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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 12,980 | $879.4K | 0.08% | −299−2.3% | Reduced |
| Riverview Capital Advisers, LLC | 12,957 | $877.8K | 0.30% | 00.0% | Unchanged |
| Marotta Asset Management | 12,809 | $867.8K | 0.18% | −98−0.8% | Reduced |
| Banco Santander, S.A. | 12,800 | $867.2K | 0.01% | −11,170−46.6% | Reduced |
| Stockman Wealth Management, Inc. | 12,728 | $862.3K | 0.15% | +128+1.0% | Added |
| Advocate Group LLC | 12,717 | $861.6K | 0.17% | −243−1.9% | Reduced |
| Ameritas Advisory Services, LLC | 11,900 | $860.1K | 0.04% | +8,275+228.3% | Added |
| Verition Fund Management LLC | 12,688 | $859.6K | 0.01% | −4,801−27.5% | Reduced |
| Hohimer Wealth Management, LLC | 12,631 | $855.8K | 0.20% | −416−3.2% | Reduced |
| Financial Advocates Investment Management | 12,584 | $852.5K | 0.05% | +14+0.1% | Added |
| Davenport & Co LLC | 12,434 | $842.4K | 0.01% | −126−1.0% | Reduced |
| 9258 Wealth Management, LLC | 12,420 | $841.4K | 0.13% | −160−1.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 12,416 | $841.2K | 0.17% | −56−0.4% | Reduced |
| Sanders Morris Harris LLC | 12,372 | $838.2K | 0.16% | +550+4.7% | Added |
| Moser Wealth Advisors, LLC | 12,345 | $836.4K | 0.47% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 12,427 | $835.7K | 0.05% | +12,427 | New |
| Acadian Asset Management LLC | 12,333 | $834.0K | 0.00% | −13,927−53.0% | Reduced |
| RB Capital Management, LLC | 12,219 | $827.8K | 0.22% | +10.0% | Added |
| Calamos Advisors LLC | 12,146 | $822.9K | 0.00% | +12,146 | New |
| Voya Financial Advisors, Inc. | 12,023 | $820.7K | 0.09% | +127+1.1% | Added |
| Flaharty Asset Management, LLC | 12,099 | $819.7K | 0.12% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 12,077 | $818.2K | 0.02% | −1,835−13.2% | Reduced |
| Empire Financial Management Company, LLC | 12,000 | $813.0K | 0.27% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 11,982 | $811.8K | 0.09% | +898+8.1% | Added |
| Intrust Bank NA | 11,895 | $805.9K | 0.09% | −1,146−8.8% | Reduced |
| Venture Visionary Partners LLC | 11,870 | $804.2K | 0.04% | +405+3.5% | Added |
| Covenant Partners, LLC | 11,737 | $795.2K | 0.23% | +33+0.3% | Added |
| Umb Bank N A | 11,696 | $792.4K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 11,642 | $788.7K | 0.11% | +6,475+125.3% | Added |
| Sage Rhino Capital LLC | 11,628 | $787.8K | 0.19% | +246+2.2% | Added |
| TD Waterhouse Canada Inc. | 10,556 | $786.4K | 0.01% | +10,556 | New |
| Point72 (DIFC) Ltd | 11,556 | $782.9K | 0.06% | +11,556 | New |
| Thoroughbred Financial Services, LLC | 11,549 | $782.0K | 0.08% | −23,580−67.1% | Reduced |
| Horizon Investments, LLC | 11,534 | $781.4K | 0.02% | +843+7.9% | Added |
| Regions Financial Corp | 11,459 | $776.3K | 0.01% | −422−3.6% | Reduced |
| Resources Investment Advisors, LLC. | 11,415 | $773.4K | 0.01% | −3,481−23.4% | Reduced |
| Forum Financial Management, LP | 11,372 | $770.5K | 0.01% | +379+3.4% | Added |
| Schiavi & Co LLC | 11,371 | $770.4K | 0.30% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,347 | $768.8K | 0.02% | +1,641+16.9% | Added |
| Howland Capital Management LLC | 11,274 | $763.8K | 0.04% | −34−0.3% | Reduced |
| Lake Street Advisors Group, LLC | 11,177 | $757.3K | 0.04% | +1,524+15.8% | Added |
| Guerra Pan Advisors, LLC | 11,171 | $756.8K | 0.70% | −30−0.3% | Reduced |
| Meridian Wealth Management, LLC | 11,148 | $755.3K | 0.13% | +2,042+22.4% | Added |
| Proficio Capital Partners LLC | 11,114 | $753.0K | 0.08% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 11,081 | $750.7K | 0.11% | +5,745+107.7% | Added |
| Grove Bank & Trust | 11,021 | $746.7K | 0.13% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 11,017 | $746.1K | 0.01% | −6,223−36.1% | Reduced |
| Arete Wealth Advisors, LLC | 10,990 | $744.6K | 0.07% | −116−1.0% | Reduced |
| Sittner & Nelson, LLC | 10,975 | $743.6K | 0.37% | −500−4.4% | Reduced |
| SkyView Investment Advisors, LLC | 10,919 | $740.0K | 0.14% | +10,919 | New |
| Phillips Wealth Planners LLC | 10,713 | $731.3K | 0.84% | −421−3.8% | Reduced |
| Bank of Hawaii | 10,765 | $729.3K | 0.04% | −1,971−15.5% | Reduced |
| Empower Advisory Group, LLC | 10,712 | $725.7K | 0.00% | −472−4.2% | Reduced |
| PDS Planning, Inc | 10,670 | $722.9K | 0.08% | +281+2.7% | Added |
| HAP Trading, LLC | 10,638 | $720.7K | 0.22% | +10,638 | New |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $719.6K | 0.22% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 10,565 | $716.0K | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 10,559 | $715.4K | 0.06% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 10,536 | $714.0K | 0.07% | +4,179+65.7% | Added |
| Allspring Global Investments Holdings, LLC | 10,496 | $711.1K | 0.00% | +6,650+172.9% | Added |
| Aries Wealth Management | 10,470 | $709.3K | 0.23% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10,450 | $708.0K | 0.04% | +1,239+13.5% | Added |
| Mesirow Financial Investment Management, Inc. | 10,407 | $705.1K | 0.02% | +1,230+13.4% | Added |
| Principal Street Partners, LLC | 9,148 | $704.5K | 0.13% | +447+5.1% | Added |
| Allworth Financial LP | 10,258 | $695.0K | 0.00% | +4,083+66.1% | Added |
| First City Capital Management, Inc. | 10,186 | $690.1K | 0.38% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,159 | $688.3K | 0.06% | +2,860+39.2% | Added |
| Affinity Wealth Management LLC | 10,097 | $684.1K | 0.13% | −204−2.0% | Reduced |
| IMC-Chicago, LLC | 10,082 | $683.1K | 0.02% | +10,082 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 9,961 | $674.9K | 0.00% | −229−2.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,834 | $666.2K | 0.12% | +30.0% | Added |
| Old National Bancorp | 9,805 | $664.3K | 0.02% | −1,658−14.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,744 | $660.1K | 0.02% | +171+1.8% | Added |
| Courier Capital LLC | 9,717 | $658.3K | 0.05% | 00.0% | Unchanged |
| STF Management LP | 9,695 | $656.8K | 0.28% | −125−1.3% | Reduced |
| Insigneo Advisory Services, LLC | 9,621 | $651.8K | 0.08% | +9,621 | New |
| Parnassus Investments | 9,611 | $651.1K | 0.00% | +4,970+107.1% | Added |
| Strategic Global Advisors, LLC | 9,498 | $643.5K | 0.14% | +9,498 | New |
| 1620 Investment Advisors, Inc. | 9,493 | $643.2K | 0.66% | −424−4.3% | Reduced |
| Hartford Funds Management Co LLC | 9,440 | $639.5K | 0.06% | +1,417+17.7% | Added |
| Oakworth Capital, Inc. | 9,399 | $636.8K | 0.05% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 9,363 | $634.3K | 0.06% | +1,100+13.3% | Added |
| Dynamic Advisor Solutions LLC | 9,281 | $628.8K | 0.02% | +1,637+21.4% | Added |
| Hancock Whitney Corp | 9,248 | $626.6K | 0.02% | −386−4.0% | Reduced |
| Moloney Securities Asset Management, LLC | 9,242 | $626.2K | 0.09% | +692+8.1% | Added |
| Grandfield & Dodd, LLC | 9,212 | $624.1K | 0.04% | −570−5.8% | Reduced |
| Brown Advisory Inc | 9,193 | $622.8K | 0.00% | +382+4.3% | Added |
| Wedmont Private Capital | 8,951 | $612.3K | 0.04% | +1,081+13.7% | Added |
| Columbia Asset Management | 9,094 | $612.0K | 0.13% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 8,940 | $605.7K | 0.14% | −468−5.0% | Reduced |
| Flow Traders U.S. LLC | 8,862 | $600.0K | 0.03% | +3,613+68.8% | Added |
| Central Trust Co | 8,837 | $598.7K | 0.01% | −248−2.7% | Reduced |
| D.B. Root & Company, LLC | 8,832 | $598.4K | 0.20% | 00.0% | Unchanged |
| Huntington National Bank | 8,812 | $597.0K | 0.00% | +796+9.9% | Added |
| CWM, LLC | 8,749 | $593.0K | 0.00% | −311−3.4% | Reduced |
| Legacy Financial Advisors, Inc. | 8,722 | $590.9K | 0.11% | +444+5.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,678 | $588.0K | 0.24% | +8,678 | New |
| Kovitz Investment Group Partners, LLC | 8,667 | $587.2K | 0.01% | +8,667 | New |
| Advisors Capital Management, LLC | 8,648 | $586.0K | 0.01% | +433+5.3% | Added |
| FinTrust Capital Advisors, LLC | 8,623 | $584.2K | 0.11% | +60+0.7% | Added |