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 |
|---|---|---|---|---|---|
| Hendley & Co Inc | 5,000 | $300.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Swiss Life Asset Management Ltd | 4,979 | $298.5K | 0.00% | +4,979 | New |
| Keudell/Morrison Wealth Management | 4,948 | $297.0K | 0.13% | −3−0.1% | Reduced |
| Rehmann Capital Advisory Group | 4,943 | $296.9K | 0.03% | +4,943 | New |
| 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 |
| Grimes & Company, Inc. | 4,901 | $294.0K | 0.01% | +62+1.3% | Added |
| Bradley Foster & Sargent Inc | 4,877 | $293.0K | 0.01% | +4,877 | New |
| Procyon Private Wealth Partners, LLC | 4,866 | $292.0K | 0.08% | −72−1.5% | Reduced |
| Barry Investment Advisors, LLC | 4,868 | $292.0K | 0.08% | +16+0.3% | Added |
| Client 1st Advisory Group, LLC | 4,856 | $292.0K | 0.15% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,840 | $290.0K | 0.08% | +107+2.3% | Added |
| Cadence Bank NA | 4,801 | $288.0K | 0.09% | −490−9.3% | Reduced |
| Legal Advantage Investments, Inc. | 4,800 | $288.0K | 0.19% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,790 | $288.0K | 0.03% | +397+9.0% | Added |
| DCM Advisors, LLC | 4,700 | $282.0K | 0.11% | −250−5.1% | Reduced |
| Transcend Wealth Collective, LLC | 4,531 | $282.0K | 0.03% | −6−0.1% | Reduced |
| MPS Loria Financial Planners, LLC | 4,602 | $276.0K | 0.13% | +51+1.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,544 | $273.0K | 0.05% | +423+10.3% | Added |
| Financial Advocates Investment Management | 4,554 | $273.0K | 0.02% | +1,111+32.3% | Added |
| Veracity Capital LLC | 4,522 | $272.0K | 0.12% | +4,522 | New |
| Covenant Asset Management, LLC | 4,507 | $271.0K | 0.08% | +4,507 | New |
| WCM Investment Management, LLC | 4,493 | $270.0K | 0.00% | +84+1.9% | Added |
| Gilman Hill Asset Management, LLC | 4,483 | $269.0K | 0.07% | +4,483 | New |
| Independent Financial Group, LLC | 4,419 | $265.4K | 0.03% | +4,419 | New |
| Haverford Trust Co | 4,414 | $265.0K | 0.00% | +424+10.6% | Added |
| Public Employees Retirement Association of Colorado | 4,411 | $265.0K | 0.00% | +4,411 | New |
| Smithfield Trust Co | 4,436 | $264.0K | 0.02% | +387+9.6% | Added |
| Montecito Bank & Trust | 4,364 | $262.0K | 0.05% | +4,364 | New |
| TD Ameritrade Investment Management, LLC | 4,722 | $259.0K | 0.00% | −1,726−26.8% | Reduced |
| Equitable Trust Co | 4,299 | $258.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,300 | $258.0K | 0.09% | +15+0.4% | Added |
| Great Valley Advisor Group, Inc. | 4,268 | $256.0K | 0.02% | −1,679−28.2% | Reduced |
| Perigon Wealth Management, LLC | 4,258 | $256.0K | 0.02% | +4,258 | New |
| Altus Wealth Management, LLC | 4,243 | $255.0K | 0.16% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 4,257 | $255.0K | 0.03% | +186+4.6% | Added |
| Sequent Asset Management, LLC | 4,248 | $255.0K | 0.15% | +4,248 | New |
| Essex Financial Services, Inc. | 4,218 | $253.0K | 0.03% | +4,218 | New |
| Huntington National Bank | 4,164 | $250.0K | 0.00% | +597+16.7% | Added |
| Cohen Lawrence B | 4,168 | $250.0K | 0.13% | +4,168 | New |
| Intellectus Partners, LLC | 4,114 | $247.0K | 0.06% | +4,114 | New |
| Proequities, Inc. | 4,081 | $245.0K | 0.01% | +222+5.8% | Added |
| Northwest Quadrant Wealth Management, LLC | 4,087 | $244.0K | 0.07% | −231−5.3% | Reduced |
| First Financial Bank - Trust Division | 4,058 | $244.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 4,063 | $244.0K | 0.01% | +4,063 | New |
| Five Oceans Advisors | 4,068 | $244.0K | 0.28% | +4,068 | New |
| Empirical Finance, LLC | 4,041 | $243.0K | 0.04% | +4,041 | New |
| Centric Wealth Management | 4,035 | $242.0K | 0.09% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,028 | $242.0K | 0.04% | +4,028 | New |
| Onyx Bridge Wealth Group LLC | 4,070 | $241.0K | 0.09% | +4,070 | New |
| Exencial Wealth Advisors, LLC | 3,989 | $240.0K | 0.01% | −795−16.6% | Reduced |
| Kendall Capital Management | 3,991 | $240.0K | 0.13% | +106+2.7% | Added |
| Ergoteles LLC | 3,994 | $240.0K | 0.01% | +3,994 | New |
| Independent Solutions Wealth Management, LLC | 3,972 | $238.6K | 0.06% | +3,972 | New |
| Fca Corp | 8,000 | $238.0K | 0.07% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,969 | $238.0K | 0.02% | +132+3.4% | Added |
| Diversified, LLC | 3,941 | $237.0K | 0.13% | +16+0.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,949 | $237.0K | 0.01% | +3,949 | New |
| Guyasuta Investment Advisors Inc | 3,905 | $235.0K | 0.02% | +460+13.4% | Added |
| First Manhattan Co | 3,900 | $234.0K | 0.00% | −1,200−23.5% | Reduced |
| Segall Bryant & Hamill, LLC | 3,907 | $234.0K | 0.00% | +34+0.9% | Added |
| Prudent Man Advisors, LLC | 3,855 | $232.0K | 0.09% | 00.0% | Unchanged |
| XR Securities LLC | 3,852 | $231.0K | 0.21% | −796−17.1% | Reduced |
| Regal Investment Advisors LLC | 3,853 | $231.0K | 0.02% | −110−2.8% | Reduced |
| Equitable Holdings, Inc. | 3,835 | $230.0K | 0.00% | +3,835 | New |
| Intersect Capital LLC | 3,833 | $230.0K | 0.04% | +3,833 | New |
| Wealth Dimensions Group, Ltd. | 3,818 | $229.0K | 0.15% | +62+1.7% | Added |
| Crescent Capital Consulting, LLC | 3,801 | $228.0K | 0.04% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 3,797 | $228.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 3,795 | $228.0K | 0.01% | +2,295+153.0% | Added |
| Apollon Wealth Management, LLC | 3,786 | $227.0K | 0.03% | +3,786 | New |
| Hudock, Inc. | 3,755 | $225.0K | 0.07% | +389+11.6% | Added |
| Principle Wealth Partners LLC | 3,751 | $225.0K | 0.03% | +3,751 | New |
| Wolverine Asset Management LLC | 3,743 | $224.0K | 0.00% | +3,743 | New |
| Brookstone Capital Management | 3,651 | $221.0K | 0.00% | −2,003−35.4% | Reduced |
| CWA Asset Management Group, LLC | 3,636 | $218.0K | 0.02% | +53+1.5% | Added |
| Botty Investors LLC | 3,622 | $218.0K | 0.07% | +3,622 | New |
| NinePointTwo Capital | 3,627 | $217.0K | 0.08% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,610 | $217.0K | 0.01% | +3,610 | New |
| Canal Capital Management, LLC | 3,599 | $216.0K | 0.06% | −87−2.4% | Reduced |
| Summit Trail Advisors, LLC | 3,598 | $216.0K | 0.02% | +3,598 | New |
| Karp Capital Management Corp | 3,563 | $214.0K | 0.03% | −1,450−28.9% | Reduced |
| Bellwether Advisors, LLC | 3,541 | $212.0K | 0.07% | +161+4.8% | Added |
| Nwam LLC | 3,528 | $212.0K | 0.02% | +3,528 | New |
| Huber Capital Management LLC | 3,500 | $210.0K | 0.05% | −1,200−25.5% | Reduced |
| Orion Portfolio Solutions, LLC | 3,486 | $209.0K | 0.01% | +3,486 | New |
| Financial Architects, Inc | 3,468 | $208.0K | 0.03% | +3+0.1% | Added |
| Sandy Spring Bank | 3,412 | $205.0K | 0.01% | −650−16.0% | Reduced |
| Mid Atlantic Financial Management Inc | 3,417 | $205.0K | 0.01% | +3,417 | New |
| Avestar Capital, LLC | 3,376 | $203.0K | 0.04% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,355 | $201.0K | 0.06% | +3,355 | New |
| Community Bank & Trust, Waco, Texas | 3,332 | $200.0K | 0.07% | +3,332 | New |
| Meeder Asset Management Inc | 3,292 | $198.0K | 0.01% | +2,888+714.9% | Added |
| IFP Advisors, Inc | 3,092 | $187.0K | 0.00% | −605−16.4% | Reduced |
| JNBA Financial Advisors | 3,118 | $187.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,052 | $183.3K | 0.07% | +2,200+258.2% | Added |
| Carroll Financial Associates, Inc. | 3,006 | $180.0K | 0.01% | +65+2.2% | Added |
| Kings Point Capital Management | 2,940 | $177.0K | 0.02% | 00.0% | Unchanged |