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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 11,177 | $757.3K | 0.04% | +1,524+15.8% | Added |
| Howland Capital Management LLC | 11,274 | $763.8K | 0.04% | −34−0.3% | Reduced |
| Mutual Advisors, LLC | 11,347 | $768.8K | 0.02% | +1,641+16.9% | Added |
| Schiavi & Co LLC | 11,371 | $770.4K | 0.30% | 00.0% | Unchanged |
| Forum Financial Management, LP | 11,372 | $770.5K | 0.01% | +379+3.4% | Added |
| Resources Investment Advisors, LLC. | 11,415 | $773.4K | 0.01% | −3,481−23.4% | Reduced |
| Regions Financial Corp | 11,459 | $776.3K | 0.01% | −422−3.6% | Reduced |
| Horizon Investments, LLC | 11,534 | $781.4K | 0.02% | +843+7.9% | Added |
| Thoroughbred Financial Services, LLC | 11,549 | $782.0K | 0.08% | −23,580−67.1% | Reduced |
| Point72 (DIFC) Ltd | 11,556 | $782.9K | 0.06% | +11,556 | New |
| TD Waterhouse Canada Inc. | 10,556 | $786.4K | 0.01% | +10,556 | New |
| Sage Rhino Capital LLC | 11,628 | $787.8K | 0.19% | +246+2.2% | Added |
| Aaron Wealth Advisors | 11,642 | $788.7K | 0.11% | +6,475+125.3% | Added |
| Umb Bank N A | 11,696 | $792.4K | 0.01% | 00.0% | Unchanged |
| Covenant Partners, LLC | 11,737 | $795.2K | 0.23% | +33+0.3% | Added |
| Venture Visionary Partners LLC | 11,870 | $804.2K | 0.04% | +405+3.5% | Added |
| Intrust Bank NA | 11,895 | $805.9K | 0.09% | −1,146−8.8% | Reduced |
| Founders Financial Securities LLC | 11,982 | $811.8K | 0.09% | +898+8.1% | Added |
| Empire Financial Management Company, LLC | 12,000 | $813.0K | 0.27% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 12,077 | $818.2K | 0.02% | −1,835−13.2% | Reduced |
| Flaharty Asset Management, LLC | 12,099 | $819.7K | 0.12% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 12,023 | $820.7K | 0.09% | +127+1.1% | Added |
| Calamos Advisors LLC | 12,146 | $822.9K | 0.00% | +12,146 | New |
| RB Capital Management, LLC | 12,219 | $827.8K | 0.22% | +10.0% | Added |
| Acadian Asset Management LLC | 12,333 | $834.0K | 0.00% | −13,927−53.0% | Reduced |
| Diversify Advisory Services, LLC | 12,427 | $835.7K | 0.05% | +12,427 | New |
| Moser Wealth Advisors, LLC | 12,345 | $836.4K | 0.47% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 12,372 | $838.2K | 0.16% | +550+4.7% | Added |
| Cedar Brook Financial Partners, LLC | 12,416 | $841.2K | 0.17% | −56−0.4% | Reduced |
| 9258 Wealth Management, LLC | 12,420 | $841.4K | 0.13% | −160−1.3% | Reduced |
| Davenport & Co LLC | 12,434 | $842.4K | 0.01% | −126−1.0% | Reduced |
| Financial Advocates Investment Management | 12,584 | $852.5K | 0.05% | +14+0.1% | Added |
| Hohimer Wealth Management, LLC | 12,631 | $855.8K | 0.20% | −416−3.2% | Reduced |
| Verition Fund Management LLC | 12,688 | $859.6K | 0.01% | −4,801−27.5% | Reduced |
| Ameritas Advisory Services, LLC | 11,900 | $860.1K | 0.04% | +8,275+228.3% | Added |
| Advocate Group LLC | 12,717 | $861.6K | 0.17% | −243−1.9% | Reduced |
| Stockman Wealth Management, Inc. | 12,728 | $862.3K | 0.15% | +128+1.0% | Added |
| Banco Santander, S.A. | 12,800 | $867.2K | 0.01% | −11,170−46.6% | Reduced |
| Marotta Asset Management | 12,809 | $867.8K | 0.18% | −98−0.8% | Reduced |
| Riverview Capital Advisers, LLC | 12,957 | $877.8K | 0.30% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,980 | $879.4K | 0.08% | −299−2.3% | Reduced |
| Cullinan Associates Inc | 13,026 | $882.5K | 0.05% | +1,498+13.0% | Added |
| Monograph Wealth Advisors, LLC | 13,097 | $887.3K | 0.13% | +13,097 | New |
| West Family Investments, Inc. | 13,161 | $891.7K | 0.28% | +80+0.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 13,177 | $892.7K | 0.27% | +13,163+94,021.4% | Added |
| Texas Yale Capital Corp. | 13,178 | $892.8K | 0.04% | +376+2.9% | Added |
| Boston Private Wealth LLC | 13,216 | $895.4K | 0.02% | −7,801−37.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 13,255 | $898.0K | 1.73% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 13,262 | $898.5K | 0.47% | +717+5.7% | Added |
| Inscription Capital, LLC | 13,284 | $900.0K | 0.15% | +7,557+132.0% | Added |
| TD Private Client Wealth LLC | 13,392 | $907.3K | 0.03% | −19−0.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 13,406 | $908.3K | 0.02% | +20.0% | Added |
| Global Retirement Partners, LLC | 13,460 | $911.9K | 0.03% | +1,838+15.8% | Added |
| Rathbone Brothers plc | 13,478 | $913.1K | 0.01% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 13,515 | $915.6K | 0.08% | +134+1.0% | Added |
| Fox Run Management, L.L.C. | 13,592 | $920.9K | 0.20% | +13,592 | New |
| Grey Street Capital, LLC | 13,660 | $925.4K | 0.13% | +13,660 | New |
| First Hawaiian Bank | 13,739 | $930.8K | 0.03% | −854−5.9% | Reduced |
| Vise Technologies, Inc. | 13,842 | $937.8K | 0.18% | +943+7.3% | Added |
| Marietta Investment Partners LLC | 13,950 | $945.1K | 0.21% | −2,731−16.4% | Reduced |
| IHT Wealth Management, LLC | 14,015 | $949.5K | 0.04% | +873+6.6% | Added |
| Oarsman Capital, Inc. | 14,044 | $951.5K | 0.23% | −1,431−9.2% | Reduced |
| Jump Financial, LLC | 14,064 | $952.8K | 0.03% | +14,064 | New |
| Jarislowsky, Fraser Ltd | 14,083 | $954.1K | 0.01% | +2,320+19.7% | Added |
| Stonegate Investment Group, LLC | 14,141 | $958.1K | 0.03% | +919+7.0% | Added |
| Leavell Investment Management, Inc. | 14,169 | $960.0K | 0.06% | −3,094−17.9% | Reduced |
| Kingsview Wealth Management, LLC | 14,173 | $960.2K | 0.02% | +7,163+102.2% | Added |
| Alera Investment Advisors, LLC | 14,285 | $967.8K | 0.13% | −319−2.2% | Reduced |
| Atomi Financial Group, Inc. | 14,295 | $968.5K | 0.09% | +4,172+41.2% | Added |
| Lido Advisors, LLC | 14,350 | $972.2K | 0.01% | −644−4.3% | Reduced |
| Stratos Wealth Partners, LTD. | 14,595 | $988.9K | 0.02% | +1,002+7.4% | Added |
| Coldstream Capital Management Inc | 14,625 | $990.8K | 0.03% | +3,279+28.9% | Added |
| De Burlo Group Inc | 14,706 | $996.3K | 0.13% | −1,586−9.7% | Reduced |
| Benjamin Edwards Inc | 14,868 | $1.01M | 0.20% | +10.0% | Added |
| Geneos Wealth Management Inc. | 14,922 | $1.01M | 0.05% | +4,573+44.2% | Added |
| Schechter Investment Advisors, LLC | 14,968 | $1.01M | 0.08% | +2,487+19.9% | Added |
| Hanson & Doremus Investment Management | 14,983 | $1.01M | 0.17% | −227−1.5% | Reduced |
| Westport Asset Management Inc | 15,000 | $1.02M | 0.51% | 00.0% | Unchanged |
| We Are One Seven, LLC | 15,007 | $1.02M | 0.05% | +2,078+16.1% | Added |
| Dakota Wealth Management | 15,067 | $1.02M | 0.03% | +6,835+83.0% | Added |
| Personal Cfo Solutions, LLC | 15,233 | $1.03M | 0.16% | +948+6.6% | Added |
| SYSTM Wealth Solutions LLC | 15,252 | $1.03M | 0.13% | −1,828−10.7% | Reduced |
| WESPAC Advisors, LLC | 15,346 | $1.04M | 0.61% | −13,610−47.0% | Reduced |
| GeoWealth Management, LLC | 15,490 | $1.05M | 0.04% | +1,295+9.1% | Added |
| VELA Investment Management, LLC | 15,533 | $1.05M | 0.39% | +1,545+11.0% | Added |
| Clarius Group, LLC | 15,656 | $1.06M | 0.07% | −1,232−7.3% | Reduced |
| Apollon Wealth Management, LLC | 15,675 | $1.06M | 0.03% | −11,295−41.9% | Reduced |
| Geller Advisors LLC | 15,805 | $1.07M | 0.09% | +60+0.4% | Added |
| Smith, Salley & Associates | 15,828 | $1.07M | 0.08% | −7,129−31.1% | Reduced |
| Investors Asset Management of Georgia Inc | 15,890 | $1.08M | 0.51% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 16,031 | $1.09M | 0.16% | +16,031 | New |
| TLWM | 16,103 | $1.09M | 0.24% | +16,103 | New |
| McKinley Capital Management LLC /Delaware | 16,171 | $1.10M | 0.13% | −9,706−37.5% | Reduced |
| EP Wealth Advisors, LLC | 16,320 | $1.11M | 0.01% | −1,161−6.6% | Reduced |
| Connable Office Inc | 16,441 | $1.11M | 0.13% | −561−3.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 16,457 | $1.11M | 0.46% | +762+4.9% | Added |
| Wealth Alliance | 16,465 | $1.12M | 0.15% | +453+2.8% | Added |
| Beacon Pointe Advisors, LLC | 16,545 | $1.12M | 0.01% | +2,790+20.3% | Added |
| Fifth Third Bancorp | 16,715 | $1.13M | 0.00% | −1,445−8.0% | Reduced |
| D. E. Shaw & Co., Inc. | 16,719 | $1.13M | 0.00% | −1,551,062−98.9% | Reduced |