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 |
|---|---|---|---|---|---|
| LFA - Lugano Financial Advisors SA | 1,900 | $148.0K | 0.10% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,851 | $144.2K | 0.01% | −1−0.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,828 | $143.0K | 0.07% | +116+6.8% | Added |
| Bogart Wealth, LLC | 1,808 | $140.9K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,800 | $140.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,785 | $139.1K | 0.05% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,770 | $137.9K | 0.01% | +1,770 | New |
| Addison Advisors LLC | 1,743 | $135.8K | 0.04% | +186+11.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,652 | $128.7K | 0.01% | +357+27.6% | Added |
| Halpern Financial, Inc. | 1,588 | $126.4K | 0.03% | −239−13.1% | Reduced |
| Independence Bank of Kentucky | 1,606 | $125.1K | 0.03% | +91+6.0% | Added |
| Avalon Trust Co | 1,550 | $120.8K | 0.01% | −1,200−43.6% | Reduced |
| Kozak & Associates, Inc. | 1,540 | $120.6K | 0.03% | +9+0.6% | Added |
| Colonial Trust Co | 1,554 | $120.6K | 0.02% | +75+5.1% | Added |
| Hills Bank & Trust Co | 1,540 | $120.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,540 | $120.0K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 1,510 | $118.0K | 0.00% | +9+0.6% | Added |
| Luken Investment Analytics, LLC | 1,500 | $116.9K | 0.05% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 1,460 | $113.8K | 0.06% | +9+0.6% | Added |
| New Millennium Group LLC | 1,426 | $111.1K | 0.07% | −28,749−95.3% | Reduced |
| Armstrong Advisory Group, Inc | 1,419 | $110.6K | 0.01% | −43−2.9% | Reduced |
| Salem Investment Counselors Inc | 1,411 | $109.9K | 0.00% | +36+2.6% | Added |
| Bartlett & Co. Wealth Management LLC | 1,410 | $109.9K | 0.00% | −169−10.7% | Reduced |
| Quent Capital, LLC | 1,387 | $108.1K | 0.01% | +35+2.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,331 | $101.0K | 0.00% | +1,331 | New |
| Dougherty Wealth Advisers LLC | 1,290 | $100.5K | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,279 | $99.6K | 0.01% | +893+231.3% | Added |
| North Star Investment Management Corp. | 1,246 | $97.1K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 1,241 | $96.7K | 0.06% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,225 | $95.4K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,225 | $95.4K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,220 | $95.1K | 0.02% | +252+26.0% | Added |
| Sugarloaf Wealth Management, LLC | 1,220 | $95.1K | 0.02% | +82+7.2% | Added |
| Pinnacle Bancorp, Inc. | 1,193 | $92.9K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,151 | $89.7K | 0.01% | +28+2.5% | Added |
| Ancora Advisors, LLC | 1,149 | $89.5K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,120 | $87.3K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,073 | $83.6K | 0.06% | +213+24.8% | Added |
| Great West Life Assurance Co | 1,047 | $82.0K | 0.00% | +258+32.7% | Added |
| Knights of Columbus Asset Advisors LLC | 1,050 | $81.8K | 0.01% | +98+10.3% | Added |
| Continuum Advisory, LLC | 1,199 | $78.0K | 0.01% | +70+6.2% | Added |
| Farmers & Merchants Investments Inc | 1,000 | $77.9K | 0.00% | +1,000 | New |
| Northwest Investment Counselors, LLC | 978 | $76.2K | 0.02% | +978 | New |
| Centennial Bank | 960 | $74.8K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 930 | $73.0K | 0.00% | +451+94.2% | Added |
| Beacon Capital Management, LLC | 936 | $72.9K | 0.01% | +136+17.0% | Added |
| Frazier Financial Advisors, LLC | 935 | $72.8K | 0.06% | −301−24.4% | Reduced |
| NBT Bank N A | 913 | $71.1K | 0.00% | +913 | New |
| IMA Wealth, Inc. | 912 | $71.1K | 0.02% | +912 | New |
| Brown, Lisle/Cummings, Inc. | 908 | $70.7K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 900 | $70.1K | 0.03% | +900 | New |
| Centerpoint Advisors, LLC | 900 | $70.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 895 | $69.8K | 0.02% | +1+0.1% | Added |
| Rakuten Securities, Inc. | 890 | $69.3K | 0.03% | −391−30.5% | Reduced |
| Banque Cantonale Vaudoise | 884 | $69.0K | 0.00% | −1,385−61.0% | Reduced |
| Sound Income Strategies, LLC | 885 | $69.0K | 0.00% | −127−12.5% | Reduced |
| HHM Wealth Advisors, LLC | 838 | $65.3K | 0.01% | +68+8.8% | Added |
| Raleigh Capital Management Inc. | 800 | $62.3K | 0.02% | −12−1.5% | Reduced |
| Pinnacle Holdings, LLC | 800 | $62.3K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 792 | $61.7K | 0.00% | +792 | New |
| Ridgewood Investments LLC | 786 | $61.2K | 0.03% | −121−13.3% | Reduced |
| Adirondack Trust Co | 778 | $60.6K | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 768 | $59.8K | 0.04% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 750 | $58.4K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 701 | $54.6K | 0.02% | 00.0% | Unchanged |
| ADAR1 Capital Management, LLC | 700 | $54.5K | 0.01% | +600+600.0% | Added |
| Redmont Wealth Advisors LLC | 698 | $54.4K | 0.08% | 00.0% | Unchanged |
| Hollencrest Capital Management | 692 | $53.9K | 0.00% | +192+38.4% | Added |
| Indiana Trust & Investment Management CO | 681 | $53.1K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 676 | $53.0K | 0.01% | +87+14.8% | Added |
| Center for Financial Planning, Inc. | 671 | $52.3K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 656 | $51.1K | 0.01% | +1+0.2% | Added |
| Trust Co of Vermont | 630 | $49.1K | 0.00% | −1,641−72.3% | Reduced |
| Washington Trust Co | 600 | $46.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 581 | $45.3K | 0.01% | +7+1.2% | Added |
| Ashton Thomas Securities, LLC | 573 | $44.6K | 0.01% | +573 | New |
| Silicon Valley Capital Partners | 552 | $43.0K | 0.01% | +3+0.5% | Added |
| Cedar Wealth Management, LLC | 534 | $41.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 511 | $39.8K | 0.01% | +3+0.6% | Added |
| Northwest Financial Advisors | 511 | $39.8K | 0.03% | +511 | New |
| FIL Ltd | 501 | $39.0K | 0.00% | +83+19.9% | Added |
| CoreCap Advisors, LLC | 487 | $37.9K | 0.00% | +487 | New |
| Archer Investment Corp | 476 | $37.1K | 0.01% | +2+0.4% | Added |
| Estabrook Capital Management | 475 | $37.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 464 | $36.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 463 | $36.0K | 0.01% | +1+0.2% | Added |
| GHP Investment Advisors, Inc. | 449 | $35.0K | 0.00% | +120+36.5% | Added |
| Parkside Financial Bank & Trust | 442 | $34.4K | 0.00% | −5−1.1% | Reduced |
| Arlington Trust Co LLC | 422 | $32.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 420 | $32.7K | 0.01% | +45+12.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 415 | $32.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 411 | $32.0K | 0.00% | +17+4.3% | Added |
| Nordwand Advisors, LLC | 400 | $31.2K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 409 | $31.0K | 0.01% | +20+5.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 393 | $30.6K | 0.00% | +87+28.4% | Added |
| Capital Performance Advisors LLP | 361 | $28.1K | 0.01% | +361 | New |
| Albion Financial Group | 360 | $28.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 365 | $28.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 351 | $27.3K | 0.00% | −1,305−78.8% | Reduced |
| Pacific Center for Financial Services | 350 | $27.3K | 0.01% | 00.0% | Unchanged |