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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 3,697 | $223.0K | 0.00% | −1,563−29.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,756 | $225.0K | 0.15% | +3,756 | New |
| InterOcean Capital Group, LLC | 3,797 | $227.0K | 0.01% | −310−7.5% | Reduced |
| Legacy Financial Advisors, Inc. | 3,796 | $227.0K | 0.06% | +3,796 | New |
| Crescent Capital Consulting, LLC | 3,801 | $228.0K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,837 | $230.0K | 0.02% | +3,837 | New |
| Proequities, Inc. | 3,859 | $231.0K | 0.01% | −168−4.2% | Reduced |
| Prudent Man Advisors, LLC | 3,855 | $231.0K | 0.09% | +3,855 | New |
| Segall Bryant & Hamill, LLC | 3,873 | $232.0K | 0.00% | −23,180−85.7% | Reduced |
| Kendall Capital Management | 3,885 | $233.0K | 0.13% | +3,885 | New |
| Diversified, LLC | 3,925 | $235.0K | 0.13% | +3,925 | New |
| Trust Co of Vermont | 3,950 | $237.0K | 0.02% | −299−7.0% | Reduced |
| Regal Investment Advisors LLC | 3,963 | $237.0K | 0.02% | +3,963 | New |
| Joel Isaacson & Co., LLC | 3,970 | $238.0K | 0.02% | +3,970 | New |
| Haverford Trust Co | 3,990 | $239.0K | 0.00% | −1,000−20.0% | Reduced |
| Credit Agricole S A | 4,000 | $240.0K | 0.01% | −200−4.8% | Reduced |
| Smithfield Trust Co | 4,049 | $242.0K | 0.02% | 00.0% | Unchanged |
| Centric Wealth Management | 4,035 | $242.0K | 0.08% | +4,035 | New |
| First Financial Bank - Trust Division | 4,058 | $243.0K | 0.03% | −470−10.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,071 | $243.0K | 0.02% | +4,071 | New |
| Sandy Spring Bank | 4,062 | $244.0K | 0.01% | −100−2.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,121 | $247.0K | 0.05% | +841+25.6% | Added |
| Ground Swell Capital, LLC | 4,159 | $249.0K | 1.35% | +4,159 | New |
| Visionary Wealth Advisors | 4,246 | $254.0K | 0.03% | −1,526−26.4% | Reduced |
| Altus Wealth Management, LLC | 4,243 | $254.0K | 0.16% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,285 | $257.0K | 0.09% | 00.0% | Unchanged |
| Equitable Trust Co | 4,299 | $258.0K | 0.02% | −10.0% | Reduced |
| Mission Wealth Management, LP | 4,341 | $260.0K | 0.01% | −439−9.2% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 4,318 | $260.0K | 0.07% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,393 | $263.0K | 0.03% | +100+2.3% | Added |
| WCM Investment Management, LLC | 4,409 | $264.0K | 0.00% | +4,409 | New |
| Assetmark, Inc | 4,469 | $268.0K | 0.00% | +777+21.0% | Added |
| MAI Capital Management | 4,476 | $268.0K | 0.01% | +4,476 | New |
| Transcend Wealth Collective, LLC | 4,537 | $271.0K | 0.04% | −2,388−34.5% | Reduced |
| MPS Loria Financial Planners, LLC | 4,551 | $273.0K | 0.13% | −795−14.9% | Reduced |
| Private Capital Group, LLC | 4,569 | $274.0K | 0.06% | +13+0.3% | Added |
| Lindbrook Capital, LLC | 4,584 | $275.0K | 0.06% | +132+3.0% | Added |
| New York State Common Retirement Fund | 4,622 | $277.0K | 0.00% | +1,859+67.3% | Added |
| XR Securities LLC | 4,648 | $278.0K | 0.23% | −12,241−72.5% | Reduced |
| Keel Point, LLC | 4,664 | $279.0K | 0.03% | −1,051−18.4% | Reduced |
| Huber Capital Management LLC | 4,700 | $282.0K | 0.07% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,733 | $283.0K | 0.08% | +283+6.4% | Added |
| Peddock Capital Advisors, LLC | 4,948 | $283.0K | 0.10% | +4,948 | New |
| Westover Capital Advisors, LLC | 4,753 | $285.0K | 0.09% | −132−2.7% | Reduced |
| Patton Albertson Miller Group, LLC | 4,750 | $285.0K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,799 | $287.0K | 0.07% | −150−3.0% | Reduced |
| Exencial Wealth Advisors, LLC | 4,784 | $287.0K | 0.02% | −54−1.1% | Reduced |
| RMB Capital Management, LLC | 4,785 | $287.0K | 0.01% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 4,800 | $288.0K | 0.20% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,839 | $290.0K | 0.01% | −2,000−29.2% | Reduced |
| Client 1st Advisory Group, LLC | 4,856 | $291.0K | 0.15% | −843−14.8% | Reduced |
| Barry Investment Advisors, LLC | 4,852 | $291.0K | 0.08% | 00.0% | Unchanged |
| Homrich & Berg | 4,923 | $295.0K | 0.01% | +74+1.5% | Added |
| Quest Capital Management Inc | 4,921 | $295.0K | 0.06% | +284+6.1% | Added |
| Wealthcare Advisory Partners LLC | 4,936 | $296.0K | 0.02% | −365−6.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,938 | $296.0K | 0.08% | +110+2.3% | Added |
| Keudell/Morrison Wealth Management | 4,951 | $297.0K | 0.16% | −239−4.6% | Reduced |
| DCM Advisors, LLC | 4,950 | $297.0K | 0.17% | −50−1.0% | Reduced |
| SFMG, LLC | 4,991 | $299.0K | 0.03% | 00.0% | Unchanged |
| Hendley & Co Inc | 5,000 | $300.0K | 0.10% | 00.0% | Unchanged |
| Karp Capital Management Corp | 5,013 | $300.0K | 0.04% | +5,013 | New |
| FRG Family Wealth Advisors LLC | 5,050 | $302.0K | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 5,100 | $305.0K | 0.00% | −3,800−42.7% | Reduced |
| Old National Bancorp | 5,092 | $305.0K | 0.01% | +5,092 | New |
| Beacon Pointe Advisors, LLC | 5,138 | $308.0K | 0.01% | +5,138 | New |
| Cutler Group LP | 5,183 | $310.0K | 0.02% | +5,183 | New |
| Veritable, L.P. | 5,217 | $312.0K | 0.01% | +180+3.6% | Added |
| Level Four Advisory Services, LLC | 5,237 | $314.0K | 0.02% | −26,633−83.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 5,264 | $315.0K | 0.07% | −86−1.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,253 | $315.0K | 0.01% | +31+0.6% | Added |
| Tower Research Capital LLC (TRC) | 5,268 | $316.0K | 0.01% | −16,067−75.3% | Reduced |
| Cadence Bank NA | 5,291 | $317.0K | 0.09% | +5,291 | New |
| Boston Trust Walden Corp | 5,400 | $323.0K | 0.00% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,462 | $327.0K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 5,500 | $329.0K | 0.10% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,487 | $329.0K | 0.02% | +471+9.4% | Added |
| Argent Trust Co | 5,482 | $329.0K | 0.02% | +1,134+26.1% | Added |
| Intrust Bank NA | 5,503 | $330.0K | 0.04% | +386+7.5% | Added |
| Whittier Trust Co of Nevada Inc | 5,531 | $331.0K | 0.01% | −2,285−29.2% | Reduced |
| Advisors Management Group Inc | 5,518 | $331.0K | 0.10% | −129−2.3% | Reduced |
| Westside Investment Management, Inc. | 5,585 | $334.0K | 0.00% | +550+10.9% | Added |
| Great Valley Advisor Group, Inc. | 5,947 | $339.0K | 0.03% | +45+0.8% | Added |
| Comerica Securities,inc. | 5,669 | $340.0K | 0.03% | −566−9.1% | Reduced |
| Noesis Capital Mangement Corp | 6,009 | $341.0K | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,704 | $342.0K | 0.08% | +1,181+26.1% | Added |
| Brookstone Capital Management | 5,654 | $343.0K | 0.01% | +5,654 | New |
| Tranquility Partners, LLC | 5,735 | $344.0K | 0.19% | +185+3.3% | Added |
| Banco de Sabadell, S.A | 5,754 | $345.0K | 0.23% | +380+7.1% | Added |
| Affinity Wealth Management LLC | 6,000 | $347.0K | 0.07% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,795 | $347.0K | 0.06% | −5−0.1% | Reduced |
| NewEdge Wealth, LLC | 5,787 | $347.0K | 0.03% | +896+18.3% | Added |
| Robertson Stephens Wealth Management, LLC | 5,850 | $350.0K | 0.04% | +1,351+30.0% | Added |
| Baldwin Investment Management, LLC | 5,856 | $351.0K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 5,900 | $353.0K | 0.13% | 00.0% | Unchanged |
| NTV Asset Management LLC | 6,000 | $359.0K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 6,000 | $359.0K | 0.12% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 6,000 | $359.0K | 0.28% | +1,100+22.4% | Added |
| Stonnington Group, LLC | 6,100 | $361.0K | 0.08% | 00.0% | Unchanged |
| Hancock Whitney Corp | 6,028 | $361.0K | 0.01% | +6,028 | New |
| Prospector Partners LLC | 6,060 | $363.0K | 0.05% | 00.0% | Unchanged |