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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 28,053 | $1.84M | 0.04% | +142+0.5% | Added |
| Lighthouse Investment Partners, LLC | 25,000 | $1.84M | 0.08% | +25,000 | New |
| Fox Run Management, L.L.C. | 24,890 | $1.83M | 0.28% | +2,276+10.1% | Added |
| Integrated Wealth Concepts LLC | 24,761 | $1.82M | 0.02% | −2,808−10.2% | Reduced |
| First American Bank | 24,586 | $1.81M | 0.13% | +4,272+21.0% | Added |
| Schechter Investment Advisors, LLC | 24,504 | $1.80M | 0.15% | −1,024−4.0% | Reduced |
| Valley National Advisers Inc | 24,419 | $1.79M | 0.32% | +949+4.0% | Added |
| Altfest L J & Co Inc | 24,347 | $1.79M | 0.22% | +3,526+16.9% | Added |
| Dillon & Associates Inc | 24,182 | $1.79M | 0.27% | −6,090−20.1% | Reduced |
| Armistice Capital, LLC | 24,000 | $1.76M | 0.05% | −76,000−76.0% | Reduced |
| Oppenheimer & Co Inc | 23,806 | $1.75M | 0.03% | −119−0.5% | Reduced |
| Perpetual Ltd | 23,767 | $1.75M | 0.02% | −507−2.1% | Reduced |
| Evergreen Capital Management LLC | 23,709 | $1.74M | 0.06% | +155+0.7% | Added |
| Oarsman Capital, Inc. | 23,705 | $1.74M | 0.31% | +3,726+18.6% | Added |
| Merit Financial Group, LLC | 23,583 | $1.73M | 0.03% | +14,743+166.8% | Added |
| Coppell Advisory Solutions LLC | 24,117 | $1.73M | 0.26% | −9,113−27.4% | Reduced |
| HighPoint Advisor Group LLC | 24,111 | $1.73M | 0.10% | +1,931+8.7% | Added |
| Stephens Inc | 23,470 | $1.73M | 0.03% | −1,517−6.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 23,360 | $1.72M | 0.01% | −12,940−35.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 23,099 | $1.70M | 0.02% | +3,028+15.1% | Added |
| LMCG Investments, LLC | 22,908 | $1.68M | 0.11% | −606−2.6% | Reduced |
| XTX Topco Ltd | 22,221 | $1.63M | 0.08% | −36,880−62.4% | Reduced |
| Personal Cfo Solutions, LLC | 22,002 | $1.62M | 0.33% | +704+3.3% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 22,000 | $1.62M | 1.29% | +6,000+37.5% | Added |
| Level Four Advisory Services, LLC | 21,929 | $1.61M | 0.07% | +3,234+17.3% | Added |
| Stablepoint Partners, LLC | 21,825 | $1.60M | 0.29% | +832+4.0% | Added |
| Axxcess Wealth Management, LLC | 21,615 | $1.59M | 0.04% | +1,221+6.0% | Added |
| Evelyn Partners Asset Management Ltd | 21,591 | $1.59M | 0.44% | −20.0% | Reduced |
| Paradigm Asset Management Co LLC | 11,500 | $1.58M | 0.42% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 21,550 | $1.58M | 0.54% | −201−0.9% | Reduced |
| AdvisorNet Financial, Inc | 21,510 | $1.58M | 0.12% | +196+0.9% | Added |
| Ronald Blue Trust, Inc. | 21,419 | $1.57M | 0.02% | +1,652+8.4% | Added |
| Rakuten Investment Management, Inc. | 21,271 | $1.57M | 0.01% | +21,271 | New |
| Zions Bancorporation, National Association | 21,290 | $1.56M | 0.10% | +21,290 | New |
| Jones Financial Companies LLLP | 21,170 | $1.56M | 0.00% | +4,942+30.5% | Added |
| Checchi Capital Advisers, LLC | 21,176 | $1.56M | 0.11% | +1,093+5.4% | Added |
| F/M Investments LLC | 21,147 | $1.55M | 0.06% | −935−4.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 21,100 | $1.55M | 0.14% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 22,724 | $1.54M | 0.67% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 21,380 | $1.53M | 0.10% | +9,292+76.9% | Added |
| Proficio Capital Partners LLC | 20,773 | $1.53M | 0.12% | +9,967+92.2% | Added |
| Nomura Asset Management Co Ltd | 20,713 | $1.52M | 0.00% | +533+2.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,539 | $1.51M | 0.23% | +1,047+5.4% | Added |
| Aaron Wealth Advisors | 20,509 | $1.51M | 0.17% | +1,667+8.8% | Added |
| Beacon Pointe Advisors, LLC | 20,498 | $1.51M | 0.02% | +442+2.2% | Added |
| J.W. Cole Advisors, Inc. | 20,318 | $1.49M | 0.05% | +15,776+347.3% | Added |
| Thrivent Financial for Lutherans | 22,980 | $1.49M | 0.00% | −3,385−12.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,134 | $1.49M | 0.23% | +668+3.4% | Added |
| MAI Capital Management | 20,165 | $1.48M | 0.01% | −1,040−4.9% | Reduced |
| Connable Office Inc | 20,067 | $1.47M | 0.16% | −1,111−5.2% | Reduced |
| Equitable Holdings, Inc. | 19,858 | $1.46M | 0.01% | +805+4.2% | Added |
| Syon Capital LLC | 19,723 | $1.45M | 0.12% | +1,706+9.5% | Added |
| Commerce Bank | 19,624 | $1.44M | 0.01% | −950−4.6% | Reduced |
| GeoWealth Management, LLC | 19,594 | $1.44M | 0.06% | −1,244−6.0% | Reduced |
| Hohimer Wealth Management, LLC | 19,569 | $1.44M | 0.28% | +6,938+54.9% | Added |
| Advisory Services Network, LLC | 19,559 | $1.44M | 0.03% | +30+0.2% | Added |
| Perigon Wealth Management, LLC | 19,476 | $1.43M | 0.04% | −121−0.6% | Reduced |
| Callan Family Office, LLC | 19,249 | $1.41M | 0.11% | −3,721−16.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.41M | 0.18% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 19,087 | $1.40M | 0.04% | −4,210−18.1% | Reduced |
| Ameritas Investment Partners, Inc. | 19,048 | $1.40M | 0.05% | +522+2.8% | Added |
| Vista Investment Management | 18,951 | $1.39M | 0.54% | +21+0.1% | Added |
| Cozad Asset Management Inc | 18,864 | $1.39M | 0.14% | −15,540−45.2% | Reduced |
| Sectoral Asset Management Inc | 18,790 | $1.38M | 1.07% | +4,140+28.3% | Added |
| TD Private Client Wealth LLC | 18,767 | $1.38M | 0.04% | +1,959+11.7% | Added |
| Wealth Alliance | 18,334 | $1.35M | 0.16% | +992+5.7% | Added |
| Kovitz Investment Group Partners, LLC | 18,320 | $1.35M | 0.01% | −168−0.9% | Reduced |
| Sterling Capital Management LLC | 18,297 | $1.34M | 0.02% | +1,833+11.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 18,041 | $1.33M | 0.04% | −1,564−8.0% | Reduced |
| SkyView Investment Advisors, LLC | 18,034 | $1.32M | 0.20% | +872+5.1% | Added |
| Wallace Hart LLC | 18,004 | $1.32M | 3.33% | +18,004 | New |
| Fragasso Group Inc. | 17,991 | $1.32M | 0.10% | +36+0.2% | Added |
| Geneos Wealth Management Inc. | 17,968 | $1.32M | 0.04% | +1,910+11.9% | Added |
| Dakota Wealth Management | 17,915 | $1.32M | 0.03% | +6,958+63.5% | Added |
| Cresset Asset Management, LLC | 17,738 | $1.30M | 0.01% | −1,674−8.6% | Reduced |
| Coldstream Capital Management Inc | 17,723 | $1.30M | 0.03% | −7,083−28.6% | Reduced |
| Forum Financial Management, LP | 17,558 | $1.29M | 0.02% | +30.0% | Added |
| Horizon Investments, LLC | 17,452 | $1.28M | 0.04% | +1,150+7.1% | Added |
| TLWM | 17,259 | $1.27M | 0.25% | +578+3.5% | Added |
| Founders Financial Securities LLC | 18,132 | $1.27M | 0.11% | +1,333+7.9% | Added |
| Credit Agricole S A | 17,135 | $1.26M | 0.00% | −1,249−6.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 17,052 | $1.25M | 0.03% | +1,697+11.1% | Added |
| Lester Murray Antman dba SimplyRich | 17,033 | $1.25M | 0.36% | +103+0.6% | Added |
| LVW Advisors, LLC | 16,960 | $1.25M | 0.15% | +998+6.3% | Added |
| Davenport & Co LLC | 16,913 | $1.24M | 0.01% | +2,896+20.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 16,873 | $1.24M | 0.44% | +243+1.5% | Added |
| Smith, Salley & Associates | 16,795 | $1.23M | 0.08% | +622+3.8% | Added |
| Banco Santander, S.A. | 16,750 | $1.23M | 0.01% | +460+2.8% | Added |
| Texas Bank & Trust Co | 16,563 | $1.22M | 0.52% | +541+3.4% | Added |
| Canandaigua National Bank & Trust Co | 16,544 | $1.22M | 0.12% | +1,724+11.6% | Added |
| Cyndeo Wealth Partners, LLC | 16,401 | $1.21M | 0.08% | +58+0.4% | Added |
| Norges Bank | 16,378 | $1.20M | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 16,309 | $1.20M | 0.12% | +1,986+13.9% | Added |
| Sowell Financial Services LLC | 16,320 | $1.20M | 0.05% | +657+4.2% | Added |
| Stonegate Investment Group, LLC | 16,311 | $1.20M | 0.03% | −70.0% | Reduced |
| Congress Wealth Management LLC | 16,312 | $1.20M | 0.01% | +1,274+8.5% | Added |
| Ascent Group, LLC | 16,066 | $1.18M | 0.05% | +16,066 | New |
| Parallel Advisors, LLC | 16,049 | $1.18M | 0.03% | +1,125+7.5% | Added |
| SeaCrest Wealth Management, LLC | 16,043 | $1.18M | 0.13% | −358−2.2% | Reduced |
| Umb Bank N A | 16,016 | $1.18M | 0.02% | −25−0.2% | Reduced |