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 |
|---|---|---|---|---|---|
| Connable Office Inc | 20,067 | $1.47M | 0.16% | −1,111−5.2% | Reduced |
| MAI Capital Management | 20,165 | $1.48M | 0.01% | −1,040−4.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,134 | $1.49M | 0.23% | +668+3.4% | Added |
| Thrivent Financial for Lutherans | 22,980 | $1.49M | 0.00% | −3,385−12.8% | Reduced |
| J.W. Cole Advisors, Inc. | 20,318 | $1.49M | 0.05% | +15,776+347.3% | Added |
| Beacon Pointe Advisors, LLC | 20,498 | $1.51M | 0.02% | +442+2.2% | Added |
| Aaron Wealth Advisors | 20,509 | $1.51M | 0.17% | +1,667+8.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,539 | $1.51M | 0.23% | +1,047+5.4% | Added |
| Nomura Asset Management Co Ltd | 20,713 | $1.52M | 0.00% | +533+2.6% | Added |
| Proficio Capital Partners LLC | 20,773 | $1.53M | 0.12% | +9,967+92.2% | Added |
| Diversify Advisory Services, LLC | 21,380 | $1.53M | 0.10% | +9,292+76.9% | Added |
| Monte Financial Group, LLC | 22,724 | $1.54M | 0.67% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 21,100 | $1.55M | 0.14% | 00.0% | Unchanged |
| F/M Investments LLC | 21,147 | $1.55M | 0.06% | −935−4.2% | Reduced |
| Checchi Capital Advisers, LLC | 21,176 | $1.56M | 0.11% | +1,093+5.4% | Added |
| Jones Financial Companies LLLP | 21,170 | $1.56M | 0.00% | +4,942+30.5% | Added |
| Zions Bancorporation, National Association | 21,290 | $1.56M | 0.10% | +21,290 | New |
| Rakuten Investment Management, Inc. | 21,271 | $1.57M | 0.01% | +21,271 | New |
| Ronald Blue Trust, Inc. | 21,419 | $1.57M | 0.02% | +1,652+8.4% | Added |
| AdvisorNet Financial, Inc | 21,510 | $1.58M | 0.12% | +196+0.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 21,550 | $1.58M | 0.54% | −201−0.9% | Reduced |
| Paradigm Asset Management Co LLC | 11,500 | $1.58M | 0.42% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 21,591 | $1.59M | 0.44% | −20.0% | Reduced |
| Axxcess Wealth Management, LLC | 21,615 | $1.59M | 0.04% | +1,221+6.0% | Added |
| Stablepoint Partners, LLC | 21,825 | $1.60M | 0.29% | +832+4.0% | Added |
| Level Four Advisory Services, LLC | 21,929 | $1.61M | 0.07% | +3,234+17.3% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 22,000 | $1.62M | 1.29% | +6,000+37.5% | Added |
| Personal Cfo Solutions, LLC | 22,002 | $1.62M | 0.33% | +704+3.3% | Added |
| XTX Topco Ltd | 22,221 | $1.63M | 0.08% | −36,880−62.4% | Reduced |
| LMCG Investments, LLC | 22,908 | $1.68M | 0.11% | −606−2.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 23,099 | $1.70M | 0.02% | +3,028+15.1% | Added |
| Schonfeld Strategic Advisors LLC | 23,360 | $1.72M | 0.01% | −12,940−35.6% | Reduced |
| Stephens Inc | 23,470 | $1.73M | 0.03% | −1,517−6.1% | Reduced |
| HighPoint Advisor Group LLC | 24,111 | $1.73M | 0.10% | +1,931+8.7% | Added |
| Coppell Advisory Solutions LLC | 24,117 | $1.73M | 0.26% | −9,113−27.4% | Reduced |
| Merit Financial Group, LLC | 23,583 | $1.73M | 0.03% | +14,743+166.8% | Added |
| Oarsman Capital, Inc. | 23,705 | $1.74M | 0.31% | +3,726+18.6% | Added |
| Evergreen Capital Management LLC | 23,709 | $1.74M | 0.06% | +155+0.7% | Added |
| Perpetual Ltd | 23,767 | $1.75M | 0.02% | −507−2.1% | Reduced |
| Oppenheimer & Co Inc | 23,806 | $1.75M | 0.03% | −119−0.5% | Reduced |
| Armistice Capital, LLC | 24,000 | $1.76M | 0.05% | −76,000−76.0% | Reduced |
| Dillon & Associates Inc | 24,182 | $1.79M | 0.27% | −6,090−20.1% | Reduced |
| Altfest L J & Co Inc | 24,347 | $1.79M | 0.22% | +3,526+16.9% | Added |
| Valley National Advisers Inc | 24,419 | $1.79M | 0.32% | +949+4.0% | Added |
| Schechter Investment Advisors, LLC | 24,504 | $1.80M | 0.15% | −1,024−4.0% | Reduced |
| First American Bank | 24,586 | $1.81M | 0.13% | +4,272+21.0% | Added |
| Integrated Wealth Concepts LLC | 24,761 | $1.82M | 0.02% | −2,808−10.2% | Reduced |
| Fox Run Management, L.L.C. | 24,890 | $1.83M | 0.28% | +2,276+10.1% | Added |
| Lighthouse Investment Partners, LLC | 25,000 | $1.84M | 0.08% | +25,000 | New |
| Principal Securities, Inc. | 28,053 | $1.84M | 0.04% | +142+0.5% | Added |
| Kestra Private Wealth Services, LLC | 25,040 | $1.84M | 0.03% | +9,595+62.1% | Added |
| Pitcairn Co | 25,114 | $1.85M | 0.11% | +4,818+23.7% | Added |
| Nicholas Hoffman & Company, LLC. | 25,372 | $1.86M | 0.07% | +22+0.1% | Added |
| Venturi Wealth Management, LLC | 25,440 | $1.87M | 0.10% | +1,044+4.3% | Added |
| SWP Investment Management LLC | 25,824 | $1.90M | 2.37% | +25,824 | New |
| Thoroughbred Financial Services, LLC | 25,893 | $1.90M | 0.12% | +253+1.0% | Added |
| Exchange Traded Concepts, LLC | 25,970 | $1.91M | 0.03% | −1,009−3.7% | Reduced |
| Sofos Investments, Inc. | 26,635 | $1.96M | 0.43% | +26,635 | New |
| Citizens National Bank Trust Department | 27,094 | $1.99M | 0.43% | +834+3.2% | Added |
| Koa Wealth Management, LLC | 27,254 | $2.00M | 1.62% | −3,502−11.4% | Reduced |
| Old Port Advisors | 27,355 | $2.01M | 0.60% | +182+0.7% | Added |
| Greenleaf Trust | 27,608 | $2.03M | 0.02% | +504+1.9% | Added |
| Rhumbline Advisers | 28,142 | $2.07M | 0.00% | −981−3.4% | Reduced |
| William Blair Investment Management, LLC | 28,179 | $2.07M | 0.01% | −2,995−9.6% | Reduced |
| Iams Wealth Management, LLC | 28,263 | $2.08M | 0.95% | +1,183+4.4% | Added |
| Jamison Private Wealth Management, Inc. | 28,303 | $2.08M | 0.32% | −31−0.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 28,414 | $2.09M | 0.27% | +28,414 | New |
| Henshaw Capital LLC | 28,420 | $2.09M | 0.09% | +16,941+147.6% | Added |
| Catalytic Wealth RIA, LLC | 29,000 | $2.13M | 0.39% | −607−2.1% | Reduced |
| LGT Fund Management Co Ltd. | 29,872 | $2.20M | 0.20% | −14,988−33.4% | Reduced |
| United Capital Financial Advisers, LLC | 30,501 | $2.24M | 0.02% | −13,776−31.1% | Reduced |
| Yousif Capital Management, LLC | 30,998 | $2.28M | 0.03% | −4,845−13.5% | Reduced |
| FNY Investment Advisers, LLC | 600 | $2.28M | 1.39% | +400+200.0% | Added |
| EP Wealth Advisors, LLC | 31,043 | $2.28M | 0.02% | +2,805+9.9% | Added |
| Exencial Wealth Advisors, LLC | 31,053 | $2.28M | 0.08% | +6,885+28.5% | Added |
| Resources Investment Advisors, LLC. | 31,077 | $2.28M | 0.03% | −1,053−3.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 31,082 | $2.28M | 0.01% | +5,807+23.0% | Added |
| Parr McKnight Wealth Management Group, LLC | 31,155 | $2.29M | 0.33% | +5,107+19.6% | Added |
| Pinnacle Associates Ltd | 31,183 | $2.29M | 0.03% | +1,225+4.1% | Added |
| Regions Financial Corp | 31,521 | $2.32M | 0.02% | −1,764−5.3% | Reduced |
| Concurrent Investment Advisors, LLC | 32,114 | $2.36M | 0.06% | +15,189+89.7% | Added |
| Money Concepts Capital Corp | 32,526 | $2.39M | 0.18% | −219−0.7% | Reduced |
| Capital Fund Management S.A. | 32,653 | $2.40M | 0.03% | −244,060−88.2% | Reduced |
| Columbus Macro, LLC | 32,775 | $2.41M | 0.32% | +83+0.3% | Added |
| NTV Asset Management LLC | 32,830 | $2.41M | 0.32% | −600−1.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 32,855 | $2.41M | 0.16% | +32,855 | New |
| Whittier Trust Co | 33,144 | $2.44M | 0.03% | +2,228+7.2% | Added |
| Meitav Dash Investments Ltd | 33,270 | $2.45M | 0.05% | −205,000−86.0% | Reduced |
| Aperture Investors, LLC | 33,732 | $2.48M | 0.38% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 34,444 | $2.53M | 0.08% | +6,715+24.2% | Added |
| Qtron Investments LLC | 34,559 | $2.54M | 0.38% | +2,314+7.2% | Added |
| Ballentine Partners, LLC | 34,695 | $2.55M | 0.04% | +4,173+13.7% | Added |
| Dorsey & Whitney Trust CO LLC | 35,202 | $2.59M | 0.15% | −98−0.3% | Reduced |
| Tudor Investment Corp Et Al | 35,276 | $2.59M | 0.02% | +3,176+9.9% | Added |
| Searle & Co. | 35,350 | $2.60M | 0.74% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 35,614 | $2.62M | 0.86% | −119−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 35,711 | $2.62M | 0.02% | +6,817+23.6% | Added |
| Engineers Gate Manager LP | 35,807 | $2.63M | 0.04% | +24,608+219.7% | Added |
| Atomi Financial Group, Inc. | 35,973 | $2.64M | 0.12% | +17,266+92.3% | Added |
| Simplify Asset Management Inc. | 35,990 | $2.65M | 0.12% | +35,990 | New |