AstraZeneca PLC

AZN

Exchange: NYSE
Industry: Pharmaceutical Preparations
SEC CIK: 0000901832

SEC filings (opens in a new tab)

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, Q1 2024

Institutional positions in AstraZeneca PLC as of Mar 31, 2024. 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: 1,141; +25 vs. Q4 2023
Shares held: 497.8M; +13.3M (+2.8%) vs. Q4 2023
Total value: $33.8B; +$1.13B (+3.5%) vs. Q4 2023
New holders: 121; 486 more added
Sold out: 96; 342 more reduced

15 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,141 institutions

Value heldQ1 2024: $33.8B

Institutions holding AZN and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,511	$151.3B
Q1 2026	1,389	$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, Q1 2024

Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q4 2023.

Institutions holding AZN in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coston, McIsaac & Partners	10	$0	0.00%	00.0%	Unchanged
Activest Wealth Management	0	$23	0.00%	0	New
California State Teachers Retirement System	1	$68	0.00%	00.0%	Unchanged
Lam Group, Inc.	2	$136	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	8	$538	0.00%	00.0%	Unchanged
Global Assets Advisory, LLC	40,350	$600	0.03%	+40,350	New
Mine & Arao Wealth Creation & Management, LLC.	9	$610	0.00%	+9	New
TFC Financial Management	10	$678	0.00%	00.0%	Unchanged
Operose Advisors LLC	10	$678	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	10	$684	0.00%	+10	New
WealthCollab, LLC	13	$881	0.00%	−6−31.6%	Reduced
Solstein Capital, LLC	19	$1.29K	0.00%	00.0%	Unchanged
Gold Investment Management Ltd.	20	$1.35K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	20	$1.35K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	27	$1.80K	0.00%	+1+3.8%	Added
Versant Capital Management, Inc	27	$1.83K	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	27	$1.83K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	27	$1.83K	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	28	$1.90K	0.00%	00.0%	Unchanged
First PREMIER Bank	30	$2.00K	0.00%	+30	New
Tucker Asset Management LLC	30	$2.03K	0.00%	−41−57.7%	Reduced
MeadowBrook Investment Advisors LLC	31	$2.10K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	35	$2.37K	0.00%	−70−66.7%	Reduced
Castleview Partners, LLC	36	$2.44K	0.00%	−267−88.1%	Reduced
BFSG, LLC	36	$2.44K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	36	$2.44K	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	37	$2.48K	0.00%	+1+2.8%	Added
Frank, Rimerman Advisors LLC	38	$2.58K	0.00%	+10+35.7%	Added
St Germain D J Co Inc	40	$2.71K	0.00%	−120−75.0%	Reduced
Johnson Financial Group, Inc.	40	$2.71K	0.00%	−16−28.6%	Reduced
Iron Horse Wealth Management, LLC	40	$2.71K	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	40	$2.73K	0.00%	+1+2.6%	Added
Central Pacific Bank - Trust Division	42	$2.83K	0.00%	+42	New
Winch Advisory Services, LLC	43	$2.90K	0.00%	+1+2.4%	Added
TruNorth Capital Management, LLC	44	$2.98K	0.00%	+44	New
Stone House Investment Management, LLC	45	$3.05K	0.00%	+45	New
Creative Financial Designs Inc	53	$3.59K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	55	$3.62K	0.00%	+55	New
Plante Moran Financial Advisors, LLC	54	$3.66K	0.00%	+54	New
St. Johns Investment Management Company, LLC	58	$3.93K	0.00%	+58	New
Criterion Capital Advisors, LLC	59	$4.00K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	61	$4.13K	0.00%	00.0%	Unchanged
Northwest Bank & Trust Co	55	$4.17K	0.00%	00.0%	Unchanged
Tidemark, LLC	64	$4.34K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	64	$4.34K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	65	$4.40K	0.00%	+30+85.7%	Added
True Wealth Design, LLC	66	$4.47K	0.00%	+32+94.1%	Added
Pacific Capital Wealth Advisors, Inc	70	$4.74K	0.00%	+70	New
Richardson Financial Services Inc.	73	$4.95K	0.00%	+73	New
Salomon & Ludwin, LLC	74	$5.01K	0.00%	+74	New
Washington Trust Advisors, Inc.	81	$5.49K	0.00%	00.0%	Unchanged
Mark Sheptoff Financial Planning, LLC	100	$5.56K	0.00%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	83	$5.62K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	84	$5.69K	0.00%	−116−58.0%	Reduced
HighMark Wealth Management LLC	88	$5.93K	0.00%	+1+1.1%	Added
Private Ocean, LLC	88	$5.96K	0.00%	+88	New
Avion Wealth	74	$6.00K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	92	$6.23K	0.00%	−210−69.5%	Reduced
Caldwell Sutter Capital, Inc.	93	$6.30K	0.00%	−50−35.0%	Reduced
Truvestments Capital LLC	98	$6.64K	0.00%	00.0%	Unchanged
FSA Wealth Management LLC	100	$6.78K	0.00%	00.0%	Unchanged
Peoples Financial Services Corp.	100	$6.78K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	100	$6.78K	0.00%	00.0%	Unchanged
First Command Advisory Services, Inc.	100	$6.78K	0.00%	+100	New
Friedenthal Financial	101	$6.84K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	102	$6.93K	0.00%	+1+1.0%	Added
Dogwood Wealth Management LLC	103	$6.99K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	99	$7.56K	0.00%	+26+35.6%	Added
Valued Wealth Advisors LLC	117	$7.93K	0.01%	00.0%	Unchanged
Centerpoint Advisors, LLC	120	$8.00K	0.00%	00.0%	Unchanged
CNB Bank	119	$8.06K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	119	$8.06K	0.00%	+101+561.1%	Added
Bell Investment Advisors, Inc	121	$8.20K	0.00%	+3+2.5%	Added
EnRich Financial Partners LLC	123	$8.31K	0.00%	+123	New
West Paces Advisors Inc.	125	$8.47K	0.00%	−205−62.1%	Reduced
Global Wealth Strategies & Associates	126	$8.54K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	130	$8.81K	0.00%	00.0%	Unchanged
Healthcare of Ontario Pension Plan Trust Fund	140	$9.48K	0.00%	00.0%	Unchanged
Asset Management One Co.,Ltd.	143	$9.69K	0.00%	+15+11.7%	Added
Birchbrook, Inc.	147	$9.96K	0.01%	00.0%	Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)	150	$10.2K	0.00%	−4,941−97.1%	Reduced
First Community Trust NA	150	$10.2K	0.01%	00.0%	Unchanged
Front Row Advisors LLC	161	$10.9K	0.00%	+161	New
Stuart Chaussee & Associates, Inc.	165	$11.2K	0.00%	00.0%	Unchanged
Highlander Capital Management, LLC	84	$11.3K	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	175	$11.9K	0.01%	+175	New
West Oak Capital, LLC	175	$12.0K	0.01%	00.0%	Unchanged
New Covenant Trust Company, N.A.	179	$12.1K	0.01%	+179	New
Old Second National Bank of Aurora	200	$13.6K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	200	$13.6K	0.00%	00.0%	Unchanged
Cambridge Trust Co	200	$13.6K	0.00%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	200	$13.6K	0.01%	00.0%	Unchanged
Missouri Trust & Investment Co	200	$13.6K	0.01%	00.0%	Unchanged
ADAR1 Capital Management, LLC	200	$13.6K	0.00%	+200	New
Carolinas Wealth Consulting LLC	201	$13.6K	0.00%	+46+29.7%	Added
Caitlin John, LLC	202	$13.7K	0.01%	+3+1.5%	Added
Bellevue Asset Management, LLC	100	$13.7K	0.01%	00.0%	Unchanged
Wiser Advisor Group LLC	210	$14.3K	0.02%	−4−1.9%	Reduced
Prestige Wealth Management Group LLC	216	$14.6K	0.00%	+24+12.5%	Added
Arcadia Investment Management Corp	222	$15.0K	0.00%	00.0%	Unchanged