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 | 1,388 | $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 |
|---|---|---|---|---|---|
| Creative Planning | 68,328 | $4.10M | 0.01% | +11,588+20.4% | Added |
| WealthPLAN Partners, LLC | 73,920 | $4.05M | 0.27% | −80.0% | Reduced |
| ProShare Advisors LLC | 66,722 | $4.01M | 0.01% | +2,630+4.1% | Added |
| Meitav Dash Investments Ltd | 66,116 | $3.97M | 0.07% | +2,716+4.3% | Added |
| Cetera Investment Advisers | 65,510 | $3.94M | 0.06% | +8,047+14.0% | Added |
| Boothbay Fund Management, LLC | 65,155 | $3.91M | 0.16% | −61,890−48.7% | Reduced |
| Raymond James Trust N.A. | 63,822 | $3.83M | 0.13% | +30,114+89.3% | Added |
| AIMZ Investment Advisors, LLC | 63,808 | $3.83M | 1.73% | +63,808 | New |
| Scotia Capital Inc. | 62,760 | $3.77M | 0.03% | +48,750+348.0% | Added |
| Clark Estates Inc | 61,604 | $3.70M | 0.53% | +61,604 | New |
| Nomura Holdings Inc | 60,501 | $3.61M | 0.03% | +44,251+272.3% | Added |
| Roosevelt Investment Group LLC | 60,000 | $3.60M | 0.22% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 58,773 | $3.53M | 0.02% | +48,075+449.4% | Added |
| Oak Ridge Investments LLC | 58,644 | $3.52M | 0.31% | +58,644 | New |
| Wetherby Asset Management Inc | 56,629 | $3.40M | 0.21% | +2,776+5.2% | Added |
| Patten Group, Inc. | 56,001 | $3.36M | 0.99% | −141−0.3% | Reduced |
| FDx Advisors, Inc. | 54,559 | $3.28M | 0.10% | −140−0.3% | Reduced |
| Cowen Prime Advisors LLC | 54,420 | $3.27M | 1.22% | +800+1.5% | Added |
| Perpetual Investment Management Ltd | 53,555 | $3.22M | 0.41% | +4,182+8.5% | Added |
| Handelsbanken Fonder AB | 53,330 | $3.20M | 0.02% | +53,330 | New |
| Capital International Sarl | 52,855 | $3.17M | 0.28% | +6,434+13.9% | Added |
| NewEdge Wealth, LLC | 51,678 | $3.10M | 0.18% | +45,891+793.0% | Added |
| Captrust Financial Advisors | 51,317 | $3.08M | 0.03% | +19,050+59.0% | Added |
| Healthcare Value Capital, LLC | 50,000 | $3.00M | 7.79% | 00.0% | Unchanged |
| Pura Vida Investments, LLC | 50,000 | $3.00M | 0.23% | +50,000 | New |
| Skandinaviska Enskilda Banken AB (publ) | 49,050 | $2.95M | 0.02% | +20,448+71.5% | Added |
| FourThought Financial, LLC | 48,812 | $2.93M | 0.39% | +48,284+9,144.7% | Added |
| Fiera Capital Corp | 48,252 | $2.90M | 0.01% | −1,309−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 46,664 | $2.80M | 0.01% | +6,401+15.9% | Added |
| Tealwood Asset Management Inc | 46,622 | $2.80M | 1.13% | +46,622 | New |
| Bender Robert & Associates | 46,579 | $2.80M | 0.80% | +46,579 | New |
| Corient Capital Partners, LLC | 46,566 | $2.80M | 0.20% | +3,578+8.3% | Added |
| Mariner, LLC | 46,357 | $2.78M | 0.01% | +10,255+28.4% | Added |
| Private Harbour Investment Management & Counsel, LLC | 44,484 | $2.67M | 2.35% | −144−0.3% | Reduced |
| GWM Advisors LLC | 44,350 | $2.66M | 0.07% | −11,594−20.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 44,045 | $2.65M | 0.25% | −1,936−4.2% | Reduced |
| United Capital Financial Advisers, LLC | 43,768 | $2.63M | 0.01% | +7,211+19.7% | Added |
| Integrated Wealth Concepts LLC | 43,466 | $2.61M | 0.08% | +9,249+27.0% | Added |
| Seascape Capital Management | 43,238 | $2.60M | 1.33% | +7,254+20.2% | Added |
| AE Wealth Management LLC | 42,586 | $2.56M | 0.02% | +1,621+4.0% | Added |
| Cowen and Company, LLC | 42,492 | $2.55M | 0.12% | +42,492 | New |
| Vestmark Advisory Solutions, Inc. | 42,247 | $2.54M | 0.17% | −2,740−6.1% | Reduced |
| Oppenheimer Asset Management Inc. | 42,212 | $2.54M | 0.04% | +18,960+81.5% | Added |
| O'Shaughnessy Asset Management, LLC | 41,777 | $2.51M | 0.05% | +10,105+31.9% | Added |
| FNY Investment Advisers, LLC | 41,610 | $2.50M | 1.17% | +41,610 | New |
| Advisor Partners LLC | 40,858 | $2.45M | 0.17% | +9,229+29.2% | Added |
| Victory Capital Management Inc | 40,164 | $2.41M | 0.00% | −5,798−12.6% | Reduced |
| Cullinan Associates Inc | 39,693 | $2.38M | 0.13% | +39,693 | New |
| Guardian Capital LP | 39,399 | $2.37M | 0.05% | −823−2.0% | Reduced |
| Naples Global Advisors, LLC | 39,358 | $2.36M | 0.31% | +400+1.0% | Added |
| Pinkerton Retirement Specialists, LLC | 39,315 | $2.36M | 0.46% | +1,494+4.0% | Added |
| Brandywine Oak Private Wealth LLC | 39,295 | $2.35M | 0.27% | −442−1.1% | Reduced |
| Ethic Inc. | 38,928 | $2.34M | 0.24% | +12,370+46.6% | Added |
| Credential Qtrade Securities Inc. | 38,154 | $2.29M | 0.18% | +1,676+4.6% | Added |
| Gofen & Glossberg LLC | 37,699 | $2.26M | 0.05% | +510+1.4% | Added |
| Thomas White International Ltd | 37,237 | $2.24M | 0.32% | +2,063+5.9% | Added |
| SG Americas Securities, LLC | 37,033 | $2.22M | 0.01% | −25,668−40.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 36,960 | $2.22M | 0.00% | −280−0.8% | Reduced |
| Private Trust Co NA | 36,742 | $2.21M | 0.32% | +28,582+350.3% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 36,658 | $2.20M | 0.03% | 00.0% | Unchanged |
| Capital International Inc | 35,839 | $2.15M | 0.02% | −831−2.3% | Reduced |
| Searle & Co. | 35,600 | $2.14M | 0.88% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 35,502 | $2.13M | 0.27% | +35,502 | New |
| Reilly Financial Advisors, LLC | 35,100 | $2.11M | 0.18% | −623−1.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,838 | $2.09M | 0.02% | +34,838 | New |
| Panagora Asset Management Inc | 34,502 | $2.07M | 0.01% | +1,235+3.7% | Added |
| Itau Unibanco Holding S.A. | 33,638 | $2.02M | 0.11% | +5,654+20.2% | Added |
| DRW Securities, LLC | 33,404 | $2.01M | 0.59% | +1,067+3.3% | Added |
| CIBC World Markets Inc. | 33,335 | $2.00M | 0.01% | +1,299+4.1% | Added |
| Regions Financial Corp | 33,229 | $2.00M | 0.02% | +2,096+6.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 32,538 | $1.95M | 0.62% | +971+3.1% | Added |
| Crossmark Global Holdings, Inc. | 31,700 | $1.90M | 0.04% | +5,550+21.2% | Added |
| Veriti Management LLC | 31,683 | $1.90M | 0.27% | +14,218+81.4% | Added |
| Avantax Advisory Services, Inc. | 31,215 | $1.87M | 0.03% | −1,831−5.5% | Reduced |
| Avalon Investment & Advisory | 30,646 | $1.84M | 0.04% | −30,450−49.8% | Reduced |
| Lincoln National Corp | 30,605 | $1.84M | 0.04% | +16,920+123.6% | Added |
| Alaska Permanent Fund Corp | 30,590 | $1.84M | 0.04% | +30,590 | New |
| Cinctive Capital Management LP | 30,000 | $1.80M | 0.10% | +30,000 | New |
| Signaturefd, LLC | 29,903 | $1.80M | 0.06% | +4,330+16.9% | Added |
| Lord, Abbett & Co. LLC | 29,606 | $1.78M | 0.00% | −164−0.6% | Reduced |
| NorthCoast Asset Management LLC | 29,527 | $1.78M | 0.06% | +2,716+10.1% | Added |
| Bayesian Capital Management, LP | 29,500 | $1.77M | 0.51% | +29,500 | New |
| ACG Wealth | 29,473 | $1.77M | 0.23% | +29,473 | New |
| Bank of Hawaii | 29,457 | $1.77M | 0.10% | −549−1.8% | Reduced |
| Galibier Capital Management Ltd. | 29,117 | $1.75M | 0.24% | −200−0.7% | Reduced |
| Vident Investment Advisory, LLC | 29,107 | $1.75M | 0.05% | +2,566+9.7% | Added |
| Moody National Bank Trust Division | 28,801 | $1.73M | 0.03% | +1,253+4.5% | Added |
| Wolverine Trading, LLC | 28,954 | $1.73M | 0.04% | +28,954 | New |
| Peapack Gladstone Financial Corp | 28,739 | $1.73M | 0.04% | +10,322+56.0% | Added |
| Logan Capital Management Inc | 28,087 | $1.69M | 0.08% | +324+1.2% | Added |
| Burney Co | 27,969 | $1.68M | 0.08% | −1,077−3.7% | Reduced |
| People's United Financial, Inc. | 27,837 | $1.67M | 0.04% | +533+2.0% | Added |
| Cresset Asset Management, LLC | 27,616 | $1.66M | 0.02% | +15,315+124.5% | Added |
| Edmp, Inc. | 27,539 | $1.65M | 1.75% | +27,539 | New |
| Greenleaf Trust | 27,320 | $1.64M | 0.02% | +1,292+5.0% | Added |
| Strategic Global Advisors, LLC | 27,076 | $1.63M | 0.24% | +27,076 | New |
| Mount Yale Investment Advisors, LLC | 26,937 | $1.62M | 0.19% | −169−0.6% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 26,960 | $1.61M | 0.21% | −17,065−38.8% | Reduced |
| Ariel Investments, LLC | 26,347 | $1.58M | 0.01% | −75−0.3% | Reduced |
| Level Four Advisory Services, LLC | 26,117 | $1.57M | 0.16% | +20,880+398.7% | Added |