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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 7,818 | $470.0K | 0.02% | +645+9.0% | Added |
| BSW Wealth Partners | 7,846 | $471.0K | 0.13% | +781+11.1% | Added |
| Global Retirement Partners, LLC | 7,862 | $472.0K | 0.05% | +6,563+505.2% | Added |
| Geller Advisors LLC | 7,888 | $474.0K | 0.10% | +1,118+16.5% | Added |
| Roberts Glore & Co Inc | 7,940 | $477.0K | 0.14% | +7,940 | New |
| Ar Asset Management Inc | 8,000 | $480.0K | 0.13% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 8,116 | $487.0K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 8,102 | $487.0K | 0.01% | +915+12.7% | Added |
| Flagship Harbor Advisors, LLC | 8,140 | $488.0K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 8,131 | $488.3K | 0.01% | −3,044−27.2% | Reduced |
| RB Capital Management, LLC | 8,146 | $489.0K | 0.18% | +50+0.6% | Added |
| Philadelphia Trust Co | 8,146 | $489.0K | 0.04% | +8,146 | New |
| ETF Managers Group, LLC | 8,436 | $503.0K | 0.01% | +2,036+31.8% | Added |
| Bray Capital Advisors | 8,500 | $511.0K | 0.13% | 00.0% | Unchanged |
| Cowa, LLC | 8,520 | $512.0K | 0.29% | −450−5.0% | Reduced |
| CAPROCK Group, Inc. | 8,554 | $514.0K | 0.05% | +2,438+39.9% | Added |
| Capital Investment Advisory Services, LLC | 8,699 | $522.0K | 0.07% | −7,009−44.6% | Reduced |
| Archford Capital Strategies, LLC | 8,698 | $522.0K | 0.12% | +40.0% | Added |
| MBM Wealth Consultants, LLC | 8,814 | $529.0K | 0.24% | +8,814 | New |
| Garrison Asset Management, LLC | 8,860 | $532.0K | 0.32% | −115−1.3% | Reduced |
| Dowling & Yahnke LLC | 8,863 | $532.0K | 0.03% | +372+4.4% | Added |
| Key Financial Inc | 8,912 | $535.0K | 0.30% | +47+0.5% | Added |
| Veritable, L.P. | 8,920 | $536.0K | 0.01% | +3,703+71.0% | Added |
| Koss-Olinger Consulting, LLC | 8,949 | $537.0K | 0.09% | −3,479−28.0% | Reduced |
| JB Capital LLC | 8,939 | $537.0K | 0.07% | +8,939 | New |
| Principal Street Partners, LLC | 8,982 | $539.0K | 0.15% | +2,644+41.7% | Added |
| EP Wealth Advisors, LLC | 8,999 | $540.0K | 0.01% | +1,978+28.2% | Added |
| Clarius Group, LLC | 9,019 | $542.0K | 0.05% | +2,904+47.5% | Added |
| Hills Bank & Trust Co | 9,029 | $542.0K | 0.08% | +9,029 | New |
| BKD Wealth Advisors, LLC | 9,025 | $542.0K | 0.02% | +9,025 | New |
| Sage Rhino Capital LLC | 9,078 | $545.0K | 0.17% | +857+10.4% | Added |
| Meristem Family Wealth, LLC | 9,370 | $563.0K | 0.05% | +9,370 | New |
| Cohen Investment Advisors LLC | 9,410 | $565.0K | 0.43% | +32+0.3% | Added |
| Tower Bridge Advisors | 9,422 | $565.9K | 0.04% | +9,422 | New |
| Full Sail Capital, LLC | 9,496 | $571.0K | 0.05% | 00.0% | Unchanged |
| Intrust Bank NA | 9,530 | $572.0K | 0.08% | +4,027+73.2% | Added |
| Covenant Partners, LLC | 9,535 | $573.0K | 0.23% | +9,535 | New |
| Fiduciary Trust Co | 9,606 | $577.0K | 0.01% | +1,325+16.0% | Added |
| Coastline Trust Co | 9,724 | $584.0K | 0.07% | −210−2.1% | Reduced |
| Spire Wealth Management | 9,793 | $588.0K | 0.02% | +88+0.9% | Added |
| Knowledge Leaders Capital, LLC | 9,792 | $588.0K | 0.47% | +9,792 | New |
| Valeo Financial Advisors, LLC | 9,792 | $588.0K | 0.03% | +9,792 | New |
| Stonnington Group, LLC | 9,873 | $598.0K | 0.13% | +3,773+61.9% | Added |
| Moors & Cabot, Inc. | 9,995 | $600.0K | 0.04% | −365−3.5% | Reduced |
| Courier Capital LLC | 10,017 | $602.0K | 0.06% | +80+0.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,074 | $605.0K | 0.00% | +10,074 | New |
| Gradient Investments LLC | 10,086 | $606.0K | 0.02% | −403−3.8% | Reduced |
| Mutual Advisors, LLC | 10,085 | $606.0K | 0.04% | +1,841+22.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,098 | $606.0K | 0.00% | +10,098 | New |
| Affinity Wealth Management LLC | 10,097 | $608.0K | 0.12% | +4,097+68.3% | Added |
| Evergreen Capital Management LLC | 10,157 | $610.0K | 0.03% | +1,764+21.0% | Added |
| Snowden Capital Advisors LLC | 10,193 | $612.2K | 0.03% | +69+0.7% | Added |
| Quilter Plc | 7,594 | $614.0K | 0.02% | +203+2.7% | Added |
| Kovitz Investment Group Partners, LLC | 10,253 | $616.0K | 0.01% | +10,253 | New |
| IHT Wealth Management, LLC | 10,347 | $621.0K | 0.05% | −4,286−29.3% | Reduced |
| Berkeley Capital Partners, LLC | 10,439 | $627.0K | 0.29% | −162−1.5% | Reduced |
| Meyer Handelman Co | 10,450 | $628.0K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 10,450 | $628.0K | 0.09% | +10,450 | New |
| Berkshire Asset Management LLC | 10,565 | $635.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 10,597 | $636.0K | 0.03% | +10,597 | New |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $638.0K | 0.21% | +10,621 | New |
| Cypress Capital Management LLC | 10,677 | $640.0K | 0.08% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10,686 | $642.0K | 0.06% | +10,042+1,559.3% | Added |
| Altfest L J & Co Inc | 10,729 | $644.0K | 0.13% | +679+6.8% | Added |
| Cedar Brook Financial Partners, LLC | 10,867 | $653.0K | 0.20% | +670+6.6% | Added |
| Lido Advisors, LLC | 11,063 | $664.0K | 0.01% | +11,063 | New |
| Susquehanna International Securities, Ltd. | 11,113 | $667.0K | 0.57% | −26,185−70.2% | Reduced |
| Prospera Financial Services Inc | 11,119 | $668.0K | 0.03% | +4,113+58.7% | Added |
| Ellevest, Inc. | 11,221 | $674.0K | 0.07% | +2,400+27.2% | Added |
| Davenport & Co LLC | 11,244 | $675.0K | 0.00% | −83−0.7% | Reduced |
| Cutler Group LP | 11,278 | $677.0K | 0.05% | +6,095+117.6% | Added |
| Columbia Asset Management | 11,306 | $679.0K | 0.15% | −201−1.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 11,319 | $680.0K | 0.20% | +135+1.2% | Added |
| Cubist Systematic Strategies, LLC | 11,369 | $683.0K | 0.01% | −5,977−34.5% | Reduced |
| Marietta Investment Partners LLC | 11,400 | $685.0K | 0.16% | 00.0% | Unchanged |
| Aries Wealth Management | 11,471 | $689.0K | 0.29% | +431+3.9% | Added |
| IBM Retirement Fund | 11,505 | $691.0K | 0.05% | +11,505 | New |
| Patriot Investment Management Inc. | 11,540 | $693.0K | 0.06% | +55+0.5% | Added |
| Cerity Partners LLC | 11,554 | $694.0K | 0.02% | +1,027+9.8% | Added |
| Institute for Wealth Management, LLC. | 11,701 | $703.0K | 0.12% | +364+3.2% | Added |
| Core Wealth Advisors, Inc. | 11,751 | $706.0K | 0.47% | +11,751 | New |
| Sittner & Nelson, LLC | 11,870 | $713.0K | 0.46% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,873 | $713.0K | 0.00% | +11,873 | New |
| Grove Bank & Trust | 11,943 | $717.0K | 0.15% | +12+0.1% | Added |
| Laurion Capital Management LP | 12,000 | $721.0K | 0.01% | +12,000 | New |
| Oppenheimer & Co Inc | 12,104 | $727.0K | 0.01% | −2,442−16.8% | Reduced |
| Verdence Capital Advisors LLC | 12,167 | $731.0K | 0.10% | +1,830+17.7% | Added |
| Venture Visionary Partners LLC | 12,242 | $735.0K | 0.05% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 12,277 | $737.0K | 0.13% | +2,640+27.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 12,309 | $739.0K | 0.04% | +2,477+25.2% | Added |
| Central Trust Co | 12,350 | $742.0K | 0.03% | −51−0.4% | Reduced |
| Geneos Wealth Management Inc. | 12,493 | $745.0K | 0.03% | +47+0.4% | Added |
| Stockman Wealth Management, Inc. | 12,400 | $745.0K | 0.17% | −19−0.2% | Reduced |
| Atlas Capital Advisors LLC | 12,565 | $754.7K | 0.12% | +874+7.5% | Added |
| Focus Financial Network, Inc. | 12,662 | $760.5K | 0.10% | +1,592+14.4% | Added |
| Dorsey & Whitney Trust CO LLC | 12,690 | $763.0K | 0.07% | +1,529+13.7% | Added |
| DCF Advisers, LLC | 12,745 | $765.0K | 0.42% | +12,745 | New |
| BLB&B Advisors, LLC | 12,757 | $766.0K | 0.05% | −4,117−24.4% | Reduced |
| Moser Wealth Advisors, LLC | 12,800 | $769.0K | 0.49% | +20+0.2% | Added |
| Assetmark, Inc | 12,833 | $771.0K | 0.00% | +8,364+187.2% | Added |