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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 10,542 | $690.7K | 0.05% | +334+3.3% | Added |
| D.B. Root & Company, LLC | 10,535 | $690.3K | 0.22% | +1,616+18.1% | Added |
| Covenant Partners, LLC | 10,340 | $677.5K | 0.21% | −3,585−25.7% | Reduced |
| Channing Global Advisors, LLC | 10,231 | $670.3K | 0.45% | +4,367+74.5% | Added |
| Graham Capital Management, L.P. | 10,139 | $664.3K | 0.02% | −10,259−50.3% | Reduced |
| Virtu Financial LLC | 10,127 | $663.0K | 0.04% | −51,770−83.6% | Reduced |
| Callan Capital, LLC | 10,064 | $659.4K | 0.05% | −863−7.9% | Reduced |
| Jacobi Capital Management LLC | 10,060 | $659.1K | 0.05% | +27+0.3% | Added |
| Clark Capital Management Group, Inc. | 10,047 | $658.3K | 0.00% | +4,738+89.2% | Added |
| Five Oceans Advisors | 9,936 | $651.0K | 0.30% | +1,060+11.9% | Added |
| Harbour Investments, Inc. | 9,926 | $650.3K | 0.02% | +1,121+12.7% | Added |
| Choate Investment Advisors | 9,873 | $646.9K | 0.02% | +4,053+69.6% | Added |
| 1620 Investment Advisors, Inc. | 9,674 | $633.9K | 0.48% | +28+0.3% | Added |
| Clearstead Advisors, LLC | 9,662 | $633.1K | 0.01% | −525−5.2% | Reduced |
| Summit Financial, LLC | 9,642 | $631.7K | 0.02% | −198−2.0% | Reduced |
| Portside Wealth Group, LLC | 9,588 | $628.2K | 0.10% | +312+3.4% | Added |
| Aries Wealth Management | 9,578 | $627.6K | 0.17% | 00.0% | Unchanged |
| Norden Group LLC | 9,546 | $625.5K | 0.07% | +551+6.1% | Added |
| Legacy Capital Wealth Partners, LLC | 9,526 | $624.1K | 0.15% | +286+3.1% | Added |
| Brucke Financial, Inc. | 8,804 | $623.0K | 0.54% | +8,804 | New |
| Icon Wealth Advisors, LLC | 9,500 | $622.4K | 0.05% | −53−0.6% | Reduced |
| Johnson Investment Counsel Inc | 9,493 | $622.0K | 0.01% | +2,832+42.5% | Added |
| Ameritas Advisory Services, LLC | 9,487 | $621.6K | 0.02% | +1,949+25.9% | Added |
| Lake Street Advisors Group, LLC | 9,484 | $621.4K | 0.03% | −1,191−11.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,465 | $620.2K | 0.24% | +1,165+14.0% | Added |
| AE Wealth Management LLC | 9,396 | $615.6K | 0.01% | +1,044+12.5% | Added |
| First Affirmative Financial Network | 9,293 | $608.9K | 0.35% | +1,677+22.0% | Added |
| Courier Capital LLC | 9,292 | $608.8K | 0.04% | −25−0.3% | Reduced |
| Strategic Global Advisors, LLC | 9,243 | $605.6K | 0.11% | −848−8.4% | Reduced |
| PDS Planning, Inc | 9,174 | $601.1K | 0.05% | −161−1.7% | Reduced |
| Heritage Family Offices, LLP | 9,154 | $599.8K | 0.30% | +22+0.2% | Added |
| Avantra Family Wealth, Inc. | 9,100 | $596.3K | 0.56% | +9,100 | New |
| Signature Estate & Investment Advisors LLC | 9,049 | $592.9K | 0.01% | +213+2.4% | Added |
| Nilsine Partners, LLC | 9,037 | $592.1K | 0.06% | −72−0.8% | Reduced |
| Arkadios Wealth Advisors | 8,976 | $588.1K | 0.03% | −3,786−29.7% | Reduced |
| Principal Street Partners, LLC | 8,914 | $584.0K | 0.11% | −9,220−50.8% | Reduced |
| Howland Capital Management LLC | 8,907 | $583.6K | 0.03% | +93+1.1% | Added |
| Heritage Wealth Management, Inc. | 8,900 | $583.1K | 0.19% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 8,840 | $579.2K | 0.01% | +4,117+87.2% | Added |
| Banco de Sabadell, S.A | 8,793 | $575.0K | 0.45% | +1,209+15.9% | Added |
| STF Management LP | 8,722 | $571.5K | 0.26% | +236+2.8% | Added |
| Accurate Wealth Management, LLC | 8,463 | $567.1K | 0.11% | +275+3.4% | Added |
| Mission Wealth Management, LP | 8,577 | $562.0K | 0.01% | +274+3.3% | Added |
| Pensionmark Financial Group, LLC | 8,564 | $561.1K | 0.02% | +297+3.6% | Added |
| Bank of Hawaii | 8,541 | $559.6K | 0.03% | −547−6.0% | Reduced |
| Bray Capital Advisors | 8,500 | $556.9K | 0.15% | 00.0% | Unchanged |
| Columbia Asset Management | 8,485 | $555.9K | 0.11% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 8,474 | $555.0K | 0.04% | +4,200+98.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,458 | $554.2K | 0.04% | −378−4.3% | Reduced |
| Oakworth Capital, Inc. | 8,408 | $550.9K | 0.04% | −671−7.4% | Reduced |
| 180 Wealth Advisors, LLC | 8,357 | $547.6K | 0.09% | +60+0.7% | Added |
| Coastline Trust Co | 8,320 | $545.1K | 0.06% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 8,291 | $543.0K | 0.02% | +8,291 | New |
| Dynamic Advisor Solutions LLC | 8,244 | $540.1K | 0.02% | −6,123−42.6% | Reduced |
| Voya Financial Advisors, Inc. | 8,171 | $535.7K | 0.06% | −2,516−23.5% | Reduced |
| Insigneo Advisory Services, LLC | 8,122 | $532.2K | 0.05% | −1,680−17.1% | Reduced |
| Stock Yards Bank & Trust Co | 8,116 | $531.8K | 0.02% | +1,224+17.8% | Added |
| First City Capital Management, Inc. | 8,113 | $531.6K | 0.28% | −200−2.4% | Reduced |
| Moors & Cabot, Inc. | 8,091 | $530.1K | 0.03% | +900+12.5% | Added |
| Nwam LLC | 8,047 | $527.3K | 0.03% | 00.0% | Unchanged |
| DCF Advisers, LLC | 8,000 | $524.2K | 0.26% | +8,000 | New |
| Ar Asset Management Inc | 8,000 | $524.0K | 0.12% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 7,972 | $522.3K | 0.15% | −61−0.8% | Reduced |
| Advisors Capital Management, LLC | 7,917 | $518.8K | 0.01% | −1,421−15.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 7,900 | $518.0K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,822 | $512.5K | 0.03% | −200−2.5% | Reduced |
| Key Financial Inc | 7,754 | $508.1K | 0.12% | +37+0.5% | Added |
| AA Financial Advisors, LLC | 7,710 | $505.2K | 0.13% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 7,688 | $503.7K | 0.02% | −437−5.4% | Reduced |
| Trust Co of Toledo NA | 7,651 | $501.3K | 0.07% | +337+4.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 7,583 | $496.8K | 0.05% | −18−0.2% | Reduced |
| Everpar Advisors LLC | 7,524 | $493.0K | 0.25% | +69+0.9% | Added |
| MMBG Investment Advisors Co. | 7,459 | $488.7K | 0.05% | +1,650+28.4% | Added |
| Severin Investments, LLC | 7,445 | $487.8K | 0.49% | +7,445 | New |
| Lindbrook Capital, LLC | 7,433 | $487.0K | 0.04% | −456−5.8% | Reduced |
| LVM Capital Management Ltd | 7,411 | $486.0K | 0.05% | +111+1.5% | Added |
| Sivia Capital Partners, LLC | 7,390 | $484.2K | 0.24% | +226+3.2% | Added |
| Chung Wu Investment Group, LLC | 7,350 | $481.6K | 0.49% | +7,350 | New |
| Toroso Investments, LLC | 7,284 | $477.2K | 0.00% | +635+9.6% | Added |
| Gradient Investments LLC | 7,272 | $476.5K | 0.01% | +201+2.8% | Added |
| Cohen Investment Advisors LLC | 7,230 | $473.7K | 0.29% | +261+3.7% | Added |
| Community Bank & Trust, Waco, Texas | 7,135 | $467.0K | 0.11% | +1,416+24.8% | Added |
| Fruth Investment Management | 7,098 | $465.0K | 0.13% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 7,083 | $464.1K | 0.13% | +439+6.6% | Added |
| Legacy Financial Advisors, Inc. | 7,073 | $463.4K | 0.08% | −2,740−27.9% | Reduced |
| Prospector Partners LLC | 7,055 | $462.2K | 0.05% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 7,053 | $462.1K | 0.02% | −820−10.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,011 | $459.4K | 0.02% | +11+0.2% | Added |
| Koshinski Asset Management, Inc. | 6,933 | $454.3K | 0.04% | +322+4.9% | Added |
| E Fund Management Co., Ltd. | 6,920 | $453.4K | 0.02% | +1,488+27.4% | Added |
| Beverly Hills Private Wealth, LLC | 6,867 | $449.9K | 0.09% | −129−1.8% | Reduced |
| Jump Financial, LLC | 6,843 | $448.4K | 0.01% | −1,147−14.4% | Reduced |
| NFJ Investment Group, LLC | 6,787 | $444.7K | 0.01% | −605−8.2% | Reduced |
| Fedenia Advisers LLC | 6,746 | $442.0K | 0.26% | +6,746 | New |
| Brown Brothers Harriman & Co | 6,742 | $441.7K | 0.00% | +236+3.6% | Added |
| Pointe Capital Management LLC | 6,729 | $440.9K | 0.25% | +1,275+23.4% | Added |
| Cary Street Partners Financial LLC | 6,718 | $440.2K | 0.01% | +6,718 | New |
| Aigen Investment Management, LP | 6,679 | $437.6K | 0.08% | +2,729+69.1% | Added |
| Bradley Foster & Sargent Inc | 6,612 | $433.2K | 0.01% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 4,300 | $432.4K | 0.11% | +3,300+330.0% | Added |