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 |
|---|---|---|---|---|---|
| Bray Capital Advisors | 8,500 | $662.2K | 0.16% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 8,578 | $668.3K | 0.02% | −53−0.6% | Reduced |
| Liberty One Investment Management, LLC | 8,658 | $674.5K | 0.07% | −352−3.9% | Reduced |
| Paragon Capital Management Inc | 8,696 | $677.5K | 0.50% | +8,696 | New |
| Harbour Investments, Inc. | 8,805 | $686.2K | 0.02% | +160+1.9% | Added |
| Howland Capital Management LLC | 8,814 | $686.7K | 0.03% | −776−8.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,836 | $688.4K | 0.02% | +40+0.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,836 | $688.4K | 0.05% | +8,836 | New |
| Five Oceans Advisors | 8,876 | $691.5K | 0.33% | +719+8.8% | Added |
| Heritage Wealth Management, Inc. | 8,900 | $693.4K | 0.23% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 8,919 | $694.9K | 0.23% | +345+4.0% | Added |
| Allianz Asset Management GmbH | 8,988 | $700.3K | 0.00% | +2,733+43.7% | Added |
| Norden Group LLC | 8,995 | $700.8K | 0.08% | +4,063+82.4% | Added |
| Smartleaf Asset Management LLC | 9,075 | $704.4K | 0.09% | +2,252+33.0% | Added |
| Eagle Strategies LLC | 9,071 | $706.7K | 0.13% | −1,139−11.2% | Reduced |
| Oakworth Capital, Inc. | 9,079 | $707.3K | 0.05% | −320−3.4% | Reduced |
| Bank of Hawaii | 9,088 | $708.0K | 0.03% | −1,335−12.8% | Reduced |
| Nilsine Partners, LLC | 9,109 | $709.7K | 0.09% | −140−1.5% | Reduced |
| Heritage Family Offices, LLP | 9,132 | $711.5K | 0.37% | +31+0.3% | Added |
| Legacy Capital Wealth Partners, LLC | 9,240 | $719.9K | 0.14% | +212+2.3% | Added |
| Portside Wealth Group, LLC | 9,276 | $722.7K | 0.12% | +2,545+37.8% | Added |
| Courier Capital LLC | 9,317 | $725.9K | 0.05% | −400−4.1% | Reduced |
| Fulton Bank, N.A. | 9,329 | $726.8K | 0.03% | +211+2.3% | Added |
| PDS Planning, Inc | 9,335 | $727.3K | 0.07% | −2,048−18.0% | Reduced |
| Advisors Capital Management, LLC | 9,338 | $728.0K | 0.01% | +721+8.4% | Added |
| Congress Wealth Management LLC | 9,357 | $729.1K | 0.01% | +9,357 | New |
| Hilltop Holdings Inc. | 9,368 | $729.8K | 0.05% | +9,368 | New |
| New Century Financial Group, LLC | 9,400 | $732.3K | 0.27% | +4,800+104.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 9,430 | $734.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 9,546 | $743.6K | 0.02% | −1,491−13.5% | Reduced |
| Icon Wealth Advisors, LLC | 9,553 | $744.3K | 0.06% | −9−0.1% | Reduced |
| Aries Wealth Management | 9,578 | $746.2K | 0.21% | −892−8.5% | Reduced |
| 1620 Investment Advisors, Inc. | 9,646 | $751.5K | 0.55% | −34−0.4% | Reduced |
| Frank, Rimerman Advisors LLC | 9,756 | $760.1K | 0.05% | −38−0.4% | Reduced |
| Insigneo Advisory Services, LLC | 9,802 | $763.7K | 0.08% | +1,579+19.2% | Added |
| Legacy Financial Advisors, Inc. | 9,813 | $764.5K | 0.13% | +490+5.3% | Added |
| Summit Financial, LLC | 9,840 | $766.6K | 0.03% | +4,224+75.2% | Added |
| Driehaus Capital Management LLC | 9,942 | $774.6K | 0.01% | −3,213−24.4% | Reduced |
| Bridgewater Advisors Inc. | 10,333 | $777.3K | 0.08% | +19+0.2% | Added |
| Jacobi Capital Management LLC | 10,033 | $781.7K | 0.06% | +72+0.7% | Added |
| Strategic Global Advisors, LLC | 10,091 | $786.2K | 0.15% | +5,137+103.7% | Added |
| Rehmann Capital Advisory Group | 10,027 | $788.0K | 0.05% | +175+1.8% | Added |
| Clearstead Advisors, LLC | 10,187 | $793.6K | 0.01% | −310−3.0% | Reduced |
| WESPAC Advisors, LLC | 10,190 | $793.9K | 0.59% | −652−6.0% | Reduced |
| Clarius Group, LLC | 10,208 | $795.3K | 0.06% | −2,962−22.5% | Reduced |
| Proficio Capital Partners LLC | 10,208 | $795.3K | 0.08% | −806−7.3% | Reduced |
| Moloney Securities Asset Management, LLC | 10,298 | $802.3K | 0.11% | −269−2.5% | Reduced |
| Wedmont Private Capital | 10,517 | $808.4K | 0.05% | +892+9.3% | Added |
| Gibbs Wealth Management | 10,378 | $808.5K | 0.26% | +10,378 | New |
| Alera Investment Advisors, LLC | 10,517 | $819.4K | 0.10% | −715−6.4% | Reduced |
| Twin Tree Management, LP | 10,544 | $821.5K | 0.02% | −48,179−82.0% | Reduced |
| Berkshire Asset Management LLC | 10,565 | $824.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10,607 | $826.4K | 0.02% | −1,401−11.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,618 | $827.2K | 0.02% | +652+6.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $827.5K | 0.24% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 10,629 | $828.1K | 0.01% | +10,629 | New |
| Hartford Funds Management Co LLC | 10,640 | $828.9K | 0.08% | +251+2.4% | Added |
| Voya Financial Advisors, Inc. | 10,687 | $829.5K | 0.09% | −1,172−9.9% | Reduced |
| Hancock Whitney Corp | 10,650 | $829.7K | 0.03% | −151−1.4% | Reduced |
| Lake Street Advisors Group, LLC | 10,675 | $831.7K | 0.04% | −314−2.9% | Reduced |
| MQS Management LLC | 10,681 | $832.2K | 0.46% | +8,033+303.4% | Added |
| Essex Financial Services, Inc. | 10,828 | $837.2K | 0.06% | −19−0.2% | Reduced |
| Seven Eight Capital, LP | 10,751 | $837.6K | 0.08% | +10,751 | New |
| Westover Capital Advisors, LLC | 10,835 | $844.2K | 0.16% | −352−3.1% | Reduced |
| Callan Capital, LLC | 10,927 | $851.3K | 0.06% | +569+5.5% | Added |
| Sittner & Nelson, LLC | 10,975 | $855.1K | 0.38% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 11,200 | $872.6K | 0.15% | +504+4.7% | Added |
| Mutual Advisors, LLC | 11,582 | $879.1K | 0.03% | −942−7.5% | Reduced |
| Allworth Financial LP | 11,307 | $881.0K | 0.01% | +637+6.0% | Added |
| Forum Financial Management, LP | 11,374 | $886.1K | 0.01% | +20.0% | Added |
| Grove Bank & Trust | 11,399 | $888.1K | 0.13% | +378+3.4% | Added |
| Henshaw Capital LLC | 11,479 | $894.3K | 0.04% | +5,889+105.3% | Added |
| Guerra Pan Advisors, LLC | 11,646 | $907.3K | 0.73% | +117+1.0% | Added |
| CWM, LLC | 11,672 | $909.0K | 0.00% | −171−1.4% | Reduced |
| Stockman Wealth Management, Inc. | 11,689 | $910.7K | 0.14% | −39−0.3% | Reduced |
| Umb Bank N A | 11,888 | $926.2K | 0.01% | −570−4.6% | Reduced |
| Venture Visionary Partners LLC | 11,935 | $929.9K | 0.04% | −117−1.0% | Reduced |
| Confluence Wealth Services, Inc. | 11,994 | $934.4K | 0.07% | −74−0.6% | Reduced |
| Empire Financial Management Company, LLC | 12,000 | $934.9K | 0.29% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 12,002 | $935.1K | 0.07% | −7,487−38.4% | Reduced |
| Inscription Capital, LLC | 12,015 | $936.1K | 0.14% | −324−2.6% | Reduced |
| Sage Rhino Capital LLC | 12,024 | $936.8K | 0.21% | +149+1.3% | Added |
| Moser Wealth Advisors, LLC | 12,045 | $938.4K | 0.49% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 12,053 | $939.0K | 0.26% | −509−4.1% | Reduced |
| Calamos Advisors LLC | 12,069 | $940.3K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 12,099 | $942.6K | 0.13% | 00.0% | Unchanged |
| Advisory Resource Group | 12,143 | $946.1K | 0.20% | +12,143 | New |
| 44 Wealth Management LLC | 12,340 | $949.6K | 0.33% | +12,340 | New |
| Susquehanna International Securities, Ltd. | 12,232 | $953.0K | 0.32% | +12,232 | New |
| RB Capital Management, LLC | 12,268 | $955.8K | 0.23% | −186−1.5% | Reduced |
| TD Waterhouse Canada Inc. | 12,190 | $957.9K | 0.01% | +1,319+12.1% | Added |
| Zions Bancorporation, N.A. | 12,332 | $960.8K | 0.07% | +3,272+36.1% | Added |
| Old National Bancorp | 12,347 | $962.0K | 0.02% | +4,081+49.4% | Added |
| Horizon Kinetics Asset Management LLC | 12,354 | $962.5K | 0.01% | −616−4.7% | Reduced |
| Sanders Morris Harris LLC | 12,372 | $963.9K | 0.16% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 12,392 | $965.5K | 0.01% | −1,727−12.2% | Reduced |
| Hohimer Wealth Management, LLC | 12,631 | $984.1K | 0.21% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,685 | $988.3K | 0.03% | +3,597+39.6% | Added |
| Advocate Group LLC | 12,692 | $988.8K | 0.18% | −25−0.2% | Reduced |
| CIBC World Markets Corp | 12,759 | $994.1K | 0.01% | −29,353−69.7% | Reduced |