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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 4,616 | $359.6K | 0.02% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,596 | $358.1K | 0.10% | −78−1.7% | Reduced |
| Smithfield Trust Co | 4,619 | $358.0K | 0.02% | +471+11.4% | Added |
| Stevard, LLC | 4,590 | $357.6K | 1.46% | −2,658−36.7% | Reduced |
| Angeles Investment Advisors, LLC | 4,590 | $357.6K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4,577 | $356.6K | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,527 | $352.7K | 0.03% | −18−0.4% | Reduced |
| Patriot Investment Management Inc. | 4,522 | $352.3K | 0.03% | −365−7.5% | Reduced |
| Private Trust Co NA | 4,509 | $351.3K | 0.04% | +488+12.1% | Added |
| Abel Hall, LLC | 4,483 | $349.3K | 0.23% | −130−2.8% | Reduced |
| Siemens Fonds Invest GmbH | 9,834 | $347.0K | 0.03% | −725−6.9% | Reduced |
| Guardian Wealth Management, Inc. | 4,454 | $347.0K | 0.24% | +6+0.1% | Added |
| GenTrust, LLC | 4,451 | $346.8K | 0.02% | −2,785−38.5% | Reduced |
| Capital Advisors Inc | 4,436 | $345.6K | 0.01% | −287−6.1% | Reduced |
| Glenview Trust Co | 4,430 | $345.1K | 0.01% | −1,222−21.6% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,426 | $344.8K | 0.15% | −93−2.1% | Reduced |
| Clear Street Markets LLC | 2,447 | $343.0K | 0.22% | −68,349−96.5% | Reduced |
| Cumberland Partners Ltd | 4,398 | $342.6K | 0.02% | +233+5.6% | Added |
| Astoria Portfolio Advisors LLC. | 4,372 | $338.2K | 0.12% | +10.0% | Added |
| Verition Fund Management LLC | 4,337 | $337.9K | 0.00% | −8,404−66.0% | Reduced |
| Integrated Investment Consultants, LLC | 4,318 | $336.4K | 0.07% | +4,318 | New |
| Global Financial Private Client, LLC | 4,298 | $334.9K | 0.13% | +276+6.9% | Added |
| Granite Group Advisors, LLC | 4,286 | $333.9K | 0.21% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,279 | $333.4K | 0.04% | +827+24.0% | Added |
| Arete Wealth Advisors, LLC | 4,274 | $333.0K | 0.03% | −7,346−63.2% | Reduced |
| Drive Wealth Management, LLC | 4,251 | $331.2K | 0.09% | +19+0.4% | Added |
| Diversified, LLC | 4,249 | $331.0K | 0.04% | +36+0.9% | Added |
| Diversified Enterprises, LLC | 4,249 | $331.0K | 0.04% | +4,249 | New |
| Altus Wealth Management, LLC | 4,243 | $330.6K | 0.16% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 4,240 | $330.3K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,223 | $329.0K | 0.03% | −21−0.5% | Reduced |
| Diversify Wealth Management, LLC | 4,249 | $327.0K | 0.03% | −83−1.9% | Reduced |
| Cora Capital Advisors LLC | 4,184 | $326.0K | 0.16% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 4,175 | $325.3K | 0.20% | 00.0% | Unchanged |
| Seven Mile Advisory | 4,172 | $325.0K | 0.22% | +751+22.0% | Added |
| Legal Advantage Investments, Inc. | 4,150 | $323.3K | 0.18% | −200−4.6% | Reduced |
| Bank of Stockton | 4,142 | $322.7K | 0.10% | +1,356+48.7% | Added |
| Thompson Siegel & Walmsley LLC | 4,131 | $322.0K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 4,126 | $321.5K | 0.01% | +816+24.7% | Added |
| Great Valley Advisor Group, Inc. | 4,127 | $321.2K | 0.01% | −171−4.0% | Reduced |
| Visionary Wealth Advisors | 4,116 | $320.7K | 0.02% | −10−0.2% | Reduced |
| American Trust | 4,102 | $319.6K | 0.03% | −285−6.5% | Reduced |
| First Financial Bank - Trust Division | 4,100 | $319.4K | 0.03% | +42+1.0% | Added |
| Affinity Wealth Management LLC | 4,097 | $319.2K | 0.06% | −6,000−59.4% | Reduced |
| Holistic Financial Partners | 4,080 | $317.9K | 0.15% | −1,751−30.0% | Reduced |
| Kolinsky Wealth Management, LLC | 4,052 | $315.7K | 0.21% | +400+11.0% | Added |
| Centaurus Financial, Inc. | 4,037 | $315.0K | 0.02% | +1,700+72.7% | Added |
| Barry Investment Advisors, LLC | 4,007 | $312.2K | 0.10% | +11+0.3% | Added |
| Sandler Capital Management | 4,000 | $311.6K | 0.06% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,983 | $310.3K | 0.06% | +22+0.6% | Added |
| Aigen Investment Management, LP | 3,950 | $307.7K | 0.06% | +3,950 | New |
| U.S. Capital Wealth Advisors, LLC | 3,925 | $305.8K | 0.01% | −907−18.8% | Reduced |
| Pinnacle Financial Partners Inc | 3,908 | $304.5K | 0.01% | +953+32.3% | Added |
| Argonautica Private Wealth Management, Inc | 3,894 | $303.4K | 0.10% | +20+0.5% | Added |
| Kendall Capital Management | 3,886 | $302.8K | 0.09% | −25−0.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 3,856 | $300.4K | 0.10% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 3,841 | $299.3K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,838 | $299.0K | 0.01% | +314+8.9% | Added |
| Veracity Capital LLC | 3,833 | $298.6K | 0.11% | +164+4.5% | Added |
| SevenBridge Financial Group, LLC | 4,579 | $296.7K | 0.06% | +325+7.6% | Added |
| Moody National Bank Trust Division | 3,798 | $295.9K | 0.03% | +3,798 | New |
| Princeton Global Asset Management LLC | 3,793 | $295.5K | 0.06% | −155−3.9% | Reduced |
| Legacy Capital Group California, Inc. | 3,769 | $293.6K | 0.10% | +3,769 | New |
| Wolverine Asset Management LLC | 3,743 | $291.6K | 0.01% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 3,759 | $291.3K | 0.02% | +437+13.2% | Added |
| Canal Capital Management, LLC | 3,725 | $290.2K | 0.05% | +126+3.5% | Added |
| Gilman Hill Asset Management, LLC | 3,703 | $288.5K | 0.05% | +1,125+43.6% | Added |
| Warther Private Wealth, LLC | 3,698 | $288.1K | 0.10% | −500−11.9% | Reduced |
| Philadelphia Trust Co | 3,686 | $287.0K | 0.02% | −212−5.4% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,681 | $286.8K | 0.07% | +8+0.2% | Added |
| WMS Partners, LLC | 3,678 | $286.6K | 0.02% | +493+15.5% | Added |
| Empower Advisory Group, LLC | 3,664 | $285.5K | 0.00% | −4,259−53.8% | Reduced |
| Park Place Capital Corp | 3,642 | $283.7K | 0.08% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 3,619 | $282.0K | 0.05% | +3,619 | New |
| Widmann Financial Services, Inc. | 3,611 | $281.3K | 0.21% | +400+12.5% | Added |
| Wexford Capital LP | 3,605 | $280.9K | 0.07% | −7,859−68.6% | Reduced |
| Hudock, Inc. | 3,603 | $280.7K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,586 | $279.4K | 0.08% | +1,700+90.1% | Added |
| Csenge Advisory Group | 3,559 | $275.3K | 0.01% | +565+18.9% | Added |
| Cobblestone Capital Advisors LLC | 3,529 | $274.9K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,524 | $274.6K | 0.05% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,497 | $273.0K | 0.13% | +10.0% | Added |
| Blue Barn Wealth, LLC | 3,504 | $273.0K | 0.14% | +136+4.0% | Added |
| American National Bank | 3,495 | $272.3K | 0.03% | −1,496−30.0% | Reduced |
| Western Wealth Management, LLC | 3,485 | $271.5K | 0.02% | +70+2.0% | Added |
| Northcape Wealth Management, LLC | 3,450 | $268.8K | 0.09% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,443 | $268.2K | 0.07% | +3,443 | New |
| CWA Asset Management Group, LLC | 3,412 | $265.8K | 0.01% | +3,412 | New |
| Cable Hill Partners, LLC | 3,411 | $265.8K | 0.03% | −71−2.0% | Reduced |
| Independent Advisor Alliance | 3,405 | $265.3K | 0.01% | −20−0.6% | Reduced |
| NWF Advisory Services Inc. | 3,395 | $264.5K | 0.04% | +3,395 | New |
| NorthRock Partners, LLC | 3,382 | $263.3K | 0.01% | +50+1.5% | Added |
| FC Advisory LLC | 3,359 | $261.7K | 0.09% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 3,346 | $260.7K | 0.10% | −49−1.4% | Reduced |
| National Philanthropic Trust | 3,343 | $260.5K | 0.00% | +13+0.4% | Added |
| Meadow Creek Wealth Advisors LLC | 3,342 | $260.4K | 0.21% | −10.0% | Reduced |
| Horizon Family Wealth, Inc. | 3,310 | $257.8K | 0.18% | +69+2.1% | Added |
| LaSalle St. Investment Advisors, LLC | 3,260 | $254.0K | 0.10% | +36+1.1% | Added |
| SRS Capital Advisors, Inc. | 3,227 | $251.4K | 0.02% | +45+1.4% | Added |
| Chapin Davis, Inc. | 3,227 | $251.4K | 0.08% | +50+1.6% | Added |