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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 4,877 | $293.0K | 0.01% | +4,877 | New |
| Grimes & Company, Inc. | 4,901 | $294.0K | 0.01% | +62+1.3% | Added |
| Joel Isaacson & Co., LLC | 4,925 | $296.0K | 0.02% | +955+24.1% | Added |
| Allstate Corp | 4,924 | $296.0K | 0.01% | +4,924 | New |
| Rehmann Capital Advisory Group | 4,943 | $296.9K | 0.03% | +4,943 | New |
| Keudell/Morrison Wealth Management | 4,948 | $297.0K | 0.13% | −3−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 4,979 | $298.5K | 0.00% | +4,979 | New |
| Westover Capital Advisors, LLC | 4,979 | $299.0K | 0.09% | +226+4.8% | Added |
| Bremer Bank National Association | 4,984 | $299.0K | 0.06% | +4,984 | New |
| Hendley & Co Inc | 5,000 | $300.0K | 0.10% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,036 | $302.0K | 0.07% | +1,240+32.7% | Added |
| Beacon Pointe Advisors, LLC | 5,042 | $303.0K | 0.01% | −96−1.9% | Reduced |
| FRG Family Wealth Advisors LLC | 5,050 | $303.0K | 0.06% | 00.0% | Unchanged |
| Trust Co of Vermont | 5,050 | $303.0K | 0.02% | +1,100+27.8% | Added |
| Teacher Retirement System of Texas | 5,053 | $303.0K | 0.00% | +5,053 | New |
| Arkadios Wealth Advisors | 5,091 | $305.0K | 0.04% | +4,471+721.1% | Added |
| Kore Private Wealth LLC | 5,079 | $305.0K | 0.03% | +5,079 | New |
| Old National Bancorp | 5,092 | $306.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,101 | $306.0K | 0.08% | +517+11.3% | Added |
| Fifth Third Bancorp | 5,097 | $306.0K | 0.00% | +2,055+67.6% | Added |
| Crescent Grove Advisors, LLC | 5,186 | $311.0K | 0.03% | +5,186 | New |
| Advisors Management Group Inc | 5,191 | $312.0K | 0.10% | −327−5.9% | Reduced |
| XML Financial, LLC | 5,248 | $315.0K | 0.04% | +5,248 | New |
| Mission Wealth Management, LP | 5,349 | $321.0K | 0.02% | +1,008+23.2% | Added |
| Fulton Bank, N.A. | 5,359 | $322.0K | 0.02% | +5,359 | New |
| Hennion & Walsh Asset Management, Inc. | 5,400 | $324.0K | 0.02% | −13,616−71.6% | Reduced |
| Tru Independence Asset Management 2, LLC | 5,398 | $324.0K | 0.23% | −984−15.4% | Reduced |
| Boston Trust Walden Corp | 5,400 | $324.0K | 0.00% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 5,437 | $328.0K | 0.22% | −317−5.5% | Reduced |
| Keel Point, LLC | 5,463 | $328.0K | 0.05% | +799+17.1% | Added |
| Argent Trust Co | 5,478 | $329.0K | 0.02% | −4−0.1% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 5,482 | $329.0K | 0.07% | +218+4.1% | Added |
| Monetary Management Group Inc | 5,500 | $330.0K | 0.09% | 00.0% | Unchanged |
| Quest Capital Management Inc | 5,490 | $330.0K | 0.06% | +569+11.6% | Added |
| Whittier Trust Co of Nevada Inc | 5,531 | $332.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 5,530 | $332.0K | 0.01% | +1,530+38.3% | Added |
| Two Sigma Securities, LLC | 5,552 | $333.0K | 0.07% | −1,718−23.6% | Reduced |
| RMB Capital Management, LLC | 5,545 | $333.0K | 0.01% | +760+15.9% | Added |
| Comerica Securities,inc. | 5,553 | $334.0K | 0.02% | −116−2.0% | Reduced |
| Angeles Investment Advisors, LLC | 5,589 | $336.0K | 0.02% | +5,589 | New |
| First Heartland Consultants, Inc. | 5,615 | $337.0K | 0.05% | +5,615 | New |
| Inscription Capital, LLC | 5,682 | $341.0K | 0.11% | +5,682 | New |
| GPS Wealth Strategies Group, LLC | 5,710 | $343.0K | 0.08% | +911+19.0% | Added |
| Tranquility Partners, LLC | 5,735 | $344.0K | 0.17% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,800 | $348.0K | 0.08% | −16,500−74.0% | Reduced |
| New York State Common Retirement Fund | 5,871 | $353.0K | 0.00% | +1,249+27.0% | Added |
| Northwest Bancshares, Inc. | 5,899 | $354.0K | 0.08% | −224−3.7% | Reduced |
| Clean Yield Group | 5,900 | $354.0K | 0.13% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,891 | $354.0K | 0.03% | +429+7.9% | Added |
| Balentine LLC | 5,913 | $355.0K | 0.01% | −225−3.7% | Reduced |
| Baldwin Investment Management, LLC | 5,906 | $355.0K | 0.06% | +50+0.9% | Added |
| McKinley Carter Wealth Services, Inc. | 5,910 | $355.0K | 0.03% | +5,910 | New |
| Simmons Bank | 5,909 | $355.0K | 0.03% | +5,909 | New |
| Homrich & Berg | 5,943 | $357.0K | 0.01% | +1,020+20.7% | Added |
| NTV Asset Management LLC | 6,000 | $360.0K | 0.06% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 6,009 | $361.0K | 0.07% | 00.0% | Unchanged |
| Prospector Partners LLC | 6,060 | $364.0K | 0.05% | 00.0% | Unchanged |
| Glenview Trust Co | 6,172 | $371.0K | 0.01% | +6,172 | New |
| Banco BTG Pactual S.A. | 6,200 | $372.0K | 0.16% | +200+3.3% | Added |
| Jag Capital Management, LLC | 6,276 | $377.0K | 0.03% | −664−9.6% | Reduced |
| Boston Private Wealth LLC | 6,290 | $378.0K | 0.00% | +103+1.7% | Added |
| SFMG, LLC | 6,345 | $381.0K | 0.04% | +1,354+27.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 6,353 | $382.0K | 0.14% | +122+2.0% | Added |
| Buckingham Strategic Wealth, LLC | 6,431 | $386.0K | 0.01% | +1,178+22.4% | Added |
| Flaharty Asset Management, LLC | 6,480 | $389.0K | 0.08% | +6,480 | New |
| Doyle Wealth Management | 6,497 | $390.0K | 0.03% | −123−1.9% | Reduced |
| Hancock Whitney Corp | 6,493 | $390.0K | 0.01% | +465+7.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,513 | $391.0K | 0.17% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 6,513 | $391.0K | 0.06% | +718+12.4% | Added |
| Private Capital Group, LLC | 6,511 | $391.0K | 0.09% | +1,942+42.5% | Added |
| Princeton Global Asset Management LLC | 6,577 | $395.0K | 0.12% | 00.0% | Unchanged |
| Investors Research Corp | 6,644 | $399.0K | 0.13% | +644+10.7% | Added |
| Cordasco Financial Network | 6,668 | $400.0K | 0.27% | 00.0% | Unchanged |
| MAI Capital Management | 6,667 | $400.0K | 0.01% | +2,191+48.9% | Added |
| Wealthcare Advisory Partners LLC | 6,676 | $401.0K | 0.03% | +1,740+35.3% | Added |
| Good Life Advisors, LLC | 6,682 | $401.0K | 0.05% | +6,682 | New |
| 180 Wealth Advisors, LLC | 6,696 | $403.0K | 0.09% | +266+4.1% | Added |
| Independent Advisor Alliance | 6,846 | $411.0K | 0.02% | +1,359+24.8% | Added |
| Wesbanco Bank Inc | 6,920 | $416.0K | 0.02% | +366+5.6% | Added |
| Centaurus Financial, Inc. | 6,972 | $419.0K | 0.04% | −363−4.9% | Reduced |
| PDS Planning, Inc | 7,049 | $423.0K | 0.10% | +1,345+23.6% | Added |
| Westside Investment Management, Inc. | 7,083 | $425.0K | 0.00% | +1,498+26.8% | Added |
| Garner Asset Management Corp | 7,105 | $427.0K | 0.20% | −20−0.3% | Reduced |
| Fruth Investment Management | 7,146 | $429.0K | 0.13% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 7,158 | $430.0K | 0.02% | −80−1.1% | Reduced |
| Kingsview Wealth Management, LLC | 7,168 | $431.0K | 0.02% | +176+2.5% | Added |
| Marcum Wealth, LLC | 7,183 | $431.0K | 0.07% | +3,494+94.7% | Added |
| Stevard, LLC | 7,248 | $435.0K | 0.34% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 7,300 | $438.0K | 0.07% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,285 | $438.0K | 0.01% | +1,207+19.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 7,319 | $440.0K | 0.32% | +200+2.8% | Added |
| NorthRock Partners, LLC | 7,401 | $444.0K | 0.04% | +941+14.6% | Added |
| Camelot Portfolios, LLC | 7,428 | $446.0K | 0.23% | +7,428 | New |
| Cozad Asset Management Inc | 7,528 | $452.0K | 0.07% | +69+0.9% | Added |
| Jacobi Capital Management LLC | 7,555 | $454.0K | 0.06% | −297−3.8% | Reduced |
| Henry James International Management, Inc. | 7,587 | $456.0K | 0.14% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 7,687 | $462.0K | 0.00% | −293−3.7% | Reduced |
| SPC Financial, Inc. | 7,700 | $462.0K | 0.06% | +7,700 | New |
| Advisory Services Network, LLC | 7,771 | $467.0K | 0.01% | +1,006+14.9% | Added |
| Andesa Financial Management Inc. | 7,803 | $468.0K | 0.25% | +7,803 | New |