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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
Keudell/Morrison Wealth Management5,190$258.0K0.15%––
Banque Cantonale Vaudoise5,156$256.0K0.01%––
Intrust Bank NA5,117$254.0K0.04%––
FRG Family Wealth Advisors LLC5,050$251.0K0.05%––
Veritable, L.P.5,037$250.0K0.00%––
Westside Investment Management, Inc.5,035$250.0K0.00%––
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%––
Haverford Trust Co4,990$248.0K0.00%––
SFMG, LLC4,991$248.0K0.03%––
Wealth Alliance Advisory Group, LLC4,995$248.0K0.13%––
GPS Wealth Strategies Group, LLC4,949$246.0K0.07%––
TD Ameritrade Investment Management, LLC4,902$245.0K0.00%––
Banco BTG Pactual S.A.4,900$244.0K0.10%––
Westover Capital Advisors, LLC4,885$243.0K0.08%––
NewEdge Wealth, LLC4,891$243.0K0.02%––
Homrich & Berg4,849$241.0K0.01%––
Exencial Wealth Advisors, LLC4,838$241.0K0.01%––
Barry Investment Advisors, LLC4,852$241.0K0.07%––
Procyon Private Wealth Partners, LLC4,828$240.0K0.11%––
Legal Advantage Investments, Inc.4,800$239.0K0.18%––
RMB Capital Management, LLC4,785$238.0K0.01%––
Mission Wealth Management, LP4,780$238.0K0.01%––
Patton Albertson Miller Group, LLC4,750$236.0K0.06%––
Eqis Capital Management, Inc.4,730$235.0K0.02%––
Perpetual Investment Management Ltd4,733$235.0K0.04%––
Huber Capital Management LLC4,700$234.0K0.06%––
Quest Capital Management Inc4,637$231.0K0.05%––
Csenge Advisory Group4,630$231.0K0.02%––
Private Capital Group, LLC4,556$227.0K0.06%––
PDS Planning, Inc4,523$225.0K0.07%––
First Financial Bank - Trust Division4,528$225.0K0.03%––
Keating Investment Counselors Inc4,489$223.0K0.11%––
Robertson Stephens Wealth Management, LLC4,499$223.0K0.04%––
Lindbrook Capital, LLC4,452$221.0K0.05%––
Great Diamond Partners, LLC4,450$221.0K0.07%––
WealthStone, Inc.4,435$220.0K0.08%––
Argent Trust Co4,348$217.0K0.02%––
Northwest Quadrant Wealth Management, LLC4,318$215.0K0.07%––
Equitable Trust Co4,300$214.0K0.02%––
Kovack Advisors, Inc.4,293$213.0K0.03%––
Bedel Financial Consulting, Inc.4,285$213.0K0.08%––
Trust Co of Vermont4,249$211.0K0.02%––
Altus Wealth Management, LLC4,243$211.0K0.15%––
M Holdings Securities, Inc.4,214$210.0K0.02%––
Credit Agricole S A4,200$209.0K0.01%––
Huntington National Bank4,186$208.0K0.00%––
B. Riley Wealth Management, Inc.4,187$208.0K0.02%––
Sandy Spring Bank4,162$207.0K0.01%––
Koshinski Asset Management, Inc.7,058$206.0K0.02%––
Beck Bode, LLC4,102$204.0K0.06%––
InterOcean Capital Group, LLC4,107$204.0K0.01%––
Smithfield Trust Co4,049$201.0K0.01%––
Baker Tilly Wealth Management, LLC4,042$201.0K0.04%––
Proequities, Inc.4,027$200.0K0.01%––
Chesapeake Wealth Management4,030$200.0K0.07%––
Crescent Capital Consulting, LLC3,801$190.0K0.04%––
Assetmark, Inc3,692$184.0K0.00%––
Bellwether Advisors, LLC3,380$168.0K0.07%––
Hudock, Inc.3,366$167.0K0.05%––
Patriot Financial Group Insurance Agency, LLC3,280$163.0K0.04%––
JNBA Financial Advisors3,118$155.0K0.02%––
International Assets Investment Management, LLC3,054$153.0K0.01%––
Kings Point Capital Management3,040$151.0K0.01%––
Carroll Financial Associates, Inc.2,860$142.0K0.01%––
New York State Common Retirement Fund2,763$137.0K0.00%––
Central Bank & Trust Co2,750$137.0K0.02%––
Valeo Financial Advisors, LLC2,710$135.0K0.01%––
Zions Bancorporation, N.A.2,572$128.0K0.01%––
Stonebridge Financial Planning Group, LLC2,600$128.0K0.07%––
Sullivan, Bruyette, Speros & Blaney, LLC2,490$124.0K0.01%––
Human Investing LLC2,411$120.0K0.03%––
Close Asset Management Ltd2,400$119.0K0.01%––
Central Trust Co2,359$118.0K0.00%––
Ancora Advisors, LLC2,300$114.0K0.00%––
Global Retirement Partners, LLC2,213$110.0K0.01%––
Crewe Advisors LLC2,129$106.0K0.03%––
Garde Capital, Inc.2,066$103.0K0.01%––
Evoke Wealth, LLC2,059$102.0K0.00%––
Paradigm, Strategies in Wealth Management, LLC2,000$99.0K0.10%––
Halpern Financial, Inc.1,907$94.8K0.05%––
Berman Capital Advisors, LLC1,856$92.0K0.02%––
MUFG Americas Holdings Corp1,830$91.0K0.00%––
Key Financial Inc1,788$89.0K0.06%––
First Financial Corp1,760$88.0K0.06%––
Evolution Wealth Advisors, LLC1,745$87.0K0.02%––
Dougherty Wealth Advisers LLC1,722$86.0K0.13%––
Johnson Financial Group, Inc.1,666$83.0K0.01%––
Baron Financial Group, LLC1,600$79.6K0.05%––
WealthShield Partners, LLC1,548$77.0K0.01%––
Covington Capital Management1,500$75.0K0.00%––
First Horizon Advisors, Inc.1,523$75.0K0.00%––
Valley National Advisers Inc1,474$73.0K0.01%––
Focused Wealth Management, Inc1,432$71.0K0.01%––
Tradition Wealth Management, LLC1,404$70.0K0.01%––
CoreFirst Bank & Trust1,399$70.0K0.05%––
TIG Advisors, LLC1,383$69.0K0.00%––
Enterprise Financial Services Corp1,312$66.0K0.01%––