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 | 1,389 | $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 |
|---|---|---|---|---|---|
| Mechanics Financial Corp | 900 | $66.2K | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 905 | $67.0K | 0.00% | +163+22.0% | Added |
| IMA Wealth, Inc. | 912 | $67.0K | 0.01% | +912 | New |
| Garde Capital, Inc. | 917 | $67.4K | 0.00% | +917 | New |
| Rothschild Investment LLC | 946 | $69.5K | 0.00% | −251−21.0% | Reduced |
| Centennial Bank | 960 | $70.6K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 970 | $71.3K | 0.01% | +84+9.5% | Added |
| Alpine Bank Wealth Management | 986 | $72.5K | 0.01% | +986 | New |
| Pinnacle Bancorp, Inc. | 997 | $73.3K | 0.02% | −162−14.0% | Reduced |
| Accent Capital Management, LLC | 1,000 | $73.5K | 0.04% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,000 | $73.5K | 0.06% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 1,000 | $73.5K | 0.05% | +1,000 | New |
| Center for Financial Planning, Inc. | 1,057 | $77.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,058 | $77.8K | 0.02% | +402+61.3% | Added |
| Capital Analysts, LLC | 1,058 | $78.0K | 0.00% | +107+11.3% | Added |
| Brown, Lisle/Cummings, Inc. | 1,071 | $78.7K | 0.02% | +85+8.6% | Added |
| TSFG, LLC | 1,104 | $81.0K | 0.02% | +641+138.4% | Added |
| Farmers & Merchants Investments Inc | 1,106 | $81.3K | 0.00% | +106+10.6% | Added |
| New England Capital Financial Advisors LLC | 1,120 | $82.3K | 0.04% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,133 | $83.3K | 0.05% | −245−17.8% | Reduced |
| Ancora Advisors, LLC | 1,149 | $84.5K | 0.00% | −50−4.2% | Reduced |
| HHM Wealth Advisors, LLC | 1,164 | $85.5K | 0.01% | +1+0.1% | Added |
| Wayfinding Financial, LLC | 1,180 | $86.0K | 0.04% | +1,180 | New |
| Anchor Investment Management, LLC | 1,203 | $88.4K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,225 | $90.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,225 | $90.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,228 | $90.3K | 0.02% | +93+8.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,331 | $91.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,246 | $91.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,249 | $91.8K | 0.00% | −592−32.2% | Reduced |
| Armstrong Advisory Group, Inc | 1,419 | $93.0K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 1,273 | $93.6K | 0.07% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,290 | $94.8K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,296 | $95.3K | 0.01% | −64−4.7% | Reduced |
| Thompson Investment Management, Inc. | 1,321 | $97.1K | 0.01% | +22+1.7% | Added |
| Greykasell Wealth Strategies, Inc. | 1,380 | $101.4K | 0.05% | +1,380 | New |
| Nisa Investment Advisors, LLC | 1,400 | $102.9K | 0.00% | +750+115.4% | Added |
| Bruce G. Allen Investments, LLC | 1,437 | $105.6K | 0.08% | +443+44.6% | Added |
| MB, Levis & Associates, LLC | 1,481 | $108.8K | 0.05% | +21+1.4% | Added |
| Kozak & Associates, Inc. | 1,602 | $108.9K | 0.03% | +1+0.1% | Added |
| Independence Bank of Kentucky | 1,483 | $109.0K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1,500 | $110.3K | 0.05% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,512 | $111.1K | 0.06% | +690+83.9% | Added |
| Bollard Group LLC | 1,531 | $113.0K | 0.00% | +21+1.4% | Added |
| Bartlett & Co. Wealth Management LLC | 1,551 | $114.0K | 0.00% | +141+10.0% | Added |
| Salem Investment Counselors Inc | 1,567 | $115.2K | 0.00% | +30+2.0% | Added |
| Hills Bank & Trust Co | 1,576 | $115.8K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,625 | $119.4K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,633 | $120.0K | 0.05% | −683−29.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,642 | $120.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,714 | $126.0K | 0.02% | +155+9.9% | Added |
| Eastern Bank | 1,735 | $127.5K | 0.00% | +1,076+163.3% | Added |
| Addison Advisors LLC | 1,775 | $130.5K | 0.04% | +42+2.4% | Added |
| Beaird Harris Wealth Management, LLC | 1,798 | $132.2K | 0.01% | −53−2.9% | Reduced |
| Financial Perspectives, Inc | 1,864 | $137.0K | 0.05% | +1+0.1% | Added |
| UMA Financial Services, Inc. | 1,885 | $138.6K | 0.02% | −309−14.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,900 | $139.7K | 0.09% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,923 | $142.0K | 0.06% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 1,963 | $144.0K | 0.10% | +1,963 | New |
| Close Asset Management Ltd | 2,050 | $151.0K | 0.00% | −350−14.6% | Reduced |
| Princeton Global Asset Management LLC | 2,057 | $151.2K | 0.03% | −560−21.4% | Reduced |
| Concord Wealth Partners | 2,180 | $160.2K | 0.03% | −91−4.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,228 | $163.8K | 0.01% | −107−4.6% | Reduced |
| Investors Research Corp | 2,260 | $166.1K | 0.04% | +240+11.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,296 | $168.8K | 0.00% | +1,903+484.2% | Added |
| Compagnie Lombard Odier SCmA | 2,380 | $174.9K | 0.00% | +2,380 | New |
| WPG Advisers, LLC | 2,434 | $178.9K | 0.17% | −653−21.2% | Reduced |
| Tompkins Financial Corp | 2,500 | $183.8K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,580 | $189.6K | 0.05% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,737 | $201.2K | 0.10% | +2,737 | New |
| Brookwood Investment Group LLC | 2,751 | $202.2K | 0.03% | +2,751 | New |
| Portfolio Design Labs, LLC | 2,757 | $202.6K | 0.04% | −619−18.3% | Reduced |
| Triad Wealth Partners, LLC | 2,767 | $203.4K | 0.06% | +2,767 | New |
| Mayflower Financial Advisors, LLC | 2,781 | $204.4K | 0.03% | +2,781 | New |
| Uhlmann Price Securities, LLC | 2,800 | $205.8K | 0.15% | +2,800 | New |
| Savvy Advisors, Inc. | 2,834 | $208.3K | 0.02% | +2,834 | New |
| Impact Capital Partners LLC | 2,838 | $208.6K | 0.08% | +2,838 | New |
| New Century Financial Group, LLC | 2,846 | $209.2K | 0.24% | −8,648−75.2% | Reduced |
| Rodgers Brothers Inc. | 2,860 | $210.2K | 0.03% | +2,860 | New |
| BKD Wealth Advisors, LLC | 2,861 | $210.3K | 0.01% | +2,861 | New |
| Tyler-Stone Wealth Management | 2,869 | $210.9K | 0.04% | +2,869 | New |
| Sonora Investment Management Group, LLC | 2,870 | $210.9K | 0.02% | +2,870 | New |
| Gladstone Institutional Advisory LLC | 2,875 | $211.3K | 0.01% | +2,875 | New |
| Western Wealth Management, LLC | 2,885 | $212.1K | 0.01% | −244−7.8% | Reduced |
| Souders Financial Advisors | 2,887 | $212.2K | 0.03% | +2,887 | New |
| Capital Investment Advisors, LLC | 2,891 | $212.5K | 0.00% | +2,891 | New |
| Kovack Advisors, Inc. | 2,901 | $213.2K | 0.02% | +2,901 | New |
| Citizens & Northern Corp | 2,901 | $213.2K | 0.06% | +2,901 | New |
| Advisor OS, LLC | 2,901 | $213.2K | 0.02% | +2,901 | New |
| Allianz SE | 2,904 | $213.4K | 0.01% | +2,904 | New |
| Ausdal Financial Partners, Inc. | 2,906 | $213.6K | 0.02% | +2,906 | New |
| Holistic Financial Partners | 2,911 | $214.0K | 0.10% | +2,911 | New |
| Strategic Global Advisors, LLC | 2,915 | $214.3K | 0.04% | −6,328−68.5% | Reduced |
| Talisman Wealth Advisors LLC | 2,936 | $215.8K | 0.22% | +2,936 | New |
| Spears Abacus Advisors LLC | 2,960 | $217.6K | 0.00% | +2,960 | New |
| E&G Advisors, LP | 2,960 | $217.6K | 0.06% | +2,960 | New |
| Rossby Financial, LCC | 3,129 | $217.7K | 0.09% | −135−4.1% | Reduced |
| BridgePort Financial Solutions, LLC | 2,990 | $219.8K | 0.10% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,000 | $220.5K | 0.13% | +3,000 | New |
| CWA Asset Management Group, LLC | 3,007 | $221.0K | 0.01% | +3,007 | New |