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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, Q4 2021

Institutional positions in AstraZeneca PLC as of Dec 31, 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
952
+60 vs. Q3 2021
Shares held
504.7M
−11.3M (−2.2%) vs. Q3 2021
Total value
$29.4B
−$1.62B (−5.2%) vs. Q3 2021
New holders
150
271 more added
Sold out
90
326 more reduced

19 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 952 institutions
Q1 2021: 757 institutionsQ2 2021: 772 institutionsQ3 2021: 911 institutionsQ4 2021: 952 institutionsQ1 2022: 984 institutionsQ2 2022: 1,019 institutionsQ3 2022: 968 institutionsQ4 2022: 1,063 institutionsQ1 2023: 1,057 institutionsQ2 2023: 1,093 institutionsQ3 2023: 1,075 institutionsQ4 2023: 1,131 institutionsQ1 2024: 1,141 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,230 institutionsQ4 2024: 1,222 institutionsQ1 2025: 1,251 institutionsQ2 2025: 1,223 institutionsQ3 2025: 1,292 institutionsQ4 2025: 1,410 institutionsQ1 2026: 1,389 institutionsQ2 2026: 1,511 institutions
Value heldQ4 2021: $29.4B
Q1 2021: $20.4BQ2 2021: $26.1BQ3 2021: $31.1BQ4 2021: $29.4BQ1 2022: $34.3BQ2 2022: $34.9BQ3 2022: $28.3BQ4 2022: $34.2BQ1 2023: $35.0BQ2 2023: $35.4BQ3 2023: $33.7BQ4 2023: $33.2BQ1 2024: $33.8BQ2 2024: $39.0BQ3 2024: $39.1BQ4 2024: $33.7BQ1 2025: $37.0BQ2 2025: $34.7BQ3 2025: $37.9BQ4 2025: $46.4BQ1 2026: $148.4BQ2 2026: $151.3B
Institutions holding AZN and their total value by quarter
QuarterHoldersValue
Q2 20261,511$151.3B
Q1 20261,389$148.4B
Q4 20251,410$46.4B
Q3 20251,292$37.9B
Q2 20251,223$34.7B
Q1 20251,251$37.0B
Q4 20241,222$33.7B
Q3 20241,230$39.1B
Q2 20241,213$39.0B
Q1 20241,141$33.8B
Q4 20231,131$33.2B
Q3 20231,075$33.7B
Q2 20231,093$35.4B
Q1 20231,057$35.0B
Q4 20221,063$34.2B
Q3 2022968$28.3B
Q2 20221,019$34.9B
Q1 2022984$34.3B
Q4 2021952$29.4B
Q3 2021911$31.1B
Q2 2021772$26.1B
Q1 2021757$20.4B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q3 2021.

Institutions holding AZN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Johnson Financial Group, Inc.6$00.00%−1,672−99.6%Reduced
Charter Oak Capital Management, LLC1$00.00%−150−99.3%Reduced
Parkside Financial Bank & Trust8$00.00%−64−88.9%Reduced
California State Teachers Retirement System1$00.00%00.0%Unchanged
Sterling Investment Advisors, Ltd.5$00.00%00.0%Unchanged
First Personal Financial Services1$00.00%+1New
E. Ohman J:or Asset Management AB1$580.00%00.0%Unchanged
Global Financial Private Client, LLC8$4660.00%00.0%Unchanged
Earnest Partners LLC25$1.00K0.00%−185−88.1%Reduced
Versant Capital Management, Inc21$1.00K0.00%−4−16.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC19$1.00K0.00%00.0%Unchanged
Solstein Capital, LLC19$1.00K0.00%00.0%Unchanged
Retirement Group, LLC10$1.00K0.00%00.0%Unchanged
Avion Wealth16$1.00K0.00%00.0%Unchanged
TFC Financial Management10$1.00K0.00%00.0%Unchanged
Ford Financial Group, LLC20$1.00K0.00%+20New
Centerpoint Advisors, LLC9$1.00K0.00%+9New
Eagle Bay Advisors LLC26$2.00K0.00%−276−91.4%Reduced
Ameritas Investment Partners, Inc.39$2.00K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich40$2.00K0.00%00.0%Unchanged
MV Capital Management, Inc.27$2.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.38$2.00K0.00%+27+245.5%Added
Aquire Wealth Advisors, LLC27$2.00K0.00%+27New
KB Financial Partners, LLC29$2.00K0.00%+29New
Harvest Fund Management Co., Ltd66$3.00K0.00%00.0%Unchanged
Larson Financial Group LLC44$3.00K0.00%00.0%Unchanged
Burleson & Company, LLC52$3.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC55$3.00K0.00%+55New
Harel Insurance Investments & Financial Services Ltd.58$3.00K0.00%+58New
Ahl Investment Management, Inc.50$3.00K0.00%+50New
Winch Advisory Services, LLC77$4.00K0.00%−21−21.4%Reduced
Bell Investment Advisors, Inc68$4.00K0.00%−36−34.6%Reduced
Coastal Capital Group, Inc.76$4.00K0.00%00.0%Unchanged
Duncker Streett & Co Inc65$4.00K0.00%00.0%Unchanged
Piscataqua Savings Bank70$4.00K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP70$4.00K0.00%+70New
Huber Capital Management LLC89$5.00K0.00%−3,411−97.5%Reduced
Cranbrook Wealth Management, LLC82$5.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC97$5.00K0.00%+82+546.7%Added
Kelly Financial Services LLC86$5.04K0.00%+51+145.7%Added
Glen Eagle Advisors, LLC98$5.71K0.00%−455−82.3%Reduced
Peoples Financial Services Corp.100$6.00K0.00%−50−33.3%Reduced
Delta Asset Management LLC100$6.00K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC100$6.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC100$6.00K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$6.00K0.00%00.0%Unchanged
First Bank & Trust108$6.00K0.00%+55+103.8%Added
RGT Wealth Advisors, LLC97$6.00K0.00%+97New
Carmichael Hill & Associates, Inc.123$7.00K0.00%00.0%Unchanged
Barnett & Company, Inc.115$7.00K0.00%+115New
Thomas J. Herzfeld Advisors, Inc.135$8.00K0.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund140$8.00K0.00%00.0%Unchanged
First Community Trust NA150$8.74K0.01%+150New
Country Trust Bank147$9.00K0.00%−200−57.6%Reduced
Norway Savings Bank150$9.00K0.00%+50+50.0%Added
Farmers & Merchants Trust Co of Chambersburg PA150$9.00K0.01%+95+172.7%Added
Old Second National Bank of Aurora200$10.0K0.00%−100−33.3%Reduced
Lenox Wealth Advisors, LLC177$10.0K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.165$10.0K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.169$10.0K0.00%00.0%Unchanged
Archer Investment Corp200$11.7K0.00%00.0%Unchanged
Atwood & Palmer Inc200$12.0K0.00%00.0%Unchanged
Bellevue Asset Management, LLC100$12.0K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC198$12.0K0.00%+198New
CarsonAllaria Wealth Management, Ltd.200$12.0K0.01%+200New
Missouri Trust & Investment Co200$12.0K0.01%+200New
Operose Advisors LLC200$12.0K0.01%+200New
Hexagon Capital Partners LLC224$13.0K0.00%−73−24.6%Reduced
Tortoise Investment Management, LLC228$13.0K0.00%00.0%Unchanged
Mach-1 Financial Group, Inc.234$13.0K0.01%+234New
Agf Investments Inc.237$14.0K0.00%−1−0.4%Reduced
SOA Wealth Advisors, LLC.244$14.0K0.00%00.0%Unchanged
Great West Life Assurance Co259$15.0K0.00%−336,199−99.9%Reduced
West Oak Capital, LLC265$15.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC264$15.0K0.01%00.0%Unchanged
Aspire Private Capital, LLC258$15.0K0.00%−4−1.5%Reduced
HM Payson & Co253$15.0K0.00%00.0%Unchanged
Webster Bank, N. A.254$15.0K0.00%00.0%Unchanged
Capital Analysts, LLC257$15.0K0.00%00.0%Unchanged
Gables Capital Management Inc.250$15.0K0.01%00.0%Unchanged
Financial Management Professionals, Inc.276$16.0K0.00%−34−11.0%Reduced
Prestige Wealth Management Group LLC274$16.0K0.00%−1−0.4%Reduced
TCTC Holdings, LLC300$17.0K0.00%00.0%Unchanged
Antonetti Capital Management LLC300$17.0K0.01%00.0%Unchanged
Vectors Research Management, LLC300$17.0K0.00%00.0%Unchanged
KRS Capital Management, LLC300$17.0K0.01%+300New
Byrne Asset Management LLC300$17.0K0.01%+300New
McClarren Financial Advisors, Inc.307$18.0K0.01%+1+0.3%Added
Tompkins Financial Corp324$19.0K0.00%00.0%Unchanged
Barrett Asset Management, LLC330$19.0K0.00%+180+120.0%Added
Northwest Investment Counselors, LLC322$19.0K0.00%+322New
Dixon Hughes Goodman Wealth Advisors LLC329$19.0K0.01%+329New
Baystate Wealth Management LLC341$20.0K0.00%−620−64.5%Reduced
Harbor Investment Advisory, LLC350$20.0K0.00%+4+1.2%Added
Moisand Fitzgerald Tamayo, LLC346$20.0K0.01%00.0%Unchanged
Pacific Center for Financial Services350$20.0K0.01%00.0%Unchanged
Column Capital Advisors, LLC338$20.0K0.00%+52+18.2%Added
Accel Wealth Management347$20.0K0.01%+57+19.7%Added
Surevest, LLC335$20.0K0.00%+335New
FinTrust Capital Advisors, LLC360$21.0K0.01%00.0%Unchanged