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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 2021

Institutional positions in AstraZeneca PLC as of Mar 31, 2021. 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
757
No complete 13F data for Q4 2020
Shares held
410.6M
No complete 13F data for Q4 2020
Total value
$20.4B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 757 institutions
Q1 2021: 757 institutionsQ2 2021: 772 institutionsQ3 2021: 911 institutionsQ4 2021: 952 institutionsQ1 2022: 984 institutionsQ2 2022: 1,019 institutionsQ3 2022: 968 institutionsQ4 2022: 1,063 institutionsQ1 2023: 1,057 institutionsQ2 2023: 1,093 institutionsQ3 2023: 1,075 institutionsQ4 2023: 1,131 institutionsQ1 2024: 1,141 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,230 institutionsQ4 2024: 1,222 institutionsQ1 2025: 1,251 institutionsQ2 2025: 1,223 institutionsQ3 2025: 1,292 institutionsQ4 2025: 1,410 institutionsQ1 2026: 1,389 institutionsQ2 2026: 1,511 institutions
Value heldQ1 2021: $20.4B
Q1 2021: $20.4BQ2 2021: $26.1BQ3 2021: $31.1BQ4 2021: $29.4BQ1 2022: $34.3BQ2 2022: $34.9BQ3 2022: $28.3BQ4 2022: $34.2BQ1 2023: $35.0BQ2 2023: $35.4BQ3 2023: $33.7BQ4 2023: $33.2BQ1 2024: $33.8BQ2 2024: $39.0BQ3 2024: $39.1BQ4 2024: $33.7BQ1 2025: $37.0BQ2 2025: $34.7BQ3 2025: $37.9BQ4 2025: $46.4BQ1 2026: $148.4BQ2 2026: $151.3B
Institutions holding AZN and their total value by quarter
QuarterHoldersValue
Q2 20261,511$151.3B
Q1 20261,389$148.4B
Q4 20251,410$46.4B
Q3 20251,292$37.9B
Q2 20251,223$34.7B
Q1 20251,251$37.0B
Q4 20241,222$33.7B
Q3 20241,230$39.1B
Q2 20241,213$39.0B
Q1 20241,141$33.8B
Q4 20231,131$33.2B
Q3 20231,075$33.7B
Q2 20231,093$35.4B
Q1 20231,057$35.0B
Q4 20221,063$34.2B
Q3 2022968$28.3B
Q2 20221,019$34.9B
Q1 2022984$34.3B
Q4 2021952$29.4B
Q3 2021911$31.1B
Q2 2021772$26.1B
Q1 2021757$20.4B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding AstraZeneca PLC.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding AZN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Roble, Belko & Company, Inc520$26.0K0.01%––
FourThought Financial, LLC528$26.0K0.00%––
Raffa Wealth Management, LLC529$26.3K0.01%––
TCI Wealth Advisors, Inc.539$27.0K0.01%––
Glassman Wealth Services542$27.0K0.01%––
Glen Eagle Advisors, LLC553$27.5K0.01%––
Thompson Siegel & Walmsley LLC567$28.0K0.00%––
Arkadios Wealth Advisors568$28.0K0.00%––
TSFG, LLC586$29.0K0.01%––
Rosenberg Matthew Hamilton582$29.0K0.02%––
Bartlett & Co. Wealth Management LLC596$29.6K0.00%––
Cascade Investment Advisors, Inc.600$29.8K0.02%––
Resources Management Corp600$30.0K0.00%––
Bartlett & Co. LLC596$30.0K0.00%––
Mark Sheptoff Financial Planning, LLC600$30.0K0.02%––
Endurance Wealth Management, Inc.618$31.0K0.00%––
SOA Wealth Advisors, LLC.641$31.0K0.01%––
Oakworth Capital, Inc.644$32.0K0.00%––
Hoover Financial Advisors, Inc.588$32.0K0.01%––
BerganKDV Wealth Management, LLC661$33.0K0.00%––
Ellis Investment Partners, LLC673$33.0K0.01%––
Concord Wealth Partners671$33.0K0.01%––
M&R Capital Management Inc687$34.0K0.01%––
IronBridge Private Wealth, LLC702$35.0K0.02%––
Dividend Assets Capital, LLC750$37.0K0.01%––
Gemmer Asset Management LLC752$37.0K0.01%––
Jackson, Grant Investment Advisers, Inc.768$38.0K0.02%––
Atlas Private Wealth Advisors754$38.0K0.02%––
Allred Capital Management, LLC778$38.7K0.02%––
HM Payson & Co780$39.0K0.00%––
Allworth Financial LP801$40.0K0.00%––
Compagnie Lombard Odier SCmA800$40.0K0.00%––
AdvisorNet Financial, Inc826$41.0K0.00%––
Sutton Wealth Advisors Inc.852$42.4K0.02%––
Prime Capital Investment Advisors, LLC870$43.0K0.00%––
Pinnacle Holdings, LLC900$44.7K0.02%––
Brewin Dolphin Ltd900$44.7K0.00%––
Truvestments Capital LLC927$46.0K0.03%––
JJJ Advisors Inc.966$48.0K0.02%––
Salem Investment Counselors Inc1,000$50.0K0.00%––
Security National Trust Co1,014$50.0K0.01%––
JFS Wealth Advisors, LLC1,000$50.0K0.01%––
Pinnacle Bancorp, Inc.1,000$50.0K0.02%––
Newbridge Financial Services Group, Inc.1,011$50.0K0.04%––
West Paces Advisors Inc.1,025$51.0K0.02%––
Kistler-Tiffany Companies, LLC1,021$51.0K0.01%––
Fieldpoint Private Securities, LLC1,055$52.0K0.01%––
PEAK6 Investments LLC1,046$52.0K0.00%––
Plante Moran Financial Advisors, LLC1,060$53.0K0.01%––
Sugarloaf Wealth Management, LLC1,134$56.0K0.02%––
Toronto Dominion Bank1,200$60.0K0.00%––
Optimum Investment Advisors1,200$60.0K0.02%––
Lee Financial Co1,214$60.0K0.01%––
Artemis Wealth Advisors, LLC1,271$63.0K0.01%––
Jones Financial Companies LLLP1,280$64.0K0.00%––
Washington Trust Co1,285$64.0K0.00%––
NEXT Financial Group, Inc1,290$65.0K0.01%––
Enterprise Financial Services Corp1,312$66.0K0.01%––
TIG Advisors, LLC1,383$69.0K0.00%––
Tradition Wealth Management, LLC1,404$70.0K0.01%––
CoreFirst Bank & Trust1,399$70.0K0.05%––
Focused Wealth Management, Inc1,432$71.0K0.01%––
Valley National Advisers Inc1,474$73.0K0.01%––
Covington Capital Management1,500$75.0K0.00%––
First Horizon Advisors, Inc.1,523$75.0K0.00%––
WealthShield Partners, LLC1,548$77.0K0.01%––
Baron Financial Group, LLC1,600$79.6K0.05%––
Johnson Financial Group, Inc.1,666$83.0K0.01%––
Dougherty Wealth Advisers LLC1,722$86.0K0.13%––
Evolution Wealth Advisors, LLC1,745$87.0K0.02%––
First Financial Corp1,760$88.0K0.06%––
Key Financial Inc1,788$89.0K0.06%––
MUFG Americas Holdings Corp1,830$91.0K0.00%––
Berman Capital Advisors, LLC1,856$92.0K0.02%––
Halpern Financial, Inc.1,907$94.8K0.05%––
Paradigm, Strategies in Wealth Management, LLC2,000$99.0K0.10%––
Evoke Wealth, LLC2,059$102.0K0.00%––
Garde Capital, Inc.2,066$103.0K0.01%––
Crewe Advisors LLC2,129$106.0K0.03%––
Global Retirement Partners, LLC2,213$110.0K0.01%––
Ancora Advisors, LLC2,300$114.0K0.00%––
Central Trust Co2,359$118.0K0.00%––
Close Asset Management Ltd2,400$119.0K0.01%––
Human Investing LLC2,411$120.0K0.03%––
Sullivan, Bruyette, Speros & Blaney, LLC2,490$124.0K0.01%––
Zions Bancorporation, N.A.2,572$128.0K0.01%––
Stonebridge Financial Planning Group, LLC2,600$128.0K0.07%––
Valeo Financial Advisors, LLC2,710$135.0K0.01%––
New York State Common Retirement Fund2,763$137.0K0.00%––
Central Bank & Trust Co2,750$137.0K0.02%––
Carroll Financial Associates, Inc.2,860$142.0K0.01%––
Kings Point Capital Management3,040$151.0K0.01%––
International Assets Investment Management, LLC3,054$153.0K0.01%––
JNBA Financial Advisors3,118$155.0K0.02%––
Patriot Financial Group Insurance Agency, LLC3,280$163.0K0.04%––
Hudock, Inc.3,366$167.0K0.05%––
Bellwether Advisors, LLC3,380$168.0K0.07%––
Assetmark, Inc3,692$184.0K0.00%––
Crescent Capital Consulting, LLC3,801$190.0K0.04%––
Proequities, Inc.4,027$200.0K0.01%––