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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 8,242 | $605.8K | 0.01% | −1,420−14.7% | Reduced |
| Coastline Trust Co | 8,320 | $611.5K | 0.08% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 8,542 | $613.2K | 0.53% | −262−3.0% | Reduced |
| Montecito Bank & Trust | 8,484 | $623.6K | 0.11% | +4,328+104.1% | Added |
| Nordea Investment Management AB | 8,596 | $623.6K | 0.00% | −2,882−25.1% | Reduced |
| Columbia Asset Management | 8,485 | $623.6K | 0.13% | 00.0% | Unchanged |
| May Hill Capital, LLC | 8,546 | $628.1K | 0.24% | +4,021+88.9% | Added |
| Oakworth Capital, Inc. | 8,575 | $630.3K | 0.04% | +167+2.0% | Added |
| Nilsine Partners, LLC | 8,695 | $639.1K | 0.07% | −342−3.8% | Reduced |
| STF Management LP | 8,727 | $641.4K | 0.31% | +5+0.1% | Added |
| Heritage Wealth Management, Inc. | 8,842 | $649.9K | 0.22% | −58−0.7% | Reduced |
| Banco de Sabadell, S.A | 8,889 | $652.0K | 0.50% | +96+1.1% | Added |
| Summit Financial, LLC | 8,889 | $653.3K | 0.02% | −753−7.8% | Reduced |
| IFP Advisors, Inc | 8,930 | $656.4K | 0.02% | −3,009−25.2% | Reduced |
| Simmons Bank | 8,932 | $656.5K | 0.05% | −30,821−77.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,963 | $658.8K | 0.02% | −86−1.0% | Reduced |
| Heritage Family Offices, LLP | 9,017 | $662.8K | 0.34% | −137−1.5% | Reduced |
| D.B. Root & Company, LLC | 9,055 | $665.5K | 0.21% | −1,480−14.0% | Reduced |
| Journey Strategic Wealth LLC | 9,061 | $665.9K | 0.02% | +2,008+28.5% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 9,184 | $675.0K | 0.16% | +9,184 | New |
| UBS Asset Management Americas Inc | 9,200 | $676.2K | 0.00% | −174,348−95.0% | Reduced |
| Kathmere Capital Management, LLC | 9,290 | $682.8K | 0.06% | +4,232+83.7% | Added |
| Versant Capital Management, Inc | 9,296 | $683.3K | 0.11% | +8,562+1,166.5% | Added |
| Jacobi Capital Management LLC | 9,301 | $683.6K | 0.05% | −759−7.5% | Reduced |
| Arkadios Wealth Advisors | 9,311 | $684.4K | 0.03% | +335+3.7% | Added |
| Legacy Capital Wealth Partners, LLC | 9,415 | $692.0K | 0.17% | −111−1.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,426 | $692.8K | 0.27% | −39−0.4% | Reduced |
| Harbour Investments, Inc. | 9,480 | $696.8K | 0.02% | −446−4.5% | Reduced |
| Ellevest, Inc. | 9,524 | $700.0K | 0.05% | −6,569−40.8% | Reduced |
| CenterBook Partners LP | 9,546 | $701.6K | 0.04% | +9,546 | New |
| Aries Wealth Management | 9,548 | $701.8K | 0.19% | −30−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 9,796 | $703.2K | 0.03% | +309+3.3% | Added |
| Berkshire Asset Management LLC | 10,565 | $711.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 9,681 | $711.5K | 0.01% | +285+3.0% | Added |
| Ameriflex Group, Inc. | 9,688 | $712.1K | 0.29% | +7,263+299.5% | Added |
| 1620 Investment Advisors, Inc. | 9,738 | $715.8K | 0.55% | +64+0.7% | Added |
| First Affirmative Financial Network | 9,743 | $716.1K | 0.44% | +450+4.8% | Added |
| Wedmont Private Capital | 10,872 | $720.7K | 0.04% | +317+3.0% | Added |
| Frank, Rimerman Advisors LLC | 9,854 | $724.3K | 0.06% | −2,894−22.7% | Reduced |
| Vontobel Holding Ltd. | 9,891 | $727.0K | 0.00% | +9,891 | New |
| Mutual Advisors, LLC | 10,455 | $727.4K | 0.02% | −453−4.2% | Reduced |
| Channing Global Advisors, LLC | 9,905 | $728.0K | 0.50% | −326−3.2% | Reduced |
| Johnson Investment Counsel Inc | 9,907 | $728.2K | 0.01% | +414+4.4% | Added |
| Bridgewater Advisors Inc. | 10,166 | $729.0K | 0.06% | +10,166 | New |
| Texas Yale Capital Corp. | 9,990 | $734.3K | 0.03% | −4,100−29.1% | Reduced |
| CWM, LLC | 10,087 | $741.0K | 0.00% | −1,023−9.2% | Reduced |
| Principal Street Partners, LLC | 10,195 | $749.4K | 0.14% | +1,281+14.4% | Added |
| Covenant Partners, LLC | 10,340 | $760.0K | 0.25% | 00.0% | Unchanged |
| Courier Capital LLC | 10,366 | $761.9K | 0.05% | +1,074+11.6% | Added |
| Choate Investment Advisors | 10,403 | $764.6K | 0.02% | +530+5.4% | Added |
| Aprio Wealth Management, LLC | 10,452 | $768.2K | 0.10% | +5,629+116.7% | Added |
| Huntington National Bank | 10,513 | $772.7K | 0.01% | −2,962−22.0% | Reduced |
| Stratos Wealth Partners, LTD. | 10,551 | $775.5K | 0.01% | −2,925−21.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $780.6K | 0.25% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10,726 | $788.4K | 0.00% | −14,970−58.3% | Reduced |
| PDS Planning, Inc | 10,735 | $789.0K | 0.07% | +1,561+17.0% | Added |
| Essex Financial Services, Inc. | 10,865 | $798.6K | 0.06% | −56−0.5% | Reduced |
| Hancock Whitney Corp | 11,009 | $809.2K | 0.03% | +262+2.4% | Added |
| Mesirow Financial Investment Management, Inc. | 11,033 | $811.0K | 0.02% | −381−3.3% | Reduced |
| RB Capital Management, LLC | 11,137 | $818.6K | 0.20% | −817−6.8% | Reduced |
| Bank of Hawaii | 11,146 | $819.2K | 0.05% | +2,605+30.5% | Added |
| Confluence Wealth Services, Inc. | 11,964 | $819.6K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 11,225 | $825.0K | 0.35% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 11,245 | $826.5K | 0.43% | −500−4.3% | Reduced |
| Stockman Wealth Management, Inc. | 11,277 | $828.9K | 0.12% | −412−3.5% | Reduced |
| Verition Fund Management LLC | 11,277 | $828.9K | 0.00% | +5,718+102.9% | Added |
| Rehmann Capital Advisory Group | 11,290 | $829.9K | 0.05% | +570+5.3% | Added |
| Marietta Investment Partners LLC | 11,294 | $830.1K | 0.20% | −14−0.1% | Reduced |
| FDx Advisors, Inc. | 11,420 | $839.0K | 0.27% | −721−5.9% | Reduced |
| Boston Private Wealth LLC | 11,439 | $840.8K | 0.03% | −532−4.4% | Reduced |
| Sunbelt Securities, Inc. | 11,484 | $844.1K | 0.08% | −141−1.2% | Reduced |
| Guerra Pan Advisors, LLC | 11,646 | $856.0K | 0.67% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 11,736 | $862.6K | 0.14% | +4,663+65.9% | Added |
| Nwam LLC | 11,756 | $864.1K | 0.07% | +3,709+46.1% | Added |
| GWN Securities Inc. | 13,024 | $865.2K | 0.05% | +13,024 | New |
| Venture Visionary Partners LLC | 11,788 | $866.4K | 0.04% | −19−0.2% | Reduced |
| Driehaus Capital Management LLC | 11,833 | $869.7K | 0.01% | 00.0% | Unchanged |
| Callan Capital, LLC | 11,865 | $872.1K | 0.06% | +1,801+17.9% | Added |
| Hilltop Holdings Inc. | 11,893 | $874.1K | 0.06% | +938+8.6% | Added |
| Allworth Financial LP | 12,586 | $875.4K | 0.00% | −182−1.4% | Reduced |
| Rathbone Brothers plc | 11,991 | $881.3K | 0.00% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 12,000 | $882.0K | 0.27% | −323−2.6% | Reduced |
| Cherokee Insurance Co | 12,000 | $882.0K | 0.39% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,078 | $887.7K | 0.02% | −201−1.6% | Reduced |
| Flaharty Asset Management, LLC | 12,099 | $889.3K | 0.13% | 00.0% | Unchanged |
| Calamos Advisors LLC | 12,186 | $895.7K | 0.00% | +47+0.4% | Added |
| Clear Street Markets LLC | 12,233 | $899.1K | 0.62% | +11,668+2,065.1% | Added |
| Inscription Capital, LLC | 13,284 | $900.0K | 0.15% | +13,284 | New |
| Fiduciary Trust Co | 12,250 | $900.4K | 0.01% | +1,027+9.2% | Added |
| Sage Rhino Capital LLC | 12,259 | $901.0K | 0.21% | +395+3.3% | Added |
| Financial Advocates Investment Management | 12,424 | $913.2K | 0.06% | −563−4.3% | Reduced |
| Savant Capital, LLC | 12,462 | $915.9K | 0.01% | −33,363−72.8% | Reduced |
| National Asset Management, Inc. | 12,542 | $921.9K | 0.03% | +1,179+10.4% | Added |
| De Burlo Group Inc | 12,642 | $929.2K | 0.14% | −399−3.1% | Reduced |
| Advocate Group LLC | 12,686 | $932.4K | 0.17% | 00.0% | Unchanged |
| Grove Bank & Trust | 12,689 | $932.6K | 0.12% | +2,045+19.2% | Added |
| Eqis Capital Management, Inc. | 12,781 | $939.5K | 0.08% | −191−1.5% | Reduced |
| Sanders Morris Harris LLC | 12,929 | $939.6K | 0.15% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 12,848 | $944.3K | 0.32% | −1,691−11.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,856 | $944.9K | 0.01% | −20−0.2% | Reduced |