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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 94,012 | $7.33M | 0.08% | +933+1.0% | Added |
| Tower Research Capital LLC (TRC) | 93,621 | $7.30M | 0.12% | +75,793+425.1% | Added |
| Strategic Wealth Partners, Ltd. | 93,373 | $7.28M | 0.76% | +4,158+4.7% | Added |
| Trexquant Investment LP | 90,881 | $7.09M | 0.11% | +90,881 | New |
| Nomura Asset Management Co Ltd | 90,584 | $7.06M | 0.02% | +474+0.5% | Added |
| FourThought Financial Partners, LLC | 88,858 | $6.93M | 0.89% | +115+0.1% | Added |
| Oppenheimer Asset Management Inc. | 88,619 | $6.91M | 0.09% | +1,203+1.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 88,222 | $6.88M | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 87,610 | $6.83M | 0.02% | +54,257+162.7% | Added |
| Northwestern Mutual Wealth Management Co | 86,163 | $6.72M | 0.01% | +1,737+2.1% | Added |
| WealthPlan Investment Management, LLC | 85,555 | $6.67M | 1.01% | −12,778−13.0% | Reduced |
| JustInvest LLC | 93,467 | $6.59M | 0.13% | +31,893+51.8% | Added |
| James Investment Research Inc | 83,616 | $6.52M | 0.78% | −11,222−11.8% | Reduced |
| Phoenix Holdings Ltd. | 83,230 | $6.50M | 0.10% | −10,581−11.3% | Reduced |
| DekaBank Deutsche Girozentrale | 81,669 | $6.39M | 0.01% | +69+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 80,430 | $6.27M | 0.65% | −3,932−4.7% | Reduced |
| SAL Trading, LLC | 78,702 | $6.14M | 11.34% | +48,800+163.2% | Added |
| Transcend Wealth Collective, LLC | 77,912 | $6.08M | 0.44% | +56,397+262.1% | Added |
| Laurion Capital Management LP | 77,879 | $6.07M | 0.20% | +77,879 | New |
| TCG Advisory Services, LLC | 77,439 | $6.04M | 0.29% | +14,237+22.5% | Added |
| Wetherby Asset Management Inc | 75,235 | $5.87M | 0.28% | +2,258+3.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 74,716 | $5.83M | 0.00% | −4,157−5.3% | Reduced |
| Valicenti Advisory Services Inc | 74,533 | $5.81M | 1.56% | −3,190−4.1% | Reduced |
| Motco | 74,434 | $5.81M | 0.34% | −2,098−2.7% | Reduced |
| Wesbanco Bank Inc | 73,499 | $5.73M | 0.21% | −484−0.7% | Reduced |
| Gabelli Funds LLC | 73,200 | $5.71M | 0.04% | −15,997−17.9% | Reduced |
| GLOBALT Investments LLC | 72,232 | $5.63M | 0.23% | −1,035−1.4% | Reduced |
| Shelton Capital Management | 70,761 | $5.52M | 0.15% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 70,130 | $5.47M | 0.82% | +6,968+11.0% | Added |
| Simplicity Wealth,LLC | 69,601 | $5.43M | 0.12% | +5,894+9.3% | Added |
| Park Avenue Securities LLC | 69,390 | $5.41M | 0.07% | +16,161+30.4% | Added |
| Synovus Financial Corp | 68,867 | $5.37M | 0.07% | −1,083−1.5% | Reduced |
| Henry James International Management, Inc. | 67,593 | $5.27M | 1.87% | +17,204+34.1% | Added |
| Mediolanum International Funds Ltd | 71,108 | $5.19M | 0.09% | +71,108 | New |
| Terry L. Blaker | 66,359 | $5.18M | 0.21% | +5,500+9.0% | Added |
| Ritholtz Wealth Management | 66,235 | $5.17M | 0.17% | +7,478+12.7% | Added |
| 1832 Asset Management L.P. | 65,772 | $5.13M | 0.01% | +4,280+7.0% | Added |
| Gluskin Sheff & Assoc Inc | 32,840 | $5.13M | 0.58% | +3,000+10.1% | Added |
| Private Advisor Group, LLC | 65,105 | $5.08M | 0.03% | +4,555+7.5% | Added |
| South State Corp. | 63,722 | $4.97M | 0.36% | −267−0.4% | Reduced |
| Bleakley Financial Group, LLC | 63,674 | $4.97M | 0.14% | +2,817+4.6% | Added |
| Lighthouse Investment Partners, LLC | 63,661 | $4.96M | 0.28% | +63,661 | New |
| Ingalls & Snyder LLC | 63,049 | $4.92M | 0.21% | −941−1.5% | Reduced |
| Timber Creek Capital Management LLC | 62,774 | $4.90M | 1.48% | −11,933−16.0% | Reduced |
| Stanley-Laman Group, Ltd. | 62,329 | $4.86M | 0.70% | +2,675+4.5% | Added |
| Azzad Asset Management Inc | 61,795 | $4.82M | 0.57% | −456−0.7% | Reduced |
| Goelzer Investment Management, Inc. | 60,942 | $4.75M | 0.27% | −1,351−2.2% | Reduced |
| LSV Asset Management | 60,600 | $4.73M | 0.01% | 00.0% | Unchanged |
| Rossmore Private Capital | 60,329 | $4.71M | 0.62% | +15,669+35.1% | Added |
| Eagle Global Advisors LLC | 59,836 | $4.67M | 0.25% | +3,425+6.1% | Added |
| China Universal Asset Management Co., Ltd. | 59,383 | $4.63M | 0.65% | −55,141−48.1% | Reduced |
| Capitolis Liquid Global Markets LLC | 59,000 | $4.60M | 0.06% | +59,000 | New |
| WSFS Capital Management, LLC | 58,783 | $4.58M | 0.25% | −2,508−4.1% | Reduced |
| Twin Tree Management, LP | 58,723 | $4.58M | 0.13% | +58,723 | New |
| AIMZ Investment Advisors, LLC | 58,709 | $4.58M | 1.64% | −505−0.9% | Reduced |
| Pinkerton Retirement Specialists, LLC | 58,216 | $4.54M | 0.70% | +2,629+4.7% | Added |
| Parkwood LLC | 58,040 | $4.53M | 0.57% | −24,467−29.7% | Reduced |
| Sandy Spring Bank | 57,989 | $4.52M | 0.20% | +18,412+46.5% | Added |
| Equitable Trust Co | 57,936 | $4.52M | 0.31% | +13,640+30.8% | Added |
| Renaissance Technologies LLC | 57,500 | $4.48M | 0.01% | −632,444−91.7% | Reduced |
| William Blair Investment Management, LLC | 57,252 | $4.47M | 0.01% | −17,390−23.3% | Reduced |
| iA Global Asset Management Inc. | 57,203 | $4.46M | 0.09% | +2,489+4.5% | Added |
| Signaturefd, LLC | 57,198 | $4.46M | 0.09% | +7,141+14.3% | Added |
| Madison Asset Management, LLC | 57,162 | $4.46M | 0.06% | −2,621−4.4% | Reduced |
| Advisors Asset Management, Inc. | 56,002 | $4.37M | 0.09% | −4,453−7.4% | Reduced |
| Guardian Capital LP | 55,979 | $4.37M | 0.16% | +3,705+7.1% | Added |
| Raymond James Trust N.A. | 55,952 | $4.36M | 0.10% | −3,529−5.9% | Reduced |
| TownSquare Capital, LLC | 55,416 | $4.32M | 0.06% | +8,117+17.2% | Added |
| Samjo Management, LLC | 55,140 | $4.30M | 1.60% | −65−0.1% | Reduced |
| Pacer Advisors, Inc. | 55,082 | $4.30M | 0.01% | −216−0.4% | Reduced |
| Bokf, NA | 54,246 | $4.23M | 0.08% | +28,637+111.8% | Added |
| Naples Global Advisors, LLC | 53,778 | $4.19M | 0.42% | +370+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 53,599 | $4.18M | 0.01% | +53,459+38,185.0% | Added |
| Patten Group, Inc. | 53,392 | $4.16M | 0.98% | +121+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 51,012 | $3.98M | 0.32% | +3,058+6.4% | Added |
| Ramirez Asset Management, Inc. | 50,953 | $3.97M | 0.81% | −2,035−3.8% | Reduced |
| Perpetual Ltd | 50,712 | $3.96M | 0.04% | +3,479+7.4% | Added |
| Nwi Management LP | 50,000 | $3.90M | 0.50% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 49,740 | $3.88M | 0.01% | −168,343−77.2% | Reduced |
| Yousif Capital Management, LLC | 49,737 | $3.88M | 0.04% | −4,000−7.4% | Reduced |
| GWM Advisors LLC | 49,589 | $3.87M | 0.03% | +5,779+13.2% | Added |
| United Capital Financial Advisers, LLC | 49,258 | $3.84M | 0.03% | −134−0.3% | Reduced |
| Profund Advisors LLC | 49,204 | $3.84M | 0.14% | −373−0.8% | Reduced |
| Prudential Financial Inc | 48,197 | $3.76M | 0.01% | +10,627+28.3% | Added |
| RSM US Wealth Management LLC | 47,885 | $3.73M | 0.06% | +44,808+1,456.2% | Added |
| Avitas Wealth Management LLC | 47,803 | $3.73M | 0.55% | +8,947+23.0% | Added |
| Keybank National Association | 46,893 | $3.66M | 0.01% | +160.0% | Added |
| Pittenger & Anderson Inc | 46,787 | $3.65M | 0.15% | +12,842+37.8% | Added |
| Fiduciary Group LLC | 46,681 | $3.64M | 0.39% | −110−0.2% | Reduced |
| Clayton Partners LLC | 46,542 | $3.63M | 2.92% | +9,668+26.2% | Added |
| Guardian Capital Advisors LP | 46,662 | $3.63M | 0.39% | −5,236−10.1% | Reduced |
| Louisiana State Employees Retirement System | 46,300 | $3.61M | 0.07% | +600+1.3% | Added |
| Asio Capital, LLC | 46,249 | $3.61M | 0.74% | +915+2.0% | Added |
| Hendley & Co Inc | 46,210 | $3.60M | 1.29% | −400−0.9% | Reduced |
| Meitav Dash Investments Ltd | 45,393 | $3.54M | 0.06% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 44,910 | $3.50M | 0.44% | 00.0% | Unchanged |
| Colony Group, LLC | 44,541 | $3.47M | 0.01% | +5,097+12.9% | Added |
| Marks Group Wealth Management, Inc | 44,358 | $3.46M | 0.36% | +1,914+4.5% | Added |
| Snowden Capital Advisors LLC | 44,320 | $3.46M | 0.10% | +8,204+22.7% | Added |
| Headlands Technologies LLC | 44,305 | $3.46M | 0.37% | +18,195+69.7% | Added |