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 | 1,388 | $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, 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 |
|---|---|---|---|---|---|
| Accent Capital Management, LLC | 1,241 | $96.7K | 0.06% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,246 | $97.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,279 | $99.6K | 0.01% | +893+231.3% | Added |
| Dougherty Wealth Advisers LLC | 1,290 | $100.5K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,331 | $101.0K | 0.00% | +1,331 | New |
| Quent Capital, LLC | 1,387 | $108.1K | 0.01% | +35+2.6% | Added |
| Bartlett & Co. Wealth Management LLC | 1,410 | $109.9K | 0.00% | −169−10.7% | Reduced |
| Salem Investment Counselors Inc | 1,411 | $109.9K | 0.00% | +36+2.6% | Added |
| Armstrong Advisory Group, Inc | 1,419 | $110.6K | 0.01% | −43−2.9% | Reduced |
| New Millennium Group LLC | 1,426 | $111.1K | 0.07% | −28,749−95.3% | Reduced |
| MB, Levis & Associates, LLC | 1,460 | $113.8K | 0.06% | +9+0.6% | Added |
| Luken Investment Analytics, LLC | 1,500 | $116.9K | 0.05% | 00.0% | Unchanged |
| Bollard Group LLC | 1,510 | $118.0K | 0.00% | +9+0.6% | Added |
| Hills Bank & Trust Co | 1,540 | $120.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,540 | $120.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 1,554 | $120.6K | 0.02% | +75+5.1% | Added |
| Kozak & Associates, Inc. | 1,540 | $120.6K | 0.03% | +9+0.6% | Added |
| Avalon Trust Co | 1,550 | $120.8K | 0.01% | −1,200−43.6% | Reduced |
| Independence Bank of Kentucky | 1,606 | $125.1K | 0.03% | +91+6.0% | Added |
| Halpern Financial, Inc. | 1,588 | $126.4K | 0.03% | −239−13.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,652 | $128.7K | 0.01% | +357+27.6% | Added |
| Addison Advisors LLC | 1,743 | $135.8K | 0.04% | +186+11.9% | Added |
| Jaffetilchin Investment Partners, LLC | 1,770 | $137.9K | 0.01% | +1,770 | New |
| Financial Perspectives, Inc | 1,785 | $139.1K | 0.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,800 | $140.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,808 | $140.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,828 | $143.0K | 0.07% | +116+6.8% | Added |
| Beaird Harris Wealth Management, LLC | 1,851 | $144.2K | 0.01% | −1−0.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,900 | $148.0K | 0.10% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,956 | $152.0K | 0.04% | −9−0.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,953 | $152.2K | 0.02% | −68−3.4% | Reduced |
| Reuter James Wealth Management, LLC | 1,977 | $154.0K | 0.03% | +1,977 | New |
| Mendota Financial Group, LLC | 1,989 | $155.0K | 0.07% | −235−10.6% | Reduced |
| Investors Research Corp | 2,020 | $157.4K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,058 | $160.3K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,221 | $173.0K | 0.03% | +51+2.4% | Added |
| Eagle Bay Advisors LLC | 1,262 | $175.9K | 0.07% | +1,013+406.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,287 | $178.2K | 0.01% | −213−8.5% | Reduced |
| Rise Advisors, LLC | 2,316 | $180.4K | 0.09% | +14+0.6% | Added |
| JFS Wealth Advisors, LLC | 2,372 | $184.8K | 0.01% | +56+2.4% | Added |
| Close Asset Management Ltd | 2,400 | $187.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,500 | $194.8K | 0.02% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 2,570 | $200.2K | 0.04% | 00.0% | Unchanged |
| FMB Wealth Management | 2,579 | $200.9K | 0.11% | −122−4.5% | Reduced |
| First Citizens Financial Corp | 2,596 | $202.3K | 0.11% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,600 | $202.6K | 0.06% | −3,269−55.7% | Reduced |
| Baker Avenue Asset Management, LP | 2,602 | $202.7K | 0.01% | +2,602 | New |
| Aptus Capital Advisors, LLC | 2,606 | $203.0K | 0.00% | −3−0.1% | Reduced |
| Jefferies Financial Group Inc. | 2,607 | $203.1K | 0.00% | +2,607 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,608 | $203.2K | 0.01% | +2,608 | New |
| Kapstone Financial Advisors LLC | 2,618 | $203.2K | 0.12% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,611 | $203.5K | 0.00% | −236−8.3% | Reduced |
| Main Street Financial Solutions, LLC | 2,615 | $203.8K | 0.02% | −302−10.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,618 | $204.0K | 0.05% | +2,618 | New |
| Navalign, LLC | 2,625 | $204.5K | 0.06% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,646 | $206.2K | 0.14% | +2,646 | New |
| Saxony Capital Management, LLC | 2,648 | $206.3K | 0.19% | +2,648 | New |
| Cypress Capital Group | 2,650 | $206.5K | 0.02% | +2,650 | New |
| BSW Wealth Partners | 2,655 | $206.9K | 0.03% | −697−20.8% | Reduced |
| Fermata Advisors, LLC | 2,655 | $206.9K | 0.04% | +2,655 | New |
| Evoke Wealth, LLC | 2,661 | $207.3K | 0.01% | +2,661 | New |
| Hoxton Planning & Management, LLC | 2,662 | $207.4K | 0.08% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,664 | $207.5K | 0.02% | +14+0.5% | Added |
| Kingswood Wealth Advisors, LLC | 2,670 | $208.0K | 0.01% | +2,670 | New |
| Savvy Advisors, Inc. | 2,711 | $211.2K | 0.04% | +2,711 | New |
| Change Path, LLC | 2,712 | $211.3K | 0.01% | +2,712 | New |
| Beck Mack & Oliver LLC | 2,713 | $211.4K | 0.00% | 00.0% | Unchanged |
| Fiera Capital Corp | 2,714 | $211.4K | 0.00% | −170−5.9% | Reduced |
| Boston Financial Mangement LLC | 2,721 | $212.0K | 0.01% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 2,729 | $212.6K | 0.03% | −634−18.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 2,743 | $213.7K | 0.12% | +6+0.2% | Added |
| WorthPointe, LLC | 2,746 | $213.9K | 0.09% | +2,746 | New |
| FineMark National Bank & Trust | 2,747 | $214.0K | 0.01% | +2,747 | New |
| Tucker Asset Management LLC | 2,755 | $214.6K | 0.05% | +539+24.3% | Added |
| Lynx Investment Advisory | 2,786 | $217.1K | 0.16% | +106+4.0% | Added |
| Sonora Investment Management Group, LLC | 2,795 | $217.8K | 0.02% | +2,795 | New |
| Wealth Alliance Advisory Group, LLC | 2,800 | $218.1K | 0.05% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 2,800 | $218.1K | 0.17% | +2,800 | New |
| MONECO Advisors, LLC | 2,811 | $219.0K | 0.03% | +219+8.4% | Added |
| Custom Index Systems, LLC | 2,812 | $219.1K | 0.12% | +55+2.0% | Added |
| LRI Investments, LLC | 3,388 | $220.4K | 0.02% | +68+2.0% | Added |
| Fairfield Financial Advisors, LTD | 2,832 | $220.6K | 0.08% | −146−4.9% | Reduced |
| DMG Group, LLC | 2,837 | $221.0K | 0.18% | −1,044−26.9% | Reduced |
| Sequent Asset Management, LLC | 2,846 | $221.7K | 0.11% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 2,860 | $222.8K | 0.03% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,863 | $223.1K | 0.13% | +2,863 | New |
| Tyler-Stone Wealth Management | 2,869 | $223.5K | 0.04% | +1,474+105.7% | Added |
| Kovack Advisors, Inc. | 2,871 | $223.7K | 0.02% | −189−6.2% | Reduced |
| Gladstone Institutional Advisory LLC | 2,893 | $225.4K | 0.01% | +199+7.4% | Added |
| Massachusetts Wealth Management | 2,900 | $225.9K | 0.14% | 00.0% | Unchanged |
| SFMG, LLC | 2,915 | $227.1K | 0.02% | +100+3.6% | Added |
| Asset Dedication, LLC | 2,923 | $227.7K | 0.02% | +374+14.7% | Added |
| SFG Wealth Management, LLC. | 2,933 | $228.5K | 0.12% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,942 | $229.2K | 0.03% | +50+1.7% | Added |
| Biltmore Family Office, LLC | 2,955 | $230.2K | 0.04% | +2,955 | New |
| Oxbow Advisors, LLC | 2,958 | $230.5K | 0.02% | +2,958 | New |
| Full Sail Capital, LLC | 2,970 | $231.4K | 0.01% | −1,603−35.1% | Reduced |
| Claro Advisors LLC | 2,988 | $232.8K | 0.03% | +2,988 | New |
| Brighton Jones LLC | 2,993 | $233.2K | 0.01% | −1,409−32.0% | Reduced |
| Prairie Sky Financial Group LLC | 3,000 | $233.7K | 0.13% | 00.0% | Unchanged |