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, 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 61,492 | $4.17M | 0.01% | −289,486−82.5% | Reduced |
| JustInvest LLC | 61,574 | $4.17M | 0.09% | +8,219+15.4% | Added |
| Azzad Asset Management Inc | 62,251 | $4.22M | 0.49% | +1,964+3.3% | Added |
| Goelzer Investment Management, Inc. | 62,293 | $4.22M | 0.24% | +26,972+76.4% | Added |
| Pictet North America Advisors SA | 62,733 | $4.25M | 0.47% | −9,916−13.6% | Reduced |
| Naviter Wealth, LLC | 63,162 | $4.28M | 0.70% | +15,834+33.5% | Added |
| TCG Advisory Services, LLC | 63,202 | $4.28M | 0.24% | +12,239+24.0% | Added |
| Channel Wealth LLC | 63,607 | $4.31M | 1.73% | +21,354+50.5% | Added |
| Simplicity Wealth,LLC | 63,707 | $4.32M | 0.10% | +63,707 | New |
| Ingalls & Snyder LLC | 63,990 | $4.33M | 0.19% | −144−0.2% | Reduced |
| South State Corp. | 63,989 | $4.34M | 0.34% | +1,708+2.7% | Added |
| Prospera Financial Services Inc | 66,751 | $4.52M | 0.13% | +8,420+14.4% | Added |
| Braun Stacey Associates Inc | 67,828 | $4.59M | 0.18% | −43,676−39.2% | Reduced |
| Atom Investors LP | 69,276 | $4.69M | 0.59% | +69,276 | New |
| GTS Securities LLC | 69,701 | $4.72M | 0.13% | +69,701 | New |
| Synovus Financial Corp | 69,950 | $4.74M | 0.06% | −210.0% | Reduced |
| Shelton Capital Management | 70,761 | $4.79M | 0.14% | +1,095+1.6% | Added |
| Quantitative Investment Management, LLC | 71,505 | $4.84M | 0.29% | −14,095−16.5% | Reduced |
| Wetherby Asset Management Inc | 72,977 | $4.94M | 0.24% | +1,515+2.1% | Added |
| GLOBALT Investments LLC | 73,267 | $4.96M | 0.20% | −6,380−8.0% | Reduced |
| Wesbanco Bank Inc | 73,983 | $5.01M | 0.19% | +73,983 | New |
| William Blair Investment Management, LLC | 74,642 | $5.06M | 0.01% | +1,888+2.6% | Added |
| Timber Creek Capital Management LLC | 74,707 | $5.06M | 1.58% | −6,011−7.4% | Reduced |
| Wexford Capital LP | 75,790 | $5.13M | 1.05% | −49,611−39.6% | Reduced |
| Motco | 76,532 | $5.19M | 0.31% | −1,264−1.6% | Reduced |
| Valicenti Advisory Services Inc | 77,723 | $5.27M | 1.47% | +77,723 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 78,873 | $5.34M | 0.00% | +13,373+20.4% | Added |
| Danske Bank A/S | 80,230 | $5.44M | 0.02% | +80,230 | New |
| DekaBank Deutsche Girozentrale | 81,600 | $5.51M | 0.01% | +288+0.4% | Added |
| HRT Financial LP | 82,302 | $5.58M | 0.03% | −146,980−64.1% | Reduced |
| Parkwood LLC | 82,507 | $5.59M | 0.59% | −98,729−54.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 84,362 | $5.72M | 0.60% | −160.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 84,426 | $5.72M | 0.01% | +4,950+6.2% | Added |
| Atria Investments LLC | 85,255 | $5.78M | 0.08% | +629+0.7% | Added |
| Oppenheimer Asset Management Inc. | 87,416 | $5.92M | 0.09% | −553−0.6% | Reduced |
| Qube Research & Technologies Ltd | 87,581 | $5.93M | 0.01% | −879,473−90.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 88,222 | $5.97M | 0.03% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 51,042 | $5.98M | 0.12% | +51,042 | New |
| FourThought Financial Partners, LLC | 88,743 | $6.01M | 0.69% | +28,321+46.9% | Added |
| Gabelli Funds LLC | 89,197 | $6.04M | 0.04% | −6,500−6.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 89,215 | $6.04M | 0.66% | +9,181+11.5% | Added |
| Cubist Systematic Strategies, LLC | 89,641 | $6.07M | 0.07% | +80,863+921.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 89,731 | $6.08M | 0.02% | −7,702−7.9% | Reduced |
| Kestra Advisory Services, LLC | 89,988 | $6.10M | 0.04% | +11,857+15.2% | Added |
| Nomura Asset Management Co Ltd | 90,110 | $6.10M | 0.02% | +28,580+46.4% | Added |
| Ethic Inc. | 91,133 | $6.17M | 0.16% | +4,158+4.8% | Added |
| Steward Partners Investment Advisory, LLC | 93,079 | $6.31M | 0.07% | +4,330+4.9% | Added |
| Phoenix Holdings Ltd. | 93,811 | $6.35M | 0.09% | +1,516+1.6% | Added |
| James Investment Research Inc | 94,838 | $6.43M | 0.76% | −9,194−8.8% | Reduced |
| Bessemer Group Inc | 95,261 | $6.45M | 0.01% | −12,973−12.0% | Reduced |
| WealthPlan Investment Management, LLC | 98,333 | $6.66M | 1.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 99,262 | $6.73M | 0.03% | −60,788−38.0% | Reduced |
| Amundi | 102,771 | $7.03M | 0.00% | +25,076+32.3% | Added |
| Kames Capital plc | 106,459 | $7.21M | 0.11% | −94,911−47.1% | Reduced |
| Charles Schwab Investment Management Inc | 108,905 | $7.38M | 0.00% | −38,346−26.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 111,659 | $7.56M | 0.08% | +16,966+17.9% | Added |
| Altrius Capital Management Inc | 112,739 | $7.64M | 1.93% | +13,022+13.1% | Added |
| China Universal Asset Management Co., Ltd. | 114,524 | $7.76M | 0.99% | +49,049+74.9% | Added |
| Mariner, LLC | 115,243 | $7.81M | 0.02% | −27,115−19.0% | Reduced |
| Simplex Trading, LLC | 116,803 | $7.91M | 0.23% | +116,803 | New |
| Oak Ridge Investments LLC | 121,604 | $8.24M | 0.83% | +5,286+4.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 125,299 | $8.49M | 0.03% | +9,871+8.6% | Added |
| Bailard, Inc. | 125,813 | $8.52M | 0.24% | −1,258−1.0% | Reduced |
| Captrust Financial Advisors | 126,348 | $8.56M | 0.03% | +3,544+2.9% | Added |
| Boothbay Fund Management, LLC | 127,472 | $8.64M | 0.26% | +95,697+301.2% | Added |
| Zevin Asset Management LLC | 133,560 | $9.05M | 1.50% | +3,794+2.9% | Added |
| Oak Family Advisors, LLC | 139,126 | $9.43M | 3.62% | +8,788+6.7% | Added |
| Edge Capital Group, LLC | 140,636 | $9.53M | 0.47% | +1,369+1.0% | Added |
| Park National Corp | 141,883 | $9.61M | 0.37% | −4,263−2.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 142,417 | $9.65M | 0.01% | +46,920+49.1% | Added |
| ExodusPoint Capital Management, LP | 145,355 | $9.85M | 0.12% | +49,674+51.9% | Added |
| Barlow Wealth Partners, Inc. | 143,421 | $9.89M | 1.35% | +143,421 | New |
| Brinker Capital Investments, LLC | 145,941 | $9.89M | 0.11% | +5,229+3.7% | Added |
| Orion Portfolio Solutions, LLC | 145,941 | $9.89M | 0.11% | +5,229+3.7% | Added |
| CI Private Wealth, LLC | 147,644 | $10.0M | 0.02% | −158,483−51.8% | Reduced |
| Manufacturers Life Insurance Company, The | 148,407 | $10.1M | 0.01% | +32,888+28.5% | Added |
| Tang Capital Management LLC | 150,000 | $10.2M | 1.06% | −20,000−11.8% | Reduced |
| HSBC Holdings PLC | 150,912 | $10.2M | 0.01% | −631,948−80.7% | Reduced |
| Rockefeller Capital Management L.P. | 153,727 | $10.4M | 0.03% | −20,244−11.6% | Reduced |
| Dodge & Cox | 155,285 | $10.5M | 0.01% | −390−0.3% | Reduced |
| Avidity Partners Management LP | 160,000 | $10.8M | 0.39% | +160,000 | New |
| Howe & Rusling Inc | 161,458 | $10.9M | 1.05% | +4,962+3.2% | Added |
| Marathon Capital Management | 162,087 | $11.0M | 2.62% | +66,897+70.3% | Added |
| Cullen/Frost Bankers, Inc. | 163,844 | $11.1M | 0.16% | −2,904−1.7% | Reduced |
| Bamco Inc | 164,448 | $11.1M | 0.03% | −74,439−31.2% | Reduced |
| Anchor Capital Advisors LLC | 170,144 | $11.5M | 0.30% | −17,093−9.1% | Reduced |
| Advisor Group Holdings, Inc. | 174,478 | $11.8M | 0.03% | −156,475−47.3% | Reduced |
| Community Trust & Investment Co | 174,494 | $11.8M | 0.83% | +2,032+1.2% | Added |
| Creative Planning | 175,927 | $11.9M | 0.01% | +29,057+19.8% | Added |
| QRG Capital Management, Inc. | 176,091 | $11.9M | 0.15% | +15,835+9.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 176,162 | $11.9M | 0.02% | +13,151+8.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 181,601 | $12.3M | 0.03% | +66,181+57.3% | Added |
| Point72 Asset Management, L.P. | 187,400 | $12.7M | 0.04% | −94,043−33.4% | Reduced |
| Rafferty Asset Management, LLC | 187,815 | $12.7M | 0.05% | +20,856+12.5% | Added |
| Glenmede Trust Co NA | 189,907 | $12.9M | 0.06% | −14,797−7.2% | Reduced |
| Sphera Funds Management Ltd. | 190,060 | $12.9M | 2.09% | +10,000+5.6% | Added |
| Artia Global Partners LP | 190,752 | $12.9M | 3.17% | 00.0% | Unchanged |
| US Bancorp | 193,859 | $13.1M | 0.02% | +7,230+3.9% | Added |
| Assetmark, Inc | 195,331 | $13.2M | 0.04% | +40,425+26.1% | Added |
| Cerity Partners LLC | 199,621 | $13.5M | 0.04% | +103,944+108.6% | Added |