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 |
|---|---|---|---|---|---|
| FRG Family Wealth Advisors LLC | 5,050 | $342.0K | 0.08% | −112−2.2% | Reduced |
| American National Bank | 5,047 | $341.8K | 0.06% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 5,023 | $340.1K | 0.02% | −4,229−45.7% | Reduced |
| Tiedemann Advisors, LLC | 5,025 | $338.8K | 0.01% | −21−0.4% | Reduced |
| Quattro Financial Advisors LLC | 5,000 | $338.6K | 0.15% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 4,959 | $335.8K | 0.12% | +48+1.0% | Added |
| Baldwin Investment Management, LLC | 4,956 | $335.6K | 0.06% | −100−2.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,931 | $333.9K | 0.17% | +4,931 | New |
| Keel Point, LLC | 4,905 | $332.2K | 0.05% | −956−16.3% | Reduced |
| Barometer Capital Management Inc. | 4,900 | $331.8K | 0.10% | +4,900 | New |
| Focus Financial Network, Inc. | 4,873 | $330.0K | 0.02% | −437−8.2% | Reduced |
| Balentine LLC | 4,871 | $329.9K | 0.01% | −257−5.0% | Reduced |
| GM Advisory Group, Inc. | 4,845 | $328.1K | 0.03% | +4,845 | New |
| Ronald Blue Trust, Inc. | 4,570 | $327.0K | 0.00% | +1,646+56.3% | Added |
| Avestar Capital, LLC | 4,825 | $326.7K | 0.05% | +96+2.0% | Added |
| Advisor OS, LLC | 4,806 | $325.5K | 0.05% | +423+9.7% | Added |
| Nissay Asset Management Corp | 4,804 | $325.3K | 0.00% | +4,804 | New |
| Roberts Glore & Co Inc | 4,779 | $323.6K | 0.11% | 00.0% | Unchanged |
| AQR Capital Management LLC | 4,740 | $321.0K | 0.00% | +4,740 | New |
| Glenview Trust Co | 4,724 | $319.9K | 0.01% | +174+3.8% | Added |
| Advisors Management Group Inc | 4,696 | $318.0K | 0.10% | −78−1.6% | Reduced |
| Independent Financial Group, LLC | 4,673 | $316.5K | 0.02% | +97+2.1% | Added |
| Optas, LLC | 4,668 | $316.1K | 0.11% | +526+12.7% | Added |
| World Equity Group, Inc. | 4,662 | $315.7K | 0.07% | +4,662 | New |
| Equitable Holdings, Inc. | 4,630 | $313.5K | 0.00% | +438+10.4% | Added |
| HM Payson & Co | 4,627 | $313.3K | 0.01% | +2,268+96.1% | Added |
| Baker Tilly Wealth Management, LLC | 4,592 | $311.0K | 0.05% | +4,592 | New |
| Harvest Fund Management Co., Ltd | 4,584 | $310.0K | 0.05% | +1,496+48.4% | Added |
| NBC Securities, Inc. | 4,581 | $310.0K | 0.03% | +4,581 | New |
| Legal Advantage Investments, Inc. | 4,550 | $308.1K | 0.22% | −250−5.2% | Reduced |
| Princeton Global Asset Management LLC | 4,542 | $307.6K | 0.09% | +1,983+77.5% | Added |
| Covenant Asset Management, LLC | 4,507 | $305.2K | 0.09% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,500 | $304.7K | 0.06% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 4,460 | $302.0K | 0.05% | +4,460 | New |
| Granite Bay Wealth Management, LLC | 4,410 | $301.0K | 0.00% | +4,410 | New |
| Diversified, LLC | 4,429 | $299.9K | 0.08% | +139+3.2% | Added |
| Fidelis Capital Partners, LLC | 4,397 | $297.8K | 0.10% | +968+28.2% | Added |
| Legacy Capital Wealth Partners, LLC | 4,372 | $296.1K | 0.08% | +4,372 | New |
| Simmons Bank | 4,369 | $295.9K | 0.03% | +52+1.2% | Added |
| Simon Quick Advisors, LLC | 4,357 | $295.1K | 0.03% | −497−10.2% | Reduced |
| Aperture Investors, LLC | 4,340 | $293.9K | 0.05% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,328 | $293.1K | 0.07% | 00.0% | Unchanged |
| American Trust | 4,320 | $292.6K | 0.02% | −700−13.9% | Reduced |
| Great Valley Advisor Group, Inc. | 4,311 | $291.7K | 0.01% | +835+24.0% | Added |
| Keudell/Morrison Wealth Management | 4,294 | $290.8K | 0.09% | +13+0.3% | Added |
| Westover Capital Advisors, LLC | 4,261 | $288.6K | 0.10% | −50−1.2% | Reduced |
| Sequent Asset Management, LLC | 4,248 | $287.7K | 0.32% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 4,243 | $287.3K | 0.20% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 4,242 | $287.3K | 0.19% | −5−0.1% | Reduced |
| DMG Group, LLC | 4,236 | $286.9K | 0.29% | −108−2.5% | Reduced |
| InterOcean Capital Group, LLC | 4,219 | $285.7K | 0.01% | −825−16.4% | Reduced |
| Smithfield Trust Co | 4,209 | $285.0K | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 4,174 | $283.0K | 0.17% | −399−8.7% | Reduced |
| FC Advisory LLC | 4,173 | $282.6K | 0.12% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 4,169 | $282.3K | 0.08% | +13+0.3% | Added |
| Palladiem, LLC | 4,115 | $278.7K | 0.30% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 4,386 | $278.1K | 0.13% | −53−1.2% | Reduced |
| First Financial Bank - Trust Division | 4,058 | $274.8K | 0.03% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 4,047 | $272.8K | 0.03% | +215+5.6% | Added |
| Sandler Capital Management | 4,000 | $270.9K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 4,000 | $270.9K | 0.01% | +1,000+33.3% | Added |
| Barry Investment Advisors, LLC | 3,975 | $269.3K | 0.10% | −362−8.3% | Reduced |
| Prudent Man Advisors, LLC | 3,932 | $266.3K | 0.11% | −131−3.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,843 | $266.0K | 0.09% | +123+2.6% | Added |
| Independent Advisor Alliance | 3,918 | $265.3K | 0.01% | −735−15.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,901 | $264.2K | 0.12% | +39+1.0% | Added |
| Philadelphia Trust Co | 3,898 | $264.0K | 0.03% | 00.0% | Unchanged |
| Himension Fund | 3,878 | $262.6K | 0.03% | +3,878 | New |
| Portside Wealth Group, LLC | 3,844 | $262.0K | 0.05% | +3,844 | New |
| Baldwin Brothers Inc | 3,867 | $261.9K | 0.02% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,866 | $261.8K | 0.07% | +49+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 3,846 | $260.4K | 0.00% | +361+10.4% | Added |
| Aaron Wealth Advisors | 3,813 | $258.2K | 0.03% | −794−17.2% | Reduced |
| WMS Partners, LLC | 3,792 | $256.8K | 0.02% | −120−3.1% | Reduced |
| Visionary Wealth Advisors | 3,791 | $256.7K | 0.02% | 00.0% | Unchanged |
| SFMG, LLC | 3,773 | $255.5K | 0.03% | +24+0.6% | Added |
| Wolverine Asset Management LLC | 3,743 | $253.5K | 0.00% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,741 | $253.3K | 0.09% | +482+14.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,729 | $252.5K | 0.01% | −875−19.0% | Reduced |
| Avalon Trust Co | 3,725 | $252.3K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 3,695 | $250.2K | 0.06% | −250−6.3% | Reduced |
| Choate Investment Advisors | 3,691 | $250.0K | 0.01% | +864+30.6% | Added |
| Seven Mile Advisory | 3,665 | $248.2K | 0.26% | +217+6.3% | Added |
| TRUE Private Wealth Advisors | 3,619 | $245.1K | 0.03% | +3,619 | New |
| NinePointTwo Capital | 3,627 | $245.0K | 0.10% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 3,599 | $243.7K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 3,573 | $242.0K | 0.06% | 00.0% | Unchanged |
| Veracity Capital LLC | 3,550 | $240.4K | 0.11% | −997−21.9% | Reduced |
| Private Trust Co NA | 3,495 | $236.7K | 0.03% | +1,016+41.0% | Added |
| Garden State Investment Advisory Services LLC | 3,474 | $235.3K | 0.11% | +60+1.8% | Added |
| Brighton Jones LLC | 3,468 | $234.9K | 0.01% | +150+4.5% | Added |
| Beck Mack & Oliver LLC | 3,463 | $234.5K | 0.01% | +3,463 | New |
| Clear Harbor Asset Management, LLC | 3,450 | $233.6K | 0.02% | −50−1.4% | Reduced |
| Northcape Wealth Management, LLC | 3,450 | $233.6K | 0.09% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,446 | $233.4K | 0.04% | −10.0% | Reduced |
| Western Wealth Management, LLC | 3,419 | $231.6K | 0.02% | +27+0.8% | Added |
| Foundations Investment Advisors, LLC | 3,392 | $229.7K | 0.01% | +3,392 | New |
| Cobblestone Capital Advisors LLC | 3,375 | $228.6K | 0.02% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 3,371 | $228.3K | 0.06% | +3,371 | New |
| Kendall Capital Management | 3,366 | $228.0K | 0.10% | 00.0% | Unchanged |