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 |
|---|---|---|---|---|---|
| Wick Capital Partners, LLC | 8,601 | $582.7K | 0.57% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 8,567 | $580.4K | 0.17% | +4,321+101.8% | Added |
| MBB Public Markets I LLC | 8,556 | $579.7K | 0.04% | +8,556 | New |
| Bray Capital Advisors | 8,500 | $575.9K | 0.15% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,498 | $575.7K | 0.02% | +196+2.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 8,444 | $572.1K | 0.10% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,435 | $571.5K | 0.03% | +11+0.1% | Added |
| Fulton Bank, N.A. | 8,419 | $570.4K | 0.02% | −669−7.4% | Reduced |
| Key Financial Inc | 8,346 | $565.4K | 0.14% | −1,658−16.6% | Reduced |
| Coastline Trust Co | 8,320 | $563.7K | 0.07% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 8,291 | $561.7K | 0.10% | +368+4.6% | Added |
| Rehmann Capital Advisory Group | 8,258 | $559.5K | 0.04% | +547+7.1% | Added |
| Capital Wealth Planning, LLC | 8,180 | $554.2K | 0.01% | −3,768−31.5% | Reduced |
| Penserra Capital Management LLC | 8,180 | $554.0K | 0.01% | −3,768−31.5% | Reduced |
| Garrison Asset Management, LLC | 8,090 | $548.1K | 0.29% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 8,026 | $543.8K | 0.01% | +255+3.3% | Added |
| Cary Street Partner Investment Advisory LLC | 8,008 | $542.5K | 0.02% | +353+4.6% | Added |
| Lindbrook Capital, LLC | 8,005 | $542.3K | 0.05% | +137+1.7% | Added |
| Ar Asset Management Inc | 8,000 | $542.0K | 0.13% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,900 | $541.5K | 0.16% | +40+0.5% | Added |
| MQS Management LLC | 7,984 | $540.9K | 0.31% | +7,984 | New |
| Warren Averett Asset Management, LLC | 7,961 | $539.3K | 0.01% | +2,365+42.3% | Added |
| Nwam LLC | 7,089 | $536.2K | 0.04% | −905−11.3% | Reduced |
| Flagship Harbor Advisors, LLC | 7,913 | $536.1K | 0.03% | +186+2.4% | Added |
| Driehaus Capital Management LLC | 7,778 | $527.0K | 0.01% | +3,240+71.4% | Added |
| AE Wealth Management LLC | 7,769 | $526.3K | 0.01% | −22,100−74.0% | Reduced |
| Everpar Advisors LLC | 7,618 | $516.1K | 0.31% | −3,400−30.9% | Reduced |
| Miracle Mile Advisors, LLC | 7,614 | $515.8K | 0.01% | +572+8.1% | Added |
| Cohen Investment Advisors LLC | 7,604 | $515.2K | 0.33% | −282−3.6% | Reduced |
| Harbour Investments, Inc. | 7,585 | $513.9K | 0.02% | +524+7.4% | Added |
| Sigma Planning Corp | 7,538 | $510.7K | 0.02% | +2,338+45.0% | Added |
| Nilsine Partners, LLC | 7,535 | $510.5K | 0.07% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 7,530 | $510.2K | 0.21% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,512 | $508.9K | 0.01% | −8−0.1% | Reduced |
| Fca Corp | 7,500 | $508.1K | 0.16% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 7,418 | $502.6K | 0.16% | −275−3.6% | Reduced |
| Cooper Financial Group | 7,367 | $499.1K | 0.08% | +963+15.0% | Added |
| LVM Capital Management Ltd | 7,300 | $495.0K | 0.06% | 00.0% | Unchanged |
| Stevard, LLC | 7,248 | $491.1K | 0.44% | 00.0% | Unchanged |
| Gradient Investments LLC | 7,136 | $483.5K | 0.01% | −199−2.7% | Reduced |
| Stock Yards Bank & Trust Co | 7,120 | $482.4K | 0.02% | +26+0.4% | Added |
| Spire Wealth Management | 7,074 | $479.3K | 0.01% | −549−7.2% | Reduced |
| Fruth Investment Management | 7,046 | $477.0K | 0.12% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,018 | $475.5K | 0.02% | −100−1.4% | Reduced |
| Bradley Foster & Sargent Inc | 7,013 | $475.1K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 7,003 | $474.5K | 0.02% | −1,755−20.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,000 | $474.3K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,210 | $474.1K | 0.01% | +6,210 | New |
| AA Financial Advisors, LLC | 6,975 | $472.6K | 0.19% | +6,975 | New |
| Five Oceans Advisors | 6,965 | $471.9K | 0.24% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 6,822 | $462.2K | 0.11% | −200−2.8% | Reduced |
| Buckingham Strategic Partners | 6,787 | $459.8K | 0.01% | +2,579+61.3% | Added |
| Banco de Sabadell, S.A | 6,805 | $458.0K | 0.34% | −27−0.4% | Reduced |
| Integrated Advisors Network LLC | 6,745 | $457.0K | 0.02% | +232+3.6% | Added |
| Chicago Capital, LLC | 6,742 | $456.8K | 0.01% | −17,577−72.3% | Reduced |
| Essex Financial Services, Inc. | 6,737 | $456.5K | 0.04% | +403+6.4% | Added |
| Eqis Capital Management, Inc. | 6,730 | $455.9K | 0.04% | −3,324−33.1% | Reduced |
| Prospector Partners LLC | 6,700 | $453.9K | 0.05% | +370+5.8% | Added |
| Archford Capital Strategies, LLC | 6,659 | $451.2K | 0.08% | −303−4.4% | Reduced |
| Mission Wealth Management, LP | 6,624 | $448.8K | 0.01% | −3,761−36.2% | Reduced |
| Channing Global Advisors, LLC | 6,552 | $443.9K | 0.38% | −97−1.5% | Reduced |
| Argent Trust Co | 6,518 | $441.6K | 0.02% | +512+8.5% | Added |
| Fiduciary Trust Co | 6,494 | $440.0K | 0.01% | −218−3.2% | Reduced |
| Ambassador Advisors, LLC | 6,446 | $436.7K | 0.08% | +6,446 | New |
| AQR Capital Management LLC | 6,444 | $436.6K | 0.00% | +1,341+26.3% | Added |
| Summit Trail Advisors, LLC | 6,438 | $436.2K | 0.01% | −600−8.5% | Reduced |
| Crumly & Associates Inc. | 6,438 | $436.2K | 0.11% | +198+3.2% | Added |
| Johnson Investment Counsel Inc | 6,435 | $436.0K | 0.00% | −48−0.7% | Reduced |
| First Manhattan Co | 6,424 | $435.3K | 0.00% | −9−0.1% | Reduced |
| Holistic Financial Partners | 6,401 | $433.7K | 0.22% | +234+3.8% | Added |
| Rothschild Investment LLC | 6,397 | $433.4K | 0.03% | +5,438+567.0% | Added |
| New England Research & Management, Inc. | 6,350 | $430.0K | 0.21% | 00.0% | Unchanged |
| American National Bank & Trust Co | 6,335 | $429.2K | 0.10% | +6,335 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 6,302 | $427.0K | 0.01% | +6,302 | New |
| McLean Asset Management Corp | 6,231 | $426.3K | 0.15% | 00.0% | Unchanged |
| GDS Wealth Management | 6,266 | $424.5K | 0.05% | −97−1.5% | Reduced |
| Stratos Wealth Advisors, LLC | 6,243 | $423.0K | 0.03% | +2,119+51.4% | Added |
| First Western Trust Bank | 6,231 | $422.1K | 0.02% | +169+2.8% | Added |
| BKM Wealth Management, LLC | 6,212 | $420.9K | 0.18% | +2,599+71.9% | Added |
| J.W. Cole Advisors, Inc. | 6,172 | $418.2K | 0.02% | +271+4.6% | Added |
| Wealthcare Advisory Partners LLC | 6,136 | $415.7K | 0.01% | +543+9.7% | Added |
| Wilkinson Global Asset Management LLC | 6,113 | $414.2K | 0.03% | −1,060−14.8% | Reduced |
| FSM Wealth Advisors, LLC | 6,110 | $414.0K | 0.15% | +42+0.7% | Added |
| Haverford Trust Co | 6,047 | $409.7K | 0.00% | +1,600+36.0% | Added |
| Sage Mountain Advisors LLC | 6,017 | $407.7K | 0.04% | +158+2.7% | Added |
| NTV Asset Management LLC | 6,000 | $406.5K | 0.06% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,982 | $405.3K | 0.03% | −390−6.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 5,209 | $404.4K | 0.02% | +5,209 | New |
| EverSource Wealth Advisors, LLC | 5,317 | $403.4K | 0.03% | −195−3.5% | Reduced |
| West Michigan Advisors, LLC | 5,951 | $403.2K | 0.13% | +721+13.8% | Added |
| XML Financial, LLC | 5,948 | $403.0K | 0.04% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 5,929 | $401.7K | 0.02% | −55−0.9% | Reduced |
| Clean Yield Group | 5,900 | $399.7K | 0.16% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 5,887 | $398.8K | 0.21% | +293+5.2% | Added |
| Hilltop National Bank | 5,848 | $396.2K | 0.13% | +5,848 | New |
| Brown Brothers Harriman & Co | 5,846 | $396.1K | 0.00% | −39−0.7% | Reduced |
| Keel Point, LLC | 5,827 | $394.8K | 0.04% | +785+15.6% | Added |
| Williams Jones Wealth Management, LLC. | 5,821 | $394.4K | 0.01% | −634−9.8% | Reduced |
| Trust Co of Toledo NA | 5,806 | $393.4K | 0.06% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 5,797 | $392.7K | 0.04% | +146+2.6% | Added |