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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 996 | $67.1K | 0.03% | +266+36.4% | Added |
| Knights of Columbus Asset Advisors LLC | 1,016 | $68.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,039 | $70.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,085 | $73.1K | 0.01% | +1,085 | New |
| Baldwin Brothers Inc | 1,087 | $73.2K | 0.01% | −2,780−71.9% | Reduced |
| Accent Capital Management, LLC | 1,115 | $75.1K | 0.06% | +1,115 | New |
| Sugarloaf Wealth Management, LLC | 1,138 | $76.6K | 0.02% | −124−9.8% | Reduced |
| Bogart Wealth, LLC | 1,208 | $81.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,247 | $82.0K | 0.06% | −81−6.1% | Reduced |
| CVA Family Office, LLC | 1,219 | $82.1K | 0.02% | +1,219 | New |
| Old Point Trust & Financial Services N A | 1,225 | $82.5K | 0.03% | +1,225 | New |
| Pinnacle Bancorp, Inc. | 1,229 | $82.8K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,232 | $83.0K | 0.01% | +770+166.7% | Added |
| Resurgent Financial Advisors LLC | 1,249 | $84.1K | 0.05% | +539+75.9% | Added |
| Focused Wealth Management, Inc | 1,259 | $84.8K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,270 | $86.0K | 0.00% | −278−18.0% | Reduced |
| Greenwood Gearhart Inc | 1,285 | $86.5K | 0.01% | +1,285 | New |
| Dougherty Wealth Advisers LLC | 1,290 | $86.9K | 0.08% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,295 | $87.2K | 0.01% | +1,295 | New |
| Clearstead Advisors, LLC | 1,309 | $88.2K | 0.00% | +100+8.3% | Added |
| Trust Co of Vermont | 1,311 | $88.3K | 0.01% | −3,743−74.1% | Reduced |
| Webster Bank, N. A. | 1,316 | $88.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,361 | $91.7K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1,391 | $93.7K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,395 | $94.0K | 0.05% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,419 | $95.6K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,428 | $96.2K | 0.03% | −44−3.0% | Reduced |
| MB, Levis & Associates, LLC | 1,430 | $96.3K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 1,445 | $97.2K | 0.02% | −33−2.2% | Reduced |
| Bollard Group LLC | 1,479 | $100.0K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 1,500 | $101.0K | 0.01% | −34,500−95.8% | Reduced |
| Luken Investment Analytics, LLC | 1,500 | $101.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,506 | $101.4K | 0.00% | −301−16.7% | Reduced |
| Kozak & Associates, Inc. | 1,508 | $101.4K | 0.03% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,557 | $104.9K | 0.09% | −402−20.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,577 | $106.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,579 | $106.0K | 0.00% | +787+99.4% | Added |
| Rise Advisors, LLC | 1,578 | $106.3K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,579 | $106.3K | 0.00% | +787+99.4% | Added |
| KBC Group NV | 1,615 | $108.0K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,699 | $114.4K | 0.01% | −53−3.0% | Reduced |
| Ancora Advisors, LLC | 1,730 | $116.5K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,762 | $118.7K | 0.02% | +127+7.8% | Added |
| Financial Perspectives, Inc | 1,784 | $120.2K | 0.05% | +340+23.5% | Added |
| First Financial Corp | 1,794 | $120.8K | 0.06% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,817 | $122.4K | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,848 | $124.5K | 0.01% | −27−1.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,851 | $124.7K | 0.01% | +151+8.9% | Added |
| Halpern Financial, Inc. | 1,957 | $133.7K | 0.04% | +1,269+184.4% | Added |
| Thompson Investment Management, Inc. | 2,038 | $137.3K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2,060 | $138.7K | 0.11% | +2,060 | New |
| Concord Wealth Partners | 2,149 | $144.7K | 0.03% | −173−7.5% | Reduced |
| JNBA Financial Advisors | 2,182 | $147.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,246 | $151.3K | 0.01% | −7−0.3% | Reduced |
| Asset Dedication, LLC | 2,432 | $155.0K | 0.01% | +2,432 | New |
| Mendota Financial Group, LLC | 2,354 | $158.5K | 0.12% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,400 | $162.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,409 | $162.3K | 0.01% | +645+36.6% | Added |
| Fairfield Financial Advisors, LTD | 2,490 | $167.7K | 0.06% | +935+60.1% | Added |
| Park Place Capital Corp | 2,580 | $173.8K | 0.07% | +1,506+140.2% | Added |
| SRS Capital Advisors, Inc. | 2,602 | $175.3K | 0.02% | +1,039+66.5% | Added |
| GAMMA Investing LLC | 2,940 | $195.9K | 0.05% | +2,940 | New |
| Hexagon Capital Partners LLC | 2,951 | $198.8K | 0.05% | +1,136+62.6% | Added |
| Concurrent Investment Advisors, LLC | 2,973 | $200.2K | 0.01% | +2,973 | New |
| Credit Agricole S A | 3,000 | $202.1K | 0.00% | −1,000−25.0% | Reduced |
| Prairie Sky Financial Group LLC | 3,000 | $202.1K | 0.13% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 3,006 | $202.5K | 0.01% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,024 | $203.7K | 0.12% | +3,024 | New |
| Sunpointe, LLC | 3,024 | $203.7K | 0.26% | +3,024 | New |
| Long Run Wealth Advisors, LLC | 3,029 | $204.0K | 0.06% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,030 | $204.1K | 0.01% | −171−5.3% | Reduced |
| TRUE Private Wealth Advisors | 3,049 | $205.3K | 0.03% | −570−15.8% | Reduced |
| Angeles Wealth Management, LLC | 3,060 | $206.1K | 0.03% | −127−4.0% | Reduced |
| Carr Financial Group Corp | 3,063 | $206.3K | 0.08% | +3,063 | New |
| Summit Financial, LLC | 3,078 | $207.3K | 0.01% | +3,078 | New |
| WMS Partners, LLC | 3,086 | $207.8K | 0.02% | −706−18.6% | Reduced |
| New Jersey Better Educational Savings Trust | 3,100 | $208.8K | 0.44% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 3,113 | $209.7K | 0.11% | +3,113 | New |
| Meadow Creek Wealth Advisors LLC | 3,115 | $209.8K | 0.20% | +3,115 | New |
| Horizon Family Wealth, Inc. | 3,141 | $211.5K | 0.18% | +58+1.9% | Added |
| Grant/GrossMendelsohn, LLC | 3,160 | $212.0K | 0.09% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 3,169 | $213.4K | 0.11% | 00.0% | Unchanged |
| Day & Ennis, LLC | 3,191 | $214.9K | 0.08% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,199 | $215.5K | 0.01% | +3,199 | New |
| Cowa, LLC | 3,200 | $215.5K | 0.13% | −4,000−55.6% | Reduced |
| Beaumont Financial Advisors, LLC | 3,222 | $217.0K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,223 | $217.1K | 0.04% | +3,223 | New |
| Garner Asset Management Corp | 3,494 | $219.0K | 0.11% | −680−16.3% | Reduced |
| Moody National Bank Trust Division | 3,254 | $219.2K | 0.02% | 00.0% | Unchanged |
| American National Bank | 3,267 | $220.0K | 0.03% | −1,780−35.3% | Reduced |
| Adviser Investments LLC | 3,277 | $220.7K | 0.00% | +3,277 | New |
| Lion Street Advisors, LLC | 3,277 | $220.7K | 0.09% | +3,277 | New |
| Spears Abacus Advisors LLC | 3,310 | $222.9K | 0.02% | 00.0% | Unchanged |
| Kendall Capital Management | 3,341 | $225.0K | 0.09% | −25−0.7% | Reduced |
| Red Door Wealth Management, LLC | 3,351 | $225.7K | 0.05% | −20−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 3,625 | $226.2K | 0.01% | −6,826−65.3% | Reduced |
| Choate Investment Advisors | 3,363 | $226.5K | 0.01% | −328−8.9% | Reduced |
| Wintrust Investments LLC | 3,372 | $227.0K | 0.02% | +41+1.2% | Added |
| Cobblestone Capital Advisors LLC | 3,375 | $227.3K | 0.01% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,380 | $227.6K | 0.04% | −66−1.9% | Reduced |