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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 14,090 | $923.2K | 0.04% | +612+4.5% | Added |
| Smartleaf Asset Management LLC | 14,323 | $939.2K | 0.10% | +5,248+57.8% | Added |
| Brown Advisory Inc | 14,361 | $940.9K | 0.00% | −139−1.0% | Reduced |
| TrimTabs Asset Management, LLC | 7,207 | $944.8K | 0.12% | +7,207 | New |
| Hanson & Doremus Investment Management | 14,491 | $949.0K | 0.15% | −130−0.9% | Reduced |
| VELA Investment Management, LLC | 14,539 | $952.6K | 0.33% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14,586 | $955.7K | 0.03% | −1,071−6.8% | Reduced |
| Malaga Cove Capital, LLC | 14,621 | $958.0K | 0.38% | −25−0.2% | Reduced |
| Sectoral Asset Management Inc | 14,650 | $959.9K | 0.64% | −6,690−31.3% | Reduced |
| Geller Advisors LLC | 14,809 | $970.3K | 0.06% | −1,840−11.1% | Reduced |
| Canandaigua National Bank & Trust Co | 14,820 | $971.0K | 0.10% | −93−0.6% | Reduced |
| Parallel Advisors, LLC | 14,924 | $977.9K | 0.02% | −6,072−28.9% | Reduced |
| Sagespring Wealth Partners, LLC | 14,976 | $981.2K | 0.03% | +14,976 | New |
| Westport Asset Management Inc | 15,000 | $982.8K | 0.47% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 15,038 | $985.4K | 0.01% | +5,681+60.7% | Added |
| Leavell Investment Management, Inc. | 15,158 | $993.2K | 0.05% | −602−3.8% | Reduced |
| SALT Holding Corp. | 15,200 | $995.9K | 1.27% | +15,200 | New |
| Investors Asset Management of Georgia Inc | 15,340 | $1.01M | 0.49% | −400−2.5% | Reduced |
| Optas, LLC | 15,345 | $1.01M | 0.22% | −225−1.4% | Reduced |
| Polymer Capital Management (HK) LTD | 15,350 | $1.01M | 0.18% | +15,350 | New |
| Whittier Trust Co of Nevada Inc | 15,355 | $1.01M | 0.02% | +5,809+60.9% | Added |
| Avestar Capital, LLC | 15,427 | $1.01M | 0.09% | +2,462+19.0% | Added |
| Kestra Private Wealth Services, LLC | 15,445 | $1.01M | 0.02% | −1,644−9.6% | Reduced |
| TD Waterhouse Canada Inc. | 15,492 | $1.01M | 0.01% | +3,302+27.1% | Added |
| Sowell Financial Services LLC | 15,663 | $1.03M | 0.05% | +15,663 | New |
| Axq Capital, LP | 15,768 | $1.03M | 0.47% | +9,524+152.5% | Added |
| Apollon Wealth Management, LLC | 15,796 | $1.03M | 0.02% | +347+2.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,884 | $1.04M | 0.41% | −40−0.3% | Reduced |
| Burney Co | 15,891 | $1.04M | 0.04% | +872+5.8% | Added |
| LVW Advisors, LLC | 15,962 | $1.05M | 0.13% | −1,564−8.9% | Reduced |
| Squarepoint Ops LLC | 15,981 | $1.05M | 0.00% | −126,053−88.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 14,487 | $1.05M | 0.00% | +14,487 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 16,000 | $1.05M | 0.73% | +16,000 | New |
| Texas Bank & Trust Co | 16,022 | $1.05M | 0.43% | +16,022 | New |
| Umb Bank N A | 16,041 | $1.05M | 0.02% | +4,153+34.9% | Added |
| Jarislowsky, Fraser Ltd | 16,047 | $1.05M | 0.01% | +3,655+29.5% | Added |
| Geneos Wealth Management Inc. | 16,058 | $1.05M | 0.04% | −336−2.0% | Reduced |
| Ellevest, Inc. | 16,093 | $1.05M | 0.06% | −5,080−24.0% | Reduced |
| Smith, Salley & Associates | 16,173 | $1.06M | 0.07% | +15+0.1% | Added |
| Jones Financial Companies LLLP | 16,228 | $1.06M | 0.00% | +3,066+23.3% | Added |
| Campbell & CO Investment Adviser LLC | 16,256 | $1.07M | 0.08% | −53,334−76.6% | Reduced |
| Banco Santander, S.A. | 16,290 | $1.07M | 0.01% | +920+6.0% | Added |
| Horizon Investments, LLC | 16,302 | $1.07M | 0.03% | +2,954+22.1% | Added |
| Stonegate Investment Group, LLC | 16,318 | $1.07M | 0.03% | −100−0.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,343 | $1.07M | 0.07% | −84−0.5% | Reduced |
| Norges Bank | 16,378 | $1.07M | 0.00% | −104,411−86.4% | Reduced |
| SeaCrest Wealth Management, LLC | 16,401 | $1.07M | 0.11% | −945−5.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 16,420 | $1.08M | 0.28% | +3,245+24.6% | Added |
| Sterling Capital Management LLC | 16,464 | $1.08M | 0.01% | +5,835+54.9% | Added |
| Carnegie Capital Asset Management, LLC | 16,492 | $1.08M | 0.03% | −846−4.9% | Reduced |
| Central Trust Co | 16,585 | $1.09M | 0.03% | −1,600−8.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 16,630 | $1.09M | 0.40% | −353−2.1% | Reduced |
| TLWM | 16,681 | $1.09M | 0.22% | +717+4.5% | Added |
| Potomac Fund Management Inc | 16,763 | $1.10M | 0.06% | +16,763 | New |
| Founders Financial Securities LLC | 16,799 | $1.10M | 0.10% | +2,976+21.5% | Added |
| TD Private Client Wealth LLC | 16,808 | $1.10M | 0.03% | +6,201+58.5% | Added |
| Concurrent Investment Advisors, LLC | 16,925 | $1.11M | 0.03% | +4,240+33.4% | Added |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.11M | 0.32% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 17,162 | $1.12M | 0.18% | +17,162 | New |
| Wealth Alliance | 17,342 | $1.14M | 0.14% | −197−1.1% | Reduced |
| Forum Financial Management, LP | 17,555 | $1.15M | 0.02% | +6,181+54.3% | Added |
| Fragasso Group Inc. | 17,955 | $1.18M | 0.09% | +41+0.2% | Added |
| Syon Capital LLC | 18,017 | $1.18M | 0.11% | −1,032−5.4% | Reduced |
| Credit Agricole S A | 18,384 | $1.20M | 0.00% | +2,955+19.2% | Added |
| Kovitz Investment Group Partners, LLC | 18,488 | $1.21M | 0.01% | −8,267−30.9% | Reduced |
| Ameritas Investment Partners, Inc. | 18,526 | $1.21M | 0.04% | +1,004+5.7% | Added |
| Level Four Advisory Services, LLC | 18,695 | $1.22M | 0.05% | −3,074−14.1% | Reduced |
| Atomi Financial Group, Inc. | 18,707 | $1.23M | 0.06% | −9,128−32.8% | Reduced |
| Aaron Wealth Advisors | 18,842 | $1.23M | 0.14% | +1,440+8.3% | Added |
| Vista Investment Management | 18,930 | $1.24M | 0.47% | −1,440−7.1% | Reduced |
| Equitable Holdings, Inc. | 19,053 | $1.25M | 0.01% | +11,001+136.6% | Added |
| Zions Bancorporation, N.A. | 19,107 | $1.25M | 0.08% | +6,775+54.9% | Added |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.25M | 0.15% | 00.0% | Unchanged |
| Paragon Capital Management Inc | 19,203 | $1.26M | 0.98% | +10,507+120.8% | Added |
| Cresset Asset Management, LLC | 19,412 | $1.27M | 0.01% | −83,234−81.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,466 | $1.28M | 0.19% | −2,115−9.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19,492 | $1.28M | 0.19% | −260−1.3% | Reduced |
| Advisory Services Network, LLC | 19,529 | $1.28M | 0.02% | −2,080−9.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 19,605 | $1.28M | 0.04% | +1,477+8.1% | Added |
| Ronald Blue Trust, Inc. | 19,767 | $1.30M | 0.02% | −259−1.3% | Reduced |
| Quantbot Technologies LP | 19,814 | $1.30M | 0.05% | −57,962−74.5% | Reduced |
| Oarsman Capital, Inc. | 19,979 | $1.31M | 0.23% | −1,151−5.4% | Reduced |
| Perigon Wealth Management, LLC | 19,597 | $1.31M | 0.03% | +567+3.0% | Added |
| Beacon Pointe Advisors, LLC | 20,056 | $1.31M | 0.01% | −5,538−21.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 20,071 | $1.32M | 0.02% | −2,017−9.1% | Reduced |
| Checchi Capital Advisers, LLC | 20,083 | $1.32M | 0.10% | −356−1.7% | Reduced |
| Nomura Asset Management Co Ltd | 20,180 | $1.32M | 0.00% | −66,990−76.8% | Reduced |
| Pitcairn Co | 20,296 | $1.33M | 0.08% | −3,479−14.6% | Reduced |
| First American Bank | 20,314 | $1.33M | 0.09% | +1,091+5.7% | Added |
| Renaissance Technologies LLC | 20,370 | $1.33M | 0.00% | −284,538−93.3% | Reduced |
| Axxcess Wealth Management, LLC | 20,394 | $1.34M | 0.03% | −614−2.9% | Reduced |
| Commerce Bank | 20,574 | $1.35M | 0.01% | +1,161+6.0% | Added |
| Altfest L J & Co Inc | 20,821 | $1.36M | 0.17% | +4,703+29.2% | Added |
| GeoWealth Management, LLC | 20,838 | $1.37M | 0.04% | +5,459+35.5% | Added |
| Stablepoint Partners, LLC | 20,993 | $1.38M | 0.25% | −939−4.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 21,100 | $1.38M | 0.14% | +21,100 | New |
| Connable Office Inc | 21,178 | $1.39M | 0.14% | −585−2.7% | Reduced |
| MAI Capital Management | 21,205 | $1.39M | 0.01% | +7,649+56.4% | Added |
| Personal Cfo Solutions, LLC | 21,298 | $1.40M | 0.27% | +210+1.0% | Added |
| AdvisorNet Financial, Inc | 21,314 | $1.40M | 0.12% | −1,065−4.8% | Reduced |