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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 12,762 | $994.3K | 0.06% | +8,120+174.9% | Added |
| Meridian Wealth Management, LLC | 12,894 | $1.00M | 0.05% | +12,894 | New |
| Cullinan Associates Inc | 13,026 | $1.01M | 0.06% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,954 | $1.01M | 0.02% | −1,258−8.9% | Reduced |
| Riverview Capital Advisers, LLC | 12,957 | $1.01M | 0.31% | 00.0% | Unchanged |
| Avestar Capital, LLC | 12,965 | $1.01M | 0.11% | +447+3.6% | Added |
| Marotta Asset Management | 12,998 | $1.01M | 0.20% | −187−1.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,101 | $1.02M | 0.48% | −51−0.4% | Reduced |
| Vestcor Inc | 13,100 | $1.02M | 0.03% | −10,100−43.5% | Reduced |
| Jones Financial Companies LLLP | 13,162 | $1.02M | 0.00% | +6,612+100.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 13,175 | $1.03M | 0.27% | +1,627+14.1% | Added |
| Rakuten Investment Management, Inc. | 13,245 | $1.03M | 0.01% | +3,684+38.5% | Added |
| Horizon Investments, LLC | 13,348 | $1.04M | 0.03% | +1,201+9.9% | Added |
| 9258 Wealth Management, LLC | 13,458 | $1.05M | 0.15% | −470−3.4% | Reduced |
| Texas Yale Capital Corp. | 13,478 | $1.05M | 0.05% | +300+2.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 13,533 | $1.05M | 1.67% | 00.0% | Unchanged |
| MAI Capital Management | 13,556 | $1.06M | 0.01% | −5,525−29.0% | Reduced |
| National Asset Management, Inc. | 13,620 | $1.06M | 0.03% | −4,707−25.7% | Reduced |
| De Burlo Group Inc | 13,677 | $1.07M | 0.13% | −1,029−7.0% | Reduced |
| Rathbone Brothers plc | 13,703 | $1.07M | 0.01% | +225+1.7% | Added |
| Intrust Bank NA | 13,708 | $1.07M | 0.11% | +800+6.2% | Added |
| Founders Financial Securities LLC | 13,823 | $1.08M | 0.10% | +1,157+9.1% | Added |
| Bender Robert & Associates | 13,882 | $1.08M | 0.23% | +13,882 | New |
| Abn Amro Investment Solutions | 13,882 | $1.08M | 0.02% | +13,882 | New |
| Huntington National Bank | 13,899 | $1.08M | 0.01% | +1,022+7.9% | Added |
| Covenant Partners, LLC | 13,925 | $1.08M | 0.32% | +10.0% | Added |
| Marietta Investment Partners LLC | 13,930 | $1.09M | 0.23% | −10−0.1% | Reduced |
| First Hawaiian Bank | 14,015 | $1.09M | 0.03% | −708−4.8% | Reduced |
| Denali Advisors LLC | 14,059 | $1.10M | 0.12% | +14,059 | New |
| Stratos Wealth Partners, LTD. | 14,311 | $1.12M | 0.02% | +170+1.2% | Added |
| Dynamic Advisor Solutions LLC | 14,367 | $1.12M | 0.03% | +551+4.0% | Added |
| Balyasny Asset Management LLC | 14,487 | $1.13M | 0.00% | −705,516−98.0% | Reduced |
| Brown Advisory Inc | 14,500 | $1.13M | 0.00% | +357+2.5% | Added |
| Davenport & Co LLC | 14,535 | $1.13M | 0.01% | +724+5.2% | Added |
| VELA Investment Management, LLC | 14,539 | $1.13M | 0.39% | −994−6.4% | Reduced |
| Hanson & Doremus Investment Management | 14,621 | $1.14M | 0.18% | −362−2.4% | Reduced |
| Cooper Financial Group | 14,634 | $1.14M | 0.15% | +6,269+74.9% | Added |
| Malaga Cove Capital, LLC | 14,646 | $1.14M | 0.46% | −2,504−14.6% | Reduced |
| Canandaigua National Bank & Trust Co | 14,913 | $1.16M | 0.11% | −827−5.3% | Reduced |
| West Family Investments, Inc. | 14,920 | $1.16M | 0.40% | +1,643+12.4% | Added |
| Financial Advocates Investment Management | 14,960 | $1.17M | 0.07% | +198+1.3% | Added |
| Westport Asset Management Inc | 15,000 | $1.17M | 0.55% | 00.0% | Unchanged |
| Burney Co | 15,019 | $1.17M | 0.04% | −2,722−15.3% | Reduced |
| LMR Partners LLP | 15,286 | $1.19M | 0.03% | −10,600−40.9% | Reduced |
| Banco Santander, S.A. | 15,370 | $1.20M | 0.01% | −2,200−12.5% | Reduced |
| GeoWealth Management, LLC | 15,379 | $1.20M | 0.04% | −177−1.1% | Reduced |
| Credit Agricole S A | 15,429 | $1.20M | 0.01% | +11,660+309.4% | Added |
| Apollon Wealth Management, LLC | 15,449 | $1.20M | 0.03% | −126−0.8% | Reduced |
| Optas, LLC | 15,570 | $1.21M | 0.28% | +9,877+173.5% | Added |
| Diversify Advisory Services, LLC | 15,769 | $1.22M | 0.07% | +221+1.4% | Added |
| Valeo Financial Advisors, LLC | 15,657 | $1.22M | 0.03% | −473−2.9% | Reduced |
| Iams Wealth Management, LLC | 15,711 | $1.22M | 0.60% | −179−1.1% | Reduced |
| Investors Asset Management of Georgia Inc | 15,740 | $1.23M | 0.58% | −100−0.6% | Reduced |
| Leavell Investment Management, Inc. | 15,760 | $1.23M | 0.06% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,924 | $1.24M | 0.48% | −529−3.2% | Reduced |
| Global Retirement Partners, LLC | 15,945 | $1.24M | 0.04% | +575+3.7% | Added |
| We Are One Seven, LLC | 15,960 | $1.24M | 0.05% | −654−3.9% | Reduced |
| TLWM | 15,964 | $1.24M | 0.25% | −413−2.5% | Reduced |
| Altfest L J & Co Inc | 16,118 | $1.26M | 0.17% | +194+1.2% | Added |
| Smith, Salley & Associates | 16,158 | $1.26M | 0.08% | +162+1.0% | Added |
| Itau Unibanco Holding S.A. | 16,294 | $1.27M | 0.04% | +8,837+118.5% | Added |
| IHT Wealth Management, LLC | 16,310 | $1.27M | 0.04% | +2,363+16.9% | Added |
| Tower Research Capital LLC (TRC) | 16,362 | $1.27M | 0.03% | −77,259−82.5% | Reduced |
| Geneos Wealth Management Inc. | 16,394 | $1.28M | 0.05% | +1,666+11.3% | Added |
| Stonegate Investment Group, LLC | 16,418 | $1.28M | 0.03% | +1,493+10.0% | Added |
| Cyndeo Wealth Partners, LLC | 16,427 | $1.28M | 0.09% | +2,117+14.8% | Added |
| Channel Wealth LLC | 16,464 | $1.28M | 0.42% | −2,679−14.0% | Reduced |
| UniSuper Management Pty Ltd | 16,497 | $1.29M | 0.01% | +1,600+10.7% | Added |
| Chesley Taft & Associates LLC | 16,525 | $1.29M | 0.06% | +16,525 | New |
| USA Financial Portformulas Corp | 16,554 | $1.29M | 0.20% | +16,554 | New |
| Geller Advisors LLC | 16,649 | $1.30M | 0.09% | +46+0.3% | Added |
| Fifth Third Bancorp | 16,702 | $1.30M | 0.00% | +674+4.2% | Added |
| SG Americas Securities, LLC | 16,815 | $1.31M | 0.00% | −16,357−49.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.32M | 0.37% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 16,983 | $1.32M | 0.48% | −869−4.9% | Reduced |
| Kestra Private Wealth Services, LLC | 17,089 | $1.33M | 0.02% | −728−4.1% | Reduced |
| Fidelis Capital Partners, LLC | 17,491 | $1.35M | 0.16% | +1,478+9.2% | Added |
| Carnegie Capital Asset Management, LLC | 17,338 | $1.35M | 0.04% | +69+0.4% | Added |
| SeaCrest Wealth Management, LLC | 17,346 | $1.35M | 0.15% | −168−1.0% | Reduced |
| Aaron Wealth Advisors | 17,402 | $1.36M | 0.16% | +3,599+26.1% | Added |
| F/M Investments LLC | 17,466 | $1.36M | 0.05% | −1,942−10.0% | Reduced |
| Ameritas Investment Partners, Inc. | 17,522 | $1.37M | 0.04% | +633+3.7% | Added |
| LVW Advisors, LLC | 17,526 | $1.37M | 0.17% | −1,548−8.1% | Reduced |
| Wealth Alliance | 17,539 | $1.37M | 0.16% | +99+0.6% | Added |
| Dakota Wealth Management | 17,763 | $1.38M | 0.03% | −317−1.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,810 | $1.39M | 0.01% | +5,022+39.3% | Added |
| Fragasso Group Inc. | 17,914 | $1.40M | 0.11% | +125+0.7% | Added |
| Toronto Dominion Bank | 17,929 | $1.40M | 0.00% | +2,408+15.5% | Added |
| PEAK6 Investments LLC | 18,001 | $1.40M | 0.07% | +2,501+16.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 18,128 | $1.41M | 0.05% | +673+3.9% | Added |
| Principal Street Partners, LLC | 18,134 | $1.41M | 0.23% | +8,986+98.2% | Added |
| Central Trust Co | 18,185 | $1.42M | 0.03% | +9,598+111.8% | Added |
| Coppell Advisory Solutions LLC | 18,891 | $1.47M | 0.22% | +189+1.0% | Added |
| AQR Capital Management LLC | 18,864 | $1.47M | 0.00% | +5,179+37.8% | Added |
| Perigon Wealth Management, LLC | 19,030 | $1.48M | 0.04% | −39−0.2% | Reduced |
| Syon Capital LLC | 19,049 | $1.48M | 0.13% | +274+1.5% | Added |
| Kennedy Capital Management, Inc. | 19,110 | $1.49M | 0.03% | −61,176−76.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.49M | 0.18% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 19,201 | $1.50M | 0.43% | −283−1.5% | Reduced |
| First American Bank | 19,223 | $1.50M | 0.11% | −2,340−10.9% | Reduced |