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 |
|---|---|---|---|---|---|
| Legal Advantage Investments, Inc. | 4,350 | $339.3K | 0.20% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 4,350 | $339.3K | 0.15% | +562+14.8% | Added |
| Astoria Portfolio Advisors LLC. | 4,371 | $340.9K | 0.12% | −18−0.4% | Reduced |
| American Trust | 4,387 | $342.1K | 0.03% | +957+27.9% | Added |
| Brighton Jones LLC | 4,402 | $343.3K | 0.01% | −127−2.8% | Reduced |
| Diversify Wealth Management, LLC | 4,332 | $343.7K | 0.04% | +4,332 | New |
| Wealthspire Advisors, LLC | 4,409 | $343.9K | 0.00% | −526−10.7% | Reduced |
| Guardian Wealth Management, Inc. | 4,448 | $346.9K | 0.27% | −25−0.6% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,519 | $352.4K | 0.17% | +1,406+45.2% | Added |
| Capital Investment Advisory Services, LLC | 4,545 | $354.5K | 0.04% | +49+1.1% | Added |
| GAMMA Investing LLC | 4,546 | $354.5K | 0.05% | +987+27.7% | Added |
| Full Sail Capital, LLC | 4,573 | $356.6K | 0.02% | +49+1.1% | Added |
| Angeles Investment Advisors, LLC | 4,590 | $358.0K | 0.02% | +4,590 | New |
| New Century Financial Group, LLC | 4,600 | $358.8K | 0.15% | −552−10.7% | Reduced |
| Norinchukin Bank, The | 4,605 | $359.1K | 0.01% | −111−2.4% | Reduced |
| Abel Hall, LLC | 4,613 | $359.8K | 0.25% | +777+20.3% | Added |
| Atlantic Union Bankshares Corp | 4,616 | $360.0K | 0.02% | +4,616 | New |
| JGP Global Gestao de Recursos Ltda. | 4,631 | $361.2K | 0.46% | −55−1.2% | Reduced |
| Willner & Heller, LLC | 4,635 | $361.5K | 0.35% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,642 | $362.1K | 0.02% | +468+11.2% | Added |
| Optivise Advisory Services LLC | 4,645 | $362.3K | 0.20% | +4,645 | New |
| Strategic Investment Solutions, Inc. | 4,577 | $362.3K | 0.12% | +4,577 | New |
| Roberts Glore & Co Inc | 4,646 | $362.3K | 0.11% | −133−2.8% | Reduced |
| Baldwin Investment Management, LLC | 4,656 | $363.1K | 0.05% | −100−2.1% | Reduced |
| Redwood Investment Management, LLC | 4,662 | $364.0K | 0.03% | +37+0.8% | Added |
| Keudell/Morrison Wealth Management | 4,674 | $364.6K | 0.11% | +3+0.1% | Added |
| Hexagon Capital Partners LLC | 4,691 | $365.9K | 0.08% | +1,447+44.6% | Added |
| Advisors Management Group Inc | 4,696 | $366.0K | 0.09% | 00.0% | Unchanged |
| Capital Advisors Inc | 4,723 | $368.3K | 0.01% | +4,723 | New |
| Baader Bank INC | 4,794 | $369.6K | 0.03% | +4,794 | New |
| Joel Isaacson & Co., LLC | 4,753 | $370.7K | 0.02% | −875−15.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,832 | $376.9K | 0.01% | +219+4.7% | Added |
| GM Advisory Group, Inc. | 4,845 | $377.9K | 0.02% | −75−1.5% | Reduced |
| Gsa Capital Partners LLP | 4,871 | $380.0K | 0.03% | +4,871 | New |
| Gateway Investment Advisers LLC | 4,883 | $380.8K | 0.00% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 4,887 | $381.1K | 0.03% | −315−6.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,931 | $384.6K | 0.15% | 00.0% | Unchanged |
| Norden Group LLC | 4,932 | $384.7K | 0.08% | +1,175+31.3% | Added |
| McKinley Carter Wealth Services, Inc. | 4,938 | $385.1K | 0.02% | −247−4.8% | Reduced |
| Independent Financial Group, LLC | 4,952 | $386.2K | 0.02% | +103+2.1% | Added |
| Focus Financial Network, Inc. | 4,854 | $387.1K | 0.02% | +28+0.6% | Added |
| E Fund Management Co., Ltd. | 4,978 | $388.2K | 0.02% | +107+2.2% | Added |
| American National Bank | 4,991 | $389.2K | 0.05% | +162+3.4% | Added |
| Quattro Financial Advisors LLC | 5,000 | $389.9K | 0.10% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 30,364 | $390.0K | 0.00% | +30,364 | New |
| Noesis Capital Mangement Corp | 5,009 | $390.7K | 0.09% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 5,045 | $393.4K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 5,081 | $396.3K | 0.03% | +810+19.0% | Added |
| Covenant Asset Management, LLC | 5,083 | $396.4K | 0.09% | −212−4.0% | Reduced |
| Nations Financial Group Inc, | 5,101 | $397.9K | 0.03% | +50+1.0% | Added |
| FRG Family Wealth Advisors LLC | 5,050 | $400.2K | 0.08% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 5,134 | $400.4K | 0.21% | −297−5.5% | Reduced |
| Grimes & Company, Inc. | 5,158 | $402.3K | 0.01% | −68−1.3% | Reduced |
| Wrapmanager Inc | 5,166 | $402.9K | 0.11% | +5,166 | New |
| Atlas Capital Advisors LLC | 5,209 | $406.3K | 0.05% | −497−8.7% | Reduced |
| Scientech Research LLC | 5,223 | $407.3K | 0.08% | +5,223 | New |
| Choate Investment Advisors | 5,263 | $410.5K | 0.01% | −100−1.9% | Reduced |
| Diversified Trust Co | 5,330 | $415.7K | 0.01% | +987+22.7% | Added |
| Institute for Wealth Management, LLC. | 5,443 | $424.5K | 0.06% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 5,444 | $424.6K | 0.00% | +296+5.7% | Added |
| Sigma Planning Corp | 5,447 | $424.8K | 0.01% | −2,091−27.7% | Reduced |
| Essex Savings Bank | 5,448 | $424.9K | 0.11% | +5,448 | New |
| Pointe Capital Management LLC | 5,454 | $425.4K | 0.26% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 5,455 | $425.4K | 0.00% | +55+1.0% | Added |
| Baron Wealth Management LLC | 5,465 | $426.2K | 0.22% | −422−7.2% | Reduced |
| First Affirmative Financial Network | 5,492 | $428.3K | 0.30% | +854+18.4% | Added |
| Monetary Management Group Inc | 5,500 | $428.9K | 0.11% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,501 | $429.0K | 0.05% | +1,436+35.3% | Added |
| J.W. Cole Advisors, Inc. | 5,554 | $433.2K | 0.02% | −618−10.0% | Reduced |
| Quotient Wealth Partners, LLC | 5,561 | $433.7K | 0.02% | +2,246+67.8% | Added |
| Wealth Dimensions Group, Ltd. | 5,576 | $434.9K | 0.12% | −37−0.7% | Reduced |
| Spinnaker Investment Group, LLC | 5,580 | $435.2K | 0.12% | 00.0% | Unchanged |
| Henshaw Capital LLC | 5,590 | $436.0K | 0.02% | +150+2.8% | Added |
| Farther Finance Advisors, LLC | 5,609 | $437.2K | 0.02% | +1,741+45.0% | Added |
| Summit Financial, LLC | 5,616 | $438.0K | 0.02% | +5,616 | New |
| Advisor OS, LLC | 5,617 | $438.1K | 0.05% | +226+4.2% | Added |
| Glenview Trust Co | 5,652 | $440.8K | 0.01% | +997+21.4% | Added |
| Optas, LLC | 5,693 | $444.0K | 0.11% | +1,345+30.9% | Added |
| GPS Wealth Strategies Group, LLC | 5,718 | $445.9K | 0.07% | +185+3.3% | Added |
| IFP Advisors, Inc | 5,726 | $446.6K | 0.02% | +1,066+22.9% | Added |
| Northstar Group, Inc. | 5,741 | $447.7K | 0.08% | 00.0% | Unchanged |
| XML Financial, LLC | 5,748 | $448.3K | 0.05% | −200−3.4% | Reduced |
| Canopy Partners, LLC | 5,759 | $449.1K | 0.21% | +996+20.9% | Added |
| Pine Valley Investments Ltd Liability Co | 5,804 | $452.6K | 0.03% | −178−3.0% | Reduced |
| Connecticut Wealth Management, LLC | 5,812 | $453.3K | 0.02% | −117−2.0% | Reduced |
| Holistic Financial Partners | 5,831 | $454.8K | 0.23% | −570−8.9% | Reduced |
| KCM Investment Advisors LLC | 5,843 | $455.7K | 0.02% | −1,175−16.7% | Reduced |
| Daymark Wealth Partners, LLC | 5,849 | $456.2K | 0.02% | +372+6.8% | Added |
| Wealthcare Advisory Partners LLC | 5,858 | $456.9K | 0.01% | −278−4.5% | Reduced |
| West Michigan Advisors, LLC | 5,869 | $457.7K | 0.15% | −82−1.4% | Reduced |
| Axq Capital, LP | 5,884 | $458.9K | 0.11% | +5,884 | New |
| Community Bank & Trust, Waco, Texas | 5,890 | $459.0K | 0.11% | +162+2.8% | Added |
| Hilltop National Bank | 5,896 | $459.8K | 0.15% | +48+0.8% | Added |
| Clean Yield Group | 5,900 | $460.1K | 0.17% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 5,910 | $460.9K | 0.02% | +2,656+81.6% | Added |
| Williams Jones Wealth Management, LLC. | 5,950 | $464.0K | 0.01% | +129+2.2% | Added |
| FSM Wealth Advisors, LLC | 5,950 | $464.1K | 0.16% | −160−2.6% | Reduced |
| Crestwood Advisors Group LLC | 5,959 | $464.7K | 0.01% | +477+8.7% | Added |
| Aspen Grove Capital, LLC | 5,987 | $466.9K | 0.11% | +648+12.1% | Added |
| Marex Group plc | 6,000 | $467.9K | 0.01% | +6,000 | New |