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 |
|---|---|---|---|---|---|
| Everett Harris & Co | 3,002 | $233.9K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 3,000 | $234.0K | 0.00% | +3,000 | New |
| E&G Advisors, LP | 3,010 | $234.5K | 0.06% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 3,008 | $234.6K | 0.08% | −71−2.3% | Reduced |
| Xponance, Inc. | 3,031 | $236.1K | 0.00% | +3,031 | New |
| Woodley Farra Manion Portfolio Management Inc | 3,039 | $236.8K | 0.01% | +33+1.1% | Added |
| Long Run Wealth Advisors, LLC | 3,042 | $237.0K | 0.06% | +4+0.1% | Added |
| BKD Wealth Advisors, LLC | 3,056 | $238.1K | 0.01% | −115−3.6% | Reduced |
| Aureus Asset Management, LLC | 3,058 | $238.2K | 0.02% | −494−13.9% | Reduced |
| Carr Financial Group Corp | 3,063 | $238.6K | 0.07% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 3,065 | $238.9K | 0.01% | +3,065 | New |
| UMA Financial Services, Inc. | 3,069 | $238.9K | 0.04% | +500+19.5% | Added |
| Garden State Investment Advisory Services LLC | 3,071 | $239.3K | 0.08% | +10.0% | Added |
| Mather Group, LLC. | 3,088 | $240.6K | 0.00% | −701−18.5% | Reduced |
| Montecito Bank & Trust | 3,090 | $240.7K | 0.04% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,091 | $240.8K | 0.15% | −269−8.0% | Reduced |
| Legacy Wealth Management, LLC | 3,102 | $241.7K | 0.09% | +3,102 | New |
| Prudent Man Advisors, LLC | 3,110 | $242.3K | 0.08% | +16+0.5% | Added |
| Penserra Capital Management LLC | 3,126 | $243.0K | 0.01% | −27,717−89.9% | Reduced |
| Blackhawk Capital Partners LLC. | 3,151 | $245.5K | 0.13% | +3,151 | New |
| Grant/GrossMendelsohn, LLC | 3,160 | $246.2K | 0.11% | −77−2.4% | Reduced |
| Youngs Advisory Group, Inc. | 3,169 | $247.0K | 0.10% | 00.0% | Unchanged |
| Breakwater Capital Group | 3,176 | $247.4K | 0.05% | +523+19.7% | Added |
| Hardy Reed LLC | 3,182 | $247.9K | 0.02% | +178+5.9% | Added |
| WR Wealth Planners, LLC | 3,183 | $248.0K | 0.07% | +10.0% | Added |
| Sunpointe, LLC | 3,190 | $248.5K | 0.20% | −229−6.7% | Reduced |
| Talisman Wealth Advisors LLC | 3,205 | $248.9K | 0.26% | −13−0.4% | Reduced |
| Patton Albertson Miller Group, LLC | 3,211 | $250.2K | 0.03% | +25+0.8% | Added |
| Beaumont Financial Advisors, LLC | 3,226 | $251.3K | 0.02% | +19+0.6% | Added |
| Chapin Davis, Inc. | 3,227 | $251.4K | 0.08% | +50+1.6% | Added |
| SRS Capital Advisors, Inc. | 3,227 | $251.4K | 0.02% | +45+1.4% | Added |
| LaSalle St. Investment Advisors, LLC | 3,260 | $254.0K | 0.10% | +36+1.1% | Added |
| Horizon Family Wealth, Inc. | 3,310 | $257.8K | 0.18% | +69+2.1% | Added |
| Meadow Creek Wealth Advisors LLC | 3,342 | $260.4K | 0.21% | −10.0% | Reduced |
| National Philanthropic Trust | 3,343 | $260.5K | 0.00% | +13+0.4% | Added |
| Avenue 1 Advisors, LLC | 3,346 | $260.7K | 0.10% | −49−1.4% | Reduced |
| FC Advisory LLC | 3,359 | $261.7K | 0.09% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,382 | $263.3K | 0.01% | +50+1.5% | Added |
| NWF Advisory Services Inc. | 3,395 | $264.5K | 0.04% | +3,395 | New |
| Independent Advisor Alliance | 3,405 | $265.3K | 0.01% | −20−0.6% | Reduced |
| Cable Hill Partners, LLC | 3,411 | $265.8K | 0.03% | −71−2.0% | Reduced |
| CWA Asset Management Group, LLC | 3,412 | $265.8K | 0.01% | +3,412 | New |
| Blueshift Asset Management, LLC | 3,443 | $268.2K | 0.07% | +3,443 | New |
| Northcape Wealth Management, LLC | 3,450 | $268.8K | 0.09% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,485 | $271.5K | 0.02% | +70+2.0% | Added |
| American National Bank | 3,495 | $272.3K | 0.03% | −1,496−30.0% | Reduced |
| Blue Barn Wealth, LLC | 3,504 | $273.0K | 0.14% | +136+4.0% | Added |
| Garner Asset Management Corp | 3,497 | $273.0K | 0.13% | +10.0% | Added |
| Strategic Advisors LLC | 3,524 | $274.6K | 0.05% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 3,529 | $274.9K | 0.02% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,559 | $275.3K | 0.01% | +565+18.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,586 | $279.4K | 0.08% | +1,700+90.1% | Added |
| Hudock, Inc. | 3,603 | $280.7K | 0.05% | 00.0% | Unchanged |
| Wexford Capital LP | 3,605 | $280.9K | 0.07% | −7,859−68.6% | Reduced |
| Widmann Financial Services, Inc. | 3,611 | $281.3K | 0.21% | +400+12.5% | Added |
| Alpine Bank Wealth Management | 3,619 | $282.0K | 0.05% | +3,619 | New |
| Park Place Capital Corp | 3,642 | $283.7K | 0.08% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 3,664 | $285.5K | 0.00% | −4,259−53.8% | Reduced |
| WMS Partners, LLC | 3,678 | $286.6K | 0.02% | +493+15.5% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,681 | $286.8K | 0.07% | +8+0.2% | Added |
| Philadelphia Trust Co | 3,686 | $287.0K | 0.02% | −212−5.4% | Reduced |
| Warther Private Wealth, LLC | 3,698 | $288.1K | 0.10% | −500−11.9% | Reduced |
| Gilman Hill Asset Management, LLC | 3,703 | $288.5K | 0.05% | +1,125+43.6% | Added |
| Canal Capital Management, LLC | 3,725 | $290.2K | 0.05% | +126+3.5% | Added |
| Foster Victor Wealth Advisors, LLC | 3,759 | $291.3K | 0.02% | +437+13.2% | Added |
| Wolverine Asset Management LLC | 3,743 | $291.6K | 0.01% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,769 | $293.6K | 0.10% | +3,769 | New |
| Princeton Global Asset Management LLC | 3,793 | $295.5K | 0.06% | −155−3.9% | Reduced |
| Moody National Bank Trust Division | 3,798 | $295.9K | 0.03% | +3,798 | New |
| SevenBridge Financial Group, LLC | 4,579 | $296.7K | 0.06% | +325+7.6% | Added |
| Veracity Capital LLC | 3,833 | $298.6K | 0.11% | +164+4.5% | Added |
| Waldron Private Wealth LLC | 3,838 | $299.0K | 0.01% | +314+8.9% | Added |
| First Long Island Investors, LLC | 3,841 | $299.3K | 0.02% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 3,856 | $300.4K | 0.10% | 00.0% | Unchanged |
| Kendall Capital Management | 3,886 | $302.8K | 0.09% | −25−0.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,894 | $303.4K | 0.10% | +20+0.5% | Added |
| Pinnacle Financial Partners Inc | 3,908 | $304.5K | 0.01% | +953+32.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,925 | $305.8K | 0.01% | −907−18.8% | Reduced |
| Aigen Investment Management, LP | 3,950 | $307.7K | 0.06% | +3,950 | New |
| Thrive Wealth Management, LLC | 3,983 | $310.3K | 0.06% | +22+0.6% | Added |
| Sandler Capital Management | 4,000 | $311.6K | 0.06% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 4,007 | $312.2K | 0.10% | +11+0.3% | Added |
| Centaurus Financial, Inc. | 4,037 | $315.0K | 0.02% | +1,700+72.7% | Added |
| Kolinsky Wealth Management, LLC | 4,052 | $315.7K | 0.21% | +400+11.0% | Added |
| Holistic Financial Partners | 4,080 | $317.9K | 0.15% | −1,751−30.0% | Reduced |
| Affinity Wealth Management LLC | 4,097 | $319.2K | 0.06% | −6,000−59.4% | Reduced |
| First Financial Bank - Trust Division | 4,100 | $319.4K | 0.03% | +42+1.0% | Added |
| American Trust | 4,102 | $319.6K | 0.03% | −285−6.5% | Reduced |
| Visionary Wealth Advisors | 4,116 | $320.7K | 0.02% | −10−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 4,127 | $321.2K | 0.01% | −171−4.0% | Reduced |
| Spears Abacus Advisors LLC | 4,126 | $321.5K | 0.01% | +816+24.7% | Added |
| Thompson Siegel & Walmsley LLC | 4,131 | $322.0K | 0.00% | 00.0% | Unchanged |
| Bank of Stockton | 4,142 | $322.7K | 0.10% | +1,356+48.7% | Added |
| Legal Advantage Investments, Inc. | 4,150 | $323.3K | 0.18% | −200−4.6% | Reduced |
| Seven Mile Advisory | 4,172 | $325.0K | 0.22% | +751+22.0% | Added |
| Cetera Trust Company, N.A | 4,175 | $325.3K | 0.20% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 4,184 | $326.0K | 0.16% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 4,249 | $327.0K | 0.03% | −83−1.9% | Reduced |
| NBC Securities, Inc. | 4,223 | $329.0K | 0.03% | −21−0.5% | Reduced |
| Howard Financial Services, Ltd. | 4,240 | $330.3K | 0.05% | 00.0% | Unchanged |