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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 17,901 | $1.21M | 0.05% | +2,231+14.2% | Added |
| Evergreen Capital Management LLC | 17,899 | $1.21M | 0.05% | −835−4.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 17,831 | $1.21M | 0.05% | −10−0.1% | Reduced |
| Bayesian Capital Management, LP | 17,800 | $1.21M | 0.14% | −32,500−64.6% | Reduced |
| Fragasso Group Inc. | 17,781 | $1.20M | 0.13% | +58+0.3% | Added |
| Verdence Capital Advisors LLC | 17,570 | $1.19M | 0.13% | +1,080+6.5% | Added |
| Malaga Cove Capital, LLC | 17,482 | $1.18M | 0.55% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17,770 | $1.18M | 0.06% | +2,315+15.0% | Added |
| HRT Financial LP | 17,326 | $1.17M | 0.01% | +4,988+40.4% | Added |
| Clarius Group, LLC | 17,308 | $1.17M | 0.11% | −1,517−8.1% | Reduced |
| Meridian Wealth Management, LLC | 17,242 | $1.17M | 0.07% | +8,884+106.3% | Added |
| LVW Advisors, LLC | 17,135 | $1.16M | 0.25% | −1,623−8.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 17,126 | $1.16M | 0.34% | +8,812+106.0% | Added |
| Connable Office Inc | 17,002 | $1.15M | 0.16% | +42+0.2% | Added |
| AdvisorNet Financial, Inc | 17,000 | $1.15M | 0.10% | +2,714+19.0% | Added |
| MAI Capital Management | 16,977 | $1.15M | 0.02% | −264−1.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.15M | 0.56% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 16,830 | $1.14M | 0.18% | +8,403+99.7% | Added |
| Kestra Private Wealth Services, LLC | 16,690 | $1.13M | 0.04% | −294−1.7% | Reduced |
| Valeo Financial Advisors, LLC | 16,657 | $1.13M | 0.05% | −344−2.0% | Reduced |
| Covenant Partners, LLC | 16,630 | $1.13M | 0.41% | −3,201−16.1% | Reduced |
| Leavell Investment Management, Inc. | 16,548 | $1.12M | 0.08% | −531−3.1% | Reduced |
| Beacon Pointe Advisors, LLC | 16,442 | $1.11M | 0.01% | +3,931+31.4% | Added |
| Ellevest, Inc. | 16,389 | $1.11M | 0.09% | +1,351+9.0% | Added |
| Tower Research Capital LLC (TRC) | 16,387 | $1.11M | 0.03% | −26,151−61.5% | Reduced |
| De Burlo Group Inc | 16,292 | $1.10M | 0.19% | 00.0% | Unchanged |
| Pinpoint Asset Management Ltd | 16,200 | $1.10M | 0.26% | +2,800+20.9% | Added |
| Ameritas Investment Partners, Inc. | 16,129 | $1.09M | 0.04% | +3,283+25.6% | Added |
| Prime Capital Investment Advisors, LLC | 16,091 | $1.09M | 0.02% | +104+0.7% | Added |
| Syon Capital LLC | 16,011 | $1.08M | 0.13% | +16,011 | New |
| SeaCrest Wealth Management, LLC | 15,987 | $1.08M | 0.14% | −245−1.5% | Reduced |
| Graham Capital Management, L.P. | 15,877 | $1.08M | 0.03% | +15,877 | New |
| Bank of Hawaii | 15,865 | $1.07M | 0.06% | +1,554+10.9% | Added |
| Geller Advisors LLC | 15,825 | $1.07M | 0.12% | −65−0.4% | Reduced |
| WESPAC Advisors, LLC | 15,798 | $1.07M | 0.80% | +781+5.2% | Added |
| Campbell & CO Investment Adviser LLC | 15,790 | $1.07M | 0.13% | +15,790 | New |
| EP Wealth Advisors, LLC | 15,644 | $1.06M | 0.02% | +750+5.0% | Added |
| Seven Eight Capital, LP | 15,593 | $1.06M | 0.12% | +6,768+76.7% | Added |
| Investors Asset Management of Georgia Inc | 15,890 | $1.05M | 0.58% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 15,495 | $1.05M | 0.02% | −300−1.9% | Reduced |
| Lido Advisors, LLC | 15,455 | $1.05M | 0.01% | +327+2.2% | Added |
| Hanson & Doremus Investment Management | 15,448 | $1.05M | 0.22% | −595−3.7% | Reduced |
| Fifth Third Bancorp | 15,380 | $1.04M | 0.00% | −147−0.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 15,306 | $1.04M | 0.54% | −171−1.1% | Reduced |
| Oarsman Capital, Inc. | 15,101 | $1.02M | 0.43% | +54+0.4% | Added |
| Westport Asset Management Inc | 15,000 | $1.02M | 0.60% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,952 | $1.01M | 0.03% | +124+0.8% | Added |
| Alera Investment Advisors, LLC | 14,765 | $999.9K | 0.16% | −22−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 14,625 | $990.4K | 0.20% | −1,818−11.1% | Reduced |
| Parallel Advisors, LLC | 14,481 | $980.7K | 0.03% | +650+4.7% | Added |
| SYSTM Wealth Solutions LLC | 14,439 | $977.8K | 0.15% | +1,196+9.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,438 | $977.8K | 0.24% | +11,440+381.6% | Added |
| Oppenheimer & Co Inc | 14,424 | $976.8K | 0.02% | +4,919+51.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 14,232 | $964.0K | 0.04% | −418−2.9% | Reduced |
| Confluence Wealth Services, Inc. | 14,021 | $949.5K | 0.19% | +513+3.8% | Added |
| Horizon Kinetics Asset Management LLC | 13,978 | $946.6K | 0.02% | −80−0.6% | Reduced |
| Advocate Group LLC | 13,965 | $945.7K | 0.22% | −481−3.3% | Reduced |
| Dakota Wealth Management | 13,872 | $939.4K | 0.04% | +88+0.6% | Added |
| Stratos Wealth Partners, LTD. | 13,854 | $938.2K | 0.02% | +864+6.7% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 13,800 | $937.5K | 0.81% | 00.0% | Unchanged |
| Wealth Alliance | 13,712 | $928.6K | 0.15% | +2,856+26.3% | Added |
| IHT Wealth Management, LLC | 13,645 | $924.0K | 0.05% | +597+4.6% | Added |
| Rathbone Brothers plc | 13,478 | $912.7K | 0.01% | +13,478 | New |
| Allen Investment Management LLC | 13,452 | $911.0K | 0.01% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 13,313 | $901.6K | 0.09% | +45+0.3% | Added |
| VELA Investment Management, LLC | 13,177 | $892.3K | 0.39% | +1,881+16.7% | Added |
| Marotta Asset Management | 13,156 | $890.9K | 0.21% | −238−1.8% | Reduced |
| West Family Investments, Inc. | 13,149 | $890.5K | 0.31% | +68+0.5% | Added |
| Intrust Bank NA | 13,107 | $887.6K | 0.11% | +437+3.4% | Added |
| Cedar Brook Financial Partners, LLC | 13,101 | $887.2K | 0.23% | +96+0.7% | Added |
| Hohimer Wealth Management, LLC | 13,047 | $883.5K | 0.25% | −284−2.1% | Reduced |
| Schechter Investment Advisors, LLC | 12,963 | $877.8K | 0.09% | −473−3.5% | Reduced |
| Riverview Capital Advisers, LLC | 12,920 | $874.9K | 0.39% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 12,885 | $872.6K | 0.17% | +182+1.4% | Added |
| Umb Bank N A | 12,875 | $871.9K | 0.01% | +869+7.2% | Added |
| MBM Wealth Consultants, LLC | 12,928 | $870.4K | 0.38% | +1,336+11.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 12,769 | $864.7K | 0.51% | +1,227+10.6% | Added |
| Vise Technologies, Inc. | 12,660 | $857.3K | 0.21% | −1,969−13.5% | Reduced |
| Texas Yale Capital Corp. | 12,645 | $856.3K | 0.04% | −1,480−10.5% | Reduced |
| Davenport & Co LLC | 12,604 | $853.5K | 0.01% | −852−6.3% | Reduced |
| Stockman Wealth Management, Inc. | 12,600 | $853.3K | 0.19% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12,432 | $841.9K | 0.04% | −3,241−20.7% | Reduced |
| RB Capital Management, LLC | 12,203 | $826.4K | 0.27% | +56+0.5% | Added |
| Moser Wealth Advisors, LLC | 12,201 | $826.3K | 0.58% | −200−1.6% | Reduced |
| Sanders Morris Harris LLC | 12,372 | $823.2K | 0.17% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 12,099 | $819.3K | 0.14% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 12,000 | $812.6K | 0.35% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 11,970 | $810.6K | 0.02% | −28,127−70.1% | Reduced |
| Jarislowsky, Fraser Ltd | 11,837 | $801.6K | 0.01% | +3,025+34.3% | Added |
| Howland Capital Management LLC | 11,808 | $799.6K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 11,756 | $796.1K | 0.06% | −306−2.5% | Reduced |
| Sittner & Nelson, LLC | 11,739 | $795.0K | 0.46% | +30.0% | Added |
| Voya Financial Advisors, Inc. | 11,725 | $790.5K | 0.10% | −452−3.7% | Reduced |
| DFPG Investments, LLC | 12,282 | $787.2K | 0.07% | +2,475+25.2% | Added |
| M Holdings Securities, Inc. | 11,597 | $785.0K | 0.10% | +11,597 | New |
| Cullinan Associates Inc | 11,530 | $780.8K | 0.05% | −10.0% | Reduced |
| Sage Rhino Capital LLC | 11,516 | $779.9K | 0.22% | +155+1.4% | Added |
| Grove Bank & Trust | 11,507 | $779.3K | 0.16% | +339+3.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,420 | $773.4K | 0.00% | −405−3.4% | Reduced |
| Schiavi & Co LLC | 11,371 | $770.0K | 0.33% | −100−0.9% | Reduced |