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 |
|---|---|---|---|---|---|
| Youngs Advisory Group, Inc. | 3,350 | $219.5K | 0.09% | +181+5.7% | Added |
| FC Advisory LLC | 3,359 | $220.1K | 0.07% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,360 | $220.1K | 0.05% | −2,917−46.5% | Reduced |
| Portfolio Design Labs, LLC | 3,376 | $221.2K | 0.05% | +3,376 | New |
| Meadow Creek Wealth Advisors LLC | 3,382 | $221.6K | 0.16% | +40+1.2% | Added |
| Cookson Peirce & Co Inc | 3,384 | $221.7K | 0.01% | −480,283−99.3% | Reduced |
| LRI Investments, LLC | 3,388 | $222.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3,388 | $222.0K | 0.02% | +633+23.0% | Added |
| Chesley Taft & Associates LLC | 3,400 | $222.8K | 0.01% | −13,125−79.4% | Reduced |
| Northcape Wealth Management, LLC | 3,450 | $226.0K | 0.07% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,452 | $226.2K | 0.15% | +3,452 | New |
| BridgePort Financial Solutions, LLC | 2,990 | $226.2K | 0.10% | +2,990 | New |
| Horizon Family Wealth, Inc. | 3,457 | $226.5K | 0.15% | +147+4.4% | Added |
| Private Trust Co NA | 3,471 | $227.4K | 0.02% | −1,038−23.0% | Reduced |
| Argentarii, LLC | 3,483 | $228.2K | 0.11% | +3,483 | New |
| Foster Victor Wealth Advisors, LLC | 3,431 | $228.5K | 0.02% | −328−8.7% | Reduced |
| American National Bank | 3,495 | $229.0K | 0.03% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,497 | $229.0K | 0.11% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,497 | $229.1K | 0.02% | +686+24.4% | Added |
| Avenue 1 Advisors, LLC | 3,503 | $229.5K | 0.09% | +157+4.7% | Added |
| JFG Wealth Management, LLC | 3,506 | $229.7K | 0.05% | +3,506 | New |
| Cobblestone Capital Advisors LLC | 3,529 | $231.2K | 0.01% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,544 | $232.0K | 0.02% | +3,544 | New |
| LGT Group Foundation | 3,553 | $232.8K | 0.00% | +3,553 | New |
| Hexagon Capital Partners LLC | 3,555 | $232.9K | 0.04% | −1,168−24.7% | Reduced |
| Modern Wealth Management, LLC | 3,567 | $233.7K | 0.01% | +3,567 | New |
| Kolinsky Wealth Management, LLC | 3,577 | $234.4K | 0.14% | −475−11.7% | Reduced |
| Wealthspire Advisors, LLC | 3,577 | $234.4K | 0.00% | −1,242−25.8% | Reduced |
| Hudock, Inc. | 3,603 | $236.1K | 0.04% | 00.0% | Unchanged |
| Wexford Capital LP | 3,605 | $236.2K | 0.06% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,628 | $237.7K | 0.04% | +104+3.0% | Added |
| Greatmark Investment Partners, Inc. | 3,643 | $238.7K | 0.03% | +3,643 | New |
| Northwest Quadrant Wealth Management, LLC | 3,680 | $241.1K | 0.05% | −10.0% | Reduced |
| NorthRock Partners, LLC | 3,682 | $241.2K | 0.01% | +300+8.9% | Added |
| Opal Wealth Advisors, LLC | 3,683 | $241.3K | 0.07% | −1,233−25.1% | Reduced |
| Widmann Financial Services, Inc. | 3,686 | $241.5K | 0.19% | +75+2.1% | Added |
| Philadelphia Trust Co | 3,686 | $242.0K | 0.02% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 3,725 | $244.0K | 0.04% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,743 | $245.2K | 0.00% | 00.0% | Unchanged |
| Veracity Capital LLC | 3,768 | $246.8K | 0.09% | −65−1.7% | Reduced |
| Fiera Capital Corp | 3,780 | $247.7K | 0.00% | +1,066+39.3% | Added |
| Warther Private Wealth, LLC | 3,786 | $248.1K | 0.08% | +88+2.4% | Added |
| Bingham Private Wealth, LLC | 3,819 | $250.2K | 0.27% | +3,819 | New |
| Fundamentun, LLC | 3,822 | $250.4K | 0.02% | +3,822 | New |
| Thrive Wealth Management, LLC | 3,834 | $251.2K | 0.05% | −149−3.7% | Reduced |
| Blackhawk Capital Partners LLC. | 3,836 | $251.3K | 0.13% | +685+21.7% | Added |
| Chapin Davis, Inc. | 3,227 | $251.4K | 0.08% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 3,841 | $251.7K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,847 | $252.1K | 0.00% | +442+13.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 3,856 | $252.6K | 0.09% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 3,857 | $252.7K | 0.02% | −665−14.7% | Reduced |
| Kendall Capital Management | 3,861 | $253.0K | 0.07% | −25−0.6% | Reduced |
| Whipplewood Advisors, LLC | 3,907 | $256.0K | 0.15% | +3,907 | New |
| Alteri Wealth LLC | 3,919 | $256.8K | 0.07% | +3,919 | New |
| Pinnacle Financial Partners Inc | 3,922 | $257.0K | 0.01% | +14+0.4% | Added |
| Argonautica Private Wealth Management, Inc | 3,930 | $257.5K | 0.08% | +36+0.9% | Added |
| Old Mission Capital LLC | 3,943 | $258.3K | 0.01% | −451,759−99.1% | Reduced |
| Legacy Wealth Management, LLC | 3,948 | $258.7K | 0.10% | +846+27.3% | Added |
| Legal Advantage Investments, Inc. | 3,950 | $258.8K | 0.14% | −200−4.8% | Reduced |
| Gsa Capital Partners LLP | 3,952 | $259.0K | 0.02% | +3,952 | New |
| GTS Securities LLC | 3,976 | $260.5K | 0.01% | −1,900−32.3% | Reduced |
| Sandler Capital Management | 4,000 | $262.1K | 0.04% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 4,000 | $262.1K | 0.11% | +4,000 | New |
| WS Portfolio Advisory, LLC | 4,000 | $262.1K | 1.07% | +4,000 | New |
| Barry Investment Advisors, LLC | 4,007 | $262.5K | 0.08% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 4,034 | $264.3K | 0.05% | −284−6.6% | Reduced |
| American Trust | 4,059 | $265.9K | 0.02% | −43−1.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 4,059 | $266.0K | 0.25% | +4,059 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,071 | $266.7K | 0.05% | +485+13.5% | Added |
| Great Valley Advisor Group, Inc. | 4,073 | $266.8K | 0.01% | −54−1.3% | Reduced |
| Davis R M Inc | 4,093 | $268.2K | 0.01% | +4,093 | New |
| Affinity Wealth Management LLC | 4,097 | $268.4K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,098 | $268.5K | 0.03% | −1,411−25.6% | Reduced |
| First Financial Bank - Trust Division | 4,100 | $268.6K | 0.03% | 00.0% | Unchanged |
| Seven Mile Advisory | 4,105 | $269.0K | 0.17% | −67−1.6% | Reduced |
| Axis Wealth Partners, LLC | 4,111 | $269.3K | 0.23% | +4,111 | New |
| Sigma Planning Corp | 4,112 | $269.4K | 0.01% | −510−11.0% | Reduced |
| Visionary Wealth Advisors | 4,116 | $269.7K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,119 | $269.9K | 0.01% | −1,210−22.7% | Reduced |
| Smithfield Trust Co | 4,148 | $271.0K | 0.01% | −471−10.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,131 | $271.0K | 0.00% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,148 | $271.8K | 0.01% | −442−9.6% | Reduced |
| Montecito Bank & Trust | 4,156 | $272.3K | 0.05% | +1,066+34.5% | Added |
| Texas Capital Bancshares Inc | 4,170 | $273.2K | 0.11% | +4,170 | New |
| Canandaigua National Trust Co of Florida | 4,176 | $273.6K | 0.21% | −2,971−41.6% | Reduced |
| Cora Capital Advisors LLC | 4,196 | $274.9K | 0.13% | +12+0.3% | Added |
| Evelyn Partners Investment Management LLP | 4,198 | $275.1K | 0.01% | +4,198 | New |
| Diversified Enterprises, LLC | 4,202 | $275.3K | 0.03% | −47−1.1% | Reduced |
| Willner & Heller, LLC | 4,208 | $275.7K | 0.24% | −450−9.7% | Reduced |
| SRS Capital Advisors, Inc. | 4,210 | $275.9K | 0.02% | +983+30.5% | Added |
| Camden Capital, LLC | 4,212 | $276.0K | 0.03% | −67−1.6% | Reduced |
| Northstar Financial Companies, Inc. | 4,226 | $276.9K | 0.26% | +4,226 | New |
| Altus Wealth Management, LLC | 4,243 | $278.0K | 0.12% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 4,276 | $280.2K | 0.18% | −10−0.2% | Reduced |
| Chicago Capital, LLC | 4,292 | $281.2K | 0.01% | −1,514−26.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 4,309 | $282.0K | 0.09% | +1,049+32.2% | Added |
| JFS Wealth Advisors, LLC | 4,326 | $283.4K | 0.02% | +1,954+82.4% | Added |
| Sage Mountain Advisors LLC | 4,331 | $283.8K | 0.02% | −2,570−37.2% | Reduced |
| GenTrust, LLC | 4,342 | $284.5K | 0.01% | −109−2.4% | Reduced |
| Covenant Asset Management, LLC | 4,346 | $284.8K | 0.06% | −712−14.1% | Reduced |