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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 9,493 | $622.0K | 0.01% | +2,832+42.5% | Added |
| Icon Wealth Advisors, LLC | 9,500 | $622.4K | 0.05% | −53−0.6% | Reduced |
| Brucke Financial, Inc. | 8,804 | $623.0K | 0.54% | +8,804 | New |
| Legacy Capital Wealth Partners, LLC | 9,526 | $624.1K | 0.15% | +286+3.1% | Added |
| Norden Group LLC | 9,546 | $625.5K | 0.07% | +551+6.1% | Added |
| Aries Wealth Management | 9,578 | $627.6K | 0.17% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 9,588 | $628.2K | 0.10% | +312+3.4% | Added |
| Summit Financial, LLC | 9,642 | $631.7K | 0.02% | −198−2.0% | Reduced |
| Clearstead Advisors, LLC | 9,662 | $633.1K | 0.01% | −525−5.2% | Reduced |
| 1620 Investment Advisors, Inc. | 9,674 | $633.9K | 0.48% | +28+0.3% | Added |
| Choate Investment Advisors | 9,873 | $646.9K | 0.02% | +4,053+69.6% | Added |
| Harbour Investments, Inc. | 9,926 | $650.3K | 0.02% | +1,121+12.7% | Added |
| Five Oceans Advisors | 9,936 | $651.0K | 0.30% | +1,060+11.9% | Added |
| Clark Capital Management Group, Inc. | 10,047 | $658.3K | 0.00% | +4,738+89.2% | Added |
| Jacobi Capital Management LLC | 10,060 | $659.1K | 0.05% | +27+0.3% | Added |
| Callan Capital, LLC | 10,064 | $659.4K | 0.05% | −863−7.9% | Reduced |
| Virtu Financial LLC | 10,127 | $663.0K | 0.04% | −51,770−83.6% | Reduced |
| Graham Capital Management, L.P. | 10,139 | $664.3K | 0.02% | −10,259−50.3% | Reduced |
| Channing Global Advisors, LLC | 10,231 | $670.3K | 0.45% | +4,367+74.5% | Added |
| Covenant Partners, LLC | 10,340 | $677.5K | 0.21% | −3,585−25.7% | Reduced |
| D.B. Root & Company, LLC | 10,535 | $690.3K | 0.22% | +1,616+18.1% | Added |
| Clarius Group, LLC | 10,542 | $690.7K | 0.05% | +334+3.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $695.9K | 0.20% | 00.0% | Unchanged |
| Grove Bank & Trust | 10,644 | $697.4K | 0.10% | −755−6.6% | Reduced |
| Rehmann Capital Advisory Group | 10,720 | $702.4K | 0.04% | +693+6.9% | Added |
| Hancock Whitney Corp | 10,747 | $704.1K | 0.02% | +97+0.9% | Added |
| Wedmont Private Capital | 10,555 | $707.3K | 0.04% | +38+0.4% | Added |
| Proficio Capital Partners LLC | 10,806 | $708.0K | 0.06% | +598+5.9% | Added |
| Global Retirement Partners, LLC | 10,844 | $710.5K | 0.02% | −5,101−32.0% | Reduced |
| Essex Financial Services, Inc. | 10,921 | $715.5K | 0.05% | +93+0.9% | Added |
| Hilltop Holdings Inc. | 10,955 | $717.7K | 0.05% | +1,587+16.9% | Added |
| Dakota Wealth Management | 10,957 | $717.9K | 0.02% | −6,806−38.3% | Reduced |
| 44 Wealth Management LLC | 11,050 | $724.0K | 0.28% | −1,290−10.5% | Reduced |
| CWM, LLC | 11,110 | $728.0K | 0.00% | −562−4.8% | Reduced |
| Berkshire Asset Management LLC | 10,565 | $729.6K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,908 | $729.9K | 0.02% | −674−5.8% | Reduced |
| Engineers Gate Manager LP | 11,199 | $733.8K | 0.01% | −58,526−83.9% | Reduced |
| Fiduciary Trust Co | 11,223 | $735.3K | 0.01% | +4,039+56.2% | Added |
| Sittner & Nelson, LLC | 11,225 | $735.5K | 0.32% | +250+2.3% | Added |
| Hartford Funds Management Co LLC | 11,238 | $736.3K | 0.07% | +598+5.6% | Added |
| Marietta Investment Partners LLC | 11,308 | $740.9K | 0.16% | −2,622−18.8% | Reduced |
| National Asset Management, Inc. | 11,363 | $744.5K | 0.02% | −2,257−16.6% | Reduced |
| Bearing Point Capital, LLC | 11,407 | $747.4K | 0.16% | +11,407 | New |
| Mesirow Financial Investment Management, Inc. | 11,414 | $747.7K | 0.01% | +796+7.5% | Added |
| Henshaw Capital LLC | 11,479 | $752.1K | 0.03% | 00.0% | Unchanged |
| Nordea Investment Management AB | 11,478 | $754.0K | 0.00% | +11,478 | New |
| Denali Advisors LLC | 11,588 | $759.3K | 0.08% | −2,471−17.6% | Reduced |
| New Century Financial Group, LLC | 11,494 | $761.5K | 0.32% | +2,094+22.3% | Added |
| Sunbelt Securities, Inc. | 11,625 | $762.3K | 0.07% | +3,885+50.2% | Added |
| Guerra Pan Advisors, LLC | 11,646 | $763.0K | 0.55% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 11,689 | $765.9K | 0.12% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 11,745 | $769.5K | 0.40% | −300−2.5% | Reduced |
| Venture Visionary Partners LLC | 11,807 | $773.6K | 0.03% | −128−1.1% | Reduced |
| Driehaus Capital Management LLC | 11,833 | $775.3K | 0.01% | +1,891+19.0% | Added |
| Sage Rhino Capital LLC | 11,864 | $777.3K | 0.17% | −160−1.3% | Reduced |
| IFP Advisors, Inc | 11,939 | $782.2K | 0.03% | +6,091+104.2% | Added |
| SIH Partners, LLLP | 11,949 | $782.9K | 0.05% | +11,949 | New |
| RB Capital Management, LLC | 11,954 | $783.2K | 0.18% | −314−2.6% | Reduced |
| Boston Private Wealth LLC | 11,971 | $784.3K | 0.01% | +11,971 | New |
| Rathbone Brothers plc | 11,991 | $785.6K | 0.00% | −1,712−12.5% | Reduced |
| Wolverine Trading, LLC | 11,982 | $785.7K | 0.02% | +6,277+110.0% | Added |
| Cherokee Insurance Co | 12,000 | $786.2K | 0.36% | +12,000 | New |
| Dynasty Wealth Management, LLC | 12,012 | $787.0K | 0.01% | +12,012 | New |
| Flaharty Asset Management, LLC | 12,099 | $792.7K | 0.12% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 12,141 | $795.0K | 0.23% | +88+0.7% | Added |
| Calamos Advisors LLC | 12,139 | $795.3K | 0.00% | +70+0.6% | Added |
| Bender Robert & Associates | 12,202 | $799.5K | 0.19% | −1,680−12.1% | Reduced |
| Kingsview Wealth Management, LLC | 12,279 | $804.5K | 0.02% | −675−5.2% | Reduced |
| Empire Financial Management Company, LLC | 12,323 | $807.4K | 0.25% | +323+2.7% | Added |
| Diversify Advisory Services, LLC | 12,088 | $810.0K | 0.04% | −3,681−23.3% | Reduced |
| Confluence Wealth Services, Inc. | 11,964 | $820.7K | 0.05% | −30−0.3% | Reduced |
| Hohimer Wealth Management, LLC | 12,631 | $827.6K | 0.16% | 00.0% | Unchanged |
| Marotta Asset Management | 12,586 | $829.2K | 0.17% | −412−3.2% | Reduced |
| Advocate Group LLC | 12,686 | $831.2K | 0.16% | −60.0% | Reduced |
| Tiaa Trust, National Association | 12,726 | $833.8K | 0.00% | −48,728−79.3% | Reduced |
| Frank, Rimerman Advisors LLC | 12,748 | $835.2K | 0.06% | +2,992+30.7% | Added |
| Horizon Kinetics Asset Management LLC | 12,876 | $843.6K | 0.01% | +522+4.2% | Added |
| CIBC World Markets Corp | 12,901 | $845.3K | 0.00% | +142+1.1% | Added |
| Sanders Morris Harris LLC | 12,929 | $847.9K | 0.13% | +557+4.5% | Added |
| Riverview Capital Advisers, LLC | 12,957 | $848.9K | 0.26% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 12,972 | $849.9K | 0.07% | +970+8.1% | Added |
| Financial Advocates Investment Management | 12,987 | $850.9K | 0.05% | −1,973−13.2% | Reduced |
| Gibbs Wealth Management | 12,993 | $851.3K | 0.23% | +2,615+25.2% | Added |
| Old National Bancorp | 13,007 | $852.2K | 0.02% | +660+5.3% | Added |
| Cullinan Associates Inc | 13,026 | $853.5K | 0.05% | 00.0% | Unchanged |
| De Burlo Group Inc | 13,041 | $854.4K | 0.11% | −636−4.7% | Reduced |
| IHT Wealth Management, LLC | 13,255 | $868.5K | 0.03% | −3,055−18.7% | Reduced |
| Allworth Financial LP | 12,768 | $870.8K | 0.00% | +1,461+12.9% | Added |
| A. D. Beadell Investment Counsel, Inc. | 13,385 | $876.0K | 0.71% | +13,385 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 13,457 | $881.7K | 1.71% | −76−0.6% | Reduced |
| Cooper Financial Group | 13,467 | $882.4K | 0.11% | −1,167−8.0% | Reduced |
| Huntington National Bank | 13,475 | $882.9K | 0.01% | −424−3.1% | Reduced |
| Stratos Wealth Partners, LTD. | 13,476 | $883.0K | 0.01% | −835−5.8% | Reduced |
| Meridian Wealth Management, LLC | 13,511 | $885.3K | 0.04% | +617+4.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 13,872 | $908.9K | 0.42% | +771+5.9% | Added |
| Fulton Bank, N.A. | 13,937 | $913.2K | 0.04% | +4,608+49.4% | Added |
| Davenport & Co LLC | 14,017 | $918.4K | 0.01% | −518−3.6% | Reduced |
| ICONIQ Capital, LLC | 14,045 | $920.2K | 0.01% | +8,104+136.4% | Added |
| Intrust Bank NA | 14,056 | $920.9K | 0.09% | +348+2.5% | Added |
| West Family Investments, Inc. | 14,068 | $921.7K | 0.32% | −852−5.7% | Reduced |