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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,511 | $151.3B |
| Q1 2026 | 1,389 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 384 | $22.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 375 | $22.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 389 | $22.7K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 400 | $23.0K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 400 | $23.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 401 | $23.0K | 0.00% | +401 | New |
| Adirondack Trust Co | 420 | $24.0K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 411 | $24.0K | 0.00% | +411 | New |
| MayTech Global Investments, LLC | 424 | $25.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 422 | $25.0K | 0.01% | +422 | New |
| PSI Advisors, LLC | 447 | $26.0K | 0.01% | −400−47.2% | Reduced |
| TSFG, LLC | 447 | $26.0K | 0.01% | −141−24.0% | Reduced |
| Stonebridge Capital Advisors LLC | 441 | $26.0K | 0.00% | −41−8.5% | Reduced |
| Center for Financial Planning, Inc. | 450 | $26.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 444 | $26.0K | 0.02% | +444 | New |
| Hantz Financial Services, Inc. | 469 | $27.0K | 0.00% | −19−3.9% | Reduced |
| Albion Financial Group | 464 | $27.0K | 0.00% | +78+20.2% | Added |
| Estabrook Capital Management | 475 | $27.7K | 0.00% | +475 | New |
| Zullo Investment Group, Inc. | 480 | $28.0K | 0.01% | +480 | New |
| Compagnie Lombard Odier SCmA | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 500 | $29.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 503 | $29.0K | 0.01% | +502+50,200.0% | Added |
| Cascade Investment Advisors, Inc. | 500 | $29.1K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 511 | $30.0K | 0.01% | −20−3.8% | Reduced |
| AlphaMark Advisors, LLC | 518 | $30.0K | 0.01% | +6+1.2% | Added |
| Roble, Belko & Company, Inc | 520 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 538 | $31.0K | 0.00% | +538 | New |
| Cedar Wealth Management, LLC | 534 | $31.0K | 0.01% | +534 | New |
| Quent Capital, LLC | 536 | $31.0K | 0.01% | +536 | New |
| Raffa Wealth Management, LLC | 540 | $31.5K | 0.01% | −92−14.6% | Reduced |
| Addison Advisors LLC | 554 | $32.0K | 0.02% | +521+1,578.8% | Added |
| Ten Capital Wealth Advisors, LLC | 566 | $33.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 570 | $33.0K | 0.02% | +570 | New |
| CNB Bank | 586 | $34.0K | 0.02% | −410−41.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 600 | $35.0K | 0.02% | +600 | New |
| Resources Management Corp | 600 | $35.0K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 607 | $35.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 600 | $35.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 600 | $35.0K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 600 | $35.0K | 0.07% | +600 | New |
| Brown Brothers Harriman & Co | 617 | $36.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 627 | $37.0K | 0.03% | +627 | New |
| Ardsley Advisory Partners LP | 650 | $38.0K | 0.01% | −300,050−99.8% | Reduced |
| Independence Bank of Kentucky | 660 | $38.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 658 | $38.0K | 0.01% | +658 | New |
| M&R Capital Management Inc | 687 | $40.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 703 | $41.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 715 | $42.0K | 0.02% | +715 | New |
| Freedman Financial Associates, Inc. | 733 | $43.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 750 | $44.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 752 | $44.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 768 | $45.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,679 | $46.0K | 0.00% | +2,679 | New |
| TCI Wealth Advisors, Inc. | 802 | $47.0K | 0.01% | +157+24.3% | Added |
| BerganKDV Wealth Management, LLC | 842 | $49.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 849 | $49.5K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 881 | $51.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 900 | $52.4K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 907 | $53.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 940 | $55.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 980 | $57.0K | 0.02% | −30−3.0% | Reduced |
| Investmark Advisory Group LLC | 982 | $57.0K | 0.05% | +982 | New |
| Paragon Capital Management Ltd | 1,000 | $58.0K | 0.01% | +1,000 | New |
| Stephens Consulting, LLC | 1,017 | $59.3K | 0.05% | +1,017 | New |
| West Paces Advisors Inc. | 1,025 | $59.7K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,039 | $61.0K | 0.01% | +77+8.0% | Added |
| HC Financial Advisors Inc | 1,075 | $63.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,080 | $63.0K | 0.00% | +93+9.4% | Added |
| North Star Investment Management Corp. | 1,090 | $63.0K | 0.00% | +1,070+5,350.0% | Added |
| Brewin Dolphin Ltd | 1,100 | $64.0K | 0.00% | +200+22.2% | Added |
| Clearstead Advisors, LLC | 1,123 | $65.0K | 0.00% | −1,400−55.5% | Reduced |
| Valley National Advisers Inc | 1,146 | $67.0K | 0.01% | −328−22.3% | Reduced |
| Pinnacle Bancorp, Inc. | 1,161 | $68.0K | 0.02% | +161+16.1% | Added |
| Westside Investment Management, Inc. | 1,200 | $69.0K | 0.00% | −5,883−83.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,185 | $69.0K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,200 | $70.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,212 | $71.0K | 0.03% | −200−14.2% | Reduced |
| Tradition Wealth Management, LLC | 1,220 | $71.0K | 0.01% | −180−12.9% | Reduced |
| Lee Financial Co | 1,223 | $71.0K | 0.01% | −23−1.8% | Reduced |
| CVA Family Office, LLC | 1,219 | $71.0K | 0.02% | +1,219 | New |
| Financial Perspectives, Inc | 1,246 | $72.6K | 0.03% | +1,226+6,130.0% | Added |
| Rather & Kittrell, Inc. | 1,269 | $73.0K | 0.06% | +1,269 | New |
| Schroder Investment Management Group | 633 | $74.0K | 0.00% | −700−52.5% | Reduced |
| Artemis Wealth Advisors, LLC | 1,281 | $75.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,293 | $75.0K | 0.03% | +1,293 | New |
| Widmann Financial Services, Inc. | 1,343 | $78.0K | 0.06% | +1,343 | New |
| CoreFirst Bank & Trust | 1,399 | $81.0K | 0.05% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 1,400 | $81.5K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,430 | $82.0K | 0.00% | −120−7.7% | Reduced |
| Focused Wealth Management, Inc | 1,399 | $82.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 1,414 | $82.0K | 0.05% | +1,414 | New |
| Tyler-Stone Wealth Management | 1,437 | $84.0K | 0.04% | +1,437 | New |
| Halpern Financial, Inc. | 1,445 | $84.2K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,458 | $85.0K | 0.00% | −116−7.4% | Reduced |
| McIlrath & Eck, LLC | 1,457 | $85.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,512 | $88.1K | 0.08% | +1,512 | New |
| Kozak & Associates, Inc. | 1,460 | $89.0K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,548 | $90.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,592 | $92.0K | 0.02% | +916+135.5% | Added |