Skip to main content

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, Q1 2025

Institutional positions in AstraZeneca PLC as of Mar 31, 2025. 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
1,251
+56 vs. Q4 2024
Shares held
502.1M
−7.82M (−1.5%) vs. Q4 2024
Total value
$37.0B
+$3.60B (+10.8%) vs. Q4 2024
New holders
150
527 more added
Sold out
94
375 more reduced

27 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 1,251 institutions
Q1 2021: 757 institutionsQ2 2021: 772 institutionsQ3 2021: 911 institutionsQ4 2021: 952 institutionsQ1 2022: 984 institutionsQ2 2022: 1,019 institutionsQ3 2022: 968 institutionsQ4 2022: 1,063 institutionsQ1 2023: 1,057 institutionsQ2 2023: 1,093 institutionsQ3 2023: 1,075 institutionsQ4 2023: 1,131 institutionsQ1 2024: 1,141 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,230 institutionsQ4 2024: 1,222 institutionsQ1 2025: 1,251 institutionsQ2 2025: 1,223 institutionsQ3 2025: 1,292 institutionsQ4 2025: 1,410 institutionsQ1 2026: 1,389 institutionsQ2 2026: 1,511 institutions
Value heldQ1 2025: $37.0B
Q1 2021: $20.4BQ2 2021: $26.1BQ3 2021: $31.1BQ4 2021: $29.4BQ1 2022: $34.3BQ2 2022: $34.9BQ3 2022: $28.3BQ4 2022: $34.2BQ1 2023: $35.0BQ2 2023: $35.4BQ3 2023: $33.7BQ4 2023: $33.2BQ1 2024: $33.8BQ2 2024: $39.0BQ3 2024: $39.1BQ4 2024: $33.7BQ1 2025: $37.0BQ2 2025: $34.7BQ3 2025: $37.9BQ4 2025: $46.4BQ1 2026: $148.4BQ2 2026: $151.3B
Institutions holding AZN and their total value by quarter
QuarterHoldersValue
Q2 20261,511$151.3B
Q1 20261,389$148.4B
Q4 20251,410$46.4B
Q3 20251,292$37.9B
Q2 20251,223$34.7B
Q1 20251,251$37.0B
Q4 20241,222$33.7B
Q3 20241,230$39.1B
Q2 20241,213$39.0B
Q1 20241,141$33.8B
Q4 20231,131$33.2B
Q3 20231,075$33.7B
Q2 20231,093$35.4B
Q1 20231,057$35.0B
Q4 20221,063$34.2B
Q3 2022968$28.3B
Q2 20221,019$34.9B
Q1 2022984$34.3B
Q4 2021952$29.4B
Q3 2021911$31.1B
Q2 2021772$26.1B
Q1 2021757$20.4B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q4 2024.

Institutions holding AZN in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bellwether Advisors, LLC3$2200.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.3$2210.00%−45,457−100.0%Reduced
Perkins Coie Trust Co6$4410.00%+6New
SJS Investment Consulting Inc.8$5880.00%00.0%Unchanged
Operose Advisors LLC10$7350.00%−224−95.7%Reduced
TFC Financial Management10$7350.00%00.0%Unchanged
Kiker Wealth Management, LLC10$7350.00%+10New
Fortitude Family Office, LLC10$7570.00%00.0%Unchanged
Logan Capital Management Inc16$1.18K0.00%00.0%Unchanged
Bullock Wealth Management Group16$1.18K0.00%00.0%Unchanged
Mattson Financial Services, LLC17$1.25K0.00%+17New
Colonial Trust Advisors18$1.32K0.00%00.0%Unchanged
Bernard Wealth Management Corp.18$1.32K0.00%+18New
ZynergyRetirementPlanningLLC21$1.38K0.00%00.0%Unchanged
Solstein Capital, LLC19$1.40K0.00%00.0%Unchanged
Gold Investment Management Ltd.20$1.47K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC21$1.51K0.00%+21New
JCIC Asset Management Inc.24$1.76K0.00%+24New
Transce3nd, LLC25$1.84K0.00%−2−7.4%Reduced
Olistico Wealth, LLC25$1.84K0.00%+4+19.0%Added
POM Investment Strategies, LLC27$1.99K0.00%00.0%Unchanged
Abound Wealth Management28$2.06K0.00%−7−20.0%Reduced
ZRC Wealth Management, LLC28$2.06K0.00%00.0%Unchanged
PSI Advisors, LLC30$2.21K0.00%−107−78.1%Reduced
Salomon & Ludwin, LLC32$2.35K0.00%−42−56.8%Reduced
Wood Tarver Financial Group, LLC32$2.35K0.00%00.0%Unchanged
Bare Financial Services, Inc33$2.43K0.00%+33New
Nova Wealth Management, Inc.34$2.50K0.00%+34New
BFSG, LLC36$2.65K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC39$2.87K0.05%+39New
Johnson Financial Group, Inc.40$2.94K0.00%00.0%Unchanged
Hara Capital LLC40$2.94K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC40$2.94K0.00%+40New
Winch Advisory Services, LLC44$3.21K0.00%+1+2.3%Added
Hoey Investments, Inc50$3.67K0.00%00.0%Unchanged
Tower Trust & Investment Co55$3.95K0.00%+55New
Hemington Wealth Management61$4.00K0.00%00.0%Unchanged
CX Institutional56$4.00K0.00%+56New
Retirement Wealth Solutions LLC55$4.04K0.00%−22−28.6%Reduced
Pacifica Partners Inc.55$4.07K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC56$4.12K0.00%−97−63.4%Reduced
Morse Asset Management, Inc56$4.12K0.00%+56New
St. Johns Investment Management Company, LLC58$4.26K0.00%00.0%Unchanged
First Command Advisory Services, Inc.58$4.26K0.00%+58New
McIlrath & Eck, LLC61$4.48K0.00%00.0%Unchanged
Dunhill Financial, LLC64$4.70K0.00%−64−50.0%Reduced
Tidemark, LLC64$4.70K0.00%00.0%Unchanged
Peoples Financial Services Corp.70$5.14K0.00%−7−9.1%Reduced
1248 Management, LLC70$5.14K0.00%+70New
Minot DeBlois Advisors LLC75$5.51K0.01%00.0%Unchanged
Putney Financial Group LLC75$5.51K0.01%00.0%Unchanged
Burkett Financial Services, LLC75$5.51K0.00%+75New
Marshall & Sterling Wealth Advisors Inc.76$5.55K0.00%+76New
Mark Sheptoff Financial Planning, LLC100$5.56K0.00%00.0%Unchanged
HighMark Wealth Management LLC79$5.82K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc92$6.03K0.00%00.0%Unchanged
Bank of Jackson Hole Trust80$6.10K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.84$6.17K0.00%00.0%Unchanged
Sachetta, LLC90$6.62K0.00%−5−5.3%Reduced
Graybill Bartz & Assoc Ltd91$6.69K0.00%+91New
American Capital Advisory, LLC91$6.69K0.00%+91New
Caldwell Sutter Capital, Inc.93$6.84K0.00%00.0%Unchanged
First Pacific Financial95$6.98K0.00%+95New
Lowe Wealth Advisors, LLC100$7.35K0.00%00.0%Unchanged
FSA Wealth Management LLC100$7.35K0.00%00.0%Unchanged
Atala Financial Inc100$7.35K0.01%00.0%Unchanged
Fourth Dimension Wealth, LLC100$7.35K0.00%00.0%Unchanged
Friedenthal Financial101$7.42K0.00%00.0%Unchanged
Nemes Rush Group LLC102$7.50K0.00%−30−22.7%Reduced
Millstone Evans Group, LLC103$7.57K0.01%+61+145.2%Added
Dogwood Wealth Management LLC103$7.58K0.00%00.0%Unchanged
Wolff Wiese Magana LLC106$7.79K0.01%+106New
Washington Trust Advisors, Inc.109$8.01K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC111$8.17K0.01%+111New
TD Capital Management LLC116$8.50K0.00%+69+146.8%Added
Consultiva Wealth Management, Corp.116$8.53K0.03%+116New
MV Capital Management, Inc.117$8.60K0.00%00.0%Unchanged
Valued Wealth Advisors LLC117$8.60K0.01%00.0%Unchanged
True Wealth Design, LLC119$8.75K0.00%+1+0.8%Added
Asset Management One Co.,Ltd.119$8.75K0.00%+12+11.2%Added
Quest 10 Wealth Builders, Inc.123$9.04K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.125$9.19K0.00%00.0%Unchanged
West Paces Advisors Inc.125$9.19K0.00%00.0%Unchanged
NewSquare Capital LLC146$10.7K0.00%+46+46.0%Added
REAP Financial Group, LLC146$10.7K0.00%+145+14,500.0%Added
Park Square Financial Group, LLC147$10.8K0.01%+101+219.6%Added
Financial Network Wealth Advisors LLC149$11.0K0.01%+149New
Avion Wealth176$11.0K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc154$11.0K0.01%+75+94.9%Added
First Community Trust NA150$11.0K0.01%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)150$11.0K0.00%00.0%Unchanged
Vision Financial Markets LLC152$11.2K0.01%00.0%Unchanged
Capital A Wealth Management, LLC153$11.2K0.01%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.161$11.8K0.01%+161New
Stuart Chaussee & Associates, Inc.165$12.1K0.00%00.0%Unchanged
Godsey & Gibb Associates166$12.2K0.00%+117+238.8%Added
West Oak Capital, LLC175$12.9K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC176$12.9K0.00%00.0%Unchanged
WealthCollab, LLC179$13.2K0.01%+9+5.3%Added
Bell Investment Advisors, Inc180$13.2K0.00%+48+36.4%Added