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 |
|---|---|---|---|---|---|
| Fruth Investment Management | 7,046 | $474.0K | 0.13% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 7,038 | $474.0K | 0.02% | +273+4.0% | Added |
| Miracle Mile Advisors, LLC | 7,042 | $474.3K | 0.01% | −32,978−82.4% | Reduced |
| Harbour Investments, Inc. | 7,061 | $475.6K | 0.02% | +240+3.5% | Added |
| Full Sail Capital, LLC | 7,073 | $476.4K | 0.04% | −1,870−20.9% | Reduced |
| Stock Yards Bank & Trust Co | 7,094 | $477.8K | 0.02% | −95−1.3% | Reduced |
| KCM Investment Advisors LLC | 7,118 | $479.4K | 0.02% | −600−7.8% | Reduced |
| Wilkinson Global Asset Management LLC | 7,173 | $483.1K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 7,231 | $487.0K | 0.14% | +2,859+65.4% | Added |
| Stevard, LLC | 7,248 | $488.2K | 0.48% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 7,299 | $491.6K | 0.05% | +1,540+26.7% | Added |
| LVM Capital Management Ltd | 7,300 | $492.0K | 0.06% | 00.0% | Unchanged |
| Gradient Investments LLC | 7,335 | $494.0K | 0.01% | +76+1.0% | Added |
| Fca Corp | 7,500 | $505.1K | 0.17% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,520 | $506.5K | 0.01% | +397+5.6% | Added |
| TriaGen Wealth Management LLC | 7,530 | $507.1K | 0.24% | 00.0% | Unchanged |
| Spire Wealth Management | 7,623 | $507.3K | 0.02% | −362−4.5% | Reduced |
| Nilsine Partners, LLC | 7,535 | $507.5K | 0.08% | −1,043−12.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,655 | $515.6K | 0.02% | +181+2.4% | Added |
| Keating Investment Counselors Inc | 7,693 | $518.1K | 0.19% | −75−1.0% | Reduced |
| Rehmann Capital Advisory Group | 7,711 | $519.3K | 0.04% | +2,489+47.7% | Added |
| Flagship Harbor Advisors, LLC | 7,727 | $520.4K | 0.04% | +55+0.7% | Added |
| Dynamic Advisor Solutions LLC | 7,644 | $522.7K | 0.02% | +64+0.8% | Added |
| Buckingham Strategic Wealth, LLC | 7,771 | $523.4K | 0.01% | +1,770+29.5% | Added |
| Lindbrook Capital, LLC | 7,868 | $529.9K | 0.05% | +652+9.0% | Added |
| Cohen Investment Advisors LLC | 7,886 | $531.1K | 0.39% | −637−7.5% | Reduced |
| Nwam LLC | 7,994 | $534.8K | 0.04% | −97−1.2% | Reduced |
| Wedbush Securities Inc | 8,006 | $539.0K | 0.02% | −451−5.3% | Reduced |
| Ar Asset Management Inc | 8,000 | $539.0K | 0.14% | 00.0% | Unchanged |
| Huntington National Bank | 8,016 | $539.9K | 0.00% | −1,596−16.6% | Reduced |
| Hartford Funds Management Co LLC | 8,023 | $540.3K | 0.05% | +2,234+38.6% | Added |
| Panagora Asset Management Inc | 8,028 | $540.7K | 0.00% | −21,980−73.2% | Reduced |
| 180 Wealth Advisors, LLC | 7,923 | $541.9K | 0.11% | +1,551+24.3% | Added |
| Accurate Wealth Management, LLC | 7,860 | $543.7K | 0.17% | +30.0% | Added |
| Wedmont Private Capital | 7,870 | $544.7K | 0.04% | +1,188+17.8% | Added |
| Garrison Asset Management, LLC | 8,090 | $544.9K | 0.30% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 8,080 | $552.7K | 0.09% | +8,080 | New |
| Advisors Capital Management, LLC | 8,215 | $553.0K | 0.01% | +8,215 | New |
| Dakota Wealth Management | 8,232 | $554.4K | 0.02% | −5,640−40.7% | Reduced |
| Howard Financial Services, Ltd. | 8,234 | $554.6K | 0.11% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 8,263 | $556.5K | 0.06% | −551−6.3% | Reduced |
| Legacy Financial Advisors, Inc. | 8,278 | $557.5K | 0.11% | −177−2.1% | Reduced |
| HBK Sorce Advisory LLC | 8,302 | $559.1K | 0.02% | −85−1.0% | Reduced |
| Coastline Trust Co | 8,320 | $560.4K | 0.07% | −440−5.0% | Reduced |
| Atlas Capital Advisors LLC | 8,393 | $565.3K | 0.08% | −545−6.1% | Reduced |
| Moors & Cabot, Inc. | 8,424 | $567.3K | 0.04% | +58+0.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 8,444 | $568.7K | 0.06% | 00.0% | Unchanged |
| Bray Capital Advisors | 8,500 | $572.5K | 0.16% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 8,550 | $575.9K | 0.09% | +8,550 | New |
| FinTrust Capital Advisors, LLC | 8,563 | $576.7K | 0.12% | −666−7.2% | Reduced |
| Wick Capital Partners, LLC | 8,601 | $579.2K | 0.24% | −19−0.2% | Reduced |
| Principal Street Partners, LLC | 8,701 | $586.0K | 0.14% | −9,369−51.8% | Reduced |
| PEAK6 Investments LLC | 8,758 | $589.9K | 0.03% | +1,763+25.2% | Added |
| Cubist Systematic Strategies, LLC | 8,778 | $591.2K | 0.01% | −21,974−71.5% | Reduced |
| Brown Advisory Inc | 8,811 | $593.4K | 0.00% | −902−9.3% | Reduced |
| D.B. Root & Company, LLC | 8,832 | $594.8K | 0.22% | +8,832 | New |
| Scissortail Wealth Management, LLC | 8,900 | $598.0K | 0.19% | +8,900 | New |
| RMB Capital Management, LLC | 8,992 | $605.6K | 0.02% | +91+1.0% | Added |
| Eagle Strategies LLC | 9,041 | $608.9K | 0.13% | +29+0.3% | Added |
| CWM, LLC | 9,060 | $610.0K | 0.00% | −206−2.2% | Reduced |
| Central Trust Co | 9,085 | $611.9K | 0.02% | −491−5.1% | Reduced |
| Columbia Asset Management | 9,094 | $612.0K | 0.13% | −407−4.3% | Reduced |
| Fulton Bank, N.A. | 9,088 | $612.1K | 0.03% | −25−0.3% | Reduced |
| Meridian Wealth Management, LLC | 9,106 | $613.3K | 0.04% | −8,136−47.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,177 | $618.1K | 0.02% | +9,177 | New |
| CAPROCK Group, Inc. | 9,211 | $620.4K | 0.04% | −1,896−17.1% | Reduced |
| Susquehanna International Group Ltd. | 9,221 | $621.0K | 0.14% | +2,419+35.6% | Added |
| Oakworth Capital, Inc. | 9,399 | $633.0K | 0.05% | +592+6.7% | Added |
| Beverly Hills Private Wealth, LLC | 9,408 | $633.6K | 0.17% | −436−4.4% | Reduced |
| Moreno Evelyn V | 9,446 | $636.2K | 0.30% | −648−6.4% | Reduced |
| Telemus Capital, LLC | 9,534 | $642.1K | 0.05% | +581+6.5% | Added |
| Whittier Trust Co of Nevada Inc | 9,573 | $644.7K | 0.02% | −239−2.4% | Reduced |
| Hancock Whitney Corp | 9,634 | $648.9K | 0.02% | +747+8.4% | Added |
| Lake Street Advisors Group, LLC | 9,653 | $650.1K | 0.03% | −662−6.4% | Reduced |
| Mutual Advisors, LLC | 9,706 | $653.7K | 0.02% | −217−2.2% | Reduced |
| Courier Capital LLC | 9,717 | $654.4K | 0.05% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 9,766 | $657.7K | 0.64% | −31−0.3% | Reduced |
| Grandfield & Dodd, LLC | 9,782 | $658.8K | 0.05% | −1,055−9.7% | Reduced |
| STF Management LP | 9,820 | $661.4K | 0.31% | +325+3.4% | Added |
| Baker Tilly Wealth Management, LLC | 9,831 | $662.1K | 0.11% | +5,239+114.1% | Added |
| Nissay Asset Management Corp | 9,836 | $662.5K | 0.01% | +5,032+104.7% | Added |
| 1620 Investment Advisors, Inc. | 9,917 | $667.9K | 0.73% | +28+0.3% | Added |
| Key Financial Inc | 10,004 | $673.8K | 0.18% | +200+2.0% | Added |
| Eqis Capital Management, Inc. | 10,054 | $677.1K | 0.06% | −11,485−53.3% | Reduced |
| Bayesian Capital Management, LP | 10,100 | $680.2K | 0.07% | −7,700−43.3% | Reduced |
| Atomi Financial Group, Inc. | 10,123 | $681.8K | 0.09% | +10,123 | New |
| First City Capital Management, Inc. | 10,186 | $686.0K | 0.40% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 10,190 | $686.3K | 0.00% | −1,230−10.8% | Reduced |
| Affinity Wealth Management LLC | 10,301 | $693.8K | 0.14% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,345 | $696.7K | 0.01% | −42,230−80.3% | Reduced |
| Geneos Wealth Management Inc. | 10,349 | $697.0K | 0.03% | −911−8.1% | Reduced |
| Mission Wealth Management, LP | 10,385 | $699.5K | 0.02% | +2,276+28.1% | Added |
| PDS Planning, Inc | 10,389 | $699.7K | 0.08% | −362−3.4% | Reduced |
| Aries Wealth Management | 10,470 | $705.2K | 0.25% | −9−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 10,559 | $711.1K | 0.06% | +2,459+30.4% | Added |
| Berkshire Asset Management LLC | 10,565 | $711.6K | 0.04% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $715.3K | 0.25% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10,691 | $720.0K | 0.02% | +10,117+1,762.5% | Added |
| Forum Financial Management, LP | 10,993 | $740.4K | 0.01% | −32−0.3% | Reduced |
| Phillips Wealth Planners LLC | 11,134 | $740.6K | 0.89% | −47−0.4% | Reduced |