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 | 1,388 | $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 |
|---|---|---|---|---|---|
| Stephens Inc | 24,987 | $1.64M | 0.02% | −1,360−5.2% | Reduced |
| Coldstream Capital Management Inc | 24,806 | $1.63M | 0.03% | −1,971−7.4% | Reduced |
| HighPoint Advisor Group LLC | 22,180 | $1.61M | 0.09% | −188−0.8% | Reduced |
| Financial Gravity Companies, Inc. | 24,510 | $1.61M | 0.37% | +24,510 | New |
| Venturi Wealth Management, LLC | 24,396 | $1.60M | 0.08% | −1,400−5.4% | Reduced |
| Perpetual Ltd | 24,274 | $1.59M | 0.02% | −19,416−44.4% | Reduced |
| Exencial Wealth Advisors, LLC | 24,168 | $1.58M | 0.06% | +24,168 | New |
| Warren Averett Asset Management, LLC | 24,155 | $1.58M | 0.02% | +15,881+191.9% | Added |
| Oppenheimer & Co Inc | 23,925 | $1.57M | 0.02% | +1,361+6.0% | Added |
| Evergreen Capital Management LLC | 23,554 | $1.54M | 0.05% | +1,857+8.6% | Added |
| LMCG Investments, LLC | 23,514 | $1.54M | 0.09% | −16,845−41.7% | Reduced |
| Valley National Advisers Inc | 23,470 | $1.54M | 0.28% | +508+2.2% | Added |
| NorthCrest Asset Manangement, LLC | 23,297 | $1.53M | 0.05% | −442−1.9% | Reduced |
| Callan Family Office, LLC | 22,970 | $1.50M | 0.10% | +22,970 | New |
| Monte Financial Group, LLC | 22,724 | $1.49M | 0.64% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 22,614 | $1.48M | 0.27% | +22,614 | New |
| First Hawaiian Bank | 22,529 | $1.48M | 0.05% | +8,514+60.7% | Added |
| F/M Investments LLC | 22,082 | $1.45M | 0.05% | +4,616+26.4% | Added |
| Vise Technologies, Inc. | 21,981 | $1.44M | 0.12% | +437+2.0% | Added |
| Paradigm Asset Management Co LLC | 11,500 | $1.43M | 0.39% | −2,100−15.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 21,751 | $1.43M | 0.47% | −300−1.4% | Reduced |
| Evelyn Partners Asset Management Ltd | 21,593 | $1.41M | 0.38% | +21,593 | New |
| AdvisorNet Financial, Inc | 21,314 | $1.40M | 0.12% | −1,065−4.8% | Reduced |
| Personal Cfo Solutions, LLC | 21,298 | $1.40M | 0.27% | +210+1.0% | Added |
| MAI Capital Management | 21,205 | $1.39M | 0.01% | +7,649+56.4% | Added |
| Connable Office Inc | 21,178 | $1.39M | 0.14% | −585−2.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 21,100 | $1.38M | 0.14% | +21,100 | New |
| Stablepoint Partners, LLC | 20,993 | $1.38M | 0.25% | −939−4.3% | Reduced |
| GeoWealth Management, LLC | 20,838 | $1.37M | 0.04% | +5,459+35.5% | Added |
| Altfest L J & Co Inc | 20,821 | $1.36M | 0.17% | +4,703+29.2% | Added |
| Commerce Bank | 20,574 | $1.35M | 0.01% | +1,161+6.0% | Added |
| Axxcess Wealth Management, LLC | 20,394 | $1.34M | 0.03% | −614−2.9% | Reduced |
| Renaissance Technologies LLC | 20,370 | $1.33M | 0.00% | −284,538−93.3% | Reduced |
| First American Bank | 20,314 | $1.33M | 0.09% | +1,091+5.7% | Added |
| Pitcairn Co | 20,296 | $1.33M | 0.08% | −3,479−14.6% | Reduced |
| Nomura Asset Management Co Ltd | 20,180 | $1.32M | 0.00% | −66,990−76.8% | Reduced |
| Checchi Capital Advisers, LLC | 20,083 | $1.32M | 0.10% | −356−1.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 20,071 | $1.32M | 0.02% | −2,017−9.1% | Reduced |
| Beacon Pointe Advisors, LLC | 20,056 | $1.31M | 0.01% | −5,538−21.6% | Reduced |
| Perigon Wealth Management, LLC | 19,597 | $1.31M | 0.03% | +567+3.0% | Added |
| Oarsman Capital, Inc. | 19,979 | $1.31M | 0.23% | −1,151−5.4% | Reduced |
| Quantbot Technologies LP | 19,814 | $1.30M | 0.05% | −57,962−74.5% | Reduced |
| Ronald Blue Trust, Inc. | 19,767 | $1.30M | 0.02% | −259−1.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 19,605 | $1.28M | 0.04% | +1,477+8.1% | Added |
| Advisory Services Network, LLC | 19,529 | $1.28M | 0.02% | −2,080−9.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19,492 | $1.28M | 0.19% | −260−1.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,466 | $1.28M | 0.19% | −2,115−9.8% | Reduced |
| Cresset Asset Management, LLC | 19,412 | $1.27M | 0.01% | −83,234−81.1% | Reduced |
| Paragon Capital Management Inc | 19,203 | $1.26M | 0.98% | +10,507+120.8% | Added |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.25M | 0.15% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 19,107 | $1.25M | 0.08% | +6,775+54.9% | Added |
| Equitable Holdings, Inc. | 19,053 | $1.25M | 0.01% | +11,001+136.6% | Added |
| Vista Investment Management | 18,930 | $1.24M | 0.47% | −1,440−7.1% | Reduced |
| Aaron Wealth Advisors | 18,842 | $1.23M | 0.14% | +1,440+8.3% | Added |
| Atomi Financial Group, Inc. | 18,707 | $1.23M | 0.06% | −9,128−32.8% | Reduced |
| Level Four Advisory Services, LLC | 18,695 | $1.22M | 0.05% | −3,074−14.1% | Reduced |
| Ameritas Investment Partners, Inc. | 18,526 | $1.21M | 0.04% | +1,004+5.7% | Added |
| Kovitz Investment Group Partners, LLC | 18,488 | $1.21M | 0.01% | −8,267−30.9% | Reduced |
| Credit Agricole S A | 18,384 | $1.20M | 0.00% | +2,955+19.2% | Added |
| Syon Capital LLC | 18,017 | $1.18M | 0.11% | −1,032−5.4% | Reduced |
| Fragasso Group Inc. | 17,955 | $1.18M | 0.09% | +41+0.2% | Added |
| Forum Financial Management, LP | 17,555 | $1.15M | 0.02% | +6,181+54.3% | Added |
| Wealth Alliance | 17,342 | $1.14M | 0.14% | −197−1.1% | Reduced |
| SkyView Investment Advisors, LLC | 17,162 | $1.12M | 0.18% | +17,162 | New |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.11M | 0.32% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 16,925 | $1.11M | 0.03% | +4,240+33.4% | Added |
| TD Private Client Wealth LLC | 16,808 | $1.10M | 0.03% | +6,201+58.5% | Added |
| Founders Financial Securities LLC | 16,799 | $1.10M | 0.10% | +2,976+21.5% | Added |
| Potomac Fund Management Inc | 16,763 | $1.10M | 0.06% | +16,763 | New |
| TLWM | 16,681 | $1.09M | 0.22% | +717+4.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 16,630 | $1.09M | 0.40% | −353−2.1% | Reduced |
| Central Trust Co | 16,585 | $1.09M | 0.03% | −1,600−8.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 16,492 | $1.08M | 0.03% | −846−4.9% | Reduced |
| Sterling Capital Management LLC | 16,464 | $1.08M | 0.01% | +5,835+54.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 16,420 | $1.08M | 0.28% | +3,245+24.6% | Added |
| SeaCrest Wealth Management, LLC | 16,401 | $1.07M | 0.11% | −945−5.4% | Reduced |
| Norges Bank | 16,378 | $1.07M | 0.00% | −104,411−86.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,343 | $1.07M | 0.07% | −84−0.5% | Reduced |
| Stonegate Investment Group, LLC | 16,318 | $1.07M | 0.03% | −100−0.6% | Reduced |
| Horizon Investments, LLC | 16,302 | $1.07M | 0.03% | +2,954+22.1% | Added |
| Banco Santander, S.A. | 16,290 | $1.07M | 0.01% | +920+6.0% | Added |
| Campbell & CO Investment Adviser LLC | 16,256 | $1.07M | 0.08% | −53,334−76.6% | Reduced |
| Jones Financial Companies LLLP | 16,228 | $1.06M | 0.00% | +3,066+23.3% | Added |
| Smith, Salley & Associates | 16,173 | $1.06M | 0.07% | +15+0.1% | Added |
| Ellevest, Inc. | 16,093 | $1.05M | 0.06% | −5,080−24.0% | Reduced |
| Geneos Wealth Management Inc. | 16,058 | $1.05M | 0.04% | −336−2.0% | Reduced |
| Jarislowsky, Fraser Ltd | 16,047 | $1.05M | 0.01% | +3,655+29.5% | Added |
| Umb Bank N A | 16,041 | $1.05M | 0.02% | +4,153+34.9% | Added |
| Texas Bank & Trust Co | 16,022 | $1.05M | 0.43% | +16,022 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 16,000 | $1.05M | 0.73% | +16,000 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 14,487 | $1.05M | 0.00% | +14,487 | New |
| Squarepoint Ops LLC | 15,981 | $1.05M | 0.00% | −126,053−88.7% | Reduced |
| LVW Advisors, LLC | 15,962 | $1.05M | 0.13% | −1,564−8.9% | Reduced |
| Burney Co | 15,891 | $1.04M | 0.04% | +872+5.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,884 | $1.04M | 0.41% | −40−0.3% | Reduced |
| Apollon Wealth Management, LLC | 15,796 | $1.03M | 0.02% | +347+2.2% | Added |
| Axq Capital, LP | 15,768 | $1.03M | 0.47% | +9,524+152.5% | Added |
| Sowell Financial Services LLC | 15,663 | $1.03M | 0.05% | +15,663 | New |
| TD Waterhouse Canada Inc. | 15,492 | $1.01M | 0.01% | +3,302+27.1% | Added |
| Kestra Private Wealth Services, LLC | 15,445 | $1.01M | 0.02% | −1,644−9.6% | Reduced |