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 |
|---|---|---|---|---|---|
| Stonehage Fleming Financial Services Holdings Ltd | 9,430 | $734.7K | 0.02% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 9,400 | $732.3K | 0.27% | +4,800+104.3% | Added |
| Hilltop Holdings Inc. | 9,368 | $729.8K | 0.05% | +9,368 | New |
| Congress Wealth Management LLC | 9,357 | $729.1K | 0.01% | +9,357 | New |
| Advisors Capital Management, LLC | 9,338 | $728.0K | 0.01% | +721+8.4% | Added |
| PDS Planning, Inc | 9,335 | $727.3K | 0.07% | −2,048−18.0% | Reduced |
| Fulton Bank, N.A. | 9,329 | $726.8K | 0.03% | +211+2.3% | Added |
| Courier Capital LLC | 9,317 | $725.9K | 0.05% | −400−4.1% | Reduced |
| Portside Wealth Group, LLC | 9,276 | $722.7K | 0.12% | +2,545+37.8% | Added |
| Legacy Capital Wealth Partners, LLC | 9,240 | $719.9K | 0.14% | +212+2.3% | Added |
| Heritage Family Offices, LLP | 9,132 | $711.5K | 0.37% | +31+0.3% | Added |
| Nilsine Partners, LLC | 9,109 | $709.7K | 0.09% | −140−1.5% | Reduced |
| Bank of Hawaii | 9,088 | $708.0K | 0.03% | −1,335−12.8% | Reduced |
| Oakworth Capital, Inc. | 9,079 | $707.3K | 0.05% | −320−3.4% | Reduced |
| Eagle Strategies LLC | 9,071 | $706.7K | 0.13% | −1,139−11.2% | Reduced |
| Smartleaf Asset Management LLC | 9,075 | $704.4K | 0.09% | +2,252+33.0% | Added |
| Norden Group LLC | 8,995 | $700.8K | 0.08% | +4,063+82.4% | Added |
| Allianz Asset Management GmbH | 8,988 | $700.3K | 0.00% | +2,733+43.7% | Added |
| D.B. Root & Company, LLC | 8,919 | $694.9K | 0.23% | +345+4.0% | Added |
| Heritage Wealth Management, Inc. | 8,900 | $693.4K | 0.23% | 00.0% | Unchanged |
| Five Oceans Advisors | 8,876 | $691.5K | 0.33% | +719+8.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,836 | $688.4K | 0.05% | +8,836 | New |
| Signature Estate & Investment Advisors LLC | 8,836 | $688.4K | 0.02% | +40+0.5% | Added |
| Howland Capital Management LLC | 8,814 | $686.7K | 0.03% | −776−8.1% | Reduced |
| Harbour Investments, Inc. | 8,805 | $686.2K | 0.02% | +160+1.9% | Added |
| Paragon Capital Management Inc | 8,696 | $677.5K | 0.50% | +8,696 | New |
| Liberty One Investment Management, LLC | 8,658 | $674.5K | 0.07% | −352−3.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,578 | $668.3K | 0.02% | −53−0.6% | Reduced |
| Bray Capital Advisors | 8,500 | $662.2K | 0.16% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 8,496 | $661.9K | 0.13% | 00.0% | Unchanged |
| STF Management LP | 8,486 | $661.1K | 0.30% | −768−8.3% | Reduced |
| Columbia Asset Management | 8,485 | $661.0K | 0.12% | −209−2.4% | Reduced |
| AE Wealth Management LLC | 8,352 | $650.7K | 0.01% | +692+9.0% | Added |
| Coastline Trust Co | 8,320 | $648.2K | 0.08% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 8,313 | $647.7K | 0.33% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 8,303 | $646.9K | 0.02% | +342+4.3% | Added |
| Baker Tilly Wealth Management, LLC | 8,300 | $646.7K | 0.29% | +1,540+22.8% | Added |
| 180 Wealth Advisors, LLC | 8,297 | $646.4K | 0.10% | −14−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 8,274 | $644.6K | 0.01% | −397−4.6% | Reduced |
| Pensionmark Financial Group, LLC | 8,267 | $644.1K | 0.02% | +4,430+115.5% | Added |
| Accurate Wealth Management, LLC | 8,188 | $637.4K | 0.13% | +224+2.8% | Added |
| HBK Sorce Advisory LLC | 8,125 | $633.0K | 0.02% | −703−8.0% | Reduced |
| Equitable Holdings, Inc. | 8,052 | $627.3K | 0.01% | +1,969+32.4% | Added |
| Nwam LLC | 8,047 | $627.0K | 0.04% | +8,047 | New |
| Garrison Asset Management, LLC | 8,045 | $626.8K | 0.32% | −25−0.3% | Reduced |
| Wick Capital Partners, LLC | 8,033 | $625.8K | 0.20% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 8,022 | $625.0K | 0.03% | +109+1.4% | Added |
| Ar Asset Management Inc | 8,000 | $623.0K | 0.14% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,990 | $622.5K | 0.01% | −23,561−74.7% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 7,900 | $615.0K | 0.02% | +7,900 | New |
| Lindbrook Capital, LLC | 7,889 | $614.6K | 0.05% | −692−8.1% | Reduced |
| Journey Strategic Wealth LLC | 7,873 | $613.4K | 0.02% | +1,963+33.2% | Added |
| Sunbelt Securities, Inc. | 7,740 | $603.1K | 0.06% | +37+0.5% | Added |
| Key Financial Inc | 7,717 | $601.3K | 0.13% | +6+0.1% | Added |
| AA Financial Advisors, LLC | 7,710 | $600.7K | 0.17% | +752+10.8% | Added |
| Summit Trail Advisors, LLC | 7,675 | $597.9K | 0.01% | −922−10.7% | Reduced |
| Autumn Glory Partners, LLC | 7,359 | $594.2K | 0.23% | +7,359 | New |
| First Affirmative Financial Network | 7,616 | $593.3K | 0.32% | +2,124+38.7% | Added |
| Banco de Sabadell, S.A | 7,584 | $593.0K | 0.44% | +560+8.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 7,601 | $592.2K | 0.06% | +1,205+18.8% | Added |
| Centiva Capital, LP | 7,551 | $588.3K | 0.03% | +7,551 | New |
| Ameritas Advisory Services, LLC | 7,538 | $587.3K | 0.03% | −6,034−44.5% | Reduced |
| Fca Corp | 7,500 | $584.3K | 0.18% | 00.0% | Unchanged |
| Monetary Management Group Inc | 7,500 | $584.3K | 0.15% | +2,000+36.4% | Added |
| Wedbush Securities Inc | 7,496 | $584.0K | 0.02% | −15,566−67.5% | Reduced |
| Marcum Wealth, LLC | 7,457 | $581.0K | 0.05% | −1,418−16.0% | Reduced |
| Everpar Advisors LLC | 7,455 | $580.8K | 0.30% | −137−1.8% | Reduced |
| Grandfield & Dodd, LLC | 7,426 | $578.6K | 0.03% | −1,455−16.4% | Reduced |
| Parnassus Investments | 7,406 | $577.0K | 0.00% | −2,606−26.0% | Reduced |
| NFJ Investment Group, LLC | 7,392 | $575.9K | 0.02% | −378−4.9% | Reduced |
| Miracle Mile Advisors, LLC | 7,327 | $570.8K | 0.01% | −998−12.0% | Reduced |
| Trust Co of Toledo NA | 7,314 | $569.8K | 0.08% | +375+5.4% | Added |
| LVM Capital Management Ltd | 7,300 | $569.0K | 0.06% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 7,200 | $563.8K | 0.54% | −3,314−31.5% | Reduced |
| Moors & Cabot, Inc. | 7,191 | $560.2K | 0.03% | +121+1.7% | Added |
| Fiduciary Trust Co | 7,184 | $559.7K | 0.01% | +113+1.6% | Added |
| Sivia Capital Partners, LLC | 7,164 | $558.1K | 0.33% | +486+7.3% | Added |
| Canandaigua National Trust Co of Florida | 7,147 | $556.8K | 0.48% | +7,147 | New |
| Fruth Investment Management | 7,098 | $553.0K | 0.14% | 00.0% | Unchanged |
| Gradient Investments LLC | 7,071 | $550.9K | 0.01% | −71−1.0% | Reduced |
| Prospector Partners LLC | 7,055 | $549.7K | 0.06% | +355+5.3% | Added |
| Beacon Investment Advisory Services, Inc. | 7,000 | $545.4K | 0.02% | −19−0.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,996 | $545.1K | 0.11% | −1,222−14.9% | Reduced |
| Cohen Investment Advisors LLC | 6,969 | $543.0K | 0.33% | −1,554−18.2% | Reduced |
| Sage Mountain Advisors LLC | 6,901 | $537.7K | 0.05% | +411+6.3% | Added |
| Stock Yards Bank & Trust Co | 6,892 | $537.0K | 0.02% | +72+1.1% | Added |
| Financial Counselors Inc | 6,833 | $532.4K | 0.01% | +287+4.4% | Added |
| Spire Wealth Management | 6,737 | $524.9K | 0.02% | −182−2.6% | Reduced |
| Stratos Wealth Advisors, LLC | 6,699 | $521.9K | 0.02% | +133+2.0% | Added |
| Johnson Investment Counsel Inc | 6,661 | $518.9K | 0.01% | −483−6.8% | Reduced |
| Toroso Investments, LLC | 6,649 | $518.0K | 0.01% | +362+5.8% | Added |
| Crumly & Associates Inc. | 6,644 | $517.6K | 0.14% | +143+2.2% | Added |
| Keel Point, LLC | 6,617 | $515.5K | 0.04% | +7+0.1% | Added |
| Bradley Foster & Sargent Inc | 6,612 | $515.1K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,611 | $515.1K | 0.04% | −220−3.2% | Reduced |
| Argent Trust Co | 6,551 | $510.4K | 0.02% | −585−8.2% | Reduced |
| BKM Wealth Management, LLC | 6,550 | $510.3K | 0.21% | −33,385−83.6% | Reduced |
| Brown Brothers Harriman & Co | 6,506 | $506.9K | 0.00% | +444+7.3% | Added |
| McLean Asset Management Corp | 6,508 | $504.2K | 0.15% | −42−0.6% | Reduced |
| Significant Wealth Partners LLC | 6,469 | $504.0K | 0.26% | +109+1.7% | Added |