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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
Tortoise Investment Management, LLC228$11.0K0.00%––
Mach-1 Financial Group, Inc.234$11.0K0.01%––
Old Second National Bank of Aurora200$10.0K0.00%––
Hantz Financial Services, Inc.204$10.0K0.00%––
Financial Management Professionals, Inc.202$10.0K0.00%––
FinTrust Capital Advisors, LLC195$10.0K0.00%––
BDO Wealth Advisors, LLC202$10.0K0.00%––
Aspire Private Capital, LLC208$10.0K0.00%––
Bellevue Asset Management, LLC100$10.0K0.01%––
Sterling Financial Planning, Inc.200$10.0K0.01%––
Archer Investment Corp200$9.94K0.00%––
Brown Brothers Harriman & Co182$9.00K0.00%––
Stuart Chaussee & Associates, Inc.165$8.00K0.00%––
Grandview Asset Management LLC160$8.00K0.00%––
Charter Oak Capital Management, LLC151$8.00K0.00%––
Peoples Financial Services Corp.150$7.00K0.00%––
Liberty Wealth Management LLC152$7.00K0.00%––
Carolinas Wealth Consulting LLC133$7.00K0.00%––
Financial Perspectives, Inc306,740$6.17K0.31%––
Agf Investments Inc.123$6.00K0.00%––
Global Financial Private Client, LLC113$5.60K0.00%––
Delta Asset Management LLC100$5.00K0.00%––
Thomas J. Herzfeld Advisors, Inc.99$5.00K0.00%––
Lowe Wealth Advisors, LLC100$5.00K0.00%––
Institutional & Family Asset Management, LLC103$5.00K0.00%––
Simon Quick Advisors, LLC102$5.00K0.00%––
Carmichael Hill & Associates, Inc.100$5.00K0.00%––
CNB Bank100$5.00K0.00%––
Creative Financial Designs Inc83$4.00K0.00%––
RBA Wealth Management, LLC64$3.19K0.00%––
Duncker Streett & Co Inc65$3.00K0.00%––
San Francisco Sentry Investment Group (Ca)67$3.00K0.00%––
Winch Advisory Services, LLC55$3.00K0.00%––
First Bank & Trust53$3.00K0.00%––
Farmers & Merchants Trust Co of Chambersburg PA55$3.00K0.00%––
Burleson & Company, LLC52$3.00K0.00%––
Professional Financial Advisors, LLC56$3.00K0.00%––
Caldwell Trust Co47$2.34K0.00%––
Clearstead Advisors, LLC50$2.00K0.00%––
Bank Julius Baer & Co. Ltd, Zurich39$2.00K0.00%––
Larson Financial Group LLC43$2.00K0.00%––
Capital Advisory Group Advisory Services, LLC43$2.00K0.00%––
ShoreHaven Wealth Partners, LLC31$2.00K0.00%––
Kelly Financial Services LLC35$1.76K0.00%––
Meeder Asset Management Inc17$1.00K0.00%––
North Star Investment Management Corp.20$1.00K0.00%––
MV Capital Management, Inc.27$1.00K0.00%––
Tower View Investment Management & Research LLC20$1.00K0.00%––
Savior LLC30$1.00K0.00%––
Wolff Wiese Magana LLC15$1.00K0.00%––
Sofos Investments, Inc.1$300.00%––
Simplex Trading, LLC51,463$00.00%––
Tarbox Family Office, Inc.1$00.00%––
Cribstone Capital Management, LLC6$00.00%––
Sterling Investment Advisors, Ltd.5$00.00%––
Certified Advisory Corp2$00.00%––
Annapolis Financial Services, LLC5$00.00%––