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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 22,379 | $1.74M | 0.13% | +142+0.6% | Added |
| Kovitz Investment Group Partners, LLC | 26,755 | $1.74M | 0.01% | +15,515+138.0% | Added |
| Schechter Investment Advisors, LLC | 22,243 | $1.73M | 0.13% | +237+1.1% | Added |
| Prime Capital Investment Advisors, LLC | 22,088 | $1.72M | 0.02% | −2,068−8.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 22,051 | $1.72M | 0.62% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 21,932 | $1.71M | 0.31% | +174+0.8% | Added |
| Connable Office Inc | 21,763 | $1.70M | 0.17% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 21,697 | $1.69M | 0.06% | +1,466+7.2% | Added |
| Advisory Services Network, LLC | 21,609 | $1.69M | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,581 | $1.68M | 0.25% | +700+3.4% | Added |
| Vise Technologies, Inc. | 21,544 | $1.68M | 0.21% | +4,327+25.1% | Added |
| Ellevest, Inc. | 21,173 | $1.65M | 0.09% | −873−4.0% | Reduced |
| Oarsman Capital, Inc. | 21,130 | $1.65M | 0.30% | +3,142+17.5% | Added |
| Personal Cfo Solutions, LLC | 21,088 | $1.64M | 0.23% | +42+0.2% | Added |
| Axxcess Wealth Management, LLC | 21,008 | $1.64M | 0.04% | −67−0.3% | Reduced |
| Parallel Advisors, LLC | 20,996 | $1.64M | 0.04% | +243+1.2% | Added |
| Schonfeld Strategic Advisors LLC | 20,801 | $1.62M | 0.01% | −16,299−43.9% | Reduced |
| HighPoint Advisor Group LLC | 22,368 | $1.60M | 0.09% | −1,343−5.7% | Reduced |
| Checchi Capital Advisers, LLC | 20,439 | $1.59M | 0.12% | −24−0.1% | Reduced |
| EP Wealth Advisors, LLC | 20,436 | $1.59M | 0.01% | +3,384+19.8% | Added |
| Graham Capital Management, L.P. | 20,398 | $1.59M | 0.05% | +20,398 | New |
| Edmp, Inc. | 20,139 | $1.59M | 1.30% | −10.0% | Reduced |
| Vista Investment Management | 20,370 | $1.59M | 0.60% | +768+3.9% | Added |
| Columbus Macro, LLC | 20,238 | $1.57M | 0.57% | −709−3.4% | Reduced |
| Ronald Blue Trust, Inc. | 20,026 | $1.56M | 0.02% | +11,654+139.2% | Added |
| Level Four Advisory Services, LLC | 21,769 | $1.55M | 0.07% | −3,506−13.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19,752 | $1.54M | 0.21% | −100−0.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 19,435 | $1.51M | 0.12% | +588+3.1% | Added |
| Commerce Bank | 19,413 | $1.51M | 0.01% | +1,131+6.2% | Added |
| First American Bank | 19,223 | $1.50M | 0.11% | −2,340−10.9% | Reduced |
| Goodman Advisory Group, LLC | 19,201 | $1.50M | 0.43% | −283−1.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.49M | 0.18% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 19,110 | $1.49M | 0.03% | −61,176−76.2% | Reduced |
| Syon Capital LLC | 19,049 | $1.48M | 0.13% | +274+1.5% | Added |
| Perigon Wealth Management, LLC | 19,030 | $1.48M | 0.04% | −39−0.2% | Reduced |
| AQR Capital Management LLC | 18,864 | $1.47M | 0.00% | +5,179+37.8% | Added |
| Coppell Advisory Solutions LLC | 18,891 | $1.47M | 0.22% | +189+1.0% | Added |
| Central Trust Co | 18,185 | $1.42M | 0.03% | +9,598+111.8% | Added |
| Principal Street Partners, LLC | 18,134 | $1.41M | 0.23% | +8,986+98.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 18,128 | $1.41M | 0.05% | +673+3.9% | Added |
| PEAK6 Investments LLC | 18,001 | $1.40M | 0.07% | +2,501+16.1% | Added |
| Toronto Dominion Bank | 17,929 | $1.40M | 0.00% | +2,408+15.5% | Added |
| Fragasso Group Inc. | 17,914 | $1.40M | 0.11% | +125+0.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,810 | $1.39M | 0.01% | +5,022+39.3% | Added |
| Dakota Wealth Management | 17,763 | $1.38M | 0.03% | −317−1.8% | Reduced |
| Wealth Alliance | 17,539 | $1.37M | 0.16% | +99+0.6% | Added |
| LVW Advisors, LLC | 17,526 | $1.37M | 0.17% | −1,548−8.1% | Reduced |
| Ameritas Investment Partners, Inc. | 17,522 | $1.37M | 0.04% | +633+3.7% | Added |
| F/M Investments LLC | 17,466 | $1.36M | 0.05% | −1,942−10.0% | Reduced |
| Aaron Wealth Advisors | 17,402 | $1.36M | 0.16% | +3,599+26.1% | Added |
| SeaCrest Wealth Management, LLC | 17,346 | $1.35M | 0.15% | −168−1.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 17,338 | $1.35M | 0.04% | +69+0.4% | Added |
| Fidelis Capital Partners, LLC | 17,491 | $1.35M | 0.16% | +1,478+9.2% | Added |
| Kestra Private Wealth Services, LLC | 17,089 | $1.33M | 0.02% | −728−4.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 16,983 | $1.32M | 0.48% | −869−4.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.32M | 0.37% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 16,815 | $1.31M | 0.00% | −16,357−49.3% | Reduced |
| Fifth Third Bancorp | 16,702 | $1.30M | 0.00% | +674+4.2% | Added |
| Geller Advisors LLC | 16,649 | $1.30M | 0.09% | +46+0.3% | Added |
| USA Financial Portformulas Corp | 16,554 | $1.29M | 0.20% | +16,554 | New |
| Chesley Taft & Associates LLC | 16,525 | $1.29M | 0.06% | +16,525 | New |
| UniSuper Management Pty Ltd | 16,497 | $1.29M | 0.01% | +1,600+10.7% | Added |
| Channel Wealth LLC | 16,464 | $1.28M | 0.42% | −2,679−14.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,427 | $1.28M | 0.09% | +2,117+14.8% | Added |
| Stonegate Investment Group, LLC | 16,418 | $1.28M | 0.03% | +1,493+10.0% | Added |
| Geneos Wealth Management Inc. | 16,394 | $1.28M | 0.05% | +1,666+11.3% | Added |
| Tower Research Capital LLC (TRC) | 16,362 | $1.27M | 0.03% | −77,259−82.5% | Reduced |
| IHT Wealth Management, LLC | 16,310 | $1.27M | 0.04% | +2,363+16.9% | Added |
| Itau Unibanco Holding S.A. | 16,294 | $1.27M | 0.04% | +8,837+118.5% | Added |
| Smith, Salley & Associates | 16,158 | $1.26M | 0.08% | +162+1.0% | Added |
| Altfest L J & Co Inc | 16,118 | $1.26M | 0.17% | +194+1.2% | Added |
| TLWM | 15,964 | $1.24M | 0.25% | −413−2.5% | Reduced |
| We Are One Seven, LLC | 15,960 | $1.24M | 0.05% | −654−3.9% | Reduced |
| Global Retirement Partners, LLC | 15,945 | $1.24M | 0.04% | +575+3.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,924 | $1.24M | 0.48% | −529−3.2% | Reduced |
| Leavell Investment Management, Inc. | 15,760 | $1.23M | 0.06% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 15,740 | $1.23M | 0.58% | −100−0.6% | Reduced |
| Iams Wealth Management, LLC | 15,711 | $1.22M | 0.60% | −179−1.1% | Reduced |
| Valeo Financial Advisors, LLC | 15,657 | $1.22M | 0.03% | −473−2.9% | Reduced |
| Diversify Advisory Services, LLC | 15,769 | $1.22M | 0.07% | +221+1.4% | Added |
| Optas, LLC | 15,570 | $1.21M | 0.28% | +9,877+173.5% | Added |
| Apollon Wealth Management, LLC | 15,449 | $1.20M | 0.03% | −126−0.8% | Reduced |
| Credit Agricole S A | 15,429 | $1.20M | 0.01% | +11,660+309.4% | Added |
| GeoWealth Management, LLC | 15,379 | $1.20M | 0.04% | −177−1.1% | Reduced |
| Banco Santander, S.A. | 15,370 | $1.20M | 0.01% | −2,200−12.5% | Reduced |
| LMR Partners LLP | 15,286 | $1.19M | 0.03% | −10,600−40.9% | Reduced |
| Burney Co | 15,019 | $1.17M | 0.04% | −2,722−15.3% | Reduced |
| Westport Asset Management Inc | 15,000 | $1.17M | 0.55% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 14,960 | $1.17M | 0.07% | +198+1.3% | Added |
| West Family Investments, Inc. | 14,920 | $1.16M | 0.40% | +1,643+12.4% | Added |
| Canandaigua National Bank & Trust Co | 14,913 | $1.16M | 0.11% | −827−5.3% | Reduced |
| Malaga Cove Capital, LLC | 14,646 | $1.14M | 0.46% | −2,504−14.6% | Reduced |
| Cooper Financial Group | 14,634 | $1.14M | 0.15% | +6,269+74.9% | Added |
| Hanson & Doremus Investment Management | 14,621 | $1.14M | 0.18% | −362−2.4% | Reduced |
| VELA Investment Management, LLC | 14,539 | $1.13M | 0.39% | −994−6.4% | Reduced |
| Davenport & Co LLC | 14,535 | $1.13M | 0.01% | +724+5.2% | Added |
| Brown Advisory Inc | 14,500 | $1.13M | 0.00% | +357+2.5% | Added |
| Balyasny Asset Management LLC | 14,487 | $1.13M | 0.00% | −705,516−98.0% | Reduced |
| Dynamic Advisor Solutions LLC | 14,367 | $1.12M | 0.03% | +551+4.0% | Added |
| Stratos Wealth Partners, LTD. | 14,311 | $1.12M | 0.02% | +170+1.2% | Added |