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 |
|---|---|---|---|---|---|
| Connable Office Inc | 17,002 | $1.15M | 0.14% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 17,080 | $1.15M | 0.16% | +2,641+18.3% | Added |
| LVW Advisors, LLC | 17,133 | $1.15M | 0.22% | −20.0% | Reduced |
| SeaCrest Wealth Management, LLC | 16,934 | $1.16M | 0.14% | +947+5.9% | Added |
| MAI Capital Management | 17,201 | $1.16M | 0.02% | +224+1.3% | Added |
| Susquehanna International Securities, Ltd. | 17,211 | $1.16M | 0.84% | +17,211 | New |
| B. Metzler seel. Sohn & Co. AG | 17,240 | $1.16M | 0.01% | −1,161−6.3% | Reduced |
| Leavell Investment Management, Inc. | 17,263 | $1.16M | 0.07% | +715+4.3% | Added |
| National Asset Management, Inc. | 17,280 | $1.16M | 0.03% | −6,224−26.5% | Reduced |
| Stablepoint Partners, LLC | 17,308 | $1.17M | 0.30% | +17,308 | New |
| Kestra Private Wealth Services, LLC | 17,338 | $1.17M | 0.03% | +648+3.9% | Added |
| Mitchell Capital Management Co | 17,377 | $1.17M | 0.25% | −715−4.0% | Reduced |
| EP Wealth Advisors, LLC | 17,481 | $1.18M | 0.02% | +1,837+11.7% | Added |
| Verition Fund Management LLC | 17,489 | $1.18M | 0.01% | +17,489 | New |
| Fragasso Group Inc. | 17,569 | $1.18M | 0.11% | −212−1.2% | Reduced |
| DRW Securities, LLC | 17,593 | $1.18M | 0.04% | +7,743+78.6% | Added |
| Carnegie Capital Asset Management, LLC | 17,814 | $1.20M | 0.04% | −17−0.1% | Reduced |
| Ballentine Partners, LLC | 17,820 | $1.20M | 0.02% | +2,325+15.0% | Added |
| Citizens National Bank Trust Department | 17,825 | $1.20M | 0.30% | +9,890+124.6% | Added |
| Perigon Wealth Management, LLC | 17,825 | $1.20M | 0.04% | −162−0.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 17,995 | $1.21M | 0.04% | +17,995 | New |
| Cinctive Capital Management LP | 18,058 | $1.22M | 0.09% | +18,058 | New |
| Fifth Third Bancorp | 18,160 | $1.22M | 0.01% | +2,780+18.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,203 | $1.23M | 0.57% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 18,273 | $1.23M | 0.08% | −5,851−24.3% | Reduced |
| Commerce Bank | 18,624 | $1.25M | 0.01% | −2,202−10.6% | Reduced |
| Evergreen Capital Management LLC | 18,696 | $1.26M | 0.05% | +797+4.5% | Added |
| Proequities, Inc. | 18,819 | $1.27M | 0.09% | +7,063+60.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 18,853 | $1.27M | 0.20% | −36−0.2% | Reduced |
| Burney Co | 18,890 | $1.27M | 0.05% | −4,966−20.8% | Reduced |
| Syon Capital LLC | 18,965 | $1.28M | 0.13% | +2,954+18.4% | Added |
| Level Four Advisory Services, LLC | 19,110 | $1.29M | 0.07% | −1,421−6.9% | Reduced |
| NEOS Investment Management LLC | 19,113 | $1.29M | 0.12% | −1,260−6.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.29M | 0.18% | 00.0% | Unchanged |
| Whittier Trust Co | 19,584 | $1.32M | 0.02% | +1,257+6.9% | Added |
| AdvisorNet Financial, Inc | 19,853 | $1.34M | 0.12% | +2,853+16.8% | Added |
| HighPoint Advisor Group LLC | 20,536 | $1.35M | 0.10% | +20,536 | New |
| Dorsey & Whitney Trust CO LLC | 20,097 | $1.35M | 0.10% | +242+1.2% | Added |
| Gateway Investment Advisers LLC | 20,211 | $1.36M | 0.02% | +20,211 | New |
| Principal Securities, Inc. | 20,223 | $1.36M | 0.05% | +20,223 | New |
| Handelsbanken Fonder AB | 20,230 | $1.36M | 0.01% | 00.0% | Unchanged |
| SAL Trading, LLC | 20,300 | $1.37M | 6.66% | +1,500+8.0% | Added |
| Edmp, Inc. | 20,761 | $1.39M | 1.26% | −428−2.0% | Reduced |
| Eaton Financial Holdings Company, LLC | 20,865 | $1.41M | 0.34% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 21,017 | $1.42M | 0.03% | +868+4.3% | Added |
| Checchi Capital Advisers, LLC | 21,105 | $1.42M | 0.12% | −3,020−12.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 21,112 | $1.42M | 0.12% | +15,970+310.6% | Added |
| FJ Investments, LLC | 21,623 | $1.46M | 0.07% | +21,623 | New |
| Sound View Wealth Advisors Group, LLC | 21,863 | $1.47M | 0.16% | −444−2.0% | Reduced |
| Seven Eight Capital, LP | 22,047 | $1.48M | 0.17% | +6,454+41.4% | Added |
| Vident Advisory, LLC | 22,153 | $1.49M | 0.04% | +447+2.1% | Added |
| Sofos Investments, Inc. | 22,661 | $1.53M | 0.43% | +22,586+30,114.7% | Added |
| Columbus Macro, LLC | 22,631 | $1.53M | 0.60% | +4,491+24.8% | Added |
| Ziegler Capital Management, LLC | 22,738 | $1.54M | 0.07% | −818−3.5% | Reduced |
| Smith, Salley & Associates | 22,957 | $1.55M | 0.10% | −419−1.8% | Reduced |
| Dillon & Associates Inc | 23,241 | $1.56M | 0.28% | +885+4.0% | Added |
| Simmons Bank | 23,134 | $1.56M | 0.13% | +18,765+429.5% | Added |
| Bender Robert & Associates | 23,178 | $1.56M | 0.39% | −5,441−19.0% | Reduced |
| Venturi Wealth Management, LLC | 23,358 | $1.57M | 0.11% | −758−3.1% | Reduced |
| Altfest L J & Co Inc | 23,778 | $1.60M | 0.23% | +6,948+41.3% | Added |
| Banco Santander, S.A. | 23,970 | $1.61M | 0.02% | −10,750−31.0% | Reduced |
| Axxcess Wealth Management, LLC | 24,046 | $1.62M | 0.05% | +5,362+28.7% | Added |
| Silvercrest Asset Management Group LLC | 24,121 | $1.62M | 0.01% | +24,121 | New |
| Chicago Capital, LLC | 24,319 | $1.64M | 0.06% | +24,319 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 24,475 | $1.65M | 0.76% | +24,475 | New |
| NorthCrest Asset Manangement, LLC | 24,924 | $1.68M | 0.06% | −525−2.1% | Reduced |
| Rhumbline Advisers | 24,965 | $1.68M | 0.00% | +615+2.5% | Added |
| Quadrant Capital Group LLC | 24,977 | $1.68M | 0.14% | +493+2.0% | Added |
| Americana Partners, LLC | 25,216 | $1.70M | 0.16% | −2,907−10.3% | Reduced |
| Integrated Wealth Concepts LLC | 25,221 | $1.70M | 0.03% | +860+3.5% | Added |
| Nicholas Hoffman & Company, LLC. | 25,341 | $1.71M | 0.10% | +475+1.9% | Added |
| McKinley Capital Management LLC /Delaware | 25,877 | $1.74M | 0.22% | −18,185−41.3% | Reduced |
| Sectoral Asset Management Inc | 26,130 | $1.76M | 0.76% | +1,310+5.3% | Added |
| Prime Capital Investment Advisors, LLC | 26,204 | $1.76M | 0.03% | +10,113+62.8% | Added |
| Acadian Asset Management LLC | 26,260 | $1.77M | 0.01% | −13,552−34.0% | Reduced |
| Pinnacle Associates Ltd | 26,246 | $1.77M | 0.03% | +1,033+4.1% | Added |
| Catalytic Wealth RIA, LLC | 26,252 | $1.77M | 0.80% | +26,252 | New |
| FDx Advisors, Inc. | 26,273 | $1.77M | 0.14% | −728−2.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 26,308 | $1.77M | 0.12% | +81+0.3% | Added |
| Stephens Inc | 26,390 | $1.78M | 0.03% | +4,075+18.3% | Added |
| Vestmark Advisory Solutions, Inc. | 26,471 | $1.78M | 0.09% | +2,118+8.7% | Added |
| Qtron Investments LLC | 26,484 | $1.78M | 0.29% | +2,140+8.8% | Added |
| Credential Qtrade Securities Inc. | 26,802 | $1.81M | 0.11% | −2,608−8.9% | Reduced |
| Sequoia Financial Advisors, LLC | 26,863 | $1.81M | 0.02% | +2,549+10.5% | Added |
| Apollon Wealth Management, LLC | 26,970 | $1.82M | 0.06% | +4,499+20.0% | Added |
| Avantax Advisory Services, Inc. | 27,009 | $1.82M | 0.02% | −185−0.7% | Reduced |
| Old Port Advisors | 27,175 | $1.83M | 0.61% | +1,002+3.8% | Added |
| Greenleaf Trust | 27,695 | $1.87M | 0.02% | −1,500−5.1% | Reduced |
| Ieq Capital, LLC | 27,710 | $1.87M | 0.03% | −2,574−8.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 28,081 | $1.89M | 0.35% | −338−1.2% | Reduced |
| Twin Tree Management, LP | 28,107 | $1.89M | 0.03% | +28,107 | New |
| Veriti Management LLC | 28,151 | $1.90M | 0.17% | −388−1.4% | Reduced |
| HB Wealth Management, LLC | 28,454 | $1.92M | 0.03% | +354+1.3% | Added |
| WESPAC Advisors, LLC | 28,956 | $1.95M | 1.35% | +13,158+83.3% | Added |
| Colony Group, LLC | 29,369 | $1.98M | 0.03% | +29,369 | New |
| AE Wealth Management LLC | 29,869 | $2.00M | 0.01% | +11,671+64.1% | Added |
| AXA S.A. | 29,877 | $2.01M | 0.01% | +5,056+20.4% | Added |
| Icon Advisers Inc | 30,000 | $2.02M | 0.46% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 30,832 | $2.08M | 0.78% | +9,506+44.6% | Added |
| Headlands Technologies LLC | 31,002 | $2.09M | 0.62% | +28,094+966.1% | Added |