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Livermore
Livermore
ZHEN

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, Q4 2024

Institutional positions in AstraZeneca PLC as of Dec 31, 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
1,222
+16 vs. Q3 2024
Shares held
514.0M
+17.0M (+3.4%) vs. Q3 2024
Total value
$33.7B
−$5.07B (−13.1%) vs. Q3 2024
New holders
170
423 more added
Sold out
154
428 more reduced

24 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,222 institutions
Q1 2021: 757 institutionsQ2 2021: 772 institutionsQ3 2021: 911 institutionsQ4 2021: 952 institutionsQ1 2022: 984 institutionsQ2 2022: 1,019 institutionsQ3 2022: 968 institutionsQ4 2022: 1,063 institutionsQ1 2023: 1,057 institutionsQ2 2023: 1,093 institutionsQ3 2023: 1,075 institutionsQ4 2023: 1,131 institutionsQ1 2024: 1,141 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,230 institutionsQ4 2024: 1,222 institutionsQ1 2025: 1,251 institutionsQ2 2025: 1,223 institutionsQ3 2025: 1,292 institutionsQ4 2025: 1,410 institutionsQ1 2026: 1,389 institutionsQ2 2026: 1,511 institutions
Value heldQ4 2024: $33.7B
Q1 2021: $20.4BQ2 2021: $26.1BQ3 2021: $31.1BQ4 2021: $29.4BQ1 2022: $34.3BQ2 2022: $34.9BQ3 2022: $28.3BQ4 2022: $34.2BQ1 2023: $35.0BQ2 2023: $35.4BQ3 2023: $33.7BQ4 2023: $33.2BQ1 2024: $33.8BQ2 2024: $39.0BQ3 2024: $39.1BQ4 2024: $33.7BQ1 2025: $37.0BQ2 2025: $34.7BQ3 2025: $37.9BQ4 2025: $46.4BQ1 2026: $148.4BQ2 2026: $151.3B
Institutions holding AZN and their total value by quarter
QuarterHoldersValue
Q2 20261,511$151.3B
Q1 20261,389$148.4B
Q4 20251,410$46.4B
Q3 20251,292$37.9B
Q2 20251,223$34.7B
Q1 20251,251$37.0B
Q4 20241,222$33.7B
Q3 20241,230$39.1B
Q2 20241,213$39.0B
Q1 20241,141$33.8B
Q4 20231,131$33.2B
Q3 20231,075$33.7B
Q2 20231,093$35.4B
Q1 20231,057$35.0B
Q4 20221,063$34.2B
Q3 2022968$28.3B
Q2 20221,019$34.9B
Q1 2022984$34.3B
Q4 2021952$29.4B
Q3 2021911$31.1B
Q2 2021772$26.1B
Q1 2021757$20.4B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q3 2024.

Institutions holding AZN in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners10$00.00%00.0%Unchanged
REAP Financial Group, LLC1$330.00%−75−98.7%Reduced
Lam Group, Inc.2$1310.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.3$1970.00%−1−25.0%Reduced
Bellwether Advisors, LLC3$1970.00%+3New
Financial Life Planners3$2050.00%+3New
NBC Securities, Inc.4$2780.03%−4,219−99.9%Reduced
Pillar Financial Advisors, LLC6$3940.00%+6New
Painted Porch Advisors LLC7$4590.00%+7New
SJS Investment Consulting Inc.8$5250.00%00.0%Unchanged
Menard Financial Group LLC10$6550.00%+10New
Montag A & Associates Inc10$6560.00%00.0%Unchanged
TFC Financial Management10$6560.00%00.0%Unchanged
Fortitude Family Office, LLC10$6650.00%−20−66.7%Reduced
MCF Advisors LLC13$8520.00%+13New
Householder Group Estate & Retirement Specialist, LLC18$1.00K0.00%−1,938−99.1%Reduced
Logan Capital Management Inc16$1.05K0.00%+16New
Bullock Wealth Management Group16$1.05K0.00%+16New
First Financial Corp17$1.11K0.00%00.0%Unchanged
Colonial Trust Advisors18$1.18K0.00%00.0%Unchanged
Solstein Capital, LLC19$1.25K0.00%00.0%Unchanged
Gold Investment Management Ltd.20$1.31K0.00%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC20$1.34K0.00%+20New
Olistico Wealth, LLC21$1.38K0.00%00.0%Unchanged
ZynergyRetirementPlanningLLC21$1.64K0.00%00.0%Unchanged
POM Investment Strategies, LLC27$1.77K0.00%00.0%Unchanged
Transce3nd, LLC27$1.77K0.00%+27New
Atticus Wealth Management, LLC28$1.83K0.00%−1−3.4%Reduced
ZRC Wealth Management, LLC28$1.83K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC32$2.00K0.00%+32New
Abound Wealth Management35$2.29K0.00%−193−84.6%Reduced
BFSG, LLC36$2.36K0.00%00.0%Unchanged
SWAN Capital LLC37$2.42K0.00%+37New
Hara Capital LLC40$2.62K0.00%00.0%Unchanged
Central Pacific Bank - Trust Division42$2.75K0.00%00.0%Unchanged
Millstone Evans Group, LLC42$2.75K0.00%+42New
Winch Advisory Services, LLC43$2.82K0.00%00.0%Unchanged
Johnson Financial Group, Inc.40$2.83K0.00%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd46$3.00K0.00%−2,954−98.5%Reduced
Hemington Wealth Management61$3.00K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.47$3.00K0.00%+43+1,075.0%Added
Park Square Financial Group, LLC46$3.01K0.00%+46New
TD Capital Management LLC47$3.08K0.00%+47New
Godsey & Gibb Associates49$3.21K0.00%00.0%Unchanged
Hoey Investments, Inc50$3.28K0.00%+38+316.7%Added
Creative Financial Designs Inc53$3.47K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC54$3.54K0.00%+54New
Pacifica Partners Inc.55$3.62K0.00%00.0%Unchanged
Richardson Financial Services Inc.56$3.67K0.00%−59−51.3%Reduced
Northwest Bank & Trust Co55$3.72K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC58$3.80K0.00%00.0%Unchanged
McIlrath & Eck, LLC61$4.00K0.00%00.0%Unchanged
FPC Investment Advisory, Inc.57$4.03K0.00%+57New
Tidemark, LLC64$4.19K0.00%00.0%Unchanged
Advantage Trust Co64$4.19K0.00%+64New
Criterion Capital Advisors, LLC59$4.60K0.00%00.0%Unchanged
Salomon & Ludwin, LLC74$4.85K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC75$4.91K0.00%+75New
Mainstream Capital Management LLC75$4.91K0.00%+75New
Putney Financial Group LLC75$4.91K0.00%+75New
Highline Wealth Partners LLC76$4.98K0.00%−123−61.8%Reduced
Peoples Financial Services Corp.77$5.04K0.00%00.0%Unchanged
HighMark Wealth Management LLC79$5.16K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC77$5.16K0.00%+77New
Bank of Jackson Hole Trust80$5.24K0.00%+80New
Caldwell Trust Co81$5.31K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.84$5.50K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$5.56K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC91$5.96K0.00%+91New
Pin Oak Investment Advisors Inc79$6.00K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc92$6.03K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.93$6.09K0.00%00.0%Unchanged
Sachetta, LLC95$6.22K0.00%+5+5.6%Added
Larson Financial Group LLC97$6.34K0.00%−29−23.0%Reduced
Birchbrook, Inc.100$6.55K0.00%−47−32.0%Reduced
Lowe Wealth Advisors, LLC100$6.55K0.00%00.0%Unchanged
FSA Wealth Management LLC100$6.55K0.00%00.0%Unchanged
NewSquare Capital LLC100$6.55K0.00%+100New
Atala Financial Inc100$6.55K0.00%+100New
Fourth Dimension Wealth, LLC100$6.55K0.00%+100New
Friedenthal Financial101$6.62K0.00%00.0%Unchanged
Dogwood Wealth Management LLC103$6.76K0.00%00.0%Unchanged
Asset Management One Co.,Ltd.107$7.09K0.00%−48−31.0%Reduced
Washington Trust Advisors, Inc.109$7.14K0.00%+18+19.8%Added
Lee Danner & Bass Inc114$7.47K0.00%+114New
MV Capital Management, Inc.117$7.67K0.00%00.0%Unchanged
Valued Wealth Advisors LLC117$7.67K0.00%00.0%Unchanged
True Wealth Design, LLC118$7.73K0.00%+14+13.5%Added
Morton Brown Family Wealth, LLC120$7.86K0.00%+60+100.0%Added
Quest 10 Wealth Builders, Inc.123$8.06K0.01%+123New
EnRich Financial Partners LLC123$8.09K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.125$8.19K0.00%00.0%Unchanged
West Paces Advisors Inc.125$8.19K0.00%00.0%Unchanged
Global Wealth Strategies & Associates126$8.26K0.00%00.0%Unchanged
Dunhill Financial, LLC128$8.39K0.00%+64+100.0%Added
Nemes Rush Group LLC132$8.62K0.00%+32+32.0%Added
Bell Investment Advisors, Inc132$8.65K0.00%−54−29.0%Reduced
PSI Advisors, LLC137$8.97K0.00%00.0%Unchanged
Truvestments Capital LLC143$9.38K0.00%+81+130.6%Added
First Community Trust NA150$9.83K0.01%00.0%Unchanged