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 |
|---|---|---|---|---|---|
| Syon Capital LLC | 18,965 | $1.28M | 0.13% | +2,954+18.4% | Added |
| Burney Co | 18,890 | $1.27M | 0.05% | −4,966−20.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 18,853 | $1.27M | 0.20% | −36−0.2% | Reduced |
| Proequities, Inc. | 18,819 | $1.27M | 0.09% | +7,063+60.1% | Added |
| Evergreen Capital Management LLC | 18,696 | $1.26M | 0.05% | +797+4.5% | Added |
| Commerce Bank | 18,624 | $1.25M | 0.01% | −2,202−10.6% | Reduced |
| Calamos Wealth Management LLC | 18,273 | $1.23M | 0.08% | −5,851−24.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,203 | $1.23M | 0.57% | 00.0% | Unchanged |
| Fifth Third Bancorp | 18,160 | $1.22M | 0.01% | +2,780+18.1% | Added |
| Cinctive Capital Management LP | 18,058 | $1.22M | 0.09% | +18,058 | New |
| Sanibel Captiva Trust Company, Inc. | 17,995 | $1.21M | 0.04% | +17,995 | New |
| Perigon Wealth Management, LLC | 17,825 | $1.20M | 0.04% | −162−0.9% | Reduced |
| Citizens National Bank Trust Department | 17,825 | $1.20M | 0.30% | +9,890+124.6% | Added |
| Ballentine Partners, LLC | 17,820 | $1.20M | 0.02% | +2,325+15.0% | Added |
| Carnegie Capital Asset Management, LLC | 17,814 | $1.20M | 0.04% | −17−0.1% | Reduced |
| DRW Securities, LLC | 17,593 | $1.18M | 0.04% | +7,743+78.6% | Added |
| Fragasso Group Inc. | 17,569 | $1.18M | 0.11% | −212−1.2% | Reduced |
| Verition Fund Management LLC | 17,489 | $1.18M | 0.01% | +17,489 | New |
| EP Wealth Advisors, LLC | 17,481 | $1.18M | 0.02% | +1,837+11.7% | Added |
| Mitchell Capital Management Co | 17,377 | $1.17M | 0.25% | −715−4.0% | Reduced |
| Kestra Private Wealth Services, LLC | 17,338 | $1.17M | 0.03% | +648+3.9% | Added |
| Stablepoint Partners, LLC | 17,308 | $1.17M | 0.30% | +17,308 | New |
| National Asset Management, Inc. | 17,280 | $1.16M | 0.03% | −6,224−26.5% | Reduced |
| Leavell Investment Management, Inc. | 17,263 | $1.16M | 0.07% | +715+4.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,240 | $1.16M | 0.01% | −1,161−6.3% | Reduced |
| Susquehanna International Securities, Ltd. | 17,211 | $1.16M | 0.84% | +17,211 | New |
| MAI Capital Management | 17,201 | $1.16M | 0.02% | +224+1.3% | Added |
| SeaCrest Wealth Management, LLC | 16,934 | $1.16M | 0.14% | +947+5.9% | Added |
| LVW Advisors, LLC | 17,133 | $1.15M | 0.22% | −20.0% | Reduced |
| SYSTM Wealth Solutions LLC | 17,080 | $1.15M | 0.16% | +2,641+18.3% | Added |
| Connable Office Inc | 17,002 | $1.15M | 0.14% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.14M | 0.39% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 16,889 | $1.14M | 0.04% | +760+4.7% | Added |
| Clarius Group, LLC | 16,888 | $1.14M | 0.09% | −420−2.4% | Reduced |
| Marietta Investment Partners LLC | 16,681 | $1.12M | 0.28% | −61,438−78.6% | Reduced |
| Oppenheimer & Co Inc | 16,574 | $1.12M | 0.02% | +2,150+14.9% | Added |
| Verdence Capital Advisors LLC | 16,472 | $1.11M | 0.11% | −1,098−6.2% | Reduced |
| De Burlo Group Inc | 16,292 | $1.10M | 0.19% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 16,369 | $1.10M | 0.04% | +6,216+61.2% | Added |
| Trivant Custom Portfolio Group, LLC | 16,061 | $1.08M | 0.72% | −3,341−17.2% | Reduced |
| Toronto Dominion Bank | 16,046 | $1.08M | 0.00% | +7,685+91.9% | Added |
| Wealth Alliance | 16,012 | $1.08M | 0.15% | +2,300+16.8% | Added |
| Investors Asset Management of Georgia Inc | 15,890 | $1.07M | 0.54% | 00.0% | Unchanged |
| Ellevest, Inc. | 15,860 | $1.07M | 0.07% | −529−3.2% | Reduced |
| Geller Advisors LLC | 15,745 | $1.06M | 0.10% | −80−0.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 15,695 | $1.06M | 0.49% | +389+2.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,639 | $1.05M | 0.21% | +1,201+8.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,579 | $1.05M | 0.10% | +15,579 | New |
| Oarsman Capital, Inc. | 15,475 | $1.04M | 0.28% | +374+2.5% | Added |
| Axq Capital, LP | 15,400 | $1.04M | 0.28% | −7,400−32.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,296 | $1.03M | 0.09% | −494−3.1% | Reduced |
| Hanson & Doremus Investment Management | 15,210 | $1.02M | 0.19% | −238−1.5% | Reduced |
| XTX Topco Ltd | 15,151 | $1.02M | 0.22% | +15,151 | New |
| Valeo Financial Advisors, LLC | 15,122 | $1.02M | 0.04% | −1,535−9.2% | Reduced |
| Westport Asset Management Inc | 15,000 | $1.01M | 0.54% | 00.0% | Unchanged |
| Lido Advisors, LLC | 14,994 | $1.01M | 0.01% | −461−3.0% | Reduced |
| Resources Investment Advisors, LLC. | 14,896 | $1.00M | 0.02% | +5,337+55.8% | Added |
| Benjamin Edwards Inc | 14,867 | $1.00M | 0.22% | −6,769−31.3% | Reduced |
| Alera Investment Advisors, LLC | 14,604 | $983.6K | 0.13% | −161−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 14,603 | $983.5K | 0.01% | +7,938+119.1% | Added |
| First Hawaiian Bank | 14,593 | $982.8K | 0.03% | −359−2.4% | Reduced |
| Vista Investment Management | 14,487 | $975.7K | 0.45% | +3,864+36.4% | Added |
| Parallel Advisors, LLC | 14,312 | $963.9K | 0.03% | −169−1.2% | Reduced |
| Personal Cfo Solutions, LLC | 14,285 | $962.1K | 0.17% | −340−2.3% | Reduced |
| GeoWealth Management, LLC | 14,195 | $956.0K | 0.08% | +14,195 | New |
| VELA Investment Management, LLC | 13,988 | $942.1K | 0.38% | +811+6.2% | Added |
| NFJ Investment Group, LLC | 13,912 | $937.0K | 0.03% | +13,912 | New |
| Malaga Cove Capital, LLC | 13,838 | $932.0K | 0.39% | −3,644−20.8% | Reduced |
| Advisory Services Network, LLC | 13,813 | $930.4K | 0.02% | +4,459+47.7% | Added |
| Beacon Pointe Advisors, LLC | 13,755 | $926.4K | 0.01% | −2,687−16.3% | Reduced |
| Stratos Wealth Partners, LTD. | 13,593 | $915.5K | 0.02% | −261−1.9% | Reduced |
| Balentine LLC | 13,492 | $908.7K | 0.03% | +8,621+177.0% | Added |
| Rathbone Brothers plc | 13,478 | $907.7K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 13,411 | $903.2K | 0.03% | +979+7.9% | Added |
| Horizon Kinetics Asset Management LLC | 13,404 | $902.8K | 0.02% | −574−4.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,381 | $901.2K | 0.08% | +68+0.5% | Added |
| Confluence Wealth Services, Inc. | 13,279 | $894.3K | 0.10% | −742−5.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 13,255 | $892.7K | 1.80% | +13,255 | New |
| Stonegate Investment Group, LLC | 13,222 | $890.5K | 0.03% | +3,824+40.7% | Added |
| IHT Wealth Management, LLC | 13,142 | $885.1K | 0.04% | −503−3.7% | Reduced |
| West Family Investments, Inc. | 13,081 | $881.0K | 0.30% | −68−0.5% | Reduced |
| Hohimer Wealth Management, LLC | 13,047 | $878.7K | 0.22% | 00.0% | Unchanged |
| Intrust Bank NA | 13,041 | $878.3K | 0.10% | −66−0.5% | Reduced |
| Advocate Group LLC | 12,960 | $872.9K | 0.19% | −1,005−7.2% | Reduced |
| Riverview Capital Advisers, LLC | 12,957 | $872.7K | 0.33% | +37+0.3% | Added |
| We Are One Seven, LLC | 12,929 | $870.8K | 0.05% | +6,917+115.1% | Added |
| Marotta Asset Management | 12,907 | $869.3K | 0.19% | −249−1.9% | Reduced |
| Vise Technologies, Inc. | 12,899 | $868.7K | 0.19% | +239+1.9% | Added |
| First American Bank | 12,819 | $863.4K | 0.07% | −47,369−78.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 12,472 | $862.8K | 0.19% | −629−4.8% | Reduced |
| Texas Yale Capital Corp. | 12,802 | $862.2K | 0.04% | +157+1.2% | Added |
| Bank of Hawaii | 12,736 | $857.8K | 0.05% | −3,129−19.7% | Reduced |
| Pitcairn Co | 12,623 | $850.2K | 0.06% | +4,846+62.3% | Added |
| Stockman Wealth Management, Inc. | 12,600 | $848.6K | 0.17% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 12,580 | $847.3K | 0.15% | −305−2.4% | Reduced |
| Financial Advocates Investment Management | 12,570 | $846.6K | 0.06% | +1,470+13.2% | Added |
| Davenport & Co LLC | 12,560 | $845.9K | 0.01% | −44−0.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 12,545 | $844.9K | 0.48% | −224−1.8% | Reduced |
| Schechter Investment Advisors, LLC | 12,481 | $840.6K | 0.07% | −482−3.7% | Reduced |
| Koa Wealth Management, LLC | 12,360 | $832.4K | 0.82% | +12,360 | New |