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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 886 | $58.1K | 0.01% | −50−5.3% | Reduced |
| Mechanics Financial Corp | 900 | $59.0K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 900 | $59.0K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 915 | $60.0K | 0.05% | +915 | New |
| Capital Analysts, LLC | 951 | $62.0K | 0.00% | +21+2.3% | Added |
| Centennial Bank | 960 | $62.9K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 970 | $63.6K | 0.00% | +85+9.6% | Added |
| Brown, Lisle/Cummings, Inc. | 986 | $64.6K | 0.02% | +78+8.6% | Added |
| Bruce G. Allen Investments, LLC | 994 | $65.1K | 0.05% | −79−7.4% | Reduced |
| Accent Capital Management, LLC | 1,000 | $65.5K | 0.04% | −241−19.4% | Reduced |
| Farmers & Merchants Investments Inc | 1,000 | $65.5K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,000 | $65.5K | 0.05% | +1,000 | New |
| Center for Financial Planning, Inc. | 1,057 | $69.3K | 0.01% | +386+57.5% | Added |
| New England Capital Financial Advisors LLC | 1,120 | $73.4K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,135 | $74.4K | 0.02% | −405−26.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,138 | $74.6K | 0.01% | −82−6.7% | Reduced |
| Pinnacle Bancorp, Inc. | 1,159 | $75.9K | 0.02% | −34−2.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,163 | $76.2K | 0.01% | +325+38.8% | Added |
| Rothschild Investment LLC | 1,197 | $78.4K | 0.01% | +46+4.0% | Added |
| Ancora Advisors, LLC | 1,199 | $78.6K | 0.00% | +50+4.4% | Added |
| Anchor Investment Management, LLC | 1,203 | $78.8K | 0.01% | −76−5.9% | Reduced |
| Trust Co of Vermont | 1,204 | $78.9K | 0.00% | +574+91.1% | Added |
| Old Point Trust & Financial Services N A | 1,225 | $80.3K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,225 | $80.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,246 | $81.7K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 1,273 | $83.4K | 0.06% | +1,273 | New |
| Dougherty Wealth Advisers LLC | 1,290 | $84.5K | 0.07% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,290 | $84.5K | 0.01% | +91+7.6% | Added |
| Thompson Investment Management, Inc. | 1,299 | $85.1K | 0.01% | −759−36.9% | Reduced |
| Quent Capital, LLC | 1,360 | $89.1K | 0.01% | −27−1.9% | Reduced |
| New Millennium Group LLC | 1,378 | $90.3K | 0.05% | −48−3.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,410 | $92.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,419 | $93.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,331 | $93.3K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 1,460 | $95.7K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,483 | $97.2K | 0.01% | −123−7.7% | Reduced |
| Luken Investment Analytics, LLC | 1,500 | $98.3K | 0.05% | 00.0% | Unchanged |
| Bollard Group LLC | 1,510 | $99.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,537 | $100.7K | 0.00% | +126+8.9% | Added |
| Colonial Trust Co | 1,559 | $100.8K | 0.01% | +5+0.3% | Added |
| Hills Bank & Trust Co | 1,576 | $103.3K | 0.01% | +36+2.3% | Added |
| Kozak & Associates, Inc. | 1,601 | $106.1K | 0.02% | +61+4.0% | Added |
| Flagship Wealth Advisors, LLC | 1,625 | $106.5K | 0.06% | +1,625 | New |
| Foster Dykema Cabot & Partners, LLC | 1,642 | $107.6K | 0.01% | −10−0.6% | Reduced |
| Mendota Financial Group, LLC | 1,680 | $110.1K | 0.07% | −309−15.5% | Reduced |
| R Squared Ltd | 1,690 | $110.7K | 0.11% | +1,690 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,704 | $111.7K | 0.00% | −583−25.5% | Reduced |
| Addison Advisors LLC | 1,733 | $113.5K | 0.03% | −10−0.6% | Reduced |
| Skopos Labs, Inc. | 1,775 | $116.3K | 0.03% | +1,723+3,313.5% | Added |
| Bogart Wealth, LLC | 1,841 | $120.6K | 0.01% | +33+1.8% | Added |
| Beaird Harris Wealth Management, LLC | 1,851 | $121.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,863 | $122.0K | 0.04% | +78+4.4% | Added |
| LFA - Lugano Financial Advisors SA | 1,900 | $124.5K | 0.08% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,923 | $126.0K | 0.06% | +95+5.2% | Added |
| Van Hulzen Asset Management, LLC | 1,993 | $130.6K | 0.01% | +1,993 | New |
| Investors Research Corp | 2,020 | $132.3K | 0.03% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2,194 | $143.8K | 0.02% | −875−28.5% | Reduced |
| Fairfield Financial Advisors, LTD | 2,242 | $146.9K | 0.05% | −590−20.8% | Reduced |
| Concord Wealth Partners | 2,271 | $148.8K | 0.02% | +50+2.3% | Added |
| Rise Advisors, LLC | 2,316 | $151.7K | 0.07% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 2,335 | $153.0K | 0.01% | +1,285+122.4% | Added |
| Cary Street Partner Investment Advisory LLC | 2,337 | $153.1K | 0.10% | −6,241−72.8% | Reduced |
| Close Asset Management Ltd | 2,400 | $157.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,500 | $163.8K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,580 | $169.0K | 0.05% | −1,062−29.2% | Reduced |
| Princeton Global Asset Management LLC | 2,617 | $171.5K | 0.03% | −1,176−31.0% | Reduced |
| Ameriflex Group, Inc. | 2,425 | $171.6K | 0.08% | +2,425 | New |
| Kestra Investment Management, LLC | 2,647 | $173.4K | 0.01% | +2,647 | New |
| Harbor Investment Advisory, LLC | 2,665 | $174.6K | 0.02% | +712+36.5% | Added |
| WR Wealth Planners, LLC | 2,901 | $190.1K | 0.06% | −282−8.9% | Reduced |
| Penserra Capital Management LLC | 2,957 | $193.0K | 0.00% | −169−5.4% | Reduced |
| Mather Group, LLC. | 2,985 | $195.5K | 0.00% | −103−3.3% | Reduced |
| Asset Dedication, LLC | 3,059 | $200.4K | 0.02% | +136+4.7% | Added |
| Carr Financial Group Corp | 3,063 | $200.7K | 0.06% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3,087 | $202.3K | 0.19% | +3,087 | New |
| Capital Market Strategies LLC | 3,091 | $202.5K | 0.12% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,108 | $203.6K | 0.02% | −303−8.9% | Reduced |
| Wallace Advisory Group, LLC | 2,614 | $203.7K | 0.14% | +2,614 | New |
| Fidelis Capital Partners, LLC | 2,916 | $203.7K | 0.02% | −14,575−83.3% | Reduced |
| Prudent Man Advisors, LLC | 3,110 | $203.8K | 0.07% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,113 | $204.0K | 0.01% | −446−12.5% | Reduced |
| Cordatus Wealth Management LLC | 3,122 | $205.0K | 0.05% | +3,122 | New |
| Gateway Investment Advisers LLC | 3,129 | $205.0K | 0.00% | −1,754−35.9% | Reduced |
| Western Wealth Management, LLC | 3,129 | $205.0K | 0.01% | −356−10.2% | Reduced |
| AlTi Global, Inc. | 3,133 | $205.9K | 0.00% | +3,133 | New |
| Two Sigma Securities, LLC | 3,167 | $207.5K | 0.04% | −167,048−98.1% | Reduced |
| Hardy Reed LLC | 3,191 | $209.1K | 0.02% | +9+0.3% | Added |
| Drive Wealth Management, LLC | 3,193 | $209.2K | 0.05% | −1,058−24.9% | Reduced |
| Genesis Private Wealth, LLC | 3,205 | $210.0K | 0.12% | +3,205 | New |
| ASB Consultores, LLC | 3,208 | $210.2K | 0.09% | +3,208 | New |
| Patton Albertson Miller Group, LLC | 3,211 | $210.4K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 3,241 | $212.3K | 0.00% | +210+6.9% | Added |
| Baron Wealth Management LLC | 3,243 | $212.5K | 0.10% | −2,179−40.2% | Reduced |
| Agf Management Ltd | 3,246 | $212.7K | 0.00% | −1,336,869−99.8% | Reduced |
| Bridgefront Capital, LLC | 3,249 | $212.9K | 0.07% | +3,249 | New |
| Beaumont Financial Advisors, LLC | 3,262 | $213.7K | 0.02% | +36+1.1% | Added |
| Rossby Financial, LCC | 3,264 | $213.9K | 0.14% | +3,264 | New |
| Wealthcare Advisory Partners LLC | 3,299 | $216.2K | 0.01% | −2,361−41.7% | Reduced |
| Capital Investment Advisory Services, LLC | 3,321 | $217.6K | 0.02% | −1,206−26.6% | Reduced |
| National Philanthropic Trust | 3,343 | $219.0K | 0.00% | 00.0% | Unchanged |