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 |
|---|---|---|---|---|---|
| CarsonAllaria Wealth Management, Ltd. | 218 | $17.0K | 0.01% | −318−59.3% | Reduced |
| SOA Wealth Advisors, LLC. | 227 | $17.7K | 0.00% | +1+0.4% | Added |
| Abound Wealth Management | 228 | $17.8K | 0.01% | −12−5.0% | Reduced |
| CoreFirst Bank & Trust | 240 | $18.7K | 0.01% | +240 | New |
| Hobbs Group Advisors, LLC | 243 | $18.9K | 0.01% | −200−45.1% | Reduced |
| Pingora Partners LLC | 250 | $19.5K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 251 | $19.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 260 | $20.3K | 0.00% | +260 | New |
| Riverview Trust Co | 260 | $20.3K | 0.02% | +260 | New |
| Jackson, Grant Investment Advisers, Inc. | 264 | $20.5K | 0.01% | +2+0.8% | Added |
| Mascoma Wealth Management LLC | 264 | $20.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 269 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 280 | $21.8K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 284 | $22.1K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 289 | $22.5K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 296 | $23.1K | 0.02% | +296 | New |
| Byrne Asset Management LLC | 300 | $23.4K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 300 | $23.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $23.4K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 314 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 320 | $24.9K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 324 | $25.0K | 0.03% | +247+320.8% | Added |
| Baldwin Brothers Inc | 330 | $25.7K | 0.00% | −568−63.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 334 | $26.0K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 400 | $26.2K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 340 | $26.5K | 0.00% | −331−49.3% | Reduced |
| Wintrust Investments LLC | 354 | $27.0K | 0.02% | −3,036−89.6% | Reduced |
| AlphaMark Advisors, LLC | 342 | $27.0K | 0.01% | −50−12.8% | Reduced |
| Resources Management Corp | 350 | $27.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 350 | $27.3K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 351 | $27.3K | 0.00% | −1,305−78.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 365 | $28.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 360 | $28.0K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 361 | $28.1K | 0.01% | +361 | New |
| Kayne Anderson Rudnick Investment Management LLC | 393 | $30.6K | 0.00% | +87+28.4% | Added |
| Ogorek Anthony Joseph | 409 | $31.0K | 0.01% | +20+5.1% | Added |
| Nordwand Advisors, LLC | 400 | $31.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 411 | $32.0K | 0.00% | +17+4.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 415 | $32.3K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 420 | $32.7K | 0.01% | +45+12.0% | Added |
| Arlington Trust Co LLC | 422 | $32.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 442 | $34.4K | 0.00% | −5−1.1% | Reduced |
| GHP Investment Advisors, Inc. | 449 | $35.0K | 0.00% | +120+36.5% | Added |
| TSFG, LLC | 463 | $36.0K | 0.01% | +1+0.2% | Added |
| Raffa Wealth Management, LLC | 464 | $36.1K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 475 | $37.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 476 | $37.1K | 0.01% | +2+0.4% | Added |
| CoreCap Advisors, LLC | 487 | $37.9K | 0.00% | +487 | New |
| FIL Ltd | 501 | $39.0K | 0.00% | +83+19.9% | Added |
| Northwest Financial Advisors | 511 | $39.8K | 0.03% | +511 | New |
| Atlantic Trust, LLC | 511 | $39.8K | 0.01% | +3+0.6% | Added |
| Cedar Wealth Management, LLC | 534 | $41.6K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 552 | $43.0K | 0.01% | +3+0.5% | Added |
| Ashton Thomas Securities, LLC | 573 | $44.6K | 0.01% | +573 | New |
| Glen Eagle Advisors, LLC | 581 | $45.3K | 0.01% | +7+1.2% | Added |
| Washington Trust Co | 600 | $46.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 630 | $49.1K | 0.00% | −1,641−72.3% | Reduced |
| Stephens Consulting, LLC | 656 | $51.1K | 0.01% | +1+0.2% | Added |
| Center for Financial Planning, Inc. | 671 | $52.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 676 | $53.0K | 0.01% | +87+14.8% | Added |
| Indiana Trust & Investment Management CO | 681 | $53.1K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 692 | $53.9K | 0.00% | +192+38.4% | Added |
| Redmont Wealth Advisors LLC | 698 | $54.4K | 0.08% | 00.0% | Unchanged |
| ADAR1 Capital Management, LLC | 700 | $54.5K | 0.01% | +600+600.0% | Added |
| Gilliland Jeter Wealth Management LLC | 701 | $54.6K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 750 | $58.4K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 768 | $59.8K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 778 | $60.6K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 786 | $61.2K | 0.03% | −121−13.3% | Reduced |
| Eastern Bank | 792 | $61.7K | 0.00% | +792 | New |
| Pinnacle Holdings, LLC | 800 | $62.3K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 800 | $62.3K | 0.02% | −12−1.5% | Reduced |
| HHM Wealth Advisors, LLC | 838 | $65.3K | 0.01% | +68+8.8% | Added |
| Sound Income Strategies, LLC | 885 | $69.0K | 0.00% | −127−12.5% | Reduced |
| Banque Cantonale Vaudoise | 884 | $69.0K | 0.00% | −1,385−61.0% | Reduced |
| Rakuten Securities, Inc. | 890 | $69.3K | 0.03% | −391−30.5% | Reduced |
| Strengthening Families & Communities, LLC | 895 | $69.8K | 0.02% | +1+0.1% | Added |
| Centerpoint Advisors, LLC | 900 | $70.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 900 | $70.1K | 0.03% | +900 | New |
| Brown, Lisle/Cummings, Inc. | 908 | $70.7K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 912 | $71.1K | 0.02% | +912 | New |
| NBT Bank N A | 913 | $71.1K | 0.00% | +913 | New |
| Frazier Financial Advisors, LLC | 935 | $72.8K | 0.06% | −301−24.4% | Reduced |
| Beacon Capital Management, LLC | 936 | $72.9K | 0.01% | +136+17.0% | Added |
| Capital Analysts, LLC | 930 | $73.0K | 0.00% | +451+94.2% | Added |
| Centennial Bank | 960 | $74.8K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 978 | $76.2K | 0.02% | +978 | New |
| Farmers & Merchants Investments Inc | 1,000 | $77.9K | 0.00% | +1,000 | New |
| Continuum Advisory, LLC | 1,199 | $78.0K | 0.01% | +70+6.2% | Added |
| Knights of Columbus Asset Advisors LLC | 1,050 | $81.8K | 0.01% | +98+10.3% | Added |
| Great West Life Assurance Co | 1,047 | $82.0K | 0.00% | +258+32.7% | Added |
| Bruce G. Allen Investments, LLC | 1,073 | $83.6K | 0.06% | +213+24.8% | Added |
| New England Capital Financial Advisors LLC | 1,120 | $87.3K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,149 | $89.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,151 | $89.7K | 0.01% | +28+2.5% | Added |
| Pinnacle Bancorp, Inc. | 1,193 | $92.9K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,220 | $95.1K | 0.02% | +82+7.2% | Added |
| ORG Partners LLC | 1,220 | $95.1K | 0.02% | +252+26.0% | Added |
| Old Point Trust & Financial Services N A | 1,225 | $95.4K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,225 | $95.4K | 0.01% | 00.0% | Unchanged |