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 |
|---|---|---|---|---|---|
| Covenant Partners, LLC | 13,924 | $1.09M | 0.33% | +2,187+18.6% | Added |
| Dynamic Advisor Solutions LLC | 13,816 | $1.08M | 0.03% | +4,535+48.9% | Added |
| Davenport & Co LLC | 13,811 | $1.08M | 0.01% | +1,377+11.1% | Added |
| Aaron Wealth Advisors | 13,803 | $1.08M | 0.15% | +2,161+18.6% | Added |
| XTX Topco Ltd | 13,779 | $1.07M | 0.09% | +13,779 | New |
| AQR Capital Management LLC | 13,685 | $1.07M | 0.00% | +7,241+112.4% | Added |
| Exchange Traded Concepts, LLC | 13,652 | $1.06M | 0.03% | +13,652 | New |
| Ameritas Advisory Services, LLC | 13,572 | $1.06M | 0.04% | +1,672+14.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 13,533 | $1.06M | 1.52% | +278+2.1% | Added |
| Rathbone Brothers plc | 13,478 | $1.05M | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 13,444 | $1.05M | 0.03% | +228+1.7% | Added |
| Benjamin Edwards Inc | 13,334 | $1.04M | 0.20% | −1,534−10.3% | Reduced |
| West Family Investments, Inc. | 13,277 | $1.04M | 0.31% | +116+0.9% | Added |
| Texas Yale Capital Corp. | 13,178 | $1.03M | 0.05% | 00.0% | Unchanged |
| Marotta Asset Management | 13,185 | $1.03M | 0.21% | +376+2.9% | Added |
| Clarius Group, LLC | 13,170 | $1.03M | 0.07% | −2,486−15.9% | Reduced |
| Driehaus Capital Management LLC | 13,155 | $1.03M | 0.01% | +5,377+69.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 13,152 | $1.03M | 0.54% | −110−0.8% | Reduced |
| Cullinan Associates Inc | 13,026 | $1.02M | 0.06% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,970 | $1.01M | 0.02% | −436−3.3% | Reduced |
| Riverview Capital Advisers, LLC | 12,957 | $1.01M | 0.34% | 00.0% | Unchanged |
| Intrust Bank NA | 12,908 | $1.01M | 0.11% | +1,013+8.5% | Added |
| Huntington National Bank | 12,877 | $1.00M | 0.01% | +4,065+46.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 12,788 | $997.3K | 0.00% | +2,827+28.4% | Added |
| Verition Fund Management LLC | 12,741 | $993.7K | 0.01% | +53+0.4% | Added |
| Advocate Group LLC | 12,717 | $991.8K | 0.20% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 12,666 | $987.8K | 0.09% | +684+5.7% | Added |
| Hohimer Wealth Management, LLC | 12,631 | $985.1K | 0.23% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12,524 | $981.4K | 0.03% | +1,177+10.4% | Added |
| FDx Advisors, Inc. | 12,562 | $980.0K | 0.27% | −6,044−32.5% | Reduced |
| Avestar Capital, LLC | 12,518 | $976.3K | 0.11% | +7,041+128.6% | Added |
| Umb Bank N A | 12,458 | $971.6K | 0.02% | +762+6.5% | Added |
| RB Capital Management, LLC | 12,454 | $971.3K | 0.25% | +235+1.9% | Added |
| Fox Run Management, L.L.C. | 12,445 | $970.6K | 0.18% | −1,147−8.4% | Reduced |
| Sanders Morris Harris LLC | 12,372 | $964.9K | 0.16% | 00.0% | Unchanged |
| Inscription Capital, LLC | 12,339 | $962.3K | 0.15% | −945−7.1% | Reduced |
| Flaharty Asset Management, LLC | 12,099 | $943.6K | 0.14% | 00.0% | Unchanged |
| Horizon Investments, LLC | 12,147 | $941.5K | 0.03% | +613+5.3% | Added |
| Calamos Advisors LLC | 12,069 | $941.3K | 0.00% | −77−0.6% | Reduced |
| Confluence Wealth Services, Inc. | 12,068 | $941.2K | 0.08% | −912−7.0% | Reduced |
| Venture Visionary Partners LLC | 12,052 | $940.0K | 0.04% | +182+1.5% | Added |
| Moser Wealth Advisors, LLC | 12,045 | $939.4K | 0.51% | −300−2.4% | Reduced |
| TD Private Client Wealth LLC | 12,008 | $936.5K | 0.03% | −1,384−10.3% | Reduced |
| Empire Financial Management Company, LLC | 12,000 | $935.9K | 0.31% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 11,859 | $927.1K | 0.10% | −164−1.4% | Reduced |
| Sage Rhino Capital LLC | 11,875 | $926.1K | 0.22% | +247+2.1% | Added |
| CWM, LLC | 11,843 | $924.0K | 0.00% | +3,094+35.4% | Added |
| Stockman Wealth Management, Inc. | 11,728 | $914.7K | 0.16% | −1,000−7.9% | Reduced |
| Arete Wealth Advisors, LLC | 11,620 | $906.0K | 0.07% | +630+5.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 11,548 | $900.6K | 0.26% | −1,629−12.4% | Reduced |
| Guerra Pan Advisors, LLC | 11,529 | $899.1K | 0.75% | +358+3.2% | Added |
| Acadian Asset Management LLC | 11,525 | $897.0K | 0.00% | −808−6.6% | Reduced |
| Wexford Capital LP | 11,464 | $894.1K | 0.23% | −64,326−84.9% | Reduced |
| Essex Financial Services, Inc. | 10,847 | $887.9K | 0.07% | +4,110+61.0% | Added |
| PDS Planning, Inc | 11,383 | $887.8K | 0.09% | +713+6.7% | Added |
| Forum Financial Management, LP | 11,372 | $886.9K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 11,240 | $876.8K | 0.01% | +2,573+29.7% | Added |
| Alera Investment Advisors, LLC | 11,232 | $876.0K | 0.11% | −3,053−21.4% | Reduced |
| Westover Capital Advisors, LLC | 11,187 | $872.5K | 0.22% | +2,620+30.6% | Added |
| Whittier Trust Co of Nevada Inc | 11,037 | $860.8K | 0.02% | +1,293+13.3% | Added |
| Grove Bank & Trust | 11,021 | $859.5K | 0.14% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 11,014 | $859.0K | 0.09% | −100−0.9% | Reduced |
| Point72 Europe (London) LLP | 10,995 | $857.5K | 0.07% | +10,995 | New |
| Lake Street Advisors Group, LLC | 10,989 | $857.0K | 0.04% | −188−1.7% | Reduced |
| SkyView Investment Advisors, LLC | 10,992 | $857.0K | 0.15% | +73+0.7% | Added |
| Sittner & Nelson, LLC | 10,975 | $855.9K | 0.42% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 10,871 | $848.5K | 0.01% | +315+3.0% | Added |
| WESPAC Advisors, LLC | 10,842 | $845.6K | 0.66% | −4,504−29.3% | Reduced |
| Hancock Whitney Corp | 10,801 | $842.4K | 0.03% | +1,553+16.8% | Added |
| Allworth Financial LP | 10,670 | $839.9K | 0.01% | +412+4.0% | Added |
| FinTrust Capital Advisors, LLC | 10,696 | $834.2K | 0.16% | +2,073+24.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $828.3K | 0.25% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 10,567 | $824.1K | 0.12% | +1,325+14.3% | Added |
| Berkshire Asset Management LLC | 10,565 | $824.0K | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 10,559 | $823.5K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10,497 | $818.7K | 0.01% | +9,167+689.2% | Added |
| Phillips Wealth Planners LLC | 10,514 | $817.5K | 0.86% | −199−1.9% | Reduced |
| Aries Wealth Management | 10,470 | $816.6K | 0.26% | 00.0% | Unchanged |
| Bank of Hawaii | 10,423 | $812.9K | 0.04% | −342−3.2% | Reduced |
| Hartford Funds Management Co LLC | 10,389 | $810.2K | 0.08% | +949+10.1% | Added |
| Bridgewater Advisors Inc. | 10,314 | $809.9K | 0.10% | +10,314 | New |
| Callan Capital, LLC | 10,358 | $807.8K | 0.07% | +5,277+103.9% | Added |
| Eagle Strategies LLC | 10,210 | $796.3K | 0.15% | +10,210 | New |
| Affinity Wealth Management LLC | 10,097 | $787.5K | 0.14% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 10,095 | $787.3K | 0.18% | −5,157−33.8% | Reduced |
| GTS Securities LLC | 10,016 | $781.1K | 0.02% | −59,685−85.6% | Reduced |
| Parnassus Investments | 10,012 | $780.8K | 0.00% | +401+4.2% | Added |
| Mesirow Financial Investment Management, Inc. | 9,966 | $777.8K | 0.02% | −441−4.2% | Reduced |
| Jacobi Capital Management LLC | 9,961 | $776.8K | 0.07% | −198−1.9% | Reduced |
| Rehmann Capital Advisory Group | 9,852 | $768.4K | 0.06% | +1,594+19.3% | Added |
| Frank, Rimerman Advisors LLC | 9,794 | $763.8K | 0.05% | +9,756+25,673.7% | Added |
| Wedmont Private Capital | 9,625 | $762.7K | 0.05% | +674+7.5% | Added |
| Courier Capital LLC | 9,717 | $757.8K | 0.06% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 9,562 | $756.8K | 0.07% | +4,909+105.5% | Added |
| 1620 Investment Advisors, Inc. | 9,680 | $755.0K | 0.58% | +187+2.0% | Added |
| Howland Capital Management LLC | 9,590 | $747.9K | 0.04% | −1,684−14.9% | Reduced |
| Rakuten Investment Management, Inc. | 9,561 | $747.5K | 0.00% | +3,977+71.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 9,430 | $735.4K | 0.02% | +9,430 | New |
| Oakworth Capital, Inc. | 9,399 | $733.0K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 9,323 | $727.1K | 0.13% | +601+6.9% | Added |