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 |
|---|---|---|---|---|---|
| Gallacher Capital Management LLC | 5,281 | $355.7K | 0.20% | +42+0.8% | Added |
| Flow Traders U.S. LLC | 5,249 | $354.0K | 0.01% | +5,249 | New |
| West Michigan Advisors, LLC | 5,230 | $352.2K | 0.13% | −2,560−32.9% | Reduced |
| Sigma Planning Corp | 5,200 | $350.2K | 0.03% | −14,442−73.5% | Reduced |
| Henshaw Capital LLC | 5,199 | $350.2K | 0.02% | −666−11.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,199 | $350.2K | 0.03% | −24−0.5% | Reduced |
| Aaron Wealth Advisors | 5,167 | $348.0K | 0.06% | +1,354+35.5% | Added |
| Koshinski Asset Management, Inc. | 5,147 | $346.7K | 0.05% | −1,403−21.4% | Reduced |
| Aspen Grove Capital, LLC | 5,287 | $346.5K | 0.11% | +71+1.4% | Added |
| Advisor OS, LLC | 5,115 | $344.5K | 0.04% | +309+6.4% | Added |
| AQR Capital Management LLC | 5,103 | $343.7K | 0.00% | +363+7.7% | Added |
| Harvest Fund Management Co., Ltd | 5,117 | $343.0K | 0.05% | +533+11.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,091 | $342.9K | 0.00% | +3,074+152.4% | Added |
| Optas, LLC | 5,086 | $342.5K | 0.10% | +418+9.0% | Added |
| Wealth Dimensions Group, Ltd. | 5,085 | $342.5K | 0.11% | +126+2.5% | Added |
| Nations Financial Group Inc, | 5,051 | $340.2K | 0.03% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,050 | $340.1K | 0.07% | 00.0% | Unchanged |
| Keel Point, LLC | 5,042 | $339.6K | 0.04% | +137+2.8% | Added |
| Northeast Financial Consultants Inc | 5,023 | $338.3K | 0.02% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 5,015 | $337.8K | 0.03% | +170+3.5% | Added |
| E Fund Management Co., Ltd. | 5,012 | $337.6K | 0.02% | −484−8.8% | Reduced |
| Noesis Capital Mangement Corp | 5,009 | $337.4K | 0.08% | −1,000−16.6% | Reduced |
| Quattro Financial Advisors LLC | 67 | $336.8K | 0.12% | −4,933−98.7% | Reduced |
| Baldwin Investment Management, LLC | 4,956 | $333.8K | 0.05% | 00.0% | Unchanged |
| Norinchukin Bank, The | 4,950 | $333.4K | 0.01% | −1,323−21.1% | Reduced |
| First Affirmative Financial Network | 4,940 | $332.7K | 0.27% | −555−10.1% | Reduced |
| IFP Advisors, Inc | 4,933 | $332.3K | 0.02% | −939−16.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,931 | $332.1K | 0.16% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,922 | $331.5K | 0.00% | −3,226−39.6% | Reduced |
| Covenant Asset Management, LLC | 4,903 | $330.2K | 0.09% | +396+8.8% | Added |
| Traveka Wealth, LLC | 4,879 | $328.6K | 0.17% | +4,879 | New |
| Avestar Capital, LLC | 4,862 | $327.5K | 0.04% | +37+0.8% | Added |
| Guardian Wealth Management, Inc. | 4,796 | $323.0K | 0.27% | −325−6.3% | Reduced |
| Roberts Glore & Co Inc | 4,779 | $321.9K | 0.10% | 00.0% | Unchanged |
| Glenview Trust Co | 4,777 | $321.7K | 0.01% | +53+1.1% | Added |
| Advisors Management Group Inc | 4,696 | $316.0K | 0.09% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,673 | $314.7K | 0.02% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,668 | $314.4K | 0.10% | +374+8.7% | Added |
| Willner & Heller, LLC | 4,662 | $314.0K | 0.35% | +4,662 | New |
| Two Sigma Securities, LLC | 4,648 | $313.0K | 0.01% | −54,182−92.1% | Reduced |
| Parnassus Investments | 4,641 | $312.6K | 0.00% | +1,316+39.6% | Added |
| Thompson Siegel & Walmsley LLC | 4,636 | $312.0K | 0.01% | −624−11.9% | Reduced |
| Strategic Investment Solutions, Inc. | 4,631 | $311.9K | 0.05% | −313,722−98.5% | Reduced |
| Sivia Capital Partners, LLC | 4,604 | $310.1K | 0.24% | +4,604 | New |
| Visionary Wealth Advisors | 4,591 | $309.2K | 0.02% | +800+21.1% | Added |
| NBC Securities, Inc. | 4,560 | $307.0K | 0.03% | −21−0.5% | Reduced |
| Princeton Global Asset Management LLC | 4,542 | $305.9K | 0.08% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 4,538 | $305.6K | 0.00% | −5,243−53.6% | Reduced |
| Strategic Advisors LLC | 4,516 | $304.2K | 0.06% | +16+0.4% | Added |
| World Equity Group, Inc. | 4,472 | $301.1K | 0.06% | −190−4.1% | Reduced |
| Brighton Jones LLC | 4,470 | $301.1K | 0.01% | +1,002+28.9% | Added |
| American Trust | 4,465 | $300.7K | 0.02% | +145+3.4% | Added |
| Haverford Trust Co | 4,447 | $299.5K | 0.00% | −1,412−24.1% | Reduced |
| 3Chopt Investment Partners, LLC | 4,375 | $294.7K | 0.11% | +4,375 | New |
| Foster Victor Wealth Advisors, LLC | 4,251 | $294.2K | 0.03% | +204+5.0% | Added |
| Equitable Holdings, Inc. | 4,367 | $294.1K | 0.00% | −263−5.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,386 | $294.0K | 0.12% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 4,362 | $293.8K | 0.03% | +4,362 | New |
| Legal Advantage Investments, Inc. | 4,350 | $293.0K | 0.18% | −200−4.4% | Reduced |
| Aperture Investors, LLC | 4,340 | $292.3K | 0.05% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,328 | $291.5K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,316 | $290.7K | 0.03% | −41−0.9% | Reduced |
| Granite Bay Wealth Management, LLC | 4,410 | $287.0K | 0.00% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 4,248 | $286.1K | 0.17% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 4,246 | $286.0K | 0.09% | −15−0.4% | Reduced |
| Altus Wealth Management, LLC | 4,243 | $285.8K | 0.17% | 00.0% | Unchanged |
| Readystate Asset Management LP | 4,242 | $285.7K | 0.02% | +1,091+34.6% | Added |
| InterOcean Capital Group, LLC | 4,219 | $284.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,209 | $284.0K | 0.02% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 4,215 | $283.9K | 0.21% | +4,215 | New |
| Buckingham Strategic Partners | 4,208 | $283.4K | 0.01% | +1,003+31.3% | Added |
| Diversified, LLC | 4,206 | $283.3K | 0.06% | −223−5.0% | Reduced |
| Cora Capital Advisors LLC | 4,186 | $281.9K | 0.17% | −56−1.3% | Reduced |
| FC Advisory LLC | 4,173 | $281.1K | 0.11% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 4,169 | $280.8K | 0.07% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,139 | $278.8K | 0.01% | +4,139 | New |
| Stratos Wealth Advisors, LLC | 4,124 | $277.8K | 0.02% | +4,124 | New |
| Arkadios Wealth Advisors | 4,124 | $277.7K | 0.02% | +816+24.7% | Added |
| Diversified Trust Co | 4,105 | $276.5K | 0.01% | −2,412−37.0% | Reduced |
| Virtu Financial LLC | 4,092 | $276.0K | 0.02% | +4,092 | New |
| Smartleaf Asset Management LLC | 4,094 | $275.5K | 0.07% | +4,094 | New |
| NorthRock Partners, LLC | 4,065 | $273.8K | 0.01% | +4,065 | New |
| First Financial Bank - Trust Division | 4,058 | $273.3K | 0.03% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 4,025 | $271.1K | 0.03% | +575+16.7% | Added |
| Fiera Capital Corp | 4,009 | $270.0K | 0.00% | −1,286−24.3% | Reduced |
| Sandler Capital Management | 4,000 | $269.4K | 0.03% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,999 | $269.3K | 0.14% | +3,999 | New |
| Barry Investment Advisors, LLC | 3,971 | $267.5K | 0.09% | −4−0.1% | Reduced |
| Investors Research Corp | 3,957 | $266.5K | 0.06% | +384+10.7% | Added |
| Argonautica Private Wealth Management, Inc | 3,957 | $266.5K | 0.11% | +56+1.4% | Added |
| Farther Finance Advisors, LLC | 3,941 | $265.4K | 0.02% | +1,877+90.9% | Added |
| DMG Group, LLC | 3,937 | $265.2K | 0.25% | −299−7.1% | Reduced |
| Drive Wealth Management, LLC | 3,911 | $263.4K | 0.08% | +170+4.5% | Added |
| Philadelphia Trust Co | 3,898 | $263.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,862 | $262.0K | 0.00% | −708−15.5% | Reduced |
| Kathmere Capital Management, LLC | 3,890 | $262.0K | 0.03% | −1,255−24.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 3,856 | $259.7K | 0.11% | −2,000−34.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,846 | $259.0K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,837 | $258.8K | 0.01% | −474−11.0% | Reduced |
| Thrive Wealth Management, LLC | 3,828 | $257.8K | 0.06% | −38−1.0% | Reduced |