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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 1,874 | $112.0K | 0.03% | −255−12.0% | Reduced |
| Berman Capital Advisors, LLC | 1,847 | $110.0K | 0.02% | −9−0.5% | Reduced |
| 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 |
| Dougherty Wealth Advisers LLC | 1,722 | $103.0K | 0.15% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,678 | $101.0K | 0.01% | +12+0.7% | Added |
| Baron Financial Group, LLC | 1,600 | $95.8K | 0.06% | 00.0% | Unchanged |
| Covington Capital Management | 1,500 | $90.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,474 | $88.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Pacitti Group Inc. | 1,387 | $83.0K | 0.05% | −10,329−88.2% | Reduced |
| WealthShield Partners, LLC | 1,368 | $82.0K | 0.01% | −180−11.6% | 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 |
| Global Retirement Partners, LLC | 1,299 | $78.0K | 0.01% | −914−41.3% | Reduced |
| 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 |
| Parisi Gray Wealth Management | 1,242 | $74.0K | 0.03% | +1,242 | New |
| Lee Financial Co | 1,214 | $73.0K | 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 |
| Sugarloaf Wealth Management, LLC | 1,134 | $68.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,168 | $66.0K | 0.01% | +113+10.7% | Added |
| West Paces Advisors Inc. | 1,025 | $61.4K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| JJJ Advisors Inc. | 970 | $58.0K | 0.02% | +4+0.4% | Added |
| MUFG Americas Holdings Corp | 940 | $56.0K | 0.00% | −890−48.6% | Reduced |
| Pinnacle Holdings, LLC | 900 | $53.9K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 900 | $53.9K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 852 | $51.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 827 | $50.0K | 0.00% | +26+3.2% | Added |
| AdvisorNet Financial, Inc | 826 | $49.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 800 | $48.0K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 796 | $48.0K | 0.00% | +796 | New |
| Washington Trust Co | 785 | $47.0K | 0.00% | −500−38.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 768 | $46.0K | 0.02% | 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 |
| IronBridge Private Wealth, LLC | 702 | $42.0K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 687 | $41.0K | 0.01% | 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 |
| Oakworth Capital, Inc. | 644 | $39.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 618 | $37.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 620 | $37.0K | 0.00% | +52+9.2% | Added |
| 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 |
| Bartlett & Co. Wealth Management LLC | 596 | $35.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 555 | $33.2K | 0.01% | +26+4.9% | Added |
| Glen Eagle Advisors, LLC | 553 | $33.1K | 0.01% | 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 |
| Roble, Belko & Company, Inc | 520 | $31.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 528 | $31.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cascade Investment Advisors, Inc. | 500 | $29.9K | 0.02% | −100−16.7% | Reduced |
| 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 |
| 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 |
| Activest Wealth Management | 442 | $26.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 441 | $26.0K | 0.00% | +113+34.5% | Added |
| Adirondack Trust Co | 420 | $25.0K | 0.01% | −55−11.6% | Reduced |
| 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 |
| Anchor Investment Management, LLC | 389 | $23.3K | 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 |
| Laurel Wealth Advisors LLC | 375 | $22.0K | 0.00% | 00.0% | Unchanged |
| 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 |