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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 31,512 | $2.12M | 0.02% | +6,279+24.9% | Added |
| NewEdge Wealth, LLC | 31,564 | $2.13M | 0.05% | +2,530+8.7% | Added |
| Boothbay Fund Management, LLC | 31,775 | $2.14M | 0.08% | +31,775 | New |
| UBS Oconnor LLC | 32,067 | $2.16M | 0.07% | −17,475−35.3% | Reduced |
| Paradigm Asset Management Co LLC | 16,800 | $2.16M | 0.57% | −225−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 32,208 | $2.17M | 0.04% | −362−1.1% | Reduced |
| Cozad Asset Management Inc | 32,249 | $2.17M | 0.25% | +5,450+20.3% | Added |
| Lincoln National Corp | 32,726 | $2.20M | 0.04% | +899+2.8% | Added |
| Atria Wealth Solutions, Inc. | 33,101 | $2.23M | 0.03% | +10,647+47.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 33,744 | $2.31M | 0.00% | +1,440+4.5% | Added |
| Thoroughbred Financial Services, LLC | 35,129 | $2.37M | 0.19% | +2,211+6.7% | Added |
| Goelzer Investment Management, Inc. | 35,321 | $2.38M | 0.15% | +35,321 | New |
| Searle & Co. | 35,350 | $2.38M | 0.65% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 35,415 | $2.38M | 0.01% | −5,462−13.4% | Reduced |
| Money Concepts Capital Corp | 35,881 | $2.42M | 0.22% | +720+2.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 36,369 | $2.45M | 0.05% | +22,137+155.5% | Added |
| Capital International Sarl | 36,626 | $2.47M | 0.09% | +3,681+11.2% | Added |
| Snowden Capital Advisors LLC | 36,875 | $2.48M | 0.09% | +2,734+8.0% | Added |
| RNC Capital Management LLC | 36,952 | $2.49M | 0.15% | +1,055+2.9% | Added |
| Cloverfields Capital Group, LP | 37,268 | $2.51M | 0.98% | +11,877+46.8% | Added |
| Mount Yale Investment Advisors, LLC | 37,282 | $2.51M | 0.24% | −19,229−34.0% | Reduced |
| Aurora Investment Counsel | 36,341 | $2.54M | 1.65% | +703+2.0% | Added |
| Prudential Financial Inc | 37,711 | $2.54M | 0.00% | +6,494+20.8% | Added |
| GWM Advisors LLC | 37,851 | $2.54M | 0.02% | +3,425+9.9% | Added |
| Tealwood Asset Management Inc | 37,798 | $2.55M | 1.22% | −604−1.6% | Reduced |
| Avitas Wealth Management LLC | 38,453 | $2.59M | 0.43% | +10,391+37.0% | Added |
| Ritholtz Wealth Management | 39,047 | $2.63M | 0.10% | +2,274+6.2% | Added |
| SG Americas Securities, LLC | 39,509 | $2.66M | 0.03% | −57,701−59.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 39,565 | $2.66M | 0.51% | −1,926−4.6% | Reduced |
| Eagle Global Advisors LLC | 40,385 | $2.72M | 0.16% | −1,115−2.7% | Reduced |
| Clear Street Markets LLC | 40,478 | $2.72M | 1.10% | +39,913+7,064.2% | Added |
| American International Group, Inc. | 40,464 | $2.73M | 0.01% | +775+2.0% | Added |
| Crossmark Global Holdings, Inc. | 40,494 | $2.73M | 0.06% | +949+2.4% | Added |
| Marshall Wace, LLP | 40,773 | $2.75M | 0.01% | +8,372+25.8% | Added |
| Gluskin Sheff & Assoc Inc | 20,340 | $2.75M | 0.27% | −8,450−29.4% | Reduced |
| Perpetual Ltd | 41,038 | $2.76M | 0.03% | −624−1.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 41,334 | $2.78M | 0.02% | +9,634+30.4% | Added |
| Employees Retirement System of Texas | 41,770 | $2.81M | 0.03% | 00.0% | Unchanged |
| Seascape Capital Management | 41,970 | $2.83M | 1.19% | +1,804+4.5% | Added |
| Savant Capital, LLC | 42,050 | $2.83M | 0.04% | −501−1.2% | Reduced |
| Channel Wealth LLC | 42,253 | $2.85M | 1.34% | +5,311+14.4% | Added |
| LGT Fund Management Co Ltd. | 42,310 | $2.85M | 1.22% | 00.0% | Unchanged |
| Fiduciary Group LLC | 42,505 | $2.86M | 0.34% | +32,330+317.7% | Added |
| Capital International Ltd | 42,861 | $2.89M | 0.15% | −3,062−6.7% | Reduced |
| Souders Financial Advisors | 43,566 | $2.93M | 0.50% | +803+1.9% | Added |
| Cetera Advisors LLC | 43,774 | $2.95M | 0.04% | +23,756+118.7% | Added |
| Equitable Trust Co | 43,948 | $2.96M | 0.22% | −2,713−5.8% | Reduced |
| LMCG Investments, LLC | 44,699 | $3.01M | 0.19% | −854−1.9% | Reduced |
| TownSquare Capital, LLC | 45,032 | $3.03M | 0.05% | +15,556+52.8% | Added |
| Marks Group Wealth Management, Inc | 45,281 | $3.05M | 0.35% | +36,789+433.2% | Added |
| Meitav Dash Investments Ltd | 45,393 | $3.06M | 0.04% | −30,683−40.3% | Reduced |
| Louisiana State Employees Retirement System | 46,300 | $3.12M | 0.06% | +200+0.4% | Added |
| Hendley & Co Inc | 46,610 | $3.14M | 1.22% | −50−0.1% | Reduced |
| Signaturefd, LLC | 46,902 | $3.16M | 0.07% | −507−1.1% | Reduced |
| Hantz Financial Services, Inc. | 47,200 | $3.18M | 0.07% | +46,986+21,956.1% | Added |
| Guardian Capital LP | 47,289 | $3.18M | 0.11% | −4,830−9.3% | Reduced |
| Naviter Wealth, LLC | 47,328 | $3.19M | 0.64% | +4,355+10.1% | Added |
| Naples Global Advisors, LLC | 48,618 | $3.27M | 0.36% | +3,915+8.8% | Added |
| Tower Research Capital LLC (TRC) | 48,641 | $3.28M | 0.04% | +32,254+196.8% | Added |
| Cresset Asset Management, LLC | 48,854 | $3.29M | 0.02% | −5,409−10.0% | Reduced |
| Moran Wealth Management, LLC | 49,500 | $3.33M | 0.12% | +18,045+57.4% | Added |
| Nwi Management LP | 50,000 | $3.37M | 0.68% | 00.0% | Unchanged |
| Samjo Management, LLC | 50,930 | $3.43M | 1.21% | +50,930 | New |
| TCG Advisory Services, LLC | 50,963 | $3.43M | 0.24% | +12,110+31.2% | Added |
| Bellevue Group AG | 51,600 | $3.48M | 0.05% | −33,000−39.0% | Reduced |
| Madison Asset Management, LLC | 51,971 | $3.50M | 0.05% | −1,364−2.6% | Reduced |
| United Capital Financial Advisers, LLC | 52,223 | $3.52M | 0.03% | −17,749−25.4% | Reduced |
| iA Global Asset Management Inc. | 52,371 | $3.53M | 0.08% | +3,813+7.9% | Added |
| Edmond de Rothschild Holding S.A. | 52,457 | $3.53M | 0.06% | +7,690+17.2% | Added |
| Park Avenue Securities LLC | 52,664 | $3.55M | 0.05% | +7,626+16.9% | Added |
| Profund Advisors LLC | 53,035 | $3.57M | 0.15% | +7,110+15.5% | Added |
| JustInvest LLC | 53,355 | $3.59M | 0.09% | −7,863−12.8% | Reduced |
| Patten Group, Inc. | 53,657 | $3.61M | 0.98% | −894−1.6% | Reduced |
| Keybank National Association | 53,927 | $3.63M | 0.02% | +1,487+2.8% | Added |
| Fred Alger Management, LLC | 54,396 | $3.66M | 0.02% | −840,326−93.9% | Reduced |
| Yousif Capital Management, LLC | 54,642 | $3.68M | 0.04% | +3,520+6.9% | Added |
| Ramirez Asset Management, Inc. | 55,403 | $3.73M | 0.76% | −1,026−1.8% | Reduced |
| Pacer Advisors, Inc. | 55,774 | $3.76M | 0.01% | +3,246+6.2% | Added |
| Advisors Asset Management, Inc. | 56,624 | $3.81M | 0.08% | +1,925+3.5% | Added |
| Raymond James Trust N.A. | 57,043 | $3.84M | 0.10% | −5,896−9.4% | Reduced |
| Guardian Capital Advisors LP | 56,228 | $3.89M | 0.41% | −2,355−4.0% | Reduced |
| Terry L. Blaker | 57,790 | $3.89M | 0.32% | +57,790 | New |
| Prospera Financial Services Inc | 58,331 | $3.93M | 0.13% | +40,430+225.9% | Added |
| Tri Locum Partners LP | 58,787 | $3.96M | 1.94% | +14,553+32.9% | Added |
| Stanley-Laman Group, Ltd. | 59,229 | $3.99M | 0.61% | +6,277+11.9% | Added |
| Cetera Investment Advisers | 59,455 | $4.00M | 0.03% | +9,155+18.2% | Added |
| Affinity Asset Advisors, LLC | 60,000 | $4.04M | 0.81% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 60,054 | $4.04M | 1.64% | −1,061−1.7% | Reduced |
| Azzad Asset Management Inc | 60,287 | $4.06M | 0.51% | +546+0.9% | Added |
| FourThought Financial Partners, LLC | 60,422 | $4.07M | 0.51% | +2,633+4.6% | Added |
| Private Advisor Group, LLC | 61,074 | $4.11M | 0.03% | −3,887−6.0% | Reduced |
| Quantbot Technologies LP | 61,338 | $4.13M | 0.24% | +53,233+656.8% | Added |
| Nomura Asset Management Co Ltd | 61,530 | $4.14M | 0.02% | +1,876+3.1% | Added |
| WSFS Capital Management, LLC | 61,866 | $4.17M | 0.26% | +164+0.3% | Added |
| South State Corp. | 62,281 | $4.19M | 0.36% | −227−0.4% | Reduced |
| Cetera Advisor Networks LLC | 62,609 | $4.22M | 0.02% | −1,373−2.1% | Reduced |
| Ingalls & Snyder LLC | 64,134 | $4.32M | 0.20% | −1,558−2.4% | Reduced |
| Bleakley Financial Group, LLC | 64,599 | $4.35M | 0.14% | +4,263+7.1% | Added |
| China Universal Asset Management Co., Ltd. | 65,475 | $4.41M | 0.86% | +48,349+282.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 65,500 | $4.41M | 0.00% | −84−0.1% | Reduced |