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 |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | 8,023 | $540.3K | 0.05% | +2,234+38.6% | Added |
| Huntington National Bank | 8,016 | $539.9K | 0.00% | −1,596−16.6% | Reduced |
| Wedbush Securities Inc | 8,006 | $539.0K | 0.02% | −451−5.3% | Reduced |
| Ar Asset Management Inc | 8,000 | $539.0K | 0.14% | 00.0% | Unchanged |
| Nwam LLC | 7,994 | $534.8K | 0.04% | −97−1.2% | Reduced |
| Cohen Investment Advisors LLC | 7,886 | $531.1K | 0.39% | −637−7.5% | Reduced |
| Lindbrook Capital, LLC | 7,868 | $529.9K | 0.05% | +652+9.0% | Added |
| Buckingham Strategic Wealth, LLC | 7,771 | $523.4K | 0.01% | +1,770+29.5% | Added |
| Dynamic Advisor Solutions LLC | 7,644 | $522.7K | 0.02% | +64+0.8% | Added |
| Flagship Harbor Advisors, LLC | 7,727 | $520.4K | 0.04% | +55+0.7% | Added |
| Rehmann Capital Advisory Group | 7,711 | $519.3K | 0.04% | +2,489+47.7% | Added |
| Keating Investment Counselors Inc | 7,693 | $518.1K | 0.19% | −75−1.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,655 | $515.6K | 0.02% | +181+2.4% | Added |
| Nilsine Partners, LLC | 7,535 | $507.5K | 0.08% | −1,043−12.2% | Reduced |
| Spire Wealth Management | 7,623 | $507.3K | 0.02% | −362−4.5% | Reduced |
| TriaGen Wealth Management LLC | 7,530 | $507.1K | 0.24% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,520 | $506.5K | 0.01% | +397+5.6% | Added |
| Fca Corp | 7,500 | $505.1K | 0.17% | 00.0% | Unchanged |
| Gradient Investments LLC | 7,335 | $494.0K | 0.01% | +76+1.0% | Added |
| LVM Capital Management Ltd | 7,300 | $492.0K | 0.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 7,299 | $491.6K | 0.05% | +1,540+26.7% | Added |
| Stevard, LLC | 7,248 | $488.2K | 0.48% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 7,231 | $487.0K | 0.14% | +2,859+65.4% | Added |
| Wilkinson Global Asset Management LLC | 7,173 | $483.1K | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,118 | $479.4K | 0.02% | −600−7.8% | Reduced |
| Stock Yards Bank & Trust Co | 7,094 | $477.8K | 0.02% | −95−1.3% | Reduced |
| Full Sail Capital, LLC | 7,073 | $476.4K | 0.04% | −1,870−20.9% | Reduced |
| Harbour Investments, Inc. | 7,061 | $475.6K | 0.02% | +240+3.5% | Added |
| Miracle Mile Advisors, LLC | 7,042 | $474.3K | 0.01% | −32,978−82.4% | Reduced |
| Summit Trail Advisors, LLC | 7,038 | $474.0K | 0.02% | +273+4.0% | Added |
| Fruth Investment Management | 7,046 | $474.0K | 0.13% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 7,022 | $472.9K | 0.12% | −660−8.6% | Reduced |
| Bradley Foster & Sargent Inc | 7,013 | $472.3K | 0.01% | −37,650−84.3% | Reduced |
| Kingsview Wealth Management, LLC | 7,010 | $472.1K | 0.01% | +711+11.3% | Added |
| Beacon Investment Advisory Services, Inc. | 7,000 | $471.4K | 0.02% | 00.0% | Unchanged |
| Five Oceans Advisors | 6,965 | $469.1K | 0.26% | +81+1.2% | Added |
| Archford Capital Strategies, LLC | 6,962 | $468.9K | 0.09% | −1,232−15.0% | Reduced |
| Callan Capital, LLC | 6,831 | $460.1K | 0.04% | +1,590+30.3% | Added |
| Banco de Sabadell, S.A | 6,832 | $455.0K | 0.35% | −18−0.3% | Reduced |
| Fiduciary Trust Co | 6,712 | $452.1K | 0.01% | +448+7.2% | Added |
| Channing Global Advisors, LLC | 6,649 | $447.8K | 0.35% | −847−11.3% | Reduced |
| Integrated Advisors Network LLC | 6,513 | $438.6K | 0.02% | +342+5.5% | Added |
| Johnson Investment Counsel Inc | 6,483 | $436.6K | 0.01% | +798+14.0% | Added |
| SageView Advisory Group, LLC | 6,495 | $436.5K | 0.02% | +6,495 | New |
| Williams Jones Wealth Management, LLC. | 6,455 | $434.7K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 6,433 | $433.3K | 0.00% | −117−1.8% | Reduced |
| Cooper Financial Group | 6,404 | $431.3K | 0.08% | +6,404 | New |
| Pine Valley Investments Ltd Liability Co | 6,372 | $429.1K | 0.04% | +593+10.3% | Added |
| GDS Wealth Management | 6,363 | $428.5K | 0.06% | −76−1.2% | Reduced |
| New England Research & Management, Inc. | 6,350 | $428.0K | 0.23% | −300−4.5% | Reduced |
| First Heartland Consultants, Inc. | 6,357 | $428.0K | 0.05% | +71+1.1% | Added |
| Resource Consulting Group Inc | 6,350 | $427.7K | 0.07% | +6,350 | New |
| Essex Financial Services, Inc. | 6,334 | $426.7K | 0.04% | +328+5.5% | Added |
| Prospector Partners LLC | 6,330 | $426.3K | 0.05% | +445+7.6% | Added |
| McLean Asset Management Corp | 6,231 | $426.1K | 0.16% | −34−0.5% | Reduced |
| Lighthouse Investment Partners, LLC | 6,253 | $421.1K | 0.03% | +6,253 | New |
| Crumly & Associates Inc. | 6,240 | $420.3K | 0.12% | +98+1.6% | Added |
| Allworth Financial LP | 6,175 | $415.9K | 0.00% | +41+0.7% | Added |
| Holistic Financial Partners | 6,167 | $415.3K | 0.25% | −361−5.5% | Reduced |
| Daymark Wealth Partners, LLC | 6,141 | $413.6K | 0.03% | +761+14.1% | Added |
| New Century Financial Group, LLC | 6,117 | $412.0K | 0.36% | +6,117 | New |
| FSM Wealth Advisors, LLC | 6,068 | $408.7K | 0.17% | −278−4.4% | Reduced |
| First Western Trust Bank | 6,062 | $408.3K | 0.02% | +6,062 | New |
| Argent Trust Co | 6,006 | $404.5K | 0.02% | 00.0% | Unchanged |
| NTV Asset Management LLC | 6,000 | $404.1K | 0.07% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 5,984 | $403.0K | 0.02% | +2,638+78.8% | Added |
| XML Financial, LLC | 5,948 | $400.6K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 5,901 | $397.5K | 0.02% | −10−0.2% | Reduced |
| Clean Yield Group | 5,900 | $397.4K | 0.17% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,885 | $396.4K | 0.00% | −662−10.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,861 | $394.7K | 0.07% | −154−2.6% | Reduced |
| Sage Mountain Advisors LLC | 5,859 | $394.6K | 0.05% | −320−5.2% | Reduced |
| Trust Co of Toledo NA | 5,806 | $391.0K | 0.07% | 00.0% | Unchanged |
| Northstar Group, Inc. | 5,741 | $386.7K | 0.08% | −1,021−15.1% | Reduced |
| Inscription Capital, LLC | 5,727 | $385.7K | 0.11% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 5,680 | $382.5K | 0.01% | −98−1.7% | Reduced |
| Institute for Wealth Management, LLC. | 5,652 | $380.6K | 0.06% | −3−0.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 5,651 | $380.6K | 0.04% | +468+9.0% | Added |
| Capital Investment Advisory Services, LLC | 5,628 | $379.1K | 0.04% | −1,376−19.6% | Reduced |
| Joel Isaacson & Co., LLC | 5,628 | $379.0K | 0.02% | +21+0.4% | Added |
| Patriot Investment Management Inc. | 5,625 | $378.8K | 0.03% | −385−6.4% | Reduced |
| Warren Averett Asset Management, LLC | 5,596 | $376.9K | 0.01% | −70−1.2% | Reduced |
| Baron Wealth Management LLC | 5,594 | $376.8K | 0.21% | +322+6.1% | Added |
| Wealthcare Advisory Partners LLC | 5,593 | $376.7K | 0.01% | −1,247−18.2% | Reduced |
| Spinnaker Investment Group, LLC | 5,580 | $375.8K | 0.11% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 5,575 | $375.5K | 0.00% | +448+8.7% | Added |
| Portside Wealth Group, LLC | 5,574 | $375.4K | 0.07% | +1,730+45.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 5,538 | $373.0K | 0.01% | +1,809+48.5% | Added |
| EverSource Wealth Advisors, LLC | 5,512 | $371.2K | 0.03% | −30−0.5% | Reduced |
| Monetary Management Group Inc | 5,500 | $370.4K | 0.12% | 00.0% | Unchanged |
| National Philanthropic Trust | 5,467 | $368.2K | 0.01% | +5,467 | New |
| Pointe Capital Management LLC | 5,454 | $367.3K | 0.26% | +69+1.3% | Added |
| Prudential PLC | 5,440 | $366.4K | 0.00% | +5,440 | New |
| Community Bank & Trust, Waco, Texas | 5,424 | $365.0K | 0.10% | +581+12.0% | Added |
| Boston Trust Walden Corp | 5,400 | $363.7K | 0.00% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 5,345 | $362.0K | 0.03% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 5,373 | $361.9K | 0.02% | −5,534−50.7% | Reduced |
| Capital Asset Advisory Services LLC | 5,338 | $359.5K | 0.02% | −35−0.7% | Reduced |
| Fidelis Capital Partners, LLC | 5,336 | $359.4K | 0.08% | +939+21.4% | Added |
| Dynamic Technology Lab Private Ltd | 5,290 | $356.0K | 0.04% | +5,290 | New |