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 |
|---|---|---|---|---|---|
| Marathon Capital Management | 95,190 | $6.41M | 1.61% | +95,190 | New |
| O'Shaughnessy Asset Management, LLC | 94,693 | $6.38M | 0.08% | +7,283+8.3% | Added |
| Steward Partners Investment Advisory, LLC | 88,749 | $5.98M | 0.08% | −696−0.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 88,222 | $5.94M | 0.03% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 87,969 | $5.92M | 0.08% | +15,107+20.7% | Added |
| Ethic Inc. | 86,975 | $5.86M | 0.17% | +8,394+10.7% | Added |
| Quantitative Investment Management, LLC | 85,600 | $5.76M | 0.33% | +85,600 | New |
| Atria Investments LLC | 84,626 | $5.70M | 0.09% | +5,078+6.4% | Added |
| Brandywine Oak Private Wealth LLC | 84,378 | $5.68M | 0.63% | −381−0.4% | Reduced |
| CIBC World Markets Corp | 83,584 | $5.63M | 0.03% | +16,568+24.7% | Added |
| DekaBank Deutsche Girozentrale | 81,312 | $5.52M | 0.01% | +1,312+1.6% | Added |
| Cantor Fitzgerald, L. P. | 81,771 | $5.51M | 1.20% | +81,771 | New |
| Timber Creek Capital Management LLC | 80,718 | $5.44M | 1.85% | +1,036+1.3% | Added |
| Strategic Wealth Partners, Ltd. | 80,034 | $5.39M | 0.66% | +22,700+39.6% | Added |
| GLOBALT Investments LLC | 79,647 | $5.36M | 0.22% | +79,647 | New |
| Amundi | 77,695 | $5.35M | 0.00% | +74,670+2,468.4% | Added |
| Northwestern Mutual Wealth Management Co | 79,476 | $5.35M | 0.01% | +3,751+5.0% | Added |
| Quantinno Capital Management LP | 79,116 | $5.33M | 0.19% | +36,560+85.9% | Added |
| Kestra Advisory Services, LLC | 78,131 | $5.26M | 0.04% | +2,181+2.9% | Added |
| Motco | 77,796 | $5.24M | 0.34% | −11,454−12.8% | Reduced |
| Old Mission Capital LLC | 77,201 | $5.20M | 0.15% | +55,367+253.6% | Added |
| LSV Asset Management | 75,200 | $5.07M | 0.01% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 72,754 | $4.90M | 0.01% | −2,590−3.4% | Reduced |
| Pictet North America Advisors SA | 72,649 | $4.89M | 0.63% | −6,670−8.4% | Reduced |
| Capitolis Liquid Global Markets LLC | 72,000 | $4.85M | 0.20% | +72,000 | New |
| Wetherby Asset Management Inc | 71,462 | $4.81M | 0.25% | +36+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 70,961 | $4.78M | 0.01% | −1,338,172−95.0% | Reduced |
| Suvretta Capital Management, LLC | 70,490 | $4.75M | 0.22% | 00.0% | Unchanged |
| Synovus Financial Corp | 69,971 | $4.71M | 0.07% | −79,599−53.2% | Reduced |
| Shelton Capital Management | 69,666 | $4.69M | 0.15% | +4,352+6.7% | Added |
| Sawtooth Solutions, LLC | 67,376 | $4.54M | 0.12% | +7,040+11.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 65,500 | $4.41M | 0.00% | −84−0.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 65,475 | $4.41M | 0.86% | +48,349+282.3% | Added |
| Bleakley Financial Group, LLC | 64,599 | $4.35M | 0.14% | +4,263+7.1% | Added |
| Ingalls & Snyder LLC | 64,134 | $4.32M | 0.20% | −1,558−2.4% | Reduced |
| Cetera Advisor Networks LLC | 62,609 | $4.22M | 0.02% | −1,373−2.1% | Reduced |
| South State Corp. | 62,281 | $4.19M | 0.36% | −227−0.4% | Reduced |
| WSFS Capital Management, LLC | 61,866 | $4.17M | 0.26% | +164+0.3% | Added |
| Nomura Asset Management Co Ltd | 61,530 | $4.14M | 0.02% | +1,876+3.1% | Added |
| Quantbot Technologies LP | 61,338 | $4.13M | 0.24% | +53,233+656.8% | Added |
| Private Advisor Group, LLC | 61,074 | $4.11M | 0.03% | −3,887−6.0% | Reduced |
| FourThought Financial Partners, LLC | 60,422 | $4.07M | 0.51% | +2,633+4.6% | Added |
| Azzad Asset Management Inc | 60,287 | $4.06M | 0.51% | +546+0.9% | Added |
| AIMZ Investment Advisors, LLC | 60,054 | $4.04M | 1.64% | −1,061−1.7% | Reduced |
| Affinity Asset Advisors, LLC | 60,000 | $4.04M | 0.81% | 00.0% | Unchanged |
| Cetera Investment Advisers | 59,455 | $4.00M | 0.03% | +9,155+18.2% | Added |
| Stanley-Laman Group, Ltd. | 59,229 | $3.99M | 0.61% | +6,277+11.9% | Added |
| Tri Locum Partners LP | 58,787 | $3.96M | 1.94% | +14,553+32.9% | Added |
| Prospera Financial Services Inc | 58,331 | $3.93M | 0.13% | +40,430+225.9% | Added |
| Terry L. Blaker | 57,790 | $3.89M | 0.32% | +57,790 | New |
| Guardian Capital Advisors LP | 56,228 | $3.89M | 0.41% | −2,355−4.0% | Reduced |
| Raymond James Trust N.A. | 57,043 | $3.84M | 0.10% | −5,896−9.4% | Reduced |
| Advisors Asset Management, Inc. | 56,624 | $3.81M | 0.08% | +1,925+3.5% | Added |
| Pacer Advisors, Inc. | 55,774 | $3.76M | 0.01% | +3,246+6.2% | Added |
| Ramirez Asset Management, Inc. | 55,403 | $3.73M | 0.76% | −1,026−1.8% | Reduced |
| Yousif Capital Management, LLC | 54,642 | $3.68M | 0.04% | +3,520+6.9% | Added |
| Fred Alger Management, LLC | 54,396 | $3.66M | 0.02% | −840,326−93.9% | Reduced |
| Keybank National Association | 53,927 | $3.63M | 0.02% | +1,487+2.8% | Added |
| Patten Group, Inc. | 53,657 | $3.61M | 0.98% | −894−1.6% | Reduced |
| JustInvest LLC | 53,355 | $3.59M | 0.09% | −7,863−12.8% | Reduced |
| Profund Advisors LLC | 53,035 | $3.57M | 0.15% | +7,110+15.5% | Added |
| Park Avenue Securities LLC | 52,664 | $3.55M | 0.05% | +7,626+16.9% | Added |
| Edmond de Rothschild Holding S.A. | 52,457 | $3.53M | 0.06% | +7,690+17.2% | Added |
| iA Global Asset Management Inc. | 52,371 | $3.53M | 0.08% | +3,813+7.9% | Added |
| United Capital Financial Advisers, LLC | 52,223 | $3.52M | 0.03% | −17,749−25.4% | Reduced |
| Madison Asset Management, LLC | 51,971 | $3.50M | 0.05% | −1,364−2.6% | Reduced |
| Bellevue Group AG | 51,600 | $3.48M | 0.05% | −33,000−39.0% | Reduced |
| TCG Advisory Services, LLC | 50,963 | $3.43M | 0.24% | +12,110+31.2% | Added |
| Samjo Management, LLC | 50,930 | $3.43M | 1.21% | +50,930 | New |
| Nwi Management LP | 50,000 | $3.37M | 0.68% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 49,500 | $3.33M | 0.12% | +18,045+57.4% | Added |
| Cresset Asset Management, LLC | 48,854 | $3.29M | 0.02% | −5,409−10.0% | Reduced |
| Tower Research Capital LLC (TRC) | 48,641 | $3.28M | 0.04% | +32,254+196.8% | Added |
| Naples Global Advisors, LLC | 48,618 | $3.27M | 0.36% | +3,915+8.8% | Added |
| Naviter Wealth, LLC | 47,328 | $3.19M | 0.64% | +4,355+10.1% | Added |
| Guardian Capital LP | 47,289 | $3.18M | 0.11% | −4,830−9.3% | Reduced |
| Hantz Financial Services, Inc. | 47,200 | $3.18M | 0.07% | +46,986+21,956.1% | Added |
| Signaturefd, LLC | 46,902 | $3.16M | 0.07% | −507−1.1% | Reduced |
| Hendley & Co Inc | 46,610 | $3.14M | 1.22% | −50−0.1% | Reduced |
| Louisiana State Employees Retirement System | 46,300 | $3.12M | 0.06% | +200+0.4% | Added |
| Meitav Dash Investments Ltd | 45,393 | $3.06M | 0.04% | −30,683−40.3% | Reduced |
| Marks Group Wealth Management, Inc | 45,281 | $3.05M | 0.35% | +36,789+433.2% | Added |
| TownSquare Capital, LLC | 45,032 | $3.03M | 0.05% | +15,556+52.8% | Added |
| LMCG Investments, LLC | 44,699 | $3.01M | 0.19% | −854−1.9% | Reduced |
| Equitable Trust Co | 43,948 | $2.96M | 0.22% | −2,713−5.8% | Reduced |
| Cetera Advisors LLC | 43,774 | $2.95M | 0.04% | +23,756+118.7% | Added |
| Souders Financial Advisors | 43,566 | $2.93M | 0.50% | +803+1.9% | Added |
| Capital International Ltd | 42,861 | $2.89M | 0.15% | −3,062−6.7% | Reduced |
| Fiduciary Group LLC | 42,505 | $2.86M | 0.34% | +32,330+317.7% | Added |
| LGT Fund Management Co Ltd. | 42,310 | $2.85M | 1.22% | 00.0% | Unchanged |
| Channel Wealth LLC | 42,253 | $2.85M | 1.34% | +5,311+14.4% | Added |
| Savant Capital, LLC | 42,050 | $2.83M | 0.04% | −501−1.2% | Reduced |
| Seascape Capital Management | 41,970 | $2.83M | 1.19% | +1,804+4.5% | Added |
| Employees Retirement System of Texas | 41,770 | $2.81M | 0.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 41,334 | $2.78M | 0.02% | +9,634+30.4% | Added |
| Perpetual Ltd | 41,038 | $2.76M | 0.03% | −624−1.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 20,340 | $2.75M | 0.27% | −8,450−29.4% | Reduced |
| Marshall Wace, LLP | 40,773 | $2.75M | 0.01% | +8,372+25.8% | Added |
| Crossmark Global Holdings, Inc. | 40,494 | $2.73M | 0.06% | +949+2.4% | Added |
| American International Group, Inc. | 40,464 | $2.73M | 0.01% | +775+2.0% | Added |