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 |
|---|---|---|---|---|---|
| Altus Wealth Management, LLC | 4,243 | $330.6K | 0.16% | 00.0% | Unchanged |
| Diversified, LLC | 4,249 | $331.0K | 0.04% | +36+0.9% | Added |
| Diversified Enterprises, LLC | 4,249 | $331.0K | 0.04% | +4,249 | New |
| Drive Wealth Management, LLC | 4,251 | $331.2K | 0.09% | +19+0.4% | Added |
| Arete Wealth Advisors, LLC | 4,274 | $333.0K | 0.03% | −7,346−63.2% | Reduced |
| Camden Capital, LLC | 4,279 | $333.4K | 0.04% | +827+24.0% | Added |
| Granite Group Advisors, LLC | 4,286 | $333.9K | 0.21% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4,298 | $334.9K | 0.13% | +276+6.9% | Added |
| Integrated Investment Consultants, LLC | 4,318 | $336.4K | 0.07% | +4,318 | New |
| Verition Fund Management LLC | 4,337 | $337.9K | 0.00% | −8,404−66.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,372 | $338.2K | 0.12% | +10.0% | Added |
| Cumberland Partners Ltd | 4,398 | $342.6K | 0.02% | +233+5.6% | Added |
| Clear Street Markets LLC | 2,447 | $343.0K | 0.22% | −68,349−96.5% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,426 | $344.8K | 0.15% | −93−2.1% | Reduced |
| Glenview Trust Co | 4,430 | $345.1K | 0.01% | −1,222−21.6% | Reduced |
| Capital Advisors Inc | 4,436 | $345.6K | 0.01% | −287−6.1% | Reduced |
| GenTrust, LLC | 4,451 | $346.8K | 0.02% | −2,785−38.5% | Reduced |
| Guardian Wealth Management, Inc. | 4,454 | $347.0K | 0.24% | +6+0.1% | Added |
| Siemens Fonds Invest GmbH | 9,834 | $347.0K | 0.03% | −725−6.9% | Reduced |
| Abel Hall, LLC | 4,483 | $349.3K | 0.23% | −130−2.8% | Reduced |
| Private Trust Co NA | 4,509 | $351.3K | 0.04% | +488+12.1% | Added |
| Patriot Investment Management Inc. | 4,522 | $352.3K | 0.03% | −365−7.5% | Reduced |
| Capital Investment Advisory Services, LLC | 4,527 | $352.7K | 0.03% | −18−0.4% | Reduced |
| Strategic Investment Solutions, Inc. | 4,577 | $356.6K | 0.11% | 00.0% | Unchanged |
| Stevard, LLC | 4,590 | $357.6K | 1.46% | −2,658−36.7% | Reduced |
| Angeles Investment Advisors, LLC | 4,590 | $357.6K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,619 | $358.0K | 0.02% | +471+11.4% | Added |
| Keudell/Morrison Wealth Management | 4,596 | $358.1K | 0.10% | −78−1.7% | Reduced |
| Atlantic Union Bankshares Corp | 4,616 | $359.6K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,622 | $360.1K | 0.01% | −825−15.1% | Reduced |
| Cypress Asset Management Inc | 4,645 | $361.9K | 0.09% | +1,520+48.6% | Added |
| Roberts Glore & Co Inc | 4,646 | $361.9K | 0.10% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 4,653 | $362.0K | 0.03% | −9−0.2% | Reduced |
| Optivise Advisory Services LLC | 4,652 | $362.4K | 0.19% | +7+0.2% | Added |
| Baldwin Investment Management, LLC | 4,656 | $362.7K | 0.05% | 00.0% | Unchanged |
| Willner & Heller, LLC | 4,658 | $362.9K | 0.32% | +23+0.5% | Added |
| Wrapmanager Inc | 4,693 | $365.6K | 0.09% | −473−9.2% | Reduced |
| Net Worth Advisory Group | 4,696 | $365.8K | 0.11% | +4,696 | New |
| Advisors Management Group Inc | 4,696 | $366.0K | 0.09% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,723 | $368.0K | 0.07% | +32+0.7% | Added |
| Merit Financial Group, LLC | 4,723 | $368.0K | 0.01% | −2,709−36.5% | Reduced |
| Golden State Equity Partners | 4,741 | $369.3K | 0.06% | +4,741 | New |
| Joel Isaacson & Co., LLC | 4,753 | $370.3K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,775 | $372.0K | 0.01% | −177−3.6% | Reduced |
| Wealthspire Advisors, LLC | 4,819 | $375.5K | 0.00% | +410+9.3% | Added |
| Great Diamond Partners, LLC | 4,871 | $379.5K | 0.10% | −1,491−23.4% | Reduced |
| Gateway Investment Advisers LLC | 4,883 | $380.4K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,916 | $383.0K | 0.01% | −1,043−17.5% | Reduced |
| Opal Wealth Advisors, LLC | 4,916 | $383.0K | 0.12% | +2,414+96.5% | Added |
| Peregrine Asset Advisers, Inc. | 4,931 | $384.2K | 0.13% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,938 | $384.7K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,940 | $384.9K | 0.01% | +4,940 | New |
| GM Advisory Group, Inc. | 4,968 | $387.1K | 0.02% | +123+2.5% | Added |
| Canopy Partners, LLC | 4,983 | $388.2K | 0.17% | −776−13.5% | Reduced |
| Lighthouse Investment Partners, LLC | 5,000 | $389.6K | 0.02% | −58,661−92.1% | Reduced |
| Noesis Capital Mangement Corp | 5,009 | $390.3K | 0.08% | 00.0% | Unchanged |
| PFG Investments, LLC | 5,044 | $393.0K | 0.03% | −37−0.7% | Reduced |
| FRG Family Wealth Advisors LLC | 5,050 | $393.4K | 0.07% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 5,054 | $393.7K | 0.02% | +9+0.2% | Added |
| Covenant Asset Management, LLC | 5,058 | $394.1K | 0.09% | −25−0.5% | Reduced |
| Grimes & Company, Inc. | 5,096 | $397.0K | 0.01% | −62−1.2% | Reduced |
| Lion Street Advisors, LLC | 5,112 | $398.3K | 0.14% | +1,650+47.7% | Added |
| Aprio Wealth Management, LLC | 5,162 | $402.1K | 0.06% | +860+20.0% | Added |
| Norinchukin Bank, The | 5,191 | $404.4K | 0.01% | +586+12.7% | Added |
| Advisor OS, LLC | 5,260 | $409.8K | 0.04% | −357−6.4% | Reduced |
| Focus Financial Network, Inc. | 5,295 | $412.5K | 0.02% | +441+9.1% | Added |
| Clark Capital Management Group, Inc. | 5,309 | $413.6K | 0.00% | −135−2.5% | Reduced |
| Diversified Trust Co | 5,321 | $414.6K | 0.01% | −9−0.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,329 | $415.2K | 0.03% | +5,329 | New |
| Nations Financial Group Inc, | 5,368 | $418.3K | 0.03% | +267+5.2% | Added |
| Institute for Wealth Management, LLC. | 5,392 | $420.1K | 0.05% | −51−0.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,395 | $420.4K | 0.11% | −181−3.2% | Reduced |
| Farther Finance Advisors, LLC | 5,401 | $420.8K | 0.02% | −208−3.7% | Reduced |
| Archford Capital Strategies, LLC | 5,407 | $422.3K | 0.06% | −1,252−18.8% | Reduced |
| Baron Wealth Management LLC | 5,422 | $422.4K | 0.20% | −43−0.8% | Reduced |
| E Fund Management Co., Ltd. | 5,432 | $423.2K | 0.02% | +454+9.1% | Added |
| GAMMA Investing LLC | 5,433 | $423.3K | 0.04% | +887+19.5% | Added |
| Pointe Capital Management LLC | 5,454 | $424.9K | 0.25% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,458 | $425.3K | 0.01% | +1,180+27.6% | Added |
| Connecticut Wealth Management, LLC | 5,481 | $427.0K | 0.02% | −331−5.7% | Reduced |
| J.W. Cole Advisors, Inc. | 5,506 | $429.0K | 0.02% | −48−0.9% | Reduced |
| Atlas Capital Advisors LLC | 5,509 | $429.2K | 0.07% | +300+5.8% | Added |
| Gallacher Capital Management LLC | 5,543 | $431.9K | 0.20% | +409+8.0% | Added |
| Northstar Group, Inc. | 5,566 | $433.6K | 0.08% | −175−3.0% | Reduced |
| Spinnaker Investment Group, LLC | 5,580 | $434.7K | 0.11% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,660 | $440.9K | 0.01% | −198−3.4% | Reduced |
| KCM Investment Advisors LLC | 5,672 | $441.9K | 0.01% | −171−2.9% | Reduced |
| Wolverine Trading, LLC | 5,705 | $442.8K | 0.01% | +2,608+84.2% | Added |
| GDS Wealth Management | 5,709 | $444.8K | 0.04% | −448−7.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,719 | $446.0K | 0.10% | −171−2.9% | Reduced |
| Wilkinson Global Asset Management LLC | 5,740 | $447.2K | 0.03% | −373−6.1% | Reduced |
| XML Financial, LLC | 5,748 | $447.8K | 0.04% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 5,768 | $449.4K | 0.88% | +1,137+24.6% | Added |
| Quotient Wealth Partners, LLC | 5,787 | $450.9K | 0.01% | +226+4.1% | Added |
| GPS Wealth Strategies Group, LLC | 5,788 | $450.9K | 0.06% | +70+1.2% | Added |
| Pine Valley Investments Ltd Liability Co | 5,805 | $452.3K | 0.03% | +10.0% | Added |
| Chicago Capital, LLC | 5,806 | $452.3K | 0.01% | −723−11.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 5,808 | $452.5K | 0.01% | +5,808 | New |
| MMBG Investment Advisors Co. | 5,809 | $452.6K | 0.05% | +5,809 | New |
| Choate Investment Advisors | 5,820 | $453.4K | 0.01% | +557+10.6% | Added |