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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 22,051 | $1.72M | 0.64% | −820−3.6% | Reduced |
| Ellevest, Inc. | 22,046 | $1.72M | 0.10% | +4,344+24.5% | Added |
| Schechter Investment Advisors, LLC | 22,006 | $1.72M | 0.13% | +7,038+47.0% | Added |
| Stablepoint Partners, LLC | 21,758 | $1.70M | 0.33% | −1,245−5.4% | Reduced |
| Atomi Financial Group, Inc. | 21,803 | $1.70M | 0.13% | +7,508+52.5% | Added |
| Connable Office Inc | 21,763 | $1.70M | 0.18% | +5,322+32.4% | Added |
| Whittier Trust Co | 21,694 | $1.69M | 0.02% | +832+4.0% | Added |
| Sectoral Asset Management Inc | 21,650 | $1.69M | 0.69% | −2,780−11.4% | Reduced |
| Principal Securities, Inc. | 21,642 | $1.69M | 0.05% | +2,068+10.6% | Added |
| Advisory Services Network, LLC | 21,609 | $1.69M | 0.03% | +4,598+27.0% | Added |
| First American Bank | 21,563 | $1.68M | 0.13% | +2,648+14.0% | Added |
| Dorsey & Whitney Trust CO LLC | 21,116 | $1.65M | 0.11% | +387+1.9% | Added |
| Axxcess Wealth Management, LLC | 21,075 | $1.64M | 0.04% | −2,751−11.5% | Reduced |
| Personal Cfo Solutions, LLC | 21,046 | $1.64M | 0.25% | +5,813+38.2% | Added |
| Proequities, Inc. | 21,043 | $1.64M | 0.10% | +1,308+6.6% | Added |
| Columbus Macro, LLC | 20,947 | $1.63M | 0.63% | −754−3.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,881 | $1.63M | 0.27% | +1,446+7.4% | Added |
| Clear Street Markets LLC | 70,796 | $1.63M | 0.63% | +69,428+5,075.1% | Added |
| Parallel Advisors, LLC | 20,753 | $1.62M | 0.04% | +1,983+10.6% | Added |
| Checchi Capital Advisers, LLC | 20,463 | $1.60M | 0.13% | +169+0.8% | Added |
| Braun Stacey Associates Inc | 20,325 | $1.59M | 0.06% | −47,503−70.0% | Reduced |
| Evergreen Capital Management LLC | 20,231 | $1.58M | 0.06% | +1,270+6.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,176 | $1.57M | 0.09% | +20,176 | New |
| Lido Advisors, LLC | 20,075 | $1.57M | 0.01% | +5,725+39.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 19,852 | $1.55M | 0.22% | +904+4.8% | Added |
| Edmp, Inc. | 20,140 | $1.54M | 1.40% | 00.0% | Unchanged |
| Vista Investment Management | 19,602 | $1.53M | 0.62% | +1,013+5.4% | Added |
| Eqis Capital Management, Inc. | 19,489 | $1.52M | 0.12% | +12,759+189.6% | Added |
| Goodman Advisory Group, LLC | 19,484 | $1.52M | 0.45% | +19,484 | New |
| F/M Investments LLC | 19,408 | $1.51M | 0.05% | +19,408 | New |
| Channel Wealth LLC | 19,143 | $1.49M | 0.54% | −44,464−69.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.49M | 0.19% | 00.0% | Unchanged |
| MAI Capital Management | 19,081 | $1.49M | 0.01% | +2,176+12.9% | Added |
| LVW Advisors, LLC | 19,074 | $1.49M | 0.22% | +424+2.3% | Added |
| Perigon Wealth Management, LLC | 19,069 | $1.49M | 0.04% | +274+1.5% | Added |
| Koa Wealth Management, LLC | 18,980 | $1.48M | 1.25% | −266−1.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 18,847 | $1.47M | 0.15% | −566−2.9% | Reduced |
| Syon Capital LLC | 18,775 | $1.46M | 0.13% | +978+5.5% | Added |
| Coppell Advisory Solutions LLC | 18,702 | $1.46M | 0.24% | +18,702 | New |
| Engineers Gate Manager LP | 18,604 | $1.45M | 0.03% | +18,604 | New |
| National Asset Management, Inc. | 18,327 | $1.43M | 0.04% | −5,177−22.0% | Reduced |
| Commerce Bank | 18,282 | $1.43M | 0.01% | −559−3.0% | Reduced |
| Dakota Wealth Management | 18,080 | $1.41M | 0.03% | +3,013+20.0% | Added |
| Oarsman Capital, Inc. | 17,988 | $1.40M | 0.31% | +3,944+28.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 17,852 | $1.39M | 0.55% | +1,395+8.5% | Added |
| Kestra Private Wealth Services, LLC | 17,817 | $1.39M | 0.03% | +894+5.3% | Added |
| Fragasso Group Inc. | 17,789 | $1.39M | 0.11% | +102+0.6% | Added |
| Burney Co | 17,741 | $1.38M | 0.05% | −455−2.5% | Reduced |
| Harvest Fund Management Co., Ltd | 17,620 | $1.37M | 0.10% | +474+2.8% | Added |
| Banco Santander, S.A. | 17,570 | $1.37M | 0.02% | +4,770+37.3% | Added |
| SeaCrest Wealth Management, LLC | 17,514 | $1.37M | 0.16% | +160+0.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 17,455 | $1.36M | 0.05% | −793−4.3% | Reduced |
| Wealth Alliance | 17,440 | $1.36M | 0.18% | +975+5.9% | Added |
| Carnegie Capital Asset Management, LLC | 17,269 | $1.35M | 0.04% | +138+0.8% | Added |
| Vise Technologies, Inc. | 17,217 | $1.34M | 0.24% | +3,375+24.4% | Added |
| Malaga Cove Capital, LLC | 17,150 | $1.34M | 0.54% | −179−1.0% | Reduced |
| EP Wealth Advisors, LLC | 17,052 | $1.33M | 0.01% | +732+4.5% | Added |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.32M | 0.42% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 16,889 | $1.32M | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 16,614 | $1.30M | 0.06% | +1,607+10.7% | Added |
| Geller Advisors LLC | 16,603 | $1.29M | 0.10% | +798+5.0% | Added |
| Oppenheimer & Co Inc | 16,565 | $1.29M | 0.02% | −1,703−9.3% | Reduced |
| Fidelis Capital Partners, LLC | 16,013 | $1.29M | 0.18% | +4,932+44.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,453 | $1.28M | 0.53% | −1,750−9.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,435 | $1.28M | 0.00% | +5,939+56.6% | Added |
| TLWM | 16,377 | $1.28M | 0.27% | +274+1.7% | Added |
| Valeo Financial Advisors, LLC | 16,130 | $1.26M | 0.04% | +71+0.4% | Added |
| Fifth Third Bancorp | 16,028 | $1.25M | 0.00% | −687−4.1% | Reduced |
| Smith, Salley & Associates | 15,996 | $1.25M | 0.09% | +168+1.1% | Added |
| Altfest L J & Co Inc | 15,924 | $1.24M | 0.17% | −8,665−35.2% | Reduced |
| Iams Wealth Management, LLC | 15,890 | $1.24M | 0.68% | +15,890 | New |
| Investors Asset Management of Georgia Inc | 15,840 | $1.24M | 0.60% | −50−0.3% | Reduced |
| Leavell Investment Management, Inc. | 15,760 | $1.23M | 0.07% | +1,591+11.2% | Added |
| Canandaigua National Bank & Trust Co | 15,740 | $1.23M | 0.13% | −291−1.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,621 | $1.22M | 0.05% | +15,621 | New |
| Apollon Wealth Management, LLC | 15,575 | $1.21M | 0.04% | −100−0.6% | Reduced |
| GeoWealth Management, LLC | 15,556 | $1.21M | 0.05% | +66+0.4% | Added |
| VELA Investment Management, LLC | 15,533 | $1.21M | 0.43% | 00.0% | Unchanged |
| Toronto Dominion Bank | 15,521 | $1.21M | 0.00% | −2,972−16.1% | Reduced |
| PEAK6 Investments LLC | 15,500 | $1.21M | 0.06% | +8,497+121.3% | Added |
| Global Retirement Partners, LLC | 15,370 | $1.20M | 0.04% | +1,910+14.2% | Added |
| Diversify Advisory Services, LLC | 15,548 | $1.19M | 0.07% | +3,121+25.1% | Added |
| Westport Asset Management Inc | 15,000 | $1.17M | 0.59% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 14,983 | $1.17M | 0.20% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 14,925 | $1.16M | 0.03% | +784+5.5% | Added |
| UniSuper Management Pty Ltd | 14,897 | $1.16M | 0.01% | +14,897 | New |
| McKinley Capital Management LLC /Delaware | 14,825 | $1.16M | 0.20% | −1,346−8.3% | Reduced |
| Financial Advocates Investment Management | 14,762 | $1.15M | 0.07% | +2,178+17.3% | Added |
| Geneos Wealth Management Inc. | 14,728 | $1.15M | 0.05% | −194−1.3% | Reduced |
| First Hawaiian Bank | 14,723 | $1.15M | 0.04% | +984+7.2% | Added |
| De Burlo Group Inc | 14,706 | $1.15M | 0.15% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 14,524 | $1.13M | 0.23% | +14,524 | New |
| Cyndeo Wealth Partners, LLC | 14,310 | $1.12M | 0.09% | +795+5.9% | Added |
| Kingsview Wealth Management, LLC | 14,212 | $1.11M | 0.03% | +39+0.3% | Added |
| Brown Advisory Inc | 14,143 | $1.10M | 0.00% | +4,950+53.8% | Added |
| Stratos Wealth Partners, LTD. | 14,141 | $1.10M | 0.02% | −454−3.1% | Reduced |
| Jarislowsky, Fraser Ltd | 14,119 | $1.10M | 0.01% | +36+0.3% | Added |
| IHT Wealth Management, LLC | 13,947 | $1.09M | 0.04% | −68−0.5% | Reduced |
| Marietta Investment Partners LLC | 13,940 | $1.09M | 0.24% | −10−0.1% | Reduced |
| 9258 Wealth Management, LLC | 13,928 | $1.09M | 0.17% | +1,508+12.1% | Added |