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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 5,830 | $454.2K | 0.11% | +382+7.0% | Added |
| IFP Advisors, Inc | 5,848 | $455.7K | 0.02% | +122+2.1% | Added |
| Channing Global Advisors, LLC | 5,864 | $456.9K | 0.39% | −684−10.4% | Reduced |
| GTS Securities LLC | 5,876 | $457.8K | 0.01% | −4,140−41.3% | Reduced |
| Hilltop National Bank | 5,896 | $459.4K | 0.14% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 5,900 | $459.7K | 0.08% | −159−2.6% | Reduced |
| Daymark Wealth Partners, LLC | 5,924 | $461.6K | 0.02% | +75+1.3% | Added |
| ICONIQ Capital, LLC | 5,941 | $462.9K | 0.01% | +5,941 | New |
| Marex Group plc | 6,000 | $467.5K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 6,014 | $468.6K | 0.15% | +114+1.9% | Added |
| Haverford Trust Co | 6,047 | $471.1K | 0.00% | −31−0.5% | Reduced |
| Buckingham Strategic Partners | 6,094 | $474.8K | 0.01% | +1,938+46.6% | Added |
| Cromwell Holdings LLC | 6,119 | $476.7K | 0.31% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 6,138 | $478.2K | 0.13% | +188+3.2% | Added |
| New England Research & Management, Inc. | 6,150 | $479.0K | 0.22% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 6,166 | $480.4K | 0.00% | +711+13.0% | Added |
| Simplicity Wealth,LLC | 6,189 | $482.2K | 0.04% | −63,412−91.1% | Reduced |
| Traveka Wealth, LLC | 6,211 | $483.9K | 0.25% | +195+3.2% | Added |
| Kathmere Capital Management, LLC | 6,220 | $484.6K | 0.05% | +719+13.1% | Added |
| EverSource Wealth Advisors, LLC | 6,222 | $484.7K | 0.03% | +105+1.7% | Added |
| Axq Capital, LP | 6,244 | $486.5K | 0.15% | +360+6.1% | Added |
| Aspen Grove Capital, LLC | 6,277 | $489.0K | 0.11% | +290+4.8% | Added |
| Capital Asset Advisory Services LLC | 6,376 | $490.2K | 0.02% | −325−4.9% | Reduced |
| Prudential PLC | 6,310 | $491.6K | 0.00% | −100−1.6% | Reduced |
| First Western Trust Bank | 6,314 | $491.9K | 0.02% | +41+0.7% | Added |
| Simon Quick Advisors, LLC | 6,354 | $495.1K | 0.03% | +192+3.1% | Added |
| Omers Administration Corp | 6,400 | $498.6K | 0.00% | +6,400 | New |
| First Manhattan Co | 6,425 | $500.6K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,455 | $502.9K | 0.01% | +505+8.5% | Added |
| Significant Wealth Partners LLC | 6,469 | $504.0K | 0.26% | +109+1.7% | Added |
| McLean Asset Management Corp | 6,508 | $504.2K | 0.15% | −42−0.6% | Reduced |
| Brown Brothers Harriman & Co | 6,506 | $506.9K | 0.00% | +444+7.3% | Added |
| BKM Wealth Management, LLC | 6,550 | $510.3K | 0.21% | −33,385−83.6% | Reduced |
| Argent Trust Co | 6,551 | $510.4K | 0.02% | −585−8.2% | Reduced |
| Koshinski Asset Management, Inc. | 6,611 | $515.1K | 0.04% | −220−3.2% | Reduced |
| Bradley Foster & Sargent Inc | 6,612 | $515.1K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 6,617 | $515.5K | 0.04% | +7+0.1% | Added |
| Crumly & Associates Inc. | 6,644 | $517.6K | 0.14% | +143+2.2% | Added |
| Toroso Investments, LLC | 6,649 | $518.0K | 0.01% | +362+5.8% | Added |
| Johnson Investment Counsel Inc | 6,661 | $518.9K | 0.01% | −483−6.8% | Reduced |
| Stratos Wealth Advisors, LLC | 6,699 | $521.9K | 0.02% | +133+2.0% | Added |
| Spire Wealth Management | 6,737 | $524.9K | 0.02% | −182−2.6% | Reduced |
| Financial Counselors Inc | 6,833 | $532.4K | 0.01% | +287+4.4% | Added |
| Stock Yards Bank & Trust Co | 6,892 | $537.0K | 0.02% | +72+1.1% | Added |
| Sage Mountain Advisors LLC | 6,901 | $537.7K | 0.05% | +411+6.3% | Added |
| Cohen Investment Advisors LLC | 6,969 | $543.0K | 0.33% | −1,554−18.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,996 | $545.1K | 0.11% | −1,222−14.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,000 | $545.4K | 0.02% | −19−0.3% | Reduced |
| Prospector Partners LLC | 7,055 | $549.7K | 0.06% | +355+5.3% | Added |
| Gradient Investments LLC | 7,071 | $550.9K | 0.01% | −71−1.0% | Reduced |
| Fruth Investment Management | 7,098 | $553.0K | 0.14% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 7,147 | $556.8K | 0.48% | +7,147 | New |
| Sivia Capital Partners, LLC | 7,164 | $558.1K | 0.33% | +486+7.3% | Added |
| Fiduciary Trust Co | 7,184 | $559.7K | 0.01% | +113+1.6% | Added |
| Moors & Cabot, Inc. | 7,191 | $560.2K | 0.03% | +121+1.7% | Added |
| Phillips Wealth Planners LLC | 7,200 | $563.8K | 0.54% | −3,314−31.5% | Reduced |
| LVM Capital Management Ltd | 7,300 | $569.0K | 0.06% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,314 | $569.8K | 0.08% | +375+5.4% | Added |
| Miracle Mile Advisors, LLC | 7,327 | $570.8K | 0.01% | −998−12.0% | Reduced |
| NFJ Investment Group, LLC | 7,392 | $575.9K | 0.02% | −378−4.9% | Reduced |
| Parnassus Investments | 7,406 | $577.0K | 0.00% | −2,606−26.0% | Reduced |
| Grandfield & Dodd, LLC | 7,426 | $578.6K | 0.03% | −1,455−16.4% | Reduced |
| Everpar Advisors LLC | 7,455 | $580.8K | 0.30% | −137−1.8% | Reduced |
| Marcum Wealth, LLC | 7,457 | $581.0K | 0.05% | −1,418−16.0% | Reduced |
| Wedbush Securities Inc | 7,496 | $584.0K | 0.02% | −15,566−67.5% | Reduced |
| Fca Corp | 7,500 | $584.3K | 0.18% | 00.0% | Unchanged |
| Monetary Management Group Inc | 7,500 | $584.3K | 0.15% | +2,000+36.4% | Added |
| Ameritas Advisory Services, LLC | 7,538 | $587.3K | 0.03% | −6,034−44.5% | Reduced |
| Centiva Capital, LP | 7,551 | $588.3K | 0.03% | +7,551 | New |
| ICICI Prudential Asset Management Co Ltd | 7,601 | $592.2K | 0.06% | +1,205+18.8% | Added |
| Banco de Sabadell, S.A | 7,584 | $593.0K | 0.44% | +560+8.0% | Added |
| First Affirmative Financial Network | 7,616 | $593.3K | 0.32% | +2,124+38.7% | Added |
| Autumn Glory Partners, LLC | 7,359 | $594.2K | 0.23% | +7,359 | New |
| Summit Trail Advisors, LLC | 7,675 | $597.9K | 0.01% | −922−10.7% | Reduced |
| AA Financial Advisors, LLC | 7,710 | $600.7K | 0.17% | +752+10.8% | Added |
| Key Financial Inc | 7,717 | $601.3K | 0.13% | +6+0.1% | Added |
| Sunbelt Securities, Inc. | 7,740 | $603.1K | 0.06% | +37+0.5% | Added |
| Journey Strategic Wealth LLC | 7,873 | $613.4K | 0.02% | +1,963+33.2% | Added |
| Lindbrook Capital, LLC | 7,889 | $614.6K | 0.05% | −692−8.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 7,900 | $615.0K | 0.02% | +7,900 | New |
| Jump Financial, LLC | 7,990 | $622.5K | 0.01% | −23,561−74.7% | Reduced |
| Ar Asset Management Inc | 8,000 | $623.0K | 0.14% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 8,022 | $625.0K | 0.03% | +109+1.4% | Added |
| Wick Capital Partners, LLC | 8,033 | $625.8K | 0.20% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 8,045 | $626.8K | 0.32% | −25−0.3% | Reduced |
| Nwam LLC | 8,047 | $627.0K | 0.04% | +8,047 | New |
| Equitable Holdings, Inc. | 8,052 | $627.3K | 0.01% | +1,969+32.4% | Added |
| HBK Sorce Advisory LLC | 8,125 | $633.0K | 0.02% | −703−8.0% | Reduced |
| Accurate Wealth Management, LLC | 8,188 | $637.4K | 0.13% | +224+2.8% | Added |
| Pensionmark Financial Group, LLC | 8,267 | $644.1K | 0.02% | +4,430+115.5% | Added |
| Warren Averett Asset Management, LLC | 8,274 | $644.6K | 0.01% | −397−4.6% | Reduced |
| 180 Wealth Advisors, LLC | 8,297 | $646.4K | 0.10% | −14−0.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 8,300 | $646.7K | 0.29% | +1,540+22.8% | Added |
| Mission Wealth Management, LP | 8,303 | $646.9K | 0.02% | +342+4.3% | Added |
| First City Capital Management, Inc. | 8,313 | $647.7K | 0.33% | 00.0% | Unchanged |
| Coastline Trust Co | 8,320 | $648.2K | 0.08% | 00.0% | Unchanged |
| AE Wealth Management LLC | 8,352 | $650.7K | 0.01% | +692+9.0% | Added |
| Columbia Asset Management | 8,485 | $661.0K | 0.12% | −209−2.4% | Reduced |
| STF Management LP | 8,486 | $661.1K | 0.30% | −768−8.3% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 8,496 | $661.9K | 0.13% | 00.0% | Unchanged |