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 | 1,388 | $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 |
|---|---|---|---|---|---|
| Vestal Point Capital, LP | 400,000 | $27.1M | 2.24% | +150,000+60.0% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 400,000 | $27.1M | 0.63% | +400,000 | New |
| Becker Capital Management Inc | 385,143 | $26.1M | 0.90% | +3,381+0.9% | Added |
| Vaughan David Investments LLC | 380,761 | $25.8M | 0.64% | +380,761 | New |
| Balyasny Asset Management LLC | 370,808 | $25.1M | 0.06% | +370,808 | New |
| Capital Fund Management S.A. | 363,967 | $24.7M | 0.30% | −233,781−39.1% | Reduced |
| Kornitzer Capital Management Inc | 358,409 | $24.3M | 0.45% | +34,443+10.6% | Added |
| Chilton Capital Management LLC | 331,454 | $22.5M | 1.06% | +9,486+2.9% | Added |
| Pathstone Holdings, LLC | 329,602 | $22.3M | 0.11% | +116,985+55.0% | Added |
| Act Two Investors LLC | 303,457 | $20.6M | 4.13% | +303,457 | New |
| Scotia Capital Inc. | 301,594 | $20.4M | 0.12% | +138,340+84.7% | Added |
| Professional Advisory Services Inc | 297,768 | $20.2M | 2.74% | +297,768 | New |
| Janney Montgomery Scott LLC | 284,398 | $19.3M | 0.06% | +22,655+8.7% | Added |
| Mackenzie Financial Corp | 281,741 | $19.1M | 0.03% | −21,792−7.2% | Reduced |
| Flputnam Investment Management Co | 277,731 | $18.8M | 0.40% | +5,637+2.1% | Added |
| Zimmer Partners, LP | 274,900 | $18.6M | 0.41% | +56,700+26.0% | Added |
| Federated Hermes, Inc. | 269,913 | $18.3M | 0.04% | −19,664−6.8% | Reduced |
| LMR Partners LLP | 269,116 | $18.2M | 0.47% | −8,400−3.0% | Reduced |
| Victory Capital Management Inc | 265,691 | $18.0M | 0.02% | −9,427−3.4% | Reduced |
| Sit Investment Associates Inc | 262,325 | $17.8M | 0.41% | −15,585−5.6% | Reduced |
| Walleye Capital LLC | 261,043 | $17.7M | 0.19% | −24,881−8.7% | Reduced |
| Assenagon Asset Management S.A. | 258,304 | $17.5M | 0.05% | +258,304 | New |
| M&T Bank Corp | 249,836 | $16.9M | 0.06% | −26,274−9.5% | Reduced |
| MML Investors Services, LLC | 249,426 | $16.9M | 0.07% | +6,282+2.6% | Added |
| Baird Financial Group, Inc. | 240,951 | $16.3M | 0.03% | +24,228+11.2% | Added |
| National Bank of Canada | 210,367 | $16.2M | 0.03% | −301,829−58.9% | Reduced |
| Truist Financial Corp | 239,404 | $16.2M | 0.02% | −4,286−1.8% | Reduced |
| Capital International Inc | 238,030 | $16.1M | 0.22% | +35,458+17.5% | Added |
| Tiaa Trust, National Association | 235,599 | $16.0M | 0.05% | +16,898+7.7% | Added |
| Blair William & Co | 235,404 | $15.9M | 0.05% | −12,035−4.9% | Reduced |
| CIBC Asset Management Inc | 233,702 | $15.8M | 0.06% | +10,084+4.5% | Added |
| The PNC Financial Services Group, Inc. | 232,738 | $15.8M | 0.01% | −1,603−0.7% | Reduced |
| First Foundation Advisors | 223,169 | $15.1M | 0.61% | +56,700+34.1% | Added |
| GQG Partners LLC | 219,494 | $14.9M | 0.02% | −13,638,889−98.4% | Reduced |
| Artisan Partners Limited Partnership | 218,083 | $14.8M | 0.02% | −597,467−73.3% | Reduced |
| Guggenheim Capital LLC | 217,374 | $14.7M | 0.10% | −5,440−2.4% | Reduced |
| Davidson Investment Advisors | 213,005 | $14.4M | 0.75% | +8,443+4.1% | Added |
| Buckingham Capital Management, Inc. | 208,222 | $14.1M | 1.73% | +6,709+3.3% | Added |
| Cetera Investment Advisers | 207,497 | $14.1M | 0.03% | +148,042+249.0% | Added |
| Commonwealth Equity Services, LLC | 203,374 | $13.8M | 0.02% | +19,802+10.8% | Added |
| Hilton Capital Management, LLC | 203,066 | $13.8M | 1.23% | +736+0.4% | Added |
| Cerity Partners LLC | 199,621 | $13.5M | 0.04% | +103,944+108.6% | Added |
| Assetmark, Inc | 195,331 | $13.2M | 0.04% | +40,425+26.1% | Added |
| US Bancorp | 193,859 | $13.1M | 0.02% | +7,230+3.9% | Added |
| Artia Global Partners LP | 190,752 | $12.9M | 3.17% | 00.0% | Unchanged |
| Sphera Funds Management Ltd. | 190,060 | $12.9M | 2.09% | +10,000+5.6% | Added |
| Glenmede Trust Co NA | 189,907 | $12.9M | 0.06% | −14,797−7.2% | Reduced |
| Rafferty Asset Management, LLC | 187,815 | $12.7M | 0.05% | +20,856+12.5% | Added |
| Point72 Asset Management, L.P. | 187,400 | $12.7M | 0.04% | −94,043−33.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 181,601 | $12.3M | 0.03% | +66,181+57.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 176,162 | $11.9M | 0.02% | +13,151+8.1% | Added |
| QRG Capital Management, Inc. | 176,091 | $11.9M | 0.15% | +15,835+9.9% | Added |
| Creative Planning | 175,927 | $11.9M | 0.01% | +29,057+19.8% | Added |
| Community Trust & Investment Co | 174,494 | $11.8M | 0.83% | +2,032+1.2% | Added |
| Advisor Group Holdings, Inc. | 174,478 | $11.8M | 0.03% | −156,475−47.3% | Reduced |
| Anchor Capital Advisors LLC | 170,144 | $11.5M | 0.30% | −17,093−9.1% | Reduced |
| Bamco Inc | 164,448 | $11.1M | 0.03% | −74,439−31.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 163,844 | $11.1M | 0.16% | −2,904−1.7% | Reduced |
| Marathon Capital Management | 162,087 | $11.0M | 2.62% | +66,897+70.3% | Added |
| Howe & Rusling Inc | 161,458 | $10.9M | 1.05% | +4,962+3.2% | Added |
| Avidity Partners Management LP | 160,000 | $10.8M | 0.39% | +160,000 | New |
| Dodge & Cox | 155,285 | $10.5M | 0.01% | −390−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 153,727 | $10.4M | 0.03% | −20,244−11.6% | Reduced |
| HSBC Holdings PLC | 150,912 | $10.2M | 0.01% | −631,948−80.7% | Reduced |
| Tang Capital Management LLC | 150,000 | $10.2M | 1.06% | −20,000−11.8% | Reduced |
| Manufacturers Life Insurance Company, The | 148,407 | $10.1M | 0.01% | +32,888+28.5% | Added |
| CI Private Wealth, LLC | 147,644 | $10.0M | 0.02% | −158,483−51.8% | Reduced |
| Brinker Capital Investments, LLC | 145,941 | $9.89M | 0.11% | +5,229+3.7% | Added |
| Orion Portfolio Solutions, LLC | 145,941 | $9.89M | 0.11% | +5,229+3.7% | Added |
| Barlow Wealth Partners, Inc. | 143,421 | $9.89M | 1.35% | +143,421 | New |
| ExodusPoint Capital Management, LP | 145,355 | $9.85M | 0.12% | +49,674+51.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 142,417 | $9.65M | 0.01% | +46,920+49.1% | Added |
| Park National Corp | 141,883 | $9.61M | 0.37% | −4,263−2.9% | Reduced |
| Edge Capital Group, LLC | 140,636 | $9.53M | 0.47% | +1,369+1.0% | Added |
| Oak Family Advisors, LLC | 139,126 | $9.43M | 3.62% | +8,788+6.7% | Added |
| Zevin Asset Management LLC | 133,560 | $9.05M | 1.50% | +3,794+2.9% | Added |
| Boothbay Fund Management, LLC | 127,472 | $8.64M | 0.26% | +95,697+301.2% | Added |
| Captrust Financial Advisors | 126,348 | $8.56M | 0.03% | +3,544+2.9% | Added |
| Bailard, Inc. | 125,813 | $8.52M | 0.24% | −1,258−1.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 125,299 | $8.49M | 0.03% | +9,871+8.6% | Added |
| Oak Ridge Investments LLC | 121,604 | $8.24M | 0.83% | +5,286+4.5% | Added |
| Simplex Trading, LLC | 116,803 | $7.91M | 0.23% | +116,803 | New |
| Mariner, LLC | 115,243 | $7.81M | 0.02% | −27,115−19.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 114,524 | $7.76M | 0.99% | +49,049+74.9% | Added |
| Altrius Capital Management Inc | 112,739 | $7.64M | 1.93% | +13,022+13.1% | Added |
| O'Shaughnessy Asset Management, LLC | 111,659 | $7.56M | 0.08% | +16,966+17.9% | Added |
| Charles Schwab Investment Management Inc | 108,905 | $7.38M | 0.00% | −38,346−26.0% | Reduced |
| Kames Capital plc | 106,459 | $7.21M | 0.11% | −94,911−47.1% | Reduced |
| Amundi | 102,771 | $7.03M | 0.00% | +25,076+32.3% | Added |
| Bridgewater Associates, LP | 99,262 | $6.73M | 0.03% | −60,788−38.0% | Reduced |
| WealthPlan Investment Management, LLC | 98,333 | $6.66M | 1.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 95,261 | $6.45M | 0.01% | −12,973−12.0% | Reduced |
| James Investment Research Inc | 94,838 | $6.43M | 0.76% | −9,194−8.8% | Reduced |
| Phoenix Holdings Ltd. | 93,811 | $6.35M | 0.09% | +1,516+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 93,079 | $6.31M | 0.07% | +4,330+4.9% | Added |
| Ethic Inc. | 91,133 | $6.17M | 0.16% | +4,158+4.8% | Added |
| Nomura Asset Management Co Ltd | 90,110 | $6.10M | 0.02% | +28,580+46.4% | Added |
| Kestra Advisory Services, LLC | 89,988 | $6.10M | 0.04% | +11,857+15.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 89,731 | $6.08M | 0.02% | −7,702−7.9% | Reduced |
| Cubist Systematic Strategies, LLC | 89,641 | $6.07M | 0.07% | +80,863+921.2% | Added |