wealth Advisors, LLC | 4,047 | $272.8K | 0.03% | +215+5.6% | Added |
| First Financial Bank - Trust Division | 4,058 | $274.8K | 0.03% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 4,386 | $278.1K | 0.13% | −53−1.2% | Reduced |
| Palladiem, LLC | 4,115 | $278.7K | 0.30% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 4,169 | $282.3K | 0.08% | +13+0.3% | Added |
| FC Advisory LLC | 4,173 | $282.6K | 0.12% | 00.0% | Unchanged |
| Garner Asset Management Corp | 4,174 | $283.0K | 0.17% | −399−8.7% | Reduced |
| Smithfield Trust Co | 4,209 | $285.0K | 0.02% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 4,219 | $285.7K | 0.01% | −825−16.4% | Reduced |
| DMG Group, LLC | 4,236 | $286.9K | 0.29% | −108−2.5% | Reduced |
| Cora Capital Advisors LLC | 4,242 | $287.3K | 0.19% | −5−0.1% | Reduced |
| Altus Wealth Management, LLC | 4,243 | $287.3K | 0.20% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 4,248 | $287.7K | 0.32% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 4,261 | $288.6K | 0.10% | −50−1.2% | Reduced |
| Keudell/Morrison Wealth Management | 4,294 | $290.8K | 0.09% | +13+0.3% | Added |
| Great Valley Advisor Group, Inc. | 4,311 | $291.7K | 0.01% | +835+24.0% | Added |
| American Trust | 4,320 | $292.6K | 0.02% | −700−13.9% | Reduced |
| Montecito Bank & Trust | 4,328 | $293.1K | 0.07% | 00.0% | Unchanged |
| Aperture Investors, LLC | 4,340 | $293.9K | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,357 | $295.1K | 0.03% | −497−10.2% | Reduced |
| Simmons Bank | 4,369 | $295.9K | 0.03% | +52+1.2% | Added |
| Legacy Capital Wealth Partners, LLC | 4,372 | $296.1K | 0.08% | +4,372 | New |
| Fidelis Capital Partners, LLC | 4,397 | $297.8K | 0.10% | +968+28.2% | Added |
| Diversified, LLC | 4,429 | $299.9K | 0.08% | +139+3.2% | Added |
| Granite Bay Wealth Management, LLC | 4,410 | $301.0K | 0.00% | +4,410 | New |
| Compass Ion Advisors, LLC | 4,460 | $302.0K | 0.05% | +4,460 | New |
| Strategic Advisors LLC | 4,500 | $304.7K | 0.06% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 4,507 | $305.2K | 0.09% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,542 | $307.6K | 0.09% | +1,983+77.5% | Added |
| Legal Advantage Investments, Inc. | 4,550 | $308.1K | 0.22% | −250−5.2% | Reduced |
| Harvest Fund Management Co., Ltd | 4,584 | $310.0K | 0.05% | +1,496+48.4% | Added |
| NBC Securities, Inc. | 4,581 | $310.0K | 0.03% | +4,581 | New |
| Baker Tilly Wealth Management, LLC | 4,592 | $311.0K | 0.05% | +4,592 | New |
| HM Payson & Co | 4,627 | $313.3K | 0.01% | +2,268+96.1% | Added |
| Equitable Holdings, Inc. | 4,630 | $313.5K | 0.00% | +438+10.4% | Added |
| World Equity Group, Inc. | 4,662 | $315.7K | 0.07% | +4,662 | New |
| Optas, LLC | 4,668 | $316.1K | 0.11% | +526+12.7% | Added |
| Independent Financial Group, LLC | 4,673 | $316.5K | 0.02% | +97+2.1% | Added |
| Advisors Management Group Inc | 4,696 | $318.0K | 0.10% | −78−1.6% | Reduced |
| Glenview Trust Co | 4,724 | $319.9K | 0.01% | +174+3.8% | Added |
| AQR Capital Management LLC | 4,740 | $321.0K | 0.00% | +4,740 | New |
| Roberts Glore & Co Inc | 4,779 | $323.6K | 0.11% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 4,804 | $325.3K | 0.00% | +4,804 | New |
| Advisor OS, LLC | 4,806 | $325.5K | 0.05% | +423+9.7% | Added |
| Avestar Capital, LLC | 4,825 | $326.7K | 0.05% | +96+2.0% | Added |
| Ronald Blue Trust, Inc. | 4,570 | $327.0K | 0.00% | +1,646+56.3% | Added |
| GM Advisory Group, Inc. | 4,845 | $328.1K | 0.03% | +4,845 | New |
| Balentine LLC | 4,871 | $329.9K | 0.01% | −257−5.0% | Reduced |
| Focus Financial Network, Inc. | 4,873 | $330.0K | 0.02% | −437−8.2% | Reduced |
| Barometer Capital Management Inc. | 4,900 | $331.8K | 0.10% | +4,900 | New |
| Keel Point, LLC | 4,905 | $332.2K | 0.05% | −956−16.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,931 | $333.9K | 0.17% | +4,931 | New |
| Baldwin Investment Management, LLC | 4,956 | $335.6K | 0.06% | −100−2.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,959 | $335.8K | 0.12% | +48+1.0% | Added |
| Quattro Financial Advisors LLC | 5,000 | $338.6K | 0.15% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 5,025 | $338.8K | 0.01% | −21−0.4% | Reduced |
| Northeast Financial Consultants Inc | 5,023 | $340.1K | 0.02% | −4,229−45.7% | Reduced |
| American National Bank | 5,047 | $341.8K | 0.06% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,050 | $342.0K | 0.08% | −112−2.2% | Reduced |
| Nations Financial Group Inc, | 5,051 | $342.1K | 0.03% | +5,051 | New |
| Trust Co of Vermont | 5,054 | $342.3K | 0.02% | −415−7.6% | Reduced |
| Guardian Wealth Management, Inc. | 5,121 | $346.8K | 0.32% | −5,693−52.6% | Reduced |
| Clark Capital Management Group, Inc. | 5,127 | $347.2K | 0.00% | −148−2.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,142 | $348.2K | 0.04% | +1,394+37.2% | Added |
| Kathmere Capital Management, LLC | 5,145 | $348.4K | 0.05% | +292+6.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 5,183 | $351.0K | 0.05% | +1,159+28.8% | Added |
| Aspen Grove Capital, LLC | 5,216 | $353.2K | 0.13% | +1,716+49.0% | Added |
| Rehmann Capital Advisory Group | 5,222 | $353.6K | 0.03% | −53−1.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,223 | $353.7K | 0.03% | +38+0.7% | Added |
| Gallacher Capital Management LLC | 5,239 | $354.8K | 0.22% | +442+9.2% | Added |
| Callan Capital, LLC | 5,241 | $354.9K | 0.04% | +2,261+75.9% | Added |
| Thompson Siegel & Walmsley LLC | 5,260 | $356.0K | 0.01% | −90−1.7% | Reduced |
| Baron Wealth Management LLC | 5,272 | $357.0K | 0.23% | +543+11.5% | Added |
| Fiera Capital Corp | 5,295 | $358.6K | 0.00% | +1,254+31.0% | Added |
| Jump Financial, LLC | 5,318 | $360.1K | 0.01% | +5,318 | New |
| Cumberland Partners Ltd | 5,345 | $362.0K | 0.03% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 5,380 | $364.3K | 0.03% | −235−4.2% | Reduced |
| Pointe Capital Management LLC | 5,385 | $364.7K | 0.29% | +33+0.6% | Added |
| Capital Asset Advisory Services LLC | 5,373 | $365.4K | 0.03% | +626+13.2% | Added |
| Boston Trust Walden Corp | 5,400 | $365.7K | 0.00% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 5,496 | $372.0K | 0.03% | +1,076+24.3% | Added |
| First Affirmative Financial Network | 5,495 | $372.1K | 0.36% | +155+2.9% | Added |
| Monetary Management Group Inc | 5,500 | $372.5K | 0.12% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,542 | $375.3K | 0.04% | −593−9.7% | Reduced |