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 | 1,389 | $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 |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 240 | $16.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 240 | $16.2K | 0.01% | +2+0.8% | Added |
| Hobbs Group Advisors, LLC | 243 | $16.4K | 0.01% | +243 | New |
| FIL Ltd | 247 | $16.6K | 0.00% | +57+30.0% | Added |
| Gables Capital Management Inc. | 250 | $16.8K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 250 | $16.8K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 250 | $16.8K | 0.01% | +250 | New |
| Aspire Private Capital, LLC | 251 | $16.9K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 264 | $17.8K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 267 | $18.0K | 0.00% | −50−15.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 275 | $18.5K | 0.00% | +154+127.3% | Added |
| Clear Investment Research, LLC | 280 | $18.9K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 284 | $19.1K | 0.01% | −244−46.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 286 | $19.3K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 292 | $19.7K | 0.02% | −1,709−85.4% | Reduced |
| Sachetta, LLC | 295 | $19.9K | 0.01% | +295 | New |
| TCTC Holdings, LLC | 300 | $20.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $20.2K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $20.2K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 302 | $20.3K | 0.01% | −8−2.6% | Reduced |
| Castleview Partners, LLC | 303 | $20.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 312 | $21.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 314 | $21.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 318 | $21.0K | 0.02% | +1+0.3% | Added |
| Wetzel Investment Advisors, Inc. | 319 | $21.0K | 0.01% | +319 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 318 | $21.2K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 316 | $21.3K | 0.01% | +175+124.1% | Added |
| Tradition Wealth Management, LLC | 332 | $22.0K | 0.00% | −33−9.0% | Reduced |
| West Paces Advisors Inc. | 330 | $22.2K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 334 | $22.5K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 338 | $22.7K | 0.00% | +170+101.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 348 | $23.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 346 | $23.3K | 0.00% | −53−13.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 347 | $23.5K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 350 | $23.6K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 350 | $23.6K | 0.01% | +350 | New |
| Knuff & Co LLC | 350 | $23.6K | 0.01% | +350 | New |
| Great West Life Assurance Co | 360 | $24.0K | 0.00% | −700−66.0% | Reduced |
| Resources Management Corp | 350 | $24.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 360 | $24.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 369 | $24.9K | 0.00% | +84+29.5% | Added |
| Ogorek Anthony Joseph | 384 | $25.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 376 | $25.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 375 | $25.3K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 383 | $25.8K | 0.00% | +27+7.6% | Added |
| Anchor Investment Management, LLC | 386 | $26.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 392 | $26.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 397 | $26.7K | 0.02% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 400 | $26.9K | 0.02% | +400 | New |
| Compagnie Lombard Odier SCmA | 400 | $26.9K | 0.00% | +400 | New |
| Able Wealth Management LLC | 400 | $27.0K | 0.02% | +400 | New |
| Valley National Advisers Inc | 420 | $28.0K | 0.00% | +70+20.0% | Added |
| Arlington Partners LLC | 422 | $28.4K | 0.01% | +422 | New |
| Pin Oak Investment Advisors Inc | 449 | $30.0K | 0.03% | +370+468.4% | Added |
| TSFG, LLC | 458 | $31.0K | 0.01% | −10−2.1% | Reduced |
| Sunbelt Securities, Inc. | 465 | $31.3K | 0.00% | −26−5.3% | Reduced |
| Archer Investment Corp | 474 | $31.9K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 475 | $32.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 481 | $32.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 500 | $33.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 501 | $33.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 506 | $34.1K | 0.00% | +235+86.7% | Added |
| Northwest Financial Advisors | 507 | $34.2K | 0.03% | +507 | New |
| Independence Bank of Kentucky | 515 | $34.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 521 | $35.1K | 0.01% | +521 | New |
| Cedar Wealth Management, LLC | 534 | $36.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 531 | $36.0K | 0.01% | +23+4.5% | Added |
| Silicon Valley Capital Partners | 541 | $36.4K | 0.01% | −60−10.0% | Reduced |
| Arlington Trust Co LLC | 543 | $36.6K | 0.01% | +543 | New |
| Nemes Rush Group LLC | 561 | $37.8K | 0.01% | +133+31.1% | Added |
| Nordwand Advisors, LLC | 578 | $38.9K | 0.01% | +178+44.5% | Added |
| Coppell Advisory Solutions LLC | 588 | $39.6K | 0.01% | +382+185.4% | Added |
| Nisa Investment Advisors, LLC | 600 | $40.4K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 600 | $40.4K | 0.04% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 622 | $41.9K | 0.01% | +622 | New |
| Strengthening Families & Communities, LLC | 645 | $43.4K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 671 | $45.2K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 706 | $47.5K | 0.00% | +12+1.7% | Added |
| Bruce G. Allen Investments, LLC | 712 | $48.0K | 0.04% | +712 | New |
| Harel Insurance Investments & Financial Services Ltd. | 731 | $49.0K | 0.00% | −2,288−75.8% | Reduced |
| Hallmark Capital Management Inc | 750 | $50.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 750 | $50.5K | 0.00% | +150+25.0% | Added |
| Godsey & Gibb Associates | 755 | $50.9K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 750 | $51.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 791 | $53.3K | 0.01% | +416+110.9% | Added |
| JJJ Advisors Inc. | 796 | $53.6K | 0.01% | −94−10.6% | Reduced |
| Raleigh Capital Management Inc. | 809 | $54.5K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 835 | $56.2K | 0.01% | −355−29.8% | Reduced |
| American State Bank (Iowa) | 849 | $57.2K | 0.04% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 880 | $59.3K | 0.05% | +880 | New |
| Stephens Consulting, LLC | 882 | $59.4K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 889 | $59.9K | 0.01% | +202+29.4% | Added |
| Pinnacle Holdings, LLC | 900 | $60.6K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 900 | $60.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 908 | $61.2K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 912 | $61.4K | 0.03% | −300−24.8% | Reduced |
| Quent Capital, LLC | 925 | $62.3K | 0.01% | +184+24.8% | Added |
| Adirondack Trust Co | 999 | $64.1K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 959 | $64.6K | 0.01% | +959 | New |
| Centennial Bank | 960 | $64.7K | 0.04% | 00.0% | Unchanged |