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 | 1,388 | $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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 900 | $60.9K | 0.01% | −409−31.2% | Reduced |
| Pinnacle Holdings, LLC | 900 | $60.9K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 890 | $60.3K | 0.02% | +66+8.0% | Added |
| Stephens Consulting, LLC | 882 | $59.7K | 0.02% | +1+0.1% | Added |
| American State Bank (Iowa) | 849 | $57.5K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 809 | $54.8K | 0.03% | +29+3.7% | Added |
| Bartlett & Co. LLC | 792 | $54.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 792 | $53.6K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 755 | $51.1K | 0.01% | −30−3.8% | Reduced |
| Dividend Assets Capital, LLC | 750 | $51.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 750 | $50.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 741 | $50.2K | 0.01% | +1+0.1% | Added |
| Addison Advisors LLC | 730 | $49.4K | 0.02% | +232+46.6% | Added |
| Resurgent Financial Advisors LLC | 710 | $48.1K | 0.03% | −145−17.0% | Reduced |
| Centiva Capital, LP | 694 | $47.0K | 0.00% | +694 | New |
| Headinvest, LLC | 700 | $46.7K | 0.01% | +700 | New |
| Halpern Financial, Inc. | 688 | $46.6K | 0.02% | −118−14.6% | Reduced |
| M&R Capital Management Inc | 687 | $46.5K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 671 | $45.4K | 0.01% | +166+32.9% | Added |
| Strengthening Families & Communities, LLC | 645 | $44.0K | 0.02% | −608−48.5% | Reduced |
| Steward Financial Group LLC | 640 | $43.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 601 | $40.7K | 0.01% | +4+0.7% | Added |
| Nisa Investment Advisors, LLC | 600 | $40.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 600 | $40.6K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 600 | $40.6K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 574 | $38.9K | 0.00% | +574 | New |
| Clear Street Markets LLC | 565 | $38.0K | 0.03% | −72,351−99.2% | Reduced |
| Cedar Wealth Management, LLC | 534 | $36.2K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 528 | $35.8K | 0.01% | +528 | New |
| Independence Bank of Kentucky | 515 | $34.9K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 514 | $34.8K | 0.00% | −318−38.2% | Reduced |
| LWM Advisory Services, LLC | 514 | $34.8K | 0.04% | +514 | New |
| Financial Management Professionals, Inc. | 508 | $34.0K | 0.01% | −8−1.6% | Reduced |
| Atlantic Trust, LLC | 501 | $33.9K | 0.01% | +3+0.6% | Added |
| Hollencrest Capital Management | 500 | $33.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 491 | $33.3K | 0.00% | +26+5.6% | Added |
| Raffa Wealth Management, LLC | 481 | $32.6K | 0.01% | +114+31.1% | Added |
| Estabrook Capital Management | 475 | $32.2K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 474 | $32.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 468 | $32.0K | 0.01% | +2+0.4% | Added |
| HHM Wealth Advisors, LLC | 462 | $31.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 438 | $29.7K | 0.00% | +106+31.9% | Added |
| Nemes Rush Group LLC | 428 | $29.0K | 0.01% | +338+375.6% | Added |
| Robbins Farley LLC | 400 | $27.1K | 0.02% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 400 | $27.1K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 399 | $27.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 392 | $27.0K | 0.01% | −120−23.4% | Reduced |
| DB Wealth Management Group, LLC | 397 | $26.9K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 390 | $26.4K | 0.02% | +30+8.3% | Added |
| Anchor Investment Management, LLC | 386 | $26.1K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 384 | $26.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 375 | $25.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 375 | $25.4K | 0.00% | +19+5.3% | Added |
| Tradition Wealth Management, LLC | 365 | $25.0K | 0.00% | −665−64.6% | Reduced |
| Capital Analysts, LLC | 376 | $25.0K | 0.00% | +3+0.8% | Added |
| Albion Financial Group | 360 | $24.4K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 356 | $24.1K | 0.00% | −16−4.3% | Reduced |
| Valley National Advisers Inc | 350 | $24.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 350 | $24.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 348 | $24.0K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 350 | $23.7K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 347 | $23.5K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 334 | $22.6K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 330 | $22.3K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 322 | $21.8K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 317 | $21.5K | 0.00% | +21+7.1% | Added |
| GW&K Investment Management, LLC | 312 | $21.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 314 | $21.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 317 | $21.0K | 0.02% | +317 | New |
| Glass Jacobson Investment Advisors llc | 310 | $21.0K | 0.01% | +207+201.0% | Added |
| Castleview Partners, LLC | 303 | $20.5K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 318 | $20.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $20.3K | 0.01% | −297−49.7% | Reduced |
| TCTC Holdings, LLC | 300 | $20.3K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 290 | $20.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $20.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 286 | $19.4K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 286 | $19.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 285 | $19.3K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 280 | $19.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 271 | $18.4K | 0.00% | −739−73.2% | Reduced |
| Mascoma Wealth Management LLC | 264 | $17.9K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 251 | $17.0K | 0.01% | −1−0.4% | Reduced |
| Gables Capital Management Inc. | 250 | $16.9K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 250 | $16.9K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 240 | $16.3K | 0.01% | +40+20.0% | Added |
| Abound Wealth Management | 238 | $16.1K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 228 | $15.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 225 | $15.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 224 | $15.2K | 0.00% | +1+0.4% | Added |
| Arcadia Investment Management Corp | 222 | $15.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 222 | $15.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 207 | $14.0K | 0.01% | −10−4.6% | Reduced |
| Hantz Financial Services, Inc. | 214 | $14.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 206 | $14.0K | 0.01% | +6+3.0% | Added |
| Old Second National Bank of Aurora | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $13.5K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $13.5K | 0.01% | 00.0% | Unchanged |