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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.

Institutional holdersQ1 2024: 1,141 institutions
Q1 2021: 757 institutionsQ2 2021: 772 institutionsQ3 2021: 911 institutionsQ4 2021: 952 institutionsQ1 2022: 984 institutionsQ2 2022: 1,019 institutionsQ3 2022: 968 institutionsQ4 2022: 1,063 institutionsQ1 2023: 1,057 institutionsQ2 2023: 1,093 institutionsQ3 2023: 1,075 institutionsQ4 2023: 1,131 institutionsQ1 2024: 1,141 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,230 institutionsQ4 2024: 1,222 institutionsQ1 2025: 1,251 institutionsQ2 2025: 1,223 institutionsQ3 2025: 1,292 institutionsQ4 2025: 1,410 institutionsQ1 2026: 1,389 institutionsQ2 2026: 1,511 institutions
Value heldQ1 2024: $33.8B
Q1 2021: $20.4BQ2 2021: $26.1BQ3 2021: $31.1BQ4 2021: $29.4BQ1 2022: $34.3BQ2 2022: $34.9BQ3 2022: $28.3BQ4 2022: $34.2BQ1 2023: $35.0BQ2 2023: $35.4BQ3 2023: $33.7BQ4 2023: $33.2BQ1 2024: $33.8BQ2 2024: $39.0BQ3 2024: $39.1BQ4 2024: $33.7BQ1 2025: $37.0BQ2 2025: $34.7BQ3 2025: $37.9BQ4 2025: $46.4BQ1 2026: $148.4BQ2 2026: $151.3B
Institutions holding AZN and their total value by quarter
QuarterHoldersValue
Q2 20261,511$151.3B
Q1 20261,389$148.4B
Q4 20251,410$46.4B
Q3 20251,292$37.9B
Q2 20251,223$34.7B
Q1 20251,251$37.0B
Q4 20241,222$33.7B
Q3 20241,230$39.1B
Q2 20241,213$39.0B
Q1 20241,141$33.8B
Q4 20231,131$33.2B
Q3 20231,075$33.7B
Q2 20231,093$35.4B
Q1 20231,057$35.0B
Q4 20221,063$34.2B
Q3 2022968$28.3B
Q2 20221,019$34.9B
Q1 2022984$34.3B
Q4 2021952$29.4B
Q3 2021911$31.1B
Q2 2021772$26.1B
Q1 2021757$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
InstitutionSharesValue% of portfolioChange in sharesAction
SOA Wealth Advisors, LLC.228$15.4K0.00%+4+1.8%Added
Scarborough Advisors, LLC230$15.6K0.01%00.0%Unchanged
Godsey & Gibb Associates233$15.8K0.00%−522−69.1%Reduced
Abound Wealth Management239$16.2K0.01%−1−0.4%Reduced
CoreFirst Bank & Trust240$16.3K0.01%00.0%Unchanged
Pingora Partners LLC250$16.9K0.01%00.0%Unchanged
Aspire Private Capital, LLC251$17.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC260$17.6K0.00%+260New
Mascoma Wealth Management LLC264$17.9K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC267$18.1K0.00%00.0%Unchanged
Tortoise Investment Management, LLC269$18.2K0.00%+41+18.0%Added
Kayne Anderson Rudnick Investment Management LLC275$18.6K0.00%00.0%Unchanged
FIL Ltd278$18.8K0.00%+31+12.6%Added
Creekmur Asset Management LLC279$18.9K0.01%+234+520.0%Added
Clear Investment Research, LLC280$19.0K0.03%00.0%Unchanged
Caldwell Trust Co285$19.3K0.00%−84−22.8%Reduced
Sachetta, LLC295$19.9K0.01%00.0%Unchanged
TCTC Holdings, LLC300$20.3K0.00%00.0%Unchanged
Westside Investment Management, Inc.300$20.3K0.00%00.0%Unchanged
Byrne Asset Management LLC300$20.3K0.01%00.0%Unchanged
Fernwood Investment Management, LLC301$20.4K0.01%+301New
Roble, Belko & Company, Inc314$21.0K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.319$21.8K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC322$21.8K0.01%+322New
McClarren Financial Advisors, Inc.323$22.0K0.02%+5+1.6%Added
DSM Capital Partners LLC326$22.1K0.00%+103+46.2%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP318$22.3K0.00%00.0%Unchanged
First Financial Corp334$22.6K0.01%−1,460−81.4%Reduced
BOK Financial Private Wealth, Inc.339$23.0K0.00%+1+0.3%Added
Valley National Advisers Inc350$23.0K0.00%−70−16.7%Reduced
Moisand Fitzgerald Tamayo, LLC346$23.5K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.347$23.5K0.00%00.0%Unchanged
Pacific Center for Financial Services350$23.7K0.01%00.0%Unchanged
Resources Management Corp350$24.0K0.00%00.0%Unchanged
Albion Financial Group360$24.4K0.00%00.0%Unchanged
Register Financial Advisors LLC360$24.4K0.01%+360New
Farmers & Merchants Trust Co of Chambersburg PA365$25.0K0.01%+17+4.9%Added
Laurel Wealth Advisors LLC375$25.4K0.00%00.0%Unchanged
Ogorek Anthony Joseph389$26.0K0.01%+5+1.3%Added
GW&K Investment Management, LLC382$26.0K0.00%+70+22.4%Added
Cherry Tree Wealth Management, LLC385$26.1K0.01%+51+15.3%Added
Anchor Investment Management, LLC386$26.2K0.00%00.0%Unchanged
AlphaMark Advisors, LLC392$27.0K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC400$27.1K0.00%−200−33.3%Reduced
Nordwand Advisors, LLC400$27.1K0.01%−178−30.8%Reduced
CoreCap Advisors, LLC404$27.4K0.00%+404New
Parkside Financial Bank & Trust407$27.6K0.00%+322+378.8%Added
Sunbelt Securities, Inc.414$28.0K0.00%−51−11.0%Reduced
Atlantic Edge Private Wealth Management, LLC415$28.1K0.01%−106−20.3%Reduced
Arlington Trust Co LLC422$28.6K0.01%−121−22.3%Reduced
Pathway Financial Advisers, LLC432$29.3K0.01%+148+52.1%Added
Pin Oak Investment Advisors Inc449$30.0K0.03%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.400$30.4K0.02%00.0%Unchanged
TSFG, LLC462$31.0K0.01%+4+0.9%Added
Capital Analysts, LLC460$31.0K0.00%+84+22.3%Added
Raffa Wealth Management, LLC464$31.4K0.01%−17−3.5%Reduced
Archer Investment Corp474$32.1K0.01%00.0%Unchanged
Estabrook Capital Management475$32.2K0.00%00.0%Unchanged
RFP Financial Group LLC494$33.4K0.01%+178+56.3%Added
Hollencrest Capital Management500$33.9K0.00%00.0%Unchanged
Great West Life Assurance Co506$34.0K0.00%+146+40.6%Added
Atlantic Trust, LLC508$34.4K0.01%+7+1.4%Added
Independence Bank of Kentucky515$34.9K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC535$36.3K0.01%−87−14.0%Reduced
Catalyst Capital Advisors LLC541$36.7K0.00%+541New
Silicon Valley Capital Partners549$37.2K0.01%+8+1.5%Added
Nemes Rush Group LLC559$37.9K0.01%−2−0.4%Reduced
Palisade Asset Management, LLC560$37.9K0.00%+560New
Annis Gardner Whiting Capital Advisors, LLC560$37.9K0.01%+560New
Financial Management Professionals, Inc.564$38.0K0.01%+33+6.2%Added
Washington Trust Co600$40.6K0.00%−150−20.0%Reduced
Emfo, LLC600$40.6K0.04%00.0%Unchanged
Cedar Wealth Management, LLC649$44.0K0.01%+115+21.5%Added
Center for Financial Planning, Inc.671$45.5K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC698$47.3K0.07%+698New
Gilliland Jeter Wealth Management LLC701$47.5K0.02%+701New
Breakwater Investment Management713$48.3K0.02%+713New
Bruce G. Allen Investments, LLC722$48.9K0.04%+10+1.4%Added
Hallmark Capital Management Inc750$50.8K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.753$51.0K0.00%+22+3.0%Added
Stephens Consulting, LLC755$51.1K0.02%−127−14.4%Reduced
Beacon Capital Management, LLC765$51.8K0.01%+591+339.7%Added
General Partner, Inc.768$52.0K0.03%+768New
Point72 Asia (Singapore) Pte. Ltd.777$52.6K0.01%+777New
Central Bank & Trust Co793$53.7K0.01%−42−5.0%Reduced
Raleigh Capital Management Inc.795$53.9K0.02%−14−1.7%Reduced
Baldwin Brothers Inc800$54.2K0.00%−287−26.4%Reduced
Newbridge Financial Services Group, Inc.800$54.2K0.02%+800New
Strengthening Families & Communities, LLC894$60.0K0.04%+249+38.6%Added
M&R Capital Management Inc889$60.2K0.01%00.0%Unchanged
Pinnacle Holdings, LLC900$61.0K0.02%00.0%Unchanged
Frazier Financial Advisors, LLC900$61.0K0.05%+20+2.3%Added
Brown, Lisle/Cummings, Inc.908$61.5K0.02%00.0%Unchanged
Optimum Investment Advisors912$61.8K0.03%00.0%Unchanged
Knights of Columbus Asset Advisors LLC952$64.5K0.00%−64−6.3%Reduced
Centennial Bank960$65.0K0.03%00.0%Unchanged
ORG Partners LLC968$65.2K0.12%+968New
JJJ Advisors Inc.980$66.4K0.01%+184+23.1%Added
CVA Family Office, LLC1,007$68.2K0.01%−212−17.4%Reduced
Adirondack Trust Co1,009$68.4K0.03%+10+1.0%Added