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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 40,478 | $2.72M | 1.10% | +39,913+7,064.2% | Added |
| Eagle Global Advisors LLC | 40,385 | $2.72M | 0.16% | −1,115−2.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 39,565 | $2.66M | 0.51% | −1,926−4.6% | Reduced |
| SG Americas Securities, LLC | 39,509 | $2.66M | 0.03% | −57,701−59.4% | Reduced |
| Ritholtz Wealth Management | 39,047 | $2.63M | 0.10% | +2,274+6.2% | Added |
| Avitas Wealth Management LLC | 38,453 | $2.59M | 0.43% | +10,391+37.0% | Added |
| Tealwood Asset Management Inc | 37,798 | $2.55M | 1.22% | −604−1.6% | Reduced |
| GWM Advisors LLC | 37,851 | $2.54M | 0.02% | +3,425+9.9% | Added |
| Prudential Financial Inc | 37,711 | $2.54M | 0.00% | +6,494+20.8% | Added |
| Aurora Investment Counsel | 36,341 | $2.54M | 1.65% | +703+2.0% | Added |
| Mount Yale Investment Advisors, LLC | 37,282 | $2.51M | 0.24% | −19,229−34.0% | Reduced |
| Cloverfields Capital Group, LP | 37,268 | $2.51M | 0.98% | +11,877+46.8% | Added |
| RNC Capital Management LLC | 36,952 | $2.49M | 0.15% | +1,055+2.9% | Added |
| Snowden Capital Advisors LLC | 36,875 | $2.48M | 0.09% | +2,734+8.0% | Added |
| Capital International Sarl | 36,626 | $2.47M | 0.09% | +3,681+11.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 36,369 | $2.45M | 0.05% | +22,137+155.5% | Added |
| Money Concepts Capital Corp | 35,881 | $2.42M | 0.22% | +720+2.0% | Added |
| CIBC World Markets Inc. | 35,415 | $2.38M | 0.01% | −5,462−13.4% | Reduced |
| Searle & Co. | 35,350 | $2.38M | 0.65% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 35,321 | $2.38M | 0.15% | +35,321 | New |
| Thoroughbred Financial Services, LLC | 35,129 | $2.37M | 0.19% | +2,211+6.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 33,744 | $2.31M | 0.00% | +1,440+4.5% | Added |
| Atria Wealth Solutions, Inc. | 33,101 | $2.23M | 0.03% | +10,647+47.4% | Added |
| Lincoln National Corp | 32,726 | $2.20M | 0.04% | +899+2.8% | Added |
| Cozad Asset Management Inc | 32,249 | $2.17M | 0.25% | +5,450+20.3% | Added |
| Peapack Gladstone Financial Corp | 32,208 | $2.17M | 0.04% | −362−1.1% | Reduced |
| Paradigm Asset Management Co LLC | 16,800 | $2.16M | 0.57% | −225−1.3% | Reduced |
| UBS Oconnor LLC | 32,067 | $2.16M | 0.07% | −17,475−35.3% | Reduced |
| Boothbay Fund Management, LLC | 31,775 | $2.14M | 0.08% | +31,775 | New |
| NewEdge Wealth, LLC | 31,564 | $2.13M | 0.05% | +2,530+8.7% | Added |
| D.A. Davidson & Co. | 31,512 | $2.12M | 0.02% | +6,279+24.9% | Added |
| Headlands Technologies LLC | 31,002 | $2.09M | 0.62% | +28,094+966.1% | Added |
| Henry James International Management, Inc. | 30,832 | $2.08M | 0.78% | +9,506+44.6% | Added |
| Icon Advisers Inc | 30,000 | $2.02M | 0.46% | 00.0% | Unchanged |
| AXA S.A. | 29,877 | $2.01M | 0.01% | +5,056+20.4% | Added |
| AE Wealth Management LLC | 29,869 | $2.00M | 0.01% | +11,671+64.1% | Added |
| Colony Group, LLC | 29,369 | $1.98M | 0.03% | +29,369 | New |
| WESPAC Advisors, LLC | 28,956 | $1.95M | 1.35% | +13,158+83.3% | Added |
| HB Wealth Management, LLC | 28,454 | $1.92M | 0.03% | +354+1.3% | Added |
| Veriti Management LLC | 28,151 | $1.90M | 0.17% | −388−1.4% | Reduced |
| Twin Tree Management, LP | 28,107 | $1.89M | 0.03% | +28,107 | New |
| Jamison Private Wealth Management, Inc. | 28,081 | $1.89M | 0.35% | −338−1.2% | Reduced |
| Ieq Capital, LLC | 27,710 | $1.87M | 0.03% | −2,574−8.5% | Reduced |
| Greenleaf Trust | 27,695 | $1.87M | 0.02% | −1,500−5.1% | Reduced |
| Old Port Advisors | 27,175 | $1.83M | 0.61% | +1,002+3.8% | Added |
| Avantax Advisory Services, Inc. | 27,009 | $1.82M | 0.02% | −185−0.7% | Reduced |
| Apollon Wealth Management, LLC | 26,970 | $1.82M | 0.06% | +4,499+20.0% | Added |
| Sequoia Financial Advisors, LLC | 26,863 | $1.81M | 0.02% | +2,549+10.5% | Added |
| Credential Qtrade Securities Inc. | 26,802 | $1.81M | 0.11% | −2,608−8.9% | Reduced |
| Qtron Investments LLC | 26,484 | $1.78M | 0.29% | +2,140+8.8% | Added |
| Vestmark Advisory Solutions, Inc. | 26,471 | $1.78M | 0.09% | +2,118+8.7% | Added |
| Stephens Inc | 26,390 | $1.78M | 0.03% | +4,075+18.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 26,308 | $1.77M | 0.12% | +81+0.3% | Added |
| FDx Advisors, Inc. | 26,273 | $1.77M | 0.14% | −728−2.7% | Reduced |
| Catalytic Wealth RIA, LLC | 26,252 | $1.77M | 0.80% | +26,252 | New |
| Pinnacle Associates Ltd | 26,246 | $1.77M | 0.03% | +1,033+4.1% | Added |
| Acadian Asset Management LLC | 26,260 | $1.77M | 0.01% | −13,552−34.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 26,204 | $1.76M | 0.03% | +10,113+62.8% | Added |
| Sectoral Asset Management Inc | 26,130 | $1.76M | 0.76% | +1,310+5.3% | Added |
| McKinley Capital Management LLC /Delaware | 25,877 | $1.74M | 0.22% | −18,185−41.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 25,341 | $1.71M | 0.10% | +475+1.9% | Added |
| Integrated Wealth Concepts LLC | 25,221 | $1.70M | 0.03% | +860+3.5% | Added |
| Americana Partners, LLC | 25,216 | $1.70M | 0.16% | −2,907−10.3% | Reduced |
| Quadrant Capital Group LLC | 24,977 | $1.68M | 0.14% | +493+2.0% | Added |
| Rhumbline Advisers | 24,965 | $1.68M | 0.00% | +615+2.5% | Added |
| NorthCrest Asset Manangement, LLC | 24,924 | $1.68M | 0.06% | −525−2.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 24,475 | $1.65M | 0.76% | +24,475 | New |
| Chicago Capital, LLC | 24,319 | $1.64M | 0.06% | +24,319 | New |
| Silvercrest Asset Management Group LLC | 24,121 | $1.62M | 0.01% | +24,121 | New |
| Axxcess Wealth Management, LLC | 24,046 | $1.62M | 0.05% | +5,362+28.7% | Added |
| Banco Santander, S.A. | 23,970 | $1.61M | 0.02% | −10,750−31.0% | Reduced |
| Altfest L J & Co Inc | 23,778 | $1.60M | 0.23% | +6,948+41.3% | Added |
| Venturi Wealth Management, LLC | 23,358 | $1.57M | 0.11% | −758−3.1% | Reduced |
| Bender Robert & Associates | 23,178 | $1.56M | 0.39% | −5,441−19.0% | Reduced |
| Simmons Bank | 23,134 | $1.56M | 0.13% | +18,765+429.5% | Added |
| Dillon & Associates Inc | 23,241 | $1.56M | 0.28% | +885+4.0% | Added |
| Smith, Salley & Associates | 22,957 | $1.55M | 0.10% | −419−1.8% | Reduced |
| Ziegler Capital Management, LLC | 22,738 | $1.54M | 0.07% | −818−3.5% | Reduced |
| Columbus Macro, LLC | 22,631 | $1.53M | 0.60% | +4,491+24.8% | Added |
| Sofos Investments, Inc. | 22,661 | $1.53M | 0.43% | +22,586+30,114.7% | Added |
| Vident Advisory, LLC | 22,153 | $1.49M | 0.04% | +447+2.1% | Added |
| Seven Eight Capital, LP | 22,047 | $1.48M | 0.17% | +6,454+41.4% | Added |
| Sound View Wealth Advisors Group, LLC | 21,863 | $1.47M | 0.16% | −444−2.0% | Reduced |
| FJ Investments, LLC | 21,623 | $1.46M | 0.07% | +21,623 | New |
| Procyon Private Wealth Partners, LLC | 21,112 | $1.42M | 0.12% | +15,970+310.6% | Added |
| Checchi Capital Advisers, LLC | 21,105 | $1.42M | 0.12% | −3,020−12.5% | Reduced |
| Boston Private Wealth LLC | 21,017 | $1.42M | 0.03% | +868+4.3% | Added |
| Eaton Financial Holdings Company, LLC | 20,865 | $1.41M | 0.34% | 00.0% | Unchanged |
| Edmp, Inc. | 20,761 | $1.39M | 1.26% | −428−2.0% | Reduced |
| SAL Trading, LLC | 20,300 | $1.37M | 6.66% | +1,500+8.0% | Added |
| Handelsbanken Fonder AB | 20,230 | $1.36M | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20,223 | $1.36M | 0.05% | +20,223 | New |
| Gateway Investment Advisers LLC | 20,211 | $1.36M | 0.02% | +20,211 | New |
| Dorsey & Whitney Trust CO LLC | 20,097 | $1.35M | 0.10% | +242+1.2% | Added |
| HighPoint Advisor Group LLC | 20,536 | $1.35M | 0.10% | +20,536 | New |
| AdvisorNet Financial, Inc | 19,853 | $1.34M | 0.12% | +2,853+16.8% | Added |
| Whittier Trust Co | 19,584 | $1.32M | 0.02% | +1,257+6.9% | Added |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.29M | 0.18% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 19,113 | $1.29M | 0.12% | −1,260−6.2% | Reduced |
| Level Four Advisory Services, LLC | 19,110 | $1.29M | 0.07% | −1,421−6.9% | Reduced |