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 |
|---|---|---|---|---|---|
| First Western Trust Bank | 6,273 | $489.2K | 0.02% | +42+0.7% | Added |
| Allianz Asset Management GmbH | 6,255 | $487.8K | 0.00% | +2,944+88.9% | Added |
| EverSource Wealth Advisors, LLC | 6,117 | $484.2K | 0.03% | +800+15.0% | Added |
| Simon Quick Advisors, LLC | 6,162 | $480.6K | 0.03% | +1,560+33.9% | Added |
| GDS Wealth Management | 6,157 | $480.2K | 0.05% | −109−1.7% | Reduced |
| New England Research & Management, Inc. | 6,150 | $480.0K | 0.23% | −200−3.1% | Reduced |
| Cromwell Holdings LLC | 6,119 | $477.2K | 0.29% | +6,119 | New |
| Wilkinson Global Asset Management LLC | 6,113 | $476.8K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 6,083 | $474.4K | 0.00% | +1,322+27.8% | Added |
| Haverford Trust Co | 6,078 | $474.0K | 0.00% | +31+0.5% | Added |
| Brown Brothers Harriman & Co | 6,062 | $472.8K | 0.00% | +216+3.7% | Added |
| Ambassador Advisors, LLC | 6,059 | $472.5K | 0.09% | −387−6.0% | Reduced |
| Traveka Wealth, LLC | 6,016 | $469.2K | 0.23% | +845+16.3% | Added |
| Marex Group plc | 6,000 | $467.9K | 0.01% | +6,000 | New |
| Aspen Grove Capital, LLC | 5,987 | $466.9K | 0.11% | +648+12.1% | Added |
| Crestwood Advisors Group LLC | 5,959 | $464.7K | 0.01% | +477+8.7% | Added |
| FSM Wealth Advisors, LLC | 5,950 | $464.1K | 0.16% | −160−2.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,950 | $464.0K | 0.01% | +129+2.2% | Added |
| Journey Strategic Wealth LLC | 5,910 | $460.9K | 0.02% | +2,656+81.6% | Added |
| Clean Yield Group | 5,900 | $460.1K | 0.17% | 00.0% | Unchanged |
| Hilltop National Bank | 5,896 | $459.8K | 0.15% | +48+0.8% | Added |
| Community Bank & Trust, Waco, Texas | 5,890 | $459.0K | 0.11% | +162+2.8% | Added |
| Axq Capital, LP | 5,884 | $458.9K | 0.11% | +5,884 | New |
| West Michigan Advisors, LLC | 5,869 | $457.7K | 0.15% | −82−1.4% | Reduced |
| Wealthcare Advisory Partners LLC | 5,858 | $456.9K | 0.01% | −278−4.5% | Reduced |
| Daymark Wealth Partners, LLC | 5,849 | $456.2K | 0.02% | +372+6.8% | Added |
| KCM Investment Advisors LLC | 5,843 | $455.7K | 0.02% | −1,175−16.7% | Reduced |
| Holistic Financial Partners | 5,831 | $454.8K | 0.23% | −570−8.9% | Reduced |
| Connecticut Wealth Management, LLC | 5,812 | $453.3K | 0.02% | −117−2.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,804 | $452.6K | 0.03% | −178−3.0% | Reduced |
| Canopy Partners, LLC | 5,759 | $449.1K | 0.21% | +996+20.9% | Added |
| XML Financial, LLC | 5,748 | $448.3K | 0.05% | −200−3.4% | Reduced |
| Northstar Group, Inc. | 5,741 | $447.7K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,726 | $446.6K | 0.02% | +1,066+22.9% | Added |
| GPS Wealth Strategies Group, LLC | 5,718 | $445.9K | 0.07% | +185+3.3% | Added |
| Optas, LLC | 5,693 | $444.0K | 0.11% | +1,345+30.9% | Added |
| Glenview Trust Co | 5,652 | $440.8K | 0.01% | +997+21.4% | Added |
| Advisor OS, LLC | 5,617 | $438.1K | 0.05% | +226+4.2% | Added |
| Summit Financial, LLC | 5,616 | $438.0K | 0.02% | +5,616 | New |
| Farther Finance Advisors, LLC | 5,609 | $437.2K | 0.02% | +1,741+45.0% | Added |
| Henshaw Capital LLC | 5,590 | $436.0K | 0.02% | +150+2.8% | Added |
| Spinnaker Investment Group, LLC | 5,580 | $435.2K | 0.12% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 5,576 | $434.9K | 0.12% | −37−0.7% | Reduced |
| Quotient Wealth Partners, LLC | 5,561 | $433.7K | 0.02% | +2,246+67.8% | Added |
| J.W. Cole Advisors, Inc. | 5,554 | $433.2K | 0.02% | −618−10.0% | Reduced |
| Kathmere Capital Management, LLC | 5,501 | $429.0K | 0.05% | +1,436+35.3% | Added |
| Monetary Management Group Inc | 5,500 | $428.9K | 0.11% | 00.0% | Unchanged |
| First Affirmative Financial Network | 5,492 | $428.3K | 0.30% | +854+18.4% | Added |
| Baron Wealth Management LLC | 5,465 | $426.2K | 0.22% | −422−7.2% | Reduced |
| Boston Trust Walden Corp | 5,455 | $425.4K | 0.00% | +55+1.0% | Added |
| Pointe Capital Management LLC | 5,454 | $425.4K | 0.26% | 00.0% | Unchanged |
| Essex Savings Bank | 5,448 | $424.9K | 0.11% | +5,448 | New |
| Sigma Planning Corp | 5,447 | $424.8K | 0.01% | −2,091−27.7% | Reduced |
| Clark Capital Management Group, Inc. | 5,444 | $424.6K | 0.00% | +296+5.7% | Added |
| Institute for Wealth Management, LLC. | 5,443 | $424.5K | 0.06% | 00.0% | Unchanged |
| Diversified Trust Co | 5,330 | $415.7K | 0.01% | +987+22.7% | Added |
| Choate Investment Advisors | 5,263 | $410.5K | 0.01% | −100−1.9% | Reduced |
| Scientech Research LLC | 5,223 | $407.3K | 0.08% | +5,223 | New |
| Atlas Capital Advisors LLC | 5,209 | $406.3K | 0.05% | −497−8.7% | Reduced |
| Wrapmanager Inc | 5,166 | $402.9K | 0.11% | +5,166 | New |
| Grimes & Company, Inc. | 5,158 | $402.3K | 0.01% | −68−1.3% | Reduced |
| Gallacher Capital Management LLC | 5,134 | $400.4K | 0.21% | −297−5.5% | Reduced |
| FRG Family Wealth Advisors LLC | 5,050 | $400.2K | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,101 | $397.9K | 0.03% | +50+1.0% | Added |
| Covenant Asset Management, LLC | 5,083 | $396.4K | 0.09% | −212−4.0% | Reduced |
| PFG Investments, LLC | 5,081 | $396.3K | 0.03% | +810+19.0% | Added |
| Northeast Financial Consultants Inc | 5,045 | $393.4K | 0.02% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 5,009 | $390.7K | 0.09% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 30,364 | $390.0K | 0.00% | +30,364 | New |
| Quattro Financial Advisors LLC | 5,000 | $389.9K | 0.10% | 00.0% | Unchanged |
| American National Bank | 4,991 | $389.2K | 0.05% | +162+3.4% | Added |
| E Fund Management Co., Ltd. | 4,978 | $388.2K | 0.02% | +107+2.2% | Added |
| Focus Financial Network, Inc. | 4,854 | $387.1K | 0.02% | +28+0.6% | Added |
| Independent Financial Group, LLC | 4,952 | $386.2K | 0.02% | +103+2.1% | Added |
| McKinley Carter Wealth Services, Inc. | 4,938 | $385.1K | 0.02% | −247−4.8% | Reduced |
| Norden Group LLC | 4,932 | $384.7K | 0.08% | +1,175+31.3% | Added |
| Peregrine Asset Advisers, Inc. | 4,931 | $384.6K | 0.15% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 4,887 | $381.1K | 0.03% | −315−6.1% | Reduced |
| Gateway Investment Advisers LLC | 4,883 | $380.8K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,871 | $380.0K | 0.03% | +4,871 | New |
| GM Advisory Group, Inc. | 4,845 | $377.9K | 0.02% | −75−1.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,832 | $376.9K | 0.01% | +219+4.7% | Added |
| Joel Isaacson & Co., LLC | 4,753 | $370.7K | 0.02% | −875−15.5% | Reduced |
| Baader Bank INC | 4,794 | $369.6K | 0.03% | +4,794 | New |
| Capital Advisors Inc | 4,723 | $368.3K | 0.01% | +4,723 | New |
| Advisors Management Group Inc | 4,696 | $366.0K | 0.09% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,691 | $365.9K | 0.08% | +1,447+44.6% | Added |
| Keudell/Morrison Wealth Management | 4,674 | $364.6K | 0.11% | +3+0.1% | Added |
| Redwood Investment Management, LLC | 4,662 | $364.0K | 0.03% | +37+0.8% | Added |
| Baldwin Investment Management, LLC | 4,656 | $363.1K | 0.05% | −100−2.1% | Reduced |
| Roberts Glore & Co Inc | 4,646 | $362.3K | 0.11% | −133−2.8% | Reduced |
| Strategic Investment Solutions, Inc. | 4,577 | $362.3K | 0.12% | +4,577 | New |
| Optivise Advisory Services LLC | 4,645 | $362.3K | 0.20% | +4,645 | New |
| Arkadios Wealth Advisors | 4,642 | $362.1K | 0.02% | +468+11.2% | Added |
| Willner & Heller, LLC | 4,635 | $361.5K | 0.35% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 4,631 | $361.2K | 0.46% | −55−1.2% | Reduced |
| Atlantic Union Bankshares Corp | 4,616 | $360.0K | 0.02% | +4,616 | New |
| Abel Hall, LLC | 4,613 | $359.8K | 0.25% | +777+20.3% | Added |
| Norinchukin Bank, The | 4,605 | $359.1K | 0.01% | −111−2.4% | Reduced |
| New Century Financial Group, LLC | 4,600 | $358.8K | 0.15% | −552−10.7% | Reduced |