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 |
|---|---|---|---|---|---|
| First City Capital Management, Inc. | 13,943 | $837.0K | 0.47% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 13,774 | $827.0K | 0.34% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 13,648 | $820.0K | 0.10% | +1,046+8.3% | Added |
| Marotta Asset Management | 13,487 | $810.0K | 0.20% | +27+0.2% | Added |
| Henshaw Capital LLC | 13,369 | $802.9K | 0.05% | −1,186−8.1% | Reduced |
| Cloverfields Capital Group, LP | 13,245 | $795.0K | 0.26% | +62+0.5% | Added |
| Csenge Advisory Group | 13,328 | $795.0K | 0.07% | +3,690+38.3% | Added |
| Texas Yale Capital Corp. | 13,115 | $788.0K | 0.04% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 13,110 | $787.0K | 0.07% | +13,110 | New |
| Belpointe Asset Management LLC | 12,930 | $776.0K | 0.05% | +6,635+105.4% | Added |
| Assetmark, Inc | 12,833 | $771.0K | 0.00% | +8,364+187.2% | Added |
| Moser Wealth Advisors, LLC | 12,800 | $769.0K | 0.49% | +20+0.2% | Added |
| BLB&B Advisors, LLC | 12,757 | $766.0K | 0.05% | −4,117−24.4% | Reduced |
| DCF Advisers, LLC | 12,745 | $765.0K | 0.42% | +12,745 | New |
| Dorsey & Whitney Trust CO LLC | 12,690 | $763.0K | 0.07% | +1,529+13.7% | Added |
| Focus Financial Network, Inc. | 12,662 | $760.5K | 0.10% | +1,592+14.4% | Added |
| Atlas Capital Advisors LLC | 12,565 | $754.7K | 0.12% | +874+7.5% | Added |
| 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 |
| Central Trust Co | 12,350 | $742.0K | 0.03% | −51−0.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 12,309 | $739.0K | 0.04% | +2,477+25.2% | Added |
| Boenning & Scattergood, Inc. | 12,277 | $737.0K | 0.13% | +2,640+27.4% | Added |
| Venture Visionary Partners LLC | 12,242 | $735.0K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 12,167 | $731.0K | 0.10% | +1,830+17.7% | Added |
| Oppenheimer & Co Inc | 12,104 | $727.0K | 0.01% | −2,442−16.8% | Reduced |
| Laurion Capital Management LP | 12,000 | $721.0K | 0.01% | +12,000 | New |
| Grove Bank & Trust | 11,943 | $717.0K | 0.15% | +12+0.1% | Added |
| 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 |
| Core Wealth Advisors, Inc. | 11,751 | $706.0K | 0.47% | +11,751 | New |
| Institute for Wealth Management, LLC. | 11,701 | $703.0K | 0.12% | +364+3.2% | Added |
| Cerity Partners LLC | 11,554 | $694.0K | 0.02% | +1,027+9.8% | Added |
| Patriot Investment Management Inc. | 11,540 | $693.0K | 0.06% | +55+0.5% | Added |
| IBM Retirement Fund | 11,505 | $691.0K | 0.05% | +11,505 | New |
| Aries Wealth Management | 11,471 | $689.0K | 0.29% | +431+3.9% | Added |
| Marietta Investment Partners LLC | 11,400 | $685.0K | 0.16% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 11,369 | $683.0K | 0.01% | −5,977−34.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 11,319 | $680.0K | 0.20% | +135+1.2% | Added |
| Columbia Asset Management | 11,306 | $679.0K | 0.15% | −201−1.7% | Reduced |
| Cutler Group LP | 11,278 | $677.0K | 0.05% | +6,095+117.6% | Added |
| Davenport & Co LLC | 11,244 | $675.0K | 0.00% | −83−0.7% | Reduced |
| Ellevest, Inc. | 11,221 | $674.0K | 0.07% | +2,400+27.2% | Added |
| Prospera Financial Services Inc | 11,119 | $668.0K | 0.03% | +4,113+58.7% | Added |
| Susquehanna International Securities, Ltd. | 11,113 | $667.0K | 0.57% | −26,185−70.2% | Reduced |
| Lido Advisors, LLC | 11,063 | $664.0K | 0.01% | +11,063 | New |
| Cedar Brook Financial Partners, LLC | 10,867 | $653.0K | 0.20% | +670+6.6% | Added |
| Altfest L J & Co Inc | 10,729 | $644.0K | 0.13% | +679+6.8% | Added |
| Oakworth Capital, Inc. | 10,686 | $642.0K | 0.06% | +10,042+1,559.3% | Added |
| Cypress Capital Management LLC | 10,677 | $640.0K | 0.08% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $638.0K | 0.21% | +10,621 | New |
| Ameritas Investment Company, LLC | 10,597 | $636.0K | 0.03% | +10,597 | New |
| Berkshire Asset Management LLC | 10,565 | $635.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Berkeley Capital Partners, LLC | 10,439 | $627.0K | 0.29% | −162−1.5% | Reduced |
| IHT Wealth Management, LLC | 10,347 | $621.0K | 0.05% | −4,286−29.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,253 | $616.0K | 0.01% | +10,253 | New |
| Quilter Plc | 7,594 | $614.0K | 0.02% | +203+2.7% | Added |
| Snowden Capital Advisors LLC | 10,193 | $612.2K | 0.03% | +69+0.7% | Added |
| Evergreen Capital Management LLC | 10,157 | $610.0K | 0.03% | +1,764+21.0% | Added |
| Affinity Wealth Management LLC | 10,097 | $608.0K | 0.12% | +4,097+68.3% | Added |
| 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,074 | $605.0K | 0.00% | +10,074 | New |
| Courier Capital LLC | 10,017 | $602.0K | 0.06% | +80+0.8% | Added |
| Moors & Cabot, Inc. | 9,995 | $600.0K | 0.04% | −365−3.5% | Reduced |
| Stonnington Group, LLC | 9,873 | $598.0K | 0.13% | +3,773+61.9% | Added |
| 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 |
| Coastline Trust Co | 9,724 | $584.0K | 0.07% | −210−2.1% | Reduced |
| Fiduciary Trust Co | 9,606 | $577.0K | 0.01% | +1,325+16.0% | Added |
| Covenant Partners, LLC | 9,535 | $573.0K | 0.23% | +9,535 | New |
| Intrust Bank NA | 9,530 | $572.0K | 0.08% | +4,027+73.2% | Added |
| Full Sail Capital, LLC | 9,496 | $571.0K | 0.05% | 00.0% | Unchanged |
| Tower Bridge Advisors | 9,422 | $565.9K | 0.04% | +9,422 | New |
| Cohen Investment Advisors LLC | 9,410 | $565.0K | 0.43% | +32+0.3% | Added |
| Meristem Family Wealth, LLC | 9,370 | $563.0K | 0.05% | +9,370 | New |
| Sage Rhino Capital LLC | 9,078 | $545.0K | 0.17% | +857+10.4% | 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 |
| EP Wealth Advisors, LLC | 8,999 | $540.0K | 0.01% | +1,978+28.2% | Added |
| Principal Street Partners, LLC | 8,982 | $539.0K | 0.15% | +2,644+41.7% | 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 |
| Veritable, L.P. | 8,920 | $536.0K | 0.01% | +3,703+71.0% | Added |
| Key Financial Inc | 8,912 | $535.0K | 0.30% | +47+0.5% | Added |
| 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 |
| MBM Wealth Consultants, LLC | 8,814 | $529.0K | 0.24% | +8,814 | New |
| 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 |
| CAPROCK Group, Inc. | 8,554 | $514.0K | 0.05% | +2,438+39.9% | Added |
| Cowa, LLC | 8,520 | $512.0K | 0.29% | −450−5.0% | Reduced |
| Bray Capital Advisors | 8,500 | $511.0K | 0.13% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 8,436 | $503.0K | 0.01% | +2,036+31.8% | Added |
| 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 |