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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: 1,388 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 20261,388$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
Scotia Capital Inc.18,150$902.0K0.01%––
Bluefin Capital Management, LLC17,900$890.0K0.05%––
Alethea Capital Management, LLC17,899$890.0K0.54%––
Lester Murray Antman dba SimplyRich16,930$842.0K0.33%––
Howland Capital Management LLC16,921$841.0K0.05%––
XR Securities LLC16,889$840.0K0.46%––
Colony Group LLC16,735$832.0K0.02%––
D.A. Davidson & Co.16,623$827.0K0.01%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA16,363$813.6K1.18%––
Mount Yale Investment Advisors, LLC16,344$813.0K0.11%––
Stephens Inc15,957$793.0K0.01%––
Blue Square Asset Management, LLC15,797$785.0K0.50%––
Columbus Macro, LLC15,733$782.0K0.24%––
Checchi Capital Advisers, LLC15,365$764.0K0.10%––
True North Advisors, LLC15,287$760.0K0.18%––
Wealth Alliance15,262$759.0K0.21%––
Boston Private Wealth LLC15,130$752.0K0.01%––
Westport Asset Management Inc15,000$746.0K0.34%––
Mitchell Capital Management Co15,005$746.0K0.18%––
Nachman Norwood & Parrott, Inc15,016$746.0K0.08%––
First City Capital Management, Inc.13,629$743.0K0.43%––
IHT Wealth Management, LLC14,903$741.0K0.05%––
BNP Paribas Arbitrage, SA14,867$739.2K0.00%––
Stockman Wealth Management, Inc.14,850$738.0K0.21%––
Hohimer Wealth Management, LLC14,680$730.0K0.18%––
Eudaimonia Partners, LLC14,673$729.0K0.15%––
44 Wealth Management LLC14,580$725.0K0.30%––
Profund Advisors LLC14,562$724.0K0.03%––
Henshaw Capital LLC14,555$723.7K0.05%––
HighPoint Advisor Group LLC14,368$718.0K0.08%––
JustInvest LLC14,175$705.0K0.11%––
Eagle Asset Management Inc13,983$692.0K0.00%––
Malaga Cove Capital, LLC13,774$687.0K0.29%––
Kestra Private Wealth Services, LLC13,822$687.0K0.05%––
Wedbush Securities Inc13,799$686.0K0.04%––
Moser Wealth Advisors, LLC13,780$685.0K0.48%––
Regentatlantic Capital LLC13,637$678.0K0.02%––
Bluestein R H & Co13,325$663.0K0.03%––
American Portfolios Advisors13,245$658.5K0.03%––
Texas Yale Capital Corp.13,115$652.0K0.04%––
HBK Sorce Advisory LLC13,044$649.0K0.04%––
Cloverfields Capital Group, LP13,035$648.0K0.21%––
Federation des caisses Desjardins du Quebec13,017$647.2K0.01%––
Altium Wealth Management LLC12,972$645.0K0.05%––
SeaCrest Wealth Management, LLC12,881$640.0K0.08%––
Full Sail Capital, LLC12,921$636.0K0.06%––
Sittner & Nelson, LLC12,685$631.0K0.47%––
Sawtooth Solutions, LLC12,603$627.0K0.14%––
Venture Visionary Partners LLC12,316$612.0K0.05%––
CWM, LLC10,186$610.0K0.00%––
Grove Bank & Trust12,097$601.0K0.14%––
Cresset Asset Management, LLC12,023$598.0K0.01%––
Enlightenment Research, LLC12,000$597.0K0.72%––
Pathstone Family Office, LLC11,899$592.0K0.02%––
Aries Wealth Management11,695$583.0K0.26%––
Columbia Asset Management11,702$582.0K0.11%––
Pacitti Group Inc.11,716$582.0K0.38%––
Atlas Capital Advisors LLC11,691$581.3K0.11%––
Lincoln National Corp11,606$577.0K0.01%––
Marietta Investment Partners LLC11,615$577.0K0.14%––
CAPROCK Group, Inc.11,609$577.0K0.06%––
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%––
Marotta Asset Management11,546$571.9K0.15%––
National Asset Management, Inc.11,424$568.0K0.02%––
Koss-Olinger Consulting, LLC11,365$565.0K0.10%––
Davenport & Co LLC11,272$560.0K0.01%––
Moors & Cabot, Inc.11,145$554.0K0.04%––
Parallel Advisors, LLC11,034$549.0K0.03%––
Strategic Wealth Partners, Ltd.11,010$547.0K0.22%––
Courier Capital LLC10,937$544.0K0.05%––
Gradient Investments LLC10,888$541.0K0.02%––
Lake Street Advisors Group, LLC10,887$541.0K0.04%––
Quadrant Capital Group LLC10,736$534.0K0.09%––
Ritholtz Wealth Management10,742$534.0K0.04%––
Dorsey & Whitney Trust CO LLC10,688$532.0K0.05%––
Berkshire Asset Management LLC10,565$525.0K0.04%––
Spire Wealth Management13,985$523.0K0.01%––
Verdence Capital Advisors LLC10,411$518.0K0.09%––
Princeton Portfolio Strategies Group LLC10,350$515.0K0.10%––
Focus Financial Network, Inc.10,198$507.1K0.06%––
Archford Capital Strategies, LLC9,960$506.0K0.13%––
Altfest L J & Co Inc9,914$493.0K0.12%––
Coastline Trust Co9,884$491.0K0.06%––
Qtron Investments LLC9,821$488.0K0.14%––
Cetera Advisors LLC9,686$482.0K0.01%––
We Are One Seven, LLC9,691$481.0K0.08%––
Cozad Asset Management Inc9,649$480.0K0.08%––
Boenning & Scattergood, Inc.9,617$478.0K0.09%––
Berkeley Capital Partners, LLC9,581$476.0K0.23%––
Sanders Morris Harris LLC9,500$472.0K0.10%––
Banco Santander, S.A.9,410$468.0K0.00%––
Integrated Investment Consultants, LLC9,424$468.0K0.16%––
Personal Capital Advisors Corp9,387$467.0K0.00%––
Cedar Brook Financial Partners, LLC9,401$467.0K0.16%––
Sowell Financial Services LLC8,721$466.0K0.02%––
Cohen Investment Advisors LLC9,338$464.0K0.38%––
Harbour Investments, Inc.9,293$462.0K0.02%––
Flagship Harbor Advisors, LLC9,224$459.0K0.05%––