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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 44,767 | $3.03M | 0.06% | +2,041+4.8% | Added |
| Cerity Partners LLC | 44,927 | $3.04M | 0.01% | −34,128−43.2% | Reduced |
| Park Avenue Securities LLC | 45,038 | $3.05M | 0.05% | +4,782+11.9% | Added |
| LMCG Investments, LLC | 45,553 | $3.08M | 0.21% | −2,145−4.5% | Reduced |
| Capital International Ltd | 45,923 | $3.11M | 0.18% | −291−0.6% | Reduced |
| Profund Advisors LLC | 45,925 | $3.11M | 0.17% | +10,080+28.1% | Added |
| Louisiana State Employees Retirement System | 46,100 | $3.12M | 0.07% | +9,100+24.6% | Added |
| International Biotechnology Trust PLC | 46,500 | $3.15M | 1.06% | +46,500 | New |
| Equitable Trust Co | 46,661 | $3.16M | 0.26% | −949−2.0% | Reduced |
| Hendley & Co Inc | 46,660 | $3.16M | 1.27% | +41,660+833.2% | Added |
| Bradley Foster & Sargent Inc | 44,663 | $3.20M | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 47,409 | $3.21M | 0.08% | +2,787+6.2% | Added |
| iA Global Asset Management Inc. | 48,558 | $3.29M | 0.09% | +12,054+33.0% | Added |
| Samjo Capital LLC | 48,720 | $3.30M | 1.30% | +48,720 | New |
| UBS Oconnor LLC | 49,542 | $3.35M | 0.06% | +16,000+47.7% | Added |
| Nwi Management LP | 50,000 | $3.39M | 0.59% | −50,000−50.0% | Reduced |
| Moore Capital Management, LP | 50,000 | $3.39M | 0.09% | +50,000 | New |
| Cetera Investment Advisers | 50,300 | $3.41M | 0.03% | −4,637−8.4% | Reduced |
| Yousif Capital Management, LLC | 51,122 | $3.46M | 0.04% | −1,095−2.1% | Reduced |
| Guardian Capital LP | 52,119 | $3.53M | 0.13% | −1,735−3.2% | Reduced |
| Keybank National Association | 52,440 | $3.55M | 0.02% | +51+0.1% | Added |
| Pacer Advisors, Inc. | 52,528 | $3.56M | 0.01% | +8,215+18.5% | Added |
| Wolverine Trading, LLC | 52,575 | $3.56M | 0.04% | +52,575 | New |
| Stanley-Laman Group, Ltd. | 52,952 | $3.59M | 0.61% | +52,952 | New |
| Madison Asset Management, LLC | 53,335 | $3.61M | 0.05% | +100.0% | Added |
| Phoenix Holdings Ltd. | 53,297 | $3.63M | 0.07% | +53,297 | New |
| Cresset Asset Management, LLC | 54,263 | $3.67M | 0.03% | +6,294+13.1% | Added |
| Patten Group, Inc. | 54,551 | $3.69M | 1.10% | −544−1.0% | Reduced |
| Advisors Asset Management, Inc. | 54,699 | $3.70M | 0.08% | +3,741+7.3% | Added |
| Ramirez Asset Management, Inc. | 56,429 | $3.82M | 0.82% | +56,429 | New |
| Mount Yale Investment Advisors, LLC | 56,511 | $3.83M | 0.42% | −5,286−8.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 57,334 | $3.88M | 0.51% | +22,373+64.0% | Added |
| Gluskin Sheff & Assoc Inc | 28,790 | $3.90M | 0.30% | −10,020−25.8% | Reduced |
| FourThought Financial Partners, LLC | 57,789 | $3.91M | 0.55% | +3,234+5.9% | Added |
| Point72 Middle East FZE | 58,128 | $3.94M | 0.24% | −62,170−51.7% | Reduced |
| Two Sigma Securities, LLC | 58,830 | $3.98M | 0.18% | +58,830 | New |
| Guardian Capital Advisors LP | 58,583 | $3.98M | 0.45% | −6,396−9.8% | Reduced |
| Nomura Asset Management Co Ltd | 59,654 | $4.04M | 0.02% | +7,596+14.6% | Added |
| Azzad Asset Management Inc | 59,741 | $4.05M | 0.57% | +753+1.3% | Added |
| Affinity Asset Advisors, LLC | 60,000 | $4.06M | 1.33% | 00.0% | Unchanged |
| First American Bank | 60,188 | $4.08M | 0.37% | +528+0.9% | Added |
| Sawtooth Solutions, LLC | 60,336 | $4.09M | 0.13% | −6,445−9.7% | Reduced |
| Bleakley Financial Group, LLC | 60,336 | $4.09M | 0.14% | −1,026−1.7% | Reduced |
| AIMZ Investment Advisors, LLC | 61,115 | $4.14M | 1.84% | −424−0.7% | Reduced |
| JustInvest LLC | 61,218 | $4.15M | 0.12% | +3,010+5.2% | Added |
| WSFS Capital Management, LLC | 61,702 | $4.18M | 0.27% | −726−1.2% | Reduced |
| South State Corp. | 62,508 | $4.23M | 0.40% | −183−0.3% | Reduced |
| Raymond James Trust N.A. | 62,939 | $4.26M | 0.13% | +3,556+6.0% | Added |
| Advisor Partners II, LLC | 62,989 | $4.27M | 0.17% | +12,726+25.3% | Added |
| Cetera Advisor Networks LLC | 63,982 | $4.33M | 0.03% | +10,320+19.2% | Added |
| Pathstone Family Office, LLC | 64,744 | $4.38M | 0.03% | +14,964+30.1% | Added |
| Private Advisor Group, LLC | 64,961 | $4.40M | 0.04% | −4,562−6.6% | Reduced |
| Shelton Capital Management | 65,314 | $4.42M | 0.16% | +14,286+28.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 65,584 | $4.44M | 0.00% | +12,249+23.0% | Added |
| Ingalls & Snyder LLC | 65,692 | $4.45M | 0.22% | +2,908+4.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 65,946 | $4.47M | 0.01% | +65,946 | New |
| CIBC World Markets Corp | 67,016 | $4.54M | 0.04% | +17,452+35.2% | Added |
| United Capital Financial Advisers, LLC | 69,972 | $4.74M | 0.03% | +5,473+8.5% | Added |
| Suvretta Capital Management, LLC | 70,490 | $4.77M | 0.26% | +34,600+96.4% | Added |
| ING Groep NV | 70,774 | $4.79M | 0.04% | +67,231+1,897.6% | Added |
| Wetherby Asset Management Inc | 71,426 | $4.84M | 0.27% | −1,460−2.0% | Reduced |
| Qube Research & Technologies Ltd | 71,456 | $4.84M | 0.01% | −502,413−87.5% | Reduced |
| Oppenheimer Asset Management Inc. | 72,862 | $4.93M | 0.08% | +22,977+46.1% | Added |
| Skba Capital Management LLC | 73,535 | $4.98M | 0.92% | 00.0% | Unchanged |
| Zimmer Partners, LP | 75,000 | $5.08M | 0.13% | +30,200+67.4% | Added |
| LSV Asset Management | 75,200 | $5.09M | 0.01% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 75,344 | $5.10M | 0.02% | +4,776+6.8% | Added |
| Northwestern Mutual Wealth Management Co | 75,725 | $5.13M | 0.01% | −13,841−15.5% | Reduced |
| Kestra Advisory Services, LLC | 75,950 | $5.14M | 0.05% | +12,330+19.4% | Added |
| Meitav Dash Investments Ltd | 76,076 | $5.16M | 0.08% | −78,054−50.6% | Reduced |
| Marietta Investment Partners LLC | 78,119 | $5.29M | 1.48% | −40.0% | Reduced |
| Ethic Inc. | 78,581 | $5.32M | 0.19% | +3,428+4.6% | Added |
| Pictet North America Advisors SA | 79,319 | $5.37M | 0.76% | −64,699−44.9% | Reduced |
| Atria Investments LLC | 79,548 | $5.39M | 0.10% | +8,044+11.2% | Added |
| Timber Creek Capital Management LLC | 79,682 | $5.40M | 1.95% | −1,350−1.7% | Reduced |
| DekaBank Deutsche Girozentrale | 80,000 | $5.42M | 0.01% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 84,199 | $5.70M | 1.01% | +56,051+199.1% | Added |
| Bellevue Group AG | 84,600 | $5.73M | 0.09% | −1,000−1.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 84,759 | $5.74M | 0.68% | −3,167−3.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 85,159 | $5.77M | 0.01% | −86,903−50.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 87,410 | $5.92M | 0.09% | +4,795+5.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 88,222 | $5.97M | 0.04% | −2,558−2.8% | Reduced |
| Wexford Capital LP | 88,794 | $6.01M | 1.37% | +31,897+56.1% | Added |
| Motco | 89,250 | $6.04M | 0.41% | −9,027−9.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 89,445 | $6.06M | 0.09% | +477+0.5% | Added |
| Manufacturers Life Insurance Company, The | 93,557 | $6.34M | 0.00% | +93,557 | New |
| Gabelli Funds LLC | 94,797 | $6.42M | 0.05% | +500+0.5% | Added |
| Endurant Capital Management LP | 96,444 | $6.53M | 5.87% | +35,636+58.6% | Added |
| SG Americas Securities, LLC | 97,210 | $6.58M | 0.09% | −10,278−9.6% | Reduced |
| Altrius Capital Management Inc | 98,084 | $6.64M | 1.97% | +1,226+1.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 102,117 | $6.92M | 0.03% | +102,117 | New |
| James Investment Research Inc | 104,922 | $7.11M | 0.94% | −356−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 105,490 | $7.14M | 0.03% | +10,103+10.6% | Added |
| Bessemer Group Inc | 107,414 | $7.28M | 0.02% | −11,066−9.3% | Reduced |
| Squarepoint Ops LLC | 112,476 | $7.62M | 0.04% | −15,025−11.8% | Reduced |
| WS Portfolio Advisory, LLC | 113,058 | $7.66M | 1.74% | +113,058 | New |
| Raymond James Financial Services Advisors, Inc. | 113,470 | $7.68M | 0.01% | −1,877−1.6% | Reduced |
| Bridgewater Associates, LP | 113,809 | $7.71M | 0.05% | +4,048+3.7% | Added |
| Oak Ridge Investments LLC | 115,391 | $7.81M | 1.00% | +2,647+2.3% | Added |
| Capital International Inc | 116,885 | $7.92M | 0.15% | +2,291+2.0% | Added |