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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 6,455 | $502.9K | 0.01% | +505+8.5% | Added |
| First Manhattan Co | 6,425 | $500.6K | 0.00% | 00.0% | Unchanged |
| Omers Administration Corp | 6,400 | $498.6K | 0.00% | +6,400 | New |
| Simon Quick Advisors, LLC | 6,354 | $495.1K | 0.03% | +192+3.1% | Added |
| First Western Trust Bank | 6,314 | $491.9K | 0.02% | +41+0.7% | Added |
| Prudential PLC | 6,310 | $491.6K | 0.00% | −100−1.6% | Reduced |
| Capital Asset Advisory Services LLC | 6,376 | $490.2K | 0.02% | −325−4.9% | Reduced |
| Aspen Grove Capital, LLC | 6,277 | $489.0K | 0.11% | +290+4.8% | Added |
| Axq Capital, LP | 6,244 | $486.5K | 0.15% | +360+6.1% | Added |
| EverSource Wealth Advisors, LLC | 6,222 | $484.7K | 0.03% | +105+1.7% | Added |
| Kathmere Capital Management, LLC | 6,220 | $484.6K | 0.05% | +719+13.1% | Added |
| Traveka Wealth, LLC | 6,211 | $483.9K | 0.25% | +195+3.2% | Added |
| Simplicity Wealth,LLC | 6,189 | $482.2K | 0.04% | −63,412−91.1% | Reduced |
| Boston Trust Walden Corp | 6,166 | $480.4K | 0.00% | +711+13.0% | Added |
| New England Research & Management, Inc. | 6,150 | $479.0K | 0.22% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 6,138 | $478.2K | 0.13% | +188+3.2% | Added |
| Cromwell Holdings LLC | 6,119 | $476.7K | 0.31% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,094 | $474.8K | 0.01% | +1,938+46.6% | Added |
| Haverford Trust Co | 6,047 | $471.1K | 0.00% | −31−0.5% | Reduced |
| Clean Yield Group | 6,014 | $468.6K | 0.15% | +114+1.9% | Added |
| Marex Group plc | 6,000 | $467.5K | 0.01% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 5,941 | $462.9K | 0.01% | +5,941 | New |
| Daymark Wealth Partners, LLC | 5,924 | $461.6K | 0.02% | +75+1.3% | Added |
| Ambassador Advisors, LLC | 5,900 | $459.7K | 0.08% | −159−2.6% | Reduced |
| Hilltop National Bank | 5,896 | $459.4K | 0.14% | 00.0% | Unchanged |
| GTS Securities LLC | 5,876 | $457.8K | 0.01% | −4,140−41.3% | Reduced |
| Channing Global Advisors, LLC | 5,864 | $456.9K | 0.39% | −684−10.4% | Reduced |
| IFP Advisors, Inc | 5,848 | $455.7K | 0.02% | +122+2.1% | Added |
| Essex Savings Bank | 5,830 | $454.2K | 0.11% | +382+7.0% | Added |
| Choate Investment Advisors | 5,820 | $453.4K | 0.01% | +557+10.6% | Added |
| MMBG Investment Advisors Co. | 5,809 | $452.6K | 0.05% | +5,809 | New |
| Badgley Phelps Wealth Managers, LLC | 5,808 | $452.5K | 0.01% | +5,808 | New |
| Chicago Capital, LLC | 5,806 | $452.3K | 0.01% | −723−11.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,805 | $452.3K | 0.03% | +10.0% | Added |
| GPS Wealth Strategies Group, LLC | 5,788 | $450.9K | 0.06% | +70+1.2% | Added |
| Quotient Wealth Partners, LLC | 5,787 | $450.9K | 0.01% | +226+4.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 5,768 | $449.4K | 0.88% | +1,137+24.6% | Added |
| XML Financial, LLC | 5,748 | $447.8K | 0.04% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 5,740 | $447.2K | 0.03% | −373−6.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,719 | $446.0K | 0.10% | −171−2.9% | Reduced |
| GDS Wealth Management | 5,709 | $444.8K | 0.04% | −448−7.3% | Reduced |
| Wolverine Trading, LLC | 5,705 | $442.8K | 0.01% | +2,608+84.2% | Added |
| KCM Investment Advisors LLC | 5,672 | $441.9K | 0.01% | −171−2.9% | Reduced |
| Wealthcare Advisory Partners LLC | 5,660 | $440.9K | 0.01% | −198−3.4% | Reduced |
| Spinnaker Investment Group, LLC | 5,580 | $434.7K | 0.11% | 00.0% | Unchanged |
| Northstar Group, Inc. | 5,566 | $433.6K | 0.08% | −175−3.0% | Reduced |
| Gallacher Capital Management LLC | 5,543 | $431.9K | 0.20% | +409+8.0% | Added |
| Atlas Capital Advisors LLC | 5,509 | $429.2K | 0.07% | +300+5.8% | Added |
| J.W. Cole Advisors, Inc. | 5,506 | $429.0K | 0.02% | −48−0.9% | Reduced |
| Connecticut Wealth Management, LLC | 5,481 | $427.0K | 0.02% | −331−5.7% | Reduced |
| First Horizon Advisors, Inc. | 5,458 | $425.3K | 0.01% | +1,180+27.6% | Added |
| Pointe Capital Management LLC | 5,454 | $424.9K | 0.25% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,433 | $423.3K | 0.04% | +887+19.5% | Added |
| E Fund Management Co., Ltd. | 5,432 | $423.2K | 0.02% | +454+9.1% | Added |
| Baron Wealth Management LLC | 5,422 | $422.4K | 0.20% | −43−0.8% | Reduced |
| Archford Capital Strategies, LLC | 5,407 | $422.3K | 0.06% | −1,252−18.8% | Reduced |
| Farther Finance Advisors, LLC | 5,401 | $420.8K | 0.02% | −208−3.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,395 | $420.4K | 0.11% | −181−3.2% | Reduced |
| Institute for Wealth Management, LLC. | 5,392 | $420.1K | 0.05% | −51−0.9% | Reduced |
| Nations Financial Group Inc, | 5,368 | $418.3K | 0.03% | +267+5.2% | Added |
| Fifth Third Wealth Advisors LLC | 5,329 | $415.2K | 0.03% | +5,329 | New |
| Diversified Trust Co | 5,321 | $414.6K | 0.01% | −9−0.2% | Reduced |
| Clark Capital Management Group, Inc. | 5,309 | $413.6K | 0.00% | −135−2.5% | Reduced |
| Focus Financial Network, Inc. | 5,295 | $412.5K | 0.02% | +441+9.1% | Added |
| Advisor OS, LLC | 5,260 | $409.8K | 0.04% | −357−6.4% | Reduced |
| Norinchukin Bank, The | 5,191 | $404.4K | 0.01% | +586+12.7% | Added |
| Aprio Wealth Management, LLC | 5,162 | $402.1K | 0.06% | +860+20.0% | Added |
| Lion Street Advisors, LLC | 5,112 | $398.3K | 0.14% | +1,650+47.7% | Added |
| Grimes & Company, Inc. | 5,096 | $397.0K | 0.01% | −62−1.2% | Reduced |
| Covenant Asset Management, LLC | 5,058 | $394.1K | 0.09% | −25−0.5% | Reduced |
| Northeast Financial Consultants Inc | 5,054 | $393.7K | 0.02% | +9+0.2% | Added |
| FRG Family Wealth Advisors LLC | 5,050 | $393.4K | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 5,044 | $393.0K | 0.03% | −37−0.7% | Reduced |
| Noesis Capital Mangement Corp | 5,009 | $390.3K | 0.08% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 5,000 | $389.6K | 0.02% | −58,661−92.1% | Reduced |
| Canopy Partners, LLC | 4,983 | $388.2K | 0.17% | −776−13.5% | Reduced |
| GM Advisory Group, Inc. | 4,968 | $387.1K | 0.02% | +123+2.5% | Added |
| Robertson Stephens Wealth Management, LLC | 4,940 | $384.9K | 0.01% | +4,940 | New |
| McKinley Carter Wealth Services, Inc. | 4,938 | $384.7K | 0.02% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 4,931 | $384.2K | 0.13% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,916 | $383.0K | 0.01% | −1,043−17.5% | Reduced |
| Opal Wealth Advisors, LLC | 4,916 | $383.0K | 0.12% | +2,414+96.5% | Added |
| Gateway Investment Advisers LLC | 4,883 | $380.4K | 0.00% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,871 | $379.5K | 0.10% | −1,491−23.4% | Reduced |
| Wealthspire Advisors, LLC | 4,819 | $375.5K | 0.00% | +410+9.3% | Added |
| Independent Financial Group, LLC | 4,775 | $372.0K | 0.01% | −177−3.6% | Reduced |
| Joel Isaacson & Co., LLC | 4,753 | $370.3K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,741 | $369.3K | 0.06% | +4,741 | New |
| Merit Financial Group, LLC | 4,723 | $368.0K | 0.01% | −2,709−36.5% | Reduced |
| Hexagon Capital Partners LLC | 4,723 | $368.0K | 0.07% | +32+0.7% | Added |
| Advisors Management Group Inc | 4,696 | $366.0K | 0.09% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,696 | $365.8K | 0.11% | +4,696 | New |
| Wrapmanager Inc | 4,693 | $365.6K | 0.09% | −473−9.2% | Reduced |
| Willner & Heller, LLC | 4,658 | $362.9K | 0.32% | +23+0.5% | Added |
| Baldwin Investment Management, LLC | 4,656 | $362.7K | 0.05% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 4,652 | $362.4K | 0.19% | +7+0.2% | Added |
| Redwood Investment Management, LLC | 4,653 | $362.0K | 0.03% | −9−0.2% | Reduced |
| Roberts Glore & Co Inc | 4,646 | $361.9K | 0.10% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 4,645 | $361.9K | 0.09% | +1,520+48.6% | Added |
| Sigma Planning Corp | 4,622 | $360.1K | 0.01% | −825−15.1% | Reduced |