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 |
|---|---|---|---|---|---|
| Old Point Trust & Financial Services N A | 1,225 | $95.5K | 0.04% | −100−7.5% | Reduced |
| Webster Bank, N. A. | 1,225 | $95.5K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,236 | $96.4K | 0.08% | +336+37.3% | Added |
| Accent Capital Management, LLC | 1,241 | $96.8K | 0.06% | +126+11.3% | Added |
| North Star Investment Management Corp. | 1,246 | $97.2K | 0.01% | −19−1.5% | Reduced |
| Rakuten Securities, Inc. | 1,281 | $99.9K | 0.04% | −742−36.7% | Reduced |
| Dougherty Wealth Advisers LLC | 1,290 | $100.6K | 0.09% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,295 | $101.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,352 | $105.4K | 0.01% | +18+1.3% | Added |
| Salem Investment Counselors Inc | 1,375 | $107.2K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,395 | $108.8K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 1,451 | $113.2K | 0.06% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,462 | $114.0K | 0.01% | +43+3.0% | Added |
| Colonial Trust Co | 1,479 | $115.3K | 0.02% | +191+14.8% | Added |
| Luken Investment Analytics, LLC | 1,500 | $117.0K | 0.06% | 00.0% | Unchanged |
| Bollard Group LLC | 1,501 | $117.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,531 | $117.5K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,515 | $118.2K | 0.03% | +1,000+194.2% | Added |
| Rosenberg Matthew Hamilton | 1,540 | $120.0K | 0.04% | +211+15.9% | Added |
| Hills Bank & Trust Co | 1,540 | $120.1K | 0.01% | −159−9.4% | Reduced |
| Addison Advisors LLC | 1,557 | $121.4K | 0.04% | +495+46.6% | Added |
| Bartlett & Co. Wealth Management LLC | 1,579 | $123.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,656 | $129.2K | 0.01% | −522−24.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,712 | $133.0K | 0.07% | +465+37.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,728 | $134.7K | 0.03% | +951+122.4% | Added |
| Financial Perspectives, Inc | 1,785 | $139.2K | 0.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,800 | $140.4K | 0.00% | +1,400+350.0% | Added |
| Bogart Wealth, LLC | 1,808 | $141.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,827 | $142.5K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,852 | $144.4K | 0.01% | +1+0.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,886 | $147.1K | 0.05% | −6,792−78.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,900 | $148.2K | 0.11% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,965 | $153.0K | 0.04% | +274+16.2% | Added |
| Ashton Thomas Private Wealth, LLC | 2,006 | $156.5K | 0.01% | +2,006 | New |
| Investors Research Corp | 2,020 | $157.5K | 0.04% | −1,153−36.3% | Reduced |
| Harbor Investment Advisory, LLC | 2,021 | $157.6K | 0.02% | +587+40.9% | Added |
| Thompson Investment Management, Inc. | 2,058 | $160.5K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,170 | $169.2K | 0.02% | +213+10.9% | Added |
| Concord Wealth Partners | 2,170 | $169.3K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,216 | $172.8K | 0.04% | +2,186+7,286.7% | Added |
| Mendota Financial Group, LLC | 2,224 | $173.4K | 0.09% | −30−1.3% | Reduced |
| Banque Cantonale Vaudoise | 2,269 | $177.0K | 0.01% | +999+78.7% | Added |
| Trust Co of Vermont | 2,271 | $177.1K | 0.01% | −821−26.6% | Reduced |
| Rise Advisors, LLC | 2,302 | $179.5K | 0.10% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,316 | $180.6K | 0.01% | −191−7.6% | Reduced |
| Triad Wealth Partners, LLC | 2,327 | $181.5K | 0.10% | +2,327 | New |
| Centaurus Financial, Inc. | 2,337 | $182.0K | 0.01% | +2,337 | New |
| Close Asset Management Ltd | 2,400 | $187.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,500 | $195.0K | 0.02% | +2,500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,500 | $195.0K | 0.01% | +85+3.5% | Added |
| Opal Wealth Advisors, LLC | 2,502 | $195.1K | 0.06% | +2,502 | New |
| Asset Dedication, LLC | 2,549 | $198.8K | 0.01% | −33−1.3% | Reduced |
| Brass Tax Wealth Management, Inc | 2,570 | $200.4K | 0.04% | +2,570 | New |
| Gilman Hill Asset Management, LLC | 2,578 | $201.1K | 0.04% | −1,125−30.4% | Reduced |
| UMA Financial Services, Inc. | 2,569 | $201.9K | 0.04% | +2,569 | New |
| MONECO Advisors, LLC | 2,592 | $202.2K | 0.03% | +2,592 | New |
| First Citizens Financial Corp | 2,596 | $202.5K | 0.12% | +2,596 | New |
| Aptus Capital Advisors, LLC | 2,609 | $203.5K | 0.00% | +2,609 | New |
| Souders Financial Advisors | 2,615 | $203.9K | 0.03% | −45,059−94.5% | Reduced |
| Kapstone Financial Advisors LLC | 2,618 | $204.2K | 0.13% | +2,618 | New |
| Dana Investment Advisors, Inc. | 2,621 | $204.4K | 0.01% | +2,621 | New |
| Navalign, LLC | 2,625 | $204.7K | 0.06% | +2,625 | New |
| Meeder Advisory Services, Inc. | 2,638 | $205.7K | 0.01% | +2,638 | New |
| MQS Management LLC | 2,648 | $206.5K | 0.12% | −5,336−66.8% | Reduced |
| Financial Advisory Service, Inc. | 2,650 | $206.7K | 0.02% | +2,650 | New |
| Breakwater Capital Group | 2,653 | $206.9K | 0.05% | +2,653 | New |
| Hoxton Planning & Management, LLC | 2,662 | $207.6K | 0.10% | +2,662 | New |
| Lynx Investment Advisory | 2,680 | $209.0K | 0.15% | +2,680 | New |
| Gladstone Institutional Advisory LLC | 2,694 | $210.1K | 0.01% | +2,694 | New |
| FMB Wealth Management | 2,701 | $210.7K | 0.16% | +2,701 | New |
| Steel Peak Wealth Management LLC | 2,703 | $210.8K | 0.01% | +2,703 | New |
| Beck Mack & Oliver LLC | 2,713 | $211.6K | 0.00% | +2,713 | New |
| Boston Financial Mangement LLC | 2,721 | $212.2K | 0.01% | +2,721 | New |
| Wealth Effects LLC | 2,725 | $212.5K | 0.08% | +2,725 | New |
| Armstrong, Fleming & Moore, Inc | 2,737 | $213.4K | 0.14% | +2,737 | New |
| Avalon Trust Co | 2,750 | $214.5K | 0.02% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 2,755 | $214.9K | 0.02% | +2,755 | New |
| Custom Index Systems, LLC | 2,757 | $215.0K | 0.12% | +2,757 | New |
| Cedar Brook Financial Partners, LLC | 2,770 | $216.0K | 1.63% | −9,646−77.7% | Reduced |
| Bank of Stockton | 2,786 | $217.3K | 0.07% | +2,786 | New |
| Consolidated Planning Corp | 2,787 | $217.4K | 0.04% | +2,787 | New |
| New Republic Capital, LLC | 2,788 | $217.4K | 0.11% | +2,788 | New |
| Wealth Alliance Advisory Group, LLC | 2,800 | $218.4K | 0.05% | +2,800 | New |
| SFMG, LLC | 2,815 | $219.5K | 0.02% | −991−26.0% | Reduced |
| Hartford Financial Management Inc. | 2,829 | $220.6K | 0.05% | +2,829 | New |
| Sequent Asset Management, LLC | 2,846 | $222.0K | 0.11% | −1,402−33.0% | Reduced |
| Capital Investment Advisors, LLC | 2,847 | $222.1K | 0.01% | +2,847 | New |
| Rodgers Brothers Inc. | 2,860 | $223.1K | 0.03% | +2,860 | New |
| Hoylecohen, LLC | 2,875 | $224.2K | 0.02% | +2,875 | New |
| Fiera Capital Corp | 2,884 | $224.9K | 0.00% | −1,415−32.9% | Reduced |
| Mayflower Financial Advisors, LLC | 2,892 | $225.5K | 0.04% | +2,892 | New |
| Massachusetts Wealth Management | 2,900 | $226.2K | 0.15% | +2,900 | New |
| Main Street Financial Solutions, LLC | 2,917 | $227.5K | 0.02% | +2,917 | New |
| Compass Ion Advisors, LLC | 3,363 | $227.8K | 0.03% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 2,933 | $228.7K | 0.13% | +2,933 | New |
| Pinnacle Financial Partners Inc | 2,955 | $230.5K | 0.00% | −48−1.6% | Reduced |
| SageView Advisory Group, LLC | 2,969 | $231.6K | 0.01% | −549−15.6% | Reduced |
| Fairfield Financial Advisors, LTD | 2,978 | $232.3K | 0.08% | +2,978 | New |
| Csenge Advisory Group | 2,994 | $233.5K | 0.01% | +2,994 | New |
| Prairie Sky Financial Group LLC | 3,000 | $234.0K | 0.15% | 00.0% | Unchanged |