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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
Chesapeake Wealth Management4,030$200.0K0.07%––
Smithfield Trust Co4,049$201.0K0.01%––
Baker Tilly Wealth Management, LLC4,042$201.0K0.04%––
Beck Bode, LLC4,102$204.0K0.06%––
InterOcean Capital Group, LLC4,107$204.0K0.01%––
Koshinski Asset Management, Inc.7,058$206.0K0.02%––
Sandy Spring Bank4,162$207.0K0.01%––
Huntington National Bank4,186$208.0K0.00%––
B. Riley Wealth Management, Inc.4,187$208.0K0.02%––
Credit Agricole S A4,200$209.0K0.01%––
M Holdings Securities, Inc.4,214$210.0K0.02%––
Trust Co of Vermont4,249$211.0K0.02%––
Altus Wealth Management, LLC4,243$211.0K0.15%––
Kovack Advisors, Inc.4,293$213.0K0.03%––
Bedel Financial Consulting, Inc.4,285$213.0K0.08%––
Equitable Trust Co4,300$214.0K0.02%––
Northwest Quadrant Wealth Management, LLC4,318$215.0K0.07%––
Argent Trust Co4,348$217.0K0.02%––
WealthStone, Inc.4,435$220.0K0.08%––
Lindbrook Capital, LLC4,452$221.0K0.05%––
Great Diamond Partners, LLC4,450$221.0K0.07%––
Keating Investment Counselors Inc4,489$223.0K0.11%––
Robertson Stephens Wealth Management, LLC4,499$223.0K0.04%––
PDS Planning, Inc4,523$225.0K0.07%––
First Financial Bank - Trust Division4,528$225.0K0.03%––
Private Capital Group, LLC4,556$227.0K0.06%––
Quest Capital Management Inc4,637$231.0K0.05%––
Csenge Advisory Group4,630$231.0K0.02%––
Huber Capital Management LLC4,700$234.0K0.06%––
Eqis Capital Management, Inc.4,730$235.0K0.02%––
Perpetual Investment Management Ltd4,733$235.0K0.04%––
Patton Albertson Miller Group, LLC4,750$236.0K0.06%––
RMB Capital Management, LLC4,785$238.0K0.01%––
Mission Wealth Management, LP4,780$238.0K0.01%––
Legal Advantage Investments, Inc.4,800$239.0K0.18%––
Procyon Private Wealth Partners, LLC4,828$240.0K0.11%––
Homrich & Berg4,849$241.0K0.01%––
Exencial Wealth Advisors, LLC4,838$241.0K0.01%––
Barry Investment Advisors, LLC4,852$241.0K0.07%––
Westover Capital Advisors, LLC4,885$243.0K0.08%––
NewEdge Wealth, LLC4,891$243.0K0.02%––
Banco BTG Pactual S.A.4,900$244.0K0.10%––
TD Ameritrade Investment Management, LLC4,902$245.0K0.00%––
GPS Wealth Strategies Group, LLC4,949$246.0K0.07%––
Haverford Trust Co4,990$248.0K0.00%––
SFMG, LLC4,991$248.0K0.03%––
Wealth Alliance Advisory Group, LLC4,995$248.0K0.13%––
Hendley & Co Inc5,000$249.0K0.09%––
SG3 Management, LLC5,000$249.0K0.08%––
Independent Advisor Alliance5,016$249.0K0.01%––
DCM Advisors, LLC5,000$249.0K0.14%––
Veritable, L.P.5,037$250.0K0.00%––
Westside Investment Management, Inc.5,035$250.0K0.00%––
FRG Family Wealth Advisors LLC5,050$251.0K0.05%––
Intrust Bank NA5,117$254.0K0.04%––
Banque Cantonale Vaudoise5,156$256.0K0.01%––
Keudell/Morrison Wealth Management5,190$258.0K0.15%––
Buckingham Strategic Wealth, LLC5,222$260.0K0.01%––
IFP Advisors, Inc5,260$261.0K0.01%––
Wealthcare Advisory Partners LLC5,301$264.0K0.02%––
BSW Wealth Partners5,335$265.0K0.08%––
MPS Loria Financial Planners, LLC5,346$265.0K0.12%––
Dixon Hubard Feinour & Brown Inc5,350$266.0K0.06%––
Banco de Sabadell, S.A5,374$266.0K0.03%––
Boston Trust Walden Corp5,400$268.0K0.00%––
Financial Advisory Service, Inc.5,462$272.0K0.03%––
Monetary Management Group Inc5,500$273.0K0.09%––
Geneos Wealth Management Inc.5,203$276.0K0.01%––
Tranquility Partners, LLC5,550$276.0K0.17%––
Advisors Management Group Inc5,647$281.0K0.09%––
Client 1st Advisory Group, LLC5,699$283.0K0.16%––
Keel Point, LLC5,715$284.0K0.03%––
Clarius Group, LLC5,729$285.0K0.03%––
Gyon Technologies Capital Management, LP5,758$286.0K0.12%––
Old Port Advisors5,768$287.0K0.11%––
Inscription Capital, LLC5,782$287.0K0.10%––
Visionary Wealth Advisors5,772$287.0K0.03%––
Trust Co of Toledo NA5,800$288.0K0.05%––
Wealthspire Advisors, LLC5,813$289.0K0.01%––
Baldwin Investment Management, LLC5,856$291.0K0.05%––
Clean Yield Group5,900$293.0K0.12%––
Sequoia Financial Advisors, LLC5,902$293.0K0.01%––
Principal Street Partners, LLC5,902$293.0K0.04%––
Great Valley Advisor Group, Inc.5,902$293.0K0.03%––
Cypress Capital Management LLC5,927$295.0K0.04%––
Fifth Third Bancorp5,973$297.0K0.00%––
Private Trust Co NA5,990$297.0K0.05%––
NTV Asset Management LLC6,000$298.0K0.06%––
Allen Investment Management LLC6,002$298.0K0.00%––
Investors Research Corp6,000$298.0K0.11%––
Noesis Capital Mangement Corp6,009$299.0K0.07%––
Northwest Bancshares, Inc.6,042$300.0K0.07%––
Prospector Partners LLC6,060$301.0K0.04%––
180 Wealth Advisors, LLC5,240$301.0K0.07%––
JGP Global Gestao de Recursos Ltda.6,215$309.0K0.19%––
Comerica Securities,inc.6,235$310.0K0.02%––
EP Wealth Advisors, LLC6,249$311.0K0.01%––
Affinity Wealth Management LLC6,000$312.0K0.06%––
Clearbridge Investments, LLC6,295$313.0K0.00%––
Tru Independence Asset Management 2, LLC6,382$317.0K0.25%––