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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 375 | $23.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 389 | $23.4K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 400 | $24.0K | 0.02% | 00.0% | Unchanged |
| Baillie Gifford & Co | 400 | $24.0K | 0.00% | +400 | New |
| Red Tortoise LLC | 444 | $24.0K | 0.02% | +444 | New |
| MayTech Global Investments, LLC | 424 | $25.0K | 0.01% | +424 | New |
| Adirondack Trust Co | 420 | $26.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 450 | $27.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 444 | $27.0K | 0.00% | +116+35.4% | Added |
| Better Money Decisions, LLC | 486 | $29.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 482 | $29.0K | 0.00% | +41+9.3% | Added |
| Hantz Financial Services, Inc. | 488 | $29.0K | 0.00% | +284+139.2% | Added |
| Compagnie Lombard Odier SCmA | 500 | $30.0K | 0.00% | −300−37.5% | Reduced |
| Corsicana & Co. | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $30.0K | 0.02% | +500 | New |
| Cascade Investment Advisors, Inc. | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 520 | $31.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 512 | $31.0K | 0.01% | +292+132.7% | Added |
| Front Row Advisors LLC | 531 | $32.0K | 0.01% | +18+3.5% | Added |
| Meridian Wealth Partners, LLC | 543 | $32.0K | 0.01% | +543 | New |
| BBVA USA | 550 | $33.0K | 0.00% | +550 | New |
| Glen Eagle Advisors, LLC | 553 | $33.2K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 566 | $34.0K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 596 | $35.0K | 0.00% | −114,404−99.5% | Reduced |
| TSFG, LLC | 588 | $35.0K | 0.01% | +2+0.3% | Added |
| Washington Trust Co | 600 | $36.0K | 0.00% | −185−23.6% | Reduced |
| Resources Management Corp | 600 | $36.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 604 | $36.0K | 0.00% | +10+1.7% | Added |
| AXA S.A. | 607 | $36.0K | 0.00% | +607 | New |
| Emfo, LLC | 600 | $36.0K | 0.03% | +600 | New |
| Bartlett & Co. LLC | 623 | $37.0K | 0.00% | +27+4.5% | Added |
| Brown Brothers Harriman & Co | 617 | $37.0K | 0.00% | +435+239.0% | Added |
| Creative Financial Designs Inc | 615 | $37.0K | 0.01% | +532+641.0% | Added |
| Bartlett & Co. Wealth Management LLC | 623 | $37.4K | 0.00% | +27+4.5% | Added |
| Raffa Wealth Management, LLC | 632 | $38.0K | 0.01% | +77+13.9% | Added |
| TCI Wealth Advisors, Inc. | 645 | $39.0K | 0.01% | +106+19.7% | Added |
| Independence Bank of Kentucky | 660 | $40.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 676 | $40.0K | 0.01% | +4+0.6% | Added |
| M&R Capital Management Inc | 687 | $41.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 703 | $42.0K | 0.03% | +1+0.1% | Added |
| Concord Wealth Partners | 693 | $42.0K | 0.02% | +22+3.3% | Added |
| BDO Wealth Advisors, LLC | 703 | $42.0K | 0.00% | +501+248.0% | Added |
| Evolution Wealth Advisors, LLC | 718 | $43.0K | 0.01% | −1,042−59.2% | Reduced |
| Freedman Financial Associates, Inc. | 733 | $44.0K | 0.03% | +439+149.3% | Added |
| 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 |
| Rosenberg Matthew Hamilton | 777 | $47.0K | 0.02% | +195+33.5% | Added |
| American State Bank (Iowa) | 849 | $51.0K | 0.04% | +849 | New |
| BerganKDV Wealth Management, LLC | 842 | $51.0K | 0.01% | +181+27.4% | Added |
| PSI Advisors, LLC | 847 | $51.0K | 0.02% | +847 | New |
| Endurance Wealth Management, Inc. | 881 | $53.0K | 0.01% | +263+42.6% | Added |
| Bollard Group LLC | 907 | $54.0K | 0.00% | +907 | New |
| Pinnacle Holdings, LLC | 900 | $54.1K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 900 | $54.1K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 921 | $55.0K | 0.02% | +921 | New |
| MUFG Americas Holdings Corp | 940 | $56.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 954 | $57.0K | 0.00% | +954 | New |
| Glassman Wealth Services | 962 | $58.0K | 0.01% | +300+45.3% | Added |
| Baystate Wealth Management LLC | 961 | $58.0K | 0.01% | +961 | New |
| AdvisorNet Financial, Inc | 987 | $59.0K | 0.00% | +161+19.5% | Added |
| Benjamin Edwards Inc | 978 | $59.0K | 0.04% | +678+226.0% | Added |
| NEXT Financial Group, Inc | 979 | $59.0K | 0.00% | +682+229.6% | Added |
| Salem Investment Counselors Inc | 1,000 | $60.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,000 | $60.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 996 | $60.0K | 0.04% | +896+896.0% | Added |
| Security National Trust Co | 1,014 | $61.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,010 | $61.0K | 0.02% | +40+4.1% | Added |
| West Paces Advisors Inc. | 1,025 | $61.6K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,042 | $63.0K | 0.04% | +31+3.1% | Added |
| HC Financial Advisors Inc | 1,075 | $65.0K | 0.04% | +575+115.0% | Added |
| Sugarloaf Wealth Management, LLC | 1,185 | $71.0K | 0.02% | +51+4.5% | Added |
| Guidance Point Advisors, LLC | 1,198 | $71.0K | 0.03% | +1,198 | New |
| Toronto Dominion Bank | 1,200 | $72.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,227 | $74.0K | 0.05% | −160−11.5% | Reduced |
| Lee Financial Co | 1,246 | $74.0K | 0.02% | +32+2.6% | Added |
| Artemis Wealth Advisors, LLC | 1,281 | $77.0K | 0.01% | +10+0.8% | Added |
| Focused Wealth Management, Inc | 1,399 | $84.0K | 0.01% | +2+0.1% | Added |
| Tradition Wealth Management, LLC | 1,400 | $84.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,399 | $84.0K | 0.06% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 1,400 | $84.1K | 0.05% | −200−12.5% | Reduced |
| Optimum Investment Advisors | 1,412 | $85.0K | 0.04% | +212+17.7% | Added |
| Fieldpoint Private Securities, LLC | 1,425 | $86.0K | 0.02% | +257+22.0% | Added |
| Halpern Financial, Inc. | 1,445 | $86.8K | 0.04% | −632−30.4% | Reduced |
| Kozak & Associates, Inc. | 1,460 | $87.0K | 0.05% | +1,460 | New |
| McIlrath & Eck, LLC | 1,457 | $88.0K | 0.03% | +1,169+405.9% | Added |
| Valley National Advisers Inc | 1,474 | $89.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,550 | $92.0K | 0.00% | +125+8.8% | Added |
| Banque Cantonale Vaudoise | 1,548 | $93.0K | 0.00% | +278+21.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,574 | $95.0K | 0.00% | +258+19.6% | Added |
| Blueprint Investment Partners LLC | 1,668 | $100.0K | 0.05% | +1,668 | New |
| Johnson Financial Group, Inc. | 1,678 | $101.0K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,722 | $103.0K | 0.15% | 00.0% | Unchanged |
| First Financial Corp | 1,760 | $106.0K | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,814 | $109.0K | 0.01% | +814+81.4% | Added |
| Crewe Advisors LLC | 1,874 | $113.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,037 | $122.0K | 0.01% | −725−26.2% | Reduced |
| Evoke Wealth, LLC | 2,064 | $124.0K | 0.00% | +5+0.2% | Added |
| Garde Capital, Inc. | 2,081 | $125.0K | 0.01% | +15+0.7% | Added |