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 |
|---|---|---|---|---|---|
| Evelyn Partners Asset Management Ltd | 21,593 | $1.41M | 0.38% | +21,593 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 21,751 | $1.43M | 0.47% | −300−1.4% | Reduced |
| Paradigm Asset Management Co LLC | 11,500 | $1.43M | 0.39% | −2,100−15.4% | Reduced |
| Vise Technologies, Inc. | 21,981 | $1.44M | 0.12% | +437+2.0% | Added |
| F/M Investments LLC | 22,082 | $1.45M | 0.05% | +4,616+26.4% | Added |
| First Hawaiian Bank | 22,529 | $1.48M | 0.05% | +8,514+60.7% | Added |
| Fox Run Management, L.L.C. | 22,614 | $1.48M | 0.27% | +22,614 | New |
| Monte Financial Group, LLC | 22,724 | $1.49M | 0.64% | 00.0% | Unchanged |
| Callan Family Office, LLC | 22,970 | $1.50M | 0.10% | +22,970 | New |
| NorthCrest Asset Manangement, LLC | 23,297 | $1.53M | 0.05% | −442−1.9% | Reduced |
| Valley National Advisers Inc | 23,470 | $1.54M | 0.28% | +508+2.2% | Added |
| LMCG Investments, LLC | 23,514 | $1.54M | 0.09% | −16,845−41.7% | Reduced |
| Evergreen Capital Management LLC | 23,554 | $1.54M | 0.05% | +1,857+8.6% | Added |
| Oppenheimer & Co Inc | 23,925 | $1.57M | 0.02% | +1,361+6.0% | Added |
| Warren Averett Asset Management, LLC | 24,155 | $1.58M | 0.02% | +15,881+191.9% | Added |
| Exencial Wealth Advisors, LLC | 24,168 | $1.58M | 0.06% | +24,168 | New |
| Perpetual Ltd | 24,274 | $1.59M | 0.02% | −19,416−44.4% | Reduced |
| Venturi Wealth Management, LLC | 24,396 | $1.60M | 0.08% | −1,400−5.4% | Reduced |
| Financial Gravity Companies, Inc. | 24,510 | $1.61M | 0.37% | +24,510 | New |
| HighPoint Advisor Group LLC | 22,180 | $1.61M | 0.09% | −188−0.8% | Reduced |
| Coldstream Capital Management Inc | 24,806 | $1.63M | 0.03% | −1,971−7.4% | Reduced |
| Stephens Inc | 24,987 | $1.64M | 0.02% | −1,360−5.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 25,275 | $1.66M | 0.01% | +7,465+41.9% | Added |
| Nicholas Hoffman & Company, LLC. | 25,350 | $1.66M | 0.07% | −304−1.2% | Reduced |
| Schechter Investment Advisors, LLC | 25,528 | $1.67M | 0.13% | +3,285+14.8% | Added |
| Thoroughbred Financial Services, LLC | 25,640 | $1.68M | 0.10% | −2,539−9.0% | Reduced |
| 1832 Asset Management L.P. | 25,696 | $1.68M | 0.00% | −832−3.1% | Reduced |
| AQR Capital Management LLC | 25,811 | $1.69M | 0.00% | +6,947+36.8% | Added |
| Parr McKnight Wealth Management Group, LLC | 26,048 | $1.71M | 0.24% | +26,048 | New |
| Thrivent Financial for Lutherans | 26,365 | $1.71M | 0.00% | −18,090−40.7% | Reduced |
| Citizens National Bank Trust Department | 26,260 | $1.72M | 0.36% | +595+2.3% | Added |
| Lido Advisors, LLC | 26,653 | $1.75M | 0.01% | −1,495−5.3% | Reduced |
| Exchange Traded Concepts, LLC | 26,979 | $1.77M | 0.04% | +2,012+8.1% | Added |
| Toronto Dominion Bank | 27,080 | $1.77M | 0.00% | +9,151+51.0% | Added |
| Iams Wealth Management, LLC | 27,080 | $1.77M | 0.81% | +11,369+72.4% | Added |
| Greenleaf Trust | 27,104 | $1.78M | 0.02% | +1,210+4.7% | Added |
| Old Port Advisors | 27,173 | $1.78M | 0.51% | +139+0.5% | Added |
| Integrated Wealth Concepts LLC | 27,569 | $1.81M | 0.02% | +1,406+5.4% | Added |
| CAPROCK Group, Inc. | 27,729 | $1.82M | 0.06% | +3,600+14.9% | Added |
| Quadrant Capital Group LLC | 27,822 | $1.82M | 0.13% | +253+0.9% | Added |
| Principal Securities, Inc. | 27,911 | $1.83M | 0.04% | +2,490+9.8% | Added |
| EP Wealth Advisors, LLC | 28,238 | $1.85M | 0.02% | +7,802+38.2% | Added |
| Jamison Private Wealth Management, Inc. | 28,334 | $1.86M | 0.27% | +1,141+4.2% | Added |
| Itau Unibanco Holding S.A. | 28,361 | $1.86M | 0.06% | +12,067+74.1% | Added |
| Sequoia Financial Advisors, LLC | 28,894 | $1.89M | 0.02% | −1,372−4.5% | Reduced |
| Proequities, Inc. | 27,951 | $1.91M | 0.11% | +2,650+10.5% | Added |
| Rhumbline Advisers | 29,123 | $1.91M | 0.00% | +404+1.4% | Added |
| Avitas Wealth Management LLC | 29,409 | $1.93M | 0.27% | −18,936−39.2% | Reduced |
| Catalytic Wealth RIA, LLC | 29,607 | $1.94M | 0.34% | +599+2.1% | Added |
| Pinnacle Associates Ltd | 29,958 | $1.96M | 0.03% | +3,712+14.1% | Added |
| Dillon & Associates Inc | 30,272 | $2.00M | 0.28% | −2,578−7.8% | Reduced |
| Ballentine Partners, LLC | 30,522 | $2.00M | 0.03% | −1,769−5.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 30,582 | $2.00M | 0.07% | +6,229+25.6% | Added |
| Koa Wealth Management, LLC | 30,756 | $2.02M | 1.65% | +5,078+19.8% | Added |
| Massachusetts Financial Services Co | 30,759 | $2.02M | 0.00% | +2,158+7.5% | Added |
| Whittier Trust Co | 30,916 | $2.03M | 0.03% | +8,154+35.8% | Added |
| William Blair Investment Management, LLC | 31,174 | $2.04M | 0.00% | −26,070−45.5% | Reduced |
| AlphaCentric Advisors LLC | 31,685 | $2.08M | 2.07% | +31,685 | New |
| FNY Investment Advisers, LLC | 200 | $2.09M | 1.09% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 32,100 | $2.10M | 0.02% | +32,100 | New |
| Bayesian Capital Management, LP | 32,100 | $2.10M | 0.26% | +32,100 | New |
| Resources Investment Advisors, LLC. | 32,130 | $2.11M | 0.02% | +4,485+16.2% | Added |
| HB Wealth Management, LLC | 32,173 | $2.11M | 0.02% | −89−0.3% | Reduced |
| Qtron Investments LLC | 32,245 | $2.11M | 0.30% | −966−2.9% | Reduced |
| Verdence Capital Advisors LLC | 32,508 | $2.13M | 0.17% | +3,007+10.2% | Added |
| Columbus Macro, LLC | 32,692 | $2.14M | 0.30% | +12,454+61.5% | Added |
| Money Concepts Capital Corp | 32,745 | $2.15M | 0.16% | −861−2.6% | Reduced |
| Group One Trading, L.P. | 32,757 | $2.15M | 0.07% | +32,757 | New |
| Amundi | 32,291 | $2.15M | 0.00% | −15,780−32.8% | Reduced |
| Coppell Advisory Solutions LLC | 33,230 | $2.18M | 0.31% | +14,339+75.9% | Added |
| Regions Financial Corp | 33,285 | $2.18M | 0.02% | −2,582−7.2% | Reduced |
| NTV Asset Management LLC | 33,430 | $2.19M | 0.29% | −6,659−16.6% | Reduced |
| Vident Advisory, LLC | 33,579 | $2.20M | 0.04% | −1,521−4.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 33,695 | $2.21M | 0.14% | +3,842+12.9% | Added |
| Aperture Investors, LLC | 33,732 | $2.21M | 0.29% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 34,270 | $2.25M | 0.10% | +7,447+27.8% | Added |
| Cozad Asset Management Inc | 34,404 | $2.25M | 0.21% | −1,506−4.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 35,300 | $2.31M | 0.13% | +189+0.5% | Added |
| Searle & Co. | 35,350 | $2.32M | 0.67% | 00.0% | Unchanged |
| Bellevue Group AG | 35,700 | $2.34M | 0.05% | +2,200+6.6% | Added |
| Cloverfields Capital Group, LP | 35,733 | $2.34M | 0.75% | +3,200+9.8% | Added |
| Yousif Capital Management, LLC | 35,843 | $2.35M | 0.03% | −1,500−4.0% | Reduced |
| D.A. Davidson & Co. | 36,116 | $2.37M | 0.02% | +10,257+39.7% | Added |
| Schonfeld Strategic Advisors LLC | 36,300 | $2.38M | 0.02% | +15,499+74.5% | Added |
| Aurora Investment Counsel | 36,636 | $2.40M | 1.31% | +2,851+8.4% | Added |
| NewEdge Wealth, LLC | 37,190 | $2.44M | 0.04% | +5,797+18.5% | Added |
| Crestline Management, LP | 37,335 | $2.45M | 0.09% | −23,934−39.1% | Reduced |
| Oxbow Advisors, LLC | 37,343 | $2.45M | 0.29% | +34,385+1,162.4% | Added |
| Tealwood Asset Management Inc | 37,410 | $2.45M | 1.01% | +290+0.8% | Added |
| Adviser Investments LLC | 37,833 | $2.48M | 0.03% | −1,792−4.5% | Reduced |
| Corebridge Financial, Inc. | 37,867 | $2.48M | 0.01% | −206−0.5% | Reduced |
| We Are One Seven, LLC | 37,937 | $2.49M | 0.10% | +21,977+137.7% | Added |
| Aviso Financial Inc. | 38,017 | $2.49M | 0.13% | +261+0.7% | Added |
| Foundation Wealth Management, LLC | 38,376 | $2.51M | 1.22% | +38,376 | New |
| Ieq Capital, LLC | 39,040 | $2.56M | 0.02% | −1,339−3.3% | Reduced |
| NEOS Investment Management LLC | 39,611 | $2.60M | 0.06% | +6,541+19.8% | Added |
| Simmons Bank | 39,753 | $2.60M | 0.19% | +679+1.7% | Added |
| Miracle Mile Advisors, LLC | 39,986 | $2.62M | 0.05% | +32,659+445.7% | Added |
| Channel Wealth LLC | 40,175 | $2.63M | 0.86% | +23,711+144.0% | Added |
| Sound View Wealth Advisors Group, LLC | 40,571 | $2.66M | 0.21% | +21,136+108.8% | Added |