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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 68,840 | $5.06M | 0.02% | −13,219−16.1% | Reduced |
| Shelton Capital Management | 69,100 | $5.08M | 0.12% | −3,081−4.3% | Reduced |
| Bleakley Financial Group, LLC | 69,761 | $5.13M | 0.16% | +8,986+14.8% | Added |
| Sivik Global Healthcare LLC | 70,000 | $5.14M | 2.81% | +70,000 | New |
| Orca Wealth Management, LLC | 70,134 | $5.15M | 4.61% | +968+1.4% | Added |
| Nissay Asset Management Corp | 71,272 | $5.24M | 0.03% | +12,059+20.4% | Added |
| Gabelli Funds LLC | 72,300 | $5.31M | 0.04% | 00.0% | Unchanged |
| Hendley & Co Inc | 73,040 | $5.37M | 1.88% | +26,260+56.1% | Added |
| Oliver Luxxe Assets LLC | 73,852 | $5.43M | 1.01% | +73,852 | New |
| GWM Advisors LLC | 73,882 | $5.43M | 0.03% | +1,414+2.0% | Added |
| Wolverine Trading, LLC | 74,174 | $5.47M | 0.17% | +62,192+519.0% | Added |
| Nixon Peabody Trust Co | 74,997 | $5.51M | 0.47% | +74,997 | New |
| Ritholtz Wealth Management | 75,471 | $5.55M | 0.17% | +7,101+10.4% | Added |
| Valicenti Advisory Services Inc | 75,480 | $5.55M | 1.43% | +95+0.1% | Added |
| Bryn Mawr Trust Co | 76,961 | $5.66M | 0.11% | +1,310+1.7% | Added |
| Ethic Inc. | 78,019 | $5.66M | 0.11% | −19,589−20.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 79,206 | $5.82M | 0.02% | −67,563−46.0% | Reduced |
| Colony Group, LLC | 79,640 | $5.85M | 0.01% | +9,598+13.7% | Added |
| DekaBank Deutsche Girozentrale | 81,600 | $5.91M | 0.01% | −142−0.2% | Reduced |
| HSBC Holdings PLC | 80,808 | $5.92M | 0.00% | −31,941−28.3% | Reduced |
| Acadian Asset Management LLC | 82,086 | $6.03M | 0.02% | −48,052−36.9% | Reduced |
| Lido Advisors, LLC | 82,241 | $6.04M | 0.04% | +55,588+208.6% | Added |
| TownSquare Capital, LLC | 82,302 | $6.05M | 0.06% | −6,274−7.1% | Reduced |
| Goelzer Investment Management, Inc. | 83,228 | $6.12M | 0.35% | −461−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 83,509 | $6.14M | 0.01% | −2,638−3.1% | Reduced |
| Squarepoint Ops LLC | 85,204 | $6.26M | 0.02% | +69,223+433.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 85,401 | $6.28M | 0.03% | −2,821−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 86,388 | $6.35M | 0.19% | +45,648+112.0% | Added |
| Manufacturers Life Insurance Company, The | 86,484 | $6.36M | 0.01% | −110,641−56.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 86,484 | $6.42M | 0.07% | −5,496−6.0% | Reduced |
| RMB Capital Management, LLC | 87,698 | $6.45M | 0.16% | +87,698 | New |
| WealthPlan Investment Management, LLC | 88,424 | $6.50M | 0.64% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 88,446 | $6.50M | 0.52% | +3,793+4.5% | Added |
| Park Avenue Securities LLC | 88,980 | $6.54M | 0.08% | +11,668+15.1% | Added |
| Point72 Europe (London) LLP | 89,112 | $6.55M | 0.45% | +89,112 | New |
| Triglav Skladi, D.O.O. | 90,136 | $6.62M | 0.56% | +6,394+7.6% | Added |
| Oak Ridge Investments LLC | 90,732 | $6.67M | 0.55% | −53,241−37.0% | Reduced |
| Sandy Spring Bank | 91,315 | $6.71M | 0.28% | +8,698+10.5% | Added |
| Quadrant Capital Group LLC | 91,825 | $6.75M | 0.25% | +64,003+230.0% | Added |
| Oppenheimer Asset Management Inc. | 96,003 | $7.06M | 0.09% | −6,628−6.5% | Reduced |
| Terry L. Blaker | 96,589 | $7.10M | 0.28% | +29,670+44.3% | Added |
| Vident Advisory, LLC | 97,180 | $7.14M | 0.10% | +63,601+189.4% | Added |
| Pictet North America Advisors SA | 97,993 | $7.20M | 0.72% | +2,431+2.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 98,021 | $7.20M | 0.01% | +12,894+15.1% | Added |
| FourThought Financial Partners, LLC | 101,670 | $7.47M | 0.78% | +11,814+13.1% | Added |
| Trium Capital LLP | 102,641 | $7.54M | 3.06% | +102,641 | New |
| TCG Advisory Services, LLC | 102,726 | $7.55M | 0.30% | +8,687+9.2% | Added |
| Avantax Advisory Services, Inc. | 104,069 | $7.65M | 0.05% | +2,173+2.1% | Added |
| Parkwood LLC | 107,123 | $7.87M | 0.77% | −11,076−9.4% | Reduced |
| Azimuth Capital Investment Management LLC | 109,965 | $8.08M | 0.32% | −9,610−8.0% | Reduced |
| Wesbanco Bank Inc | 110,577 | $8.13M | 0.28% | +5,455+5.2% | Added |
| Prospera Financial Services Inc | 110,683 | $8.14M | 0.19% | +8,124+7.9% | Added |
| Bamco Inc | 113,353 | $8.33M | 0.02% | +5,701+5.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 114,965 | $8.45M | 0.03% | +25,966+29.2% | Added |
| JustInvest LLC | 115,337 | $8.48M | 0.12% | +18,140+18.7% | Added |
| Altrius Capital Management Inc | 117,654 | $8.65M | 2.10% | +2,501+2.2% | Added |
| Howe & Rusling Inc | 121,112 | $8.90M | 0.75% | −35,353−22.6% | Reduced |
| Bessemer Group Inc | 121,851 | $8.96M | 0.02% | +6,664+5.8% | Added |
| Atria Investments LLC | 124,501 | $9.15M | 0.12% | +20,813+20.1% | Added |
| Glenmede Trust Co NA | 124,666 | $9.16M | 0.05% | −1,089−0.9% | Reduced |
| Cumberland Partners Ltd | 125,344 | $9.21M | 0.71% | +120,733+2,618.4% | Added |
| GF Fund Management Co. Ltd. | 127,358 | $9.36M | 0.22% | +4,772+3.9% | Added |
| Chesley Taft & Associates LLC | 131,910 | $9.70M | 0.47% | +128,510+3,779.7% | Added |
| National Bank of Canada | 132,635 | $9.74M | 0.01% | −45,178−25.4% | Reduced |
| Peapack Gladstone Financial Corp | 133,844 | $9.84M | 0.15% | +31,829+31.2% | Added |
| New York State Common Retirement Fund | 135,357 | $9.95M | 0.01% | +2,314+1.7% | Added |
| Dodge & Cox | 136,140 | $10.0M | 0.01% | −7,570−5.3% | Reduced |
| Old Mission Capital LLC | 144,202 | $10.6M | 0.20% | +140,259+3,557.2% | Added |
| Park National Corp | 147,725 | $10.9M | 0.40% | −6,407−4.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 148,032 | $10.9M | 1.01% | −1,764−1.2% | Reduced |
| Zevin Asset Management LLC | 148,186 | $10.9M | 1.73% | −4,689−3.1% | Reduced |
| iA Global Asset Management Inc. | 148,868 | $10.9M | 0.19% | +715+0.5% | Added |
| Brinker Capital Investments, LLC | 149,497 | $11.0M | 0.11% | +328+0.2% | Added |
| Orion Portfolio Solutions, LLC | 149,497 | $11.0M | 0.11% | +328+0.2% | Added |
| Bailard, Inc. | 149,760 | $11.0M | 0.28% | +712+0.5% | Added |
| Capital World Investors | 149,319 | $11.0M | 0.00% | +6,289+4.4% | Added |
| PFM Health Sciences, LP | 150,200 | $11.0M | 0.85% | +150,200 | New |
| Captrust Financial Advisors | 152,305 | $11.2M | 0.03% | +32,615+27.2% | Added |
| Nomura Holdings Inc | 154,439 | $11.4M | 0.06% | +86,218+126.4% | Added |
| Teachers Retirement System of the State of Kentucky | 154,582 | $11.4M | 0.10% | −15,000−8.8% | Reduced |
| Hilton Capital Management, LLC | 156,893 | $11.5M | 0.98% | +1,576+1.0% | Added |
| Anchor Capital Advisors LLC | 159,108 | $11.7M | 0.35% | −6,320−3.8% | Reduced |
| Quantinno Capital Management LP | 161,048 | $11.8M | 0.08% | +45,948+39.9% | Added |
| Guggenheim Capital LLC | 163,260 | $12.0M | 0.11% | −36,254−18.2% | Reduced |
| Mercer Global Advisors Inc | 164,507 | $12.1M | 0.03% | +4,383+2.7% | Added |
| Cullen/Frost Bankers, Inc. | 164,478 | $12.1M | 0.17% | −193−0.1% | Reduced |
| First Foundation Advisors | 166,197 | $12.2M | 0.50% | −23,974−12.6% | Reduced |
| Marathon Capital Management | 166,317 | $12.2M | 3.26% | −1,773−1.1% | Reduced |
| Rafferty Asset Management, LLC | 169,471 | $12.5M | 0.05% | −27,186−13.8% | Reduced |
| Advisor Group Holdings, Inc. | 169,900 | $12.5M | 0.03% | +12,456+7.9% | Added |
| Sphera Funds Management Ltd. | 175,060 | $12.9M | 3.17% | −50,000−22.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 177,836 | $12.9M | 0.02% | +24,141+15.7% | Added |
| Oak Family Advisors, LLC | 182,742 | $13.4M | 5.58% | −15,061−7.6% | Reduced |
| Community Trust & Investment Co | 186,673 | $13.7M | 0.88% | +3,150+1.7% | Added |
| CI Private Wealth, LLC | 187,154 | $13.8M | 0.02% | −10,103−5.1% | Reduced |
| Susquehanna International Group, LLP | 187,907 | $13.8M | 0.02% | −367,335−66.2% | Reduced |
| Artia Global Partners LP | 190,752 | $14.0M | 4.11% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 196,126 | $14.4M | 0.03% | −12,469−6.0% | Reduced |
| Fred Alger Management, LLC | 198,226 | $14.6M | 0.08% | +99,595+101.0% | Added |
| Main Street Research LLC | 202,512 | $14.9M | 0.97% | +202,512 | New |