Skip to main content

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.

Institutional holdersQ3 2023: 1,075 institutions
Q1 2021: 757 institutionsQ2 2021: 772 institutionsQ3 2021: 911 institutionsQ4 2021: 952 institutionsQ1 2022: 984 institutionsQ2 2022: 1,019 institutionsQ3 2022: 968 institutionsQ4 2022: 1,063 institutionsQ1 2023: 1,057 institutionsQ2 2023: 1,093 institutionsQ3 2023: 1,075 institutionsQ4 2023: 1,131 institutionsQ1 2024: 1,141 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,230 institutionsQ4 2024: 1,222 institutionsQ1 2025: 1,251 institutionsQ2 2025: 1,223 institutionsQ3 2025: 1,292 institutionsQ4 2025: 1,410 institutionsQ1 2026: 1,388 institutionsQ2 2026: 1,511 institutions
Value heldQ3 2023: $33.7B
Q1 2021: $20.4BQ2 2021: $26.1BQ3 2021: $31.1BQ4 2021: $29.4BQ1 2022: $34.3BQ2 2022: $34.9BQ3 2022: $28.3BQ4 2022: $34.2BQ1 2023: $35.0BQ2 2023: $35.4BQ3 2023: $33.7BQ4 2023: $33.2BQ1 2024: $33.8BQ2 2024: $39.0BQ3 2024: $39.1BQ4 2024: $33.7BQ1 2025: $37.0BQ2 2025: $34.7BQ3 2025: $37.9BQ4 2025: $46.4BQ1 2026: $148.4BQ2 2026: $151.3B
Institutions holding AZN and their total value by quarter
QuarterHoldersValue
Q2 20261,511$151.3B
Q1 20261,388$148.4B
Q4 20251,410$46.4B
Q3 20251,292$37.9B
Q2 20251,223$34.7B
Q1 20251,251$37.0B
Q4 20241,222$33.7B
Q3 20241,230$39.1B
Q2 20241,213$39.0B
Q1 20241,141$33.8B
Q4 20231,131$33.2B
Q3 20231,075$33.7B
Q2 20231,093$35.4B
Q1 20231,057$35.0B
Q4 20221,063$34.2B
Q3 2022968$28.3B
Q2 20221,019$34.9B
Q1 2022984$34.3B
Q4 2021952$29.4B
Q3 2021911$31.1B
Q2 2021772$26.1B
Q1 2021757$20.4B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q2 2023.

Institutions holding AZN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fca Corp7,500$507.9K0.19%00.0%Unchanged
Channing Global Advisors, LLC7,496$507.6K0.49%+1,254+20.1%Added
Cary Street Partner Investment Advisory LLC7,474$506.1K0.03%+2,046+37.7%Added
LVM Capital Management Ltd7,300$494.0K0.07%00.0%Unchanged
Gradient Investments LLC7,259$491.6K0.01%+169+2.4%Added
Stevard, LLC7,248$490.8K0.50%00.0%Unchanged
Lindbrook Capital, LLC7,216$488.7K0.05%−92−1.3%Reduced
Cowa, LLC7,200$487.6K0.33%−1,380−16.1%Reduced
Stock Yards Bank & Trust Co7,189$486.8K0.02%−325−4.3%Reduced
Wilkinson Global Asset Management LLC7,173$485.8K0.04%00.0%Unchanged
Insigneo Advisory Services, LLC7,162$485.0K0.10%+1,023+16.7%Added
Financial Counselors Inc7,123$482.4K0.01%+1,873+35.7%Added
Fruth Investment Management7,046$477.0K0.14%00.0%Unchanged
Capital Investment Advisory Services, LLC7,004$474.3K0.05%+1,414+25.3%Added
Beacon Investment Advisory Services, Inc.7,000$474.0K0.02%00.0%Unchanged
PEAK6 Investments LLC6,995$473.7K0.02%+6,995New
Five Oceans Advisors6,884$466.2K0.30%00.0%Unchanged
Wealthcare Advisory Partners LLC6,840$463.2K0.02%−220−3.1%Reduced
Harbour Investments, Inc.6,821$461.9K0.02%+244+3.7%Added
Susquehanna International Group Ltd.6,802$460.6K0.11%+6,802New
Banco de Sabadell, S.A6,850$460.0K0.40%+1,425+26.3%Added
Summit Trail Advisors, LLC6,765$458.1K0.02%−3,267−32.6%Reduced
Northstar Group, Inc.6,762$457.9K0.11%00.0%Unchanged
Federation des caisses Desjardins du Quebec6,665$451.4K0.00%+293+4.6%Added
New England Research & Management, Inc.6,650$450.0K0.26%00.0%Unchanged
Wedmont Private Capital6,682$448.0K0.05%+1,351+25.3%Added
First Manhattan Co6,550$443.6K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.6,550$443.6K0.05%+6,550New
Brown Brothers Harriman & Co6,547$443.4K0.00%+513+8.5%Added
Holistic Financial Partners6,528$442.1K0.29%+440+7.2%Added
Diversified Trust Co6,517$441.3K0.02%+2,054+46.0%Added
Financial Security Advisor, Inc.6,514$441.1K0.20%+6,514New
Tudor Investment Corp Et Al6,473$438.4K0.01%+6,473New
Williams Jones Wealth Management, LLC.6,455$437.1K0.01%00.0%Unchanged
GDS Wealth Management6,439$436.0K0.07%−794−11.0%Reduced
180 Wealth Advisors, LLC6,372$431.5K0.10%+1,145+21.9%Added
FSM Wealth Advisors, LLC6,346$429.8K0.22%+334+5.6%Added
Kingsview Wealth Management, LLC6,299$426.6K0.02%+1,152+22.4%Added
McLean Asset Management Corp6,265$426.1K0.17%00.0%Unchanged
First Heartland Consultants, Inc.6,286$426.0K0.05%+6,286New
Norinchukin Bank, The6,273$424.8K0.01%−1,238−16.5%Reduced
Fiduciary Trust Co6,264$424.2K0.01%+9+0.1%Added
Sage Mountain Advisors LLC6,179$418.4K0.06%+2,867+86.6%Added
Integrated Advisors Network LLC6,171$417.9K0.03%−16−0.3%Reduced
Crumly & Associates Inc.6,142$415.9K0.16%+41+0.7%Added
Allworth Financial LP6,134$415.4K0.00%+1,497+32.3%Added
Balyasny Asset Management LLC6,070$411.1K0.00%−296,107−98.0%Reduced
Comerica Securities,inc.6,043$409.2K0.03%−264−4.2%Reduced
GPS Wealth Strategies Group, LLC6,015$407.3K0.08%−30−0.5%Reduced
We Are One Seven, LLC6,012$407.1K0.03%+2,179+56.8%Added
Patriot Investment Management Inc.6,010$407.0K0.04%−244−3.9%Reduced
Noesis Capital Mangement Corp6,009$406.9K0.11%00.0%Unchanged
Argent Trust Co6,006$406.7K0.02%+131+2.2%Added
Essex Financial Services, Inc.6,006$406.7K0.05%−324−5.1%Reduced
Buckingham Strategic Wealth, LLC6,001$406.4K0.01%−615−9.3%Reduced
NTV Asset Management LLC6,000$406.3K0.07%00.0%Unchanged
XML Financial, LLC5,948$402.8K0.05%00.0%Unchanged
Clean Yield Group5,900$401.3K0.18%00.0%Unchanged
J.W. Cole Advisors, Inc.5,911$400.3K0.03%+921+18.5%Added
Prospector Partners LLC5,885$398.5K0.06%00.0%Unchanged
IFP Advisors, Inc5,872$397.7K0.02%+1,144+24.2%Added
Henshaw Capital LLC5,865$397.2K0.02%+627+12.0%Added
Haverford Trust Co5,859$396.8K0.00%−319−5.2%Reduced
Cornell Pochily Investment Advisors, Inc.5,856$396.6K0.17%00.0%Unchanged
Trust Co of Toledo NA5,806$393.2K0.08%00.0%Unchanged
Hartford Funds Management Co LLC5,789$392.0K0.04%+327+6.0%Added
Pine Valley Investments Ltd Liability Co5,779$391.3K0.04%+322+5.9%Added
Grimes & Company, Inc.5,778$391.3K0.02%+50+0.9%Added
Jacobi Capital Management LLC5,759$390.0K0.04%−23−0.4%Reduced
Inscription Capital, LLC5,727$387.8K0.13%−1,600−21.8%Reduced
Johnson Investment Counsel Inc5,685$385.0K0.00%+668+13.3%Added
Warren Averett Asset Management, LLC5,666$383.7K0.02%+750+15.3%Added
Institute for Wealth Management, LLC.5,655$382.9K0.07%00.0%Unchanged
Joel Isaacson & Co., LLC5,607$379.7K0.03%00.0%Unchanged
Spinnaker Investment Group, LLC5,580$377.9K0.13%00.0%Unchanged
EverSource Wealth Advisors, LLC5,542$375.3K0.04%−593−9.7%Reduced
Monetary Management Group Inc5,500$372.5K0.12%00.0%Unchanged
First Affirmative Financial Network5,495$372.1K0.36%+155+2.9%Added
E Fund Management Co., Ltd.5,496$372.0K0.03%+1,076+24.3%Added
Boston Trust Walden Corp5,400$365.7K0.00%00.0%Unchanged
Capital Asset Advisory Services LLC5,373$365.4K0.03%+626+13.2%Added
Pointe Capital Management LLC5,385$364.7K0.29%+33+0.6%Added
Daymark Wealth Partners, LLC5,380$364.3K0.03%−235−4.2%Reduced
Cumberland Partners Ltd5,345$362.0K0.03%00.0%Unchanged
Jump Financial, LLC5,318$360.1K0.01%+5,318New
Fiera Capital Corp5,295$358.6K0.00%+1,254+31.0%Added
Baron Wealth Management LLC5,272$357.0K0.23%+543+11.5%Added
Thompson Siegel & Walmsley LLC5,260$356.0K0.01%−90−1.7%Reduced
Callan Capital, LLC5,241$354.9K0.04%+2,261+75.9%Added
Gallacher Capital Management LLC5,239$354.8K0.22%+442+9.2%Added
McKinley Carter Wealth Services, Inc.5,223$353.7K0.03%+38+0.7%Added
Rehmann Capital Advisory Group5,222$353.6K0.03%−53−1.0%Reduced
Aspen Grove Capital, LLC5,216$353.2K0.13%+1,716+49.0%Added
ICICI Prudential Asset Management Co Ltd5,183$351.0K0.05%+1,159+28.8%Added
Kathmere Capital Management, LLC5,145$348.4K0.05%+292+6.0%Added
Procyon Private Wealth Partners, LLC5,142$348.2K0.04%+1,394+37.2%Added
Clark Capital Management Group, Inc.5,127$347.2K0.00%−148−2.8%Reduced
Guardian Wealth Management, Inc.5,121$346.8K0.32%−5,693−52.6%Reduced
Trust Co of Vermont5,054$342.3K0.02%−415−7.6%Reduced
Nations Financial Group Inc,5,051$342.1K0.03%+5,051New