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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | 88,424 | $5.79M | 0.57% | +4,026+4.8% | Added |
| TownSquare Capital, LLC | 88,576 | $5.80M | 0.07% | +2,207+2.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 88,999 | $5.83M | 0.02% | −3,475−3.8% | Reduced |
| FourThought Financial Partners, LLC | 89,856 | $5.89M | 0.61% | +1,844+2.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 91,980 | $6.08M | 0.07% | +37,580+69.1% | Added |
| TCG Advisory Services, LLC | 94,039 | $6.16M | 0.26% | +7,834+9.1% | Added |
| Pictet North America Advisors SA | 95,562 | $6.26M | 0.60% | +65,137+214.1% | Added |
| JustInvest LLC | 97,197 | $6.37M | 0.10% | +576+0.6% | Added |
| Ethic Inc. | 97,608 | $6.40M | 0.13% | +6,475+7.1% | Added |
| Fred Alger Management, LLC | 98,631 | $6.46M | 0.03% | −258,983−72.4% | Reduced |
| Armistice Capital, LLC | 100,000 | $6.55M | 0.15% | +100,000 | New |
| Avantax Advisory Services, Inc. | 101,896 | $6.68M | 0.04% | −5,481−5.1% | Reduced |
| Peapack Gladstone Financial Corp | 102,015 | $6.68M | 0.10% | −47,590−31.8% | Reduced |
| Prospera Financial Services Inc | 102,559 | $6.72M | 0.16% | −688−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 102,631 | $6.72M | 0.08% | +10,653+11.6% | Added |
| Eversept Partners, LP | 102,661 | $6.73M | 0.69% | +102,661 | New |
| Atria Investments LLC | 103,688 | $6.79M | 0.08% | −3,180−3.0% | Reduced |
| Wesbanco Bank Inc | 105,122 | $6.89M | 0.24% | +26,391+33.5% | Added |
| Bamco Inc | 107,652 | $7.05M | 0.02% | −25,592−19.2% | Reduced |
| Quantitative Investment Management, LLC | 109,588 | $7.18M | 0.54% | +109,588 | New |
| Mediolanum International Funds Ltd | 113,003 | $7.39M | 0.10% | −237,090−67.7% | Reduced |
| HSBC Holdings PLC | 112,749 | $7.40M | 0.00% | −1,702,389−93.8% | Reduced |
| Quantinno Capital Management LP | 115,100 | $7.54M | 0.07% | −25,496−18.1% | Reduced |
| Altrius Capital Management Inc | 115,153 | $7.54M | 2.03% | +6,363+5.8% | Added |
| Bessemer Group Inc | 115,187 | $7.55M | 0.01% | −4,115−3.4% | Reduced |
| Parkwood LLC | 118,199 | $7.74M | 0.95% | +45,514+62.6% | Added |
| Azimuth Capital Investment Management LLC | 119,575 | $7.83M | 0.30% | +69,005+136.5% | Added |
| Captrust Financial Advisors | 119,690 | $7.84M | 0.02% | −17,443−12.7% | Reduced |
| Generate Investment Management Ltd | 120,851 | $7.92M | 0.55% | +120,851 | New |
| GF Fund Management Co. Ltd. | 122,586 | $8.03M | 0.18% | +122,586 | New |
| Glenmede Trust Co NA | 125,755 | $8.24M | 0.04% | −65,377−34.2% | Reduced |
| Acadian Asset Management LLC | 130,138 | $8.52M | 0.02% | −386,039−74.8% | Reduced |
| New York State Common Retirement Fund | 133,043 | $8.72M | 0.01% | +9,124+7.4% | Added |
| Act Two Investors LLC | 133,396 | $8.74M | 1.70% | −187,443−58.4% | Reduced |
| LMR Partners LLP | 141,962 | $9.30M | 0.16% | +126,676+828.7% | Added |
| Capital World Investors | 143,030 | $9.38M | 0.00% | −6,111,652−97.7% | Reduced |
| Dodge & Cox | 143,710 | $9.42M | 0.01% | −5,325−3.6% | Reduced |
| Edge Capital Group, LLC | 143,842 | $9.42M | 0.42% | −168−0.1% | Reduced |
| Oak Ridge Investments LLC | 143,973 | $9.43M | 0.74% | +7,341+5.4% | Added |
| Jane Street Group, LLC | 145,080 | $9.51M | 0.02% | −236,478−62.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 146,769 | $9.62M | 0.03% | +6,853+4.9% | Added |
| iA Global Asset Management Inc. | 148,153 | $9.71M | 0.17% | +6,914+4.9% | Added |
| Bailard, Inc. | 149,048 | $9.77M | 0.25% | +760+0.5% | Added |
| Brinker Capital Investments, LLC | 149,169 | $9.77M | 0.10% | −16,770−10.1% | Reduced |
| Orion Portfolio Solutions, LLC | 149,169 | $9.77M | 0.10% | −16,770−10.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 149,796 | $9.81M | 0.92% | +30,414+25.5% | Added |
| Tang Capital Management LLC | 150,000 | $9.83M | 0.65% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 152,620 | $9.99M | 0.79% | +152,620 | New |
| Zevin Asset Management LLC | 152,875 | $10.0M | 1.47% | +18,776+14.0% | Added |
| Park National Corp | 154,132 | $10.1M | 0.37% | +911+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 153,695 | $10.1M | 0.02% | +93,071+153.5% | Added |
| Hilton Capital Management, LLC | 155,317 | $10.2M | 0.88% | −20,175−11.5% | Reduced |
| Advisor Group Holdings, Inc. | 157,444 | $10.2M | 0.02% | −50,427−24.3% | Reduced |
| Howe & Rusling Inc | 156,465 | $10.3M | 0.88% | +36,653+30.6% | Added |
| Mercer Global Advisors Inc | 160,124 | $10.5M | 0.03% | +160,124 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 163,413 | $10.7M | 0.02% | +50,844+45.2% | Added |
| Deutsche Bank AG | 164,624 | $10.8M | 0.00% | +6,039+3.8% | Added |
| Cullen/Frost Bankers, Inc. | 164,671 | $10.8M | 0.15% | +11,871+7.8% | Added |
| Anchor Capital Advisors LLC | 165,428 | $10.8M | 0.31% | −1,590−1.0% | Reduced |
| Sit Investment Associates Inc | 166,850 | $10.9M | 0.25% | −73,050−30.5% | Reduced |
| Marathon Capital Management | 168,090 | $11.0M | 2.75% | +5,080+3.1% | Added |
| Teachers Retirement System of the State of Kentucky | 169,582 | $11.1M | 0.10% | −336,490−66.5% | Reduced |
| National Bank of Canada | 177,813 | $11.7M | 0.02% | +19,484+12.3% | Added |
| O'Shaughnessy Asset Management, LLC | 179,054 | $11.7M | 0.10% | −27,430−13.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 158,945 | $11.8M | 0.98% | +61,259+62.7% | Added |
| Community Trust & Investment Co | 183,523 | $12.0M | 0.74% | +8,903+5.1% | Added |
| UBS Asset Management Americas Inc | 183,548 | $12.0M | 0.00% | +183,548 | New |
| First Foundation Advisors | 190,171 | $12.5M | 0.47% | −14,241−7.0% | Reduced |
| Artia Global Partners LP | 190,752 | $12.5M | 5.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 192,433 | $12.6M | 0.02% | −891−0.5% | Reduced |
| CI Private Wealth, LLC | 197,257 | $12.6M | 0.02% | +8,894+4.7% | Added |
| Cetera Investment Advisers | 194,746 | $12.8M | 0.03% | −5,105−2.6% | Reduced |
| Polar Asset Management Partners Inc. | 194,800 | $12.8M | 0.19% | +194,800 | New |
| Rafferty Asset Management, LLC | 196,657 | $12.9M | 0.05% | +46,918+31.3% | Added |
| Voloridge Investment Management, LLC | 196,661 | $12.9M | 0.05% | −251,756−56.1% | Reduced |
| Manufacturers Life Insurance Company, The | 197,125 | $12.9M | 0.01% | −7,288−3.6% | Reduced |
| Buckingham Capital Management, Inc. | 197,505 | $12.9M | 1.48% | +2,501+1.3% | Added |
| Oak Family Advisors, LLC | 197,803 | $13.0M | 5.07% | +58,833+42.3% | Added |
| Guggenheim Capital LLC | 199,514 | $13.1M | 0.11% | −7,836−3.8% | Reduced |
| Mariner, LLC | 205,570 | $13.5M | 0.02% | +25,998+14.5% | Added |
| Federated Hermes, Inc. | 208,595 | $13.7M | 0.03% | −52,529−20.1% | Reduced |
| SG Americas Securities, LLC | 213,587 | $14.0M | 0.06% | +196,772+1,170.2% | Added |
| Federation des caisses Desjardins du Quebec | 215,053 | $14.1M | 0.07% | −16,180−7.0% | Reduced |
| The PNC Financial Services Group, Inc. | 219,626 | $14.4M | 0.01% | −18,602−7.8% | Reduced |
| QRG Capital Management, Inc. | 220,767 | $14.5M | 0.15% | −2,478−1.1% | Reduced |
| Integral Health Asset Management, LLC | 225,000 | $14.7M | 1.30% | +225,000 | New |
| Sphera Funds Management Ltd. | 225,060 | $14.7M | 2.72% | +35,000+18.4% | Added |
| Cerity Partners LLC | 207,860 | $14.9M | 0.03% | +8,435+4.2% | Added |
| Davidson Investment Advisors | 227,775 | $14.9M | 0.73% | +2,096+0.9% | Added |
| Blair William & Co | 227,915 | $14.9M | 0.04% | −7,532−3.2% | Reduced |
| Scotia Capital Inc. | 231,797 | $15.2M | 0.08% | −181,745−43.9% | Reduced |
| CIBC Asset Management Inc | 234,616 | $15.4M | 0.05% | −3,652−1.5% | Reduced |
| Assetmark, Inc | 238,249 | $15.6M | 0.04% | +11,020+4.8% | Added |
| Meitav Dash Investments Ltd | 238,270 | $15.6M | 0.26% | +205,000+616.2% | Added |
| US Bancorp | 239,233 | $15.7M | 0.02% | +6,814+2.9% | Added |
| M&T Bank Corp | 243,178 | $15.9M | 0.05% | −7,931−3.2% | Reduced |
| Truist Financial Corp | 243,923 | $16.0M | 0.03% | −12,517−4.9% | Reduced |
| Creative Planning | 244,759 | $16.0M | 0.02% | +20,008+8.9% | Added |
| MML Investors Services, LLC | 256,610 | $16.8M | 0.06% | +1,005+0.4% | Added |
| Baird Financial Group, Inc. | 264,741 | $17.3M | 0.03% | +15,723+6.3% | Added |