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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, Q3 2021

Institutional positions in AstraZeneca PLC as of Sep 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
911
+149 vs. Q2 2021
Shares held
518.0M
+83.4M (+19.2%) vs. Q2 2021
Total value
$31.1B
+$5.08B (+19.5%) vs. Q2 2021
New holders
198
422 more added
Sold out
49
154 more reduced

10 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 911 institutions
Q1 2021: 757 institutionsQ2 2021: 772 institutionsQ3 2021: 911 institutionsQ4 2021: 952 institutionsQ1 2022: 984 institutionsQ2 2022: 1,019 institutionsQ3 2022: 968 institutionsQ4 2022: 1,063 institutionsQ1 2023: 1,057 institutionsQ2 2023: 1,093 institutionsQ3 2023: 1,075 institutionsQ4 2023: 1,131 institutionsQ1 2024: 1,141 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,230 institutionsQ4 2024: 1,222 institutionsQ1 2025: 1,251 institutionsQ2 2025: 1,223 institutionsQ3 2025: 1,292 institutionsQ4 2025: 1,410 institutionsQ1 2026: 1,389 institutionsQ2 2026: 1,511 institutions
Value heldQ3 2021: $31.1B
Q1 2021: $20.4BQ2 2021: $26.1BQ3 2021: $31.1BQ4 2021: $29.4BQ1 2022: $34.3BQ2 2022: $34.9BQ3 2022: $28.3BQ4 2022: $34.2BQ1 2023: $35.0BQ2 2023: $35.4BQ3 2023: $33.7BQ4 2023: $33.2BQ1 2024: $33.8BQ2 2024: $39.0BQ3 2024: $39.1BQ4 2024: $33.7BQ1 2025: $37.0BQ2 2025: $34.7BQ3 2025: $37.9BQ4 2025: $46.4BQ1 2026: $148.4BQ2 2026: $151.3B
Institutions holding AZN and their total value by quarter
QuarterHoldersValue
Q2 20261,511$151.3B
Q1 20261,389$148.4B
Q4 20251,410$46.4B
Q3 20251,292$37.9B
Q2 20251,223$34.7B
Q1 20251,251$37.0B
Q4 20241,222$33.7B
Q3 20241,230$39.1B
Q2 20241,213$39.0B
Q1 20241,141$33.8B
Q4 20231,131$33.2B
Q3 20231,075$33.7B
Q2 20231,093$35.4B
Q1 20231,057$35.0B
Q4 20221,063$34.2B
Q3 2022968$28.3B
Q2 20221,019$34.9B
Q1 2022984$34.3B
Q4 2021952$29.4B
Q3 2021911$31.1B
Q2 2021772$26.1B
Q1 2021757$20.4B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q2 2021.

Institutions holding AZN in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sterling Investment Advisors, Ltd.5$00.00%00.0%Unchanged
California State Teachers Retirement System1$00.00%+1New
State of Wyoming1$00.00%+1New
Metropolitan Life Insurance Co0$250.00%0New
E. Ohman J:or Asset Management AB1$600.00%+1New
Global Financial Private Client, LLC8$4770.00%+8New
SRS Capital Advisors, Inc.11$1.00K0.00%−43−79.6%Reduced
North Star Investment Management Corp.20$1.00K0.00%00.0%Unchanged
Solstein Capital, LLC19$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC15$1.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.15$1.00K0.00%+14+1,400.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC19$1.00K0.00%+19New
Retirement Group, LLC10$1.00K0.00%+10New
Avion Wealth16$1.00K0.00%+16New
TFC Financial Management10$1.00K0.00%+10New
Financial Perspectives, Inc20$1.17K0.00%−6,149−99.7%Reduced
Ameritas Investment Partners, Inc.39$2.00K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich40$2.00K0.00%+7+21.2%Added
MV Capital Management, Inc.27$2.00K0.00%00.0%Unchanged
Addison Advisors LLC33$2.00K0.00%+16+94.1%Added
Versant Capital Management, Inc25$2.00K0.00%+25New
Heritage Wealth Management, LLC31$2.00K0.00%+31New
Kelly Financial Services LLC35$2.13K0.00%−2,082−98.3%Reduced
First Bank & Trust53$3.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA55$3.00K0.00%00.0%Unchanged
Larson Financial Group LLC44$3.00K0.00%+1+2.3%Added
Burleson & Company, LLC52$3.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd66$3.00K0.00%+66New
Kowal Investment Group, LLC53$3.00K0.00%+53New
Duncker Streett & Co Inc65$4.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust72$4.00K0.00%+72New
Walled Lake Planning & Wealth Management, LLC59$4.00K0.00%+59New
RWM Asset Management, LLC59$4.00K0.00%+59New
Piscataqua Savings Bank70$4.00K0.00%+70New
Parallax Volatility Advisers, L.P.77$5.00K0.00%−23,370−99.7%Reduced
Cranbrook Wealth Management, LLC82$5.00K0.00%+82New
Coastal Capital Group, Inc.76$5.00K0.00%+76New
Jackson Wealth Management, LLC24,766$6.00K0.07%+607+2.5%Added
Kistler-Tiffany Companies, LLC100$6.00K0.00%−921−90.2%Reduced
Mark Sheptoff Financial Planning, LLC100$6.00K0.00%−500−83.3%Reduced
Atlas Private Wealth Advisors103$6.00K0.00%−346−77.1%Reduced
Delta Asset Management LLC100$6.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC100$6.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC98$6.00K0.00%+43+78.2%Added
Norway Savings Bank100$6.00K0.00%+100New
Gs Investments, Inc.100$6.00K0.00%+100New
Bell Investment Advisors, Inc104$6.00K0.00%+104New
Carmichael Hill & Associates, Inc.123$7.00K0.00%+23+23.0%Added
Leelyn Smith, LLC117$7.00K0.00%+117New
Systematic Alpha Investments, LLC108$7.00K0.00%+108New
Thomas J. Herzfeld Advisors, Inc.135$8.00K0.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund140$8.00K0.00%+140New
Enterprise Financial Services Corp152$9.00K0.00%−1,166−88.5%Reduced
Peoples Financial Services Corp.150$9.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC151$9.00K0.00%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC157$9.00K0.00%+114+265.1%Added
Barrett Asset Management, LLC150$9.00K0.00%+150New
Cahill Financial Advisors Inc155$9.00K0.00%+155New
Stuart Chaussee & Associates, Inc.165$10.0K0.02%00.0%Unchanged
Total Clarity Wealth Management, Inc.169$10.0K0.00%+169New
Lenox Wealth Advisors, LLC177$11.0K0.00%00.0%Unchanged
Wealth Quarterback LLC177$11.0K0.01%+1+0.6%Added
Atwood & Palmer Inc200$12.0K0.00%00.0%Unchanged
Bellevue Asset Management, LLC100$12.0K0.01%00.0%Unchanged
Sterling Financial Planning, Inc.200$12.0K0.01%00.0%Unchanged
Archer Investment Corp200$12.0K0.00%00.0%Unchanged
Earnest Partners LLC210$13.0K0.00%+210New
SOA Wealth Advisors, LLC.244$14.0K0.00%−246−50.2%Reduced
Tortoise Investment Management, LLC228$14.0K0.00%00.0%Unchanged
Agf Investments Inc.238$14.0K0.00%+30+14.4%Added
Capital Analysts, LLC257$15.0K0.00%−42−14.0%Reduced
HM Payson & Co253$15.0K0.00%00.0%Unchanged
Gables Capital Management Inc.250$15.0K0.01%00.0%Unchanged
Webster Bank, N. A.254$15.0K0.00%+254New
West Oak Capital, LLC265$16.0K0.01%00.0%Unchanged
Old North State Trust, LLC261$16.0K0.01%00.0%Unchanged
Aspire Private Capital, LLC262$16.0K0.01%+54+26.0%Added
Liberty Wealth Management LLC262$16.0K0.01%+70+36.5%Added
RPG Investment Advisory, LLC265$16.0K0.00%+265New
Mascoma Wealth Management LLC264$16.0K0.01%+264New
Accel Wealth Management290$17.0K0.01%−56−16.2%Reduced
Prestige Wealth Management Group LLC275$17.0K0.00%+25+10.0%Added
Column Capital Advisors, LLC286$17.0K0.00%+49+20.7%Added
TCTC Holdings, LLC300$18.0K0.00%00.0%Unchanged
Vectors Research Management, LLC300$18.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC297$18.0K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.306$18.0K0.01%+2+0.7%Added
Old Second National Bank of Aurora300$18.0K0.00%+100+50.0%Added
Antonetti Capital Management LLC300$18.0K0.01%+300New
Financial Management Professionals, Inc.310$19.0K0.00%+83+36.6%Added
Tompkins Financial Corp324$19.0K0.00%+324New
Eagle Bay Advisors LLC302$19.0K0.01%+302New
Country Trust Bank347$21.0K0.00%−61−15.0%Reduced
Harbor Investment Advisory, LLC346$21.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC346$21.0K0.01%00.0%Unchanged
Pacific Center for Financial Services350$21.0K0.01%00.0%Unchanged
D'Orazio & Associates, Inc.347$21.0K0.01%+347New
FinTrust Capital Advisors, LLC360$22.0K0.01%+126+53.8%Added
Ogorek Anthony Joseph384$23.0K0.01%00.0%Unchanged
Albion Financial Group386$23.0K0.00%00.0%Unchanged