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 | 1,389 | $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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 150 | $9.83K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 141 | $9.90K | 0.00% | −72−33.8% | Reduced |
| Vision Financial Markets LLC | 152 | $9.91K | 0.01% | +152 | New |
| Iron Horse Wealth Management, LLC | 153 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 153 | $10.0K | 0.02% | +153 | New |
| Caitlin John, LLC | 161 | $10.6K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 165 | $10.8K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 176 | $11.0K | 0.00% | +102+137.8% | Added |
| WealthCollab, LLC | 170 | $11.1K | 0.01% | +157+1,207.7% | Added |
| West Oak Capital, LLC | 175 | $11.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 176 | $11.5K | 0.00% | −21−10.7% | Reduced |
| Roxbury Financial LLC | 171 | $11.6K | 0.01% | +171 | New |
| St Germain D J Co Inc | 183 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 190 | $12.4K | 0.00% | +190 | New |
| Conquis Financial LLC | 193 | $12.6K | 0.01% | +193 | New |
| FLP Wealth Management, LLC | 195 | $12.8K | 0.03% | +195 | New |
| Bellevue Asset Management, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 199 | $13.0K | 0.01% | +199 | New |
| Old Second National Bank of Aurora | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 200 | $13.1K | 0.01% | +200 | New |
| Carolinas Wealth Consulting LLC | 207 | $13.6K | 0.00% | +1+0.5% | Added |
| Wiser Advisor Group LLC | 210 | $13.8K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 212 | $13.9K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 218 | $14.3K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 227 | $14.9K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 234 | $15.3K | 0.01% | +224+2,240.0% | Added |
| CoreFirst Bank & Trust | 240 | $15.7K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 248 | $16.2K | 0.01% | −1,014−80.3% | Reduced |
| Pingora Partners LLC | 250 | $16.4K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 260 | $17.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 260 | $17.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 264 | $17.3K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 264 | $17.3K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 269 | $17.6K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 271 | $17.7K | 0.00% | −69−20.3% | Reduced |
| Clear Investment Research, LLC | 280 | $18.3K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 284 | $18.6K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 289 | $18.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 300 | $19.7K | 0.00% | −149−33.2% | Reduced |
| TCTC Holdings, LLC | 300 | $19.7K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $19.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 302 | $19.8K | 0.01% | −3,996−93.0% | Reduced |
| NBT Bank N A | 313 | $20.5K | 0.00% | −600−65.7% | Reduced |
| Roble, Belko & Company, Inc | 314 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 334 | $21.9K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 342 | $22.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 350 | $22.9K | 0.00% | −1,200−77.4% | Reduced |
| Pacific Center for Financial Services | 350 | $22.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 350 | $22.9K | 0.00% | +50+16.7% | Added |
| JNBA Financial Advisors | 351 | $23.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 350 | $23.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 365 | $24.0K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 373 | $24.4K | 0.01% | +373 | New |
| Laurel Wealth Advisors LLC | 375 | $24.6K | 0.00% | −45−10.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 393 | $25.8K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 409 | $26.0K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 402 | $26.2K | 0.00% | +402 | New |
| Nordwand Advisors, LLC | 400 | $26.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 411 | $27.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 415 | $27.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 422 | $27.6K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 400 | $29.1K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 449 | $29.4K | 0.00% | −35,750−98.8% | Reduced |
| TSFG, LLC | 463 | $30.0K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 467 | $30.6K | 0.02% | +467 | New |
| Estabrook Capital Management | 475 | $31.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 476 | $31.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 476 | $31.2K | 0.00% | +34+7.7% | Added |
| FIL Ltd | 489 | $32.0K | 0.00% | −12−2.4% | Reduced |
| Cedar Wealth Management, LLC | 534 | $35.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 544 | $35.6K | 0.01% | +80+17.2% | Added |
| Silicon Valley Capital Partners | 552 | $36.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 565 | $37.0K | 0.01% | −1,882−76.9% | Reduced |
| Financial Management Professionals, Inc. | 581 | $38.1K | 0.00% | −95−14.1% | Reduced |
| Glen Eagle Advisors, LLC | 581 | $38.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 600 | $39.3K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 608 | $39.8K | 0.00% | +248+68.9% | Added |
| CoreCap Advisors, LLC | 642 | $42.1K | 0.00% | +155+31.8% | Added |
| Nisa Investment Advisors, LLC | 650 | $42.6K | 0.00% | −1,150−63.9% | Reduced |
| Stephens Consulting, LLC | 656 | $43.0K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 659 | $43.2K | 0.00% | −133−16.8% | Reduced |
| ORG Partners LLC | 660 | $43.3K | 0.01% | −560−45.9% | Reduced |
| Indiana Trust & Investment Management CO | 681 | $44.6K | 0.02% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 23,847 | $44.6K | 0.01% | +23,847 | New |
| Hollencrest Capital Management | 692 | $45.3K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 712 | $46.7K | 0.02% | −74−9.4% | Reduced |
| Versant Capital Management, Inc | 734 | $48.1K | 0.01% | +707+2,618.5% | Added |
| Great West Life Assurance Co | 742 | $49.0K | 0.00% | −305−29.1% | Reduced |
| Hallmark Capital Management Inc | 750 | $49.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 762 | $50.0K | 0.04% | −173−18.5% | Reduced |
| General Partner, Inc. | 768 | $50.3K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 778 | $51.0K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 778 | $51.0K | 0.02% | −22−2.8% | Reduced |
| Pinnacle Holdings, LLC | 800 | $52.4K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 822 | $53.9K | 0.02% | −68−7.6% | Reduced |
| Golden State Wealth Management, LLC | 835 | $54.7K | 0.01% | +835 | New |
| Crews Bank & Trust | 836 | $54.8K | 0.01% | +836 | New |
| Newbridge Financial Services Group, Inc. | 838 | $54.9K | 0.01% | +838 | New |