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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 4,935 | $334.3K | 0.00% | +13+0.3% | Added |
| Capital Asset Advisory Services LLC | 4,960 | $334.5K | 0.02% | −378−7.1% | Reduced |
| Quattro Financial Advisors LLC | 5,000 | $338.8K | 0.10% | +4,933+7,362.7% | Added |
| Smartleaf Asset Management LLC | 4,967 | $339.0K | 0.07% | +873+21.3% | Added |
| Noesis Capital Mangement Corp | 5,009 | $339.4K | 0.08% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 5,009 | $339.4K | 0.08% | +5,009 | New |
| Northeast Financial Consultants Inc | 5,045 | $341.8K | 0.02% | +22+0.4% | Added |
| Nations Financial Group Inc, | 5,051 | $342.2K | 0.03% | 00.0% | Unchanged |
| Callan Capital, LLC | 5,081 | $344.2K | 0.03% | −1,750−25.6% | Reduced |
| Clark Capital Management Group, Inc. | 5,148 | $348.8K | 0.00% | −427−7.7% | Reduced |
| New Century Financial Group, LLC | 5,152 | $349.0K | 0.24% | −965−15.8% | Reduced |
| Traveka Wealth, LLC | 5,171 | $350.3K | 0.16% | +292+6.0% | Added |
| Significant Wealth Partners LLC | 5,176 | $350.7K | 0.23% | +961+22.8% | Added |
| McKinley Carter Wealth Services, Inc. | 5,185 | $351.3K | 0.02% | −14−0.3% | Reduced |
| Patriot Investment Management Inc. | 5,202 | $352.4K | 0.03% | −423−7.5% | Reduced |
| Grimes & Company, Inc. | 5,226 | $354.1K | 0.01% | −454−8.0% | Reduced |
| Covenant Asset Management, LLC | 5,295 | $358.7K | 0.09% | +392+8.0% | Added |
| Aspen Grove Capital, LLC | 5,339 | $361.7K | 0.10% | +52+1.0% | Added |
| Choate Investment Advisors | 5,363 | $363.3K | 0.01% | +2,000+59.5% | Added |
| Advisor OS, LLC | 5,391 | $365.3K | 0.04% | +276+5.4% | Added |
| Boston Trust Walden Corp | 5,400 | $365.9K | 0.00% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 5,410 | $366.5K | 0.03% | +65+1.2% | Added |
| Gallacher Capital Management LLC | 5,431 | $367.9K | 0.19% | +150+2.8% | Added |
| Henshaw Capital LLC | 5,440 | $368.6K | 0.02% | +241+4.6% | Added |
| Institute for Wealth Management, LLC. | 5,443 | $368.8K | 0.05% | −209−3.7% | Reduced |
| Pointe Capital Management LLC | 5,454 | $369.5K | 0.23% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 5,477 | $371.1K | 0.02% | −664−10.8% | Reduced |
| Avestar Capital, LLC | 5,477 | $371.1K | 0.04% | +615+12.6% | Added |
| Crestwood Advisors Group LLC | 5,482 | $371.4K | 0.01% | +1,343+32.4% | Added |
| Monetary Management Group Inc | 5,500 | $372.6K | 0.10% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,533 | $374.9K | 0.06% | −328−5.6% | Reduced |
| Spinnaker Investment Group, LLC | 5,580 | $378.0K | 0.11% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 5,584 | $378.3K | 0.00% | +5,584 | New |
| Wealth Dimensions Group, Ltd. | 5,613 | $380.3K | 0.11% | +528+10.4% | Added |
| Joel Isaacson & Co., LLC | 5,628 | $381.3K | 0.02% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 5,644 | $382.4K | 0.26% | +1,040+22.6% | Added |
| Portside Wealth Group, LLC | 5,651 | $382.9K | 0.07% | +77+1.4% | Added |
| FRG Family Wealth Advisors LLC | 5,050 | $383.2K | 0.08% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5,706 | $386.6K | 0.06% | −2,687−32.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,728 | $388.0K | 0.10% | +304+5.6% | Added |
| Northstar Group, Inc. | 5,741 | $389.0K | 0.08% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 5,797 | $392.7K | 0.04% | +146+2.6% | Added |
| Trust Co of Toledo NA | 5,806 | $393.4K | 0.06% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,821 | $394.4K | 0.01% | −634−9.8% | Reduced |
| Keel Point, LLC | 5,827 | $394.8K | 0.04% | +785+15.6% | Added |
| Brown Brothers Harriman & Co | 5,846 | $396.1K | 0.00% | −39−0.7% | Reduced |
| Hilltop National Bank | 5,848 | $396.2K | 0.13% | +5,848 | New |
| Baron Wealth Management LLC | 5,887 | $398.8K | 0.21% | +293+5.2% | Added |
| Clean Yield Group | 5,900 | $399.7K | 0.16% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 5,929 | $401.7K | 0.02% | −55−0.9% | Reduced |
| XML Financial, LLC | 5,948 | $403.0K | 0.04% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 5,951 | $403.2K | 0.13% | +721+13.8% | Added |
| EverSource Wealth Advisors, LLC | 5,317 | $403.4K | 0.03% | −195−3.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 5,209 | $404.4K | 0.02% | +5,209 | New |
| Pine Valley Investments Ltd Liability Co | 5,982 | $405.3K | 0.03% | −390−6.1% | Reduced |
| NTV Asset Management LLC | 6,000 | $406.5K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 6,017 | $407.7K | 0.04% | +158+2.7% | Added |
| Haverford Trust Co | 6,047 | $409.7K | 0.00% | +1,600+36.0% | Added |
| FSM Wealth Advisors, LLC | 6,110 | $414.0K | 0.15% | +42+0.7% | Added |
| Wilkinson Global Asset Management LLC | 6,113 | $414.2K | 0.03% | −1,060−14.8% | Reduced |
| Wealthcare Advisory Partners LLC | 6,136 | $415.7K | 0.01% | +543+9.7% | Added |
| J.W. Cole Advisors, Inc. | 6,172 | $418.2K | 0.02% | +271+4.6% | Added |
| BKM Wealth Management, LLC | 6,212 | $420.9K | 0.18% | +2,599+71.9% | Added |
| First Western Trust Bank | 6,231 | $422.1K | 0.02% | +169+2.8% | Added |
| Stratos Wealth Advisors, LLC | 6,243 | $423.0K | 0.03% | +2,119+51.4% | Added |
| GDS Wealth Management | 6,266 | $424.5K | 0.05% | −97−1.5% | Reduced |
| McLean Asset Management Corp | 6,231 | $426.3K | 0.15% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 6,302 | $427.0K | 0.01% | +6,302 | New |
| American National Bank & Trust Co | 6,335 | $429.2K | 0.10% | +6,335 | New |
| New England Research & Management, Inc. | 6,350 | $430.0K | 0.21% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,397 | $433.4K | 0.03% | +5,438+567.0% | Added |
| Holistic Financial Partners | 6,401 | $433.7K | 0.22% | +234+3.8% | Added |
| First Manhattan Co | 6,424 | $435.3K | 0.00% | −9−0.1% | Reduced |
| Johnson Investment Counsel Inc | 6,435 | $436.0K | 0.00% | −48−0.7% | Reduced |
| Crumly & Associates Inc. | 6,438 | $436.2K | 0.11% | +198+3.2% | Added |
| Summit Trail Advisors, LLC | 6,438 | $436.2K | 0.01% | −600−8.5% | Reduced |
| AQR Capital Management LLC | 6,444 | $436.6K | 0.00% | +1,341+26.3% | Added |
| Ambassador Advisors, LLC | 6,446 | $436.7K | 0.08% | +6,446 | New |
| Fiduciary Trust Co | 6,494 | $440.0K | 0.01% | −218−3.2% | Reduced |
| Argent Trust Co | 6,518 | $441.6K | 0.02% | +512+8.5% | Added |
| Channing Global Advisors, LLC | 6,552 | $443.9K | 0.38% | −97−1.5% | Reduced |
| Mission Wealth Management, LP | 6,624 | $448.8K | 0.01% | −3,761−36.2% | Reduced |
| Archford Capital Strategies, LLC | 6,659 | $451.2K | 0.08% | −303−4.4% | Reduced |
| Prospector Partners LLC | 6,700 | $453.9K | 0.05% | +370+5.8% | Added |
| Eqis Capital Management, Inc. | 6,730 | $455.9K | 0.04% | −3,324−33.1% | Reduced |
| Essex Financial Services, Inc. | 6,737 | $456.5K | 0.04% | +403+6.4% | Added |
| Chicago Capital, LLC | 6,742 | $456.8K | 0.01% | −17,577−72.3% | Reduced |
| Integrated Advisors Network LLC | 6,745 | $457.0K | 0.02% | +232+3.6% | Added |
| Banco de Sabadell, S.A | 6,805 | $458.0K | 0.34% | −27−0.4% | Reduced |
| Buckingham Strategic Partners | 6,787 | $459.8K | 0.01% | +2,579+61.3% | Added |
| Great Diamond Partners, LLC | 6,822 | $462.2K | 0.11% | −200−2.8% | Reduced |
| Five Oceans Advisors | 6,965 | $471.9K | 0.24% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 6,975 | $472.6K | 0.19% | +6,975 | New |
| Merit Financial Group, LLC | 6,210 | $474.1K | 0.01% | +6,210 | New |
| Beacon Investment Advisory Services, Inc. | 7,000 | $474.3K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 7,003 | $474.5K | 0.02% | −1,755−20.0% | Reduced |
| Bradley Foster & Sargent Inc | 7,013 | $475.1K | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,018 | $475.5K | 0.02% | −100−1.4% | Reduced |
| Fruth Investment Management | 7,046 | $477.0K | 0.12% | 00.0% | Unchanged |
| Spire Wealth Management | 7,074 | $479.3K | 0.01% | −549−7.2% | Reduced |