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, Q2 2026
Institutional positions in AstraZeneca PLC as of Jun 30, 2026. 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
- 1,511
- +144 vs. Q1 2026
- Shares held
- 807.5M
- +62.8M (+8.4%) vs. Q1 2026
- Total value
- $151.3B
- +$5.65B (+3.9%) vs. Q1 2026
- New holders
- 266
- 526 more added
- Sold out
- 122
- 498 more reduced
22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 3,467 | $657.4K | 0.02% | −257−6.9% | Reduced |
| NorthRock Partners, LLC | 3,462 | $656.5K | 0.01% | +123+3.7% | Added |
| Nwam LLC | 3,458 | $655.7K | 0.03% | −815−19.1% | Reduced |
| Change Path, LLC | 3,434 | $651.2K | 0.01% | +3,434 | New |
| S Harris Financial Group, LLC | 3,425 | $649.4K | 0.50% | +145+4.4% | Added |
| Traveka Wealth, LLC | 3,416 | $647.7K | 0.22% | −10.0% | Reduced |
| HBK Sorce Advisory LLC | 4,005 | $646.8K | 0.01% | −12−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,406 | $645.8K | 0.01% | −333−8.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,899 | $641.5K | 0.03% | +708+22.2% | Added |
| Krilogy Financial LLC | 3,357 | $636.6K | 0.02% | +16+0.5% | Added |
| AlTi Global, Inc. | 3,371 | $636.4K | 0.01% | +3,371 | New |
| MONECO Advisors, LLC | 3,336 | $632.6K | 0.04% | +101+3.1% | Added |
| Vertrix Wealth Management, LLC | 3,334 | $632.2K | 0.21% | +37+1.1% | Added |
| VestGen Advisors, LLC | 3,325 | $630.1K | 0.02% | −365−9.9% | Reduced |
| Yousif Capital Management, LLC | 3,302 | $626.1K | 0.01% | −9,937−75.1% | Reduced |
| NWF Advisory Services Inc. | 3,332 | $623.4K | 0.06% | −153−4.4% | Reduced |
| Sagewood Asset Management LP | 3,280 | $622.0K | 0.14% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3,264 | $619.1K | 0.05% | +89+2.8% | Added |
| SBI Securities Co., Ltd. | 3,256 | $617.4K | 0.01% | +93+2.9% | Added |
| Independent Advisor Alliance | 3,250 | $616.3K | 0.01% | −117−3.5% | Reduced |
| Engineers Gate Manager LP | 3,235 | $613.4K | 0.01% | −6,072−65.2% | Reduced |
| West Family Investments, Inc. | 3,229 | $612.3K | 0.18% | −3,891−54.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,262 | $610.3K | 0.05% | −200−5.8% | Reduced |
| Madson Wealth Advisors Inc | 3,218 | $610.2K | 0.41% | +633+24.5% | Added |
| Centaurus Financial, Inc. | 3,203 | $607.0K | 0.02% | +151+4.9% | Added |
| Main Street Financial Solutions, LLC | 3,152 | $597.7K | 0.04% | +190+6.4% | Added |
| Midwest Trust Co | 3,113 | $590.3K | 0.01% | +562+22.0% | Added |
| LaSalle St. Investment Advisors, LLC | 3,110 | $589.8K | 0.07% | +330+11.9% | Added |
| Providence First Trust Co | 3,092 | $583.3K | 0.16% | +246+8.6% | Added |
| BKM Wealth Management, LLC | 3,070 | $582.1K | 0.21% | +306+11.1% | Added |
| Cromwell Holdings LLC | 3,059 | $580.0K | 0.26% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 3,057 | $579.7K | 0.37% | −253−7.6% | Reduced |
| Keel Point, LLC | 3,042 | $576.9K | 0.03% | +214+7.6% | Added |
| Great Valley Advisor Group, Inc. | 3,036 | $575.8K | 0.01% | +18+0.6% | Added |
| denkapparat Operations GmbH | 3,060 | $572.2K | 0.19% | +532+21.0% | Added |
| Custom Index Systems, LLC | 3,012 | $571.1K | 0.21% | −122−3.9% | Reduced |
| Abel Hall, LLC | 3,006 | $570.0K | 0.10% | −3,665−54.9% | Reduced |
| Atlas Capital Advisors LLC | 2,976 | $564.4K | 0.06% | +571+23.7% | Added |
| 1248 Management, LLC | 2,976 | $564.3K | 0.22% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,954 | $560.1K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 2,950 | $559.4K | 0.14% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,947 | $558.8K | 0.01% | −77,888−96.4% | Reduced |
| Westwood Holdings Group Inc. | 2,985 | $558.6K | 0.00% | +447+17.6% | Added |
| New Republic Capital, LLC | 2,942 | $557.9K | 0.13% | +219+8.0% | Added |
| Grandfield & Dodd, LLC | 2,935 | $556.7K | 0.03% | −209−6.6% | Reduced |
| Howland Capital Management LLC | 2,930 | $555.6K | 0.02% | −70−2.3% | Reduced |
| Paul Damon & Associates, Inc. | 2,926 | $554.8K | 0.22% | +355+13.8% | Added |
| Ninety One SA (PTY) Ltd | 2,963 | $554.5K | 0.03% | −1,077−26.7% | Reduced |
| Spinnaker Investment Group, LLC | 2,899 | $549.7K | 0.09% | +106+3.8% | Added |
| McLean Asset Management Corp | 3,240 | $549.6K | 0.07% | −178−5.2% | Reduced |
| Flagship Harbor Advisors, LLC | 2,895 | $549.0K | 0.02% | −104−3.5% | Reduced |
| Everpar Advisors LLC | 2,894 | $548.8K | 0.16% | −70−2.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,468 | $545.3K | 0.03% | +858+32.9% | Added |
| Breakwater Capital Group | 2,866 | $543.5K | 0.07% | −31−1.1% | Reduced |
| Anchyra Partners LLC | 2,861 | $542.5K | 0.13% | −140−4.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,872 | $541.7K | 0.01% | +538+23.1% | Added |
| Sentinel Trust Co Lba | 2,854 | $541.0K | 0.05% | 00.0% | Unchanged |
| True North Advisors, LLC | 2,850 | $540.4K | 0.05% | +35+1.2% | Added |
| Csenge Advisory Group | 2,853 | $540.3K | 0.02% | +63+2.3% | Added |
| Alhambra Investment Partners LLC | 2,840 | $538.5K | 0.24% | +56+2.0% | Added |
| Advisor Resource Council | 2,824 | $537.0K | 0.18% | +2,824 | New |
| NBC Securities, Inc. | 2,826 | $536.0K | 0.04% | +1,138+67.4% | Added |
| 44 Wealth Management LLC | 2,817 | $534.2K | 0.18% | −3,719−56.9% | Reduced |
| Essex Savings Bank | 2,816 | $534.0K | 0.12% | +200+7.6% | Added |
| Gratus Wealth Advisors, LLC | 2,807 | $532.3K | 0.07% | +69+2.5% | Added |
| Boston Private Wealth LLC | 2,806 | $532.1K | 0.03% | −13−0.5% | Reduced |
| First Citizens Bank & Trust Co | 2,753 | $522.0K | 0.01% | +560+25.5% | Added |
| Ewa, LLC | 2,740 | $519.6K | 0.09% | +1,097+66.8% | Added |
| National Philanthropic Trust | 2,734 | $518.4K | 0.01% | +393+16.8% | Added |
| Cornerstone Wealth Management, LLC | 2,730 | $517.7K | 0.02% | +714+35.4% | Added |
| PFG Investments, LLC | 2,725 | $516.7K | 0.02% | +175+6.9% | Added |
| OneAscent Financial Services LLC | 2,724 | $516.6K | 0.02% | +34+1.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,707 | $513.4K | 0.03% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 2,706 | $513.0K | 0.03% | +245+10.0% | Added |
| Canopy Partners, LLC | 2,702 | $512.4K | 0.15% | −19−0.7% | Reduced |
| Savvy Advisors, Inc. | 2,691 | $510.3K | 0.01% | +318+13.4% | Added |
| IFG Advisory, LLC | 2,657 | $503.8K | 0.02% | +2,657 | New |
| North Star Asset Management Inc | 2,656 | $503.6K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,644 | $501.4K | 0.03% | +2,644 | New |
| Gillespie Robinson & Grimm Inc | 2,635 | $499.6K | 0.03% | +335+14.6% | Added |
| Meadowbrook Advisors Group, LLC | 2,633 | $499.3K | 0.27% | +753+40.1% | Added |
| Archford Capital Strategies, LLC | 2,652 | $497.8K | 0.05% | +2,652 | New |
| Nilsine Partners, LLC | 2,617 | $496.2K | 0.03% | +34+1.3% | Added |
| Mosaic Financial Group, LLC | 2,601 | $493.0K | 0.32% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,588 | $490.7K | 0.02% | −1,090−29.6% | Reduced |
| OneAscent Family Office, LLC | 2,581 | $489.4K | 0.25% | +836+47.9% | Added |
| Seeds Investor LLC | 2,548 | $483.1K | 0.05% | −1,331−34.3% | Reduced |
| Arista Wealth Management, LLC | 2,536 | $480.9K | 0.05% | 00.0% | Unchanged |
| May Hill Capital, LLC | 2,535 | $480.7K | 0.10% | −162−6.0% | Reduced |
| Abacus Wealth Partners, LLC | 2,507 | $475.4K | 0.05% | −4,001−61.5% | Reduced |
| PAX Financial Group, LLC | 2,504 | $474.8K | 0.07% | +2,504 | New |
| Philadelphia Trust Co | 2,498 | $474.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,497 | $473.5K | 0.02% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,496 | $473.3K | 0.03% | −6−0.2% | Reduced |
| Old Port Advisors | 2,493 | $472.7K | 0.09% | +2,493 | New |
| Meadow Creek Wealth Advisors LLC | 2,491 | $472.3K | 0.29% | +75+3.1% | Added |
| Pure Financial Advisors, Inc. | 2,475 | $469.3K | 0.01% | +88+3.7% | Added |
| Peregrine Asset Advisers, Inc. | 2,450 | $464.6K | 0.10% | 00.0% | Unchanged |
| XML Financial, LLC | 2,449 | $464.4K | 0.03% | −150−5.8% | Reduced |
| Joel Isaacson & Co., LLC | 2,432 | $461.2K | 0.01% | +19+0.8% | Added |