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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 555 | $33.2K | 0.01% | +26+4.9% | Added |
| Plante Moran Financial Advisors, LLC | 560 | $34.0K | 0.01% | −500−47.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 567 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 566 | $34.0K | 0.01% | +300+112.8% | Added |
| Altshuler Shaham Ltd | 571 | $34.0K | 0.00% | +571 | New |
| Hoover Financial Advisors, Inc. | 588 | $35.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 586 | $35.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 582 | $35.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 596 | $35.7K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 600 | $36.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 596 | $36.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 600 | $36.0K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 594 | $36.0K | 0.00% | +86+16.9% | Added |
| Endurance Wealth Management, Inc. | 618 | $37.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 620 | $37.0K | 0.00% | +52+9.2% | Added |
| Oakworth Capital, Inc. | 644 | $39.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 661 | $40.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 672 | $40.0K | 0.01% | −1−0.1% | Reduced |
| Concord Wealth Partners | 671 | $40.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 662 | $40.0K | 0.01% | +120+22.1% | Added |
| Independence Bank of Kentucky | 660 | $40.0K | 0.02% | +165+33.3% | Added |
| M&R Capital Management Inc | 687 | $41.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 702 | $42.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 750 | $45.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 752 | $45.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 768 | $46.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 785 | $47.0K | 0.00% | −500−38.9% | Reduced |
| Compagnie Lombard Odier SCmA | 800 | $48.0K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 796 | $48.0K | 0.00% | +796 | New |
| AdvisorNet Financial, Inc | 826 | $49.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 827 | $50.0K | 0.00% | +26+3.2% | Added |
| Sutton Wealth Advisors Inc. | 852 | $51.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 900 | $53.9K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 900 | $53.9K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 940 | $56.0K | 0.00% | −890−48.6% | Reduced |
| JJJ Advisors Inc. | 970 | $58.0K | 0.02% | +4+0.4% | Added |
| Salem Investment Counselors Inc | 1,000 | $60.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,000 | $60.0K | 0.03% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,014 | $60.0K | 0.02% | +1,014 | New |
| CVA Family Office, LLC | 1,007 | $60.0K | 0.02% | +1,007 | New |
| Kistler-Tiffany Companies, LLC | 1,021 | $61.0K | 0.01% | 00.0% | Unchanged |
| Security National Trust Co | 1,014 | $61.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,011 | $61.0K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,025 | $61.4K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,168 | $66.0K | 0.01% | +113+10.7% | Added |
| Sugarloaf Wealth Management, LLC | 1,134 | $68.0K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,200 | $72.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,200 | $72.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 1,214 | $73.0K | 0.02% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 1,242 | $74.0K | 0.03% | +1,242 | New |
| Banque Cantonale Vaudoise | 1,270 | $76.0K | 0.00% | −3,886−75.4% | Reduced |
| Artemis Wealth Advisors, LLC | 1,271 | $76.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,299 | $78.0K | 0.01% | −914−41.3% | Reduced |
| Enterprise Financial Services Corp | 1,318 | $79.0K | 0.01% | +6+0.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,316 | $79.0K | 0.00% | +1,316 | New |
| WealthShield Partners, LLC | 1,368 | $82.0K | 0.01% | −180−11.6% | Reduced |
| Pacitti Group Inc. | 1,387 | $83.0K | 0.05% | −10,329−88.2% | Reduced |
| First Horizon Advisors, Inc. | 1,425 | $84.0K | 0.00% | −98−6.4% | Reduced |
| Focused Wealth Management, Inc | 1,397 | $84.0K | 0.01% | −35−2.4% | Reduced |
| Tradition Wealth Management, LLC | 1,400 | $84.0K | 0.01% | −4−0.3% | Reduced |
| CoreFirst Bank & Trust | 1,399 | $84.0K | 0.06% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,474 | $88.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 1,500 | $90.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 1,600 | $95.8K | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,678 | $101.0K | 0.01% | +12+0.7% | Added |
| Dougherty Wealth Advisers LLC | 1,722 | $103.0K | 0.15% | 00.0% | Unchanged |
| First Financial Corp | 1,760 | $105.0K | 0.07% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 1,760 | $105.0K | 0.02% | +15+0.9% | Added |
| Berman Capital Advisors, LLC | 1,847 | $110.0K | 0.02% | −9−0.5% | Reduced |
| Crewe Advisors LLC | 1,874 | $112.0K | 0.03% | −255−12.0% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 2,000 | $120.0K | 0.11% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 2,000 | $121.0K | 0.06% | −600−23.1% | Reduced |
| Evoke Wealth, LLC | 2,059 | $123.0K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2,066 | $124.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 2,077 | $124.4K | 0.06% | +170+8.9% | Added |
| tru Independence LLC | 2,150 | $129.0K | 0.04% | +2,150 | New |
| KBC Group NV | 2,209 | $132.0K | 0.00% | +2,209 | New |
| Ancora Advisors, LLC | 2,300 | $138.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,395 | $143.0K | 0.01% | +2,395 | New |
| Close Asset Management Ltd | 2,460 | $147.0K | 0.01% | +60+2.5% | Added |
| Central Bank & Trust Co | 2,750 | $165.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,762 | $165.0K | 0.02% | +190+7.4% | Added |
| Kings Point Capital Management | 2,940 | $176.0K | 0.02% | −100−3.3% | Reduced |
| Carroll Financial Associates, Inc. | 2,941 | $176.0K | 0.01% | +81+2.8% | Added |
| Fifth Third Bancorp | 3,042 | $182.0K | 0.00% | −2,931−49.1% | Reduced |
| JNBA Financial Advisors | 3,118 | $187.0K | 0.03% | 00.0% | Unchanged |
| Hudock, Inc. | 3,366 | $201.0K | 0.06% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 3,380 | $202.0K | 0.07% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,376 | $202.0K | 0.04% | +3,376 | New |
| Guyasuta Investment Advisors Inc | 3,445 | $206.0K | 0.01% | +3,445 | New |
| Financial Advocates Investment Management | 3,443 | $206.0K | 0.01% | +3,443 | New |
| Financial Architects, Inc | 3,465 | $208.0K | 0.03% | +3,465 | New |
| Wexford Capital LP | 3,500 | $210.0K | 0.03% | +3,500 | New |
| Lyell Wealth Management, LP | 3,531 | $212.0K | 0.03% | +3,531 | New |
| Huntington National Bank | 3,567 | $214.0K | 0.00% | −619−14.8% | Reduced |
| CWA Asset Management Group, LLC | 3,583 | $216.0K | 0.02% | +3,583 | New |
| NinePointTwo Capital | 3,627 | $217.0K | 0.08% | +3,627 | New |
| Marcum Wealth, LLC | 3,689 | $221.0K | 0.04% | −3,760−50.5% | Reduced |
| Canal Capital Management, LLC | 3,686 | $221.0K | 0.06% | +3,686 | New |