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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 6,576 | $383.0K | 0.06% | −5,125−43.8% | Reduced |
| DGS Capital Management, LLC | 6,583 | $383.0K | 0.24% | +6,583 | New |
| Flaharty Asset Management, LLC | 6,590 | $384.0K | 0.07% | +110+1.7% | Added |
| CAPROCK Group, Inc. | 6,628 | $386.0K | 0.03% | −1,926−22.5% | Reduced |
| Nwam LLC | 6,619 | $386.0K | 0.03% | +3,091+87.6% | Added |
| Investors Research Corp | 6,644 | $387.0K | 0.12% | 00.0% | Unchanged |
| Dillon & Associates Inc | 6,665 | $387.0K | 0.07% | +6,665 | New |
| Northstar Group, Inc. | 6,645 | $387.0K | 0.09% | +6,645 | New |
| Cordasco Financial Network | 6,668 | $388.0K | 0.24% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6,697 | $390.0K | 0.02% | −149−2.2% | Reduced |
| Good Life Advisors, LLC | 6,715 | $391.0K | 0.05% | +33+0.5% | Added |
| Andesa Financial Management Inc. | 6,801 | $396.0K | 0.19% | −1,002−12.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 6,804 | $396.0K | 0.36% | +6,804 | New |
| Garner Asset Management Corp | 6,905 | $402.0K | 0.17% | −200−2.8% | Reduced |
| ETF Managers Group, LLC | 6,930 | $405.0K | 0.01% | −1,506−17.9% | Reduced |
| Moody National Bank Trust Division | 6,975 | $406.0K | 0.01% | −21,826−75.8% | Reduced |
| Kingsview Wealth Management, LLC | 7,004 | $408.0K | 0.02% | −164−2.3% | Reduced |
| NorthRock Partners, LLC | 7,051 | $411.0K | 0.03% | −350−4.7% | Reduced |
| SPC Financial, Inc. | 7,100 | $414.0K | 0.05% | −600−7.8% | Reduced |
| Fruth Investment Management | 7,146 | $416.0K | 0.11% | 00.0% | Unchanged |
| Huntington National Bank | 7,134 | $416.0K | 0.00% | +2,970+71.3% | Added |
| Stevard, LLC | 7,248 | $422.0K | 0.30% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7,247 | $422.0K | 0.03% | +571+8.6% | Added |
| Beacon Investment Advisory Services, Inc. | 7,268 | $423.0K | 0.02% | +110+1.5% | Added |
| Balentine LLC | 7,265 | $423.0K | 0.01% | +1,352+22.9% | Added |
| LVM Capital Management Ltd | 7,300 | $425.0K | 0.06% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 7,296 | $425.0K | 0.53% | +7,296 | New |
| Astrantus Ltd | 7,301 | $425.0K | 0.32% | +7,301 | New |
| Hancock Whitney Corp | 7,372 | $429.0K | 0.01% | +879+13.5% | Added |
| Jacobi Capital Management LLC | 7,390 | $430.0K | 0.05% | −165−2.2% | Reduced |
| Koss-Olinger Consulting, LLC | 7,453 | $434.0K | 0.07% | −1,496−16.7% | Reduced |
| Ballentine Partners, LLC | 7,507 | $437.0K | 0.01% | −311−4.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,503 | $437.1K | 0.00% | −628−7.7% | Reduced |
| Cozad Asset Management Inc | 7,528 | $439.0K | 0.06% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 7,569 | $441.0K | 0.14% | −18−0.2% | Reduced |
| Panagora Asset Management Inc | 7,707 | $449.0K | 0.00% | −26,795−77.7% | Reduced |
| Geller Advisors LLC | 7,888 | $459.0K | 0.09% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 7,916 | $461.0K | 0.30% | +597+8.2% | Added |
| Ar Asset Management Inc | 8,000 | $466.0K | 0.12% | 00.0% | Unchanged |
| Fca Corp | 8,000 | $466.0K | 0.16% | 00.0% | Unchanged |
| XR Securities LLC | 8,009 | $467.0K | 0.05% | +4,157+107.9% | Added |
| Blueshift Asset Management, LLC | 8,040 | $468.0K | 0.04% | −12,234−60.3% | Reduced |
| Roberts Glore & Co Inc | 8,037 | $468.0K | 0.12% | +97+1.2% | Added |
| Benjamin Edwards Inc | 8,064 | $470.0K | 0.15% | +7,086+724.5% | Added |
| 180 Wealth Advisors, LLC | 7,962 | $471.0K | 0.11% | +1,266+18.9% | Added |
| Meridian Wealth Management, LLC | 8,109 | $472.0K | 0.05% | −7−0.1% | Reduced |
| CWM, LLC | 8,108 | $472.0K | 0.00% | +8,108 | New |
| Prospera Financial Services Inc | 8,116 | $473.0K | 0.02% | −3,003−27.0% | Reduced |
| Philadelphia Trust Co | 8,146 | $475.0K | 0.03% | 00.0% | Unchanged |
| RB Capital Management, LLC | 8,230 | $479.0K | 0.15% | +84+1.0% | Added |
| RMB Capital Management, LLC | 8,273 | $482.0K | 0.01% | +2,728+49.2% | Added |
| Archford Capital Strategies, LLC | 8,394 | $489.0K | 0.11% | −304−3.5% | Reduced |
| Capital Investment Advisory Services, LLC | 8,416 | $490.0K | 0.06% | −283−3.3% | Reduced |
| Belpointe Asset Management LLC | 8,415 | $491.0K | 0.03% | −4,515−34.9% | Reduced |
| Cutler Group LP | 8,450 | $492.0K | 0.03% | −2,828−25.1% | Reduced |
| EP Wealth Advisors, LLC | 8,488 | $494.0K | 0.01% | −511−5.7% | Reduced |
| Bray Capital Advisors | 8,500 | $495.0K | 0.12% | 00.0% | Unchanged |
| BSW Wealth Partners | 8,568 | $499.0K | 0.13% | +722+9.2% | Added |
| Personal Capital Advisors Corp | 8,828 | $500.0K | 0.00% | +1,141+14.8% | Added |
| Wintrust Investments LLC | 8,586 | $500.0K | 0.05% | +8,586 | New |
| Cowa, LLC | 8,620 | $502.0K | 0.25% | +100+1.2% | Added |
| Veritable, L.P. | 8,661 | $504.0K | 0.01% | −259−2.9% | Reduced |
| Whittier Trust Co | 8,726 | $508.0K | 0.01% | +624+7.7% | Added |
| Schechter Investment Advisors, LLC | 8,762 | $510.0K | 0.05% | +8,762 | New |
| Dowling & Yahnke LLC | 8,863 | $516.0K | 0.02% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 8,896 | $518.0K | 0.28% | +36+0.4% | Added |
| Key Financial Inc | 8,912 | $519.0K | 0.26% | 00.0% | Unchanged |
| GDS Wealth Management | 8,932 | $520.0K | 0.12% | +8,932 | New |
| Hills Bank & Trust Co | 8,968 | $522.0K | 0.07% | −61−0.7% | Reduced |
| Flagship Harbor Advisors, LLC | 8,977 | $523.0K | 0.05% | +837+10.3% | Added |
| Tower Bridge Advisors | 8,998 | $524.1K | 0.03% | −424−4.5% | Reduced |
| JB Capital LLC | 9,015 | $525.2K | 0.05% | +76+0.9% | Added |
| 1620 Investment Advisors, Inc. | 9,191 | $535.0K | 0.60% | +9,191 | New |
| Flow Traders U.S. LLC | 9,299 | $542.0K | 0.03% | +9,299 | New |
| Lido Advisors, LLC | 9,356 | $544.0K | 0.01% | −1,707−15.4% | Reduced |
| Meristem Family Wealth, LLC | 9,370 | $546.0K | 0.05% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 9,393 | $547.1K | 0.08% | −3,269−25.8% | Reduced |
| Cohen Investment Advisors LLC | 9,402 | $548.0K | 0.39% | −8−0.1% | Reduced |
| Full Sail Capital, LLC | 9,496 | $549.0K | 0.05% | 00.0% | Unchanged |
| First Hawaiian Bank | 9,477 | $552.0K | 0.02% | +9,477 | New |
| Fiduciary Trust Co | 9,500 | $554.0K | 0.01% | −106−1.1% | Reduced |
| Covenant Partners, LLC | 9,535 | $555.0K | 0.21% | 00.0% | Unchanged |
| Intrust Bank NA | 9,562 | $557.0K | 0.07% | +32+0.3% | Added |
| IHT Wealth Management, LLC | 9,603 | $559.0K | 0.04% | −744−7.2% | Reduced |
| Gradient Investments LLC | 9,606 | $560.0K | 0.01% | −480−4.8% | Reduced |
| Spinnaker Investment Group, LLC | 9,410 | $560.0K | 0.20% | +9,410 | New |
| Valeo Financial Advisors, LLC | 9,706 | $565.0K | 0.03% | −86−0.9% | Reduced |
| Thompson Investment Management, Inc. | 9,750 | $568.0K | 0.08% | −700−6.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 9,759 | $568.0K | 0.03% | +9,759 | New |
| Coastline Trust Co | 9,810 | $571.0K | 0.07% | +86+0.9% | Added |
| Channing Global Advisors, LLC | 9,850 | $574.0K | 0.54% | +9,850 | New |
| Berkeley Capital Partners, LLC | 9,891 | $576.0K | 0.24% | −548−5.2% | Reduced |
| Stonnington Group, LLC | 9,923 | $577.0K | 0.12% | +50+0.5% | Added |
| FORA Capital, LLC | 9,942 | $579.0K | 0.22% | +9,942 | New |
| Csenge Advisory Group | 9,638 | $581.0K | 0.05% | −3,690−27.7% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $583.0K | 0.00% | −4,550−31.3% | Reduced |
| Courier Capital LLC | 10,017 | $583.0K | 0.05% | 00.0% | Unchanged |
| Aries Wealth Management | 10,030 | $584.0K | 0.22% | −1,441−12.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,074 | $587.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,089 | $588.0K | 0.03% | +40.0% | Added |