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 |
|---|---|---|---|---|---|
| Traveka Wealth, LLC | 6,016 | $469.2K | 0.23% | +845+16.3% | Added |
| Ambassador Advisors, LLC | 6,059 | $472.5K | 0.09% | −387−6.0% | Reduced |
| Brown Brothers Harriman & Co | 6,062 | $472.8K | 0.00% | +216+3.7% | Added |
| Haverford Trust Co | 6,078 | $474.0K | 0.00% | +31+0.5% | Added |
| Equitable Holdings, Inc. | 6,083 | $474.4K | 0.00% | +1,322+27.8% | Added |
| Wilkinson Global Asset Management LLC | 6,113 | $476.8K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6,119 | $477.2K | 0.29% | +6,119 | New |
| New England Research & Management, Inc. | 6,150 | $480.0K | 0.23% | −200−3.1% | Reduced |
| GDS Wealth Management | 6,157 | $480.2K | 0.05% | −109−1.7% | Reduced |
| Simon Quick Advisors, LLC | 6,162 | $480.6K | 0.03% | +1,560+33.9% | Added |
| EverSource Wealth Advisors, LLC | 6,117 | $484.2K | 0.03% | +800+15.0% | Added |
| Allianz Asset Management GmbH | 6,255 | $487.8K | 0.00% | +2,944+88.9% | Added |
| First Western Trust Bank | 6,273 | $489.2K | 0.02% | +42+0.7% | Added |
| Toroso Investments, LLC | 6,287 | $490.3K | 0.01% | +1,454+30.1% | Added |
| Caption Management, LLC | 6,300 | $491.3K | 0.05% | +6,300 | New |
| Significant Wealth Partners LLC | 6,360 | $496.0K | 0.28% | +1,184+22.9% | Added |
| Great Diamond Partners, LLC | 6,362 | $496.2K | 0.12% | −460−6.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 6,396 | $498.8K | 0.06% | +599+10.3% | Added |
| Prudential PLC | 6,410 | $499.9K | 0.00% | +1,610+33.5% | Added |
| First Manhattan Co | 6,425 | $501.1K | 0.00% | +10.0% | Added |
| Sage Mountain Advisors LLC | 6,490 | $506.2K | 0.05% | +473+7.9% | Added |
| Crumly & Associates Inc. | 6,501 | $507.0K | 0.15% | +63+1.0% | Added |
| Chicago Capital, LLC | 6,529 | $509.2K | 0.02% | −213−3.2% | Reduced |
| McLean Asset Management Corp | 6,550 | $509.3K | 0.16% | +319+5.1% | Added |
| Financial Counselors Inc | 6,546 | $510.5K | 0.01% | −966−12.9% | Reduced |
| Channing Global Advisors, LLC | 6,548 | $510.7K | 0.43% | −4−0.1% | Reduced |
| Jones Financial Companies LLLP | 6,550 | $510.9K | 0.00% | +4,633+241.7% | Added |
| Stratos Wealth Advisors, LLC | 6,566 | $512.1K | 0.03% | +323+5.2% | Added |
| Capital Asset Advisory Services LLC | 6,701 | $513.8K | 0.03% | +1,741+35.1% | Added |
| Bradley Foster & Sargent Inc | 6,612 | $515.7K | 0.01% | −401−5.7% | Reduced |
| Point72 Hong Kong Ltd | 6,637 | $517.6K | 0.03% | +6,637 | New |
| Archford Capital Strategies, LLC | 6,659 | $519.4K | 0.08% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 6,678 | $520.8K | 0.35% | +1,034+18.3% | Added |
| Prospector Partners LLC | 6,700 | $522.5K | 0.06% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 39,935 | $523.6K | 0.25% | +33,723+542.9% | Added |
| Koshinski Asset Management, Inc. | 6,831 | $523.7K | 0.05% | +2,189+47.2% | Added |
| Portside Wealth Group, LLC | 6,731 | $525.0K | 0.10% | +1,080+19.1% | Added |
| Baker Tilly Wealth Management, LLC | 6,760 | $527.2K | 0.22% | −3,074−31.3% | Reduced |
| Stock Yards Bank & Trust Co | 6,820 | $531.9K | 0.02% | −300−4.2% | Reduced |
| Smartleaf Asset Management LLC | 6,823 | $533.4K | 0.09% | +1,856+37.4% | Added |
| M Holdings Securities, Inc. | 6,845 | $534.0K | 0.07% | +6,845 | New |
| Spire Wealth Management | 6,919 | $539.6K | 0.02% | −155−2.2% | Reduced |
| Trust Co of Toledo NA | 6,939 | $541.2K | 0.08% | +1,133+19.5% | Added |
| AA Financial Advisors, LLC | 6,958 | $542.7K | 0.19% | −17−0.2% | Reduced |
| Banco de Sabadell, S.A | 7,024 | $545.0K | 0.40% | +219+3.2% | Added |
| Beacon Investment Advisory Services, Inc. | 7,019 | $547.4K | 0.02% | +19+0.3% | Added |
| Keel Point, LLC | 6,610 | $551.0K | 0.05% | +783+13.4% | Added |
| Moors & Cabot, Inc. | 7,070 | $551.4K | 0.03% | −1,365−16.2% | Reduced |
| Fiduciary Trust Co | 7,071 | $551.5K | 0.01% | +577+8.9% | Added |
| Fruth Investment Management | 7,098 | $553.0K | 0.15% | +52+0.7% | Added |
| Argent Trust Co | 7,136 | $556.5K | 0.02% | +618+9.5% | Added |
| Gradient Investments LLC | 7,142 | $557.0K | 0.01% | +6+0.1% | Added |
| Johnson Investment Counsel Inc | 7,144 | $557.2K | 0.01% | +709+11.0% | Added |
| GenTrust, LLC | 7,236 | $564.3K | 0.03% | +7,236 | New |
| Stevard, LLC | 7,248 | $565.3K | 0.49% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,372 | $567.2K | 0.01% | +5,975+249.3% | Added |
| LVM Capital Management Ltd | 7,300 | $569.0K | 0.06% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 8,523 | $577.2K | 0.46% | +919+12.1% | Added |
| Merit Financial Group, LLC | 7,432 | $579.6K | 0.01% | +1,222+19.7% | Added |
| Itau Unibanco Holding S.A. | 7,457 | $581.6K | 0.02% | −12,218−62.1% | Reduced |
| Fca Corp | 7,500 | $584.9K | 0.19% | 00.0% | Unchanged |
| Everpar Advisors LLC | 7,592 | $592.1K | 0.30% | −26−0.3% | Reduced |
| AE Wealth Management LLC | 7,660 | $597.4K | 0.01% | −109−1.4% | Reduced |
| Sunbelt Securities, Inc. | 7,703 | $600.8K | 0.06% | +7,289+1,760.6% | Added |
| Key Financial Inc | 7,711 | $601.3K | 0.14% | −635−7.6% | Reduced |
| NFJ Investment Group, LLC | 7,770 | $606.0K | 0.02% | −4,307−35.7% | Reduced |
| Flagship Harbor Advisors, LLC | 7,913 | $617.1K | 0.04% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 7,923 | $617.9K | 0.00% | −2,789−26.0% | Reduced |
| Mission Wealth Management, LP | 7,961 | $620.9K | 0.02% | +1,337+20.2% | Added |
| Accurate Wealth Management, LLC | 7,964 | $622.1K | 0.15% | +64+0.8% | Added |
| Ar Asset Management Inc | 8,000 | $624.0K | 0.15% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 8,033 | $626.5K | 0.22% | −568−6.6% | Reduced |
| Garrison Asset Management, LLC | 8,070 | $629.4K | 0.33% | −20−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,154 | $636.1K | 0.01% | −2,863−26.0% | Reduced |
| Five Oceans Advisors | 8,157 | $636.2K | 0.33% | +1,192+17.1% | Added |
| Beverly Hills Private Wealth, LLC | 8,218 | $641.0K | 0.14% | −722−8.1% | Reduced |
| Old National Bancorp | 8,266 | $644.7K | 0.02% | −1,539−15.7% | Reduced |
| 180 Wealth Advisors, LLC | 8,311 | $647.8K | 0.11% | +20+0.2% | Added |
| Quantitative Investment Management, LLC | 8,321 | $648.0K | 0.07% | −63,184−88.4% | Reduced |
| First City Capital Management, Inc. | 8,313 | $648.3K | 0.36% | −1,873−18.4% | Reduced |
| Coastline Trust Co | 8,320 | $648.9K | 0.08% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 8,325 | $649.3K | 0.02% | +711+9.3% | Added |
| Insigneo Advisory Services, LLC | 8,223 | $652.3K | 0.07% | −1,398−14.5% | Reduced |
| Cooper Financial Group | 8,365 | $652.4K | 0.10% | +998+13.5% | Added |
| SpiderRock Advisors, LLC | 8,397 | $654.9K | 0.02% | −14,484−63.3% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 8,496 | $662.6K | 0.14% | +52+0.6% | Added |
| Bray Capital Advisors | 8,500 | $662.9K | 0.17% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 8,574 | $668.7K | 0.23% | −258−2.9% | Reduced |
| Lindbrook Capital, LLC | 8,581 | $669.2K | 0.06% | +576+7.2% | Added |
| Central Trust Co | 8,587 | $669.7K | 0.02% | −250−2.8% | Reduced |
| Summit Trail Advisors, LLC | 8,597 | $670.5K | 0.02% | +2,159+33.5% | Added |
| Advisors Capital Management, LLC | 8,617 | $672.0K | 0.01% | −31−0.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,631 | $673.1K | 0.03% | +623+7.8% | Added |
| Harbour Investments, Inc. | 8,645 | $674.4K | 0.02% | +1,060+14.0% | Added |
| Warren Averett Asset Management, LLC | 8,671 | $676.3K | 0.01% | +710+8.9% | Added |
| Columbia Asset Management | 8,694 | $678.0K | 0.13% | −400−4.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,796 | $686.0K | 0.02% | +8,796 | New |
| Heritage Wealth Management, Inc. | 8,900 | $688.3K | 0.23% | +8,900 | New |
| HBK Sorce Advisory LLC | 8,828 | $688.5K | 0.02% | +330+3.9% | Added |
| Marcum Wealth, LLC | 8,875 | $692.2K | 0.07% | −488−5.2% | Reduced |