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 |
|---|---|---|---|---|---|
| Traveka Wealth, LLC | 4,879 | $328.6K | 0.17% | +4,879 | New |
| Covenant Asset Management, LLC | 4,903 | $330.2K | 0.09% | +396+8.8% | Added |
| Wealthspire Advisors, LLC | 4,922 | $331.5K | 0.00% | −3,226−39.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,931 | $332.1K | 0.16% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,933 | $332.3K | 0.02% | −939−16.0% | Reduced |
| First Affirmative Financial Network | 4,940 | $332.7K | 0.27% | −555−10.1% | Reduced |
| Norinchukin Bank, The | 4,950 | $333.4K | 0.01% | −1,323−21.1% | Reduced |
| Baldwin Investment Management, LLC | 4,956 | $333.8K | 0.05% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 67 | $336.8K | 0.12% | −4,933−98.7% | Reduced |
| Noesis Capital Mangement Corp | 5,009 | $337.4K | 0.08% | −1,000−16.6% | Reduced |
| E Fund Management Co., Ltd. | 5,012 | $337.6K | 0.02% | −484−8.8% | Reduced |
| GM Advisory Group, Inc. | 5,015 | $337.8K | 0.03% | +170+3.5% | Added |
| Northeast Financial Consultants Inc | 5,023 | $338.3K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 5,042 | $339.6K | 0.04% | +137+2.8% | Added |
| FRG Family Wealth Advisors LLC | 5,050 | $340.1K | 0.07% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,051 | $340.2K | 0.03% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 5,085 | $342.5K | 0.11% | +126+2.5% | Added |
| Optas, LLC | 5,086 | $342.5K | 0.10% | +418+9.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,091 | $342.9K | 0.00% | +3,074+152.4% | Added |
| Harvest Fund Management Co., Ltd | 5,117 | $343.0K | 0.05% | +533+11.6% | Added |
| AQR Capital Management LLC | 5,103 | $343.7K | 0.00% | +363+7.7% | Added |
| Advisor OS, LLC | 5,115 | $344.5K | 0.04% | +309+6.4% | Added |
| Aspen Grove Capital, LLC | 5,287 | $346.5K | 0.11% | +71+1.4% | Added |
| Koshinski Asset Management, Inc. | 5,147 | $346.7K | 0.05% | −1,403−21.4% | Reduced |
| Aaron Wealth Advisors | 5,167 | $348.0K | 0.06% | +1,354+35.5% | Added |
| Henshaw Capital LLC | 5,199 | $350.2K | 0.02% | −666−11.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,199 | $350.2K | 0.03% | −24−0.5% | Reduced |
| Sigma Planning Corp | 5,200 | $350.2K | 0.03% | −14,442−73.5% | Reduced |
| West Michigan Advisors, LLC | 5,230 | $352.2K | 0.13% | −2,560−32.9% | Reduced |
| Flow Traders U.S. LLC | 5,249 | $354.0K | 0.01% | +5,249 | New |
| Gallacher Capital Management LLC | 5,281 | $355.7K | 0.20% | +42+0.8% | Added |
| Dynamic Technology Lab Private Ltd | 5,290 | $356.0K | 0.04% | +5,290 | New |
| Fidelis Capital Partners, LLC | 5,336 | $359.4K | 0.08% | +939+21.4% | Added |
| Capital Asset Advisory Services LLC | 5,338 | $359.5K | 0.02% | −35−0.7% | Reduced |
| Dana Investment Advisors, Inc. | 5,373 | $361.9K | 0.02% | −5,534−50.7% | Reduced |
| Cumberland Partners Ltd | 5,345 | $362.0K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 5,400 | $363.7K | 0.00% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 5,424 | $365.0K | 0.10% | +581+12.0% | Added |
| Prudential PLC | 5,440 | $366.4K | 0.00% | +5,440 | New |
| Pointe Capital Management LLC | 5,454 | $367.3K | 0.26% | +69+1.3% | Added |
| National Philanthropic Trust | 5,467 | $368.2K | 0.01% | +5,467 | New |
| Monetary Management Group Inc | 5,500 | $370.4K | 0.12% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,512 | $371.2K | 0.03% | −30−0.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,538 | $373.0K | 0.01% | +1,809+48.5% | Added |
| Portside Wealth Group, LLC | 5,574 | $375.4K | 0.07% | +1,730+45.0% | Added |
| Clark Capital Management Group, Inc. | 5,575 | $375.5K | 0.00% | +448+8.7% | Added |
| Spinnaker Investment Group, LLC | 5,580 | $375.8K | 0.11% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,593 | $376.7K | 0.01% | −1,247−18.2% | Reduced |
| Baron Wealth Management LLC | 5,594 | $376.8K | 0.21% | +322+6.1% | Added |
| Warren Averett Asset Management, LLC | 5,596 | $376.9K | 0.01% | −70−1.2% | Reduced |
| Patriot Investment Management Inc. | 5,625 | $378.8K | 0.03% | −385−6.4% | Reduced |
| Joel Isaacson & Co., LLC | 5,628 | $379.0K | 0.02% | +21+0.4% | Added |
| Capital Investment Advisory Services, LLC | 5,628 | $379.1K | 0.04% | −1,376−19.6% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 5,651 | $380.6K | 0.04% | +468+9.0% | Added |
| Institute for Wealth Management, LLC. | 5,652 | $380.6K | 0.06% | −3−0.1% | Reduced |
| Grimes & Company, Inc. | 5,680 | $382.5K | 0.01% | −98−1.7% | Reduced |
| Inscription Capital, LLC | 5,727 | $385.7K | 0.11% | 00.0% | Unchanged |
| Northstar Group, Inc. | 5,741 | $386.7K | 0.08% | −1,021−15.1% | Reduced |
| Trust Co of Toledo NA | 5,806 | $391.0K | 0.07% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,859 | $394.6K | 0.05% | −320−5.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,861 | $394.7K | 0.07% | −154−2.6% | Reduced |
| Brown Brothers Harriman & Co | 5,885 | $396.4K | 0.00% | −662−10.1% | Reduced |
| Clean Yield Group | 5,900 | $397.4K | 0.17% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 5,901 | $397.5K | 0.02% | −10−0.2% | Reduced |
| XML Financial, LLC | 5,948 | $400.6K | 0.04% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 5,984 | $403.0K | 0.02% | +2,638+78.8% | Added |
| NTV Asset Management LLC | 6,000 | $404.1K | 0.07% | 00.0% | Unchanged |
| Argent Trust Co | 6,006 | $404.5K | 0.02% | 00.0% | Unchanged |
| First Western Trust Bank | 6,062 | $408.3K | 0.02% | +6,062 | New |
| FSM Wealth Advisors, LLC | 6,068 | $408.7K | 0.17% | −278−4.4% | Reduced |
| New Century Financial Group, LLC | 6,117 | $412.0K | 0.36% | +6,117 | New |
| Daymark Wealth Partners, LLC | 6,141 | $413.6K | 0.03% | +761+14.1% | Added |
| Holistic Financial Partners | 6,167 | $415.3K | 0.25% | −361−5.5% | Reduced |
| Allworth Financial LP | 6,175 | $415.9K | 0.00% | +41+0.7% | Added |
| Crumly & Associates Inc. | 6,240 | $420.3K | 0.12% | +98+1.6% | Added |
| Lighthouse Investment Partners, LLC | 6,253 | $421.1K | 0.03% | +6,253 | New |
| McLean Asset Management Corp | 6,231 | $426.1K | 0.16% | −34−0.5% | Reduced |
| Prospector Partners LLC | 6,330 | $426.3K | 0.05% | +445+7.6% | Added |
| Essex Financial Services, Inc. | 6,334 | $426.7K | 0.04% | +328+5.5% | Added |
| Resource Consulting Group Inc | 6,350 | $427.7K | 0.07% | +6,350 | New |
| New England Research & Management, Inc. | 6,350 | $428.0K | 0.23% | −300−4.5% | Reduced |
| First Heartland Consultants, Inc. | 6,357 | $428.0K | 0.05% | +71+1.1% | Added |
| GDS Wealth Management | 6,363 | $428.5K | 0.06% | −76−1.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,372 | $429.1K | 0.04% | +593+10.3% | Added |
| Cooper Financial Group | 6,404 | $431.3K | 0.08% | +6,404 | New |
| First Manhattan Co | 6,433 | $433.3K | 0.00% | −117−1.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,455 | $434.7K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 6,495 | $436.5K | 0.02% | +6,495 | New |
| Johnson Investment Counsel Inc | 6,483 | $436.6K | 0.01% | +798+14.0% | Added |
| Integrated Advisors Network LLC | 6,513 | $438.6K | 0.02% | +342+5.5% | Added |
| Channing Global Advisors, LLC | 6,649 | $447.8K | 0.35% | −847−11.3% | Reduced |
| Fiduciary Trust Co | 6,712 | $452.1K | 0.01% | +448+7.2% | Added |
| Banco de Sabadell, S.A | 6,832 | $455.0K | 0.35% | −18−0.3% | Reduced |
| Callan Capital, LLC | 6,831 | $460.1K | 0.04% | +1,590+30.3% | Added |
| Archford Capital Strategies, LLC | 6,962 | $468.9K | 0.09% | −1,232−15.0% | Reduced |
| Five Oceans Advisors | 6,965 | $469.1K | 0.26% | +81+1.2% | Added |
| Beacon Investment Advisory Services, Inc. | 7,000 | $471.4K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 7,010 | $472.1K | 0.01% | +711+11.3% | Added |
| Bradley Foster & Sargent Inc | 7,013 | $472.3K | 0.01% | −37,650−84.3% | Reduced |
| Great Diamond Partners, LLC | 7,022 | $472.9K | 0.12% | −660−8.6% | Reduced |