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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
NorthRock Partners, LLC6,460$321.0K0.03%––
Belpointe Asset Management LLC6,523$324.0K0.03%––
Ellevest, Inc.6,541$325.0K0.04%––
Wesbanco Bank Inc6,554$326.0K0.01%––
Ameritas Investment Company, LLC6,662$331.3K0.03%––
Stonnington Group, LLC6,100$332.0K0.08%––
Johnson Investment Counsel Inc6,750$336.0K0.01%––
Mitchell & Pahl Private Wealth, LLC6,760$336.0K0.26%––
Grimes & Company, Inc.6,839$340.0K0.02%––
Cordasco Financial Network6,868$341.0K0.25%––
Evergreen Capital Management LLC6,899$343.0K0.02%––
Jag Capital Management, LLC6,914$344.0K0.03%––
Kingsview Wealth Management, LLC6,950$344.0K0.02%––
Transcend Wealth Collective, LLC6,925$346.0K0.04%––
Prospera Financial Services Inc7,105$354.0K0.02%––
Garner Asset Management Corp7,125$354.0K0.19%––
Fruth Investment Management7,146$355.0K0.11%––
Ballentine Partners, LLC7,167$356.0K0.01%––
Advisory Services Network, LLC7,210$358.0K0.01%––
Whittier Trust Co7,212$359.0K0.01%––
Stevard, LLC7,248$360.0K0.30%––
LVM Capital Management Ltd7,300$363.0K0.06%––
Steel Peak Wealth Management LLC7,360$366.0K0.03%––
Marcum Wealth, LLC7,449$370.0K0.06%––
Beacon Investment Advisory Services, Inc.7,494$373.0K0.02%––
Bessemer Group Inc7,550$376.0K0.00%––
Henry James International Management, Inc.7,601$378.0K0.11%––
ETF Managers Group, LLC7,672$383.0K0.01%––
Fiduciary Trust Co7,769$387.0K0.01%––
Sage Rhino Capital LLC7,785$387.0K0.13%––
Whittier Trust Co of Nevada Inc7,816$389.0K0.02%––
Benjamin F. Edwards & Company, Inc.7,830$389.0K0.02%––
Jacobi Capital Management LLC7,852$390.0K0.06%––
Doyle Wealth Management7,930$394.0K0.04%––
Fca Corp8,000$396.0K0.12%––
Ar Asset Management Inc8,000$398.0K0.12%––
Mutual Advisors, LLC8,050$400.0K0.03%––
Cetera Advisor Networks LLC8,074$401.0K0.01%––
RB Capital Management, LLC8,096$403.0K0.18%––
Meridian Wealth Management, LLC8,116$404.0K0.06%––
Snowden Capital Advisors LLC8,188$407.1K0.02%––
Voya Financial Advisors, Inc.8,251$412.0K0.02%––
Dowling & Yahnke LLC8,465$421.0K0.03%––
Bray Capital Advisors8,500$423.0K0.12%––
Centaurus Financial, Inc.8,585$427.0K0.04%––
Cowa, LLC8,550$427.0K0.26%––
Veriti Management LLC8,579$427.0K0.11%––
9258 Wealth Management, LLC8,789$437.0K0.13%––
Cerity Partners LLC8,818$438.0K0.01%––
Pinnacle Wealth Planning Services, Inc.8,806$438.0K0.11%––
First Manhattan Co8,900$442.0K0.00%––
Shulman DeMeo Asset Management LLC8,958$445.0K0.12%––
Park Avenue Securities LLC8,961$446.0K0.01%––
Princeton Global Asset Management LLC8,977$446.0K0.14%––
Garrison Asset Management, LLC9,024$449.0K0.29%––
Nomura Holdings Inc9,000$450.0K0.00%––
Prudential Financial Inc9,186$457.0K0.00%––
Flagship Harbor Advisors, LLC9,224$459.0K0.05%––
Harbour Investments, Inc.9,293$462.0K0.02%––
Cohen Investment Advisors LLC9,338$464.0K0.38%––
Sowell Financial Services LLC8,721$466.0K0.02%––
Personal Capital Advisors Corp9,387$467.0K0.00%––
Cedar Brook Financial Partners, LLC9,401$467.0K0.16%––
Banco Santander, S.A.9,410$468.0K0.00%––
Integrated Investment Consultants, LLC9,424$468.0K0.16%––
Sanders Morris Harris LLC9,500$472.0K0.10%––
Berkeley Capital Partners, LLC9,581$476.0K0.23%––
Boenning & Scattergood, Inc.9,617$478.0K0.09%––
Cozad Asset Management Inc9,649$480.0K0.08%––
We Are One Seven, LLC9,691$481.0K0.08%––
Cetera Advisors LLC9,686$482.0K0.01%––
Qtron Investments LLC9,821$488.0K0.14%––
Coastline Trust Co9,884$491.0K0.06%––
Altfest L J & Co Inc9,914$493.0K0.12%––
Archford Capital Strategies, LLC9,960$506.0K0.13%––
Focus Financial Network, Inc.10,198$507.1K0.06%––
Princeton Portfolio Strategies Group LLC10,350$515.0K0.10%––
Verdence Capital Advisors LLC10,411$518.0K0.09%––
Spire Wealth Management13,985$523.0K0.01%––
Berkshire Asset Management LLC10,565$525.0K0.04%––
Dorsey & Whitney Trust CO LLC10,688$532.0K0.05%––
Quadrant Capital Group LLC10,736$534.0K0.09%––
Ritholtz Wealth Management10,742$534.0K0.04%––
Gradient Investments LLC10,888$541.0K0.02%––
Lake Street Advisors Group, LLC10,887$541.0K0.04%––
Courier Capital LLC10,937$544.0K0.05%––
Strategic Wealth Partners, Ltd.11,010$547.0K0.22%––
Parallel Advisors, LLC11,034$549.0K0.03%––
Moors & Cabot, Inc.11,145$554.0K0.04%––
Davenport & Co LLC11,272$560.0K0.01%––
Koss-Olinger Consulting, LLC11,365$565.0K0.10%––
National Asset Management, Inc.11,424$568.0K0.02%––
Marotta Asset Management11,546$571.9K0.15%––
Commerce Bank11,492$572.0K0.00%––
Institute for Wealth Management, LLC.11,496$572.0K0.11%––
Patriot Investment Management Inc.11,520$572.0K0.06%––
Lincoln National Corp11,606$577.0K0.01%––
Marietta Investment Partners LLC11,615$577.0K0.14%––
CAPROCK Group, Inc.11,609$577.0K0.06%––
Atlas Capital Advisors LLC11,691$581.3K0.11%––