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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 36,773 | $2.49M | 0.11% | +558+1.5% | Added |
| Caption Management, LLC | 36,000 | $2.44M | 0.31% | +35,979+171,328.6% | Added |
| RNC Capital Management LLC | 35,897 | $2.43M | 0.15% | −695−1.9% | Reduced |
| Aurora Investment Counsel | 35,638 | $2.41M | 1.60% | +35,638 | New |
| Searle & Co. | 35,350 | $2.39M | 0.81% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 35,161 | $2.38M | 0.25% | +1,176+3.5% | Added |
| Banco Santander, S.A. | 34,720 | $2.35M | 0.03% | −18,856−35.2% | Reduced |
| FORA Capital, LLC | 34,552 | $2.34M | 0.21% | +19,161+124.5% | Added |
| GWM Advisors LLC | 34,426 | $2.33M | 0.03% | +3,002+9.6% | Added |
| Snowden Capital Advisors LLC | 34,141 | $2.31M | 0.10% | −1,649−4.6% | Reduced |
| GTS Securities LLC | 33,735 | $2.28M | 0.05% | +33,735 | New |
| Assenagon Asset Management S.A. | 33,094 | $2.24M | 0.01% | +33,094 | New |
| Capital International Sarl | 32,945 | $2.23M | 0.10% | +1,684+5.4% | Added |
| Thoroughbred Financial Services, LLC | 32,918 | $2.23M | 0.22% | +15,429+88.2% | Added |
| Peapack Gladstone Financial Corp | 32,570 | $2.21M | 0.04% | +246+0.8% | Added |
| Paradigm Asset Management Co LLC | 17,025 | $2.20M | 0.62% | +15,825+1,318.8% | Added |
| Marshall Wace, LLP | 32,401 | $2.19M | 0.00% | −200,513−86.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32,304 | $2.19M | 0.00% | +7,439+29.9% | Added |
| Lincoln National Corp | 31,827 | $2.16M | 0.04% | +954+3.1% | Added |
| Schonfeld Strategic Advisors LLC | 31,700 | $2.15M | 0.02% | −65,600−67.4% | Reduced |
| Moran Wealth Management, LLC | 31,455 | $2.13M | 0.08% | +122+0.4% | Added |
| Prudential Financial Inc | 31,217 | $2.11M | 0.00% | +1,178+3.9% | Added |
| Cubist Systematic Strategies, LLC | 30,752 | $2.08M | 0.03% | −31,842−50.9% | Reduced |
| Ieq Capital, LLC | 30,284 | $2.05M | 0.04% | +689+2.3% | Added |
| Panagora Asset Management Inc | 30,008 | $2.03M | 0.01% | +1,928+6.9% | Added |
| Icon Advisers Inc | 30,000 | $2.03M | 0.50% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 29,476 | $2.00M | 0.04% | +18,453+167.4% | Added |
| Credential Qtrade Securities Inc. | 29,410 | $1.99M | 0.13% | −526−1.8% | Reduced |
| Jag Capital Management, LLC | 29,203 | $1.98M | 0.24% | −101−0.3% | Reduced |
| Greenleaf Trust | 29,195 | $1.98M | 0.02% | −5,607−16.1% | Reduced |
| NewEdge Wealth, LLC | 29,034 | $1.97M | 0.06% | +2,775+10.6% | Added |
| Bender Robert & Associates | 28,619 | $1.94M | 0.57% | −2,977−9.4% | Reduced |
| Veriti Management LLC | 28,539 | $1.93M | 0.22% | −7,803−21.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 28,419 | $1.92M | 0.40% | +28,419 | New |
| Americana Partners, LLC | 28,123 | $1.90M | 0.21% | +3,393+13.7% | Added |
| HB Wealth Management, LLC | 28,100 | $1.90M | 0.03% | +3,722+15.3% | Added |
| Avitas Wealth Management LLC | 28,062 | $1.90M | 0.36% | +28,062 | New |
| Colony Group LLC | 27,927 | $1.89M | 0.03% | −219−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 27,194 | $1.84M | 0.02% | −797−2.8% | Reduced |
| Jackson Wealth Management, LLC | 27,102 | $1.83M | 0.26% | +813+3.1% | Added |
| FDx Advisors, Inc. | 27,001 | $1.83M | 0.15% | −4,229−13.5% | Reduced |
| Cozad Asset Management Inc | 26,799 | $1.81M | 0.24% | +4,599+20.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 26,227 | $1.78M | 0.09% | −65−0.2% | Reduced |
| Old Port Advisors | 26,173 | $1.77M | 0.64% | +26,173 | New |
| NorthCrest Asset Manangement, LLC | 25,449 | $1.72M | 0.07% | −341−1.3% | Reduced |
| Cloverfields Capital Group, LP | 25,391 | $1.72M | 0.77% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 25,233 | $1.71M | 0.02% | +1,813+7.7% | Added |
| Pinnacle Associates Ltd | 25,213 | $1.71M | 0.03% | −191−0.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 24,866 | $1.68M | 0.12% | +696+2.9% | Added |
| AXA S.A. | 24,821 | $1.68M | 0.01% | +5,163+26.3% | Added |
| Sectoral Asset Management Inc | 24,820 | $1.68M | 0.33% | +3,594+16.9% | Added |
| FNY Investment Advisers, LLC | 24,800 | $1.68M | 1.00% | +24,800 | New |
| Quadrant Capital Group LLC | 24,484 | $1.66M | 0.17% | −145−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 24,361 | $1.65M | 0.03% | −909−3.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 24,353 | $1.65M | 0.12% | −33,966−58.2% | Reduced |
| Rhumbline Advisers | 24,350 | $1.65M | 0.00% | +876+3.7% | Added |
| Qtron Investments LLC | 24,344 | $1.65M | 0.31% | −8,823−26.6% | Reduced |
| Sequoia Financial Advisors, LLC | 24,314 | $1.65M | 0.03% | −1,385−5.4% | Reduced |
| Checchi Capital Advisers, LLC | 24,125 | $1.63M | 0.15% | −277−1.1% | Reduced |
| Calamos Wealth Management LLC | 24,124 | $1.63M | 0.12% | +8,313+52.6% | Added |
| Venturi Wealth Management, LLC | 24,116 | $1.63M | 0.13% | +53+0.2% | Added |
| Burney Co | 23,856 | $1.62M | 0.08% | +1,597+7.2% | Added |
| Ziegler Capital Management, LLC | 23,556 | $1.60M | 0.06% | −696−2.9% | Reduced |
| National Asset Management, Inc. | 23,504 | $1.59M | 0.04% | −18,694−44.3% | Reduced |
| Smith, Salley & Associates | 23,376 | $1.58M | 0.12% | +23,376 | New |
| Axq Capital, LP | 22,800 | $1.54M | 0.54% | +22,800 | New |
| Apollon Wealth Management, LLC | 22,471 | $1.52M | 0.08% | +6,575+41.4% | Added |
| Atria Wealth Solutions, Inc. | 22,454 | $1.52M | 0.02% | +306+1.4% | Added |
| Dillon & Associates Inc | 22,356 | $1.52M | 0.29% | +1,475+7.1% | Added |
| Stephens Inc | 22,315 | $1.51M | 0.03% | +1,013+4.8% | Added |
| Sound View Wealth Advisors Group, LLC | 22,307 | $1.51M | 0.19% | +485+2.2% | Added |
| Old Mission Capital LLC | 21,834 | $1.48M | 0.05% | −201,280−90.2% | Reduced |
| Vident Advisory, LLC | 21,706 | $1.47M | 0.05% | +21,706 | New |
| Benjamin Edwards Inc | 21,636 | $1.47M | 0.35% | +3,385+18.5% | Added |
| Eqis Capital Management, Inc. | 21,539 | $1.46M | 0.18% | +11,205+108.4% | Added |
| Edmp, Inc. | 21,189 | $1.45M | 1.48% | −1,367−6.1% | Reduced |
| Henry James International Management, Inc. | 21,326 | $1.44M | 0.63% | +12,350+137.6% | Added |
| Eaton Financial Holdings Company, LLC | 20,865 | $1.41M | 0.38% | +20,865 | New |
| Commerce Bank | 20,826 | $1.41M | 0.01% | +1,166+5.9% | Added |
| 1832 Asset Management L.P. | 20,668 | $1.40M | 0.00% | −2,114,137−99.0% | Reduced |
| Level Four Advisory Services, LLC | 20,531 | $1.39M | 0.09% | +1,210+6.3% | Added |
| NEOS Investment Management LLC | 20,373 | $1.38M | 0.18% | +20,373 | New |
| Handelsbanken Fonder AB | 20,230 | $1.37M | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 20,149 | $1.36M | 0.03% | −1,332−6.2% | Reduced |
| Cetera Advisors LLC | 20,018 | $1.36M | 0.02% | +405+2.1% | Added |
| Dorsey & Whitney Trust CO LLC | 19,855 | $1.34M | 0.12% | +500+2.6% | Added |
| Sigma Planning Corp | 19,642 | $1.33M | 0.05% | −713−3.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 19,402 | $1.31M | 0.97% | +482+2.5% | Added |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.29M | 0.20% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 18,889 | $1.28M | 0.21% | +1,168+6.6% | Added |
| SAL Trading, LLC | 18,800 | $1.27M | 4.43% | +18,800 | New |
| Axxcess Wealth Management, LLC | 18,684 | $1.27M | 0.04% | +12,118+184.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,401 | $1.25M | 0.02% | −3,546−16.2% | Reduced |
| Whittier Trust Co | 18,327 | $1.24M | 0.02% | −338−1.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,203 | $1.23M | 0.62% | 00.0% | Unchanged |
| AE Wealth Management LLC | 18,198 | $1.23M | 0.01% | −996−5.2% | Reduced |
| Columbus Macro, LLC | 18,140 | $1.23M | 0.52% | −1,212−6.3% | Reduced |
| Mitchell Capital Management Co | 18,092 | $1.23M | 0.29% | −121−0.7% | Reduced |
| Principal Street Partners, LLC | 18,070 | $1.22M | 0.24% | +9,288+105.8% | Added |
| Perigon Wealth Management, LLC | 17,987 | $1.22M | 0.05% | −718−3.8% | Reduced |