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Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in AstraZeneca PLC as of Dec 31, 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
1,131
+76 vs. Q3 2023
Shares held
492.3M
−4.73M (−1.0%) vs. Q3 2023
Total value
$33.2B
−$521.6M (−1.5%) vs. Q3 2023
New holders
149
396 more added
Sold out
73
362 more reduced

20 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 1,131 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: 1,389 institutionsQ2 2026: 1,511 institutions
Value heldQ4 2023: $33.2B
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 20261,389$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, Q4 2023

Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q3 2023.

Institutions holding AZN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners10$00.00%00.0%Unchanged
California State Teachers Retirement System1$670.00%00.0%Unchanged
Lam Group, Inc.2$1350.00%00.0%Unchanged
Global Financial Private Client, LLC8$5390.00%00.0%Unchanged
Operose Advisors LLC10$6740.00%−996−99.0%Reduced
TFC Financial Management10$6740.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group14$9430.00%−82−85.4%Reduced
Delos Wealth Advisors, LLC14$9430.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC15$1.01K0.00%+15New
Colonial Trust Advisors18$1.21K0.00%00.0%Unchanged
Solstein Capital, LLC19$1.28K0.00%00.0%Unchanged
REAP Financial Group, LLC19$1.28K0.00%+19New
WealthCollab, LLC19$1.28K0.00%+19New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC19$1.35K0.00%00.0%Unchanged
Highline Wealth Partners LLC20$1.35K0.00%00.0%Unchanged
Gold Investment Management Ltd.20$1.35K0.00%+20New
Carmichael Hill & Associates, Inc.23$1.55K0.00%00.0%Unchanged
Larson Financial Group LLC26$1.78K0.00%−74−74.0%Reduced
Versant Capital Management, Inc27$1.82K0.00%−94−77.7%Reduced
POM Investment Strategies, LLC27$1.82K0.00%+27New
MV Capital Management, Inc.27$1.82K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC28$1.89K0.00%+28New
ZRC Wealth Management, LLC28$1.90K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC31$2.09K0.00%+31New
True Wealth Design, LLC34$2.29K0.00%+3+9.7%Added
Tennessee Valley Asset Management Partners34$2.29K0.00%+34New
Piscataqua Savings Bank35$2.36K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.36$2.42K0.00%00.0%Unchanged
BFSG, LLC36$2.42K0.00%+36New
Kelly Financial Services LLC36$2.44K0.00%00.0%Unchanged
ClariVest Asset Management LLC39$2.63K0.00%+39New
Global Wealth Management Investment Advisory, Inc.39$2.63K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC40$2.69K0.00%00.0%Unchanged
Copeland Capital Management, LLC41$2.76K0.00%00.0%Unchanged
Winch Advisory Services, LLC42$2.84K0.00%00.0%Unchanged
Financial Connections Group, Inc.54$3.00K0.00%00.0%Unchanged
Creekmur Asset Management LLC45$3.03K0.00%+45New
Blume Capital Management, Inc.50$3.37K0.00%−13−20.6%Reduced
Creative Financial Designs Inc53$3.57K0.00%00.0%Unchanged
Northwest Bank & Trust Co55$3.70K0.00%+55New
Johnson Financial Group, Inc.56$3.77K0.00%+56New
Dunhill Financial, LLC64$3.90K0.00%+64New
Criterion Capital Advisors, LLC59$3.97K0.00%+59New
McIlrath & Eck, LLC61$4.11K0.00%00.0%Unchanged
Tidemark, LLC64$4.31K0.00%+64New
Tucker Asset Management LLC71$4.78K0.00%−4−5.3%Reduced
Cornerstone Planning Group LLC73$4.92K0.00%00.0%Unchanged
EdgeRock Capital LLC76$4.99K0.00%+76New
Avion Wealth74$5.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.81$5.46K0.00%+81New
Mark Sheptoff Financial Planning, LLC100$5.56K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC83$5.59K0.00%+83New
Parkside Financial Bank & Trust85$5.72K0.00%+85New
HighMark Wealth Management LLC87$5.86K0.00%00.0%Unchanged
Bourgeon Capital Management LLC90$6.06K0.00%+43+91.5%Added
Truvestments Capital LLC98$6.60K0.00%00.0%Unchanged
Peoples Financial Services Corp.100$6.74K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC100$6.74K0.00%00.0%Unchanged
PSI Advisors, LLC101$6.79K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC101$6.80K0.00%+41+68.3%Added
Friedenthal Financial101$6.80K0.00%+101New
Dogwood Wealth Management LLC103$6.95K0.01%+103New
FSA Wealth Management LLC100$7.00K0.00%+100New
Atticus Wealth Management, LLC105$7.07K0.00%−102−49.3%Reduced
Delta Asset Management LLC107$7.21K0.00%+7+7.0%Added
Valued Wealth Advisors LLC117$7.92K0.01%+117New
Bell Investment Advisors, Inc118$7.95K0.00%−37−23.9%Reduced
Centerpoint Advisors, LLC120$8.00K0.00%−170−58.6%Reduced
CNB Bank119$8.02K0.00%00.0%Unchanged
Global Wealth Strategies & Associates126$8.49K0.00%00.0%Unchanged
Asset Management One Co.,Ltd.128$8.61K0.00%+128New
Private Wealth Management Group, LLC130$8.76K0.00%+130New
Healthcare of Ontario Pension Plan Trust Fund140$9.43K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.143$9.63K0.00%00.0%Unchanged
Birchbrook, Inc.147$9.90K0.01%+147New
First Community Trust NA150$10.1K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC155$10.4K0.00%+7+4.7%Added
Pittenger & Anderson Inc155$10.4K0.00%+155New
St Germain D J Co Inc160$10.8K0.00%−65−28.9%Reduced
Stuart Chaussee & Associates, Inc.165$11.1K0.00%00.0%Unchanged
USA Financial Portformulas Corp168$11.3K0.00%00.0%Unchanged
Highlander Capital Management, LLC84$11.3K0.00%+84New
Beacon Capital Management, LLC174$11.8K0.00%00.0%Unchanged
West Oak Capital, LLC175$12.0K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC192$12.9K0.00%00.0%Unchanged
Caitlin John, LLC199$13.4K0.01%+199New
Bellevue Asset Management, LLC100$13.4K0.01%00.0%Unchanged
Missouri Trust & Investment Co200$13.5K0.01%−22−9.9%Reduced
Old Second National Bank of Aurora200$13.5K0.00%00.0%Unchanged
Atwood & Palmer Inc200$13.5K0.00%00.0%Unchanged
Cambridge Trust Co200$13.5K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.200$13.5K0.01%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.200$13.5K0.01%00.0%Unchanged
Ables, Iannone, Moore & Associates, Inc.200$13.5K0.01%+200New
Wiser Advisor Group LLC214$14.4K0.02%+214New
Arcadia Investment Management Corp222$15.0K0.00%00.0%Unchanged
DSM Capital Partners LLC223$15.0K0.00%−39,708−99.4%Reduced
SOA Wealth Advisors, LLC.224$15.1K0.00%00.0%Unchanged
Tortoise Investment Management, LLC228$15.4K0.00%00.0%Unchanged
Scarborough Advisors, LLC230$15.5K0.00%+230New