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 |
|---|---|---|---|---|---|
| Umb Bank N A | 12,875 | $871.9K | 0.01% | +869+7.2% | Added |
| 9258 Wealth Management, LLC | 12,885 | $872.6K | 0.17% | +182+1.4% | Added |
| Riverview Capital Advisers, LLC | 12,920 | $874.9K | 0.39% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 12,963 | $877.8K | 0.09% | −473−3.5% | Reduced |
| Hohimer Wealth Management, LLC | 13,047 | $883.5K | 0.25% | −284−2.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 13,101 | $887.2K | 0.23% | +96+0.7% | Added |
| Intrust Bank NA | 13,107 | $887.6K | 0.11% | +437+3.4% | Added |
| West Family Investments, Inc. | 13,149 | $890.5K | 0.31% | +68+0.5% | Added |
| Marotta Asset Management | 13,156 | $890.9K | 0.21% | −238−1.8% | Reduced |
| VELA Investment Management, LLC | 13,177 | $892.3K | 0.39% | +1,881+16.7% | Added |
| Cyndeo Wealth Partners, LLC | 13,313 | $901.6K | 0.09% | +45+0.3% | Added |
| Allen Investment Management LLC | 13,452 | $911.0K | 0.01% | 00.0% | Unchanged |
| Rathbone Brothers plc | 13,478 | $912.7K | 0.01% | +13,478 | New |
| IHT Wealth Management, LLC | 13,645 | $924.0K | 0.05% | +597+4.6% | Added |
| Wealth Alliance | 13,712 | $928.6K | 0.15% | +2,856+26.3% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 13,800 | $937.5K | 0.81% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,854 | $938.2K | 0.02% | +864+6.7% | Added |
| Dakota Wealth Management | 13,872 | $939.4K | 0.04% | +88+0.6% | Added |
| Advocate Group LLC | 13,965 | $945.7K | 0.22% | −481−3.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 13,978 | $946.6K | 0.02% | −80−0.6% | Reduced |
| Confluence Wealth Services, Inc. | 14,021 | $949.5K | 0.19% | +513+3.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 14,232 | $964.0K | 0.04% | −418−2.9% | Reduced |
| Oppenheimer & Co Inc | 14,424 | $976.8K | 0.02% | +4,919+51.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,438 | $977.8K | 0.24% | +11,440+381.6% | Added |
| SYSTM Wealth Solutions LLC | 14,439 | $977.8K | 0.15% | +1,196+9.0% | Added |
| Parallel Advisors, LLC | 14,481 | $980.7K | 0.03% | +650+4.7% | Added |
| Personal Cfo Solutions, LLC | 14,625 | $990.4K | 0.20% | −1,818−11.1% | Reduced |
| Alera Investment Advisors, LLC | 14,765 | $999.9K | 0.16% | −22−0.1% | Reduced |
| First Hawaiian Bank | 14,952 | $1.01M | 0.03% | +124+0.8% | Added |
| Westport Asset Management Inc | 15,000 | $1.02M | 0.60% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 15,101 | $1.02M | 0.43% | +54+0.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 15,306 | $1.04M | 0.54% | −171−1.1% | Reduced |
| Fifth Third Bancorp | 15,380 | $1.04M | 0.00% | −147−0.9% | Reduced |
| Hanson & Doremus Investment Management | 15,448 | $1.05M | 0.22% | −595−3.7% | Reduced |
| Lido Advisors, LLC | 15,455 | $1.05M | 0.01% | +327+2.2% | Added |
| Ballentine Partners, LLC | 15,495 | $1.05M | 0.02% | −300−1.9% | Reduced |
| Investors Asset Management of Georgia Inc | 15,890 | $1.05M | 0.58% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 15,593 | $1.06M | 0.12% | +6,768+76.7% | Added |
| EP Wealth Advisors, LLC | 15,644 | $1.06M | 0.02% | +750+5.0% | Added |
| Campbell & CO Investment Adviser LLC | 15,790 | $1.07M | 0.13% | +15,790 | New |
| WESPAC Advisors, LLC | 15,798 | $1.07M | 0.80% | +781+5.2% | Added |
| Geller Advisors LLC | 15,825 | $1.07M | 0.12% | −65−0.4% | Reduced |
| Bank of Hawaii | 15,865 | $1.07M | 0.06% | +1,554+10.9% | Added |
| Graham Capital Management, L.P. | 15,877 | $1.08M | 0.03% | +15,877 | New |
| SeaCrest Wealth Management, LLC | 15,987 | $1.08M | 0.14% | −245−1.5% | Reduced |
| Syon Capital LLC | 16,011 | $1.08M | 0.13% | +16,011 | New |
| Prime Capital Investment Advisors, LLC | 16,091 | $1.09M | 0.02% | +104+0.7% | Added |
| Ameritas Investment Partners, Inc. | 16,129 | $1.09M | 0.04% | +3,283+25.6% | Added |
| Pinpoint Asset Management Ltd | 16,200 | $1.10M | 0.26% | +2,800+20.9% | Added |
| De Burlo Group Inc | 16,292 | $1.10M | 0.19% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,387 | $1.11M | 0.03% | −26,151−61.5% | Reduced |
| Ellevest, Inc. | 16,389 | $1.11M | 0.09% | +1,351+9.0% | Added |
| Beacon Pointe Advisors, LLC | 16,442 | $1.11M | 0.01% | +3,931+31.4% | Added |
| Leavell Investment Management, Inc. | 16,548 | $1.12M | 0.08% | −531−3.1% | Reduced |
| Covenant Partners, LLC | 16,630 | $1.13M | 0.41% | −3,201−16.1% | Reduced |
| Valeo Financial Advisors, LLC | 16,657 | $1.13M | 0.05% | −344−2.0% | Reduced |
| Kestra Private Wealth Services, LLC | 16,690 | $1.13M | 0.04% | −294−1.7% | Reduced |
| Altfest L J & Co Inc | 16,830 | $1.14M | 0.18% | +8,403+99.7% | Added |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.15M | 0.56% | 00.0% | Unchanged |
| MAI Capital Management | 16,977 | $1.15M | 0.02% | −264−1.5% | Reduced |
| AdvisorNet Financial, Inc | 17,000 | $1.15M | 0.10% | +2,714+19.0% | Added |
| Connable Office Inc | 17,002 | $1.15M | 0.16% | +42+0.2% | Added |
| China Universal Asset Management Co., Ltd. | 17,126 | $1.16M | 0.34% | +8,812+106.0% | Added |
| LVW Advisors, LLC | 17,135 | $1.16M | 0.25% | −1,623−8.7% | Reduced |
| Meridian Wealth Management, LLC | 17,242 | $1.17M | 0.07% | +8,884+106.3% | Added |
| Clarius Group, LLC | 17,308 | $1.17M | 0.11% | −1,517−8.1% | Reduced |
| HRT Financial LP | 17,326 | $1.17M | 0.01% | +4,988+40.4% | Added |
| Global Retirement Partners, LLC | 17,770 | $1.18M | 0.06% | +2,315+15.0% | Added |
| Malaga Cove Capital, LLC | 17,482 | $1.18M | 0.55% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 17,570 | $1.19M | 0.13% | +1,080+6.5% | Added |
| Fragasso Group Inc. | 17,781 | $1.20M | 0.13% | +58+0.3% | Added |
| Bayesian Capital Management, LP | 17,800 | $1.21M | 0.14% | −32,500−64.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 17,831 | $1.21M | 0.05% | −10−0.1% | Reduced |
| Evergreen Capital Management LLC | 17,899 | $1.21M | 0.05% | −835−4.5% | Reduced |
| Prospera Financial Services Inc | 17,901 | $1.21M | 0.05% | +2,231+14.2% | Added |
| Perigon Wealth Management, LLC | 17,987 | $1.22M | 0.05% | −718−3.8% | Reduced |
| Principal Street Partners, LLC | 18,070 | $1.22M | 0.24% | +9,288+105.8% | Added |
| Mitchell Capital Management Co | 18,092 | $1.23M | 0.29% | −121−0.7% | Reduced |
| Columbus Macro, LLC | 18,140 | $1.23M | 0.52% | −1,212−6.3% | Reduced |
| AE Wealth Management LLC | 18,198 | $1.23M | 0.01% | −996−5.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,203 | $1.23M | 0.62% | 00.0% | Unchanged |
| Whittier Trust Co | 18,327 | $1.24M | 0.02% | −338−1.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,401 | $1.25M | 0.02% | −3,546−16.2% | Reduced |
| Axxcess Wealth Management, LLC | 18,684 | $1.27M | 0.04% | +12,118+184.6% | Added |
| SAL Trading, LLC | 18,800 | $1.27M | 4.43% | +18,800 | New |
| Pinnacle Wealth Planning Services, Inc. | 18,889 | $1.28M | 0.21% | +1,168+6.6% | Added |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.29M | 0.20% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 19,402 | $1.31M | 0.97% | +482+2.5% | Added |
| Sigma Planning Corp | 19,642 | $1.33M | 0.05% | −713−3.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 19,855 | $1.34M | 0.12% | +500+2.6% | Added |
| Cetera Advisors LLC | 20,018 | $1.36M | 0.02% | +405+2.1% | Added |
| Boston Private Wealth LLC | 20,149 | $1.36M | 0.03% | −1,332−6.2% | Reduced |
| Handelsbanken Fonder AB | 20,230 | $1.37M | 0.01% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 20,373 | $1.38M | 0.18% | +20,373 | New |
| Level Four Advisory Services, LLC | 20,531 | $1.39M | 0.09% | +1,210+6.3% | Added |
| 1832 Asset Management L.P. | 20,668 | $1.40M | 0.00% | −2,114,137−99.0% | Reduced |
| Commerce Bank | 20,826 | $1.41M | 0.01% | +1,166+5.9% | Added |
| Eaton Financial Holdings Company, LLC | 20,865 | $1.41M | 0.38% | +20,865 | New |
| Henry James International Management, Inc. | 21,326 | $1.44M | 0.63% | +12,350+137.6% | Added |
| Edmp, Inc. | 21,189 | $1.45M | 1.48% | −1,367−6.1% | Reduced |