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 |
|---|---|---|---|---|---|
| Capital Market Strategies LLC | 3,360 | $227.6K | 0.17% | −71−2.1% | Reduced |
| Compass Ion Advisors, LLC | 3,363 | $227.8K | 0.03% | −237−6.6% | Reduced |
| Cobblestone Capital Advisors LLC | 3,375 | $228.7K | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 3,381 | $229.1K | 0.00% | +104+3.2% | Added |
| Wintrust Investments LLC | 3,390 | $230.0K | 0.02% | +18+0.5% | Added |
| Bayesian Capital Management, LP | 3,400 | $230.3K | 0.02% | −6,700−66.3% | Reduced |
| E&G Advisors, LP | 3,428 | $232.2K | 0.07% | +3,428 | New |
| American Trust | 3,430 | $232.4K | 0.02% | −1,035−23.2% | Reduced |
| Concurrent Investment Advisors, LLC | 3,498 | $237.0K | 0.01% | +525+17.7% | Added |
| Western Wealth Management, LLC | 3,509 | $237.7K | 0.02% | +60+1.7% | Added |
| Granite Group Advisors, LLC | 3,512 | $237.9K | 0.16% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,518 | $238.4K | 0.01% | −2,977−45.8% | Reduced |
| Avenue 1 Advisors, LLC | 3,536 | $239.6K | 0.10% | +47+1.3% | Added |
| Princeton Global Asset Management LLC | 3,537 | $239.7K | 0.06% | −1,005−22.1% | Reduced |
| Garner Asset Management Corp | 3,556 | $241.0K | 0.12% | +62+1.8% | Added |
| GAMMA Investing LLC | 3,559 | $241.1K | 0.05% | +619+21.1% | Added |
| Canal Capital Management, LLC | 3,599 | $243.8K | 0.04% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,636 | $246.4K | 0.01% | −37−1.0% | Reduced |
| Private Trust Co NA | 3,651 | $247.4K | 0.03% | −34−0.9% | Reduced |
| Aprio Wealth Management, LLC | 3,660 | $248.0K | 0.05% | +3,660 | New |
| Northwest Quadrant Wealth Management, LLC | 3,673 | $248.8K | 0.06% | −496−11.9% | Reduced |
| HM Payson & Co | 3,695 | $250.3K | 0.00% | +5+0.1% | Added |
| Gilman Hill Asset Management, LLC | 3,703 | $250.9K | 0.04% | +3,703 | New |
| Argonautica Private Wealth Management, Inc | 3,725 | $252.4K | 0.09% | −232−5.9% | Reduced |
| Wolverine Asset Management LLC | 3,743 | $253.6K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 3,757 | $254.6K | 0.05% | +3,757 | New |
| Wunderlich Capital Managemnt | 3,788 | $256.6K | 0.12% | +135+3.7% | Added |
| Credit Agricole S A | 3,769 | $257.6K | 0.00% | +769+25.6% | Added |
| SFMG, LLC | 3,806 | $257.8K | 0.02% | +50+1.3% | Added |
| Drive Wealth Management, LLC | 3,832 | $259.6K | 0.07% | −79−2.0% | Reduced |
| Abel Hall, LLC | 3,836 | $259.9K | 0.19% | +153+4.2% | Added |
| Diversified, LLC | 3,839 | $260.1K | 0.04% | −367−8.7% | Reduced |
| Farther Finance Advisors, LLC | 3,868 | $260.1K | 0.02% | −73−1.9% | Reduced |
| RMB Capital Management, LLC | 3,846 | $260.6K | 0.01% | −5,146−57.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 3,856 | $261.2K | 0.10% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,898 | $264.0K | 0.02% | 00.0% | Unchanged |
| DMG Group, LLC | 3,914 | $265.2K | 0.23% | −23−0.6% | Reduced |
| Handelsbanken Fonder AB | 3,924 | $266.0K | 0.00% | −16,306−80.6% | Reduced |
| Kendall Capital Management | 3,961 | $268.4K | 0.09% | +620+18.6% | Added |
| Veracity Capital LLC | 3,974 | $269.2K | 0.10% | +530+15.4% | Added |
| Barry Investment Advisors, LLC | 3,996 | $270.8K | 0.09% | +25+0.6% | Added |
| Sandler Capital Management | 4,000 | $271.0K | 0.03% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 4,020 | $272.3K | 0.06% | +192+5.0% | Added |
| First Financial Bank - Trust Division | 4,058 | $274.9K | 0.03% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,065 | $275.4K | 0.03% | +175+4.5% | Added |
| InterOcean Capital Group, LLC | 4,104 | $278.0K | 0.01% | −115−2.7% | Reduced |
| Visionary Wealth Advisors | 4,126 | $279.5K | 0.02% | −465−10.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,131 | $280.0K | 0.00% | −505−10.9% | Reduced |
| FC Advisory LLC | 4,173 | $282.7K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,174 | $282.8K | 0.02% | +50+1.2% | Added |
| Cetera Trust Company, N.A | 4,175 | $282.9K | 0.17% | +475+12.8% | Added |
| Cora Capital Advisors LLC | 4,186 | $283.6K | 0.15% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,190 | $285.0K | 0.02% | −19−0.5% | Reduced |
| NBC Securities, Inc. | 4,245 | $287.0K | 0.03% | −315−6.9% | Reduced |
| Howard Financial Services, Ltd. | 4,240 | $287.3K | 0.05% | −3,994−48.5% | Reduced |
| Altus Wealth Management, LLC | 4,243 | $287.5K | 0.15% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 4,248 | $288.0K | 0.15% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,271 | $289.4K | 0.02% | +1,048+32.5% | Added |
| Fiera Capital Corp | 4,299 | $291.3K | 0.00% | +290+7.2% | Added |
| Diversified Trust Co | 4,343 | $294.2K | 0.01% | +238+5.8% | Added |
| Optas, LLC | 4,348 | $294.6K | 0.08% | −738−14.5% | Reduced |
| Legal Advantage Investments, Inc. | 4,350 | $294.7K | 0.16% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 4,251 | $295.2K | 0.03% | 00.0% | Unchanged |
| National Philanthropic Trust | 4,368 | $295.9K | 0.01% | −1,099−20.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,389 | $301.7K | 0.12% | +3+0.1% | Added |
| Guardian Wealth Management, Inc. | 4,473 | $303.0K | 0.23% | −323−6.7% | Reduced |
| Capital Investment Advisory Services, LLC | 4,496 | $304.6K | 0.03% | −1,132−20.1% | Reduced |
| Full Sail Capital, LLC | 4,524 | $306.5K | 0.02% | −2,549−36.0% | Reduced |
| Brighton Jones LLC | 4,529 | $306.8K | 0.01% | +59+1.3% | Added |
| Boston Partners | 4,490 | $308.6K | 0.00% | +4,490 | New |
| Strategic Advisors LLC | 4,574 | $309.9K | 0.06% | +58+1.3% | Added |
| Great Valley Advisor Group, Inc. | 4,586 | $310.4K | 0.01% | +749+19.5% | Added |
| Simon Quick Advisors, LLC | 4,602 | $311.8K | 0.02% | +286+6.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,613 | $312.5K | 0.01% | −925−16.7% | Reduced |
| Redwood Investment Management, LLC | 4,625 | $313.0K | 0.03% | +4,625 | New |
| Willner & Heller, LLC | 4,635 | $314.0K | 0.31% | −27−0.6% | Reduced |
| First Affirmative Financial Network | 4,638 | $314.2K | 0.23% | −302−6.1% | Reduced |
| Koshinski Asset Management, Inc. | 4,642 | $314.5K | 0.03% | −505−9.8% | Reduced |
| Brookstone Capital Management | 4,643 | $314.6K | 0.01% | +4,643 | New |
| Icon Wealth Advisors, LLC | 4,653 | $315.2K | 0.03% | +291+6.7% | Added |
| Glenview Trust Co | 4,655 | $315.4K | 0.01% | −122−2.6% | Reduced |
| IFP Advisors, Inc | 4,660 | $315.7K | 0.01% | −273−5.5% | Reduced |
| Keudell/Morrison Wealth Management | 4,671 | $316.5K | 0.10% | +3+0.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 4,686 | $317.5K | 0.20% | −5,080−52.0% | Reduced |
| Advisors Management Group Inc | 4,696 | $318.0K | 0.08% | 00.0% | Unchanged |
| Norinchukin Bank, The | 4,716 | $319.5K | 0.01% | −234−4.7% | Reduced |
| Baldwin Investment Management, LLC | 4,756 | $322.2K | 0.04% | −200−4.0% | Reduced |
| Equitable Holdings, Inc. | 4,761 | $322.6K | 0.00% | +394+9.0% | Added |
| Canopy Partners, LLC | 4,763 | $322.7K | 0.16% | +959+25.2% | Added |
| Hemenway Trust Co LLC | 4,770 | $323.2K | 0.03% | +4,770 | New |
| Roberts Glore & Co Inc | 4,779 | $323.8K | 0.10% | 00.0% | Unchanged |
| Prudential PLC | 4,800 | $325.2K | 0.00% | −640−11.8% | Reduced |
| American National Bank | 4,829 | $327.2K | 0.04% | +1,562+47.8% | Added |
| Toroso Investments, LLC | 4,833 | $327.4K | 0.01% | +4,833 | New |
| Independent Financial Group, LLC | 4,849 | $328.5K | 0.02% | +176+3.8% | Added |
| Focus Financial Network, Inc. | 4,826 | $329.9K | 0.02% | +4,826 | New |
| E Fund Management Co., Ltd. | 4,871 | $330.0K | 0.02% | −141−2.8% | Reduced |
| Gateway Investment Advisers LLC | 4,883 | $330.8K | 0.00% | −15,328−75.8% | Reduced |
| GM Advisory Group, Inc. | 4,920 | $333.3K | 0.02% | −95−1.9% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,931 | $334.1K | 0.13% | 00.0% | Unchanged |