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 |
|---|---|---|---|---|---|
| Capital Market Strategies LLC | 3,431 | $227.3K | 0.23% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 3,348 | $226.7K | 0.17% | +50+1.5% | Added |
| Connecticut Wealth Management, LLC | 3,346 | $226.6K | 0.02% | +55+1.7% | Added |
| Wintrust Investments LLC | 3,331 | $226.0K | 0.02% | −1,257−27.4% | Reduced |
| Parnassus Investments | 3,325 | $225.2K | 0.00% | −1,375−29.3% | Reduced |
| Spears Abacus Advisors LLC | 3,310 | $224.2K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,308 | $224.0K | 0.02% | +496+17.6% | Added |
| Ropes Wealth Advisors LLC | 3,277 | $221.9K | 0.04% | −281−7.9% | Reduced |
| Moody National Bank Trust Division | 3,254 | $220.4K | 0.01% | −350−9.7% | Reduced |
| Beaumont Financial Advisors, LLC | 3,222 | $218.2K | 0.02% | −4−0.1% | Reduced |
| Aureus Asset Management, LLC | 3,215 | $217.7K | 0.02% | −104−3.1% | Reduced |
| Buckingham Strategic Partners | 3,205 | $217.0K | 0.01% | +3,205 | New |
| BKD Wealth Advisors, LLC | 3,201 | $216.8K | 0.01% | −533−14.3% | Reduced |
| Day & Ennis, LLC | 3,191 | $216.1K | 0.08% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,187 | $215.8K | 0.03% | +3,187 | New |
| Triumph Capital Management | 3,183 | $215.6K | 0.10% | +3,183 | New |
| Youngs Advisory Group, Inc. | 3,169 | $214.6K | 0.12% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 3,169 | $214.6K | 0.17% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 3,160 | $214.0K | 0.09% | +3+0.1% | Added |
| Eudaimonia Partners, LLC | 3,151 | $213.4K | 0.05% | −28−0.9% | Reduced |
| Readystate Asset Management LP | 3,151 | $213.4K | 0.02% | +3,151 | New |
| BSW Wealth Partners | 3,117 | $211.1K | 0.05% | +3,117 | New |
| Boston Partners | 3,107 | $210.4K | 0.00% | +57+1.9% | Added |
| New Jersey Better Educational Savings Trust | 3,100 | $209.9K | 0.51% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 3,083 | $208.7K | 0.20% | +3,083 | New |
| First Citizens Financial Corp | 3,075 | $208.2K | 0.15% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,056 | $207.0K | 0.03% | +3,056 | New |
| WR Wealth Planners, LLC | 3,041 | $205.9K | 0.08% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 3,029 | $205.1K | 0.07% | +4+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,019 | $204.0K | 0.00% | −1,132−27.3% | Reduced |
| Amundi | 3,025 | $203.7K | 0.00% | −353,049−99.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 3,006 | $203.6K | 0.01% | +3,006 | New |
| StrategIQ Financial Group, LLC | 3,005 | $203.5K | 0.02% | +97+3.3% | Added |
| Prairie Sky Financial Group LLC | 3,000 | $203.2K | 0.14% | −1,000−25.0% | Reduced |
| Wealth Management Associates, Inc. | 2,964 | $200.7K | 0.12% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 2,960 | $200.5K | 0.01% | −106−3.5% | Reduced |
| Headlands Technologies LLC | 2,908 | $196.9K | 0.10% | −11,661−80.0% | Reduced |
| Contravisory Investment Management, Inc. | 2,441 | $165.3K | 0.05% | +136+5.9% | Added |
| Close Asset Management Ltd | 2,400 | $163.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2,354 | $159.4K | 0.17% | +2,354 | New |
| Concord Wealth Partners | 2,322 | $157.2K | 0.03% | +10+0.4% | Added |
| JFS Wealth Advisors, LLC | 2,253 | $152.6K | 0.01% | −10.0% | Reduced |
| JNBA Financial Advisors | 2,182 | $147.8K | 0.02% | +10+0.5% | Added |
| Icon Wealth Partners, LLC | 2,097 | $142.0K | 0.02% | +2,097 | New |
| Farther Finance Advisors, LLC | 2,064 | $139.8K | 0.02% | +404+24.3% | Added |
| Thompson Investment Management, Inc. | 2,038 | $138.0K | 0.02% | −38−1.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,017 | $136.6K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 2,001 | $135.5K | 0.12% | +101+5.3% | Added |
| New Millennium Group LLC | 1,959 | $132.7K | 0.12% | −37−1.9% | Reduced |
| Zions Bancorporation, N.A. | 1,875 | $127.0K | 0.01% | −13−0.7% | Reduced |
| New England Capital Financial Advisors LLC | 1,817 | $123.1K | 0.08% | −688−27.5% | Reduced |
| Hexagon Capital Partners LLC | 1,815 | $122.9K | 0.03% | −288−13.7% | Reduced |
| First Horizon Advisors, Inc. | 1,807 | $122.4K | 0.00% | −124−6.4% | Reduced |
| First Financial Corp | 1,794 | $121.5K | 0.07% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,764 | $119.5K | 0.01% | −883−33.4% | Reduced |
| Hills Bank & Trust Co | 1,752 | $118.6K | 0.01% | −25−1.4% | Reduced |
| Ancora Advisors, LLC | 1,730 | $117.2K | 0.00% | −121−6.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,700 | $115.1K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,635 | $110.7K | 0.02% | +346+26.8% | Added |
| KBC Group NV | 1,615 | $109.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,578 | $106.9K | 0.08% | +2+0.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,577 | $106.8K | 0.04% | +1,577 | New |
| SRS Capital Advisors, Inc. | 1,563 | $105.9K | 0.01% | +55+3.6% | Added |
| Fairfield Financial Advisors, LTD | 1,555 | $105.3K | 0.04% | −289−15.7% | Reduced |
| Banque Cantonale Vaudoise | 1,548 | $105.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,508 | $101.7K | 0.04% | +48+3.3% | Added |
| Luken Investment Analytics, LLC | 1,500 | $101.6K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 1,478 | $100.5K | 0.02% | +57+4.0% | Added |
| Bollard Group LLC | 1,479 | $100.0K | 0.00% | +10+0.7% | Added |
| Rosenberg Matthew Hamilton | 1,472 | $99.7K | 0.03% | −125−7.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,456 | $98.6K | 0.05% | +1+0.1% | Added |
| Financial Perspectives, Inc | 1,444 | $97.8K | 0.04% | +148+11.4% | Added |
| MB, Levis & Associates, LLC | 1,430 | $96.8K | 0.06% | +10+0.7% | Added |
| Armstrong Advisory Group, Inc | 1,419 | $96.1K | 0.01% | +100+7.6% | Added |
| Lee Financial Co | 1,391 | $94.2K | 0.02% | +126+10.0% | Added |
| Tyler-Stone Wealth Management | 1,395 | $94.0K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,361 | $92.2K | 0.00% | −1,506−52.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,328 | $91.0K | 0.07% | +603+83.2% | Added |
| Webster Bank, N. A. | 1,316 | $89.1K | 0.01% | +1,062+418.1% | Added |
| Foster Dykema Cabot & Co Inc | 1,295 | $88.0K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,290 | $87.4K | 0.10% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,262 | $85.5K | 0.02% | +1+0.1% | Added |
| Focused Wealth Management, Inc | 1,259 | $85.2K | 0.02% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 1,253 | $84.9K | 0.00% | −144,018−99.1% | Reduced |
| Pinnacle Bancorp, Inc. | 1,229 | $83.2K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,212 | $82.1K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,209 | $81.9K | 0.01% | +162+15.5% | Added |
| Bogart Wealth, LLC | 1,208 | $81.8K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,190 | $80.6K | 0.01% | −66−5.3% | Reduced |
| Sutton Wealth Advisors Inc. | 1,156 | $78.3K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,114 | $75.4K | 0.02% | +1,114 | New |
| Park Place Capital Corp | 1,074 | $72.7K | 0.02% | −2,300−68.2% | Reduced |
| Great West Life Assurance Co | 1,060 | $72.0K | 0.00% | +530+100.0% | Added |
| North Star Investment Management Corp. | 1,039 | $70.4K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,016 | $68.8K | 0.01% | +56+5.8% | Added |
| Operose Advisors LLC | 1,006 | $68.1K | 0.03% | +796+379.0% | Added |
| Milestone Investment Advisors LLC | 1,000 | $67.7K | 0.02% | +1,000 | New |
| Adirondack Trust Co | 999 | $67.6K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 960 | $65.0K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 908 | $61.5K | 0.03% | 00.0% | Unchanged |