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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: 1,388 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 20261,388$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
James Investment Research Inc83,616$6.52M0.78%−11,222−11.8%Reduced
JustInvest LLC93,467$6.59M0.13%+31,893+51.8%Added
WealthPlan Investment Management, LLC85,555$6.67M1.01%−12,778−13.0%Reduced
Northwestern Mutual Wealth Management Co86,163$6.72M0.01%+1,737+2.1%Added
CIBC World Markets Inc.87,610$6.83M0.02%+54,257+162.7%Added
Skandinaviska Enskilda Banken AB (publ)88,222$6.88M0.03%00.0%Unchanged
Oppenheimer Asset Management Inc.88,619$6.91M0.09%+1,203+1.4%Added
FourThought Financial Partners, LLC88,858$6.93M0.89%+115+0.1%Added
Nomura Asset Management Co Ltd90,584$7.06M0.02%+474+0.5%Added
Trexquant Investment LP90,881$7.09M0.11%+90,881New
Strategic Wealth Partners, Ltd.93,373$7.28M0.76%+4,158+4.7%Added
Tower Research Capital LLC (TRC)93,621$7.30M0.12%+75,793+425.1%Added
Steward Partners Investment Advisory, LLC94,012$7.33M0.08%+933+1.0%Added
Prospera Financial Services Inc94,167$7.34M0.20%+27,416+41.1%Added
Kestra Advisory Services, LLC95,546$7.45M0.04%+5,558+6.2%Added
Cresset Asset Management, LLC95,578$7.45M0.03%+40,565+73.7%Added
Cambridge Investment Research Advisors, Inc.96,075$7.49M0.03%+6,344+7.1%Added
Atria Investments LLC97,437$7.60M0.10%+12,182+14.3%Added
Avantax Advisory Services, Inc.102,428$7.99M0.06%+71,222+228.2%Added
National Bank of Canada102,856$8.01M0.01%−107,511−51.1%Reduced
Federation des caisses Desjardins du Quebec104,983$8.19M0.04%+77,647+284.0%Added
Ethic Inc.107,740$8.40M0.20%+16,607+18.2%Added
M&R Capital Management Inc112,154$8.75M2.09%+111,265+12,515.7%Added
Altrius Capital Management Inc112,214$8.75M2.30%−525−0.5%Reduced
Bessemer Group Inc117,505$9.16M0.02%+22,244+23.4%Added
Quantinno Capital Management LP120,093$9.37M0.17%+66,170+122.7%Added
Norges Bank120,789$9.42M0.00%−610,227−83.5%Reduced
New York State Common Retirement Fund123,919$9.66M0.01%+64,625+109.0%Added
Advisor Group Holdings, Inc.125,689$9.80M0.02%−48,789−28.0%Reduced
Peapack Gladstone Financial Corp126,446$9.86M0.15%+93,551+284.4%Added
Bailard, Inc.127,099$9.91M0.27%+1,286+1.0%Added
Oak Ridge Investments LLC127,491$9.94M0.95%+5,887+4.8%Added
HRT Financial LP132,667$10.3M0.06%+50,365+61.2%Added
Zevin Asset Management LLC134,855$10.5M1.70%+1,295+1.0%Added
Envestnet Portfolio Solutions, Inc.136,377$10.6M0.04%+11,078+8.8%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main139,510$10.9M0.01%−2,907−2.0%Reduced
Oak Family Advisors, LLC141,870$11.1M4.21%+2,744+2.0%Added
Edge Capital Group, LLC144,301$11.3M0.54%+3,665+2.6%Added
Kennedy Capital Management, Inc.80,286$11.3M0.24%+29,244+57.3%Added
Captrust Financial Advisors145,134$11.3M0.04%+18,786+14.9%Added
O'Shaughnessy Asset Management, LLC147,015$11.5M0.12%+35,356+31.7%Added
Howe & Rusling Inc149,596$11.7M1.06%−11,862−7.3%Reduced
Dodge & Cox149,785$11.7M0.01%−5,500−3.5%Reduced
Tang Capital Management LLC150,000$11.7M1.19%00.0%Unchanged
Bamco Inc150,451$11.7M0.03%−13,997−8.5%Reduced
Cerity Partners LLC152,850$11.9M0.03%−46,771−23.4%Reduced
Deutsche Bank AG155,686$12.1M0.01%−350,972−69.3%Reduced
Rockefeller Capital Management L.P.157,596$12.3M0.03%+3,869+2.5%Added
Rafferty Asset Management, LLC157,506$12.3M0.05%−30,309−16.1%Reduced
Silvercrest Asset Management Group LLC157,968$12.3M0.08%+118,053+295.8%Added
Cullen/Frost Bankers, Inc.158,731$12.4M0.18%−5,113−3.1%Reduced
Sanctuary Advisors, LLC166,896$12.5M0.09%+166,896New
Park National Corp161,382$12.6M0.47%+19,499+13.7%Added
Marathon Capital Management161,872$12.6M3.22%−215−0.1%Reduced
Susquehanna International Group, LLP168,663$13.2M0.02%+109,390+184.6%Added
Anchor Capital Advisors LLC169,790$13.2M0.37%−354−0.2%Reduced
Brinker Capital Investments, LLC171,268$13.4M0.14%+25,327+17.4%Added
Orion Portfolio Solutions, LLC171,268$13.4M0.14%+25,327+17.4%Added
Hilton Capital Management, LLC171,571$13.4M1.13%−31,495−15.5%Reduced
Community Trust & Investment Co172,509$13.5M0.92%−1,985−1.1%Reduced
Mariner, LLC173,718$13.5M0.03%+58,475+50.7%Added
Raymond James Financial Services Advisors, Inc.178,868$13.9M0.02%+2,706+1.5%Added
Mirae Asset Global Investments Co., Ltd.179,217$14.0M0.07%−452,105−71.6%Reduced
Glenmede Trust Co NA184,324$14.4M0.07%−5,583−2.9%Reduced
Wealth Enhancement Advisory Services, LLC186,152$14.5M0.03%+4,551+2.5%Added
Tiaa Trust, National Association186,670$14.6M0.04%−48,929−20.8%Reduced
Sphera Funds Management Ltd.190,060$14.8M2.42%00.0%Unchanged
Artia Global Partners LP190,752$14.9M3.82%00.0%Unchanged
QRG Capital Management, Inc.199,131$15.5M0.18%+23,040+13.1%Added
Zimmer Partners, LP201,000$15.7M0.30%−73,900−26.9%Reduced
Cetera Investment Advisers202,333$15.8M0.04%−5,164−2.5%Reduced
Avidity Partners Management LP205,000$16.0M0.68%+45,000+28.1%Added
Buckingham Capital Management, Inc.205,137$16.0M1.91%−3,085−1.5%Reduced
CI Private Wealth, LLC205,453$16.0M0.03%+57,809+39.2%Added
Manufacturers Life Insurance Company, The206,446$16.1M0.02%+58,039+39.1%Added
Creative Planning208,059$16.2M0.02%+32,132+18.3%Added
Commonwealth Equity Services, LLC209,065$16.3M0.03%+5,691+2.8%Added
Bridgewater Associates, LP209,177$16.3M0.09%+109,915+110.7%Added
Assetmark, Inc214,524$16.7M0.05%+19,193+9.8%Added
Davidson Investment Advisors215,687$16.8M0.87%+2,682+1.3%Added
US Bancorp217,454$17.0M0.02%+23,595+12.2%Added
Guggenheim Capital LLC219,379$17.1M0.12%+2,005+0.9%Added
First Foundation Advisors226,838$17.7M0.68%+3,669+1.6%Added
Blair William & Co229,484$17.9M0.06%−5,920−2.5%Reduced
CIBC Asset Management Inc232,999$18.2M0.06%−703−0.3%Reduced
The PNC Financial Services Group, Inc.233,648$18.2M0.01%+910+0.4%Added
Flputnam Investment Management Co234,860$18.3M0.34%−42,871−15.4%Reduced
Barlow Wealth Partners, Inc.236,088$18.8M2.61%+92,667+64.6%Added
Baird Financial Group, Inc.247,666$19.3M0.04%+6,715+2.8%Added
MML Investors Services, LLC247,672$19.3M0.08%−1,754−0.7%Reduced
Truist Financial Corp250,478$19.5M0.03%+11,074+4.6%Added
Sit Investment Associates Inc254,170$19.8M0.46%−8,155−3.1%Reduced
Capital International Inc259,927$20.3M0.27%+21,897+9.2%Added
Arrowstreet Capital, Limited Partnership261,335$20.4M0.02%+261,335New
Fred Alger Management, LLC264,373$20.6M0.10%+204,009+338.0%Added
Victory Capital Management Inc264,451$20.6M0.02%−1,240−0.5%Reduced
M&T Bank Corp267,830$20.9M0.07%+17,994+7.2%Added
Jane Street Group, LLC268,685$21.0M0.02%−355,639−57.0%Reduced
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)271,749$21.2M0.52%+271,749New
Federated Hermes, Inc.276,481$21.6M0.05%+6,568+2.4%Added