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 |
|---|---|---|---|---|---|
| Everpar Advisors LLC | 11,018 | $742.1K | 0.35% | +11,018 | New |
| Grove Bank & Trust | 11,021 | $742.3K | 0.14% | −486−4.2% | Reduced |
| Founders Financial Securities LLC | 11,084 | $746.5K | 0.08% | +11,084 | New |
| Arete Wealth Advisors, LLC | 11,106 | $748.0K | 0.06% | +306+2.8% | Added |
| Proficio Capital Partners LLC | 11,114 | $748.5K | 0.09% | −92−0.8% | Reduced |
| Empower Advisory Group, LLC | 11,184 | $753.2K | 0.00% | +749+7.2% | Added |
| Guerra Pan Advisors, LLC | 11,201 | $754.4K | 0.72% | 00.0% | Unchanged |
| Howland Capital Management LLC | 11,308 | $761.6K | 0.04% | −500−4.2% | Reduced |
| Coldstream Capital Management Inc | 11,346 | $764.2K | 0.02% | +2,513+28.5% | Added |
| Schiavi & Co LLC | 11,371 | $765.8K | 0.32% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 11,382 | $766.6K | 0.20% | −134−1.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 11,450 | $771.0K | 0.02% | −28,053−71.0% | Reduced |
| Old National Bancorp | 11,463 | $772.0K | 0.02% | +2,113+22.6% | Added |
| Venture Visionary Partners LLC | 11,465 | $772.2K | 0.04% | +236+2.1% | Added |
| DFPG Investments, LLC | 11,304 | $772.3K | 0.06% | −978−8.0% | Reduced |
| Sittner & Nelson, LLC | 11,475 | $772.8K | 0.41% | −264−2.2% | Reduced |
| Cullinan Associates Inc | 11,528 | $776.4K | 0.04% | −20.0% | Reduced |
| M Holdings Securities, Inc. | 11,540 | $777.0K | 0.09% | −57−0.5% | Reduced |
| Global Retirement Partners, LLC | 11,622 | $781.8K | 0.03% | −6,148−34.6% | Reduced |
| Umb Bank N A | 11,696 | $787.7K | 0.01% | −1,179−9.2% | Reduced |
| Covenant Partners, LLC | 11,704 | $788.3K | 0.25% | −4,926−29.6% | Reduced |
| Jarislowsky, Fraser Ltd | 11,763 | $792.2K | 0.00% | −74−0.6% | Reduced |
| Regions Financial Corp | 11,881 | $800.2K | 0.01% | +755+6.8% | Added |
| Voya Financial Advisors, Inc. | 11,896 | $800.6K | 0.10% | +171+1.5% | Added |
| Penserra Capital Management LLC | 11,948 | $804.0K | 0.02% | +1,848+18.3% | Added |
| Capital Wealth Planning, LLC | 11,948 | $804.7K | 0.01% | +1,848+18.3% | Added |
| Empire Financial Management Company, LLC | 12,000 | $808.2K | 0.32% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 12,099 | $814.9K | 0.13% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 11,822 | $815.8K | 0.40% | −550−4.4% | Reduced |
| RB Capital Management, LLC | 12,218 | $822.9K | 0.24% | +15+0.1% | Added |
| Moser Wealth Advisors, LLC | 12,345 | $831.4K | 0.53% | +144+1.2% | Added |
| Koa Wealth Management, LLC | 12,360 | $832.4K | 0.82% | +12,360 | New |
| Schechter Investment Advisors, LLC | 12,481 | $840.6K | 0.07% | −482−3.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 12,545 | $844.9K | 0.48% | −224−1.8% | Reduced |
| Davenport & Co LLC | 12,560 | $845.9K | 0.01% | −44−0.3% | Reduced |
| Financial Advocates Investment Management | 12,570 | $846.6K | 0.06% | +1,470+13.2% | Added |
| 9258 Wealth Management, LLC | 12,580 | $847.3K | 0.15% | −305−2.4% | Reduced |
| Stockman Wealth Management, Inc. | 12,600 | $848.6K | 0.17% | 00.0% | Unchanged |
| Pitcairn Co | 12,623 | $850.2K | 0.06% | +4,846+62.3% | Added |
| Bank of Hawaii | 12,736 | $857.8K | 0.05% | −3,129−19.7% | Reduced |
| Texas Yale Capital Corp. | 12,802 | $862.2K | 0.04% | +157+1.2% | Added |
| Cedar Brook Financial Partners, LLC | 12,472 | $862.8K | 0.19% | −629−4.8% | Reduced |
| First American Bank | 12,819 | $863.4K | 0.07% | −47,369−78.7% | Reduced |
| Vise Technologies, Inc. | 12,899 | $868.7K | 0.19% | +239+1.9% | Added |
| Marotta Asset Management | 12,907 | $869.3K | 0.19% | −249−1.9% | Reduced |
| We Are One Seven, LLC | 12,929 | $870.8K | 0.05% | +6,917+115.1% | Added |
| Riverview Capital Advisers, LLC | 12,957 | $872.7K | 0.33% | +37+0.3% | Added |
| Advocate Group LLC | 12,960 | $872.9K | 0.19% | −1,005−7.2% | Reduced |
| Intrust Bank NA | 13,041 | $878.3K | 0.10% | −66−0.5% | Reduced |
| Hohimer Wealth Management, LLC | 13,047 | $878.7K | 0.22% | 00.0% | Unchanged |
| West Family Investments, Inc. | 13,081 | $881.0K | 0.30% | −68−0.5% | Reduced |
| IHT Wealth Management, LLC | 13,142 | $885.1K | 0.04% | −503−3.7% | Reduced |
| Stonegate Investment Group, LLC | 13,222 | $890.5K | 0.03% | +3,824+40.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 13,255 | $892.7K | 1.80% | +13,255 | New |
| Confluence Wealth Services, Inc. | 13,279 | $894.3K | 0.10% | −742−5.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,381 | $901.2K | 0.08% | +68+0.5% | Added |
| Horizon Kinetics Asset Management LLC | 13,404 | $902.8K | 0.02% | −574−4.1% | Reduced |
| TD Private Client Wealth LLC | 13,411 | $903.2K | 0.03% | +979+7.9% | Added |
| Rathbone Brothers plc | 13,478 | $907.7K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 13,492 | $908.7K | 0.03% | +8,621+177.0% | Added |
| Stratos Wealth Partners, LTD. | 13,593 | $915.5K | 0.02% | −261−1.9% | Reduced |
| Beacon Pointe Advisors, LLC | 13,755 | $926.4K | 0.01% | −2,687−16.3% | Reduced |
| Advisory Services Network, LLC | 13,813 | $930.4K | 0.02% | +4,459+47.7% | Added |
| Malaga Cove Capital, LLC | 13,838 | $932.0K | 0.39% | −3,644−20.8% | Reduced |
| NFJ Investment Group, LLC | 13,912 | $937.0K | 0.03% | +13,912 | New |
| VELA Investment Management, LLC | 13,988 | $942.1K | 0.38% | +811+6.2% | Added |
| GeoWealth Management, LLC | 14,195 | $956.0K | 0.08% | +14,195 | New |
| Personal Cfo Solutions, LLC | 14,285 | $962.1K | 0.17% | −340−2.3% | Reduced |
| Parallel Advisors, LLC | 14,312 | $963.9K | 0.03% | −169−1.2% | Reduced |
| Vista Investment Management | 14,487 | $975.7K | 0.45% | +3,864+36.4% | Added |
| First Hawaiian Bank | 14,593 | $982.8K | 0.03% | −359−2.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 14,603 | $983.5K | 0.01% | +7,938+119.1% | Added |
| Alera Investment Advisors, LLC | 14,604 | $983.6K | 0.13% | −161−1.1% | Reduced |
| Benjamin Edwards Inc | 14,867 | $1.00M | 0.22% | −6,769−31.3% | Reduced |
| Resources Investment Advisors, LLC. | 14,896 | $1.00M | 0.02% | +5,337+55.8% | Added |
| Lido Advisors, LLC | 14,994 | $1.01M | 0.01% | −461−3.0% | Reduced |
| Westport Asset Management Inc | 15,000 | $1.01M | 0.54% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 15,122 | $1.02M | 0.04% | −1,535−9.2% | Reduced |
| XTX Topco Ltd | 15,151 | $1.02M | 0.22% | +15,151 | New |
| Hanson & Doremus Investment Management | 15,210 | $1.02M | 0.19% | −238−1.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,296 | $1.03M | 0.09% | −494−3.1% | Reduced |
| Axq Capital, LP | 15,400 | $1.04M | 0.28% | −7,400−32.5% | Reduced |
| Oarsman Capital, Inc. | 15,475 | $1.04M | 0.28% | +374+2.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,579 | $1.05M | 0.10% | +15,579 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,639 | $1.05M | 0.21% | +1,201+8.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 15,695 | $1.06M | 0.49% | +389+2.5% | Added |
| Geller Advisors LLC | 15,745 | $1.06M | 0.10% | −80−0.5% | Reduced |
| Ellevest, Inc. | 15,860 | $1.07M | 0.07% | −529−3.2% | Reduced |
| Investors Asset Management of Georgia Inc | 15,890 | $1.07M | 0.54% | 00.0% | Unchanged |
| Wealth Alliance | 16,012 | $1.08M | 0.15% | +2,300+16.8% | Added |
| Toronto Dominion Bank | 16,046 | $1.08M | 0.00% | +7,685+91.9% | Added |
| Trivant Custom Portfolio Group, LLC | 16,061 | $1.08M | 0.72% | −3,341−17.2% | Reduced |
| Itau Unibanco Holding S.A. | 16,369 | $1.10M | 0.04% | +6,216+61.2% | Added |
| De Burlo Group Inc | 16,292 | $1.10M | 0.19% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 16,472 | $1.11M | 0.11% | −1,098−6.2% | Reduced |
| Oppenheimer & Co Inc | 16,574 | $1.12M | 0.02% | +2,150+14.9% | Added |
| Marietta Investment Partners LLC | 16,681 | $1.12M | 0.28% | −61,438−78.6% | Reduced |
| Clarius Group, LLC | 16,888 | $1.14M | 0.09% | −420−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 16,889 | $1.14M | 0.04% | +760+4.7% | Added |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.14M | 0.39% | 00.0% | Unchanged |