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 |
|---|---|---|---|---|---|
| BKM Wealth Management, LLC | 6,574 | $430.7K | 0.18% | +24+0.4% | Added |
| Centiva Capital, LP | 6,563 | $430.0K | 0.02% | −988−13.1% | Reduced |
| Argent Trust Co | 6,551 | $429.2K | 0.02% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,476 | $429.1K | 0.02% | +100+1.6% | Added |
| Keel Point, LLC | 6,540 | $428.5K | 0.03% | −77−1.2% | Reduced |
| Grandfield & Dodd, LLC | 6,505 | $426.2K | 0.03% | −921−12.4% | Reduced |
| American Assets Inc | 6,500 | $425.9K | 0.13% | +6,500 | New |
| FSM Wealth Advisors, LLC | 6,342 | $424.4K | 0.10% | +204+3.3% | Added |
| Integrated Advisors Network LLC | 6,447 | $422.4K | 0.02% | −37,163−85.2% | Reduced |
| XML Financial, LLC | 6,398 | $419.2K | 0.04% | +650+11.3% | Added |
| Spire Wealth Management | 6,386 | $418.4K | 0.01% | −351−5.2% | Reduced |
| First Manhattan Co | 6,385 | $418.3K | 0.00% | −40−0.6% | Reduced |
| Focus Financial Network, Inc. | 6,369 | $417.3K | 0.02% | +1,074+20.3% | Added |
| McLean Asset Management Corp | 6,364 | $417.0K | 0.13% | −144−2.2% | Reduced |
| Aptus Capital Advisors, LLC | 6,342 | $415.5K | 0.00% | +3,736+143.4% | Added |
| Centaurus Financial, Inc. | 6,308 | $413.0K | 0.03% | +2,271+56.3% | Added |
| New England Research & Management, Inc. | 6,150 | $403.0K | 0.21% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6,119 | $400.9K | 0.23% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6,080 | $398.4K | 0.01% | +6,080 | New |
| Wedbush Securities Inc | 5,999 | $393.0K | 0.01% | −1,497−20.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,995 | $392.8K | 0.03% | +190+3.3% | Added |
| Marcum Wealth, LLC | 5,971 | $391.2K | 0.03% | −1,486−19.9% | Reduced |
| EverSource Wealth Advisors, LLC | 5,936 | $388.9K | 0.02% | −286−4.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,927 | $388.3K | 0.00% | −528−8.2% | Reduced |
| Clean Yield Group | 5,900 | $386.6K | 0.12% | −114−1.9% | Reduced |
| Haverford Trust Co | 5,882 | $385.4K | 0.00% | −165−2.7% | Reduced |
| First Horizon Advisors, Inc. | 5,874 | $384.9K | 0.01% | +416+7.6% | Added |
| Hilltop National Bank | 5,866 | $384.3K | 0.12% | −30−0.5% | Reduced |
| Wrapmanager Inc | 5,830 | $382.0K | 0.10% | +1,137+24.2% | Added |
| Golden State Equity Partners | 5,809 | $380.6K | 0.07% | +1,068+22.5% | Added |
| Crestwood Advisors Group LLC | 5,804 | $380.3K | 0.01% | +888+18.1% | Added |
| Pekin Hardy Strauss, Inc. | 5,800 | $380.0K | 0.05% | +5,800 | New |
| Moloney Securities Asset Management, LLC | 5,794 | $379.7K | 0.05% | −4,504−43.7% | Reduced |
| Brighton Jones LLC | 5,782 | $378.8K | 0.01% | +2,789+93.2% | Added |
| Lion Street Advisors, LLC | 5,777 | $378.5K | 0.12% | +665+13.0% | Added |
| Pines Wealth Management, LLC | 5,646 | $378.3K | 0.16% | +5,646 | New |
| JGP Global Gestao de Recursos Ltda. | 5,762 | $377.5K | 0.86% | −6−0.1% | Reduced |
| Wilkinson Global Asset Management LLC | 5,740 | $376.1K | 0.02% | 00.0% | Unchanged |
| Eagle Strategies LLC | 5,735 | $375.7K | 0.07% | −3,336−36.8% | Reduced |
| Traveka Wealth, LLC | 5,720 | $374.8K | 0.21% | −491−7.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,697 | $373.2K | 0.05% | −91−1.6% | Reduced |
| First Western Trust Bank | 5,678 | $372.0K | 0.02% | −636−10.1% | Reduced |
| Mosaic Financial Group, LLC | 5,638 | $369.0K | 0.26% | +5,638 | New |
| Norinchukin Bank, The | 5,630 | $368.9K | 0.01% | +439+8.5% | Added |
| Diversified Trust Co | 5,630 | $368.9K | 0.01% | +309+5.8% | Added |
| Gallacher Capital Management LLC | 5,621 | $368.3K | 0.18% | +78+1.4% | Added |
| Spinnaker Investment Group, LLC | 5,580 | $365.6K | 0.09% | 00.0% | Unchanged |
| Essex Savings Bank | 5,580 | $365.6K | 0.09% | −250−4.3% | Reduced |
| Simon Quick Advisors, LLC | 5,579 | $365.6K | 0.02% | −775−12.2% | Reduced |
| Northstar Group, Inc. | 5,566 | $364.7K | 0.06% | 00.0% | Unchanged |
| HM Payson & Co | 5,561 | $364.4K | 0.01% | −59,953−91.5% | Reduced |
| Verition Fund Management LLC | 5,559 | $364.2K | 0.00% | +1,222+28.2% | Added |
| Change Path, LLC | 5,557 | $364.1K | 0.01% | +2,845+104.9% | Added |
| Fifth Third Bancorp | 5,538 | $362.9K | 0.00% | −11,164−66.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,527 | $362.0K | 0.01% | +5,527 | New |
| Monetary Management Group Inc | 5,500 | $360.4K | 0.09% | −2,000−26.7% | Reduced |
| GAMMA Investing LLC | 5,498 | $360.2K | 0.03% | +65+1.2% | Added |
| Simplex Trading, LLC | 5,508 | $360.0K | 0.01% | −25,784−82.4% | Reduced |
| Boston Trust Walden Corp | 5,471 | $358.5K | 0.00% | −695−11.3% | Reduced |
| Archford Capital Strategies, LLC | 5,401 | $353.9K | 0.05% | −6−0.1% | Reduced |
| Grimes & Company, Inc. | 5,393 | $353.4K | 0.01% | +297+5.8% | Added |
| Farther Finance Advisors, LLC | 5,377 | $352.3K | 0.01% | −24−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 5,353 | $350.7K | 0.04% | −39−0.7% | Reduced |
| Connecticut Wealth Management, LLC | 5,277 | $345.7K | 0.02% | −204−3.7% | Reduced |
| Nations Financial Group Inc, | 5,243 | $343.6K | 0.03% | −125−2.3% | Reduced |
| Consolidated Portfolio Review Corp | 5,234 | $342.9K | 0.05% | +5,234 | New |
| DRW Securities, LLC | 5,214 | $341.6K | 0.02% | −32,254−86.1% | Reduced |
| Phillips Wealth Planners LLC | 5,091 | $341.1K | 0.34% | −2,109−29.3% | Reduced |
| Roberts Glore & Co Inc | 5,149 | $337.4K | 0.10% | +503+10.8% | Added |
| International Assets Investment Management, LLC | 5,106 | $336.4K | 0.03% | −278,555−98.2% | Reduced |
| KCM Investment Advisors LLC | 5,110 | $334.8K | 0.01% | −562−9.9% | Reduced |
| Kathmere Capital Management, LLC | 5,058 | $331.4K | 0.03% | −1,162−18.7% | Reduced |
| Northeast Financial Consultants Inc | 5,054 | $331.1K | 0.01% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,050 | $330.9K | 0.06% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 5,045 | $330.5K | 0.00% | +1,381+37.7% | Added |
| Walleye Trading LLC | 5,044 | $330.5K | 0.01% | +5,044 | New |
| Buckingham Strategic Partners | 5,037 | $330.1K | 0.01% | −1,057−17.3% | Reduced |
| Quotient Wealth Partners, LLC | 5,024 | $329.2K | 0.01% | −763−13.2% | Reduced |
| Noesis Capital Mangement Corp | 5,009 | $328.2K | 0.06% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,983 | $326.5K | 0.02% | −61−1.2% | Reduced |
| GDS Wealth Management | 4,973 | $325.8K | 0.03% | −736−12.9% | Reduced |
| Canopy Partners, LLC | 4,955 | $324.7K | 0.12% | −28−0.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,933 | $323.2K | 0.01% | +1,008+25.7% | Added |
| McKinley Carter Wealth Services, Inc. | 4,904 | $321.3K | 0.02% | −34−0.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,900 | $321.0K | 0.12% | −31−0.6% | Reduced |
| SevenBridge Financial Group, LLC | 4,384 | $318.8K | 0.06% | −195−4.3% | Reduced |
| Howard Financial Services, Ltd. | 4,850 | $317.8K | 0.04% | +610+14.4% | Added |
| GM Advisory Group, Inc. | 4,845 | $317.4K | 0.02% | −123−2.5% | Reduced |
| Independent Financial Group, LLC | 4,832 | $316.6K | 0.01% | +57+1.2% | Added |
| Aprio Wealth Management, LLC | 4,823 | $316.0K | 0.05% | −339−6.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,801 | $314.5K | 0.08% | −594−11.0% | Reduced |
| Encompass More Asset Management | 4,797 | $314.3K | 0.10% | +4,797 | New |
| Bank of Nova Scotia | 4,761 | $312.4K | 0.00% | +4,761 | New |
| Keudell/Morrison Wealth Management | 4,707 | $308.4K | 0.08% | +111+2.4% | Added |
| Advisors Management Group Inc | 4,696 | $308.0K | 0.07% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,695 | $307.6K | 0.01% | −58−1.2% | Reduced |
| Waldron Private Wealth LLC | 4,690 | $307.3K | 0.01% | +852+22.2% | Added |
| Bank of Stockton | 4,688 | $307.2K | 0.09% | +546+13.2% | Added |
| Optivise Advisory Services LLC | 4,672 | $306.1K | 0.16% | +20+0.4% | Added |
| Redwood Investment Management, LLC | 4,653 | $305.0K | 0.03% | 00.0% | Unchanged |