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 |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 5,806 | $426.7K | 0.06% | +12+0.2% | Added |
| Breakwater Capital Group | 5,837 | $429.0K | 0.08% | +5,837 | New |
| Aspen Grove Capital, LLC | 5,856 | $430.4K | 0.08% | +2,496+74.3% | Added |
| Moody National Bank Trust Division | 5,888 | $432.8K | 0.05% | +1,332+29.2% | Added |
| Brown Brothers Harriman & Co | 5,894 | $433.2K | 0.00% | −848−12.6% | Reduced |
| Clean Yield Group | 5,900 | $433.6K | 0.14% | 00.0% | Unchanged |
| Virtu Financial LLC | 5,911 | $434.0K | 0.02% | −4,216−41.6% | Reduced |
| Haverford Trust Co | 5,914 | $434.7K | 0.00% | +32+0.5% | Added |
| EverSource Wealth Advisors, LLC | 5,931 | $435.9K | 0.02% | −5−0.1% | Reduced |
| Gallacher Capital Management LLC | 5,953 | $437.6K | 0.21% | +332+5.9% | Added |
| Integrity Alliance, LLC. | 5,982 | $439.7K | 0.02% | +5,982 | New |
| Farther Finance Advisors, LLC | 6,083 | $441.6K | 0.01% | +706+13.1% | Added |
| Williams Jones Wealth Management, LLC. | 6,012 | $441.9K | 0.01% | +85+1.4% | Added |
| Diversified Trust Co | 6,069 | $446.1K | 0.01% | +439+7.8% | Added |
| Cromwell Holdings LLC | 6,119 | $449.7K | 0.29% | 00.0% | Unchanged |
| XML Financial, LLC | 6,148 | $451.9K | 0.04% | −250−3.9% | Reduced |
| Cobblestone Capital Advisors LLC | 6,174 | $453.8K | 0.02% | +2,645+75.0% | Added |
| Abel Hall, LLC | 6,251 | $459.5K | 0.28% | +1,800+40.4% | Added |
| Jefferies Financial Group Inc. | 6,296 | $462.8K | 0.01% | +6,296 | New |
| Cary Street Partners Financial LLC | 6,306 | $463.5K | 0.01% | −412−6.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,350 | $467.0K | 0.01% | +823+14.9% | Added |
| Avantra Family Wealth, Inc. | 6,369 | $468.1K | 0.45% | −2,731−30.0% | Reduced |
| Alteri Wealth LLC | 6,450 | $474.1K | 0.21% | +2,531+64.6% | Added |
| Golden State Equity Partners | 6,455 | $474.4K | 0.09% | +646+11.1% | Added |
| Grandfield & Dodd, LLC | 6,504 | $478.0K | 0.03% | −10.0% | Reduced |
| Argent Trust Co | 6,524 | $479.5K | 0.02% | −27−0.4% | Reduced |
| Keel Point, LLC | 6,530 | $479.9K | 0.04% | −10−0.2% | Reduced |
| UBS Oconnor LLC | 6,611 | $485.9K | 0.01% | −54,836−89.2% | Reduced |
| Bradley Foster & Sargent Inc | 6,612 | $486.0K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 6,662 | $489.7K | 0.02% | +293+4.6% | Added |
| Aptus Capital Advisors, LLC | 6,677 | $490.8K | 0.01% | +335+5.3% | Added |
| Buckingham Strategic Partners | 6,679 | $491.0K | 0.01% | +1,642+32.6% | Added |
| Amundi | 6,656 | $492.0K | 0.00% | −25,635−79.4% | Reduced |
| Pointe Capital Management LLC | 6,729 | $494.6K | 0.29% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,753 | $496.4K | 0.04% | −180−2.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,756 | $496.6K | 0.03% | −1,702−20.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,768 | $497.5K | 0.10% | −99−1.4% | Reduced |
| Traveka Wealth, LLC | 6,787 | $498.8K | 0.28% | +1,067+18.7% | Added |
| Crumly & Associates Inc. | 6,823 | $501.5K | 0.14% | −260−3.7% | Reduced |
| SBI Securities Co., Ltd. | 6,832 | $502.2K | 0.02% | +752+12.4% | Added |
| First Manhattan Co | 6,984 | $513.3K | 0.00% | +599+9.4% | Added |
| Fruth Investment Management | 6,998 | $514.0K | 0.14% | −100−1.4% | Reduced |
| Howland Capital Management LLC | 7,000 | $514.5K | 0.02% | −1,907−21.4% | Reduced |
| American Assets Inc | 7,000 | $514.5K | 0.18% | +500+7.7% | Added |
| Corient IA LLC | 7,000 | $514.5K | 0.37% | +7,000 | New |
| AA Financial Advisors, LLC | 7,033 | $516.9K | 0.13% | −677−8.8% | Reduced |
| Norden Group LLC | 7,044 | $517.7K | 0.06% | −2,502−26.2% | Reduced |
| First Horizon Advisors, Inc. | 7,049 | $518.1K | 0.01% | +1,175+20.0% | Added |
| Prospector Partners LLC | 7,055 | $518.5K | 0.06% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 7,057 | $519.0K | 0.02% | −21,304−75.1% | Reduced |
| Spire Wealth Management | 7,065 | $519.3K | 0.02% | +679+10.6% | Added |
| FSM Wealth Advisors, LLC | 7,119 | $523.3K | 0.12% | +777+12.3% | Added |
| SFE Investment Counsel | 7,121 | $523.4K | 0.10% | +7,121 | New |
| SRS Capital Advisors, Inc. | 7,195 | $528.8K | 0.03% | +2,985+70.9% | Added |
| Sivia Capital Partners, LLC | 7,212 | $530.1K | 0.25% | −178−2.4% | Reduced |
| Wick Capital Partners, LLC | 7,285 | $535.4K | 0.16% | −687−8.6% | Reduced |
| Cohen Investment Advisors LLC | 7,295 | $536.2K | 0.31% | +65+0.9% | Added |
| Centaurus Financial, Inc. | 7,303 | $537.0K | 0.03% | +995+15.8% | Added |
| Everpar Advisors LLC | 7,333 | $539.0K | 0.29% | −191−2.5% | Reduced |
| Chung Wu Investment Group, LLC | 7,350 | $540.2K | 0.65% | 00.0% | Unchanged |
| Bank of Nova Scotia | 7,386 | $542.7K | 0.00% | +2,625+55.1% | Added |
| LVM Capital Management Ltd | 7,411 | $545.0K | 0.06% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 7,417 | $545.2K | 0.22% | +843+12.8% | Added |
| Gradient Investments LLC | 7,419 | $545.3K | 0.01% | +147+2.0% | Added |
| Beacon Investment Advisory Services, Inc. | 7,450 | $547.6K | 0.03% | +439+6.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 7,468 | $548.9K | 0.07% | −115−1.5% | Reduced |
| Fca Corp | 7,500 | $551.3K | 0.18% | +7,500 | New |
| Diversified Enterprises, LLC | 7,510 | $552.0K | 0.05% | +3,308+78.7% | Added |
| Simplicity Wealth,LLC | 7,527 | $553.2K | 0.04% | +3,081+69.3% | Added |
| Quattro Financial Advisors LLC | 6,600 | $553.3K | 0.19% | +2,300+53.5% | Added |
| Lindbrook Capital, LLC | 7,574 | $556.7K | 0.05% | +141+1.9% | Added |
| Five Oceans Advisors | 7,591 | $557.9K | 0.27% | −2,345−23.6% | Reduced |
| Trust Co of Toledo NA | 7,616 | $559.8K | 0.07% | −35−0.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 7,623 | $560.0K | 0.13% | +488+6.8% | Added |
| 180 Wealth Advisors, LLC | 7,621 | $560.1K | 0.09% | −736−8.8% | Reduced |
| Accurate Wealth Management, LLC | 8,492 | $562.9K | 0.11% | +29+0.3% | Added |
| HBK Sorce Advisory LLC | 7,711 | $566.8K | 0.02% | +23+0.3% | Added |
| Severin Investments, LLC | 7,728 | $568.0K | 0.57% | +283+3.8% | Added |
| Flagship Harbor Advisors, LLC | 7,768 | $571.0K | 0.03% | −54−0.7% | Reduced |
| Key Financial Inc | 7,770 | $571.1K | 0.12% | +16+0.2% | Added |
| Custom Index Systems, LLC | 7,810 | $574.0K | 0.29% | +7,810 | New |
| Icon Wealth Advisors, LLC | 7,812 | $574.2K | 0.05% | −1,688−17.8% | Reduced |
| GAMMA Investing LLC | 7,878 | $579.0K | 0.04% | +2,380+43.3% | Added |
| Analyst IMS Investment Management Services Ltd. | 7,900 | $581.0K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 7,908 | $581.2K | 0.02% | −656−7.7% | Reduced |
| Polar Asset Management Partners Inc. | 7,930 | $582.9K | 0.02% | −186,870−95.9% | Reduced |
| OneAscent Financial Services LLC | 8,020 | $584.0K | 0.04% | +4,476+126.3% | Added |
| Voya Financial Advisors, Inc. | 7,922 | $584.6K | 0.06% | −249−3.0% | Reduced |
| Simon Quick Advisors, LLC | 7,969 | $585.7K | 0.03% | +2,390+42.8% | Added |
| Ar Asset Management Inc | 8,000 | $588.0K | 0.13% | 00.0% | Unchanged |
| Kendall Capital Management | 8,007 | $588.5K | 0.17% | +4,146+107.4% | Added |
| Moors & Cabot, Inc. | 8,036 | $590.6K | 0.03% | −55−0.7% | Reduced |
| Insigneo Advisory Services, LLC | 8,082 | $594.0K | 0.06% | −40−0.5% | Reduced |
| First City Capital Management, Inc. | 8,113 | $596.3K | 0.36% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 8,116 | $597.0K | 0.05% | −358−4.2% | Reduced |
| Stock Yards Bank & Trust Co | 8,132 | $597.7K | 0.02% | +16+0.2% | Added |
| Advisors Capital Management, LLC | 8,162 | $599.9K | 0.01% | +245+3.1% | Added |
| Wedbush Securities Inc | 8,165 | $600.0K | 0.02% | +2,166+36.1% | Added |
| Portside Wealth Group, LLC | 8,232 | $605.1K | 0.10% | −1,356−14.1% | Reduced |
| Mission Wealth Management, LP | 8,240 | $605.6K | 0.02% | −337−3.9% | Reduced |