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 | 1,389 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Addison Advisors LLC | 1,062 | $72.0K | 0.02% | +66+6.6% | Added |
| Sound Income Strategies, LLC | 1,086 | $73.6K | 0.01% | +1+0.1% | Added |
| Accent Capital Management, LLC | 1,115 | $75.5K | 0.07% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,120 | $75.9K | 0.04% | −697−38.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,138 | $77.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,193 | $80.8K | 0.02% | −36−2.9% | Reduced |
| Webster Bank, N. A. | 1,225 | $83.0K | 0.01% | −91−6.9% | Reduced |
| HHM Wealth Advisors, LLC | 1,232 | $83.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,265 | $85.7K | 0.01% | +226+21.8% | Added |
| Banque Cantonale Vaudoise | 1,270 | $86.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,247 | $86.0K | 0.05% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,290 | $87.4K | 0.08% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,295 | $87.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,288 | $87.9K | 0.02% | −157−10.9% | Reduced |
| Rosenberg Matthew Hamilton | 1,329 | $89.4K | 0.03% | −99−6.9% | Reduced |
| Old Point Trust & Financial Services N A | 1,325 | $89.8K | 0.03% | +100+8.2% | Added |
| Quent Capital, LLC | 1,334 | $90.4K | 0.01% | +409+44.2% | Added |
| Group One Trading, L.P. | 1,361 | $92.2K | 0.00% | +1,361 | New |
| Clear Street Markets LLC | 1,368 | $93.0K | 0.04% | −39,110−96.6% | Reduced |
| Salem Investment Counselors Inc | 1,375 | $93.2K | 0.00% | +14+1.0% | Added |
| Tyler-Stone Wealth Management | 1,395 | $94.5K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,419 | $95.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,434 | $97.2K | 0.01% | +643+81.3% | Added |
| First Horizon Advisors, Inc. | 1,436 | $97.3K | 0.00% | −70−4.6% | Reduced |
| MB, Levis & Associates, LLC | 1,451 | $98.3K | 0.05% | +21+1.5% | Added |
| Luken Investment Analytics, LLC | 1,500 | $101.6K | 0.05% | 00.0% | Unchanged |
| Bollard Group LLC | 1,501 | $102.0K | 0.00% | +22+1.5% | Added |
| Clearstead Advisors, LLC | 1,330 | $103.0K | 0.01% | +21+1.6% | Added |
| Continuum Advisory, LLC | 1,334 | $103.5K | 0.02% | +1,334 | New |
| Bartlett & Co. Wealth Management LLC | 1,579 | $107.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,691 | $114.6K | 0.03% | +114+7.2% | Added |
| Hills Bank & Trust Co | 1,699 | $115.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,734 | $117.5K | 0.00% | +4+0.2% | Added |
| Kozak & Associates, Inc. | 1,531 | $117.9K | 0.03% | +23+1.5% | Added |
| Zions Bancorporation, N.A. | 1,759 | $119.2K | 0.01% | −89−4.8% | Reduced |
| Financial Perspectives, Inc | 1,785 | $120.9K | 0.05% | +1+0.1% | Added |
| Halpern Financial, Inc. | 1,827 | $122.1K | 0.04% | −130−6.6% | Reduced |
| Bogart Wealth, LLC | 1,808 | $122.5K | 0.01% | +600+49.7% | Added |
| Beaird Harris Wealth Management, LLC | 1,851 | $125.4K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,900 | $128.7K | 0.09% | +1,608+550.7% | Added |
| Jones Financial Companies LLLP | 1,917 | $129.9K | 0.00% | +1,411+278.9% | Added |
| Crewe Advisors LLC | 1,957 | $132.6K | 0.02% | +1,957 | New |
| Formidable Asset Management, LLC | 2,013 | $136.8K | 0.02% | +2,013 | New |
| Rakuten Securities, Inc. | 2,023 | $137.1K | 0.06% | −37−1.8% | Reduced |
| Thompson Investment Management, Inc. | 2,058 | $139.4K | 0.02% | +20+1.0% | Added |
| Concord Wealth Partners | 2,170 | $147.1K | 0.03% | +21+1.0% | Added |
| JNBA Financial Advisors | 2,178 | $147.6K | 0.02% | −4−0.2% | Reduced |
| Mendota Financial Group, LLC | 2,254 | $152.7K | 0.09% | −100−4.2% | Reduced |
| Rise Advisors, LLC | 2,302 | $156.0K | 0.08% | +724+45.9% | Added |
| Ronald Blue Trust, Inc. | 2,397 | $162.4K | 0.00% | −1,465−37.9% | Reduced |
| Close Asset Management Ltd | 2,400 | $163.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,415 | $163.6K | 0.01% | +2,396+12,610.5% | Added |
| Asset Dedication, LLC | 2,582 | $166.0K | 0.01% | +150+6.2% | Added |
| JFS Wealth Advisors, LLC | 2,507 | $169.8K | 0.01% | +261+11.6% | Added |
| SRS Capital Advisors, Inc. | 2,546 | $172.5K | 0.02% | −56−2.2% | Reduced |
| Park Place Capital Corp | 2,580 | $174.8K | 0.06% | 00.0% | Unchanged |
| Avalon Trust Co | 2,750 | $186.3K | 0.02% | −800−22.5% | Reduced |
| Kovack Advisors, Inc. | 2,975 | $201.6K | 0.02% | +2,975 | New |
| Talisman Wealth Advisors LLC | 2,976 | $201.6K | 0.25% | +2,976 | New |
| Squarepoint Ops LLC | 3,000 | $203.3K | 0.00% | −511,817−99.4% | Reduced |
| Prairie Sky Financial Group LLC | 3,000 | $203.3K | 0.12% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,003 | $203.5K | 0.00% | −442−12.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 3,006 | $203.7K | 0.01% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,037 | $205.8K | 0.11% | +13+0.4% | Added |
| Long Run Wealth Advisors, LLC | 3,038 | $205.8K | 0.05% | +9+0.3% | Added |
| Seven Mile Advisory | 3,043 | $206.2K | 0.16% | +3,043 | New |
| Mather Group, LLC. | 3,081 | $207.5K | 0.00% | +3,081 | New |
| Carr Financial Group Corp | 3,063 | $207.5K | 0.07% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,077 | $208.7K | 0.01% | +3,077 | New |
| Montecito Bank & Trust | 3,090 | $209.3K | 0.04% | −1,238−28.6% | Reduced |
| Trust Co of Vermont | 3,092 | $209.5K | 0.01% | +1,781+135.9% | Added |
| Garden State Investment Advisory Services LLC | 3,097 | $209.6K | 0.08% | −443−12.5% | Reduced |
| Prudent Man Advisors, LLC | 3,094 | $209.6K | 0.08% | −667−17.7% | Reduced |
| New Jersey Better Educational Savings Trust | 3,100 | $210.0K | 0.40% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 3,113 | $210.9K | 0.11% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3,150 | $213.4K | 0.07% | −528−14.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,150 | $213.4K | 0.02% | +3,150 | New |
| Youngs Advisory Group, Inc. | 3,169 | $214.7K | 0.10% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,171 | $214.8K | 0.01% | +141+4.7% | Added |
| Investors Research Corp | 3,173 | $215.0K | 0.05% | −784−19.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 3,167 | $216.7K | 0.10% | +7+0.2% | Added |
| Hudock, Inc. | 3,203 | $217.0K | 0.05% | −492−13.3% | Reduced |
| Beaumont Financial Advisors, LLC | 3,222 | $218.3K | 0.02% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,238 | $219.4K | 0.02% | +152+4.9% | Added |
| Horizon Family Wealth, Inc. | 3,241 | $219.6K | 0.17% | +100+3.2% | Added |
| Hexagon Capital Partners LLC | 3,244 | $219.8K | 0.05% | +293+9.9% | Added |
| Steward Partners Investment Solutions, LLC | 3,247 | $220.0K | 0.04% | +3,247 | New |
| SevenBridge Financial Group, LLC | 2,884 | $220.2K | 0.05% | +2,884 | New |
| Journey Strategic Wealth LLC | 3,254 | $220.4K | 0.01% | +3,254 | New |
| Lion Street Advisors, LLC | 3,277 | $220.7K | 0.09% | 00.0% | Unchanged |
| Pillar Wealth Advisors, LLC | 3,260 | $220.9K | 0.17% | +3,260 | New |
| Aureus Asset Management, LLC | 3,263 | $221.1K | 0.02% | −254−7.2% | Reduced |
| Sunpointe, LLC | 3,272 | $221.7K | 0.25% | +248+8.2% | Added |
| Meadow Creek Wealth Advisors LLC | 3,305 | $223.9K | 0.16% | +190+6.1% | Added |
| Spears Abacus Advisors LLC | 3,310 | $224.3K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 3,311 | $224.3K | 0.00% | +3,311 | New |
| Quotient Wealth Partners, LLC | 3,315 | $224.6K | 0.01% | +3,315 | New |
| Atlanta Consulting Group Advisors, LLC | 3,316 | $224.7K | 0.08% | +3,316 | New |
| LRI Investments, LLC | 3,320 | $224.9K | 0.06% | +3,320 | New |
| NorthRock Partners, LLC | 3,344 | $226.6K | 0.01% | −721−17.7% | Reduced |