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 |
|---|---|---|---|---|---|
| JustInvest LLC | 96,621 | $7.53M | 0.12% | +3,154+3.4% | Added |
| Northwestern Mutual Wealth Management Co | 96,387 | $7.51M | 0.01% | +10,224+11.9% | Added |
| CIBC World Markets Inc. | 94,732 | $7.38M | 0.02% | +7,122+8.1% | Added |
| Steward Partners Investment Advisory, LLC | 94,242 | $7.34M | 0.07% | +230+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 92,474 | $7.21M | 0.02% | −3,601−3.7% | Reduced |
| Oppenheimer Asset Management Inc. | 91,978 | $7.17M | 0.09% | +3,359+3.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 88,222 | $6.87M | 0.03% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 88,012 | $6.86M | 0.81% | −846−1.0% | Reduced |
| Nomura Asset Management Co Ltd | 87,170 | $6.79M | 0.02% | −3,414−3.8% | Reduced |
| TownSquare Capital, LLC | 86,369 | $6.73M | 0.08% | +30,953+55.9% | Added |
| TCG Advisory Services, LLC | 86,205 | $6.72M | 0.29% | +8,766+11.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 84,511 | $6.58M | 0.00% | +9,795+13.1% | Added |
| WealthPlan Investment Management, LLC | 84,398 | $6.58M | 0.67% | −1,157−1.4% | Reduced |
| Ritholtz Wealth Management | 83,338 | $6.49M | 0.20% | +17,103+25.8% | Added |
| James Investment Research Inc | 83,088 | $6.47M | 0.75% | −528−0.6% | Reduced |
| Kestra Advisory Services, LLC | 81,386 | $6.34M | 0.03% | −14,160−14.8% | Reduced |
| DekaBank Deutsche Girozentrale | 81,742 | $6.34M | 0.01% | +73+0.1% | Added |
| Ethic Inc. | 91,133 | $6.17M | 0.16% | −16,607−15.4% | Reduced |
| Wesbanco Bank Inc | 78,731 | $6.13M | 0.21% | +5,232+7.1% | Added |
| Transcend Wealth Collective, LLC | 78,017 | $6.08M | 0.41% | +105+0.1% | Added |
| Quantbot Technologies LP | 77,776 | $6.06M | 0.24% | +77,776 | New |
| Wetherby Asset Management Inc | 77,070 | $6.00M | 0.27% | +1,835+2.4% | Added |
| Valicenti Advisory Services Inc | 75,803 | $5.91M | 1.52% | +1,270+1.7% | Added |
| Gabelli Funds LLC | 73,180 | $5.70M | 0.04% | −200.0% | Reduced |
| Parkwood LLC | 72,685 | $5.66M | 0.69% | +14,645+25.2% | Added |
| Phoenix Holdings Ltd. | 71,564 | $5.59M | 0.08% | −11,666−14.0% | Reduced |
| Bryn Mawr Trust Co | 71,647 | $5.58M | 0.10% | +71,647 | New |
| Shelton Capital Management | 70,761 | $5.51M | 0.14% | 00.0% | Unchanged |
| Sandy Spring Bank | 69,806 | $5.44M | 0.22% | +11,817+20.4% | Added |
| Engineers Gate Manager LP | 69,725 | $5.43M | 0.11% | +51,121+274.8% | Added |
| Campbell & CO Investment Adviser LLC | 69,590 | $5.42M | 0.40% | +69,590 | New |
| Naviter Wealth, LLC | 69,580 | $5.42M | 0.75% | −550−0.8% | Reduced |
| GLOBALT Investments LLC | 69,485 | $5.41M | 0.20% | −2,747−3.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 67,606 | $5.27M | 0.51% | −12,824−15.9% | Reduced |
| Terry L. Blaker | 66,788 | $5.20M | 0.20% | +429+0.6% | Added |
| Henry James International Management, Inc. | 66,072 | $5.15M | 1.79% | −1,521−2.3% | Reduced |
| Motco | 66,056 | $5.15M | 0.51% | −8,378−11.3% | Reduced |
| Bleakley Financial Group, LLC | 65,975 | $5.14M | 0.16% | +2,301+3.6% | Added |
| HM Payson & Co | 65,514 | $5.10M | 0.09% | +61,805+1,666.4% | Added |
| Advanced Portfolio Management, LLC | 65,000 | $5.06M | 5.21% | +65,000 | New |
| Synovus Financial Corp | 64,860 | $5.05M | 0.06% | −4,007−5.8% | Reduced |
| South State Corp. | 64,747 | $5.04M | 0.35% | +1,025+1.6% | Added |
| Pinkerton Retirement Specialists, LLC | 64,735 | $5.04M | 0.73% | +6,519+11.2% | Added |
| Private Advisor Group, LLC | 64,523 | $5.03M | 0.03% | −582−0.9% | Reduced |
| Stanley-Laman Group, Ltd. | 64,491 | $5.02M | 0.71% | +2,162+3.5% | Added |
| Aquatic Capital Management LLC | 63,314 | $4.93M | 0.13% | +40,914+182.7% | Added |
| Timber Creek Capital Management LLC | 63,227 | $4.93M | 1.38% | +453+0.7% | Added |
| Colony Group, LLC | 63,307 | $4.92M | 0.02% | +18,766+42.1% | Added |
| Park Avenue Securities LLC | 62,601 | $4.88M | 0.05% | −6,789−9.8% | Reduced |
| Ingalls & Snyder LLC | 62,596 | $4.88M | 0.19% | −453−0.7% | Reduced |
| Virtu Financial LLC | 61,897 | $4.82M | 0.27% | +61,897 | New |
| Tiaa Trust, National Association | 61,454 | $4.79M | 0.01% | −125,216−67.1% | Reduced |
| Crestline Management, LP | 61,269 | $4.77M | 0.27% | +61,269 | New |
| Azzad Asset Management Inc | 61,093 | $4.76M | 0.53% | −702−1.1% | Reduced |
| Goelzer Investment Management, Inc. | 60,706 | $4.73M | 0.26% | −236−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 60,624 | $4.72M | 0.01% | +44,189+268.9% | Added |
| Consolidated Planning Corp | 60,188 | $4.69M | 0.70% | +57,401+2,059.6% | Added |
| Benjamin Edwards Inc | 59,871 | $4.66M | 0.07% | +46,537+349.0% | Added |
| Rossmore Private Capital | 59,825 | $4.66M | 0.58% | −504−0.8% | Reduced |
| Eagle Global Advisors LLC | 59,256 | $4.62M | 0.23% | −580−1.0% | Reduced |
| Signaturefd, LLC | 59,243 | $4.62M | 0.09% | +2,045+3.6% | Added |
| AIMZ Investment Advisors, LLC | 58,095 | $4.53M | 1.55% | −614−1.0% | Reduced |
| WSFS Capital Management, LLC | 57,673 | $4.49M | 0.24% | −1,110−1.9% | Reduced |
| William Blair Investment Management, LLC | 57,244 | $4.46M | 0.01% | −80.0% | Reduced |
| Equitable Trust Co | 56,986 | $4.44M | 0.28% | −950−1.6% | Reduced |
| Boothbay Fund Management, LLC | 56,784 | $4.42M | 0.14% | +56,784 | New |
| Daiwa Securities Group Inc. | 55,490 | $4.32M | 0.02% | +20,398+58.1% | Added |
| Samjo Management, LLC | 55,155 | $4.30M | 1.48% | +150.0% | Added |
| Pacer Advisors, Inc. | 55,009 | $4.29M | 0.01% | −73−0.1% | Reduced |
| Advisors Asset Management, Inc. | 54,928 | $4.28M | 0.08% | −1,074−1.9% | Reduced |
| GWM Advisors LLC | 54,747 | $4.27M | 0.03% | +5,158+10.4% | Added |
| Madison Asset Management, LLC | 54,510 | $4.25M | 0.05% | −2,652−4.6% | Reduced |
| Naples Global Advisors, LLC | 54,478 | $4.24M | 0.39% | +700+1.3% | Added |
| Guardian Capital LP | 54,454 | $4.24M | 0.16% | −1,525−2.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 54,400 | $4.24M | 0.08% | +38,779+248.2% | Added |
| Summit Global Investments | 53,892 | $4.20M | 0.27% | +53,892 | New |
| Crossmark Global Holdings, Inc. | 53,438 | $4.16M | 0.07% | +12,956+32.0% | Added |
| Pittenger & Anderson Inc | 53,377 | $4.16M | 0.16% | +6,590+14.1% | Added |
| Patten Group, Inc. | 52,867 | $4.12M | 0.91% | −525−1.0% | Reduced |
| RSM US Wealth Management LLC | 52,042 | $4.09M | 0.06% | +4,157+8.7% | Added |
| Nissay Asset Management Corp | 52,205 | $4.07M | 0.03% | +8,194+18.6% | Added |
| Ramirez Asset Management, Inc. | 52,085 | $4.06M | 0.78% | +1,132+2.2% | Added |
| Nomura Holdings Inc | 50,980 | $3.97M | 0.03% | +50,980 | New |
| Pinpoint Asset Management Ltd | 50,974 | $3.97M | 0.85% | +50,974 | New |
| Azimuth Capital Investment Management LLC | 50,570 | $3.94M | 0.15% | +50,570 | New |
| Nwi Management LP | 50,000 | $3.90M | 0.46% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 49,270 | $3.84M | 0.03% | +120.0% | Added |
| Guardian Capital Advisors LP | 48,642 | $3.83M | 0.38% | +1,980+4.2% | Added |
| Capital Wealth Planning, LLC | 48,622 | $3.79M | 0.04% | +22,341+85.0% | Added |
| Avitas Wealth Management LLC | 48,345 | $3.77M | 0.53% | +542+1.1% | Added |
| Asio Capital, LLC | 47,972 | $3.74M | 0.71% | +1,723+3.7% | Added |
| Mount Yale Investment Advisors, LLC | 47,815 | $3.73M | 0.36% | −3,197−6.3% | Reduced |
| Prudential Financial Inc | 47,661 | $3.71M | 0.01% | −536−1.1% | Reduced |
| Amundi | 48,071 | $3.70M | 0.00% | +3,215+7.2% | Added |
| Keybank National Association | 47,208 | $3.68M | 0.01% | +315+0.7% | Added |
| Fiduciary Group LLC | 46,995 | $3.66M | 0.37% | +314+0.7% | Added |
| International Assets Investment Management, LLC | 283,661 | $3.64M | 0.02% | +279,844+7,331.5% | Added |
| Clayton Partners LLC | 46,228 | $3.60M | 2.59% | −314−0.7% | Reduced |
| Hendley & Co Inc | 46,060 | $3.59M | 1.25% | −150−0.3% | Reduced |
| Profund Advisors LLC | 45,216 | $3.52M | 0.13% | −3,988−8.1% | Reduced |