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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 404,874 | $27.3M | 0.02% | +76,416+23.3% | Added |
| Becker Capital Management Inc | 381,762 | $25.7M | 0.93% | −6,617−1.7% | Reduced |
| Brandywine Global Investment Management, LLC | 378,847 | $25.5M | 0.21% | +28,597+8.2% | Added |
| Lazard Asset Management LLC | 354,116 | $23.8M | 0.03% | +70,557+24.9% | Added |
| 1832 Asset Management L.P. | 350,978 | $23.6M | 0.04% | +330,310+1,598.2% | Added |
| State of Wisconsin Investment Board | 335,157 | $22.6M | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 330,953 | $22.3M | 0.04% | −2,455−0.7% | Reduced |
| Kornitzer Capital Management Inc | 323,966 | $21.8M | 0.42% | +15,002+4.9% | Added |
| Van Eck Associates Corp | 322,474 | $21.7M | 0.04% | +885+0.3% | Added |
| Chilton Capital Management LLC | 321,968 | $21.7M | 1.10% | +9,607+3.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 315,604 | $21.3M | 0.45% | +4,825+1.6% | Added |
| CI Private Wealth, LLC | 306,127 | $20.6M | 0.04% | −53,716−14.9% | Reduced |
| Mackenzie Financial Corp | 303,533 | $20.4M | 0.03% | −11,002−3.5% | Reduced |
| Federated Hermes, Inc. | 289,577 | $19.5M | 0.05% | −7,278−2.5% | Reduced |
| Walleye Capital LLC | 285,924 | $19.3M | 0.27% | −80,166−21.9% | Reduced |
| Point72 Asset Management, L.P. | 281,443 | $19.0M | 0.06% | +281,443 | New |
| Sit Investment Associates Inc | 277,910 | $18.7M | 0.46% | −3,340−1.2% | Reduced |
| LMR Partners LLP | 277,516 | $18.7M | 0.47% | −124,600−31.0% | Reduced |
| M&T Bank Corp | 276,110 | $18.6M | 0.07% | −11,178−3.9% | Reduced |
| Victory Capital Management Inc | 275,118 | $18.5M | 0.02% | +525+0.2% | Added |
| Flputnam Investment Management Co | 272,094 | $18.3M | 0.43% | +30,628+12.7% | Added |
| Janney Montgomery Scott LLC | 261,743 | $17.6M | 0.06% | +49,252+23.2% | Added |
| Foresight Global Investors, Inc. | 258,028 | $17.4M | 9.96% | −9,702−3.6% | Reduced |
| Voloridge Investment Management, LLC | 251,502 | $16.9M | 0.07% | +11,308+4.7% | Added |
| Vestal Point Capital, LP | 250,000 | $16.8M | 1.78% | +250,000 | New |
| Hudson Bay Capital Management LP | 249,424 | $16.8M | 0.15% | +249,424 | New |
| Blair William & Co | 247,439 | $16.7M | 0.06% | −19,194−7.2% | Reduced |
| Truist Financial Corp | 243,690 | $16.4M | 0.03% | +5,289+2.2% | Added |
| MML Investors Services, LLC | 243,144 | $16.4M | 0.08% | +51,351+26.8% | Added |
| Bamco Inc | 238,887 | $16.1M | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 234,341 | $15.8M | 0.01% | +3,225+1.4% | Added |
| HRT Financial LP | 229,282 | $15.4M | 0.11% | +211,956+1,223.3% | Added |
| CIBC Asset Management Inc | 223,618 | $15.1M | 0.06% | +11,892+5.6% | Added |
| Guggenheim Capital LLC | 222,814 | $15.0M | 0.11% | +6,058+2.8% | Added |
| Tiaa Trust, National Association | 218,701 | $14.7M | 0.05% | −29,621−11.9% | Reduced |
| Zimmer Partners, LP | 218,200 | $14.7M | 0.54% | +143,200+190.9% | Added |
| Baird Financial Group, Inc. | 216,723 | $14.6M | 0.03% | −13,288−5.8% | Reduced |
| Pathstone Holdings, LLC | 212,617 | $14.3M | 0.08% | +212,617 | New |
| Glenmede Trust Co NA | 204,704 | $13.8M | 0.07% | −217−0.1% | Reduced |
| Davidson Investment Advisors | 204,562 | $13.8M | 0.79% | +204,562 | New |
| Capital International Inc | 202,572 | $13.6M | 0.21% | +85,687+73.3% | Added |
| Hilton Capital Management, LLC | 202,330 | $13.6M | 1.46% | −844−0.4% | Reduced |
| Buckingham Capital Management, Inc. | 201,513 | $13.6M | 1.82% | +1,906+1.0% | Added |
| Kames Capital plc | 201,370 | $13.6M | 0.22% | +201,370 | New |
| New York State Common Retirement Fund | 196,563 | $13.2M | 0.02% | +37,214+23.4% | Added |
| Artia Global Partners LP | 190,752 | $12.8M | 5.08% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 187,237 | $12.6M | 0.33% | −4,718−2.5% | Reduced |
| US Bancorp | 186,629 | $12.6M | 0.02% | +31,252+20.1% | Added |
| Commonwealth Equity Services, LLC | 183,572 | $12.4M | 0.02% | +3,748+2.1% | Added |
| Daiwa Securities Group Inc. | 181,256 | $12.2M | 0.08% | +1,018+0.6% | Added |
| Parkwood LLC | 181,236 | $12.2M | 1.96% | −10,236−5.3% | Reduced |
| Sphera Funds Management Ltd. | 180,060 | $12.1M | 2.25% | −105,000−36.8% | Reduced |
| Rockefeller Capital Management L.P. | 173,971 | $11.7M | 0.04% | −1,209−0.7% | Reduced |
| Community Trust & Investment Co | 172,462 | $11.6M | 0.89% | +1,017+0.6% | Added |
| Tang Capital Management LLC | 170,000 | $11.4M | 1.06% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 166,959 | $11.2M | 0.05% | +43,464+35.2% | Added |
| Cullen/Frost Bankers, Inc. | 166,748 | $11.2M | 0.18% | −1,633−1.0% | Reduced |
| First Foundation Advisors | 166,469 | $11.2M | 0.51% | −38,227−18.7% | Reduced |
| Scotia Capital Inc. | 163,254 | $11.0M | 0.07% | +26,639+19.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 163,011 | $11.0M | 0.02% | +49,541+43.7% | Added |
| QRG Capital Management, Inc. | 160,256 | $10.8M | 0.16% | +8,597+5.7% | Added |
| Bridgewater Associates, LP | 160,050 | $10.8M | 0.06% | +46,241+40.6% | Added |
| Howe & Rusling Inc | 156,496 | $10.5M | 1.12% | +28,282+22.1% | Added |
| Dodge & Cox | 155,675 | $10.5M | 0.01% | −1,650−1.0% | Reduced |
| Assetmark, Inc | 154,906 | $10.4M | 0.04% | +15,642+11.2% | Added |
| Charles Schwab Investment Management Inc | 147,251 | $9.92M | 0.00% | +24,233+19.7% | Added |
| Creative Planning | 146,870 | $9.89M | 0.02% | −21,795−12.9% | Reduced |
| Park National Corp | 146,146 | $9.84M | 0.40% | +7,196+5.2% | Added |
| Brinker Capital Investments, LLC | 140,712 | $9.74M | 0.11% | +13,605+10.7% | Added |
| Orion Portfolio Solutions, LLC | 140,712 | $9.74M | 0.11% | +13,605+10.7% | Added |
| Mariner, LLC | 142,358 | $9.59M | 0.02% | −2,871−2.0% | Reduced |
| Edge Capital Group, LLC | 139,267 | $9.38M | 0.52% | −998−0.7% | Reduced |
| Mercer Global Advisors Inc | 130,929 | $8.82M | 0.03% | −10,087−7.2% | Reduced |
| Oak Family Advisors, LLC | 130,338 | $8.78M | 3.69% | −4,429−3.3% | Reduced |
| Bokf, NA | 129,799 | $8.74M | 0.17% | −6,782−5.0% | Reduced |
| Zevin Asset Management LLC | 129,766 | $8.74M | 1.57% | +3,217+2.5% | Added |
| Bailard, Inc. | 127,071 | $8.56M | 0.25% | −1,914−1.5% | Reduced |
| Wexford Capital LP | 125,401 | $8.45M | 1.81% | +36,607+41.2% | Added |
| Captrust Financial Advisors | 122,804 | $8.27M | 0.03% | +4,984+4.2% | Added |
| Magnetar Financial LLC | 117,820 | $7.94M | 0.20% | +117,820 | New |
| Oak Ridge Investments LLC | 116,318 | $7.83M | 0.90% | +927+0.8% | Added |
| Manufacturers Life Insurance Company, The | 115,519 | $7.78M | 0.00% | +21,962+23.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 115,428 | $7.77M | 0.03% | +13,311+13.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 115,420 | $7.77M | 0.02% | +49,474+75.0% | Added |
| Braun Stacey Associates Inc | 111,504 | $7.51M | 0.34% | −28,590−20.4% | Reduced |
| Susquehanna International Group, LLP | 110,226 | $7.42M | 0.01% | +73,202+197.7% | Added |
| Bessemer Group Inc | 108,234 | $7.29M | 0.01% | +820+0.8% | Added |
| WS Portfolio Advisory, LLC | 104,916 | $7.07M | 1.31% | −8,142−7.2% | Reduced |
| Generate Investment Management Ltd | 104,916 | $7.07M | 0.61% | +104,916 | New |
| James Investment Research Inc | 104,032 | $7.01M | 0.88% | −890−0.8% | Reduced |
| FORA Capital, LLC | 101,069 | $6.81M | 0.58% | +66,517+192.5% | Added |
| Altrius Capital Management Inc | 99,717 | $6.72M | 1.87% | +1,633+1.7% | Added |
| WealthPlan Investment Management, LLC | 98,333 | $6.62M | 1.06% | +14,134+16.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 97,433 | $6.56M | 0.03% | −8,057−7.6% | Reduced |
| Phoenix Holdings Ltd. | 92,295 | $6.45M | 0.11% | +38,998+73.2% | Added |
| Gabelli Funds LLC | 95,697 | $6.45M | 0.05% | +900+0.9% | Added |
| Aquatic Capital Management LLC | 95,700 | $6.45M | 0.16% | +95,700 | New |
| ExodusPoint Capital Management, LP | 95,681 | $6.44M | 0.08% | −155,500−61.9% | Reduced |
| Cerity Partners LLC | 95,677 | $6.44M | 0.02% | +50,750+113.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 95,497 | $6.43M | 0.01% | +10,338+12.1% | Added |