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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 8,366 | $566.5K | 0.04% | +340+4.2% | Added |
| HBK Sorce Advisory LLC | 8,387 | $568.0K | 0.03% | +47+0.6% | Added |
| Vontobel Holding Ltd. | 8,440 | $571.6K | 0.01% | +239+2.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 8,444 | $571.8K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 8,455 | $572.6K | 0.11% | +614+7.8% | Added |
| Wedbush Securities Inc | 8,457 | $573.0K | 0.03% | −188−2.2% | Reduced |
| MQS Management LLC | 8,489 | $574.9K | 0.35% | +3,328+64.5% | Added |
| Marks Group Wealth Management, Inc | 8,492 | $575.1K | 0.07% | +8,492 | New |
| Bray Capital Advisors | 8,500 | $575.6K | 0.18% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 8,523 | $577.2K | 0.46% | −608−6.7% | Reduced |
| SkyView Investment Advisors, LLC | 8,551 | $579.0K | 0.24% | +458+5.7% | Added |
| Nilsine Partners, LLC | 8,578 | $580.9K | 0.09% | −34−0.4% | Reduced |
| Wick Capital Partners, LLC | 8,620 | $583.7K | 0.33% | −15−0.2% | Reduced |
| Coastline Trust Co | 8,760 | $593.2K | 0.09% | −985−10.1% | Reduced |
| Oakworth Capital, Inc. | 8,807 | $596.4K | 0.05% | −10.0% | Reduced |
| Marcum Wealth, LLC | 8,814 | $596.9K | 0.07% | +1,104+14.3% | Added |
| Coldstream Capital Management Inc | 8,833 | $598.2K | 0.02% | +856+10.7% | Added |
| Hancock Whitney Corp | 8,887 | $601.8K | 0.02% | −465−5.0% | Reduced |
| RMB Capital Management, LLC | 8,901 | $602.8K | 0.02% | +488+5.8% | Added |
| Atlas Capital Advisors LLC | 8,938 | $605.3K | 0.10% | −267−2.9% | Reduced |
| Full Sail Capital, LLC | 8,943 | $605.6K | 0.05% | +31+0.3% | Added |
| Telemus Capital, LLC | 8,953 | $606.3K | 0.06% | +1,041+13.2% | Added |
| Eagle Strategies LLC | 9,012 | $610.3K | 0.15% | +1,842+25.7% | Added |
| Fulton Bank, N.A. | 9,113 | $617.1K | 0.03% | +4,903+116.5% | Added |
| FinTrust Capital Advisors, LLC | 9,229 | $625.0K | 0.14% | −3,444−27.2% | Reduced |
| CWM, LLC | 9,266 | $628.0K | 0.00% | +749+8.8% | Added |
| Old National Bancorp | 9,350 | $633.2K | 0.02% | +259+2.8% | Added |
| Advisory Services Network, LLC | 9,354 | $633.5K | 0.02% | +130+1.4% | Added |
| Stonegate Investment Group, LLC | 9,398 | $636.4K | 0.02% | 00.0% | Unchanged |
| Columbia Asset Management | 9,501 | $643.0K | 0.14% | −207−2.1% | Reduced |
| STF Management LP | 9,495 | $643.0K | 0.34% | +5,633+145.9% | Added |
| Resources Investment Advisors, LLC. | 9,559 | $647.3K | 0.01% | −114−1.2% | Reduced |
| Central Trust Co | 9,576 | $648.5K | 0.02% | +204+2.2% | Added |
| Huntington National Bank | 9,612 | $650.9K | 0.01% | −785−7.6% | Reduced |
| Brown Advisory Inc | 9,713 | $657.8K | 0.00% | +999+11.5% | Added |
| Courier Capital LLC | 9,717 | $658.0K | 0.05% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 9,781 | $662.4K | 0.01% | +4,461+83.9% | Added |
| JGP Global Gestao de Recursos Ltda. | 9,797 | $663.5K | 0.42% | −106−1.1% | Reduced |
| Key Financial Inc | 9,804 | $663.9K | 0.22% | +8+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 9,812 | $664.5K | 0.02% | −365−3.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,844 | $666.6K | 0.20% | −15,535−61.2% | Reduced |
| DRW Securities, LLC | 9,850 | $667.0K | 0.05% | −164,531−94.4% | Reduced |
| 1620 Investment Advisors, Inc. | 9,889 | $669.7K | 0.78% | −31−0.3% | Reduced |
| Mutual Advisors, LLC | 9,923 | $672.0K | 0.03% | +1,430+16.8% | Added |
| Penserra Capital Management LLC | 10,100 | $683.0K | 0.01% | +4,960+96.5% | Added |
| Moreno Evelyn V | 10,094 | $683.6K | 0.15% | +10,094 | New |
| Capital Wealth Planning, LLC | 10,100 | $684.0K | 0.01% | +4,960+96.5% | Added |
| Itau Unibanco Holding S.A. | 10,153 | $687.6K | 0.03% | −11,062−52.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 10,169 | $688.7K | 0.19% | −214−2.1% | Reduced |
| Fiduciary Group LLC | 10,175 | $689.1K | 0.09% | +7,214+243.6% | Added |
| First City Capital Management, Inc. | 10,186 | $689.8K | 0.43% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,451 | $691.3K | 0.03% | +3,710+55.0% | Added |
| Affinity Wealth Management LLC | 10,301 | $697.6K | 0.16% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 10,315 | $699.0K | 0.04% | −345−3.2% | Reduced |
| QP Wealth Management, LLC | 10,377 | $702.7K | 1.23% | −150−1.4% | Reduced |
| Empower Advisory Group, LLC | 10,435 | $706.7K | 0.00% | +94+0.9% | Added |
| Aries Wealth Management | 10,479 | $710.7K | 0.28% | +633+6.4% | Added |
| Berkshire Asset Management LLC | 10,565 | $715.5K | 0.04% | 00.0% | Unchanged |
| Axiom Investors LLC | 10,600 | $717.8K | 0.01% | −921,989−98.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $719.3K | 0.27% | 00.0% | Unchanged |
| Vista Investment Management | 10,623 | $719.4K | 0.38% | +4,723+80.1% | Added |
| Phillips Wealth Planners LLC | 11,181 | $720.3K | 0.98% | −2,042−15.4% | Reduced |
| Cutler Group LP | 10,737 | $727.0K | 0.12% | +10,737 | New |
| PDS Planning, Inc | 10,751 | $728.1K | 0.09% | +345+3.3% | Added |
| Arete Wealth Advisors, LLC | 10,800 | $731.4K | 0.13% | +299+2.8% | Added |
| Grandfield & Dodd, LLC | 10,837 | $733.9K | 0.05% | −869−7.4% | Reduced |
| Dana Investment Advisors, Inc. | 10,907 | $738.6K | 0.04% | +3,326+43.9% | Added |
| Forum Financial Management, LP | 11,025 | $746.6K | 0.02% | +33+0.3% | Added |
| Financial Advocates Investment Management | 11,100 | $751.7K | 0.06% | +1,785+19.2% | Added |
| CAPROCK Group, Inc. | 11,107 | $752.2K | 0.06% | +262+2.4% | Added |
| Regions Financial Corp | 11,126 | $753.5K | 0.01% | +38+0.3% | Added |
| Guerra Pan Advisors, LLC | 11,201 | $758.5K | 0.88% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 11,206 | $758.9K | 0.10% | −44−0.4% | Reduced |
| Venture Visionary Partners LLC | 11,229 | $760.4K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11,260 | $762.5K | 0.04% | −743−6.2% | Reduced |
| Schiavi & Co LLC | 11,371 | $770.0K | 0.33% | −100−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,420 | $773.4K | 0.00% | −405−3.4% | Reduced |
| Grove Bank & Trust | 11,507 | $779.3K | 0.16% | +339+3.0% | Added |
| Sage Rhino Capital LLC | 11,516 | $779.9K | 0.22% | +155+1.4% | Added |
| Cullinan Associates Inc | 11,530 | $780.8K | 0.05% | −10.0% | Reduced |
| M Holdings Securities, Inc. | 11,597 | $785.0K | 0.10% | +11,597 | New |
| DFPG Investments, LLC | 12,282 | $787.2K | 0.07% | +2,475+25.2% | Added |
| Voya Financial Advisors, Inc. | 11,725 | $790.5K | 0.10% | −452−3.7% | Reduced |
| Sittner & Nelson, LLC | 11,739 | $795.0K | 0.46% | +30.0% | Added |
| Proequities, Inc. | 11,756 | $796.1K | 0.06% | −306−2.5% | Reduced |
| Howland Capital Management LLC | 11,808 | $799.6K | 0.05% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 11,837 | $801.6K | 0.01% | +3,025+34.3% | Added |
| Jefferies Financial Group Inc. | 11,970 | $810.6K | 0.02% | −28,127−70.1% | Reduced |
| Empire Financial Management Company, LLC | 12,000 | $812.6K | 0.35% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 12,099 | $819.3K | 0.14% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 12,372 | $823.2K | 0.17% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 12,201 | $826.3K | 0.58% | −200−1.6% | Reduced |
| RB Capital Management, LLC | 12,203 | $826.4K | 0.27% | +56+0.5% | Added |
| TD Private Client Wealth LLC | 12,432 | $841.9K | 0.04% | −3,241−20.7% | Reduced |
| Stockman Wealth Management, Inc. | 12,600 | $853.3K | 0.19% | 00.0% | Unchanged |
| Davenport & Co LLC | 12,604 | $853.5K | 0.01% | −852−6.3% | Reduced |
| Texas Yale Capital Corp. | 12,645 | $856.3K | 0.04% | −1,480−10.5% | Reduced |
| Vise Technologies, Inc. | 12,660 | $857.3K | 0.21% | −1,969−13.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 12,769 | $864.7K | 0.51% | +1,227+10.6% | Added |
| MBM Wealth Consultants, LLC | 12,928 | $870.4K | 0.38% | +1,336+11.5% | Added |