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 |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 2,105 | $126.4K | 0.01% | +2,105 | New |
| Stonebridge Financial Planning Group, LLC | 2,000 | $128.0K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,196 | $132.0K | 0.00% | −104−4.5% | Reduced |
| Berman Capital Advisors, LLC | 2,247 | $134.0K | 0.02% | +400+21.7% | Added |
| Close Asset Management Ltd | 2,460 | $148.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,523 | $152.0K | 0.01% | +1,993+376.0% | Added |
| Schroder Investment Management Group | 1,333 | $160.0K | 0.00% | +537+67.5% | Added |
| Central Bank & Trust Co | 2,834 | $170.0K | 0.03% | +84+3.1% | Added |
| Consolidated Planning Corp | 2,878 | $173.0K | 0.11% | +2,878 | New |
| Allworth Financial LP | 2,913 | $175.0K | 0.00% | +2,086+252.2% | Added |
| Kings Point Capital Management | 2,940 | $177.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 3,006 | $180.0K | 0.01% | +65+2.2% | Added |
| Sutton Wealth Advisors Inc. | 3,052 | $183.3K | 0.07% | +2,200+258.2% | Added |
| IFP Advisors, Inc | 3,092 | $187.0K | 0.00% | −605−16.4% | Reduced |
| JNBA Financial Advisors | 3,118 | $187.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,292 | $198.0K | 0.01% | +2,888+714.9% | Added |
| Community Bank & Trust, Waco, Texas | 3,332 | $200.0K | 0.07% | +3,332 | New |
| Souders Financial Advisors | 3,355 | $201.0K | 0.06% | +3,355 | New |
| Avestar Capital, LLC | 3,376 | $203.0K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,412 | $205.0K | 0.01% | −650−16.0% | Reduced |
| Mid Atlantic Financial Management Inc | 3,417 | $205.0K | 0.01% | +3,417 | New |
| Financial Architects, Inc | 3,468 | $208.0K | 0.03% | +3+0.1% | Added |
| Orion Portfolio Solutions, LLC | 3,486 | $209.0K | 0.01% | +3,486 | New |
| Huber Capital Management LLC | 3,500 | $210.0K | 0.05% | −1,200−25.5% | Reduced |
| Bellwether Advisors, LLC | 3,541 | $212.0K | 0.07% | +161+4.8% | Added |
| Nwam LLC | 3,528 | $212.0K | 0.02% | +3,528 | New |
| Karp Capital Management Corp | 3,563 | $214.0K | 0.03% | −1,450−28.9% | Reduced |
| Canal Capital Management, LLC | 3,599 | $216.0K | 0.06% | −87−2.4% | Reduced |
| Summit Trail Advisors, LLC | 3,598 | $216.0K | 0.02% | +3,598 | New |
| NinePointTwo Capital | 3,627 | $217.0K | 0.08% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,610 | $217.0K | 0.01% | +3,610 | New |
| CWA Asset Management Group, LLC | 3,636 | $218.0K | 0.02% | +53+1.5% | Added |
| Botty Investors LLC | 3,622 | $218.0K | 0.07% | +3,622 | New |
| Brookstone Capital Management | 3,651 | $221.0K | 0.00% | −2,003−35.4% | Reduced |
| Wolverine Asset Management LLC | 3,743 | $224.0K | 0.00% | +3,743 | New |
| Hudock, Inc. | 3,755 | $225.0K | 0.07% | +389+11.6% | Added |
| Principle Wealth Partners LLC | 3,751 | $225.0K | 0.03% | +3,751 | New |
| Apollon Wealth Management, LLC | 3,786 | $227.0K | 0.03% | +3,786 | New |
| Crescent Capital Consulting, LLC | 3,801 | $228.0K | 0.04% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 3,797 | $228.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 3,795 | $228.0K | 0.01% | +2,295+153.0% | Added |
| Wealth Dimensions Group, Ltd. | 3,818 | $229.0K | 0.15% | +62+1.7% | Added |
| Equitable Holdings, Inc. | 3,835 | $230.0K | 0.00% | +3,835 | New |
| Intersect Capital LLC | 3,833 | $230.0K | 0.04% | +3,833 | New |
| XR Securities LLC | 3,852 | $231.0K | 0.21% | −796−17.1% | Reduced |
| Regal Investment Advisors LLC | 3,853 | $231.0K | 0.02% | −110−2.8% | Reduced |
| Prudent Man Advisors, LLC | 3,855 | $232.0K | 0.09% | 00.0% | Unchanged |
| First Manhattan Co | 3,900 | $234.0K | 0.00% | −1,200−23.5% | Reduced |
| Segall Bryant & Hamill, LLC | 3,907 | $234.0K | 0.00% | +34+0.9% | Added |
| Guyasuta Investment Advisors Inc | 3,905 | $235.0K | 0.02% | +460+13.4% | Added |
| Diversified, LLC | 3,941 | $237.0K | 0.13% | +16+0.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,949 | $237.0K | 0.01% | +3,949 | New |
| Fca Corp | 8,000 | $238.0K | 0.07% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,969 | $238.0K | 0.02% | +132+3.4% | Added |
| Independent Solutions Wealth Management, LLC | 3,972 | $238.6K | 0.06% | +3,972 | New |
| Exencial Wealth Advisors, LLC | 3,989 | $240.0K | 0.01% | −795−16.6% | Reduced |
| Kendall Capital Management | 3,991 | $240.0K | 0.13% | +106+2.7% | Added |
| Ergoteles LLC | 3,994 | $240.0K | 0.01% | +3,994 | New |
| Onyx Bridge Wealth Group LLC | 4,070 | $241.0K | 0.09% | +4,070 | New |
| Centric Wealth Management | 4,035 | $242.0K | 0.09% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,028 | $242.0K | 0.04% | +4,028 | New |
| Empirical Finance, LLC | 4,041 | $243.0K | 0.04% | +4,041 | New |
| Northwest Quadrant Wealth Management, LLC | 4,087 | $244.0K | 0.07% | −231−5.3% | Reduced |
| First Financial Bank - Trust Division | 4,058 | $244.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 4,063 | $244.0K | 0.01% | +4,063 | New |
| Five Oceans Advisors | 4,068 | $244.0K | 0.28% | +4,068 | New |
| Proequities, Inc. | 4,081 | $245.0K | 0.01% | +222+5.8% | Added |
| Intellectus Partners, LLC | 4,114 | $247.0K | 0.06% | +4,114 | New |
| Huntington National Bank | 4,164 | $250.0K | 0.00% | +597+16.7% | Added |
| Cohen Lawrence B | 4,168 | $250.0K | 0.13% | +4,168 | New |
| Essex Financial Services, Inc. | 4,218 | $253.0K | 0.03% | +4,218 | New |
| Altus Wealth Management, LLC | 4,243 | $255.0K | 0.16% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 4,257 | $255.0K | 0.03% | +186+4.6% | Added |
| Sequent Asset Management, LLC | 4,248 | $255.0K | 0.15% | +4,248 | New |
| Great Valley Advisor Group, Inc. | 4,268 | $256.0K | 0.02% | −1,679−28.2% | Reduced |
| Perigon Wealth Management, LLC | 4,258 | $256.0K | 0.02% | +4,258 | New |
| Equitable Trust Co | 4,299 | $258.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,300 | $258.0K | 0.09% | +15+0.4% | Added |
| TD Ameritrade Investment Management, LLC | 4,722 | $259.0K | 0.00% | −1,726−26.8% | Reduced |
| Montecito Bank & Trust | 4,364 | $262.0K | 0.05% | +4,364 | New |
| Smithfield Trust Co | 4,436 | $264.0K | 0.02% | +387+9.6% | Added |
| Haverford Trust Co | 4,414 | $265.0K | 0.00% | +424+10.6% | Added |
| Public Employees Retirement Association of Colorado | 4,411 | $265.0K | 0.00% | +4,411 | New |
| Independent Financial Group, LLC | 4,419 | $265.4K | 0.03% | +4,419 | New |
| Gilman Hill Asset Management, LLC | 4,483 | $269.0K | 0.07% | +4,483 | New |
| WCM Investment Management, LLC | 4,493 | $270.0K | 0.00% | +84+1.9% | Added |
| Covenant Asset Management, LLC | 4,507 | $271.0K | 0.08% | +4,507 | New |
| Veracity Capital LLC | 4,522 | $272.0K | 0.12% | +4,522 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,544 | $273.0K | 0.05% | +423+10.3% | Added |
| Financial Advocates Investment Management | 4,554 | $273.0K | 0.02% | +1,111+32.3% | Added |
| MPS Loria Financial Planners, LLC | 4,602 | $276.0K | 0.13% | +51+1.1% | Added |
| DCM Advisors, LLC | 4,700 | $282.0K | 0.11% | −250−5.1% | Reduced |
| Transcend Wealth Collective, LLC | 4,531 | $282.0K | 0.03% | −6−0.1% | Reduced |
| Cadence Bank NA | 4,801 | $288.0K | 0.09% | −490−9.3% | Reduced |
| Legal Advantage Investments, Inc. | 4,800 | $288.0K | 0.19% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,790 | $288.0K | 0.03% | +397+9.0% | Added |
| Great Diamond Partners, LLC | 4,840 | $290.0K | 0.08% | +107+2.3% | Added |
| Procyon Private Wealth Partners, LLC | 4,866 | $292.0K | 0.08% | −72−1.5% | Reduced |
| Barry Investment Advisors, LLC | 4,868 | $292.0K | 0.08% | +16+0.3% | Added |
| Client 1st Advisory Group, LLC | 4,856 | $292.0K | 0.15% | 00.0% | Unchanged |