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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, Q2 2024

Institutional positions in AstraZeneca PLC as of Jun 30, 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
1,213
+85 vs. Q1 2024
Shares held
499.5M
+4.74M (+1.0%) vs. Q1 2024
Total value
$39.0B
+$5.44B (+16.2%) vs. Q1 2024
New holders
156
506 more added
Sold out
71
332 more reduced

13 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,213 institutions
Q1 2021: 757 institutionsQ2 2021: 772 institutionsQ3 2021: 911 institutionsQ4 2021: 952 institutionsQ1 2022: 984 institutionsQ2 2022: 1,019 institutionsQ3 2022: 968 institutionsQ4 2022: 1,063 institutionsQ1 2023: 1,057 institutionsQ2 2023: 1,093 institutionsQ3 2023: 1,075 institutionsQ4 2023: 1,131 institutionsQ1 2024: 1,141 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,230 institutionsQ4 2024: 1,222 institutionsQ1 2025: 1,251 institutionsQ2 2025: 1,223 institutionsQ3 2025: 1,292 institutionsQ4 2025: 1,410 institutionsQ1 2026: 1,389 institutionsQ2 2026: 1,511 institutions
Value heldQ2 2024: $39.0B
Q1 2021: $20.4BQ2 2021: $26.1BQ3 2021: $31.1BQ4 2021: $29.4BQ1 2022: $34.3BQ2 2022: $34.9BQ3 2022: $28.3BQ4 2022: $34.2BQ1 2023: $35.0BQ2 2023: $35.4BQ3 2023: $33.7BQ4 2023: $33.2BQ1 2024: $33.8BQ2 2024: $39.0BQ3 2024: $39.1BQ4 2024: $33.7BQ1 2025: $37.0BQ2 2025: $34.7BQ3 2025: $37.9BQ4 2025: $46.4BQ1 2026: $148.4BQ2 2026: $151.3B
Institutions holding AZN and their total value by quarter
QuarterHoldersValue
Q2 20261,511$151.3B
Q1 20261,389$148.4B
Q4 20251,410$46.4B
Q3 20251,292$37.9B
Q2 20251,223$34.7B
Q1 20251,251$37.0B
Q4 20241,222$33.7B
Q3 20241,230$39.1B
Q2 20241,213$39.0B
Q1 20241,141$33.8B
Q4 20231,131$33.2B
Q3 20231,075$33.7B
Q2 20231,093$35.4B
Q1 20231,057$35.0B
Q4 20221,063$34.2B
Q3 2022968$28.3B
Q2 20221,019$34.9B
Q1 2022984$34.3B
Q4 2021952$29.4B
Q3 2021911$31.1B
Q2 2021772$26.1B
Q1 2021757$20.4B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q1 2024.

Institutions holding AZN in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners10$00.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.4$00.00%+4New
McClarren Financial Advisors, Inc.77$250.02%−246−76.2%Reduced
California State Teachers Retirement System1$780.00%00.0%Unchanged
Lam Group, Inc.2$1560.00%00.0%Unchanged
SJS Investment Consulting Inc.8$6240.00%+8New
TFC Financial Management10$7800.00%00.0%Unchanged
Operose Advisors LLC10$7800.00%00.0%Unchanged
Fortitude Family Office, LLC10$7870.00%00.0%Unchanged
Hoey Investments, Inc12$9360.00%+12New
WealthCollab, LLC13$1.01K0.00%00.0%Unchanged
Vista Private Wealth Partners. LLC14$1.09K0.00%+14New
Colonial Trust Advisors18$1.40K0.00%−101−84.9%Reduced
Solstein Capital, LLC19$1.48K0.00%00.0%Unchanged
Gold Investment Management Ltd.20$1.56K0.00%00.0%Unchanged
Olistico Wealth, LLC21$1.64K0.00%+21New
ZynergyRetirementPlanningLLC21$1.64K0.00%+21New
Johnson Financial Group, Inc.23$1.79K0.00%−17−42.5%Reduced
Brown Financial Advisors23$1.79K0.00%+23New
First PREMIER Bank30$2.00K0.00%00.0%Unchanged
Dixon Mitchell Investment Counsel Inc.27$2.11K0.00%+27New
ZRC Wealth Management, LLC28$2.18K0.00%00.0%Unchanged
Atticus Wealth Management, LLC30$2.34K0.00%−5−14.3%Reduced
MeadowBrook Investment Advisors LLC31$2.42K0.00%00.0%Unchanged
Piscataqua Savings Bank35$2.73K0.00%−30−46.2%Reduced
Thomas J. Herzfeld Advisors, Inc.35$2.73K0.00%+35New
BFSG, LLC36$2.81K0.00%00.0%Unchanged
Kelly Financial Services LLC37$2.85K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC40$3.12K0.00%00.0%Unchanged
ClariVest Asset Management LLC40$3.13K0.00%00.0%Unchanged
Central Pacific Bank - Trust Division42$3.28K0.00%00.0%Unchanged
Winch Advisory Services, LLC43$3.34K0.00%00.0%Unchanged
Stone House Investment Management, LLC45$3.51K0.00%00.0%Unchanged
Creative Financial Designs Inc53$4.13K0.00%00.0%Unchanged
Pacifica Partners Inc.55$4.22K0.00%00.0%Unchanged
Northwest Bank & Trust Co55$4.29K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC58$4.52K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC59$4.60K0.00%00.0%Unchanged
Richardson Financial Services Inc.60$4.68K0.00%−13−17.8%Reduced
Morton Brown Family Wealth, LLC60$4.68K0.00%+60New
McIlrath & Eck, LLC61$4.76K0.00%00.0%Unchanged
Castleview Partners, LLC62$4.83K0.00%+26+72.2%Added
McMahon Financial Advisors, LLC63$4.91K0.00%+63New
Dunhill Financial, LLC64$4.99K0.00%00.0%Unchanged
Tidemark, LLC64$4.99K0.00%00.0%Unchanged
Richardson Capital Management LLC64$4.99K0.00%+64New
Avion Wealth74$5.00K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$5.56K0.00%00.0%Unchanged
Salomon & Ludwin, LLC74$5.77K0.00%00.0%Unchanged
First Financial Corp75$5.85K0.00%−259−77.5%Reduced
Pin Oak Investment Advisors Inc79$6.00K0.01%−370−82.4%Reduced
Peoples Financial Services Corp.77$6.00K0.00%−23−23.0%Reduced
Institutional & Family Asset Management, LLC83$6.47K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.84$6.55K0.00%00.0%Unchanged
Sachetta, LLC90$7.01K0.00%−205−69.5%Reduced
Glass Jacobson Investment Advisors llc92$7.18K0.00%00.0%Unchanged
Unique Wealth Strategies, LLC106$7.18K0.00%+106New
HighMark Wealth Management LLC93$7.22K0.00%+5+5.7%Added
Caldwell Sutter Capital, Inc.93$7.25K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.109$7.38K0.00%−210−65.8%Reduced
Nemes Rush Group LLC100$7.80K0.00%−459−82.1%Reduced
ADAR1 Capital Management, LLC100$7.80K0.00%−100−50.0%Reduced
Lowe Wealth Advisors, LLC100$7.80K0.00%00.0%Unchanged
True Wealth Design, LLC100$7.80K0.00%+34+51.5%Added
WFA of San Diego, LLC100$7.80K0.01%+100New
Friedenthal Financial101$7.88K0.00%00.0%Unchanged
Dogwood Wealth Management LLC103$8.05K0.00%00.0%Unchanged
Larson Financial Group LLC107$8.31K0.00%+80+296.3%Added
Robinswood Financial LLC108$8.49K0.00%+108New
Family Firm, Inc.109$8.50K0.00%+109New
ESL Trust Services, LLC111$8.66K0.00%+111New
Highline Wealth Partners LLC112$8.73K0.00%+92+460.0%Added
Great Lakes Retirement, Inc.112$8.73K0.00%+112New
Valued Wealth Advisors LLC117$9.13K0.01%00.0%Unchanged
MV Capital Management, Inc.117$9.13K0.00%+90+333.3%Added
CNB Bank119$9.28K0.00%00.0%Unchanged
EnRich Financial Partners LLC123$9.57K0.00%00.0%Unchanged
West Paces Advisors Inc.125$9.75K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.125$9.75K0.00%+125New
Global Wealth Strategies & Associates126$9.83K0.00%00.0%Unchanged
PSI Advisors, LLC137$10.6K0.00%+35+34.3%Added
St Germain D J Co Inc140$10.9K0.00%+100+250.0%Added
Birchbrook, Inc.147$11.5K0.01%00.0%Unchanged
First Community Trust NA150$11.7K0.01%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)150$11.7K0.00%00.0%Unchanged
Asset Management One Co.,Ltd.151$11.8K0.00%+8+5.6%Added
POM Investment Strategies, LLC151$11.8K0.01%+124+459.3%Added
Stuart Chaussee & Associates, Inc.165$12.9K0.00%00.0%Unchanged
Front Row Advisors LLC165$12.9K0.00%+4+2.5%Added
Bangor Savings Bank170$13.3K0.00%+170New
West Oak Capital, LLC175$13.6K0.01%00.0%Unchanged
Bell Investment Advisors, Inc186$14.5K0.00%+65+53.7%Added
Cornerstone Planning Group LLC187$14.8K0.00%+88+88.9%Added
Old Second National Bank of Aurora200$15.6K0.00%00.0%Unchanged
Atwood & Palmer Inc200$15.6K0.00%00.0%Unchanged
Missouri Trust & Investment Co200$15.6K0.01%00.0%Unchanged
Bellevue Asset Management, LLC100$15.6K0.01%00.0%Unchanged
Caitlin John, LLC202$15.8K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC209$16.3K0.00%−7−3.2%Reduced
Carolinas Wealth Consulting LLC210$16.4K0.00%+9+4.5%Added