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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 67,376 | $4.54M | 0.12% | +7,040+11.7% | Added |
| Shelton Capital Management | 69,666 | $4.69M | 0.15% | +4,352+6.7% | Added |
| Synovus Financial Corp | 69,971 | $4.71M | 0.07% | −79,599−53.2% | Reduced |
| Suvretta Capital Management, LLC | 70,490 | $4.75M | 0.22% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 70,961 | $4.78M | 0.01% | −1,338,172−95.0% | Reduced |
| Wetherby Asset Management Inc | 71,462 | $4.81M | 0.25% | +36+0.1% | Added |
| Capitolis Liquid Global Markets LLC | 72,000 | $4.85M | 0.20% | +72,000 | New |
| Pictet North America Advisors SA | 72,649 | $4.89M | 0.63% | −6,670−8.4% | Reduced |
| William Blair Investment Management, LLC | 72,754 | $4.90M | 0.01% | −2,590−3.4% | Reduced |
| LSV Asset Management | 75,200 | $5.07M | 0.01% | 00.0% | Unchanged |
| Old Mission Capital LLC | 77,201 | $5.20M | 0.15% | +55,367+253.6% | Added |
| Motco | 77,796 | $5.24M | 0.34% | −11,454−12.8% | Reduced |
| Kestra Advisory Services, LLC | 78,131 | $5.26M | 0.04% | +2,181+2.9% | Added |
| Quantinno Capital Management LP | 79,116 | $5.33M | 0.19% | +36,560+85.9% | Added |
| Northwestern Mutual Wealth Management Co | 79,476 | $5.35M | 0.01% | +3,751+5.0% | Added |
| Amundi | 77,695 | $5.35M | 0.00% | +74,670+2,468.4% | Added |
| GLOBALT Investments LLC | 79,647 | $5.36M | 0.22% | +79,647 | New |
| Strategic Wealth Partners, Ltd. | 80,034 | $5.39M | 0.66% | +22,700+39.6% | Added |
| Timber Creek Capital Management LLC | 80,718 | $5.44M | 1.85% | +1,036+1.3% | Added |
| Cantor Fitzgerald, L. P. | 81,771 | $5.51M | 1.20% | +81,771 | New |
| DekaBank Deutsche Girozentrale | 81,312 | $5.52M | 0.01% | +1,312+1.6% | Added |
| CIBC World Markets Corp | 83,584 | $5.63M | 0.03% | +16,568+24.7% | Added |
| Brandywine Oak Private Wealth LLC | 84,378 | $5.68M | 0.63% | −381−0.4% | Reduced |
| Atria Investments LLC | 84,626 | $5.70M | 0.09% | +5,078+6.4% | Added |
| Quantitative Investment Management, LLC | 85,600 | $5.76M | 0.33% | +85,600 | New |
| Ethic Inc. | 86,975 | $5.86M | 0.17% | +8,394+10.7% | Added |
| Oppenheimer Asset Management Inc. | 87,969 | $5.92M | 0.08% | +15,107+20.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 88,222 | $5.94M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 88,749 | $5.98M | 0.08% | −696−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 94,693 | $6.38M | 0.08% | +7,283+8.3% | Added |
| Marathon Capital Management | 95,190 | $6.41M | 1.61% | +95,190 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 95,497 | $6.43M | 0.01% | +10,338+12.1% | Added |
| Cerity Partners LLC | 95,677 | $6.44M | 0.02% | +50,750+113.0% | Added |
| ExodusPoint Capital Management, LP | 95,681 | $6.44M | 0.08% | −155,500−61.9% | Reduced |
| Aquatic Capital Management LLC | 95,700 | $6.45M | 0.16% | +95,700 | New |
| Gabelli Funds LLC | 95,697 | $6.45M | 0.05% | +900+0.9% | Added |
| Phoenix Holdings Ltd. | 92,295 | $6.45M | 0.11% | +38,998+73.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 97,433 | $6.56M | 0.03% | −8,057−7.6% | Reduced |
| WealthPlan Investment Management, LLC | 98,333 | $6.62M | 1.06% | +14,134+16.8% | Added |
| Altrius Capital Management Inc | 99,717 | $6.72M | 1.87% | +1,633+1.7% | Added |
| FORA Capital, LLC | 101,069 | $6.81M | 0.58% | +66,517+192.5% | Added |
| James Investment Research Inc | 104,032 | $7.01M | 0.88% | −890−0.8% | Reduced |
| WS Portfolio Advisory, LLC | 104,916 | $7.07M | 1.31% | −8,142−7.2% | Reduced |
| Generate Investment Management Ltd | 104,916 | $7.07M | 0.61% | +104,916 | New |
| Bessemer Group Inc | 108,234 | $7.29M | 0.01% | +820+0.8% | Added |
| Susquehanna International Group, LLP | 110,226 | $7.42M | 0.01% | +73,202+197.7% | Added |
| Braun Stacey Associates Inc | 111,504 | $7.51M | 0.34% | −28,590−20.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 115,420 | $7.77M | 0.02% | +49,474+75.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 115,428 | $7.77M | 0.03% | +13,311+13.0% | Added |
| Manufacturers Life Insurance Company, The | 115,519 | $7.78M | 0.00% | +21,962+23.5% | Added |
| Oak Ridge Investments LLC | 116,318 | $7.83M | 0.90% | +927+0.8% | Added |
| Magnetar Financial LLC | 117,820 | $7.94M | 0.20% | +117,820 | New |
| Captrust Financial Advisors | 122,804 | $8.27M | 0.03% | +4,984+4.2% | Added |
| Wexford Capital LP | 125,401 | $8.45M | 1.81% | +36,607+41.2% | Added |
| Bailard, Inc. | 127,071 | $8.56M | 0.25% | −1,914−1.5% | Reduced |
| Zevin Asset Management LLC | 129,766 | $8.74M | 1.57% | +3,217+2.5% | Added |
| Bokf, NA | 129,799 | $8.74M | 0.17% | −6,782−5.0% | Reduced |
| Oak Family Advisors, LLC | 130,338 | $8.78M | 3.69% | −4,429−3.3% | Reduced |
| Mercer Global Advisors Inc | 130,929 | $8.82M | 0.03% | −10,087−7.2% | Reduced |
| Edge Capital Group, LLC | 139,267 | $9.38M | 0.52% | −998−0.7% | Reduced |
| Mariner, LLC | 142,358 | $9.59M | 0.02% | −2,871−2.0% | Reduced |
| Brinker Capital Investments, LLC | 140,712 | $9.74M | 0.11% | +13,605+10.7% | Added |
| Orion Portfolio Solutions, LLC | 140,712 | $9.74M | 0.11% | +13,605+10.7% | Added |
| Park National Corp | 146,146 | $9.84M | 0.40% | +7,196+5.2% | Added |
| Creative Planning | 146,870 | $9.89M | 0.02% | −21,795−12.9% | Reduced |
| Charles Schwab Investment Management Inc | 147,251 | $9.92M | 0.00% | +24,233+19.7% | Added |
| Assetmark, Inc | 154,906 | $10.4M | 0.04% | +15,642+11.2% | Added |
| Dodge & Cox | 155,675 | $10.5M | 0.01% | −1,650−1.0% | Reduced |
| Howe & Rusling Inc | 156,496 | $10.5M | 1.12% | +28,282+22.1% | Added |
| Bridgewater Associates, LP | 160,050 | $10.8M | 0.06% | +46,241+40.6% | Added |
| QRG Capital Management, Inc. | 160,256 | $10.8M | 0.16% | +8,597+5.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 163,011 | $11.0M | 0.02% | +49,541+43.7% | Added |
| Scotia Capital Inc. | 163,254 | $11.0M | 0.07% | +26,639+19.5% | Added |
| First Foundation Advisors | 166,469 | $11.2M | 0.51% | −38,227−18.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 166,748 | $11.2M | 0.18% | −1,633−1.0% | Reduced |
| Rafferty Asset Management, LLC | 166,959 | $11.2M | 0.05% | +43,464+35.2% | Added |
| Tang Capital Management LLC | 170,000 | $11.4M | 1.06% | 00.0% | Unchanged |
| Community Trust & Investment Co | 172,462 | $11.6M | 0.89% | +1,017+0.6% | Added |
| Rockefeller Capital Management L.P. | 173,971 | $11.7M | 0.04% | −1,209−0.7% | Reduced |
| Sphera Funds Management Ltd. | 180,060 | $12.1M | 2.25% | −105,000−36.8% | Reduced |
| Parkwood LLC | 181,236 | $12.2M | 1.96% | −10,236−5.3% | Reduced |
| Daiwa Securities Group Inc. | 181,256 | $12.2M | 0.08% | +1,018+0.6% | Added |
| Commonwealth Equity Services, LLC | 183,572 | $12.4M | 0.02% | +3,748+2.1% | Added |
| US Bancorp | 186,629 | $12.6M | 0.02% | +31,252+20.1% | Added |
| Anchor Capital Advisors LLC | 187,237 | $12.6M | 0.33% | −4,718−2.5% | Reduced |
| Artia Global Partners LP | 190,752 | $12.8M | 5.08% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 196,563 | $13.2M | 0.02% | +37,214+23.4% | Added |
| Kames Capital plc | 201,370 | $13.6M | 0.22% | +201,370 | New |
| Buckingham Capital Management, Inc. | 201,513 | $13.6M | 1.82% | +1,906+1.0% | Added |
| Hilton Capital Management, LLC | 202,330 | $13.6M | 1.46% | −844−0.4% | Reduced |
| Capital International Inc | 202,572 | $13.6M | 0.21% | +85,687+73.3% | Added |
| Davidson Investment Advisors | 204,562 | $13.8M | 0.79% | +204,562 | New |
| Glenmede Trust Co NA | 204,704 | $13.8M | 0.07% | −217−0.1% | Reduced |
| Pathstone Holdings, LLC | 212,617 | $14.3M | 0.08% | +212,617 | New |
| Baird Financial Group, Inc. | 216,723 | $14.6M | 0.03% | −13,288−5.8% | Reduced |
| Zimmer Partners, LP | 218,200 | $14.7M | 0.54% | +143,200+190.9% | Added |
| Tiaa Trust, National Association | 218,701 | $14.7M | 0.05% | −29,621−11.9% | Reduced |
| Guggenheim Capital LLC | 222,814 | $15.0M | 0.11% | +6,058+2.8% | Added |
| CIBC Asset Management Inc | 223,618 | $15.1M | 0.06% | +11,892+5.6% | Added |
| HRT Financial LP | 229,282 | $15.4M | 0.11% | +211,956+1,223.3% | Added |