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 |
|---|---|---|---|---|---|
| Grandfield & Dodd, LLC | 8,881 | $692.6K | 0.04% | −331−3.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,987 | $700.9K | 0.01% | +961+12.0% | Added |
| Liberty One Investment Management, LLC | 9,010 | $703.0K | 0.08% | +9,010 | New |
| Legacy Capital Wealth Partners, LLC | 9,028 | $704.1K | 0.18% | +9,028 | New |
| Zions Bancorporation, N.A. | 9,060 | $706.6K | 0.06% | +7,301+415.1% | Added |
| Concurrent Investment Advisors, LLC | 9,088 | $708.8K | 0.02% | +5,590+159.8% | Added |
| Heritage Wealth Management, LLC | 9,101 | $709.8K | 0.39% | +9,101 | New |
| Heritage Family Offices, LLP | 9,101 | $709.8K | 0.39% | +9,101 | New |
| Fulton Bank, N.A. | 9,118 | $711.1K | 0.03% | +699+8.3% | Added |
| Principal Street Partners, LLC | 9,148 | $713.4K | 0.13% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 9,249 | $721.3K | 0.10% | +1,714+22.7% | Added |
| STF Management LP | 9,254 | $721.7K | 0.30% | −441−4.5% | Reduced |
| Strategic Global Advisors, LLC | 4,954 | $722.8K | 0.15% | −4,544−47.8% | Reduced |
| Legacy Financial Advisors, Inc. | 9,323 | $727.1K | 0.13% | +601+6.9% | Added |
| Oakworth Capital, Inc. | 9,399 | $733.0K | 0.05% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 9,430 | $735.4K | 0.02% | +9,430 | New |
| Rakuten Investment Management, Inc. | 9,561 | $747.5K | 0.00% | +3,977+71.2% | Added |
| Howland Capital Management LLC | 9,590 | $747.9K | 0.04% | −1,684−14.9% | Reduced |
| 1620 Investment Advisors, Inc. | 9,680 | $755.0K | 0.58% | +187+2.0% | Added |
| Icon Wealth Advisors, LLC | 9,562 | $756.8K | 0.07% | +4,909+105.5% | Added |
| Courier Capital LLC | 9,717 | $757.8K | 0.06% | 00.0% | Unchanged |
| Wedmont Private Capital | 9,625 | $762.7K | 0.05% | +674+7.5% | Added |
| Frank, Rimerman Advisors LLC | 9,794 | $763.8K | 0.05% | +9,756+25,673.7% | Added |
| Rehmann Capital Advisory Group | 9,852 | $768.4K | 0.06% | +1,594+19.3% | Added |
| Jacobi Capital Management LLC | 9,961 | $776.8K | 0.07% | −198−1.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,966 | $777.8K | 0.02% | −441−4.2% | Reduced |
| Parnassus Investments | 10,012 | $780.8K | 0.00% | +401+4.2% | Added |
| GTS Securities LLC | 10,016 | $781.1K | 0.02% | −59,685−85.6% | Reduced |
| SYSTM Wealth Solutions LLC | 10,095 | $787.3K | 0.18% | −5,157−33.8% | Reduced |
| Affinity Wealth Management LLC | 10,097 | $787.5K | 0.14% | 00.0% | Unchanged |
| Eagle Strategies LLC | 10,210 | $796.3K | 0.15% | +10,210 | New |
| Callan Capital, LLC | 10,358 | $807.8K | 0.07% | +5,277+103.9% | Added |
| Bridgewater Advisors Inc. | 10,314 | $809.9K | 0.10% | +10,314 | New |
| Hartford Funds Management Co LLC | 10,389 | $810.2K | 0.08% | +949+10.1% | Added |
| Bank of Hawaii | 10,423 | $812.9K | 0.04% | −342−3.2% | Reduced |
| Aries Wealth Management | 10,470 | $816.6K | 0.26% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 10,514 | $817.5K | 0.86% | −199−1.9% | Reduced |
| Clearstead Advisors, LLC | 10,497 | $818.7K | 0.01% | +9,167+689.2% | Added |
| Siemens Fonds Invest GmbH | 10,559 | $823.5K | 0.06% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 10,565 | $824.0K | 0.04% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 10,567 | $824.1K | 0.12% | +1,325+14.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $828.3K | 0.25% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 10,696 | $834.2K | 0.16% | +2,073+24.0% | Added |
| Allworth Financial LP | 10,670 | $839.9K | 0.01% | +412+4.0% | Added |
| Hancock Whitney Corp | 10,801 | $842.4K | 0.03% | +1,553+16.8% | Added |
| WESPAC Advisors, LLC | 10,842 | $845.6K | 0.66% | −4,504−29.3% | Reduced |
| TD Waterhouse Canada Inc. | 10,871 | $848.5K | 0.01% | +315+3.0% | Added |
| Sittner & Nelson, LLC | 10,975 | $855.9K | 0.42% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 10,992 | $857.0K | 0.15% | +73+0.7% | Added |
| Lake Street Advisors Group, LLC | 10,989 | $857.0K | 0.04% | −188−1.7% | Reduced |
| Point72 Europe (London) LLP | 10,995 | $857.5K | 0.07% | +10,995 | New |
| Proficio Capital Partners LLC | 11,014 | $859.0K | 0.09% | −100−0.9% | Reduced |
| Grove Bank & Trust | 11,021 | $859.5K | 0.14% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11,037 | $860.8K | 0.02% | +1,293+13.3% | Added |
| Westover Capital Advisors, LLC | 11,187 | $872.5K | 0.22% | +2,620+30.6% | Added |
| Alera Investment Advisors, LLC | 11,232 | $876.0K | 0.11% | −3,053−21.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,240 | $876.8K | 0.01% | +2,573+29.7% | Added |
| Forum Financial Management, LP | 11,372 | $886.9K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 11,383 | $887.8K | 0.09% | +713+6.7% | Added |
| Essex Financial Services, Inc. | 10,847 | $887.9K | 0.07% | +4,110+61.0% | Added |
| Wexford Capital LP | 11,464 | $894.1K | 0.23% | −64,326−84.9% | Reduced |
| Acadian Asset Management LLC | 11,525 | $897.0K | 0.00% | −808−6.6% | Reduced |
| Guerra Pan Advisors, LLC | 11,529 | $899.1K | 0.75% | +358+3.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 11,548 | $900.6K | 0.26% | −1,629−12.4% | Reduced |
| Arete Wealth Advisors, LLC | 11,620 | $906.0K | 0.07% | +630+5.7% | Added |
| Stockman Wealth Management, Inc. | 11,728 | $914.7K | 0.16% | −1,000−7.9% | Reduced |
| CWM, LLC | 11,843 | $924.0K | 0.00% | +3,094+35.4% | Added |
| Sage Rhino Capital LLC | 11,875 | $926.1K | 0.22% | +247+2.1% | Added |
| Voya Financial Advisors, Inc. | 11,859 | $927.1K | 0.10% | −164−1.4% | Reduced |
| Empire Financial Management Company, LLC | 12,000 | $935.9K | 0.31% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12,008 | $936.5K | 0.03% | −1,384−10.3% | Reduced |
| Moser Wealth Advisors, LLC | 12,045 | $939.4K | 0.51% | −300−2.4% | Reduced |
| Venture Visionary Partners LLC | 12,052 | $940.0K | 0.04% | +182+1.5% | Added |
| Confluence Wealth Services, Inc. | 12,068 | $941.2K | 0.08% | −912−7.0% | Reduced |
| Calamos Advisors LLC | 12,069 | $941.3K | 0.00% | −77−0.6% | Reduced |
| Horizon Investments, LLC | 12,147 | $941.5K | 0.03% | +613+5.3% | Added |
| Flaharty Asset Management, LLC | 12,099 | $943.6K | 0.14% | 00.0% | Unchanged |
| Inscription Capital, LLC | 12,339 | $962.3K | 0.15% | −945−7.1% | Reduced |
| Sanders Morris Harris LLC | 12,372 | $964.9K | 0.16% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 12,445 | $970.6K | 0.18% | −1,147−8.4% | Reduced |
| RB Capital Management, LLC | 12,454 | $971.3K | 0.25% | +235+1.9% | Added |
| Umb Bank N A | 12,458 | $971.6K | 0.02% | +762+6.5% | Added |
| Avestar Capital, LLC | 12,518 | $976.3K | 0.11% | +7,041+128.6% | Added |
| FDx Advisors, Inc. | 12,562 | $980.0K | 0.27% | −6,044−32.5% | Reduced |
| Mutual Advisors, LLC | 12,524 | $981.4K | 0.03% | +1,177+10.4% | Added |
| Hohimer Wealth Management, LLC | 12,631 | $985.1K | 0.23% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 12,666 | $987.8K | 0.09% | +684+5.7% | Added |
| Advocate Group LLC | 12,717 | $991.8K | 0.20% | 00.0% | Unchanged |
| Verition Fund Management LLC | 12,741 | $993.7K | 0.01% | +53+0.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 12,788 | $997.3K | 0.00% | +2,827+28.4% | Added |
| Huntington National Bank | 12,877 | $1.00M | 0.01% | +4,065+46.1% | Added |
| Intrust Bank NA | 12,908 | $1.01M | 0.11% | +1,013+8.5% | Added |
| Riverview Capital Advisers, LLC | 12,957 | $1.01M | 0.34% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,970 | $1.01M | 0.02% | −436−3.3% | Reduced |
| Cullinan Associates Inc | 13,026 | $1.02M | 0.06% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 13,152 | $1.03M | 0.54% | −110−0.8% | Reduced |
| Driehaus Capital Management LLC | 13,155 | $1.03M | 0.01% | +5,377+69.1% | Added |
| Clarius Group, LLC | 13,170 | $1.03M | 0.07% | −2,486−15.9% | Reduced |
| Marotta Asset Management | 13,185 | $1.03M | 0.21% | +376+2.9% | Added |
| Texas Yale Capital Corp. | 13,178 | $1.03M | 0.05% | 00.0% | Unchanged |