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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 7,120 | $482.4K | 0.02% | +26+0.4% | Added |
| Gradient Investments LLC | 7,136 | $483.5K | 0.01% | −199−2.7% | Reduced |
| Stevard, LLC | 7,248 | $491.1K | 0.44% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 7,300 | $495.0K | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 7,367 | $499.1K | 0.08% | +963+15.0% | Added |
| Keating Investment Counselors Inc | 7,418 | $502.6K | 0.16% | −275−3.6% | Reduced |
| Fca Corp | 7,500 | $508.1K | 0.16% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,512 | $508.9K | 0.01% | −8−0.1% | Reduced |
| TriaGen Wealth Management LLC | 7,530 | $510.2K | 0.21% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 7,535 | $510.5K | 0.07% | 00.0% | Unchanged |
| Sigma Planning Corp | 7,538 | $510.7K | 0.02% | +2,338+45.0% | Added |
| Harbour Investments, Inc. | 7,585 | $513.9K | 0.02% | +524+7.4% | Added |
| Cohen Investment Advisors LLC | 7,604 | $515.2K | 0.33% | −282−3.6% | Reduced |
| Miracle Mile Advisors, LLC | 7,614 | $515.8K | 0.01% | +572+8.1% | Added |
| Everpar Advisors LLC | 7,618 | $516.1K | 0.31% | −3,400−30.9% | Reduced |
| AE Wealth Management LLC | 7,769 | $526.3K | 0.01% | −22,100−74.0% | Reduced |
| Driehaus Capital Management LLC | 7,778 | $527.0K | 0.01% | +3,240+71.4% | Added |
| Flagship Harbor Advisors, LLC | 7,913 | $536.1K | 0.03% | +186+2.4% | Added |
| Nwam LLC | 7,089 | $536.2K | 0.04% | −905−11.3% | Reduced |
| Warren Averett Asset Management, LLC | 7,961 | $539.3K | 0.01% | +2,365+42.3% | Added |
| MQS Management LLC | 7,984 | $540.9K | 0.31% | +7,984 | New |
| Accurate Wealth Management, LLC | 7,900 | $541.5K | 0.16% | +40+0.5% | Added |
| Ar Asset Management Inc | 8,000 | $542.0K | 0.13% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8,005 | $542.3K | 0.05% | +137+1.7% | Added |
| Cary Street Partner Investment Advisory LLC | 8,008 | $542.5K | 0.02% | +353+4.6% | Added |
| Buckingham Strategic Wealth, LLC | 8,026 | $543.8K | 0.01% | +255+3.3% | Added |
| Garrison Asset Management, LLC | 8,090 | $548.1K | 0.29% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8,180 | $554.0K | 0.01% | −3,768−31.5% | Reduced |
| Capital Wealth Planning, LLC | 8,180 | $554.2K | 0.01% | −3,768−31.5% | Reduced |
| Rehmann Capital Advisory Group | 8,258 | $559.5K | 0.04% | +547+7.1% | Added |
| 180 Wealth Advisors, LLC | 8,291 | $561.7K | 0.10% | +368+4.6% | Added |
| Coastline Trust Co | 8,320 | $563.7K | 0.07% | 00.0% | Unchanged |
| Key Financial Inc | 8,346 | $565.4K | 0.14% | −1,658−16.6% | Reduced |
| Fulton Bank, N.A. | 8,419 | $570.4K | 0.02% | −669−7.4% | Reduced |
| Moors & Cabot, Inc. | 8,435 | $571.5K | 0.03% | +11+0.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 8,444 | $572.1K | 0.10% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,498 | $575.7K | 0.02% | +196+2.4% | Added |
| Bray Capital Advisors | 8,500 | $575.9K | 0.15% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 8,556 | $579.7K | 0.04% | +8,556 | New |
| Westover Capital Advisors, LLC | 8,567 | $580.4K | 0.17% | +4,321+101.8% | Added |
| Wick Capital Partners, LLC | 8,601 | $582.7K | 0.57% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 8,623 | $584.2K | 0.11% | +60+0.7% | Added |
| Advisors Capital Management, LLC | 8,648 | $586.0K | 0.01% | +433+5.3% | Added |
| Kovitz Investment Group Partners, LLC | 8,667 | $587.2K | 0.01% | +8,667 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,678 | $588.0K | 0.24% | +8,678 | New |
| Legacy Financial Advisors, Inc. | 8,722 | $590.9K | 0.11% | +444+5.4% | Added |
| CWM, LLC | 8,749 | $593.0K | 0.00% | −311−3.4% | Reduced |
| Huntington National Bank | 8,812 | $597.0K | 0.00% | +796+9.9% | Added |
| D.B. Root & Company, LLC | 8,832 | $598.4K | 0.20% | 00.0% | Unchanged |
| Central Trust Co | 8,837 | $598.7K | 0.01% | −248−2.7% | Reduced |
| Flow Traders U.S. LLC | 8,862 | $600.0K | 0.03% | +3,613+68.8% | Added |
| Beverly Hills Private Wealth, LLC | 8,940 | $605.7K | 0.14% | −468−5.0% | Reduced |
| Columbia Asset Management | 9,094 | $612.0K | 0.13% | 00.0% | Unchanged |
| Wedmont Private Capital | 8,951 | $612.3K | 0.04% | +1,081+13.7% | Added |
| Brown Advisory Inc | 9,193 | $622.8K | 0.00% | +382+4.3% | Added |
| Grandfield & Dodd, LLC | 9,212 | $624.1K | 0.04% | −570−5.8% | Reduced |
| Moloney Securities Asset Management, LLC | 9,242 | $626.2K | 0.09% | +692+8.1% | Added |
| Hancock Whitney Corp | 9,248 | $626.6K | 0.02% | −386−4.0% | Reduced |
| Dynamic Advisor Solutions LLC | 9,281 | $628.8K | 0.02% | +1,637+21.4% | Added |
| Marcum Wealth, LLC | 9,363 | $634.3K | 0.06% | +1,100+13.3% | Added |
| Oakworth Capital, Inc. | 9,399 | $636.8K | 0.05% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 9,440 | $639.5K | 0.06% | +1,417+17.7% | Added |
| 1620 Investment Advisors, Inc. | 9,493 | $643.2K | 0.66% | −424−4.3% | Reduced |
| Strategic Global Advisors, LLC | 9,498 | $643.5K | 0.14% | +9,498 | New |
| Parnassus Investments | 9,611 | $651.1K | 0.00% | +4,970+107.1% | Added |
| Insigneo Advisory Services, LLC | 9,621 | $651.8K | 0.08% | +9,621 | New |
| STF Management LP | 9,695 | $656.8K | 0.28% | −125−1.3% | Reduced |
| Courier Capital LLC | 9,717 | $658.3K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 9,744 | $660.1K | 0.02% | +171+1.8% | Added |
| Old National Bancorp | 9,805 | $664.3K | 0.02% | −1,658−14.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,834 | $666.2K | 0.12% | +30.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,961 | $674.9K | 0.00% | −229−2.2% | Reduced |
| IMC-Chicago, LLC | 10,082 | $683.1K | 0.02% | +10,082 | New |
| Affinity Wealth Management LLC | 10,097 | $684.1K | 0.13% | −204−2.0% | Reduced |
| Jacobi Capital Management LLC | 10,159 | $688.3K | 0.06% | +2,860+39.2% | Added |
| First City Capital Management, Inc. | 10,186 | $690.1K | 0.38% | 00.0% | Unchanged |
| Allworth Financial LP | 10,258 | $695.0K | 0.00% | +4,083+66.1% | Added |
| Principal Street Partners, LLC | 9,148 | $704.5K | 0.13% | +447+5.1% | Added |
| Mesirow Financial Investment Management, Inc. | 10,407 | $705.1K | 0.02% | +1,230+13.4% | Added |
| CAPROCK Group, Inc. | 10,450 | $708.0K | 0.04% | +1,239+13.5% | Added |
| Aries Wealth Management | 10,470 | $709.3K | 0.23% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10,496 | $711.1K | 0.00% | +6,650+172.9% | Added |
| First Heartland Consultants, Inc. | 10,536 | $714.0K | 0.07% | +4,179+65.7% | Added |
| Siemens Fonds Invest GmbH | 10,559 | $715.4K | 0.06% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 10,565 | $716.0K | 0.04% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $719.6K | 0.22% | 00.0% | Unchanged |
| HAP Trading, LLC | 10,638 | $720.7K | 0.22% | +10,638 | New |
| PDS Planning, Inc | 10,670 | $722.9K | 0.08% | +281+2.7% | Added |
| Empower Advisory Group, LLC | 10,712 | $725.7K | 0.00% | −472−4.2% | Reduced |
| Bank of Hawaii | 10,765 | $729.3K | 0.04% | −1,971−15.5% | Reduced |
| Phillips Wealth Planners LLC | 10,713 | $731.3K | 0.84% | −421−3.8% | Reduced |
| SkyView Investment Advisors, LLC | 10,919 | $740.0K | 0.14% | +10,919 | New |
| Sittner & Nelson, LLC | 10,975 | $743.6K | 0.37% | −500−4.4% | Reduced |
| Arete Wealth Advisors, LLC | 10,990 | $744.6K | 0.07% | −116−1.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 11,017 | $746.1K | 0.01% | −6,223−36.1% | Reduced |
| Grove Bank & Trust | 11,021 | $746.7K | 0.13% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 11,081 | $750.7K | 0.11% | +5,745+107.7% | Added |
| Proficio Capital Partners LLC | 11,114 | $753.0K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,148 | $755.3K | 0.13% | +2,042+22.4% | Added |
| Guerra Pan Advisors, LLC | 11,171 | $756.8K | 0.70% | −30−0.3% | Reduced |