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 |
|---|---|---|---|---|---|
| Monte Financial Group, LLC | 19,555 | $1.32M | 0.58% | +19,555 | New |
| 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 |
| Sound View Wealth Advisors Group, LLC | 19,413 | $1.32M | 0.14% | −2,450−11.2% | Reduced |
| NEOS Investment Management LLC | 19,292 | $1.31M | 0.08% | +179+0.9% | Added |
| Koa Wealth Management, LLC | 19,246 | $1.30M | 1.18% | +6,886+55.7% | Added |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.30M | 0.16% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 19,218 | $1.29M | 0.07% | +108+0.6% | Added |
| Evergreen Capital Management LLC | 18,961 | $1.28M | 0.05% | +265+1.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 18,948 | $1.28M | 0.19% | +95+0.5% | Added |
| First American Bank | 18,915 | $1.28M | 0.10% | +6,096+47.6% | Added |
| Commerce Bank | 18,841 | $1.28M | 0.01% | +217+1.2% | Added |
| Balentine LLC | 18,815 | $1.27M | 0.04% | +5,323+39.5% | Added |
| Bender Robert & Associates | 18,813 | $1.27M | 0.30% | −4,365−18.8% | Reduced |
| Perigon Wealth Management, LLC | 18,795 | $1.27M | 0.04% | +970+5.4% | Added |
| Parallel Advisors, LLC | 18,770 | $1.27M | 0.03% | +4,458+31.1% | Added |
| LVW Advisors, LLC | 18,650 | $1.26M | 0.21% | +1,517+8.9% | Added |
| FDx Advisors, Inc. | 18,606 | $1.26M | 0.19% | −7,667−29.2% | Reduced |
| Vista Investment Management | 18,589 | $1.26M | 0.51% | +4,102+28.3% | Added |
| Toronto Dominion Bank | 18,493 | $1.25M | 0.00% | +2,447+15.2% | Added |
| Oppenheimer & Co Inc | 18,268 | $1.24M | 0.02% | +1,694+10.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 18,248 | $1.24M | 0.04% | +253+1.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,203 | $1.23M | 0.53% | 00.0% | Unchanged |
| Burney Co | 18,196 | $1.23M | 0.05% | −694−3.7% | Reduced |
| Tower Research Capital LLC (TRC) | 17,828 | $1.21M | 0.03% | −30,813−63.3% | Reduced |
| Syon Capital LLC | 17,797 | $1.21M | 0.11% | −1,168−6.2% | Reduced |
| Ellevest, Inc. | 17,702 | $1.20M | 0.07% | +1,842+11.6% | Added |
| Fragasso Group Inc. | 17,687 | $1.20M | 0.10% | +118+0.7% | Added |
| SeaCrest Wealth Management, LLC | 17,354 | $1.18M | 0.14% | +420+2.5% | Added |
| Verdence Capital Advisors LLC | 17,344 | $1.18M | 0.11% | +872+5.3% | Added |
| Malaga Cove Capital, LLC | 17,329 | $1.17M | 0.48% | +3,491+25.2% | Added |
| Harvest Fund Management Co., Ltd | 17,146 | $1.16M | 0.10% | +12,029+235.1% | Added |
| Carnegie Capital Asset Management, LLC | 17,131 | $1.16M | 0.04% | −683−3.8% | Reduced |
| Advisory Services Network, LLC | 17,011 | $1.15M | 0.03% | +3,198+23.2% | Added |
| Trivant Custom Portfolio Group, LLC | 16,978 | $1.15M | 0.73% | +917+5.7% | Added |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.15M | 0.37% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 16,923 | $1.15M | 0.03% | −415−2.4% | Reduced |
| MAI Capital Management | 16,905 | $1.15M | 0.01% | −296−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 16,889 | $1.14M | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 16,059 | $1.14M | 0.04% | +937+6.2% | Added |
| Massachusetts Financial Services Co | 16,829 | $1.14M | 0.00% | +16,829 | New |
| D. E. Shaw & Co., Inc. | 16,719 | $1.13M | 0.00% | −1,551,062−98.9% | Reduced |
| Fifth Third Bancorp | 16,715 | $1.13M | 0.00% | −1,445−8.0% | Reduced |
| Beacon Pointe Advisors, LLC | 16,545 | $1.12M | 0.01% | +2,790+20.3% | Added |
| Wealth Alliance | 16,465 | $1.12M | 0.15% | +453+2.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 16,457 | $1.11M | 0.46% | +762+4.9% | Added |
| Connable Office Inc | 16,441 | $1.11M | 0.13% | −561−3.3% | Reduced |
| EP Wealth Advisors, LLC | 16,320 | $1.11M | 0.01% | −1,161−6.6% | Reduced |
| McKinley Capital Management LLC /Delaware | 16,171 | $1.10M | 0.13% | −9,706−37.5% | Reduced |
| TLWM | 16,103 | $1.09M | 0.24% | +16,103 | New |
| Canandaigua National Bank & Trust Co | 16,031 | $1.09M | 0.16% | +16,031 | New |
| Investors Asset Management of Georgia Inc | 15,890 | $1.08M | 0.51% | 00.0% | Unchanged |
| Smith, Salley & Associates | 15,828 | $1.07M | 0.08% | −7,129−31.1% | Reduced |
| Geller Advisors LLC | 15,805 | $1.07M | 0.09% | +60+0.4% | Added |
| Apollon Wealth Management, LLC | 15,675 | $1.06M | 0.03% | −11,295−41.9% | Reduced |
| Clarius Group, LLC | 15,656 | $1.06M | 0.07% | −1,232−7.3% | Reduced |
| VELA Investment Management, LLC | 15,533 | $1.05M | 0.39% | +1,545+11.0% | Added |
| GeoWealth Management, LLC | 15,490 | $1.05M | 0.04% | +1,295+9.1% | Added |
| WESPAC Advisors, LLC | 15,346 | $1.04M | 0.61% | −13,610−47.0% | Reduced |
| SYSTM Wealth Solutions LLC | 15,252 | $1.03M | 0.13% | −1,828−10.7% | Reduced |
| Personal Cfo Solutions, LLC | 15,233 | $1.03M | 0.16% | +948+6.6% | Added |
| Dakota Wealth Management | 15,067 | $1.02M | 0.03% | +6,835+83.0% | Added |
| We Are One Seven, LLC | 15,007 | $1.02M | 0.05% | +2,078+16.1% | Added |
| Westport Asset Management Inc | 15,000 | $1.02M | 0.51% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 14,983 | $1.01M | 0.17% | −227−1.5% | Reduced |
| Schechter Investment Advisors, LLC | 14,968 | $1.01M | 0.08% | +2,487+19.9% | Added |
| Geneos Wealth Management Inc. | 14,922 | $1.01M | 0.05% | +4,573+44.2% | Added |
| Benjamin Edwards Inc | 14,868 | $1.01M | 0.20% | +10.0% | Added |
| De Burlo Group Inc | 14,706 | $996.3K | 0.13% | −1,586−9.7% | Reduced |
| Coldstream Capital Management Inc | 14,625 | $990.8K | 0.03% | +3,279+28.9% | Added |
| Stratos Wealth Partners, LTD. | 14,595 | $988.9K | 0.02% | +1,002+7.4% | Added |
| Lido Advisors, LLC | 14,350 | $972.2K | 0.01% | −644−4.3% | Reduced |
| Atomi Financial Group, Inc. | 14,295 | $968.5K | 0.09% | +4,172+41.2% | Added |
| Alera Investment Advisors, LLC | 14,285 | $967.8K | 0.13% | −319−2.2% | Reduced |
| Kingsview Wealth Management, LLC | 14,173 | $960.2K | 0.02% | +7,163+102.2% | Added |
| Leavell Investment Management, Inc. | 14,169 | $960.0K | 0.06% | −3,094−17.9% | Reduced |
| Stonegate Investment Group, LLC | 14,141 | $958.1K | 0.03% | +919+7.0% | Added |
| Jarislowsky, Fraser Ltd | 14,083 | $954.1K | 0.01% | +2,320+19.7% | Added |
| Jump Financial, LLC | 14,064 | $952.8K | 0.03% | +14,064 | New |
| Oarsman Capital, Inc. | 14,044 | $951.5K | 0.23% | −1,431−9.2% | Reduced |
| IHT Wealth Management, LLC | 14,015 | $949.5K | 0.04% | +873+6.6% | Added |
| Marietta Investment Partners LLC | 13,950 | $945.1K | 0.21% | −2,731−16.4% | Reduced |
| Vise Technologies, Inc. | 13,842 | $937.8K | 0.18% | +943+7.3% | Added |
| First Hawaiian Bank | 13,739 | $930.8K | 0.03% | −854−5.9% | Reduced |
| Grey Street Capital, LLC | 13,660 | $925.4K | 0.13% | +13,660 | New |
| Fox Run Management, L.L.C. | 13,592 | $920.9K | 0.20% | +13,592 | New |
| Cyndeo Wealth Partners, LLC | 13,515 | $915.6K | 0.08% | +134+1.0% | Added |
| Rathbone Brothers plc | 13,478 | $913.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 13,460 | $911.9K | 0.03% | +1,838+15.8% | Added |
| Horizon Kinetics Asset Management LLC | 13,406 | $908.3K | 0.02% | +20.0% | Added |
| TD Private Client Wealth LLC | 13,392 | $907.3K | 0.03% | −19−0.1% | Reduced |
| Inscription Capital, LLC | 13,284 | $900.0K | 0.15% | +7,557+132.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 13,262 | $898.5K | 0.47% | +717+5.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 13,255 | $898.0K | 1.73% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 13,216 | $895.4K | 0.02% | −7,801−37.1% | Reduced |
| Texas Yale Capital Corp. | 13,178 | $892.8K | 0.04% | +376+2.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 13,177 | $892.7K | 0.27% | +13,163+94,021.4% | Added |
| West Family Investments, Inc. | 13,161 | $891.7K | 0.28% | +80+0.6% | Added |
| Monograph Wealth Advisors, LLC | 13,097 | $887.3K | 0.13% | +13,097 | New |
| Cullinan Associates Inc | 13,026 | $882.5K | 0.05% | +1,498+13.0% | Added |