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 |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 89,215 | $6.04M | 0.66% | +9,181+11.5% | Added |
| Gabelli Funds LLC | 89,197 | $6.04M | 0.04% | −6,500−6.8% | Reduced |
| FourThought Financial Partners, LLC | 88,743 | $6.01M | 0.69% | +28,321+46.9% | Added |
| Kennedy Capital Management, Inc. | 51,042 | $5.98M | 0.12% | +51,042 | New |
| Skandinaviska Enskilda Banken AB (publ) | 88,222 | $5.97M | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 87,581 | $5.93M | 0.01% | −879,473−90.9% | Reduced |
| Oppenheimer Asset Management Inc. | 87,416 | $5.92M | 0.09% | −553−0.6% | Reduced |
| Atria Investments LLC | 85,255 | $5.78M | 0.08% | +629+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 84,426 | $5.72M | 0.01% | +4,950+6.2% | Added |
| Brandywine Oak Private Wealth LLC | 84,362 | $5.72M | 0.60% | −160.0% | Reduced |
| Parkwood LLC | 82,507 | $5.59M | 0.59% | −98,729−54.5% | Reduced |
| HRT Financial LP | 82,302 | $5.58M | 0.03% | −146,980−64.1% | Reduced |
| DekaBank Deutsche Girozentrale | 81,600 | $5.51M | 0.01% | +288+0.4% | Added |
| Danske Bank A/S | 80,230 | $5.44M | 0.02% | +80,230 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 78,873 | $5.34M | 0.00% | +13,373+20.4% | Added |
| Valicenti Advisory Services Inc | 77,723 | $5.27M | 1.47% | +77,723 | New |
| Motco | 76,532 | $5.19M | 0.31% | −1,264−1.6% | Reduced |
| Wexford Capital LP | 75,790 | $5.13M | 1.05% | −49,611−39.6% | Reduced |
| Timber Creek Capital Management LLC | 74,707 | $5.06M | 1.58% | −6,011−7.4% | Reduced |
| William Blair Investment Management, LLC | 74,642 | $5.06M | 0.01% | +1,888+2.6% | Added |
| Wesbanco Bank Inc | 73,983 | $5.01M | 0.19% | +73,983 | New |
| GLOBALT Investments LLC | 73,267 | $4.96M | 0.20% | −6,380−8.0% | Reduced |
| Wetherby Asset Management Inc | 72,977 | $4.94M | 0.24% | +1,515+2.1% | Added |
| Quantitative Investment Management, LLC | 71,505 | $4.84M | 0.29% | −14,095−16.5% | Reduced |
| Shelton Capital Management | 70,761 | $4.79M | 0.14% | +1,095+1.6% | Added |
| Synovus Financial Corp | 69,950 | $4.74M | 0.06% | −210.0% | Reduced |
| GTS Securities LLC | 69,701 | $4.72M | 0.13% | +69,701 | New |
| Atom Investors LP | 69,276 | $4.69M | 0.59% | +69,276 | New |
| Braun Stacey Associates Inc | 67,828 | $4.59M | 0.18% | −43,676−39.2% | Reduced |
| Prospera Financial Services Inc | 66,751 | $4.52M | 0.13% | +8,420+14.4% | Added |
| South State Corp. | 63,989 | $4.34M | 0.34% | +1,708+2.7% | Added |
| Ingalls & Snyder LLC | 63,990 | $4.33M | 0.19% | −144−0.2% | Reduced |
| Simplicity Wealth,LLC | 63,707 | $4.32M | 0.10% | +63,707 | New |
| Channel Wealth LLC | 63,607 | $4.31M | 1.73% | +21,354+50.5% | Added |
| TCG Advisory Services, LLC | 63,202 | $4.28M | 0.24% | +12,239+24.0% | Added |
| Naviter Wealth, LLC | 63,162 | $4.28M | 0.70% | +15,834+33.5% | Added |
| Pictet North America Advisors SA | 62,733 | $4.25M | 0.47% | −9,916−13.6% | Reduced |
| Goelzer Investment Management, Inc. | 62,293 | $4.22M | 0.24% | +26,972+76.4% | Added |
| Azzad Asset Management Inc | 62,251 | $4.22M | 0.49% | +1,964+3.3% | Added |
| JustInvest LLC | 61,574 | $4.17M | 0.09% | +8,219+15.4% | Added |
| 1832 Asset Management L.P. | 61,492 | $4.17M | 0.01% | −289,486−82.5% | Reduced |
| WSFS Capital Management, LLC | 61,291 | $4.15M | 0.24% | −575−0.9% | Reduced |
| Terry L. Blaker | 60,859 | $4.12M | 0.31% | +3,069+5.3% | Added |
| Bleakley Financial Group, LLC | 60,857 | $4.12M | 0.12% | −3,742−5.8% | Reduced |
| LSV Asset Management | 60,600 | $4.11M | 0.01% | −14,600−19.4% | Reduced |
| Private Advisor Group, LLC | 60,550 | $4.10M | 0.03% | −524−0.9% | Reduced |
| Advisors Asset Management, Inc. | 60,455 | $4.10M | 0.08% | +3,831+6.8% | Added |
| Fred Alger Management, LLC | 60,364 | $4.09M | 0.02% | +5,968+11.0% | Added |
| Madison Asset Management, LLC | 59,783 | $4.05M | 0.05% | +7,812+15.0% | Added |
| Stanley-Laman Group, Ltd. | 59,654 | $4.04M | 0.57% | +425+0.7% | Added |
| Raymond James Trust N.A. | 59,481 | $4.03M | 0.10% | +2,438+4.3% | Added |
| Gluskin Sheff & Assoc Inc | 29,840 | $4.02M | 0.40% | +9,500+46.7% | Added |
| New York State Common Retirement Fund | 59,294 | $4.02M | 0.01% | −137,269−69.8% | Reduced |
| Susquehanna International Group, LLP | 59,273 | $4.02M | 0.01% | −50,953−46.2% | Reduced |
| AIMZ Investment Advisors, LLC | 59,214 | $4.01M | 1.50% | −840−1.4% | Reduced |
| Ritholtz Wealth Management | 58,757 | $3.98M | 0.14% | +19,710+50.5% | Added |
| Eagle Global Advisors LLC | 56,411 | $3.82M | 0.22% | +16,026+39.7% | Added |
| Pinkerton Retirement Specialists, LLC | 55,587 | $3.77M | 0.61% | +16,022+40.5% | Added |
| Pacer Advisors, Inc. | 55,298 | $3.75M | 0.01% | −476−0.9% | Reduced |
| Samjo Management, LLC | 55,205 | $3.74M | 1.32% | +4,275+8.4% | Added |
| Cresset Asset Management, LLC | 55,013 | $3.73M | 0.02% | +6,159+12.6% | Added |
| iA Global Asset Management Inc. | 54,714 | $3.71M | 0.08% | +2,343+4.5% | Added |
| UBS Oconnor LLC | 54,284 | $3.68M | 0.11% | +22,217+69.3% | Added |
| Quantinno Capital Management LP | 53,923 | $3.65M | 0.08% | −25,193−31.8% | Reduced |
| Yousif Capital Management, LLC | 53,737 | $3.64M | 0.04% | −905−1.7% | Reduced |
| Naples Global Advisors, LLC | 53,408 | $3.62M | 0.37% | +4,790+9.9% | Added |
| Patten Group, Inc. | 53,271 | $3.61M | 0.89% | −386−0.7% | Reduced |
| Park Avenue Securities LLC | 53,229 | $3.61M | 0.05% | +565+1.1% | Added |
| Ramirez Asset Management, Inc. | 52,988 | $3.59M | 0.72% | −2,415−4.4% | Reduced |
| Guardian Capital Advisors LP | 51,898 | $3.56M | 0.38% | −4,330−7.7% | Reduced |
| Guardian Capital LP | 52,274 | $3.54M | 0.12% | +4,985+10.5% | Added |
| Moran Wealth Management, LLC | 50,995 | $3.45M | 0.11% | +1,495+3.0% | Added |
| WS Portfolio Advisory, LLC | 50,771 | $3.44M | 0.61% | −54,145−51.6% | Reduced |
| Generate Investment Management Ltd | 50,771 | $3.44M | 0.27% | −54,145−51.6% | Reduced |
| Henry James International Management, Inc. | 50,389 | $3.41M | 1.05% | +19,557+63.4% | Added |
| Signaturefd, LLC | 50,057 | $3.39M | 0.07% | +3,155+6.7% | Added |
| Nwi Management LP | 50,000 | $3.39M | 0.46% | 00.0% | Unchanged |
| Profund Advisors LLC | 49,577 | $3.36M | 0.13% | −3,458−6.5% | Reduced |
| United Capital Financial Advisers, LLC | 49,392 | $3.35M | 0.03% | −2,831−5.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 47,954 | $3.25M | 0.25% | +10,672+28.6% | Added |
| Souders Financial Advisors | 47,674 | $3.23M | 0.51% | +4,108+9.4% | Added |
| Sofos Investments, Inc. | 47,733 | $3.22M | 0.43% | +25,072+110.6% | Added |
| Perpetual Ltd | 47,233 | $3.22M | 0.03% | +6,195+15.1% | Added |
| TownSquare Capital, LLC | 47,299 | $3.20M | 0.05% | +2,267+5.0% | Added |
| Walleye Trading LLC | 47,117 | $3.19M | 0.05% | +47,117 | New |
| Keybank National Association | 46,877 | $3.18M | 0.01% | −7,050−13.1% | Reduced |
| Fiduciary Group LLC | 46,791 | $3.17M | 0.35% | +4,286+10.1% | Added |
| Hendley & Co Inc | 46,610 | $3.16M | 1.13% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 45,700 | $3.10M | 0.06% | −600−1.3% | Reduced |
| Meitav Dash Investments Ltd | 45,393 | $3.08M | 0.06% | 00.0% | Unchanged |
| Asio Capital, LLC | 45,334 | $3.07M | 0.65% | +45,334 | New |
| Hantz Financial Services, Inc. | 45,238 | $3.06M | 0.06% | −1,962−4.2% | Reduced |
| LGT Fund Management Co Ltd. | 44,910 | $3.04M | 1.27% | +2,600+6.1% | Added |
| Rossmore Private Capital | 44,660 | $3.03M | 0.40% | +44,660 | New |
| Equitable Trust Co | 44,296 | $3.00M | 0.21% | +348+0.8% | Added |
| GWM Advisors LLC | 43,810 | $2.97M | 0.03% | +5,959+15.7% | Added |
| Capital International Ltd | 43,620 | $2.96M | 0.14% | +759+1.8% | Added |
| Seascape Capital Management | 42,655 | $2.89M | 1.07% | +685+1.6% | Added |
| LMCG Investments, LLC | 42,606 | $2.89M | 0.17% | −2,093−4.7% | Reduced |
| Marks Group Wealth Management, Inc | 42,444 | $2.88M | 0.30% | −2,837−6.3% | Reduced |