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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,511 | $151.3B |
| Q1 2026 | 1,389 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wiser Advisor Group LLC | 211 | $16.4K | 0.03% | +1+0.5% | Added |
| Fairscale Capital, LLC | 212 | $16.7K | 0.01% | +212 | New |
| Arcadia Investment Management Corp | 222 | $17.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 226 | $17.6K | 0.00% | −2−0.9% | Reduced |
| Godsey & Gibb Associates | 227 | $17.7K | 0.00% | −6−2.6% | Reduced |
| Scarborough Advisors, LLC | 230 | $17.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 240 | $18.8K | 0.01% | +1+0.4% | Added |
| Eagle Bay Advisors LLC | 249 | $19.4K | 0.01% | +74+42.3% | Added |
| Pingora Partners LLC | 250 | $19.5K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 443 | $19.5K | 0.01% | +443 | New |
| Aspire Private Capital, LLC | 251 | $19.6K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 262 | $20.4K | 0.01% | +262 | New |
| Mascoma Wealth Management LLC | 264 | $20.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 269 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 280 | $21.8K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 284 | $22.1K | 0.01% | −148−34.3% | Reduced |
| Creekmur Asset Management LLC | 289 | $22.5K | 0.01% | +10+3.6% | Added |
| Central Bank & Trust Co | 297 | $23.2K | 0.00% | −496−62.5% | Reduced |
| TCTC Holdings, LLC | 300 | $23.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $23.4K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $23.5K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 306 | $23.9K | 0.00% | +31+11.3% | Added |
| Roble, Belko & Company, Inc | 314 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 320 | $25.0K | 0.01% | +60+23.1% | Added |
| GHP Investment Advisors, Inc. | 329 | $25.7K | 0.00% | +329 | New |
| Cherry Tree Wealth Management, LLC | 334 | $26.0K | 0.01% | −51−13.2% | Reduced |
| Resources Management Corp | 350 | $27.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 350 | $27.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 350 | $27.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 365 | $28.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 359 | $28.0K | 0.00% | +278+343.2% | Added |
| Register Financial Advisors LLC | 360 | $28.1K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 360 | $28.1K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 375 | $29.2K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 389 | $30.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 386 | $30.1K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 392 | $31.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 394 | $31.0K | 0.00% | +12+3.1% | Added |
| Nordwand Advisors, LLC | 400 | $31.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 415 | $32.4K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 418 | $32.6K | 0.00% | +140+50.4% | Added |
| Kiely Wealth Advisory Group, Inc. | 400 | $32.7K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 422 | $32.9K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,320 | $34.0K | 0.00% | −9,216−87.5% | Reduced |
| Parkside Financial Bank & Trust | 447 | $34.9K | 0.01% | +40+9.8% | Added |
| TSFG, LLC | 462 | $36.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 463 | $36.1K | 0.01% | +436+1,614.8% | Added |
| Raffa Wealth Management, LLC | 464 | $36.2K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 474 | $37.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 475 | $37.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 479 | $38.0K | 0.00% | +19+4.1% | Added |
| Hollencrest Capital Management | 500 | $39.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 506 | $39.4K | 0.01% | +12+2.4% | Added |
| Atlantic Trust, LLC | 508 | $39.6K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 534 | $41.6K | 0.01% | −115−17.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 536 | $41.8K | 0.03% | +336+168.0% | Added |
| Silicon Valley Capital Partners | 549 | $42.8K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 558 | $43.5K | 0.00% | +17+3.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 560 | $43.7K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 574 | $44.8K | 0.01% | +307+115.0% | Added |
| Financial Management Professionals, Inc. | 589 | $46.0K | 0.01% | +25+4.4% | Added |
| Washington Trust Co | 600 | $46.8K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 600 | $46.8K | 0.04% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 637 | $49.7K | 0.03% | +637 | New |
| Stephens Consulting, LLC | 655 | $51.1K | 0.01% | −100−13.2% | Reduced |
| Center for Financial Planning, Inc. | 671 | $52.3K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 671 | $52.3K | 0.00% | +332+97.9% | Added |
| Redwood Wealth Management Group, LLC | 674 | $52.6K | 0.04% | +674 | New |
| Indiana Trust & Investment Management CO | 681 | $53.1K | 0.02% | +681 | New |
| Redmont Wealth Advisors LLC | 698 | $54.4K | 0.09% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 701 | $54.7K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 750 | $58.5K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 768 | $59.9K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 770 | $60.1K | 0.01% | −462−37.5% | Reduced |
| Adirondack Trust Co | 778 | $60.7K | 0.02% | −231−22.9% | Reduced |
| Osterweis Capital Management Inc | – | $60.8K | 0.00% | – | New |
| Great West Life Assurance Co | 789 | $62.0K | 0.00% | +283+55.9% | Added |
| Pinnacle Holdings, LLC | 800 | $62.4K | 0.03% | −100−11.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 800 | $62.4K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 800 | $62.4K | 0.01% | +35+4.6% | Added |
| Raleigh Capital Management Inc. | 812 | $63.3K | 0.03% | +17+2.1% | Added |
| Bruce G. Allen Investments, LLC | 860 | $67.1K | 0.06% | +138+19.1% | Added |
| Strengthening Families & Communities, LLC | 894 | $70.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 900 | $70.0K | 0.03% | +780+650.0% | Added |
| Baldwin Brothers Inc | 898 | $70.0K | 0.01% | +98+12.3% | Added |
| Ridgewood Investments LLC | 907 | $70.7K | 0.04% | +907 | New |
| Brown, Lisle/Cummings, Inc. | 908 | $70.8K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 912 | $71.1K | 0.03% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 952 | $74.2K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 960 | $74.9K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 968 | $75.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,007 | $78.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,012 | $78.9K | 0.00% | −74−6.8% | Reduced |
| New England Capital Financial Advisors LLC | 1,120 | $87.4K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,123 | $87.6K | 0.01% | −5,274−82.4% | Reduced |
| Continuum Advisory, LLC | 1,129 | $88.1K | 0.01% | −205−15.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,138 | $88.8K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,149 | $89.6K | 0.00% | −585−33.7% | Reduced |
| Pinnacle Bancorp, Inc. | 1,193 | $93.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,214 | $94.7K | 0.02% | +234+23.9% | Added |