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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 15,427 | $1.01M | 0.09% | +2,462+19.0% | Added |
| Whittier Trust Co of Nevada Inc | 15,355 | $1.01M | 0.02% | +5,809+60.9% | Added |
| Polymer Capital Management (HK) LTD | 15,350 | $1.01M | 0.18% | +15,350 | New |
| Optas, LLC | 15,345 | $1.01M | 0.22% | −225−1.4% | Reduced |
| Investors Asset Management of Georgia Inc | 15,340 | $1.01M | 0.49% | −400−2.5% | Reduced |
| SALT Holding Corp. | 15,200 | $995.9K | 1.27% | +15,200 | New |
| Leavell Investment Management, Inc. | 15,158 | $993.2K | 0.05% | −602−3.8% | Reduced |
| Congress Wealth Management LLC | 15,038 | $985.4K | 0.01% | +5,681+60.7% | Added |
| Westport Asset Management Inc | 15,000 | $982.8K | 0.47% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 14,976 | $981.2K | 0.03% | +14,976 | New |
| Parallel Advisors, LLC | 14,924 | $977.9K | 0.02% | −6,072−28.9% | Reduced |
| Canandaigua National Bank & Trust Co | 14,820 | $971.0K | 0.10% | −93−0.6% | Reduced |
| Geller Advisors LLC | 14,809 | $970.3K | 0.06% | −1,840−11.1% | Reduced |
| Sectoral Asset Management Inc | 14,650 | $959.9K | 0.64% | −6,690−31.3% | Reduced |
| Malaga Cove Capital, LLC | 14,621 | $958.0K | 0.38% | −25−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 14,586 | $955.7K | 0.03% | −1,071−6.8% | Reduced |
| VELA Investment Management, LLC | 14,539 | $952.6K | 0.33% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 14,491 | $949.0K | 0.15% | −130−0.9% | Reduced |
| TrimTabs Asset Management, LLC | 7,207 | $944.8K | 0.12% | +7,207 | New |
| Brown Advisory Inc | 14,361 | $940.9K | 0.00% | −139−1.0% | Reduced |
| Smartleaf Asset Management LLC | 14,323 | $939.2K | 0.10% | +5,248+57.8% | Added |
| Texas Yale Capital Corp. | 14,090 | $923.2K | 0.04% | +612+4.5% | Added |
| West Family Investments, Inc. | 14,068 | $921.7K | 0.32% | −852−5.7% | Reduced |
| Intrust Bank NA | 14,056 | $920.9K | 0.09% | +348+2.5% | Added |
| ICONIQ Capital, LLC | 14,045 | $920.2K | 0.01% | +8,104+136.4% | Added |
| Davenport & Co LLC | 14,017 | $918.4K | 0.01% | −518−3.6% | Reduced |
| Fulton Bank, N.A. | 13,937 | $913.2K | 0.04% | +4,608+49.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 13,872 | $908.9K | 0.42% | +771+5.9% | Added |
| Meridian Wealth Management, LLC | 13,511 | $885.3K | 0.04% | +617+4.8% | Added |
| Stratos Wealth Partners, LTD. | 13,476 | $883.0K | 0.01% | −835−5.8% | Reduced |
| Huntington National Bank | 13,475 | $882.9K | 0.01% | −424−3.1% | Reduced |
| Cooper Financial Group | 13,467 | $882.4K | 0.11% | −1,167−8.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 13,457 | $881.7K | 1.71% | −76−0.6% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 13,385 | $876.0K | 0.71% | +13,385 | New |
| Allworth Financial LP | 12,768 | $870.8K | 0.00% | +1,461+12.9% | Added |
| IHT Wealth Management, LLC | 13,255 | $868.5K | 0.03% | −3,055−18.7% | Reduced |
| De Burlo Group Inc | 13,041 | $854.4K | 0.11% | −636−4.7% | Reduced |
| Cullinan Associates Inc | 13,026 | $853.5K | 0.05% | 00.0% | Unchanged |
| Old National Bancorp | 13,007 | $852.2K | 0.02% | +660+5.3% | Added |
| Gibbs Wealth Management | 12,993 | $851.3K | 0.23% | +2,615+25.2% | Added |
| Financial Advocates Investment Management | 12,987 | $850.9K | 0.05% | −1,973−13.2% | Reduced |
| Eqis Capital Management, Inc. | 12,972 | $849.9K | 0.07% | +970+8.1% | Added |
| Riverview Capital Advisers, LLC | 12,957 | $848.9K | 0.26% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 12,929 | $847.9K | 0.13% | +557+4.5% | Added |
| CIBC World Markets Corp | 12,901 | $845.3K | 0.00% | +142+1.1% | Added |
| Horizon Kinetics Asset Management LLC | 12,876 | $843.6K | 0.01% | +522+4.2% | Added |
| Frank, Rimerman Advisors LLC | 12,748 | $835.2K | 0.06% | +2,992+30.7% | Added |
| Tiaa Trust, National Association | 12,726 | $833.8K | 0.00% | −48,728−79.3% | Reduced |
| Advocate Group LLC | 12,686 | $831.2K | 0.16% | −60.0% | Reduced |
| Marotta Asset Management | 12,586 | $829.2K | 0.17% | −412−3.2% | Reduced |
| Hohimer Wealth Management, LLC | 12,631 | $827.6K | 0.16% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 11,964 | $820.7K | 0.05% | −30−0.3% | Reduced |
| Diversify Advisory Services, LLC | 12,088 | $810.0K | 0.04% | −3,681−23.3% | Reduced |
| Empire Financial Management Company, LLC | 12,323 | $807.4K | 0.25% | +323+2.7% | Added |
| Kingsview Wealth Management, LLC | 12,279 | $804.5K | 0.02% | −675−5.2% | Reduced |
| Bender Robert & Associates | 12,202 | $799.5K | 0.19% | −1,680−12.1% | Reduced |
| Calamos Advisors LLC | 12,139 | $795.3K | 0.00% | +70+0.6% | Added |
| FDx Advisors, Inc. | 12,141 | $795.0K | 0.23% | +88+0.7% | Added |
| Flaharty Asset Management, LLC | 12,099 | $792.7K | 0.12% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 12,012 | $787.0K | 0.01% | +12,012 | New |
| Cherokee Insurance Co | 12,000 | $786.2K | 0.36% | +12,000 | New |
| Wolverine Trading, LLC | 11,982 | $785.7K | 0.02% | +6,277+110.0% | Added |
| Rathbone Brothers plc | 11,991 | $785.6K | 0.00% | −1,712−12.5% | Reduced |
| Boston Private Wealth LLC | 11,971 | $784.3K | 0.01% | +11,971 | New |
| RB Capital Management, LLC | 11,954 | $783.2K | 0.18% | −314−2.6% | Reduced |
| SIH Partners, LLLP | 11,949 | $782.9K | 0.05% | +11,949 | New |
| IFP Advisors, Inc | 11,939 | $782.2K | 0.03% | +6,091+104.2% | Added |
| Sage Rhino Capital LLC | 11,864 | $777.3K | 0.17% | −160−1.3% | Reduced |
| Driehaus Capital Management LLC | 11,833 | $775.3K | 0.01% | +1,891+19.0% | Added |
| Venture Visionary Partners LLC | 11,807 | $773.6K | 0.03% | −128−1.1% | Reduced |
| Moser Wealth Advisors, LLC | 11,745 | $769.5K | 0.40% | −300−2.5% | Reduced |
| Stockman Wealth Management, Inc. | 11,689 | $765.9K | 0.12% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 11,646 | $763.0K | 0.55% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11,625 | $762.3K | 0.07% | +3,885+50.2% | Added |
| New Century Financial Group, LLC | 11,494 | $761.5K | 0.32% | +2,094+22.3% | Added |
| Denali Advisors LLC | 11,588 | $759.3K | 0.08% | −2,471−17.6% | Reduced |
| Nordea Investment Management AB | 11,478 | $754.0K | 0.00% | +11,478 | New |
| Henshaw Capital LLC | 11,479 | $752.1K | 0.03% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 11,414 | $747.7K | 0.01% | +796+7.5% | Added |
| Bearing Point Capital, LLC | 11,407 | $747.4K | 0.16% | +11,407 | New |
| National Asset Management, Inc. | 11,363 | $744.5K | 0.02% | −2,257−16.6% | Reduced |
| Marietta Investment Partners LLC | 11,308 | $740.9K | 0.16% | −2,622−18.8% | Reduced |
| Hartford Funds Management Co LLC | 11,238 | $736.3K | 0.07% | +598+5.6% | Added |
| Sittner & Nelson, LLC | 11,225 | $735.5K | 0.32% | +250+2.3% | Added |
| Fiduciary Trust Co | 11,223 | $735.3K | 0.01% | +4,039+56.2% | Added |
| Engineers Gate Manager LP | 11,199 | $733.8K | 0.01% | −58,526−83.9% | Reduced |
| Mutual Advisors, LLC | 10,908 | $729.9K | 0.02% | −674−5.8% | Reduced |
| Berkshire Asset Management LLC | 10,565 | $729.6K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 11,110 | $728.0K | 0.00% | −562−4.8% | Reduced |
| 44 Wealth Management LLC | 11,050 | $724.0K | 0.28% | −1,290−10.5% | Reduced |
| Dakota Wealth Management | 10,957 | $717.9K | 0.02% | −6,806−38.3% | Reduced |
| Hilltop Holdings Inc. | 10,955 | $717.7K | 0.05% | +1,587+16.9% | Added |
| Essex Financial Services, Inc. | 10,921 | $715.5K | 0.05% | +93+0.9% | Added |
| Global Retirement Partners, LLC | 10,844 | $710.5K | 0.02% | −5,101−32.0% | Reduced |
| Proficio Capital Partners LLC | 10,806 | $708.0K | 0.06% | +598+5.9% | Added |
| Wedmont Private Capital | 10,555 | $707.3K | 0.04% | +38+0.4% | Added |
| Hancock Whitney Corp | 10,747 | $704.1K | 0.02% | +97+0.9% | Added |
| Rehmann Capital Advisory Group | 10,720 | $702.4K | 0.04% | +693+6.9% | Added |
| Grove Bank & Trust | 10,644 | $697.4K | 0.10% | −755−6.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $695.9K | 0.20% | 00.0% | Unchanged |