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, Q2 2021
Institutional positions in AstraZeneca PLC as of Jun 30, 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
- 772
- +24 vs. Q1 2021
- Shares held
- 435.0M
- +26.6M (+6.5%) vs. Q1 2021
- Total value
- $26.1B
- +$5.78B (+28.4%) vs. Q1 2021
- New holders
- 87
- 267 more added
- Sold out
- 63
- 236 more reduced
9 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,511 | $151.3B |
| Q1 2026 | 1,389 | $148.4B |
| Q4 2025 | 1,410 | $46.4B |
| Q3 2025 | 1,292 | $37.9B |
| Q2 2025 | 1,223 | $34.7B |
| Q1 2025 | 1,251 | $37.0B |
| Q4 2024 | 1,222 | $33.7B |
| Q3 2024 | 1,230 | $39.1B |
| Q2 2024 | 1,213 | $39.0B |
| Q1 2024 | 1,141 | $33.8B |
| Q4 2023 | 1,131 | $33.2B |
| Q3 2023 | 1,075 | $33.7B |
| Q2 2023 | 1,093 | $35.4B |
| Q1 2023 | 1,057 | $35.0B |
| Q4 2022 | 1,063 | $34.2B |
| Q3 2022 | 968 | $28.3B |
| Q2 2022 | 1,019 | $34.9B |
| Q1 2022 | 984 | $34.3B |
| Q4 2021 | 952 | $29.4B |
| Q3 2021 | 911 | $31.1B |
| Q2 2021 | 772 | $26.1B |
| Q1 2021 | 757 | $20.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tarbox Family Office, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 99 | $0 | 0.00% | +99 | New |
| Kelly Financial Services LLC | 2,117 | $35 | 0.00% | +2,082+5,948.6% | Added |
| North Star Investment Management Corp. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Ford Financial Group, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Addison Advisors LLC | 17 | $1.00K | 0.00% | +17 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 33 | $2.00K | 0.00% | −6−15.4% | Reduced |
| MV Capital Management, Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 39 | $2.00K | 0.00% | +39 | New |
| Caldwell Trust Co | 47 | $2.81K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 54 | $3.00K | 0.00% | +54 | New |
| Castleview Partners, LLC | 56 | $3.00K | 0.00% | +56 | New |
| Duncker Streett & Co Inc | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 135 | $8.00K | 0.00% | +36+36.4% | Added |
| Manchester Capital Management LLC | 141 | $8.00K | 0.00% | +141 | New |
| Charter Oak Capital Management, LLC | 151 | $9.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 165 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 177 | $11.0K | 0.00% | −97−35.4% | Reduced |
| Brown Brothers Harriman & Co | 182 | $11.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 192 | $11.0K | 0.00% | +40+26.3% | Added |
| Wealth Quarterback LLC | 176 | $11.0K | 0.01% | +176 | New |
| Archer Investment Corp | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $12.0K | 0.00% | −100−33.3% | Reduced |
| Old Second National Bank of Aurora | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 204 | $12.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 202 | $12.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 208 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Agf Investments Inc. | 208 | $12.0K | 0.00% | +85+69.1% | Added |
| AlphaMark Advisors, LLC | 220 | $13.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 237 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 228 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 234 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 227 | $14.0K | 0.00% | +25+12.4% | Added |
| FinTrust Capital Advisors, LLC | 234 | $14.0K | 0.00% | +39+20.0% | Added |
| HM Payson & Co | 253 | $15.0K | 0.00% | −527−67.6% | Reduced |
| Gables Capital Management Inc. | 250 | $15.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 265 | $16.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 261 | $16.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 288 | $17.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 297 | $18.0K | 0.00% | −993−77.0% | Reduced |
| Hexagon Capital Partners LLC | 297 | $18.0K | 0.01% | −36−10.8% | Reduced |
| Benjamin Edwards Inc | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 299 | $18.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 304 | $18.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 294 | $18.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 328 | $20.0K | 0.00% | −952−74.4% | Reduced |
| Horan Securities, Inc. | 349 | $21.0K | 0.02% | −135−27.9% | Reduced |
| Harbor Investment Advisory, LLC | 346 | $21.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 346 | $21.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 350 | $21.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 346 | $21.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 375 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 384 | $23.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 386 | $23.0K | 0.00% | +386 | New |
| Anchor Investment Management, LLC | 389 | $23.3K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 400 | $24.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 408 | $24.0K | 0.00% | +118+40.7% | Added |
| Meeder Asset Management Inc | 404 | $24.0K | 0.00% | +387+2,276.5% | Added |
| Evermay Wealth Management LLC | 400 | $24.0K | 0.00% | +400 | New |
| Adirondack Trust Co | 420 | $25.0K | 0.01% | −55−11.6% | Reduced |
| Activest Wealth Management | 442 | $26.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 441 | $26.0K | 0.00% | +113+34.5% | Added |
| Atlas Private Wealth Advisors | 449 | $27.0K | 0.01% | −305−40.5% | Reduced |
| Center for Financial Planning, Inc. | 450 | $27.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 490 | $29.0K | 0.01% | −151−23.6% | Reduced |
| Better Money Decisions, LLC | 486 | $29.0K | 0.03% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 500 | $29.9K | 0.02% | −100−16.7% | Reduced |
| Beck Bode, LLC | 500 | $30.0K | 0.01% | −3,602−87.8% | Reduced |
| HC Financial Advisors Inc | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 513 | $30.0K | 0.01% | +228+80.0% | Added |
| Corsicana & Co. | 500 | $30.0K | 0.02% | +500 | New |
| Roble, Belko & Company, Inc | 520 | $31.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 528 | $31.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 539 | $32.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 530 | $32.0K | 0.00% | +480+960.0% | Added |
| Glen Eagle Advisors, LLC | 553 | $33.1K | 0.01% | 00.0% | Unchanged |