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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1,596 | $93.0K | 0.03% | +819+105.4% | Added |
| High Net Worth Advisory Group LLC | 1,593 | $93.0K | 0.03% | +1,593 | New |
| Fieldpoint Private Securities, LLC | 1,640 | $96.0K | 0.02% | +215+15.1% | Added |
| BDO Wealth Advisors, LLC | 1,667 | $97.0K | 0.01% | +964+137.1% | Added |
| Beaird Harris Wealth Management, LLC | 1,700 | $99.0K | 0.04% | +1,700 | New |
| Dougherty Wealth Advisers LLC | 1,722 | $100.0K | 0.14% | 00.0% | Unchanged |
| First Financial Corp | 1,760 | $103.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,768 | $103.0K | 0.01% | +1,768 | New |
| Harbour Investments, Inc. | 1,825 | $106.0K | 0.01% | −12,509−87.3% | Reduced |
| Sierra Capital LLC | 900 | $106.0K | 0.02% | +900 | New |
| Crewe Advisors LLC | 1,874 | $109.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,864 | $109.0K | 0.01% | +885+90.4% | Added |
| PrairieView Partners, LLC | 1,864 | $109.0K | 0.02% | +1,864 | New |
| Blueprint Investment Partners LLC | 1,882 | $109.6K | 0.03% | +214+12.8% | Added |
| JFS Wealth Advisors, LLC | 1,973 | $115.0K | 0.01% | +159+8.8% | Added |
| Newbridge Financial Services Group, Inc. | 1,986 | $116.0K | 0.05% | +944+90.6% | Added |
| Monolith Advisors | 2,000 | $117.0K | 0.09% | +2,000 | New |
| Sandy Cove Advisors, LLC | 2,000 | $117.0K | 0.10% | +2,000 | New |
| Zions Bancorporation, N.A. | 2,025 | $118.0K | 0.01% | −12−0.6% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,000 | $119.0K | 0.06% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,058 | $119.9K | 0.01% | −47−2.2% | Reduced |
| Ancora Advisors, LLC | 2,196 | $128.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,460 | $143.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,498 | $145.0K | 0.00% | +434+21.0% | Added |
| Concord Wealth Partners | 2,502 | $146.0K | 0.04% | +1,809+261.0% | Added |
| Old North State Trust, LLC | 2,526 | $147.0K | 0.11% | +2,265+867.8% | Added |
| Central Bank & Trust Co | 2,563 | $149.0K | 0.02% | −271−9.6% | Reduced |
| Salem Investment Counselors Inc | 2,839 | $165.0K | 0.01% | +1,839+183.9% | Added |
| Garde Capital, Inc. | 2,882 | $168.0K | 0.02% | +801+38.5% | Added |
| Allworth Financial LP | 2,913 | $170.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 2,940 | $171.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,950 | $171.0K | 0.05% | +2,950 | New |
| Carroll Financial Associates, Inc. | 2,983 | $173.0K | 0.01% | −23−0.8% | Reduced |
| IFP Advisors, Inc | 2,959 | $175.0K | 0.00% | −133−4.3% | Reduced |
| Sandy Spring Bank | 3,012 | $176.0K | 0.01% | −400−11.7% | Reduced |
| Sutton Wealth Advisors Inc. | 3,052 | $177.8K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3,118 | $182.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,255 | $190.0K | 0.07% | +2,855+713.8% | Added |
| Allspring Global Investments Holdings, LLC | 3,361 | $195.0K | 0.00% | +3,361 | New |
| Intersect Capital LLC | 3,433 | $200.0K | 0.04% | −400−10.4% | Reduced |
| Optas, LLC | 3,423 | $200.0K | 0.06% | +3,423 | New |
| Financial Architects, Inc | 3,468 | $202.0K | 0.03% | 00.0% | Unchanged |
| Wexford Capital LP | 3,527 | $205.0K | 0.02% | +3,527 | New |
| Bellwether Advisors, LLC | 3,541 | $206.0K | 0.06% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,557 | $207.0K | 0.06% | +202+6.0% | Added |
| Dynamic Advisor Solutions LLC | 3,554 | $207.0K | 0.01% | +3,554 | New |
| Karp Capital Management Corp | 3,563 | $208.0K | 0.03% | 00.0% | Unchanged |
| Gratus Capital LLC | 3,572 | $208.0K | 0.02% | +3,572 | New |
| SFG Wealth Management, LLC. | 3,569 | $208.0K | 0.18% | +3,569 | New |
| Brookstone Capital Management | 3,633 | $209.0K | 0.00% | −18−0.5% | Reduced |
| Canal Capital Management, LLC | 3,599 | $210.0K | 0.05% | 00.0% | Unchanged |
| NinePointTwo Capital | 3,627 | $211.0K | 0.07% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 3,673 | $214.0K | 0.07% | −397−9.8% | Reduced |
| Jones Financial Companies LLLP | 3,674 | $214.0K | 0.00% | +3,230+727.5% | Added |
| Beaumont Financial Partners, LLC | 3,682 | $214.0K | 0.02% | +3,682 | New |
| Hudock, Inc. | 3,755 | $218.0K | 0.06% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,751 | $218.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,743 | $218.0K | 0.00% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 3,760 | $219.0K | 0.06% | +3,760 | New |
| Equitable Holdings, Inc. | 3,795 | $221.0K | 0.00% | −40−1.0% | Reduced |
| Covington Capital Management | 3,795 | $221.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 3,801 | $221.0K | 0.04% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,799 | $221.3K | 0.03% | +3,799 | New |
| Empirical Finance, LLC | 3,813 | $222.0K | 0.03% | −228−5.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,843 | $224.0K | 0.11% | +25+0.7% | Added |
| Miracle Mile Advisors, LLC | 3,876 | $226.0K | 0.01% | +3,876 | New |
| Kovack Advisors, Inc. | 3,905 | $227.0K | 0.02% | −885−18.5% | Reduced |
| MPS Loria Financial Planners, LLC | 3,910 | $227.0K | 0.09% | −692−15.0% | Reduced |
| Kendall Capital Management | 3,899 | $227.0K | 0.11% | −92−2.3% | Reduced |
| Guyasuta Investment Advisors Inc | 3,905 | $227.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 3,900 | $227.0K | 0.00% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 3,897 | $227.0K | 0.01% | +100+2.6% | Added |
| Fifth Third Bancorp | 3,910 | $228.0K | 0.00% | −1,187−23.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,921 | $228.0K | 0.04% | −623−13.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,913 | $228.0K | 0.01% | −36−0.9% | Reduced |
| CWA Asset Management Group, LLC | 3,933 | $229.0K | 0.02% | +297+8.2% | Added |
| Diversified, LLC | 3,941 | $230.0K | 0.10% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,963 | $231.0K | 0.02% | +3,963 | New |
| Diversified Trust Co | 3,990 | $232.0K | 0.01% | −73−1.8% | Reduced |
| Visionary Wealth Advisors | 3,991 | $232.0K | 0.02% | +3,991 | New |
| Credit Agricole S A | 4,000 | $233.0K | 0.01% | −1,530−27.7% | Reduced |
| Northcape Wealth Management, LLC | 4,000 | $233.0K | 0.08% | +4,000 | New |
| Lynch Asset Management, Inc. | 4,000 | $233.0K | 0.16% | +4,000 | New |
| Five Oceans Advisors | 4,027 | $235.0K | 0.21% | −41−1.0% | Reduced |
| Regal Investment Advisors LLC | 4,038 | $235.0K | 0.02% | +185+4.8% | Added |
| CoreCap Advisors, LLC | 4,033 | $235.0K | 0.02% | +4,033 | New |
| Perigon Wealth Management, LLC | 4,054 | $236.0K | 0.02% | −204−4.8% | Reduced |
| First Financial Bank - Trust Division | 4,058 | $236.0K | 0.02% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 4,087 | $238.0K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 4,157 | $242.0K | 0.01% | +76+1.9% | Added |
| Legacy Financial Advisors, Inc. | 4,175 | $243.0K | 0.06% | −861−17.1% | Reduced |
| Essex Financial Services, Inc. | 4,218 | $246.0K | 0.02% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,250 | $247.0K | 0.01% | −1,150−21.3% | Reduced |
| Sequent Asset Management, LLC | 4,248 | $247.0K | 0.13% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 4,243 | $247.0K | 0.15% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 4,253 | $248.0K | 0.03% | +4,253 | New |
| DMG Group, LLC | 4,179 | $248.0K | 0.21% | +4,179 | New |
| Equitable Trust Co | 4,299 | $250.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,300 | $250.0K | 0.08% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 4,320 | $252.0K | 0.20% | +4,320 | New |