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 |
|---|---|---|---|---|---|
| Capital Market Strategies LLC | 3,431 | $231.1K | 0.20% | 00.0% | Unchanged |
| Veracity Capital LLC | 3,444 | $231.9K | 0.09% | −106−3.0% | Reduced |
| Pinnacle Financial Partners Inc | 3,445 | $232.0K | 0.01% | +3,445 | New |
| Western Wealth Management, LLC | 3,449 | $232.3K | 0.02% | +30+0.9% | Added |
| Northcape Wealth Management, LLC | 3,450 | $232.4K | 0.08% | 00.0% | Unchanged |
| Triumph Capital Management | 3,456 | $232.7K | 0.10% | +273+8.6% | Added |
| Beck Mack & Oliver LLC | 3,463 | $233.2K | 0.01% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 3,489 | $235.0K | 0.11% | +3,489 | New |
| Fiduciary Family Office, LLC | 3,493 | $235.3K | 0.10% | +3,493 | New |
| Foundations Investment Advisors, LLC | 3,541 | $236.7K | 0.01% | +149+4.4% | Added |
| Aureus Asset Management, LLC | 3,517 | $236.9K | 0.02% | +302+9.4% | Added |
| Granite Group Advisors, LLC | 3,512 | $237.7K | 0.17% | +3,512 | New |
| Garden State Investment Advisory Services LLC | 3,540 | $238.4K | 0.10% | +66+1.9% | Added |
| Avalon Trust Co | 3,550 | $239.1K | 0.02% | −175−4.7% | Reduced |
| Canal Capital Management, LLC | 3,599 | $242.4K | 0.04% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 3,600 | $242.5K | 0.04% | −860−19.3% | Reduced |
| BKM Wealth Management, LLC | 3,613 | $243.3K | 0.10% | +3,613 | New |
| NinePointTwo Capital | 3,627 | $244.0K | 0.10% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 3,653 | $246.0K | 0.11% | +3,653 | New |
| Independent Advisor Alliance | 3,673 | $247.4K | 0.01% | −245−6.3% | Reduced |
| WR Wealth Planners, LLC | 3,678 | $247.7K | 0.09% | +637+20.9% | Added |
| Abel Hall, LLC | 3,683 | $248.1K | 0.21% | +3,683 | New |
| Private Trust Co NA | 3,685 | $248.2K | 0.03% | +190+5.4% | Added |
| HM Payson & Co | 3,690 | $248.5K | 0.01% | −937−20.3% | Reduced |
| Hudock, Inc. | 3,695 | $248.9K | 0.05% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,700 | $249.2K | 0.00% | −8,270−69.1% | Reduced |
| Cetera Trust Company, N.A | 3,700 | $249.2K | 0.16% | +3,700 | New |
| Wolverine Asset Management LLC | 3,743 | $252.1K | 0.00% | 00.0% | Unchanged |
| SFMG, LLC | 3,756 | $253.0K | 0.02% | −17−0.5% | Reduced |
| Prudent Man Advisors, LLC | 3,761 | $253.3K | 0.09% | −171−4.3% | Reduced |
| Canopy Partners, LLC | 3,804 | $256.2K | 0.16% | +3,804 | New |
| Thrive Wealth Management, LLC | 3,828 | $257.8K | 0.06% | −38−1.0% | Reduced |
| Great Valley Advisor Group, Inc. | 3,837 | $258.8K | 0.01% | −474−11.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,846 | $259.0K | 0.00% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 3,856 | $259.7K | 0.11% | −2,000−34.2% | Reduced |
| Kathmere Capital Management, LLC | 3,890 | $262.0K | 0.03% | −1,255−24.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,862 | $262.0K | 0.00% | −708−15.5% | Reduced |
| Philadelphia Trust Co | 3,898 | $263.0K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,911 | $263.4K | 0.08% | +170+4.5% | Added |
| DMG Group, LLC | 3,937 | $265.2K | 0.25% | −299−7.1% | Reduced |
| Farther Finance Advisors, LLC | 3,941 | $265.4K | 0.02% | +1,877+90.9% | Added |
| Argonautica Private Wealth Management, Inc | 3,957 | $266.5K | 0.11% | +56+1.4% | Added |
| Investors Research Corp | 3,957 | $266.5K | 0.06% | +384+10.7% | Added |
| Barry Investment Advisors, LLC | 3,971 | $267.5K | 0.09% | −4−0.1% | Reduced |
| Blueshift Asset Management, LLC | 3,999 | $269.3K | 0.14% | +3,999 | New |
| Sandler Capital Management | 4,000 | $269.4K | 0.03% | 00.0% | Unchanged |
| Fiera Capital Corp | 4,009 | $270.0K | 0.00% | −1,286−24.3% | Reduced |
| Clear Harbor Asset Management, LLC | 4,025 | $271.1K | 0.03% | +575+16.7% | Added |
| First Financial Bank - Trust Division | 4,058 | $273.3K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,065 | $273.8K | 0.01% | +4,065 | New |
| Smartleaf Asset Management LLC | 4,094 | $275.5K | 0.07% | +4,094 | New |
| Virtu Financial LLC | 4,092 | $276.0K | 0.02% | +4,092 | New |
| Diversified Trust Co | 4,105 | $276.5K | 0.01% | −2,412−37.0% | Reduced |
| Arkadios Wealth Advisors | 4,124 | $277.7K | 0.02% | +816+24.7% | Added |
| Stratos Wealth Advisors, LLC | 4,124 | $277.8K | 0.02% | +4,124 | New |
| Crestwood Advisors Group LLC | 4,139 | $278.8K | 0.01% | +4,139 | New |
| Northwest Quadrant Wealth Management, LLC | 4,169 | $280.8K | 0.07% | 00.0% | Unchanged |
| FC Advisory LLC | 4,173 | $281.1K | 0.11% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 4,186 | $281.9K | 0.17% | −56−1.3% | Reduced |
| Diversified, LLC | 4,206 | $283.3K | 0.06% | −223−5.0% | Reduced |
| Buckingham Strategic Partners | 4,208 | $283.4K | 0.01% | +1,003+31.3% | Added |
| Significant Wealth Partners LLC | 4,215 | $283.9K | 0.21% | +4,215 | New |
| Smithfield Trust Co | 4,209 | $284.0K | 0.02% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 4,219 | $284.1K | 0.01% | 00.0% | Unchanged |
| Readystate Asset Management LP | 4,242 | $285.7K | 0.02% | +1,091+34.6% | Added |
| Altus Wealth Management, LLC | 4,243 | $285.8K | 0.17% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 4,246 | $286.0K | 0.09% | −15−0.4% | Reduced |
| Sequent Asset Management, LLC | 4,248 | $286.1K | 0.17% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 4,410 | $287.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,316 | $290.7K | 0.03% | −41−0.9% | Reduced |
| Montecito Bank & Trust | 4,328 | $291.5K | 0.06% | 00.0% | Unchanged |
| Aperture Investors, LLC | 4,340 | $292.3K | 0.05% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 4,350 | $293.0K | 0.18% | −200−4.4% | Reduced |
| Icon Wealth Advisors, LLC | 4,362 | $293.8K | 0.03% | +4,362 | New |
| Astoria Portfolio Advisors LLC. | 4,386 | $294.0K | 0.12% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,367 | $294.1K | 0.00% | −263−5.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 4,251 | $294.2K | 0.03% | +204+5.0% | Added |
| 3Chopt Investment Partners, LLC | 4,375 | $294.7K | 0.11% | +4,375 | New |
| Haverford Trust Co | 4,447 | $299.5K | 0.00% | −1,412−24.1% | Reduced |
| American Trust | 4,465 | $300.7K | 0.02% | +145+3.4% | Added |
| Brighton Jones LLC | 4,470 | $301.1K | 0.01% | +1,002+28.9% | Added |
| World Equity Group, Inc. | 4,472 | $301.1K | 0.06% | −190−4.1% | Reduced |
| Strategic Advisors LLC | 4,516 | $304.2K | 0.06% | +16+0.4% | Added |
| Driehaus Capital Management LLC | 4,538 | $305.6K | 0.00% | −5,243−53.6% | Reduced |
| Princeton Global Asset Management LLC | 4,542 | $305.9K | 0.08% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,560 | $307.0K | 0.03% | −21−0.5% | Reduced |
| Visionary Wealth Advisors | 4,591 | $309.2K | 0.02% | +800+21.1% | Added |
| Sivia Capital Partners, LLC | 4,604 | $310.1K | 0.24% | +4,604 | New |
| Strategic Investment Solutions, Inc. | 4,631 | $311.9K | 0.05% | −313,722−98.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,636 | $312.0K | 0.01% | −624−11.9% | Reduced |
| Parnassus Investments | 4,641 | $312.6K | 0.00% | +1,316+39.6% | Added |
| Two Sigma Securities, LLC | 4,648 | $313.0K | 0.01% | −54,182−92.1% | Reduced |
| Willner & Heller, LLC | 4,662 | $314.0K | 0.35% | +4,662 | New |
| Keudell/Morrison Wealth Management | 4,668 | $314.4K | 0.10% | +374+8.7% | Added |
| Independent Financial Group, LLC | 4,673 | $314.7K | 0.02% | 00.0% | Unchanged |
| Advisors Management Group Inc | 4,696 | $316.0K | 0.09% | 00.0% | Unchanged |
| Glenview Trust Co | 4,777 | $321.7K | 0.01% | +53+1.1% | Added |
| Roberts Glore & Co Inc | 4,779 | $321.9K | 0.10% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 4,796 | $323.0K | 0.27% | −325−6.3% | Reduced |
| Avestar Capital, LLC | 4,862 | $327.5K | 0.04% | +37+0.8% | Added |