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 |
|---|---|---|---|---|---|
| Commerce Bank | 19,413 | $1.51M | 0.01% | +1,131+6.2% | Added |
| Sound View Wealth Advisors Group, LLC | 19,435 | $1.51M | 0.12% | +588+3.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 19,752 | $1.54M | 0.21% | −100−0.5% | Reduced |
| Level Four Advisory Services, LLC | 21,769 | $1.55M | 0.07% | −3,506−13.9% | Reduced |
| Ronald Blue Trust, Inc. | 20,026 | $1.56M | 0.02% | +11,654+139.2% | Added |
| Columbus Macro, LLC | 20,238 | $1.57M | 0.57% | −709−3.4% | Reduced |
| Vista Investment Management | 20,370 | $1.59M | 0.60% | +768+3.9% | Added |
| Edmp, Inc. | 20,139 | $1.59M | 1.30% | −10.0% | Reduced |
| Graham Capital Management, L.P. | 20,398 | $1.59M | 0.05% | +20,398 | New |
| EP Wealth Advisors, LLC | 20,436 | $1.59M | 0.01% | +3,384+19.8% | Added |
| Checchi Capital Advisers, LLC | 20,439 | $1.59M | 0.12% | −24−0.1% | Reduced |
| HighPoint Advisor Group LLC | 22,368 | $1.60M | 0.09% | −1,343−5.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,801 | $1.62M | 0.01% | −16,299−43.9% | Reduced |
| Parallel Advisors, LLC | 20,996 | $1.64M | 0.04% | +243+1.2% | Added |
| Axxcess Wealth Management, LLC | 21,008 | $1.64M | 0.04% | −67−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 21,088 | $1.64M | 0.23% | +42+0.2% | Added |
| Oarsman Capital, Inc. | 21,130 | $1.65M | 0.30% | +3,142+17.5% | Added |
| Ellevest, Inc. | 21,173 | $1.65M | 0.09% | −873−4.0% | Reduced |
| Vise Technologies, Inc. | 21,544 | $1.68M | 0.21% | +4,327+25.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,581 | $1.68M | 0.25% | +700+3.4% | Added |
| Advisory Services Network, LLC | 21,609 | $1.69M | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 21,697 | $1.69M | 0.06% | +1,466+7.2% | Added |
| Connable Office Inc | 21,763 | $1.70M | 0.17% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 21,932 | $1.71M | 0.31% | +174+0.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 22,051 | $1.72M | 0.62% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 22,088 | $1.72M | 0.02% | −2,068−8.6% | Reduced |
| Schechter Investment Advisors, LLC | 22,243 | $1.73M | 0.13% | +237+1.1% | Added |
| Kovitz Investment Group Partners, LLC | 26,755 | $1.74M | 0.01% | +15,515+138.0% | Added |
| AdvisorNet Financial, Inc | 22,379 | $1.74M | 0.13% | +142+0.6% | Added |
| Oppenheimer & Co Inc | 22,564 | $1.76M | 0.03% | +5,999+36.2% | Added |
| Pinnacle Associates Ltd | 26,246 | $1.77M | 0.03% | −4,811−15.5% | Reduced |
| Monte Financial Group, LLC | 22,724 | $1.77M | 0.73% | −2,071−8.4% | Reduced |
| Whittier Trust Co | 22,762 | $1.77M | 0.02% | +1,068+4.9% | Added |
| Valley National Advisers Inc | 22,962 | $1.79M | 0.32% | +22,612+6,460.6% | Added |
| NorthCrest Asset Manangement, LLC | 23,739 | $1.85M | 0.06% | −35−0.1% | Reduced |
| Pitcairn Co | 23,775 | $1.85M | 0.11% | −840−3.4% | Reduced |
| CAPROCK Group, Inc. | 24,129 | $1.88M | 0.07% | +87+0.4% | Added |
| Vestmark Advisory Solutions, Inc. | 24,353 | $1.90M | 0.07% | +478+2.0% | Added |
| Exchange Traded Concepts, LLC | 24,967 | $1.95M | 0.05% | +11,315+82.9% | Added |
| Proequities, Inc. | 25,301 | $1.97M | 0.12% | +4,258+20.2% | Added |
| Principal Securities, Inc. | 25,421 | $1.98M | 0.05% | +3,779+17.5% | Added |
| Beacon Pointe Advisors, LLC | 25,594 | $1.99M | 0.02% | −2,087−7.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 25,654 | $2.00M | 0.08% | +100.0% | Added |
| Citizens National Bank Trust Department | 25,665 | $2.00M | 0.42% | −25−0.1% | Reduced |
| Koa Wealth Management, LLC | 25,678 | $2.00M | 1.55% | +6,698+35.3% | Added |
| Paradigm Asset Management Co LLC | 13,600 | $2.01M | 0.53% | −200−1.4% | Reduced |
| Venturi Wealth Management, LLC | 25,796 | $2.01M | 0.11% | +2,968+13.0% | Added |
| D.A. Davidson & Co. | 25,859 | $2.01M | 0.02% | −7,835−23.3% | Reduced |
| Greenleaf Trust | 25,894 | $2.02M | 0.02% | +50+0.2% | Added |
| Integrated Wealth Concepts LLC | 26,163 | $2.04M | 0.02% | −115−0.4% | Reduced |
| Stephens Inc | 26,347 | $2.05M | 0.03% | −236−0.9% | Reduced |
| 1832 Asset Management L.P. | 26,528 | $2.07M | 0.00% | −39,244−59.7% | Reduced |
| Coldstream Capital Management Inc | 26,777 | $2.09M | 0.05% | +1,050+4.1% | Added |
| Harvest Fund Management Co., Ltd | 26,823 | $2.09M | 0.12% | +9,203+52.2% | Added |
| Old Port Advisors | 27,034 | $2.11M | 0.59% | −446−1.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 27,193 | $2.12M | 0.32% | +172+0.6% | Added |
| Quadrant Capital Group LLC | 27,569 | $2.15M | 0.15% | +1,083+4.1% | Added |
| Resources Investment Advisors, LLC. | 27,645 | $2.15M | 0.02% | +1,333+5.1% | Added |
| LGT Fund Management Co Ltd. | 27,160 | $2.16M | 0.22% | −17,750−39.5% | Reduced |
| Atomi Financial Group, Inc. | 27,835 | $2.17M | 0.14% | +6,032+27.7% | Added |
| Lido Advisors, LLC | 28,148 | $2.19M | 0.02% | +8,073+40.2% | Added |
| Thoroughbred Financial Services, LLC | 28,179 | $2.19M | 0.14% | −65−0.2% | Reduced |
| Americana Partners, LLC | 28,413 | $2.21M | 0.15% | +395+1.4% | Added |
| Massachusetts Financial Services Co | 28,601 | $2.23M | 0.00% | +1,272+4.7% | Added |
| Rhumbline Advisers | 28,719 | $2.24M | 0.00% | +2,585+9.9% | Added |
| Catalytic Wealth RIA, LLC | 29,008 | $2.26M | 0.39% | +1,908+7.0% | Added |
| Verdence Capital Advisors LLC | 29,501 | $2.30M | 0.18% | +2,020+7.4% | Added |
| FNY Investment Advisers, LLC | 200 | $2.32M | 1.12% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 29,853 | $2.33M | 0.16% | +3,270+12.3% | Added |
| Icon Advisers Inc | 30,000 | $2.34M | 0.49% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 30,266 | $2.36M | 0.03% | +30.0% | Added |
| Pictet North America Advisors SA | 30,425 | $2.37M | 0.23% | 00.0% | Unchanged |
| Simplex Trading, LLC | 31,292 | $2.44M | 0.08% | +31,292 | New |
| NewEdge Wealth, LLC | 31,393 | $2.45M | 0.04% | +2,031+6.9% | Added |
| Sectoral Asset Management Inc | 21,340 | $2.47M | 1.46% | −310−1.4% | Reduced |
| HB Wealth Management, LLC | 32,262 | $2.51M | 0.03% | +2,102+7.0% | Added |
| Ballentine Partners, LLC | 32,291 | $2.52M | 0.04% | +3,564+12.4% | Added |
| XTX Topco Ltd | 32,530 | $2.53M | 0.18% | +18,751+136.1% | Added |
| Cloverfields Capital Group, LP | 32,533 | $2.53M | 0.82% | −5,501−14.5% | Reduced |
| Dillon & Associates Inc | 32,850 | $2.56M | 0.36% | +7,013+27.1% | Added |
| Veriti Management LLC | 33,059 | $2.58M | 0.14% | +1,246+3.9% | Added |
| NEOS Investment Management LLC | 33,070 | $2.58M | 0.08% | +5,388+19.5% | Added |
| FORA Capital, LLC | 33,113 | $2.58M | 0.30% | +33,113 | New |
| Qtron Investments LLC | 33,211 | $2.59M | 0.35% | −1,188−3.5% | Reduced |
| Meitav Dash Investments Ltd | 33,270 | $2.59M | 0.04% | −12,123−26.7% | Reduced |
| Bellevue Group AG | 33,500 | $2.61M | 0.04% | −8,700−20.6% | Reduced |
| Money Concepts Capital Corp | 33,606 | $2.62M | 0.20% | −1,072−3.1% | Reduced |
| Aperture Investors, LLC | 33,732 | $2.63M | 0.33% | 00.0% | Unchanged |
| Aurora Investment Counsel | 33,785 | $2.63M | 1.42% | −5,175−13.3% | Reduced |
| Hudson Bay Capital Management LP | 35,000 | $2.73M | 0.02% | +35,000 | New |
| Vident Advisory, LLC | 35,100 | $2.73M | 0.07% | +5,165+17.3% | Added |
| Dorsey & Whitney Trust CO LLC | 35,111 | $2.74M | 0.15% | +13,995+66.3% | Added |
| Searle & Co. | 35,350 | $2.75M | 0.69% | 00.0% | Unchanged |
| Regions Financial Corp | 35,867 | $2.79M | 0.02% | +1,718+5.0% | Added |
| SpiderRock Advisors, LLC | 35,902 | $2.80M | 0.06% | +27,505+327.6% | Added |
| Cozad Asset Management Inc | 35,910 | $2.80M | 0.27% | −5,000−12.2% | Reduced |
| Brookmont Capital Management | 36,158 | $2.82M | 1.45% | −1,164−3.1% | Reduced |
| Catalyst Capital Advisors LLC | 36,199 | $2.82M | 0.06% | +35,641+6,387.3% | Added |
| Boston Partners | 36,760 | $2.86M | 0.00% | +32,814+831.6% | Added |
| Tealwood Asset Management Inc | 37,120 | $2.89M | 1.27% | −540−1.4% | Reduced |