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 | 1,388 | $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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 13,277 | $1.04M | 0.31% | +116+0.9% | Added |
| Benjamin Edwards Inc | 13,334 | $1.04M | 0.20% | −1,534−10.3% | Reduced |
| Boston Private Wealth LLC | 13,444 | $1.05M | 0.03% | +228+1.7% | Added |
| Rathbone Brothers plc | 13,478 | $1.05M | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 13,533 | $1.06M | 1.52% | +278+2.1% | Added |
| Ameritas Advisory Services, LLC | 13,572 | $1.06M | 0.04% | +1,672+14.1% | Added |
| Exchange Traded Concepts, LLC | 13,652 | $1.06M | 0.03% | +13,652 | New |
| AQR Capital Management LLC | 13,685 | $1.07M | 0.00% | +7,241+112.4% | Added |
| XTX Topco Ltd | 13,779 | $1.07M | 0.09% | +13,779 | New |
| Aaron Wealth Advisors | 13,803 | $1.08M | 0.15% | +2,161+18.6% | Added |
| Davenport & Co LLC | 13,811 | $1.08M | 0.01% | +1,377+11.1% | Added |
| Dynamic Advisor Solutions LLC | 13,816 | $1.08M | 0.03% | +4,535+48.9% | Added |
| Covenant Partners, LLC | 13,924 | $1.09M | 0.33% | +2,187+18.6% | Added |
| 9258 Wealth Management, LLC | 13,928 | $1.09M | 0.17% | +1,508+12.1% | Added |
| Marietta Investment Partners LLC | 13,940 | $1.09M | 0.24% | −10−0.1% | Reduced |
| IHT Wealth Management, LLC | 13,947 | $1.09M | 0.04% | −68−0.5% | Reduced |
| Jarislowsky, Fraser Ltd | 14,119 | $1.10M | 0.01% | +36+0.3% | Added |
| Stratos Wealth Partners, LTD. | 14,141 | $1.10M | 0.02% | −454−3.1% | Reduced |
| Brown Advisory Inc | 14,143 | $1.10M | 0.00% | +4,950+53.8% | Added |
| Kingsview Wealth Management, LLC | 14,212 | $1.11M | 0.03% | +39+0.3% | Added |
| Cyndeo Wealth Partners, LLC | 14,310 | $1.12M | 0.09% | +795+5.9% | Added |
| Cantor Fitzgerald, L. P. | 14,524 | $1.13M | 0.23% | +14,524 | New |
| De Burlo Group Inc | 14,706 | $1.15M | 0.15% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,723 | $1.15M | 0.04% | +984+7.2% | Added |
| Geneos Wealth Management Inc. | 14,728 | $1.15M | 0.05% | −194−1.3% | Reduced |
| Financial Advocates Investment Management | 14,762 | $1.15M | 0.07% | +2,178+17.3% | Added |
| McKinley Capital Management LLC /Delaware | 14,825 | $1.16M | 0.20% | −1,346−8.3% | Reduced |
| UniSuper Management Pty Ltd | 14,897 | $1.16M | 0.01% | +14,897 | New |
| Stonegate Investment Group, LLC | 14,925 | $1.16M | 0.03% | +784+5.5% | Added |
| Hanson & Doremus Investment Management | 14,983 | $1.17M | 0.20% | 00.0% | Unchanged |
| Westport Asset Management Inc | 15,000 | $1.17M | 0.59% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 15,548 | $1.19M | 0.07% | +3,121+25.1% | Added |
| Global Retirement Partners, LLC | 15,370 | $1.20M | 0.04% | +1,910+14.2% | Added |
| PEAK6 Investments LLC | 15,500 | $1.21M | 0.06% | +8,497+121.3% | Added |
| Toronto Dominion Bank | 15,521 | $1.21M | 0.00% | −2,972−16.1% | Reduced |
| VELA Investment Management, LLC | 15,533 | $1.21M | 0.43% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 15,556 | $1.21M | 0.05% | +66+0.4% | Added |
| Apollon Wealth Management, LLC | 15,575 | $1.21M | 0.04% | −100−0.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,621 | $1.22M | 0.05% | +15,621 | New |
| Canandaigua National Bank & Trust Co | 15,740 | $1.23M | 0.13% | −291−1.8% | Reduced |
| Leavell Investment Management, Inc. | 15,760 | $1.23M | 0.07% | +1,591+11.2% | Added |
| Investors Asset Management of Georgia Inc | 15,840 | $1.24M | 0.60% | −50−0.3% | Reduced |
| Iams Wealth Management, LLC | 15,890 | $1.24M | 0.68% | +15,890 | New |
| Altfest L J & Co Inc | 15,924 | $1.24M | 0.17% | −8,665−35.2% | Reduced |
| Smith, Salley & Associates | 15,996 | $1.25M | 0.09% | +168+1.1% | Added |
| Fifth Third Bancorp | 16,028 | $1.25M | 0.00% | −687−4.1% | Reduced |
| Valeo Financial Advisors, LLC | 16,130 | $1.26M | 0.04% | +71+0.4% | Added |
| TLWM | 16,377 | $1.28M | 0.27% | +274+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 16,435 | $1.28M | 0.00% | +5,939+56.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,453 | $1.28M | 0.53% | −1,750−9.6% | Reduced |
| Fidelis Capital Partners, LLC | 16,013 | $1.29M | 0.18% | +4,932+44.5% | Added |
| Oppenheimer & Co Inc | 16,565 | $1.29M | 0.02% | −1,703−9.3% | Reduced |
| Geller Advisors LLC | 16,603 | $1.29M | 0.10% | +798+5.0% | Added |
| We Are One Seven, LLC | 16,614 | $1.30M | 0.06% | +1,607+10.7% | Added |
| Ameritas Investment Partners, Inc. | 16,889 | $1.32M | 0.05% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.32M | 0.42% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 17,052 | $1.33M | 0.01% | +732+4.5% | Added |
| Malaga Cove Capital, LLC | 17,150 | $1.34M | 0.54% | −179−1.0% | Reduced |
| Vise Technologies, Inc. | 17,217 | $1.34M | 0.24% | +3,375+24.4% | Added |
| Carnegie Capital Asset Management, LLC | 17,269 | $1.35M | 0.04% | +138+0.8% | Added |
| Wealth Alliance | 17,440 | $1.36M | 0.18% | +975+5.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 17,455 | $1.36M | 0.05% | −793−4.3% | Reduced |
| SeaCrest Wealth Management, LLC | 17,514 | $1.37M | 0.16% | +160+0.9% | Added |
| Banco Santander, S.A. | 17,570 | $1.37M | 0.02% | +4,770+37.3% | Added |
| Harvest Fund Management Co., Ltd | 17,620 | $1.37M | 0.10% | +474+2.8% | Added |
| Burney Co | 17,741 | $1.38M | 0.05% | −455−2.5% | Reduced |
| Fragasso Group Inc. | 17,789 | $1.39M | 0.11% | +102+0.6% | Added |
| Kestra Private Wealth Services, LLC | 17,817 | $1.39M | 0.03% | +894+5.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 17,852 | $1.39M | 0.55% | +1,395+8.5% | Added |
| Oarsman Capital, Inc. | 17,988 | $1.40M | 0.31% | +3,944+28.1% | Added |
| Dakota Wealth Management | 18,080 | $1.41M | 0.03% | +3,013+20.0% | Added |
| Commerce Bank | 18,282 | $1.43M | 0.01% | −559−3.0% | Reduced |
| National Asset Management, Inc. | 18,327 | $1.43M | 0.04% | −5,177−22.0% | Reduced |
| Engineers Gate Manager LP | 18,604 | $1.45M | 0.03% | +18,604 | New |
| Coppell Advisory Solutions LLC | 18,702 | $1.46M | 0.24% | +18,702 | New |
| Syon Capital LLC | 18,775 | $1.46M | 0.13% | +978+5.5% | Added |
| Sound View Wealth Advisors Group, LLC | 18,847 | $1.47M | 0.15% | −566−2.9% | Reduced |
| Koa Wealth Management, LLC | 18,980 | $1.48M | 1.25% | −266−1.4% | Reduced |
| Perigon Wealth Management, LLC | 19,069 | $1.49M | 0.04% | +274+1.5% | Added |
| LVW Advisors, LLC | 19,074 | $1.49M | 0.22% | +424+2.3% | Added |
| MAI Capital Management | 19,081 | $1.49M | 0.01% | +2,176+12.9% | Added |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.49M | 0.19% | 00.0% | Unchanged |
| Channel Wealth LLC | 19,143 | $1.49M | 0.54% | −44,464−69.9% | Reduced |
| F/M Investments LLC | 19,408 | $1.51M | 0.05% | +19,408 | New |
| Goodman Advisory Group, LLC | 19,484 | $1.52M | 0.45% | +19,484 | New |
| Eqis Capital Management, Inc. | 19,489 | $1.52M | 0.12% | +12,759+189.6% | Added |
| Vista Investment Management | 19,602 | $1.53M | 0.62% | +1,013+5.4% | Added |
| Edmp, Inc. | 20,140 | $1.54M | 1.40% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 19,852 | $1.55M | 0.22% | +904+4.8% | Added |
| Lido Advisors, LLC | 20,075 | $1.57M | 0.01% | +5,725+39.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,176 | $1.57M | 0.09% | +20,176 | New |
| Evergreen Capital Management LLC | 20,231 | $1.58M | 0.06% | +1,270+6.7% | Added |
| Braun Stacey Associates Inc | 20,325 | $1.59M | 0.06% | −47,503−70.0% | Reduced |
| Checchi Capital Advisers, LLC | 20,463 | $1.60M | 0.13% | +169+0.8% | Added |
| Parallel Advisors, LLC | 20,753 | $1.62M | 0.04% | +1,983+10.6% | Added |
| Clear Street Markets LLC | 70,796 | $1.63M | 0.63% | +69,428+5,075.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,881 | $1.63M | 0.27% | +1,446+7.4% | Added |
| Columbus Macro, LLC | 20,947 | $1.63M | 0.63% | −754−3.5% | Reduced |
| Proequities, Inc. | 21,043 | $1.64M | 0.10% | +1,308+6.6% | Added |
| Personal Cfo Solutions, LLC | 21,046 | $1.64M | 0.25% | +5,813+38.2% | Added |