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 |
|---|---|---|---|---|---|
| Beaumont Financial Advisors, LLC | 3,226 | $251.3K | 0.02% | +19+0.6% | Added |
| Patton Albertson Miller Group, LLC | 3,211 | $250.2K | 0.03% | +25+0.8% | Added |
| Talisman Wealth Advisors LLC | 3,205 | $248.9K | 0.26% | −13−0.4% | Reduced |
| Sunpointe, LLC | 3,190 | $248.5K | 0.20% | −229−6.7% | Reduced |
| WR Wealth Planners, LLC | 3,183 | $248.0K | 0.07% | +10.0% | Added |
| Hardy Reed LLC | 3,182 | $247.9K | 0.02% | +178+5.9% | Added |
| Breakwater Capital Group | 3,176 | $247.4K | 0.05% | +523+19.7% | Added |
| Youngs Advisory Group, Inc. | 3,169 | $247.0K | 0.10% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 3,160 | $246.2K | 0.11% | −77−2.4% | Reduced |
| Blackhawk Capital Partners LLC. | 3,151 | $245.5K | 0.13% | +3,151 | New |
| Penserra Capital Management LLC | 3,126 | $243.0K | 0.01% | −27,717−89.9% | Reduced |
| Prudent Man Advisors, LLC | 3,110 | $242.3K | 0.08% | +16+0.5% | Added |
| Legacy Wealth Management, LLC | 3,102 | $241.7K | 0.09% | +3,102 | New |
| Capital Market Strategies LLC | 3,091 | $240.8K | 0.15% | −269−8.0% | Reduced |
| Montecito Bank & Trust | 3,090 | $240.7K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,088 | $240.6K | 0.00% | −701−18.5% | Reduced |
| Garden State Investment Advisory Services LLC | 3,071 | $239.3K | 0.08% | +10.0% | Added |
| UMA Financial Services, Inc. | 3,069 | $238.9K | 0.04% | +500+19.5% | Added |
| Good Life Advisors, LLC | 3,065 | $238.9K | 0.01% | +3,065 | New |
| Carr Financial Group Corp | 3,063 | $238.6K | 0.07% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 3,058 | $238.2K | 0.02% | −494−13.9% | Reduced |
| BKD Wealth Advisors, LLC | 3,056 | $238.1K | 0.01% | −115−3.6% | Reduced |
| Long Run Wealth Advisors, LLC | 3,042 | $237.0K | 0.06% | +4+0.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 3,039 | $236.8K | 0.01% | +33+1.1% | Added |
| Xponance, Inc. | 3,031 | $236.1K | 0.00% | +3,031 | New |
| Interchange Capital Partners, LLC | 3,008 | $234.6K | 0.08% | −71−2.3% | Reduced |
| E&G Advisors, LP | 3,010 | $234.5K | 0.06% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 3,000 | $234.0K | 0.00% | +3,000 | New |
| Everett Harris & Co | 3,002 | $233.9K | 0.00% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,000 | $233.7K | 0.13% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,993 | $233.2K | 0.01% | −1,409−32.0% | Reduced |
| Claro Advisors LLC | 2,988 | $232.8K | 0.03% | +2,988 | New |
| Full Sail Capital, LLC | 2,970 | $231.4K | 0.01% | −1,603−35.1% | Reduced |
| Oxbow Advisors, LLC | 2,958 | $230.5K | 0.02% | +2,958 | New |
| Biltmore Family Office, LLC | 2,955 | $230.2K | 0.04% | +2,955 | New |
| Mayflower Financial Advisors, LLC | 2,942 | $229.2K | 0.03% | +50+1.7% | Added |
| SFG Wealth Management, LLC. | 2,933 | $228.5K | 0.12% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,923 | $227.7K | 0.02% | +374+14.7% | Added |
| SFMG, LLC | 2,915 | $227.1K | 0.02% | +100+3.6% | Added |
| Massachusetts Wealth Management | 2,900 | $225.9K | 0.14% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,893 | $225.4K | 0.01% | +199+7.4% | Added |
| Kovack Advisors, Inc. | 2,871 | $223.7K | 0.02% | −189−6.2% | Reduced |
| Tyler-Stone Wealth Management | 2,869 | $223.5K | 0.04% | +1,474+105.7% | Added |
| Tower Wealth Partners, Inc. | 2,863 | $223.1K | 0.13% | +2,863 | New |
| Rodgers Brothers Inc. | 2,860 | $222.8K | 0.03% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,846 | $221.7K | 0.11% | 00.0% | Unchanged |
| DMG Group, LLC | 2,837 | $221.0K | 0.18% | −1,044−26.9% | Reduced |
| Fairfield Financial Advisors, LTD | 2,832 | $220.6K | 0.08% | −146−4.9% | Reduced |
| LRI Investments, LLC | 3,388 | $220.4K | 0.02% | +68+2.0% | Added |
| Custom Index Systems, LLC | 2,812 | $219.1K | 0.12% | +55+2.0% | Added |
| MONECO Advisors, LLC | 2,811 | $219.0K | 0.03% | +219+8.4% | Added |
| Wealth Alliance Advisory Group, LLC | 2,800 | $218.1K | 0.05% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 2,800 | $218.1K | 0.17% | +2,800 | New |
| Sonora Investment Management Group, LLC | 2,795 | $217.8K | 0.02% | +2,795 | New |
| Lynx Investment Advisory | 2,786 | $217.1K | 0.16% | +106+4.0% | Added |
| Tucker Asset Management LLC | 2,755 | $214.6K | 0.05% | +539+24.3% | Added |
| FineMark National Bank & Trust | 2,747 | $214.0K | 0.01% | +2,747 | New |
| WorthPointe, LLC | 2,746 | $213.9K | 0.09% | +2,746 | New |
| Armstrong, Fleming & Moore, Inc | 2,743 | $213.7K | 0.12% | +6+0.2% | Added |
| Compass Ion Advisors, LLC | 2,729 | $212.6K | 0.03% | −634−18.9% | Reduced |
| Boston Financial Mangement LLC | 2,721 | $212.0K | 0.01% | 00.0% | Unchanged |
| Fiera Capital Corp | 2,714 | $211.4K | 0.00% | −170−5.9% | Reduced |
| Beck Mack & Oliver LLC | 2,713 | $211.4K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 2,712 | $211.3K | 0.01% | +2,712 | New |
| Savvy Advisors, Inc. | 2,711 | $211.2K | 0.04% | +2,711 | New |
| Kingswood Wealth Advisors, LLC | 2,670 | $208.0K | 0.01% | +2,670 | New |
| Financial Advisory Service, Inc. | 2,664 | $207.5K | 0.02% | +14+0.5% | Added |
| Hoxton Planning & Management, LLC | 2,662 | $207.4K | 0.08% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,661 | $207.3K | 0.01% | +2,661 | New |
| Fermata Advisors, LLC | 2,655 | $206.9K | 0.04% | +2,655 | New |
| BSW Wealth Partners | 2,655 | $206.9K | 0.03% | −697−20.8% | Reduced |
| Cypress Capital Group | 2,650 | $206.5K | 0.02% | +2,650 | New |
| Saxony Capital Management, LLC | 2,648 | $206.3K | 0.19% | +2,648 | New |
| Braun-Bostich & Associates Inc. | 2,646 | $206.2K | 0.14% | +2,646 | New |
| Navalign, LLC | 2,625 | $204.5K | 0.06% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 2,618 | $204.0K | 0.05% | +2,618 | New |
| Main Street Financial Solutions, LLC | 2,615 | $203.8K | 0.02% | −302−10.4% | Reduced |
| Capital Investment Advisors, LLC | 2,611 | $203.5K | 0.00% | −236−8.3% | Reduced |
| Kapstone Financial Advisors LLC | 2,618 | $203.2K | 0.12% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,608 | $203.2K | 0.01% | +2,608 | New |
| Jefferies Financial Group Inc. | 2,607 | $203.1K | 0.00% | +2,607 | New |
| Aptus Capital Advisors, LLC | 2,606 | $203.0K | 0.00% | −3−0.1% | Reduced |
| Baker Avenue Asset Management, LP | 2,602 | $202.7K | 0.01% | +2,602 | New |
| West Michigan Advisors, LLC | 2,600 | $202.6K | 0.06% | −3,269−55.7% | Reduced |
| First Citizens Financial Corp | 2,596 | $202.3K | 0.11% | 00.0% | Unchanged |
| FMB Wealth Management | 2,579 | $200.9K | 0.11% | −122−4.5% | Reduced |
| Brass Tax Wealth Management, Inc | 2,570 | $200.2K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,500 | $194.8K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,400 | $187.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,372 | $184.8K | 0.01% | +56+2.4% | Added |
| Rise Advisors, LLC | 2,316 | $180.4K | 0.09% | +14+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,287 | $178.2K | 0.01% | −213−8.5% | Reduced |
| Eagle Bay Advisors LLC | 1,262 | $175.9K | 0.07% | +1,013+406.8% | Added |
| Concord Wealth Partners | 2,221 | $173.0K | 0.03% | +51+2.4% | Added |
| Thompson Investment Management, Inc. | 2,058 | $160.3K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 2,020 | $157.4K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,989 | $155.0K | 0.07% | −235−10.6% | Reduced |
| Reuter James Wealth Management, LLC | 1,977 | $154.0K | 0.03% | +1,977 | New |
| Harbor Investment Advisory, LLC | 1,953 | $152.2K | 0.02% | −68−3.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,956 | $152.0K | 0.04% | −9−0.5% | Reduced |