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 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 5,971 | $391.2K | 0.03% | −1,486−19.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,995 | $392.8K | 0.03% | +190+3.3% | Added |
| Wedbush Securities Inc | 5,999 | $393.0K | 0.01% | −1,497−20.0% | Reduced |
| SBI Securities Co., Ltd. | 6,080 | $398.4K | 0.01% | +6,080 | New |
| Cromwell Holdings LLC | 6,119 | $400.9K | 0.23% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 6,150 | $403.0K | 0.21% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,308 | $413.0K | 0.03% | +2,271+56.3% | Added |
| Aptus Capital Advisors, LLC | 6,342 | $415.5K | 0.00% | +3,736+143.4% | Added |
| McLean Asset Management Corp | 6,364 | $417.0K | 0.13% | −144−2.2% | Reduced |
| Focus Financial Network, Inc. | 6,369 | $417.3K | 0.02% | +1,074+20.3% | Added |
| First Manhattan Co | 6,385 | $418.3K | 0.00% | −40−0.6% | Reduced |
| Spire Wealth Management | 6,386 | $418.4K | 0.01% | −351−5.2% | Reduced |
| XML Financial, LLC | 6,398 | $419.2K | 0.04% | +650+11.3% | Added |
| Integrated Advisors Network LLC | 6,447 | $422.4K | 0.02% | −37,163−85.2% | Reduced |
| FSM Wealth Advisors, LLC | 6,342 | $424.4K | 0.10% | +204+3.3% | Added |
| American Assets Inc | 6,500 | $425.9K | 0.13% | +6,500 | New |
| Grandfield & Dodd, LLC | 6,505 | $426.2K | 0.03% | −921−12.4% | Reduced |
| Keel Point, LLC | 6,540 | $428.5K | 0.03% | −77−1.2% | Reduced |
| Capital Asset Advisory Services LLC | 6,476 | $429.1K | 0.02% | +100+1.6% | Added |
| Argent Trust Co | 6,551 | $429.2K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,563 | $430.0K | 0.02% | −988−13.1% | Reduced |
| BKM Wealth Management, LLC | 6,574 | $430.7K | 0.18% | +24+0.4% | Added |
| Quattro Financial Advisors LLC | 4,300 | $432.4K | 0.11% | +3,300+330.0% | Added |
| Bradley Foster & Sargent Inc | 6,612 | $433.2K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,679 | $437.6K | 0.08% | +2,729+69.1% | Added |
| Cary Street Partners Financial LLC | 6,718 | $440.2K | 0.01% | +6,718 | New |
| Pointe Capital Management LLC | 6,729 | $440.9K | 0.25% | +1,275+23.4% | Added |
| Brown Brothers Harriman & Co | 6,742 | $441.7K | 0.00% | +236+3.6% | Added |
| Fedenia Advisers LLC | 6,746 | $442.0K | 0.26% | +6,746 | New |
| NFJ Investment Group, LLC | 6,787 | $444.7K | 0.01% | −605−8.2% | Reduced |
| Jump Financial, LLC | 6,843 | $448.4K | 0.01% | −1,147−14.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,867 | $449.9K | 0.09% | −129−1.8% | Reduced |
| E Fund Management Co., Ltd. | 6,920 | $453.4K | 0.02% | +1,488+27.4% | Added |
| Koshinski Asset Management, Inc. | 6,933 | $454.3K | 0.04% | +322+4.9% | Added |
| Beacon Investment Advisory Services, Inc. | 7,011 | $459.4K | 0.02% | +11+0.2% | Added |
| Journey Strategic Wealth LLC | 7,053 | $462.1K | 0.02% | −820−10.4% | Reduced |
| Prospector Partners LLC | 7,055 | $462.2K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 7,073 | $463.4K | 0.08% | −2,740−27.9% | Reduced |
| Crumly & Associates Inc. | 7,083 | $464.1K | 0.13% | +439+6.6% | Added |
| Fruth Investment Management | 7,098 | $465.0K | 0.13% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 7,135 | $467.0K | 0.11% | +1,416+24.8% | Added |
| Cohen Investment Advisors LLC | 7,230 | $473.7K | 0.29% | +261+3.7% | Added |
| Gradient Investments LLC | 7,272 | $476.5K | 0.01% | +201+2.8% | Added |
| Toroso Investments, LLC | 7,284 | $477.2K | 0.00% | +635+9.6% | Added |
| Chung Wu Investment Group, LLC | 7,350 | $481.6K | 0.49% | +7,350 | New |
| Sivia Capital Partners, LLC | 7,390 | $484.2K | 0.24% | +226+3.2% | Added |
| LVM Capital Management Ltd | 7,411 | $486.0K | 0.05% | +111+1.5% | Added |
| Lindbrook Capital, LLC | 7,433 | $487.0K | 0.04% | −456−5.8% | Reduced |
| Severin Investments, LLC | 7,445 | $487.8K | 0.49% | +7,445 | New |
| MMBG Investment Advisors Co. | 7,459 | $488.7K | 0.05% | +1,650+28.4% | Added |
| Everpar Advisors LLC | 7,524 | $493.0K | 0.25% | +69+0.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 7,583 | $496.8K | 0.05% | −18−0.2% | Reduced |
| Trust Co of Toledo NA | 7,651 | $501.3K | 0.07% | +337+4.6% | Added |
| HBK Sorce Advisory LLC | 7,688 | $503.7K | 0.02% | −437−5.4% | Reduced |
| AA Financial Advisors, LLC | 7,710 | $505.2K | 0.13% | 00.0% | Unchanged |
| Key Financial Inc | 7,754 | $508.1K | 0.12% | +37+0.5% | Added |
| Flagship Harbor Advisors, LLC | 7,822 | $512.5K | 0.03% | −200−2.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 7,900 | $518.0K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 7,917 | $518.8K | 0.01% | −1,421−15.2% | Reduced |
| Wick Capital Partners, LLC | 7,972 | $522.3K | 0.15% | −61−0.8% | Reduced |
| Ar Asset Management Inc | 8,000 | $524.0K | 0.12% | 00.0% | Unchanged |
| DCF Advisers, LLC | 8,000 | $524.2K | 0.26% | +8,000 | New |
| Nwam LLC | 8,047 | $527.3K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,091 | $530.1K | 0.03% | +900+12.5% | Added |
| First City Capital Management, Inc. | 8,113 | $531.6K | 0.28% | −200−2.4% | Reduced |
| Stock Yards Bank & Trust Co | 8,116 | $531.8K | 0.02% | +1,224+17.8% | Added |
| Insigneo Advisory Services, LLC | 8,122 | $532.2K | 0.05% | −1,680−17.1% | Reduced |
| Voya Financial Advisors, Inc. | 8,171 | $535.7K | 0.06% | −2,516−23.5% | Reduced |
| Dynamic Advisor Solutions LLC | 8,244 | $540.1K | 0.02% | −6,123−42.6% | Reduced |
| Flow Traders U.S. LLC | 8,291 | $543.0K | 0.02% | +8,291 | New |
| Coastline Trust Co | 8,320 | $545.1K | 0.06% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 8,357 | $547.6K | 0.09% | +60+0.7% | Added |
| Oakworth Capital, Inc. | 8,408 | $550.9K | 0.04% | −671−7.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,458 | $554.2K | 0.04% | −378−4.3% | Reduced |
| Arete Wealth Advisors, LLC | 8,474 | $555.0K | 0.04% | +4,200+98.3% | Added |
| Columbia Asset Management | 8,485 | $555.9K | 0.11% | 00.0% | Unchanged |
| Bray Capital Advisors | 8,500 | $556.9K | 0.15% | 00.0% | Unchanged |
| Bank of Hawaii | 8,541 | $559.6K | 0.03% | −547−6.0% | Reduced |
| Pensionmark Financial Group, LLC | 8,564 | $561.1K | 0.02% | +297+3.6% | Added |
| Mission Wealth Management, LP | 8,577 | $562.0K | 0.01% | +274+3.3% | Added |
| Accurate Wealth Management, LLC | 8,463 | $567.1K | 0.11% | +275+3.4% | Added |
| STF Management LP | 8,722 | $571.5K | 0.26% | +236+2.8% | Added |
| Banco de Sabadell, S.A | 8,793 | $575.0K | 0.45% | +1,209+15.9% | Added |
| Merit Financial Group, LLC | 8,840 | $579.2K | 0.01% | +4,117+87.2% | Added |
| Heritage Wealth Management, Inc. | 8,900 | $583.1K | 0.19% | 00.0% | Unchanged |
| Howland Capital Management LLC | 8,907 | $583.6K | 0.03% | +93+1.1% | Added |
| Principal Street Partners, LLC | 8,914 | $584.0K | 0.11% | −9,220−50.8% | Reduced |
| Arkadios Wealth Advisors | 8,976 | $588.1K | 0.03% | −3,786−29.7% | Reduced |
| Nilsine Partners, LLC | 9,037 | $592.1K | 0.06% | −72−0.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 9,049 | $592.9K | 0.01% | +213+2.4% | Added |
| Avantra Family Wealth, Inc. | 9,100 | $596.3K | 0.56% | +9,100 | New |
| Heritage Family Offices, LLP | 9,154 | $599.8K | 0.30% | +22+0.2% | Added |
| PDS Planning, Inc | 9,174 | $601.1K | 0.05% | −161−1.7% | Reduced |
| Strategic Global Advisors, LLC | 9,243 | $605.6K | 0.11% | −848−8.4% | Reduced |
| Courier Capital LLC | 9,292 | $608.8K | 0.04% | −25−0.3% | Reduced |
| First Affirmative Financial Network | 9,293 | $608.9K | 0.35% | +1,677+22.0% | Added |
| AE Wealth Management LLC | 9,396 | $615.6K | 0.01% | +1,044+12.5% | Added |
| Baker Tilly Wealth Management, LLC | 9,465 | $620.2K | 0.24% | +1,165+14.0% | Added |
| Lake Street Advisors Group, LLC | 9,484 | $621.4K | 0.03% | −1,191−11.2% | Reduced |
| Ameritas Advisory Services, LLC | 9,487 | $621.6K | 0.02% | +1,949+25.9% | Added |