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, Q3 2024
Institutional positions in AstraZeneca PLC as of Sep 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
- 1,230
- +28 vs. Q2 2024
- Shares held
- 500.6M
- +8.20M (+1.7%) vs. Q2 2024
- Total value
- $39.1B
- +$592.8M (+1.5%) vs. Q2 2024
- New holders
- 118
- 498 more added
- Sold out
- 90
- 398 more reduced
11 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 1,389 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 2 | $156 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 4 | $312 | 0.00% | +4 | New |
| West Branch Capital LLC | 8 | $611 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $624 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 10 | $779 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $780 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $780 | 0.00% | +10 | New |
| Annapolis Financial Services, LLC | 12 | $935 | 0.00% | +12 | New |
| Hoey Investments, Inc | 12 | $936 | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 13 | $1.01K | 0.03% | −10,082−99.9% | Reduced |
| WealthCollab, LLC | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 17 | $1.32K | 0.00% | −58−77.3% | Reduced |
| Colonial Trust Advisors | 18 | $1.40K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 19 | $1.48K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 20 | $1.56K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 21 | $1.64K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 21 | $1.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $2.10K | 0.00% | −436−94.2% | Reduced |
| POM Investment Strategies, LLC | 27 | $2.10K | 0.00% | −124−82.1% | Reduced |
| ZRC Wealth Management, LLC | 28 | $2.18K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 29 | $2.26K | 0.00% | −1−3.3% | Reduced |
| Fortitude Family Office, LLC | 30 | $2.35K | 0.00% | +20+200.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 35 | $2.73K | 0.00% | +35 | New |
| BFSG, LLC | 36 | $2.81K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 37 | $2.88K | 0.00% | +37 | New |
| Hara Capital LLC | 40 | $3.12K | 0.00% | +40 | New |
| Johnson Financial Group, Inc. | 40 | $3.12K | 0.00% | +17+73.9% | Added |
| ClariVest Asset Management LLC | 40 | $3.13K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 42 | $3.27K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 43 | $3.35K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 45 | $3.51K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 49 | $3.82K | 0.00% | −178−78.4% | Reduced |
| Hemington Wealth Management | 61 | $4.00K | 0.00% | +61 | New |
| Skopos Labs, Inc. | 52 | $4.05K | 0.00% | +52 | New |
| Creative Financial Designs Inc | 53 | $4.13K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 55 | $4.28K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 55 | $4.29K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 58 | $4.52K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 59 | $4.60K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 60 | $4.67K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $4.75K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 62 | $4.83K | 0.00% | +62 | New |
| Dunhill Financial, LLC | 64 | $4.99K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 64 | $4.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $5.56K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 74 | $5.76K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 76 | $5.92K | 0.00% | +76 | New |
| Peoples Financial Services Corp. | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 79 | $6.00K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 79 | $6.13K | 0.00% | −14−15.1% | Reduced |
| Caldwell Trust Co | 81 | $6.31K | 0.00% | +81 | New |
| Maryland Capital Advisors Inc. | 84 | $6.54K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 100 | $6.78K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 90 | $7.01K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 91 | $7.09K | 0.00% | −268−74.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 92 | $7.17K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 93 | $7.25K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $7.79K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 100 | $7.79K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 100 | $7.79K | 0.00% | +100 | New |
| Friedenthal Financial | 101 | $7.87K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 103 | $8.04K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 104 | $8.10K | 0.00% | +4+4.0% | Added |
| ESL Trust Services, LLC | 111 | $8.65K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 115 | $8.96K | 0.01% | +55+91.7% | Added |
| MV Capital Management, Inc. | 117 | $9.12K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 117 | $9.12K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 123 | $9.62K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 125 | $9.74K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 125 | $9.74K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 126 | $9.79K | 0.00% | +19+17.8% | Added |
| Global Wealth Strategies & Associates | 126 | $9.82K | 0.00% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 131 | $10.2K | 0.01% | +131 | New |
| Caitlin John, LLC | 161 | $10.5K | 0.01% | −41−20.3% | Reduced |
| PSI Advisors, LLC | 137 | $10.7K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 147 | $11.5K | 0.01% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 149 | $11.6K | 0.00% | +149 | New |
| First Community Trust NA | 150 | $11.7K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 150 | $11.7K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 153 | $11.9K | 0.00% | +113+282.5% | Added |
| Asset Management One Co.,Ltd. | 155 | $12.1K | 0.00% | +4+2.6% | Added |
| Stuart Chaussee & Associates, Inc. | 165 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 170 | $13.2K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $13.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 183 | $14.3K | 0.00% | +43+30.7% | Added |
| Bell Investment Advisors, Inc | 186 | $14.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 197 | $15.3K | 0.00% | −12−5.7% | Reduced |
| Highline Wealth Partners LLC | 199 | $15.5K | 0.01% | +87+77.7% | Added |
| Old Second National Bank of Aurora | 200 | $15.6K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $15.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $15.6K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $15.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 213 | $16.0K | 0.00% | +26+13.9% | Added |
| Carolinas Wealth Consulting LLC | 206 | $16.1K | 0.00% | −4−1.9% | Reduced |
| Wiser Advisor Group LLC | 210 | $16.4K | 0.02% | −1−0.5% | Reduced |
| Optimum Investment Advisors | 212 | $16.5K | 0.01% | −700−76.8% | Reduced |
| Fairscale Capital, LLC | 212 | $16.5K | 0.01% | 00.0% | Unchanged |