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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 11,260 | $762.5K | 0.04% | −743−6.2% | Reduced |
| Venture Visionary Partners LLC | 11,229 | $760.4K | 0.05% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 11,206 | $758.9K | 0.10% | −44−0.4% | Reduced |
| Guerra Pan Advisors, LLC | 11,201 | $758.5K | 0.88% | 00.0% | Unchanged |
| Regions Financial Corp | 11,126 | $753.5K | 0.01% | +38+0.3% | Added |
| CAPROCK Group, Inc. | 11,107 | $752.2K | 0.06% | +262+2.4% | Added |
| Financial Advocates Investment Management | 11,100 | $751.7K | 0.06% | +1,785+19.2% | Added |
| Forum Financial Management, LP | 11,025 | $746.6K | 0.02% | +33+0.3% | Added |
| Dana Investment Advisors, Inc. | 10,907 | $738.6K | 0.04% | +3,326+43.9% | Added |
| Grandfield & Dodd, LLC | 10,837 | $733.9K | 0.05% | −869−7.4% | Reduced |
| Arete Wealth Advisors, LLC | 10,800 | $731.4K | 0.13% | +299+2.8% | Added |
| PDS Planning, Inc | 10,751 | $728.1K | 0.09% | +345+3.3% | Added |
| Cutler Group LP | 10,737 | $727.0K | 0.12% | +10,737 | New |
| Phillips Wealth Planners LLC | 11,181 | $720.3K | 0.98% | −2,042−15.4% | Reduced |
| Vista Investment Management | 10,623 | $719.4K | 0.38% | +4,723+80.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $719.3K | 0.27% | 00.0% | Unchanged |
| Axiom Investors LLC | 10,600 | $717.8K | 0.01% | −921,989−98.9% | Reduced |
| Berkshire Asset Management LLC | 10,565 | $715.5K | 0.04% | 00.0% | Unchanged |
| Aries Wealth Management | 10,479 | $710.7K | 0.28% | +633+6.4% | Added |
| Empower Advisory Group, LLC | 10,435 | $706.7K | 0.00% | +94+0.9% | Added |
| QP Wealth Management, LLC | 10,377 | $702.7K | 1.23% | −150−1.4% | Reduced |
| Lake Street Advisors Group, LLC | 10,315 | $699.0K | 0.04% | −345−3.2% | Reduced |
| Affinity Wealth Management LLC | 10,301 | $697.6K | 0.16% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,451 | $691.3K | 0.03% | +3,710+55.0% | Added |
| First City Capital Management, Inc. | 10,186 | $689.8K | 0.43% | 00.0% | Unchanged |
| Fiduciary Group LLC | 10,175 | $689.1K | 0.09% | +7,214+243.6% | Added |
| Independent Solutions Wealth Management, LLC | 10,169 | $688.7K | 0.19% | −214−2.1% | Reduced |
| Itau Unibanco Holding S.A. | 10,153 | $687.6K | 0.03% | −11,062−52.1% | Reduced |
| Capital Wealth Planning, LLC | 10,100 | $684.0K | 0.01% | +4,960+96.5% | Added |
| Moreno Evelyn V | 10,094 | $683.6K | 0.15% | +10,094 | New |
| Penserra Capital Management LLC | 10,100 | $683.0K | 0.01% | +4,960+96.5% | Added |
| Mutual Advisors, LLC | 9,923 | $672.0K | 0.03% | +1,430+16.8% | Added |
| 1620 Investment Advisors, Inc. | 9,889 | $669.7K | 0.78% | −31−0.3% | Reduced |
| DRW Securities, LLC | 9,850 | $667.0K | 0.05% | −164,531−94.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,844 | $666.6K | 0.20% | −15,535−61.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,812 | $664.5K | 0.02% | −365−3.6% | Reduced |
| Key Financial Inc | 9,804 | $663.9K | 0.22% | +8+0.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 9,797 | $663.5K | 0.42% | −106−1.1% | Reduced |
| Driehaus Capital Management LLC | 9,781 | $662.4K | 0.01% | +4,461+83.9% | Added |
| Courier Capital LLC | 9,717 | $658.0K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 9,713 | $657.8K | 0.00% | +999+11.5% | Added |
| Huntington National Bank | 9,612 | $650.9K | 0.01% | −785−7.6% | Reduced |
| Central Trust Co | 9,576 | $648.5K | 0.02% | +204+2.2% | Added |
| Resources Investment Advisors, LLC. | 9,559 | $647.3K | 0.01% | −114−1.2% | Reduced |
| STF Management LP | 9,495 | $643.0K | 0.34% | +5,633+145.9% | Added |
| Columbia Asset Management | 9,501 | $643.0K | 0.14% | −207−2.1% | Reduced |
| Stonegate Investment Group, LLC | 9,398 | $636.4K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,354 | $633.5K | 0.02% | +130+1.4% | Added |
| Old National Bancorp | 9,350 | $633.2K | 0.02% | +259+2.8% | Added |
| CWM, LLC | 9,266 | $628.0K | 0.00% | +749+8.8% | Added |
| FinTrust Capital Advisors, LLC | 9,229 | $625.0K | 0.14% | −3,444−27.2% | Reduced |
| Fulton Bank, N.A. | 9,113 | $617.1K | 0.03% | +4,903+116.5% | Added |
| Eagle Strategies LLC | 9,012 | $610.3K | 0.15% | +1,842+25.7% | Added |
| Telemus Capital, LLC | 8,953 | $606.3K | 0.06% | +1,041+13.2% | Added |
| Full Sail Capital, LLC | 8,943 | $605.6K | 0.05% | +31+0.3% | Added |
| Atlas Capital Advisors LLC | 8,938 | $605.3K | 0.10% | −267−2.9% | Reduced |
| RMB Capital Management, LLC | 8,901 | $602.8K | 0.02% | +488+5.8% | Added |
| Hancock Whitney Corp | 8,887 | $601.8K | 0.02% | −465−5.0% | Reduced |
| Coldstream Capital Management Inc | 8,833 | $598.2K | 0.02% | +856+10.7% | Added |
| Marcum Wealth, LLC | 8,814 | $596.9K | 0.07% | +1,104+14.3% | Added |
| Oakworth Capital, Inc. | 8,807 | $596.4K | 0.05% | −10.0% | Reduced |
| Coastline Trust Co | 8,760 | $593.2K | 0.09% | −985−10.1% | Reduced |
| Wick Capital Partners, LLC | 8,620 | $583.7K | 0.33% | −15−0.2% | Reduced |
| Nilsine Partners, LLC | 8,578 | $580.9K | 0.09% | −34−0.4% | Reduced |
| SkyView Investment Advisors, LLC | 8,551 | $579.0K | 0.24% | +458+5.7% | Added |
| Cohen Investment Advisors LLC | 8,523 | $577.2K | 0.46% | −608−6.7% | Reduced |
| Bray Capital Advisors | 8,500 | $575.6K | 0.18% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 8,492 | $575.1K | 0.07% | +8,492 | New |
| MQS Management LLC | 8,489 | $574.9K | 0.35% | +3,328+64.5% | Added |
| Wedbush Securities Inc | 8,457 | $573.0K | 0.03% | −188−2.2% | Reduced |
| Legacy Financial Advisors, Inc. | 8,455 | $572.6K | 0.11% | +614+7.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 8,444 | $571.8K | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 8,440 | $571.6K | 0.01% | +239+2.9% | Added |
| HBK Sorce Advisory LLC | 8,387 | $568.0K | 0.03% | +47+0.6% | Added |
| Moors & Cabot, Inc. | 8,366 | $566.5K | 0.04% | +340+4.2% | Added |
| Merit Financial Group, LLC | 8,363 | $566.3K | 0.02% | +1,090+15.0% | Added |
| Toronto Dominion Bank | 8,361 | $566.2K | 0.00% | +4,193+100.6% | Added |
| Engineers Gate Manager LP | 8,286 | $561.1K | 0.02% | −27,866−77.1% | Reduced |
| Howard Financial Services, Ltd. | 8,234 | $557.6K | 0.13% | +57+0.7% | Added |
| Archford Capital Strategies, LLC | 8,194 | $554.9K | 0.11% | −1,592−16.3% | Reduced |
| Wealthspire Advisors, LLC | 8,148 | $551.8K | 0.01% | +1,107+15.7% | Added |
| Robertson Stephens Wealth Management, LLC | 8,123 | $550.1K | 0.04% | +300+3.8% | Added |
| Mission Wealth Management, LP | 8,109 | $549.2K | 0.02% | +2,061+34.1% | Added |
| Quantbot Technologies LP | 8,105 | $548.9K | 0.04% | −19,063−70.2% | Reduced |
| Siemens Fonds Invest GmbH | 8,100 | $548.5K | 0.06% | +8,100 | New |
| Nwam LLC | 8,091 | $548.0K | 0.06% | +265+3.4% | Added |
| Garrison Asset Management, LLC | 8,090 | $547.9K | 0.33% | −219−2.6% | Reduced |
| Accurate Wealth Management, LLC | 7,857 | $544.3K | 0.17% | −44−0.6% | Reduced |
| Ar Asset Management Inc | 8,000 | $542.0K | 0.15% | 00.0% | Unchanged |
| Spire Wealth Management | 7,985 | $540.8K | 0.02% | −325−3.9% | Reduced |
| Citizens National Bank Trust Department | 7,935 | $537.4K | 0.15% | +7,935 | New |
| West Michigan Advisors, LLC | 7,790 | $527.5K | 0.28% | +1,231+18.8% | Added |
| Pitcairn Co | 7,777 | $526.7K | 0.04% | +1,504+24.0% | Added |
| Keating Investment Counselors Inc | 7,768 | $526.0K | 0.18% | +7,768 | New |
| KCM Investment Advisors LLC | 7,718 | $522.7K | 0.02% | −494−6.0% | Reduced |
| Great Diamond Partners, LLC | 7,682 | $520.2K | 0.14% | −610−7.4% | Reduced |
| KB Financial Partners, LLC | 7,684 | $520.0K | 0.15% | +20.0% | Added |
| Flagship Harbor Advisors, LLC | 7,672 | $519.5K | 0.04% | +11+0.1% | Added |
| Dynamic Advisor Solutions LLC | 7,580 | $513.3K | 0.02% | +7,580 | New |
| TriaGen Wealth Management LLC | 7,530 | $509.9K | 0.26% | 00.0% | Unchanged |