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 |
|---|---|---|---|---|---|
| Everett Harris & Co | 3,002 | $234.1K | 0.00% | +3,002 | New |
| Hardy Reed LLC | 3,004 | $234.3K | 0.02% | +3,004 | New |
| Woodley Farra Manion Portfolio Management Inc | 3,006 | $234.4K | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,010 | $234.8K | 0.07% | −418−12.2% | Reduced |
| Van Hulzen Asset Management, LLC | 3,016 | $235.0K | 0.02% | +3,016 | New |
| Long Run Wealth Advisors, LLC | 3,038 | $236.9K | 0.06% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,060 | $238.6K | 0.03% | +85+2.9% | Added |
| Carr Financial Group Corp | 3,063 | $238.9K | 0.08% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 3,070 | $239.5K | 0.08% | −27−0.9% | Reduced |
| Interchange Capital Partners, LLC | 3,079 | $240.1K | 0.09% | +3,079 | New |
| Montecito Bank & Trust | 3,090 | $241.0K | 0.05% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,094 | $241.3K | 0.09% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,097 | $241.5K | 0.00% | −19,586−86.3% | Reduced |
| AMG National Trust Bank | 3,128 | $244.0K | 0.01% | +3,128 | New |
| Texas Capital Bank Wealth Management Services Inc | 3,150 | $245.7K | 0.03% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 3,169 | $247.2K | 0.11% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,171 | $247.3K | 0.01% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 3,177 | $247.8K | 0.08% | +3,177 | New |
| WR Wealth Planners, LLC | 3,182 | $248.2K | 0.08% | +32+1.0% | Added |
| SRS Capital Advisors, Inc. | 3,182 | $248.2K | 0.02% | +636+25.0% | Added |
| WMS Partners, LLC | 3,185 | $248.4K | 0.02% | −53−1.6% | Reduced |
| Patton Albertson Miller Group, LLC | 3,186 | $248.5K | 0.04% | +3,186 | New |
| Beaumont Financial Advisors, LLC | 3,207 | $250.1K | 0.02% | −15−0.5% | Reduced |
| Widmann Financial Services, Inc. | 3,211 | $250.4K | 0.20% | +3,211 | New |
| Talisman Wealth Advisors LLC | 3,218 | $250.9K | 0.29% | +242+8.1% | Added |
| LaSalle St. Investment Advisors, LLC | 3,224 | $251.0K | 0.13% | +3,224 | New |
| Grant/GrossMendelsohn, LLC | 3,237 | $252.4K | 0.12% | +70+2.2% | Added |
| Horizon Family Wealth, Inc. | 3,241 | $252.8K | 0.19% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 3,125 | $253.5K | 0.07% | +3,125 | New |
| Mather Group, LLC. | 3,789 | $256.7K | 0.00% | +708+23.0% | Added |
| Spears Abacus Advisors LLC | 3,310 | $258.1K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 3,320 | $258.9K | 0.03% | 00.0% | Unchanged |
| National Philanthropic Trust | 3,330 | $259.7K | 0.00% | −1,038−23.8% | Reduced |
| NorthRock Partners, LLC | 3,332 | $259.8K | 0.01% | −12−0.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,343 | $260.7K | 0.25% | +38+1.1% | Added |
| Foster Victor Wealth Advisors, LLC | 3,322 | $261.1K | 0.02% | −929−21.9% | Reduced |
| BSW Wealth Partners | 3,352 | $261.4K | 0.04% | +3,352 | New |
| FC Advisory LLC | 3,359 | $262.0K | 0.10% | −814−19.5% | Reduced |
| Capital Market Strategies LLC | 3,360 | $262.0K | 0.17% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,368 | $262.7K | 0.15% | +331+10.9% | Added |
| Adviser Investments LLC | 3,381 | $263.7K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,390 | $264.0K | 0.02% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 3,395 | $264.8K | 0.11% | −141−4.0% | Reduced |
| Western Wealth Management, LLC | 3,415 | $266.3K | 0.02% | −94−2.7% | Reduced |
| Sunpointe, LLC | 3,419 | $266.6K | 0.17% | +147+4.5% | Added |
| Seven Mile Advisory | 3,421 | $266.8K | 0.20% | +378+12.4% | Added |
| Independent Advisor Alliance | 3,425 | $267.1K | 0.01% | −211−5.8% | Reduced |
| Northcape Wealth Management, LLC | 3,450 | $269.1K | 0.10% | +3,450 | New |
| Camden Capital, LLC | 3,452 | $269.2K | 0.02% | +3,452 | New |
| Lion Street Advisors, LLC | 3,462 | $270.0K | 0.10% | +185+5.6% | Added |
| Cable Hill Partners, LLC | 3,482 | $271.6K | 0.03% | +3,482 | New |
| Garner Asset Management Corp | 3,496 | $273.0K | 0.13% | −60−1.7% | Reduced |
| Waldron Private Wealth LLC | 3,524 | $274.8K | 0.01% | +3,524 | New |
| Strategic Advisors LLC | 3,524 | $274.8K | 0.05% | −1,050−23.0% | Reduced |
| Cobblestone Capital Advisors LLC | 3,529 | $275.2K | 0.02% | +154+4.6% | Added |
| Bridgefront Capital, LLC | 3,539 | $276.0K | 0.12% | +3,539 | New |
| Aureus Asset Management, LLC | 3,552 | $277.0K | 0.02% | +289+8.9% | Added |
| Canal Capital Management, LLC | 3,599 | $280.7K | 0.05% | 00.0% | Unchanged |
| Hudock, Inc. | 3,603 | $281.0K | 0.05% | +400+12.5% | Added |
| Park Place Capital Corp | 3,642 | $284.0K | 0.09% | +1,062+41.2% | Added |
| Kolinsky Wealth Management, LLC | 3,652 | $284.8K | 0.20% | +3,652 | New |
| Veracity Capital LLC | 3,669 | $286.1K | 0.12% | −305−7.7% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,673 | $286.4K | 0.07% | 00.0% | Unchanged |
| HM Payson & Co | 3,709 | $289.3K | 0.01% | +14+0.4% | Added |
| Wolverine Asset Management LLC | 3,743 | $291.9K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 3,769 | $293.9K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,817 | $297.7K | 0.03% | +3,817 | New |
| Pensionmark Financial Group, LLC | 3,837 | $299.3K | 0.02% | +3,837 | New |
| First Long Island Investors, LLC | 3,841 | $299.6K | 0.03% | +3,841 | New |
| Cornell Pochily Investment Advisors, Inc. | 3,856 | $300.7K | 0.11% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,874 | $302.1K | 0.10% | +149+4.0% | Added |
| DMG Group, LLC | 3,881 | $302.7K | 0.26% | −33−0.8% | Reduced |
| Philadelphia Trust Co | 3,898 | $304.0K | 0.02% | 00.0% | Unchanged |
| Kendall Capital Management | 3,911 | $305.0K | 0.10% | −50−1.3% | Reduced |
| Princeton Global Asset Management LLC | 3,948 | $307.9K | 0.07% | +411+11.6% | Added |
| Boston Partners | 3,946 | $308.7K | 0.00% | −544−12.1% | Reduced |
| Thrive Wealth Management, LLC | 3,961 | $308.9K | 0.06% | −59−1.5% | Reduced |
| Barry Investment Advisors, LLC | 3,996 | $311.7K | 0.10% | 00.0% | Unchanged |
| Sandler Capital Management | 4,000 | $312.0K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 4,021 | $313.6K | 0.03% | +370+10.1% | Added |
| Global Financial Private Client, LLC | 4,022 | $313.7K | 0.13% | +4,014+50,175.0% | Added |
| First Financial Bank - Trust Division | 4,058 | $316.5K | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 4,126 | $321.8K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,148 | $322.0K | 0.02% | −42−1.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,131 | $322.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,156 | $324.2K | 0.01% | −2,631−38.8% | Reduced |
| Cumberland Partners Ltd | 4,165 | $324.8K | 0.02% | −1,245−23.0% | Reduced |
| Cetera Trust Company, N.A | 4,175 | $325.6K | 0.20% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 4,184 | $326.3K | 0.17% | −20.0% | Reduced |
| Warther Private Wealth, LLC | 4,198 | $327.4K | 0.13% | +4,198 | New |
| Diversified, LLC | 4,213 | $328.6K | 0.04% | +374+9.7% | Added |
| Drive Wealth Management, LLC | 4,232 | $330.1K | 0.09% | +400+10.4% | Added |
| Howard Financial Services, Ltd. | 4,240 | $330.7K | 0.05% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 4,243 | $330.9K | 0.16% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,244 | $331.0K | 0.03% | −10.0% | Reduced |
| First Horizon Advisors, Inc. | 4,278 | $333.6K | 0.01% | +2,842+197.9% | Added |
| Granite Group Advisors, LLC | 4,286 | $334.3K | 0.25% | +774+22.0% | Added |
| Great Valley Advisor Group, Inc. | 4,298 | $334.9K | 0.01% | −288−6.3% | Reduced |
| Aprio Wealth Management, LLC | 4,302 | $335.5K | 0.06% | +642+17.5% | Added |
| SevenBridge Financial Group, LLC | 4,254 | $337.1K | 0.07% | +1,370+47.5% | Added |