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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 8,131 | $488.3K | 0.01% | −3,044−27.2% | Reduced |
| Flagship Harbor Advisors, LLC | 8,140 | $488.0K | 0.05% | 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 |
| Ar Asset Management Inc | 8,000 | $480.0K | 0.13% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 7,940 | $477.0K | 0.14% | +7,940 | New |
| Geller Advisors LLC | 7,888 | $474.0K | 0.10% | +1,118+16.5% | Added |
| Global Retirement Partners, LLC | 7,862 | $472.0K | 0.05% | +6,563+505.2% | Added |
| BSW Wealth Partners | 7,846 | $471.0K | 0.13% | +781+11.1% | Added |
| Ballentine Partners, LLC | 7,818 | $470.0K | 0.02% | +645+9.0% | Added |
| Andesa Financial Management Inc. | 7,803 | $468.0K | 0.25% | +7,803 | New |
| Advisory Services Network, LLC | 7,771 | $467.0K | 0.01% | +1,006+14.9% | Added |
| 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 |
| Henry James International Management, Inc. | 7,587 | $456.0K | 0.14% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 7,555 | $454.0K | 0.06% | −297−3.8% | Reduced |
| Cozad Asset Management Inc | 7,528 | $452.0K | 0.07% | +69+0.9% | Added |
| Camelot Portfolios, LLC | 7,428 | $446.0K | 0.23% | +7,428 | New |
| NorthRock Partners, LLC | 7,401 | $444.0K | 0.04% | +941+14.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 7,319 | $440.0K | 0.32% | +200+2.8% | Added |
| 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 |
| Stevard, LLC | 7,248 | $435.0K | 0.34% | 00.0% | Unchanged |
| 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 |
| Beacon Investment Advisory Services, Inc. | 7,158 | $430.0K | 0.02% | −80−1.1% | Reduced |
| Fruth Investment Management | 7,146 | $429.0K | 0.13% | 00.0% | Unchanged |
| Garner Asset Management Corp | 7,105 | $427.0K | 0.20% | −20−0.3% | Reduced |
| Westside Investment Management, Inc. | 7,083 | $425.0K | 0.00% | +1,498+26.8% | Added |
| PDS Planning, Inc | 7,049 | $423.0K | 0.10% | +1,345+23.6% | Added |
| Centaurus Financial, Inc. | 6,972 | $419.0K | 0.04% | −363−4.9% | Reduced |
| Wesbanco Bank Inc | 6,920 | $416.0K | 0.02% | +366+5.6% | Added |
| Independent Advisor Alliance | 6,846 | $411.0K | 0.02% | +1,359+24.8% | Added |
| 180 Wealth Advisors, LLC | 6,696 | $403.0K | 0.09% | +266+4.1% | 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 |
| 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 |
| Investors Research Corp | 6,644 | $399.0K | 0.13% | +644+10.7% | Added |
| Princeton Global Asset Management LLC | 6,577 | $395.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| 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 |
| Flaharty Asset Management, LLC | 6,480 | $389.0K | 0.08% | +6,480 | New |
| Buckingham Strategic Wealth, LLC | 6,431 | $386.0K | 0.01% | +1,178+22.4% | Added |
| JGP Global Gestao de Recursos Ltda. | 6,353 | $382.0K | 0.14% | +122+2.0% | Added |
| SFMG, LLC | 6,345 | $381.0K | 0.04% | +1,354+27.1% | Added |
| Boston Private Wealth LLC | 6,290 | $378.0K | 0.00% | +103+1.7% | Added |
| Jag Capital Management, LLC | 6,276 | $377.0K | 0.03% | −664−9.6% | Reduced |
| Banco BTG Pactual S.A. | 6,200 | $372.0K | 0.16% | +200+3.3% | Added |
| Glenview Trust Co | 6,172 | $371.0K | 0.01% | +6,172 | New |
| Prospector Partners LLC | 6,060 | $364.0K | 0.05% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 6,009 | $361.0K | 0.07% | 00.0% | Unchanged |
| NTV Asset Management LLC | 6,000 | $360.0K | 0.06% | 00.0% | Unchanged |
| Homrich & Berg | 5,943 | $357.0K | 0.01% | +1,020+20.7% | 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 |
| 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 |
| New York State Common Retirement Fund | 5,871 | $353.0K | 0.00% | +1,249+27.0% | Added |
| Clear Street Markets LLC | 5,800 | $348.0K | 0.08% | −16,500−74.0% | Reduced |
| Tranquility Partners, LLC | 5,735 | $344.0K | 0.17% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,710 | $343.0K | 0.08% | +911+19.0% | Added |
| Inscription Capital, LLC | 5,682 | $341.0K | 0.11% | +5,682 | New |
| First Heartland Consultants, Inc. | 5,615 | $337.0K | 0.05% | +5,615 | New |
| Angeles Investment Advisors, LLC | 5,589 | $336.0K | 0.02% | +5,589 | New |
| Comerica Securities,inc. | 5,553 | $334.0K | 0.02% | −116−2.0% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Fulton Bank, N.A. | 5,359 | $322.0K | 0.02% | +5,359 | New |
| Mission Wealth Management, LP | 5,349 | $321.0K | 0.02% | +1,008+23.2% | Added |
| XML Financial, LLC | 5,248 | $315.0K | 0.04% | +5,248 | New |
| Advisors Management Group Inc | 5,191 | $312.0K | 0.10% | −327−5.9% | Reduced |
| Crescent Grove Advisors, LLC | 5,186 | $311.0K | 0.03% | +5,186 | 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 |
| 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 |
| 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 |
| Legacy Financial Advisors, Inc. | 5,036 | $302.0K | 0.07% | +1,240+32.7% | Added |