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 |
|---|---|---|---|---|---|
| Canopy Partners, LLC | 3,804 | $256.2K | 0.16% | +3,804 | New |
| Prudent Man Advisors, LLC | 3,761 | $253.3K | 0.09% | −171−4.3% | Reduced |
| SFMG, LLC | 3,756 | $253.0K | 0.02% | −17−0.5% | Reduced |
| Wolverine Asset Management LLC | 3,743 | $252.1K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,700 | $249.2K | 0.00% | −8,270−69.1% | Reduced |
| Cetera Trust Company, N.A | 3,700 | $249.2K | 0.16% | +3,700 | New |
| Hudock, Inc. | 3,695 | $248.9K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 3,690 | $248.5K | 0.01% | −937−20.3% | Reduced |
| Private Trust Co NA | 3,685 | $248.2K | 0.03% | +190+5.4% | Added |
| Abel Hall, LLC | 3,683 | $248.1K | 0.21% | +3,683 | New |
| WR Wealth Planners, LLC | 3,678 | $247.7K | 0.09% | +637+20.9% | Added |
| Independent Advisor Alliance | 3,673 | $247.4K | 0.01% | −245−6.3% | Reduced |
| Wunderlich Capital Managemnt | 3,653 | $246.0K | 0.11% | +3,653 | New |
| NinePointTwo Capital | 3,627 | $244.0K | 0.10% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 3,613 | $243.3K | 0.10% | +3,613 | New |
| Compass Ion Advisors, LLC | 3,600 | $242.5K | 0.04% | −860−19.3% | Reduced |
| Canal Capital Management, LLC | 3,599 | $242.4K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 3,550 | $239.1K | 0.02% | −175−4.7% | Reduced |
| Garden State Investment Advisory Services LLC | 3,540 | $238.4K | 0.10% | +66+1.9% | Added |
| Granite Group Advisors, LLC | 3,512 | $237.7K | 0.17% | +3,512 | New |
| Aureus Asset Management, LLC | 3,517 | $236.9K | 0.02% | +302+9.4% | Added |
| Foundations Investment Advisors, LLC | 3,541 | $236.7K | 0.01% | +149+4.4% | Added |
| Fiduciary Family Office, LLC | 3,493 | $235.3K | 0.10% | +3,493 | New |
| Avenue 1 Advisors, LLC | 3,489 | $235.0K | 0.11% | +3,489 | New |
| Beck Mack & Oliver LLC | 3,463 | $233.2K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 3,456 | $232.7K | 0.10% | +273+8.6% | Added |
| Northcape Wealth Management, LLC | 3,450 | $232.4K | 0.08% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,449 | $232.3K | 0.02% | +30+0.9% | Added |
| Pinnacle Financial Partners Inc | 3,445 | $232.0K | 0.01% | +3,445 | New |
| Veracity Capital LLC | 3,444 | $231.9K | 0.09% | −106−3.0% | Reduced |
| Capital Market Strategies LLC | 3,431 | $231.1K | 0.20% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,380 | $227.6K | 0.04% | −66−1.9% | Reduced |
| Cobblestone Capital Advisors LLC | 3,375 | $227.3K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,372 | $227.0K | 0.02% | +41+1.2% | Added |
| Choate Investment Advisors | 3,363 | $226.5K | 0.01% | −328−8.9% | Reduced |
| Ameritas Advisory Services, LLC | 3,625 | $226.2K | 0.01% | −6,826−65.3% | Reduced |
| Red Door Wealth Management, LLC | 3,351 | $225.7K | 0.05% | −20−0.6% | Reduced |
| Kendall Capital Management | 3,341 | $225.0K | 0.09% | −25−0.7% | Reduced |
| Spears Abacus Advisors LLC | 3,310 | $222.9K | 0.02% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 3,277 | $220.7K | 0.09% | +3,277 | New |
| Adviser Investments LLC | 3,277 | $220.7K | 0.00% | +3,277 | New |
| American National Bank | 3,267 | $220.0K | 0.03% | −1,780−35.3% | Reduced |
| Moody National Bank Trust Division | 3,254 | $219.2K | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,494 | $219.0K | 0.11% | −680−16.3% | Reduced |
| PFG Investments, LLC | 3,223 | $217.1K | 0.04% | +3,223 | New |
| Beaumont Financial Advisors, LLC | 3,222 | $217.0K | 0.02% | 00.0% | Unchanged |
| Cowa, LLC | 3,200 | $215.5K | 0.13% | −4,000−55.6% | Reduced |
| Waldron Private Wealth LLC | 3,199 | $215.5K | 0.01% | +3,199 | New |
| Day & Ennis, LLC | 3,191 | $214.9K | 0.08% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 3,169 | $213.4K | 0.11% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 3,160 | $212.0K | 0.09% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 3,141 | $211.5K | 0.18% | +58+1.9% | Added |
| Meadow Creek Wealth Advisors LLC | 3,115 | $209.8K | 0.20% | +3,115 | New |
| LifeGuide Financial Advisors, LLC | 3,113 | $209.7K | 0.11% | +3,113 | New |
| New Jersey Better Educational Savings Trust | 3,100 | $208.8K | 0.44% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,086 | $207.8K | 0.02% | −706−18.6% | Reduced |
| Summit Financial, LLC | 3,078 | $207.3K | 0.01% | +3,078 | New |
| Carr Financial Group Corp | 3,063 | $206.3K | 0.08% | +3,063 | New |
| Angeles Wealth Management, LLC | 3,060 | $206.1K | 0.03% | −127−4.0% | Reduced |
| TRUE Private Wealth Advisors | 3,049 | $205.3K | 0.03% | −570−15.8% | Reduced |
| BKD Wealth Advisors, LLC | 3,030 | $204.1K | 0.01% | −171−5.3% | Reduced |
| Long Run Wealth Advisors, LLC | 3,029 | $204.0K | 0.06% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,024 | $203.7K | 0.12% | +3,024 | New |
| Sunpointe, LLC | 3,024 | $203.7K | 0.26% | +3,024 | New |
| Woodley Farra Manion Portfolio Management Inc | 3,006 | $202.5K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 3,000 | $202.1K | 0.00% | −1,000−25.0% | Reduced |
| Prairie Sky Financial Group LLC | 3,000 | $202.1K | 0.13% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,973 | $200.2K | 0.01% | +2,973 | New |
| Hexagon Capital Partners LLC | 2,951 | $198.8K | 0.05% | +1,136+62.6% | Added |
| GAMMA Investing LLC | 2,940 | $195.9K | 0.05% | +2,940 | New |
| SRS Capital Advisors, Inc. | 2,602 | $175.3K | 0.02% | +1,039+66.5% | Added |
| Park Place Capital Corp | 2,580 | $173.8K | 0.07% | +1,506+140.2% | Added |
| Fairfield Financial Advisors, LTD | 2,490 | $167.7K | 0.06% | +935+60.1% | Added |
| Sandy Spring Bank | 2,409 | $162.3K | 0.01% | +645+36.6% | Added |
| Close Asset Management Ltd | 2,400 | $162.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2,354 | $158.5K | 0.12% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,432 | $155.0K | 0.01% | +2,432 | New |
| JFS Wealth Advisors, LLC | 2,246 | $151.3K | 0.01% | −7−0.3% | Reduced |
| JNBA Financial Advisors | 2,182 | $147.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,149 | $144.7K | 0.03% | −173−7.5% | Reduced |
| Rakuten Securities, Inc. | 2,060 | $138.7K | 0.11% | +2,060 | New |
| Thompson Investment Management, Inc. | 2,038 | $137.3K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,957 | $133.7K | 0.04% | +1,269+184.4% | Added |
| Beaird Harris Wealth Management, LLC | 1,851 | $124.7K | 0.01% | +151+8.9% | Added |
| Zions Bancorporation, N.A. | 1,848 | $124.5K | 0.01% | −27−1.4% | Reduced |
| New England Capital Financial Advisors LLC | 1,817 | $122.4K | 0.07% | 00.0% | Unchanged |
| First Financial Corp | 1,794 | $120.8K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,784 | $120.2K | 0.05% | +340+23.5% | Added |
| Glassman Wealth Services | 1,762 | $118.7K | 0.02% | +127+7.8% | Added |
| Ancora Advisors, LLC | 1,730 | $116.5K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,699 | $114.4K | 0.01% | −53−3.0% | Reduced |
| KBC Group NV | 1,615 | $108.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,579 | $106.3K | 0.00% | +787+99.4% | Added |
| Rise Advisors, LLC | 1,578 | $106.3K | 0.07% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,577 | $106.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,579 | $106.0K | 0.00% | +787+99.4% | Added |
| New Millennium Group LLC | 1,557 | $104.9K | 0.09% | −402−20.5% | Reduced |
| Kozak & Associates, Inc. | 1,508 | $101.4K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,506 | $101.4K | 0.00% | −301−16.7% | Reduced |
| Caption Management, LLC | 1,500 | $101.0K | 0.01% | −34,500−95.8% | Reduced |