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 |
|---|---|---|---|---|---|
| Strategic Global Advisors, LLC | 4,954 | $722.8K | 0.15% | −4,544−47.8% | Reduced |
| STF Management LP | 9,254 | $721.7K | 0.30% | −441−4.5% | Reduced |
| Nilsine Partners, LLC | 9,249 | $721.3K | 0.10% | +1,714+22.7% | Added |
| Principal Street Partners, LLC | 9,148 | $713.4K | 0.13% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 9,118 | $711.1K | 0.03% | +699+8.3% | 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 |
| Concurrent Investment Advisors, LLC | 9,088 | $708.8K | 0.02% | +5,590+159.8% | Added |
| Zions Bancorporation, N.A. | 9,060 | $706.6K | 0.06% | +7,301+415.1% | Added |
| Legacy Capital Wealth Partners, LLC | 9,028 | $704.1K | 0.18% | +9,028 | New |
| Liberty One Investment Management, LLC | 9,010 | $703.0K | 0.08% | +9,010 | New |
| Buckingham Strategic Wealth, LLC | 8,987 | $700.9K | 0.01% | +961+12.0% | Added |
| Grandfield & Dodd, LLC | 8,881 | $692.6K | 0.04% | −331−3.6% | Reduced |
| Marcum Wealth, LLC | 8,875 | $692.2K | 0.07% | −488−5.2% | Reduced |
| HBK Sorce Advisory LLC | 8,828 | $688.5K | 0.02% | +330+3.9% | Added |
| Heritage Wealth Management, Inc. | 8,900 | $688.3K | 0.23% | +8,900 | New |
| Signature Estate & Investment Advisors LLC | 8,796 | $686.0K | 0.02% | +8,796 | New |
| Columbia Asset Management | 8,694 | $678.0K | 0.13% | −400−4.4% | Reduced |
| Warren Averett Asset Management, LLC | 8,671 | $676.3K | 0.01% | +710+8.9% | Added |
| Harbour Investments, Inc. | 8,645 | $674.4K | 0.02% | +1,060+14.0% | Added |
| Cary Street Partner Investment Advisory LLC | 8,631 | $673.1K | 0.03% | +623+7.8% | Added |
| Advisors Capital Management, LLC | 8,617 | $672.0K | 0.01% | −31−0.4% | Reduced |
| Summit Trail Advisors, LLC | 8,597 | $670.5K | 0.02% | +2,159+33.5% | Added |
| Central Trust Co | 8,587 | $669.7K | 0.02% | −250−2.8% | Reduced |
| Lindbrook Capital, LLC | 8,581 | $669.2K | 0.06% | +576+7.2% | Added |
| D.B. Root & Company, LLC | 8,574 | $668.7K | 0.23% | −258−2.9% | Reduced |
| Bray Capital Advisors | 8,500 | $662.9K | 0.17% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 8,496 | $662.6K | 0.14% | +52+0.6% | Added |
| SpiderRock Advisors, LLC | 8,397 | $654.9K | 0.02% | −14,484−63.3% | Reduced |
| Cooper Financial Group | 8,365 | $652.4K | 0.10% | +998+13.5% | Added |
| Insigneo Advisory Services, LLC | 8,223 | $652.3K | 0.07% | −1,398−14.5% | Reduced |
| Miracle Mile Advisors, LLC | 8,325 | $649.3K | 0.02% | +711+9.3% | Added |
| Coastline Trust Co | 8,320 | $648.9K | 0.08% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 8,313 | $648.3K | 0.36% | −1,873−18.4% | Reduced |
| Quantitative Investment Management, LLC | 8,321 | $648.0K | 0.07% | −63,184−88.4% | Reduced |
| 180 Wealth Advisors, LLC | 8,311 | $647.8K | 0.11% | +20+0.2% | Added |
| Old National Bancorp | 8,266 | $644.7K | 0.02% | −1,539−15.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,218 | $641.0K | 0.14% | −722−8.1% | Reduced |
| Five Oceans Advisors | 8,157 | $636.2K | 0.33% | +1,192+17.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,154 | $636.1K | 0.01% | −2,863−26.0% | Reduced |
| Garrison Asset Management, LLC | 8,070 | $629.4K | 0.33% | −20−0.2% | Reduced |
| Wick Capital Partners, LLC | 8,033 | $626.5K | 0.22% | −568−6.6% | Reduced |
| Ar Asset Management Inc | 8,000 | $624.0K | 0.15% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,964 | $622.1K | 0.15% | +64+0.8% | Added |
| Mission Wealth Management, LP | 7,961 | $620.9K | 0.02% | +1,337+20.2% | Added |
| Empower Advisory Group, LLC | 7,923 | $617.9K | 0.00% | −2,789−26.0% | Reduced |
| Flagship Harbor Advisors, LLC | 7,913 | $617.1K | 0.04% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 7,770 | $606.0K | 0.02% | −4,307−35.7% | Reduced |
| Key Financial Inc | 7,711 | $601.3K | 0.14% | −635−7.6% | Reduced |
| Sunbelt Securities, Inc. | 7,703 | $600.8K | 0.06% | +7,289+1,760.6% | Added |
| AE Wealth Management LLC | 7,660 | $597.4K | 0.01% | −109−1.4% | Reduced |
| Everpar Advisors LLC | 7,592 | $592.1K | 0.30% | −26−0.3% | Reduced |
| Fca Corp | 7,500 | $584.9K | 0.19% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 7,457 | $581.6K | 0.02% | −12,218−62.1% | Reduced |
| Merit Financial Group, LLC | 7,432 | $579.6K | 0.01% | +1,222+19.7% | Added |
| Cohen Investment Advisors LLC | 8,523 | $577.2K | 0.46% | +919+12.1% | Added |
| LVM Capital Management Ltd | 7,300 | $569.0K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,372 | $567.2K | 0.01% | +5,975+249.3% | Added |
| Stevard, LLC | 7,248 | $565.3K | 0.49% | 00.0% | Unchanged |
| GenTrust, LLC | 7,236 | $564.3K | 0.03% | +7,236 | New |
| Johnson Investment Counsel Inc | 7,144 | $557.2K | 0.01% | +709+11.0% | Added |
| Gradient Investments LLC | 7,142 | $557.0K | 0.01% | +6+0.1% | Added |
| Argent Trust Co | 7,136 | $556.5K | 0.02% | +618+9.5% | Added |
| Fruth Investment Management | 7,098 | $553.0K | 0.15% | +52+0.7% | Added |
| Fiduciary Trust Co | 7,071 | $551.5K | 0.01% | +577+8.9% | Added |
| Moors & Cabot, Inc. | 7,070 | $551.4K | 0.03% | −1,365−16.2% | Reduced |
| Keel Point, LLC | 6,610 | $551.0K | 0.05% | +783+13.4% | Added |
| Beacon Investment Advisory Services, Inc. | 7,019 | $547.4K | 0.02% | +19+0.3% | Added |
| Banco de Sabadell, S.A | 7,024 | $545.0K | 0.40% | +219+3.2% | Added |
| AA Financial Advisors, LLC | 6,958 | $542.7K | 0.19% | −17−0.2% | Reduced |
| Trust Co of Toledo NA | 6,939 | $541.2K | 0.08% | +1,133+19.5% | Added |
| Spire Wealth Management | 6,919 | $539.6K | 0.02% | −155−2.2% | Reduced |
| M Holdings Securities, Inc. | 6,845 | $534.0K | 0.07% | +6,845 | New |
| Smartleaf Asset Management LLC | 6,823 | $533.4K | 0.09% | +1,856+37.4% | Added |
| Stock Yards Bank & Trust Co | 6,820 | $531.9K | 0.02% | −300−4.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,760 | $527.2K | 0.22% | −3,074−31.3% | Reduced |
| Portside Wealth Group, LLC | 6,731 | $525.0K | 0.10% | +1,080+19.1% | Added |
| Koshinski Asset Management, Inc. | 6,831 | $523.7K | 0.05% | +2,189+47.2% | Added |
| BKM Wealth Management, LLC | 39,935 | $523.6K | 0.25% | +33,723+542.9% | Added |
| Prospector Partners LLC | 6,700 | $522.5K | 0.06% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 6,678 | $520.8K | 0.35% | +1,034+18.3% | Added |
| Archford Capital Strategies, LLC | 6,659 | $519.4K | 0.08% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 6,637 | $517.6K | 0.03% | +6,637 | New |
| Bradley Foster & Sargent Inc | 6,612 | $515.7K | 0.01% | −401−5.7% | Reduced |
| Capital Asset Advisory Services LLC | 6,701 | $513.8K | 0.03% | +1,741+35.1% | Added |
| Stratos Wealth Advisors, LLC | 6,566 | $512.1K | 0.03% | +323+5.2% | Added |
| Jones Financial Companies LLLP | 6,550 | $510.9K | 0.00% | +4,633+241.7% | Added |
| Channing Global Advisors, LLC | 6,548 | $510.7K | 0.43% | −4−0.1% | Reduced |
| Financial Counselors Inc | 6,546 | $510.5K | 0.01% | −966−12.9% | Reduced |
| McLean Asset Management Corp | 6,550 | $509.3K | 0.16% | +319+5.1% | Added |
| Chicago Capital, LLC | 6,529 | $509.2K | 0.02% | −213−3.2% | Reduced |
| Crumly & Associates Inc. | 6,501 | $507.0K | 0.15% | +63+1.0% | Added |
| Sage Mountain Advisors LLC | 6,490 | $506.2K | 0.05% | +473+7.9% | Added |
| First Manhattan Co | 6,425 | $501.1K | 0.00% | +10.0% | Added |
| Prudential PLC | 6,410 | $499.9K | 0.00% | +1,610+33.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 6,396 | $498.8K | 0.06% | +599+10.3% | Added |
| Great Diamond Partners, LLC | 6,362 | $496.2K | 0.12% | −460−6.7% | Reduced |
| Significant Wealth Partners LLC | 6,360 | $496.0K | 0.28% | +1,184+22.9% | Added |
| Caption Management, LLC | 6,300 | $491.3K | 0.05% | +6,300 | New |
| Toroso Investments, LLC | 6,287 | $490.3K | 0.01% | +1,454+30.1% | Added |