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 |
|---|---|---|---|---|---|
| Massachusetts Financial Services Co | 16,829 | $1.14M | 0.00% | +16,829 | New |
| Valeo Financial Advisors, LLC | 16,059 | $1.14M | 0.04% | +937+6.2% | Added |
| Ameritas Investment Partners, Inc. | 16,889 | $1.14M | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 16,905 | $1.15M | 0.01% | −296−1.7% | Reduced |
| Kestra Private Wealth Services, LLC | 16,923 | $1.15M | 0.03% | −415−2.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.15M | 0.37% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 16,978 | $1.15M | 0.73% | +917+5.7% | Added |
| Advisory Services Network, LLC | 17,011 | $1.15M | 0.03% | +3,198+23.2% | Added |
| Carnegie Capital Asset Management, LLC | 17,131 | $1.16M | 0.04% | −683−3.8% | Reduced |
| Harvest Fund Management Co., Ltd | 17,146 | $1.16M | 0.10% | +12,029+235.1% | Added |
| Malaga Cove Capital, LLC | 17,329 | $1.17M | 0.48% | +3,491+25.2% | Added |
| Verdence Capital Advisors LLC | 17,344 | $1.18M | 0.11% | +872+5.3% | Added |
| SeaCrest Wealth Management, LLC | 17,354 | $1.18M | 0.14% | +420+2.5% | Added |
| Fragasso Group Inc. | 17,687 | $1.20M | 0.10% | +118+0.7% | Added |
| Ellevest, Inc. | 17,702 | $1.20M | 0.07% | +1,842+11.6% | Added |
| Syon Capital LLC | 17,797 | $1.21M | 0.11% | −1,168−6.2% | Reduced |
| Tower Research Capital LLC (TRC) | 17,828 | $1.21M | 0.03% | −30,813−63.3% | Reduced |
| Burney Co | 18,196 | $1.23M | 0.05% | −694−3.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,203 | $1.23M | 0.53% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 18,248 | $1.24M | 0.04% | +253+1.4% | Added |
| Oppenheimer & Co Inc | 18,268 | $1.24M | 0.02% | +1,694+10.2% | Added |
| Toronto Dominion Bank | 18,493 | $1.25M | 0.00% | +2,447+15.2% | Added |
| Vista Investment Management | 18,589 | $1.26M | 0.51% | +4,102+28.3% | Added |
| FDx Advisors, Inc. | 18,606 | $1.26M | 0.19% | −7,667−29.2% | Reduced |
| LVW Advisors, LLC | 18,650 | $1.26M | 0.21% | +1,517+8.9% | Added |
| Parallel Advisors, LLC | 18,770 | $1.27M | 0.03% | +4,458+31.1% | Added |
| Perigon Wealth Management, LLC | 18,795 | $1.27M | 0.04% | +970+5.4% | Added |
| Bender Robert & Associates | 18,813 | $1.27M | 0.30% | −4,365−18.8% | Reduced |
| Balentine LLC | 18,815 | $1.27M | 0.04% | +5,323+39.5% | Added |
| Commerce Bank | 18,841 | $1.28M | 0.01% | +217+1.2% | Added |
| First American Bank | 18,915 | $1.28M | 0.10% | +6,096+47.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 18,948 | $1.28M | 0.19% | +95+0.5% | Added |
| Evergreen Capital Management LLC | 18,961 | $1.28M | 0.05% | +265+1.4% | Added |
| Level Four Advisory Services, LLC | 19,218 | $1.29M | 0.07% | +108+0.6% | Added |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.30M | 0.16% | 00.0% | Unchanged |
| Koa Wealth Management, LLC | 19,246 | $1.30M | 1.18% | +6,886+55.7% | Added |
| NEOS Investment Management LLC | 19,292 | $1.31M | 0.08% | +179+0.9% | Added |
| Sound View Wealth Advisors Group, LLC | 19,413 | $1.32M | 0.14% | −2,450−11.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,435 | $1.32M | 0.23% | +3,796+24.3% | Added |
| Hartline Investment Corp | 19,435 | $1.32M | 0.23% | +19,435 | New |
| Monte Financial Group, LLC | 19,555 | $1.32M | 0.58% | +19,555 | New |
| Principal Securities, Inc. | 19,574 | $1.33M | 0.04% | −649−3.2% | Reduced |
| Itau Unibanco Holding S.A. | 19,675 | $1.33M | 0.06% | +3,306+20.2% | Added |
| Proequities, Inc. | 19,735 | $1.34M | 0.09% | +916+4.9% | Added |
| Venturi Wealth Management, LLC | 20,057 | $1.36M | 0.09% | −3,301−14.1% | Reduced |
| Edmp, Inc. | 20,140 | $1.36M | 1.14% | −621−3.0% | Reduced |
| Checchi Capital Advisers, LLC | 20,294 | $1.37M | 0.11% | −811−3.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 20,729 | $1.40M | 0.10% | +632+3.1% | Added |
| Pitcairn Co | 20,807 | $1.41M | 0.09% | +8,184+64.8% | Added |
| Whittier Trust Co | 20,862 | $1.41M | 0.02% | +1,278+6.5% | Added |
| Transcend Wealth Collective, LLC | 21,515 | $1.46M | 0.12% | +21,515 | New |
| Vident Advisory, LLC | 21,524 | $1.46M | 0.03% | −629−2.8% | Reduced |
| Ziegler Capital Management, LLC | 21,678 | $1.47M | 0.06% | −1,060−4.7% | Reduced |
| Columbus Macro, LLC | 21,701 | $1.47M | 0.56% | −930−4.1% | Reduced |
| AdvisorNet Financial, Inc | 21,973 | $1.49M | 0.14% | +2,120+10.7% | Added |
| FORA Capital, LLC | 22,238 | $1.51M | 0.12% | −78,831−78.0% | Reduced |
| SpiderRock Advisors, LLC | 22,881 | $1.51M | 0.05% | +22,881 | New |
| Citizens National Bank Trust Department | 22,455 | $1.52M | 0.35% | +4,630+26.0% | Added |
| Quantbot Technologies LP | 22,461 | $1.52M | 0.09% | −38,877−63.4% | Reduced |
| State Board of Administration of Florida Retirement System | 21,962 | $1.52M | 0.00% | +21,962 | New |
| Wedbush Securities Inc | 22,506 | $1.52M | 0.06% | +14,500+181.1% | Added |
| Quadrant Capital Group LLC | 22,600 | $1.53M | 0.12% | −2,377−9.5% | Reduced |
| Wolverine Trading, LLC | 22,683 | $1.54M | 0.02% | +12,338+119.3% | Added |
| Two Sigma Securities, LLC | 22,708 | $1.54M | 0.07% | +18,060+388.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 22,871 | $1.55M | 0.66% | −1,604−6.6% | Reduced |
| Stablepoint Partners, LLC | 23,003 | $1.56M | 0.32% | +5,695+32.9% | Added |
| Bellevue Group AG | 23,200 | $1.57M | 0.02% | −28,400−55.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 23,379 | $1.58M | 0.07% | −3,092−11.7% | Reduced |
| National Asset Management, Inc. | 23,504 | $1.59M | 0.04% | +6,224+36.0% | Added |
| Ballentine Partners, LLC | 23,615 | $1.60M | 0.03% | +5,795+32.5% | Added |
| Axxcess Wealth Management, LLC | 23,826 | $1.61M | 0.05% | −220−0.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 24,144 | $1.64M | 0.06% | −780−3.1% | Reduced |
| Dillon & Associates Inc | 24,087 | $1.64M | 0.26% | +846+3.6% | Added |
| Sectoral Asset Management Inc | 24,430 | $1.66M | 0.65% | −1,700−6.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 24,550 | $1.66M | 0.13% | +3,438+16.3% | Added |
| Altfest L J & Co Inc | 24,589 | $1.67M | 0.24% | +811+3.4% | Added |
| Integrated Wealth Concepts LLC | 25,060 | $1.70M | 0.02% | −161−0.6% | Reduced |
| Bokf, NA | 25,609 | $1.72M | 0.03% | −104,190−80.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 25,584 | $1.73M | 0.02% | −620−2.4% | Reduced |
| Greenleaf Trust | 25,810 | $1.75M | 0.02% | −1,885−6.8% | Reduced |
| Stephens Inc | 25,964 | $1.76M | 0.03% | −426−1.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 26,006 | $1.76M | 0.09% | +665+2.6% | Added |
| Headlands Technologies LLC | 26,110 | $1.77M | 0.42% | −4,892−15.8% | Reduced |
| SG Americas Securities, LLC | 26,116 | $1.77M | 0.01% | −13,393−33.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 26,272 | $1.78M | 0.11% | −36−0.1% | Reduced |
| Rhumbline Advisers | 26,743 | $1.81M | 0.00% | +1,778+7.1% | Added |
| Americana Partners, LLC | 27,130 | $1.84M | 0.15% | +1,914+7.6% | Added |
| Federation des caisses Desjardins du Quebec | 27,336 | $1.85M | 0.01% | +12,733+87.2% | Added |
| Susquehanna International Group Ltd. | 27,364 | $1.85M | 0.44% | +18,143+196.8% | Added |
| Catalytic Wealth RIA, LLC | 27,386 | $1.86M | 0.37% | +1,134+4.3% | Added |
| Jamison Private Wealth Management, Inc. | 27,515 | $1.86M | 0.32% | −566−2.0% | Reduced |
| Old Port Advisors | 27,898 | $1.89M | 0.58% | +723+2.7% | Added |
| Credential Qtrade Securities Inc. | 27,972 | $1.90M | 0.10% | +1,170+4.4% | Added |
| Ieq Capital, LLC | 28,206 | $1.91M | 0.03% | +496+1.8% | Added |
| Sequoia Financial Advisors, LLC | 28,486 | $1.93M | 0.02% | +1,623+6.0% | Added |
| Aquatic Capital Management LLC | 28,600 | $1.94M | 0.06% | −67,100−70.1% | Reduced |
| Susquehanna International Securities, Ltd. | 28,711 | $1.95M | 0.78% | +11,500+66.8% | Added |
| Veriti Management LLC | 28,949 | $1.96M | 0.15% | +798+2.8% | Added |
| Pinnacle Associates Ltd | 29,132 | $1.97M | 0.03% | +2,886+11.0% | Added |
| HB Wealth Management, LLC | 29,148 | $1.97M | 0.02% | +694+2.4% | Added |