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 |
|---|---|---|---|---|---|
| Spinnaker Investment Group, LLC | 5,580 | $377.9K | 0.13% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,607 | $379.7K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 5,655 | $382.9K | 0.07% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 5,666 | $383.7K | 0.02% | +750+15.3% | Added |
| Johnson Investment Counsel Inc | 5,685 | $385.0K | 0.00% | +668+13.3% | Added |
| Inscription Capital, LLC | 5,727 | $387.8K | 0.13% | −1,600−21.8% | Reduced |
| Jacobi Capital Management LLC | 5,759 | $390.0K | 0.04% | −23−0.4% | Reduced |
| Grimes & Company, Inc. | 5,778 | $391.3K | 0.02% | +50+0.9% | Added |
| Pine Valley Investments Ltd Liability Co | 5,779 | $391.3K | 0.04% | +322+5.9% | Added |
| Hartford Funds Management Co LLC | 5,789 | $392.0K | 0.04% | +327+6.0% | Added |
| Trust Co of Toledo NA | 5,806 | $393.2K | 0.08% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 5,856 | $396.6K | 0.17% | 00.0% | Unchanged |
| Haverford Trust Co | 5,859 | $396.8K | 0.00% | −319−5.2% | Reduced |
| Henshaw Capital LLC | 5,865 | $397.2K | 0.02% | +627+12.0% | Added |
| IFP Advisors, Inc | 5,872 | $397.7K | 0.02% | +1,144+24.2% | Added |
| Prospector Partners LLC | 5,885 | $398.5K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 5,911 | $400.3K | 0.03% | +921+18.5% | Added |
| Clean Yield Group | 5,900 | $401.3K | 0.18% | 00.0% | Unchanged |
| XML Financial, LLC | 5,948 | $402.8K | 0.05% | 00.0% | Unchanged |
| NTV Asset Management LLC | 6,000 | $406.3K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 6,001 | $406.4K | 0.01% | −615−9.3% | Reduced |
| Essex Financial Services, Inc. | 6,006 | $406.7K | 0.05% | −324−5.1% | Reduced |
| Argent Trust Co | 6,006 | $406.7K | 0.02% | +131+2.2% | Added |
| Noesis Capital Mangement Corp | 6,009 | $406.9K | 0.11% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 6,010 | $407.0K | 0.04% | −244−3.9% | Reduced |
| We Are One Seven, LLC | 6,012 | $407.1K | 0.03% | +2,179+56.8% | Added |
| GPS Wealth Strategies Group, LLC | 6,015 | $407.3K | 0.08% | −30−0.5% | Reduced |
| Comerica Securities,inc. | 6,043 | $409.2K | 0.03% | −264−4.2% | Reduced |
| Balyasny Asset Management LLC | 6,070 | $411.1K | 0.00% | −296,107−98.0% | Reduced |
| Allworth Financial LP | 6,134 | $415.4K | 0.00% | +1,497+32.3% | Added |
| Crumly & Associates Inc. | 6,142 | $415.9K | 0.16% | +41+0.7% | Added |
| Integrated Advisors Network LLC | 6,171 | $417.9K | 0.03% | −16−0.3% | Reduced |
| Sage Mountain Advisors LLC | 6,179 | $418.4K | 0.06% | +2,867+86.6% | Added |
| Fiduciary Trust Co | 6,264 | $424.2K | 0.01% | +9+0.1% | Added |
| Norinchukin Bank, The | 6,273 | $424.8K | 0.01% | −1,238−16.5% | Reduced |
| First Heartland Consultants, Inc. | 6,286 | $426.0K | 0.05% | +6,286 | New |
| McLean Asset Management Corp | 6,265 | $426.1K | 0.17% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,299 | $426.6K | 0.02% | +1,152+22.4% | Added |
| FSM Wealth Advisors, LLC | 6,346 | $429.8K | 0.22% | +334+5.6% | Added |
| 180 Wealth Advisors, LLC | 6,372 | $431.5K | 0.10% | +1,145+21.9% | Added |
| GDS Wealth Management | 6,439 | $436.0K | 0.07% | −794−11.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,455 | $437.1K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 6,473 | $438.4K | 0.01% | +6,473 | New |
| Financial Security Advisor, Inc. | 6,514 | $441.1K | 0.20% | +6,514 | New |
| Diversified Trust Co | 6,517 | $441.3K | 0.02% | +2,054+46.0% | Added |
| Holistic Financial Partners | 6,528 | $442.1K | 0.29% | +440+7.2% | Added |
| Brown Brothers Harriman & Co | 6,547 | $443.4K | 0.00% | +513+8.5% | Added |
| Koshinski Asset Management, Inc. | 6,550 | $443.6K | 0.05% | +6,550 | New |
| First Manhattan Co | 6,550 | $443.6K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,682 | $448.0K | 0.05% | +1,351+25.3% | Added |
| New England Research & Management, Inc. | 6,650 | $450.0K | 0.26% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,665 | $451.4K | 0.00% | +293+4.6% | Added |
| Northstar Group, Inc. | 6,762 | $457.9K | 0.11% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,765 | $458.1K | 0.02% | −3,267−32.6% | Reduced |
| Banco de Sabadell, S.A | 6,850 | $460.0K | 0.40% | +1,425+26.3% | Added |
| Susquehanna International Group Ltd. | 6,802 | $460.6K | 0.11% | +6,802 | New |
| Harbour Investments, Inc. | 6,821 | $461.9K | 0.02% | +244+3.7% | Added |
| Wealthcare Advisory Partners LLC | 6,840 | $463.2K | 0.02% | −220−3.1% | Reduced |
| Five Oceans Advisors | 6,884 | $466.2K | 0.30% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 6,995 | $473.7K | 0.02% | +6,995 | New |
| Beacon Investment Advisory Services, Inc. | 7,000 | $474.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 7,004 | $474.3K | 0.05% | +1,414+25.3% | Added |
| Fruth Investment Management | 7,046 | $477.0K | 0.14% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,123 | $482.4K | 0.01% | +1,873+35.7% | Added |
| Insigneo Advisory Services, LLC | 7,162 | $485.0K | 0.10% | +1,023+16.7% | Added |
| Wilkinson Global Asset Management LLC | 7,173 | $485.8K | 0.04% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 7,189 | $486.8K | 0.02% | −325−4.3% | Reduced |
| Cowa, LLC | 7,200 | $487.6K | 0.33% | −1,380−16.1% | Reduced |
| Lindbrook Capital, LLC | 7,216 | $488.7K | 0.05% | −92−1.3% | Reduced |
| Stevard, LLC | 7,248 | $490.8K | 0.50% | 00.0% | Unchanged |
| Gradient Investments LLC | 7,259 | $491.6K | 0.01% | +169+2.4% | Added |
| LVM Capital Management Ltd | 7,300 | $494.0K | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7,474 | $506.1K | 0.03% | +2,046+37.7% | Added |
| Channing Global Advisors, LLC | 7,496 | $507.6K | 0.49% | +1,254+20.1% | Added |
| Fca Corp | 7,500 | $507.9K | 0.19% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 7,530 | $509.9K | 0.26% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 7,580 | $513.3K | 0.02% | +7,580 | New |
| Flagship Harbor Advisors, LLC | 7,672 | $519.5K | 0.04% | +11+0.1% | Added |
| KB Financial Partners, LLC | 7,684 | $520.0K | 0.15% | +20.0% | Added |
| Great Diamond Partners, LLC | 7,682 | $520.2K | 0.14% | −610−7.4% | Reduced |
| KCM Investment Advisors LLC | 7,718 | $522.7K | 0.02% | −494−6.0% | Reduced |
| Keating Investment Counselors Inc | 7,768 | $526.0K | 0.18% | +7,768 | New |
| Pitcairn Co | 7,777 | $526.7K | 0.04% | +1,504+24.0% | Added |
| West Michigan Advisors, LLC | 7,790 | $527.5K | 0.28% | +1,231+18.8% | Added |
| Citizens National Bank Trust Department | 7,935 | $537.4K | 0.15% | +7,935 | New |
| Spire Wealth Management | 7,985 | $540.8K | 0.02% | −325−3.9% | Reduced |
| Ar Asset Management Inc | 8,000 | $542.0K | 0.15% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,857 | $544.3K | 0.17% | −44−0.6% | Reduced |
| Garrison Asset Management, LLC | 8,090 | $547.9K | 0.33% | −219−2.6% | Reduced |
| Nwam LLC | 8,091 | $548.0K | 0.06% | +265+3.4% | Added |
| Siemens Fonds Invest GmbH | 8,100 | $548.5K | 0.06% | +8,100 | New |
| Quantbot Technologies LP | 8,105 | $548.9K | 0.04% | −19,063−70.2% | Reduced |
| Mission Wealth Management, LP | 8,109 | $549.2K | 0.02% | +2,061+34.1% | Added |
| Robertson Stephens Wealth Management, LLC | 8,123 | $550.1K | 0.04% | +300+3.8% | Added |
| Wealthspire Advisors, LLC | 8,148 | $551.8K | 0.01% | +1,107+15.7% | Added |
| Archford Capital Strategies, LLC | 8,194 | $554.9K | 0.11% | −1,592−16.3% | Reduced |
| Howard Financial Services, Ltd. | 8,234 | $557.6K | 0.13% | +57+0.7% | Added |
| Engineers Gate Manager LP | 8,286 | $561.1K | 0.02% | −27,866−77.1% | Reduced |
| Toronto Dominion Bank | 8,361 | $566.2K | 0.00% | +4,193+100.6% | Added |
| Merit Financial Group, LLC | 8,363 | $566.3K | 0.02% | +1,090+15.0% | Added |