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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 4,355 | $285.3K | 0.10% | +912+26.5% | Added |
| Astoria Portfolio Advisors LLC. | 4,372 | $285.8K | 0.10% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 4,411 | $289.0K | 0.06% | +3,900+763.2% | Added |
| Glenview Trust Co | 4,413 | $289.1K | 0.01% | −17−0.4% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,426 | $290.0K | 0.12% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 4,446 | $291.3K | 0.06% | −1,743−28.2% | Reduced |
| Abel Hall, LLC | 4,451 | $291.7K | 0.19% | −32−0.7% | Reduced |
| Guardian Wealth Management, Inc. | 4,454 | $291.9K | 0.20% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 4,402 | $295.0K | 0.02% | +153+3.6% | Added |
| Great Diamond Partners, LLC | 4,520 | $296.1K | 0.08% | −351−7.2% | Reduced |
| May Hill Capital, LLC | 4,525 | $296.5K | 0.11% | +4,525 | New |
| J.W. Cole Advisors, Inc. | 4,542 | $297.6K | 0.01% | −964−17.5% | Reduced |
| True North Advisors, LLC | 4,544 | $297.7K | 0.07% | +4,544 | New |
| Cetera Trust Company, N.A | 4,545 | $297.8K | 0.19% | +370+8.9% | Added |
| Moody National Bank Trust Division | 4,556 | $298.5K | 0.03% | +758+20.0% | Added |
| 111 Capital | 4,564 | $299.0K | 0.06% | +4,564 | New |
| Strategic Investment Solutions, Inc. | 4,577 | $299.9K | 0.10% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,579 | $300.0K | 0.02% | −37−0.8% | Reduced |
| Stevard, LLC | 4,590 | $300.7K | 1.12% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,591 | $300.8K | 0.09% | −105−2.2% | Reduced |
| Fairvoy Private Wealth, LLC | 4,606 | $301.8K | 0.08% | +4,606 | New |
| Cumberland Partners Ltd | 4,611 | $302.1K | 0.02% | +213+4.8% | Added |
| Redwood Investment Management, LLC | 4,653 | $305.0K | 0.03% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 4,672 | $306.1K | 0.16% | +20+0.4% | Added |
| Bank of Stockton | 4,688 | $307.2K | 0.09% | +546+13.2% | Added |
| Waldron Private Wealth LLC | 4,690 | $307.3K | 0.01% | +852+22.2% | Added |
| Joel Isaacson & Co., LLC | 4,695 | $307.6K | 0.01% | −58−1.2% | Reduced |
| Advisors Management Group Inc | 4,696 | $308.0K | 0.07% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,707 | $308.4K | 0.08% | +111+2.4% | Added |
| Bank of Nova Scotia | 4,761 | $312.4K | 0.00% | +4,761 | New |
| Encompass More Asset Management | 4,797 | $314.3K | 0.10% | +4,797 | New |
| Wealth Dimensions Group, Ltd. | 4,801 | $314.5K | 0.08% | −594−11.0% | Reduced |
| Aprio Wealth Management, LLC | 4,823 | $316.0K | 0.05% | −339−6.6% | Reduced |
| Independent Financial Group, LLC | 4,832 | $316.6K | 0.01% | +57+1.2% | Added |
| GM Advisory Group, Inc. | 4,845 | $317.4K | 0.02% | −123−2.5% | Reduced |
| Howard Financial Services, Ltd. | 4,850 | $317.8K | 0.04% | +610+14.4% | Added |
| SevenBridge Financial Group, LLC | 4,384 | $318.8K | 0.06% | −195−4.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,900 | $321.0K | 0.12% | −31−0.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,904 | $321.3K | 0.02% | −34−0.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,933 | $323.2K | 0.01% | +1,008+25.7% | Added |
| Canopy Partners, LLC | 4,955 | $324.7K | 0.12% | −28−0.6% | Reduced |
| GDS Wealth Management | 4,973 | $325.8K | 0.03% | −736−12.9% | Reduced |
| PFG Investments, LLC | 4,983 | $326.5K | 0.02% | −61−1.2% | Reduced |
| Noesis Capital Mangement Corp | 5,009 | $328.2K | 0.06% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 5,024 | $329.2K | 0.01% | −763−13.2% | Reduced |
| Buckingham Strategic Partners | 5,037 | $330.1K | 0.01% | −1,057−17.3% | Reduced |
| Walleye Trading LLC | 5,044 | $330.5K | 0.01% | +5,044 | New |
| Empower Advisory Group, LLC | 5,045 | $330.5K | 0.00% | +1,381+37.7% | Added |
| FRG Family Wealth Advisors LLC | 5,050 | $330.9K | 0.06% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 5,054 | $331.1K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,058 | $331.4K | 0.03% | −1,162−18.7% | Reduced |
| KCM Investment Advisors LLC | 5,110 | $334.8K | 0.01% | −562−9.9% | Reduced |
| International Assets Investment Management, LLC | 5,106 | $336.4K | 0.03% | −278,555−98.2% | Reduced |
| Roberts Glore & Co Inc | 5,149 | $337.4K | 0.10% | +503+10.8% | Added |
| Phillips Wealth Planners LLC | 5,091 | $341.1K | 0.34% | −2,109−29.3% | Reduced |
| DRW Securities, LLC | 5,214 | $341.6K | 0.02% | −32,254−86.1% | Reduced |
| Consolidated Portfolio Review Corp | 5,234 | $342.9K | 0.05% | +5,234 | New |
| Nations Financial Group Inc, | 5,243 | $343.6K | 0.03% | −125−2.3% | Reduced |
| Connecticut Wealth Management, LLC | 5,277 | $345.7K | 0.02% | −204−3.7% | Reduced |
| Institute for Wealth Management, LLC. | 5,353 | $350.7K | 0.04% | −39−0.7% | Reduced |
| Farther Finance Advisors, LLC | 5,377 | $352.3K | 0.01% | −24−0.4% | Reduced |
| Grimes & Company, Inc. | 5,393 | $353.4K | 0.01% | +297+5.8% | Added |
| Archford Capital Strategies, LLC | 5,401 | $353.9K | 0.05% | −6−0.1% | Reduced |
| Boston Trust Walden Corp | 5,471 | $358.5K | 0.00% | −695−11.3% | Reduced |
| Simplex Trading, LLC | 5,508 | $360.0K | 0.01% | −25,784−82.4% | Reduced |
| GAMMA Investing LLC | 5,498 | $360.2K | 0.03% | +65+1.2% | Added |
| Monetary Management Group Inc | 5,500 | $360.4K | 0.09% | −2,000−26.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,527 | $362.0K | 0.01% | +5,527 | New |
| Fifth Third Bancorp | 5,538 | $362.9K | 0.00% | −11,164−66.8% | Reduced |
| Change Path, LLC | 5,557 | $364.1K | 0.01% | +2,845+104.9% | Added |
| Verition Fund Management LLC | 5,559 | $364.2K | 0.00% | +1,222+28.2% | Added |
| HM Payson & Co | 5,561 | $364.4K | 0.01% | −59,953−91.5% | Reduced |
| Northstar Group, Inc. | 5,566 | $364.7K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 5,579 | $365.6K | 0.02% | −775−12.2% | Reduced |
| Essex Savings Bank | 5,580 | $365.6K | 0.09% | −250−4.3% | Reduced |
| Spinnaker Investment Group, LLC | 5,580 | $365.6K | 0.09% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 5,621 | $368.3K | 0.18% | +78+1.4% | Added |
| Diversified Trust Co | 5,630 | $368.9K | 0.01% | +309+5.8% | Added |
| Norinchukin Bank, The | 5,630 | $368.9K | 0.01% | +439+8.5% | Added |
| Mosaic Financial Group, LLC | 5,638 | $369.0K | 0.26% | +5,638 | New |
| First Western Trust Bank | 5,678 | $372.0K | 0.02% | −636−10.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,697 | $373.2K | 0.05% | −91−1.6% | Reduced |
| Traveka Wealth, LLC | 5,720 | $374.8K | 0.21% | −491−7.9% | Reduced |
| Eagle Strategies LLC | 5,735 | $375.7K | 0.07% | −3,336−36.8% | Reduced |
| Wilkinson Global Asset Management LLC | 5,740 | $376.1K | 0.02% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 5,762 | $377.5K | 0.86% | −6−0.1% | Reduced |
| Pines Wealth Management, LLC | 5,646 | $378.3K | 0.16% | +5,646 | New |
| Lion Street Advisors, LLC | 5,777 | $378.5K | 0.12% | +665+13.0% | Added |
| Brighton Jones LLC | 5,782 | $378.8K | 0.01% | +2,789+93.2% | Added |
| Moloney Securities Asset Management, LLC | 5,794 | $379.7K | 0.05% | −4,504−43.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,800 | $380.0K | 0.05% | +5,800 | New |
| Crestwood Advisors Group LLC | 5,804 | $380.3K | 0.01% | +888+18.1% | Added |
| Golden State Equity Partners | 5,809 | $380.6K | 0.07% | +1,068+22.5% | Added |
| Wrapmanager Inc | 5,830 | $382.0K | 0.10% | +1,137+24.2% | Added |
| Hilltop National Bank | 5,866 | $384.3K | 0.12% | −30−0.5% | Reduced |
| First Horizon Advisors, Inc. | 5,874 | $384.9K | 0.01% | +416+7.6% | Added |
| Haverford Trust Co | 5,882 | $385.4K | 0.00% | −165−2.7% | Reduced |
| Clean Yield Group | 5,900 | $386.6K | 0.12% | −114−1.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,927 | $388.3K | 0.00% | −528−8.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,936 | $388.9K | 0.02% | −286−4.6% | Reduced |