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 |
|---|---|---|---|---|---|
| Moser Wealth Advisors, LLC | 12,345 | $831.4K | 0.53% | +144+1.2% | Added |
| RB Capital Management, LLC | 12,218 | $822.9K | 0.24% | +15+0.1% | Added |
| Sanders Morris Harris LLC | 11,822 | $815.8K | 0.40% | −550−4.4% | Reduced |
| Flaharty Asset Management, LLC | 12,099 | $814.9K | 0.13% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 12,000 | $808.2K | 0.32% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 11,948 | $804.7K | 0.01% | +1,848+18.3% | Added |
| Penserra Capital Management LLC | 11,948 | $804.0K | 0.02% | +1,848+18.3% | Added |
| Voya Financial Advisors, Inc. | 11,896 | $800.6K | 0.10% | +171+1.5% | Added |
| Regions Financial Corp | 11,881 | $800.2K | 0.01% | +755+6.8% | Added |
| Jarislowsky, Fraser Ltd | 11,763 | $792.2K | 0.00% | −74−0.6% | Reduced |
| Covenant Partners, LLC | 11,704 | $788.3K | 0.25% | −4,926−29.6% | Reduced |
| Umb Bank N A | 11,696 | $787.7K | 0.01% | −1,179−9.2% | Reduced |
| Global Retirement Partners, LLC | 11,622 | $781.8K | 0.03% | −6,148−34.6% | Reduced |
| M Holdings Securities, Inc. | 11,540 | $777.0K | 0.09% | −57−0.5% | Reduced |
| Cullinan Associates Inc | 11,528 | $776.4K | 0.04% | −20.0% | Reduced |
| Sittner & Nelson, LLC | 11,475 | $772.8K | 0.41% | −264−2.2% | Reduced |
| DFPG Investments, LLC | 11,304 | $772.3K | 0.06% | −978−8.0% | Reduced |
| Venture Visionary Partners LLC | 11,465 | $772.2K | 0.04% | +236+2.1% | Added |
| Old National Bancorp | 11,463 | $772.0K | 0.02% | +2,113+22.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 11,450 | $771.0K | 0.02% | −28,053−71.0% | Reduced |
| Sage Rhino Capital LLC | 11,382 | $766.6K | 0.20% | −134−1.2% | Reduced |
| Schiavi & Co LLC | 11,371 | $765.8K | 0.32% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,346 | $764.2K | 0.02% | +2,513+28.5% | Added |
| Howland Capital Management LLC | 11,308 | $761.6K | 0.04% | −500−4.2% | Reduced |
| Guerra Pan Advisors, LLC | 11,201 | $754.4K | 0.72% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 11,184 | $753.2K | 0.00% | +749+7.2% | Added |
| Proficio Capital Partners LLC | 11,114 | $748.5K | 0.09% | −92−0.8% | Reduced |
| Arete Wealth Advisors, LLC | 11,106 | $748.0K | 0.06% | +306+2.8% | Added |
| Founders Financial Securities LLC | 11,084 | $746.5K | 0.08% | +11,084 | New |
| Grove Bank & Trust | 11,021 | $742.3K | 0.14% | −486−4.2% | Reduced |
| Everpar Advisors LLC | 11,018 | $742.1K | 0.35% | +11,018 | New |
| Phillips Wealth Planners LLC | 11,134 | $740.6K | 0.89% | −47−0.4% | Reduced |
| Forum Financial Management, LP | 10,993 | $740.4K | 0.01% | −32−0.3% | Reduced |
| Horizon Investments, LLC | 10,691 | $720.0K | 0.02% | +10,117+1,762.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $715.3K | 0.25% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 10,565 | $711.6K | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 10,559 | $711.1K | 0.06% | +2,459+30.4% | Added |
| Aries Wealth Management | 10,470 | $705.2K | 0.25% | −9−0.1% | Reduced |
| PDS Planning, Inc | 10,389 | $699.7K | 0.08% | −362−3.4% | Reduced |
| Mission Wealth Management, LP | 10,385 | $699.5K | 0.02% | +2,276+28.1% | Added |
| Geneos Wealth Management Inc. | 10,349 | $697.0K | 0.03% | −911−8.1% | Reduced |
| Wolverine Trading, LLC | 10,345 | $696.7K | 0.01% | −42,230−80.3% | Reduced |
| Affinity Wealth Management LLC | 10,301 | $693.8K | 0.14% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 10,190 | $686.3K | 0.00% | −1,230−10.8% | Reduced |
| First City Capital Management, Inc. | 10,186 | $686.0K | 0.40% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 10,123 | $681.8K | 0.09% | +10,123 | New |
| Bayesian Capital Management, LP | 10,100 | $680.2K | 0.07% | −7,700−43.3% | Reduced |
| Eqis Capital Management, Inc. | 10,054 | $677.1K | 0.06% | −11,485−53.3% | Reduced |
| Key Financial Inc | 10,004 | $673.8K | 0.18% | +200+2.0% | Added |
| 1620 Investment Advisors, Inc. | 9,917 | $667.9K | 0.73% | +28+0.3% | Added |
| Nissay Asset Management Corp | 9,836 | $662.5K | 0.01% | +5,032+104.7% | Added |
| Baker Tilly Wealth Management, LLC | 9,831 | $662.1K | 0.11% | +5,239+114.1% | Added |
| STF Management LP | 9,820 | $661.4K | 0.31% | +325+3.4% | Added |
| Grandfield & Dodd, LLC | 9,782 | $658.8K | 0.05% | −1,055−9.7% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 9,766 | $657.7K | 0.64% | −31−0.3% | Reduced |
| Courier Capital LLC | 9,717 | $654.4K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 9,706 | $653.7K | 0.02% | −217−2.2% | Reduced |
| Lake Street Advisors Group, LLC | 9,653 | $650.1K | 0.03% | −662−6.4% | Reduced |
| Hancock Whitney Corp | 9,634 | $648.9K | 0.02% | +747+8.4% | Added |
| Whittier Trust Co of Nevada Inc | 9,573 | $644.7K | 0.02% | −239−2.4% | Reduced |
| Telemus Capital, LLC | 9,534 | $642.1K | 0.05% | +581+6.5% | Added |
| Moreno Evelyn V | 9,446 | $636.2K | 0.30% | −648−6.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,408 | $633.6K | 0.17% | −436−4.4% | Reduced |
| Oakworth Capital, Inc. | 9,399 | $633.0K | 0.05% | +592+6.7% | Added |
| Susquehanna International Group Ltd. | 9,221 | $621.0K | 0.14% | +2,419+35.6% | Added |
| CAPROCK Group, Inc. | 9,211 | $620.4K | 0.04% | −1,896−17.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,177 | $618.1K | 0.02% | +9,177 | New |
| Meridian Wealth Management, LLC | 9,106 | $613.3K | 0.04% | −8,136−47.2% | Reduced |
| Fulton Bank, N.A. | 9,088 | $612.1K | 0.03% | −25−0.3% | Reduced |
| Columbia Asset Management | 9,094 | $612.0K | 0.13% | −407−4.3% | Reduced |
| Central Trust Co | 9,085 | $611.9K | 0.02% | −491−5.1% | Reduced |
| CWM, LLC | 9,060 | $610.0K | 0.00% | −206−2.2% | Reduced |
| Eagle Strategies LLC | 9,041 | $608.9K | 0.13% | +29+0.3% | Added |
| RMB Capital Management, LLC | 8,992 | $605.6K | 0.02% | +91+1.0% | Added |
| Scissortail Wealth Management, LLC | 8,900 | $598.0K | 0.19% | +8,900 | New |
| D.B. Root & Company, LLC | 8,832 | $594.8K | 0.22% | +8,832 | New |
| Brown Advisory Inc | 8,811 | $593.4K | 0.00% | −902−9.3% | Reduced |
| Cubist Systematic Strategies, LLC | 8,778 | $591.2K | 0.01% | −21,974−71.5% | Reduced |
| PEAK6 Investments LLC | 8,758 | $589.9K | 0.03% | +1,763+25.2% | Added |
| Principal Street Partners, LLC | 8,701 | $586.0K | 0.14% | −9,369−51.8% | Reduced |
| Wick Capital Partners, LLC | 8,601 | $579.2K | 0.24% | −19−0.2% | Reduced |
| FinTrust Capital Advisors, LLC | 8,563 | $576.7K | 0.12% | −666−7.2% | Reduced |
| Moloney Securities Asset Management, LLC | 8,550 | $575.9K | 0.09% | +8,550 | New |
| Bray Capital Advisors | 8,500 | $572.5K | 0.16% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 8,444 | $568.7K | 0.06% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,424 | $567.3K | 0.04% | +58+0.7% | Added |
| Atlas Capital Advisors LLC | 8,393 | $565.3K | 0.08% | −545−6.1% | Reduced |
| Coastline Trust Co | 8,320 | $560.4K | 0.07% | −440−5.0% | Reduced |
| HBK Sorce Advisory LLC | 8,302 | $559.1K | 0.02% | −85−1.0% | Reduced |
| Legacy Financial Advisors, Inc. | 8,278 | $557.5K | 0.11% | −177−2.1% | Reduced |
| Marcum Wealth, LLC | 8,263 | $556.5K | 0.06% | −551−6.3% | Reduced |
| Howard Financial Services, Ltd. | 8,234 | $554.6K | 0.11% | 00.0% | Unchanged |
| Dakota Wealth Management | 8,232 | $554.4K | 0.02% | −5,640−40.7% | Reduced |
| Advisors Capital Management, LLC | 8,215 | $553.0K | 0.01% | +8,215 | New |
| Advisors Preferred, LLC | 8,080 | $552.7K | 0.09% | +8,080 | New |
| Garrison Asset Management, LLC | 8,090 | $544.9K | 0.30% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,870 | $544.7K | 0.04% | +1,188+17.8% | Added |
| Accurate Wealth Management, LLC | 7,860 | $543.7K | 0.17% | +30.0% | Added |
| 180 Wealth Advisors, LLC | 7,923 | $541.9K | 0.11% | +1,551+24.3% | Added |
| Panagora Asset Management Inc | 8,028 | $540.7K | 0.00% | −21,980−73.2% | Reduced |