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 | 1,388 | $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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 5,268 | $316.0K | 0.01% | −16,067−75.3% | 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 |
| Level Four Advisory Services, LLC | 5,237 | $314.0K | 0.02% | −26,633−83.6% | Reduced |
| Veritable, L.P. | 5,217 | $312.0K | 0.01% | +180+3.6% | Added |
| Cutler Group LP | 5,183 | $310.0K | 0.02% | +5,183 | New |
| Beacon Pointe Advisors, LLC | 5,138 | $308.0K | 0.01% | +5,138 | New |
| 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 |
| FRG Family Wealth Advisors LLC | 5,050 | $302.0K | 0.06% | 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 |
| SFMG, LLC | 4,991 | $299.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Grimes & Company, Inc. | 4,839 | $290.0K | 0.01% | −2,000−29.2% | Reduced |
| Legal Advantage Investments, Inc. | 4,800 | $288.0K | 0.20% | 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 |
| 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 |
| 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 |
| Huber Capital Management LLC | 4,700 | $282.0K | 0.07% | 00.0% | Unchanged |
| Keel Point, LLC | 4,664 | $279.0K | 0.03% | −1,051−18.4% | Reduced |
| XR Securities LLC | 4,648 | $278.0K | 0.23% | −12,241−72.5% | Reduced |
| New York State Common Retirement Fund | 4,622 | $277.0K | 0.00% | +1,859+67.3% | Added |
| Lindbrook Capital, LLC | 4,584 | $275.0K | 0.06% | +132+3.0% | Added |
| Private Capital Group, LLC | 4,569 | $274.0K | 0.06% | +13+0.3% | Added |
| MPS Loria Financial Planners, LLC | 4,551 | $273.0K | 0.13% | −795−14.9% | Reduced |
| Transcend Wealth Collective, LLC | 4,537 | $271.0K | 0.04% | −2,388−34.5% | Reduced |
| Assetmark, Inc | 4,469 | $268.0K | 0.00% | +777+21.0% | Added |
| MAI Capital Management | 4,476 | $268.0K | 0.01% | +4,476 | New |
| WCM Investment Management, LLC | 4,409 | $264.0K | 0.00% | +4,409 | New |
| Kovack Advisors, Inc. | 4,393 | $263.0K | 0.03% | +100+2.3% | Added |
| 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 |
| Equitable Trust Co | 4,299 | $258.0K | 0.02% | −10.0% | Reduced |
| Bedel Financial Consulting, Inc. | 4,285 | $257.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Ground Swell Capital, LLC | 4,159 | $249.0K | 1.35% | +4,159 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,121 | $247.0K | 0.05% | +841+25.6% | Added |
| Sandy Spring Bank | 4,062 | $244.0K | 0.01% | −100−2.4% | Reduced |
| 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 |
| Smithfield Trust Co | 4,049 | $242.0K | 0.02% | 00.0% | Unchanged |
| Centric Wealth Management | 4,035 | $242.0K | 0.08% | +4,035 | New |
| Credit Agricole S A | 4,000 | $240.0K | 0.01% | −200−4.8% | Reduced |
| Haverford Trust Co | 3,990 | $239.0K | 0.00% | −1,000−20.0% | Reduced |
| Joel Isaacson & Co., LLC | 3,970 | $238.0K | 0.02% | +3,970 | 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 |
| Diversified, LLC | 3,925 | $235.0K | 0.13% | +3,925 | New |
| Kendall Capital Management | 3,885 | $233.0K | 0.13% | +3,885 | New |
| Segall Bryant & Hamill, LLC | 3,873 | $232.0K | 0.00% | −23,180−85.7% | Reduced |
| 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 |
| J.W. Cole Advisors, Inc. | 3,837 | $230.0K | 0.02% | +3,837 | New |
| Crescent Capital Consulting, LLC | 3,801 | $228.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Wealth Dimensions Group, Ltd. | 3,756 | $225.0K | 0.15% | +3,756 | New |
| IFP Advisors, Inc | 3,697 | $223.0K | 0.00% | −1,563−29.7% | Reduced |
| 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 |
| NinePointTwo Capital | 3,627 | $217.0K | 0.08% | +3,627 | New |
| CWA Asset Management Group, LLC | 3,583 | $216.0K | 0.02% | +3,583 | New |
| Huntington National Bank | 3,567 | $214.0K | 0.00% | −619−14.8% | Reduced |
| Lyell Wealth Management, LP | 3,531 | $212.0K | 0.03% | +3,531 | New |
| Wexford Capital LP | 3,500 | $210.0K | 0.03% | +3,500 | New |
| Financial Architects, Inc | 3,465 | $208.0K | 0.03% | +3,465 | 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 |
| Bellwether Advisors, LLC | 3,380 | $202.0K | 0.07% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,376 | $202.0K | 0.04% | +3,376 | New |
| Hudock, Inc. | 3,366 | $201.0K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3,118 | $187.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,042 | $182.0K | 0.00% | −2,931−49.1% | Reduced |
| 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 |
| 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 |
| Close Asset Management Ltd | 2,460 | $147.0K | 0.01% | +60+2.5% | Added |
| Centiva Capital, LP | 2,395 | $143.0K | 0.01% | +2,395 | New |
| Ancora Advisors, LLC | 2,300 | $138.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,209 | $132.0K | 0.00% | +2,209 | New |
| tru Independence LLC | 2,150 | $129.0K | 0.04% | +2,150 | New |
| Halpern Financial, Inc. | 2,077 | $124.4K | 0.06% | +170+8.9% | Added |
| Garde Capital, Inc. | 2,066 | $124.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,059 | $123.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 2,000 | $121.0K | 0.06% | −600−23.1% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 2,000 | $120.0K | 0.11% | 00.0% | Unchanged |