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 |
|---|---|---|---|---|---|
| Amplius Wealth Advisors, LLC | 10,095 | $588.0K | 0.08% | +10,095 | New |
| Apollon Wealth Management, LLC | 10,187 | $593.0K | 0.05% | +6,401+169.1% | Added |
| Beacon Pointe Advisors, LLC | 10,232 | $596.0K | 0.02% | +5,190+102.9% | Added |
| Sowell Financial Services LLC | 10,225 | $596.0K | 0.03% | +10,225 | New |
| Affinity Wealth Management LLC | 10,097 | $602.0K | 0.12% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 10,097 | $602.0K | 0.14% | +10,097 | New |
| Sage Rhino Capital LLC | 10,404 | $606.0K | 0.17% | +1,326+14.6% | Added |
| Ellevest, Inc. | 10,446 | $608.0K | 0.05% | −775−6.9% | Reduced |
| Moors & Cabot, Inc. | 10,549 | $614.0K | 0.04% | +554+5.5% | Added |
| Berkshire Asset Management LLC | 10,565 | $615.0K | 0.04% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $619.0K | 0.19% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10,686 | $622.0K | 0.05% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 10,682 | $622.0K | 0.46% | +890+9.1% | Added |
| Level Four Advisory Services, LLC | 10,689 | $623.0K | 0.05% | −15,428−59.1% | Reduced |
| Guardian Wealth Management, Inc. | 10,702 | $623.0K | 0.60% | +10,702 | New |
| MBM Wealth Consultants, LLC | 10,755 | $626.0K | 0.26% | +1,941+22.0% | Added |
| Quantbot Technologies LP | 10,761 | $626.0K | 0.05% | +10,761 | New |
| Forum Financial Management, LP | 10,802 | $629.0K | 0.03% | +10,802 | New |
| Columbia Asset Management | 11,031 | $643.0K | 0.13% | −275−2.4% | Reduced |
| XTX Topco Ltd | 11,170 | $651.0K | 0.37% | +11,170 | New |
| Guerra Pan Advisors, LLC | 11,201 | $652.0K | 0.65% | +11,201 | New |
| Cedar Brook Financial Partners, LLC | 11,213 | $653.0K | 0.17% | +346+3.2% | Added |
| Ameritas Advisory Services, LLC | 11,214 | $653.0K | 0.02% | +11,214 | New |
| Camelot Portfolios, LLC | 11,388 | $663.0K | 0.27% | +3,960+53.3% | Added |
| King Wealth | 11,400 | $664.0K | 0.12% | −8,400−42.4% | Reduced |
| Marietta Investment Partners LLC | 11,400 | $664.0K | 0.14% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 11,835 | $689.0K | 0.02% | −8,830−42.7% | Reduced |
| Sittner & Nelson, LLC | 11,870 | $691.0K | 0.40% | 00.0% | Unchanged |
| Grove Bank & Trust | 11,943 | $696.0K | 0.13% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 11,962 | $696.0K | 0.06% | +422+3.7% | Added |
| Sequoia Financial Advisors, LLC | 12,057 | $702.0K | 0.02% | +12,057 | New |
| Evergreen Capital Management LLC | 12,138 | $707.0K | 0.03% | +1,981+19.5% | Added |
| Venture Visionary Partners LLC | 12,242 | $713.0K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 12,248 | $714.0K | 0.02% | −102−0.8% | Reduced |
| Boenning & Scattergood, Inc. | 12,361 | $720.0K | 0.12% | +84+0.7% | Added |
| First City Capital Management, Inc. | 12,943 | $721.0K | 0.41% | −1,000−7.2% | Reduced |
| Stockman Wealth Management, Inc. | 12,400 | $722.0K | 0.15% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 12,399 | $722.0K | 0.01% | +295+2.4% | Added |
| Spire Wealth Management | 12,468 | $726.0K | 0.02% | +2,675+27.3% | Added |
| HRT Financial LP | 12,494 | $727.0K | 0.00% | −208,617−94.3% | Reduced |
| SG3 Management, LLC | 12,500 | $728.0K | 0.07% | −89,600−87.8% | Reduced |
| DCF Advisers, LLC | 12,745 | $742.0K | 0.37% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 12,800 | $746.0K | 0.45% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 12,920 | $752.6K | 0.33% | +12,920 | New |
| Atlas Capital Advisors LLC | 12,989 | $756.6K | 0.11% | +424+3.4% | Added |
| Texas Yale Capital Corp. | 13,115 | $764.0K | 0.04% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 13,110 | $764.0K | 0.06% | 00.0% | Unchanged |
| True North Advisors, LLC | 13,195 | $768.0K | 0.13% | −2,065−13.5% | Reduced |
| Cloverfields Capital Group, LP | 13,245 | $772.0K | 0.24% | 00.0% | Unchanged |
| Bluestein R H & Co | 13,325 | $776.0K | 0.03% | −2,000−13.1% | Reduced |
| Pendal Group Limited | 13,343 | $777.0K | 0.01% | −1,046−7.3% | Reduced |
| Sigma Planning Corp | 13,371 | $779.0K | 0.02% | −4,234−24.0% | Reduced |
| Grandfield & Dodd, LLC | 13,557 | $790.0K | 0.05% | −713−5.0% | Reduced |
| Malaga Cove Capital, LLC | 13,774 | $802.0K | 0.32% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 13,770 | $802.0K | 0.07% | +1,080+8.5% | Added |
| Verdence Capital Advisors LLC | 13,777 | $803.0K | 0.09% | +1,610+13.2% | Added |
| Marotta Asset Management | 13,902 | $809.8K | 0.18% | +415+3.1% | Added |
| SeaCrest Wealth Management, LLC | 14,067 | $819.0K | 0.09% | +419+3.1% | Added |
| Bayesian Capital Management, LP | 14,100 | $821.0K | 0.26% | −15,400−52.2% | Reduced |
| Hohimer Wealth Management, LLC | 14,154 | $824.0K | 0.17% | +59+0.4% | Added |
| Parallel Advisors, LLC | 14,180 | $826.0K | 0.03% | +223+1.6% | Added |
| Wedbush Securities Inc | 14,191 | $827.0K | 0.04% | −1,460−9.3% | Reduced |
| Geneos Wealth Management Inc. | 14,247 | $829.0K | 0.03% | +1,754+14.0% | Added |
| Allen Investment Management LLC | 14,254 | $830.0K | 0.01% | +14,254 | New |
| Bluefin Capital Management, LLC | 14,462 | $842.0K | 0.07% | +462+3.3% | Added |
| Umb Bank N A | 14,484 | $844.0K | 0.01% | +14,484 | New |
| Stonegate Investment Group, LLC | 14,493 | $844.0K | 0.04% | +14,493 | New |
| Cetera Advisors LLC | 14,564 | $848.0K | 0.02% | −5,393−27.0% | Reduced |
| Eqis Capital Management, Inc. | 14,573 | $849.0K | 0.06% | −241−1.6% | Reduced |
| 9258 Wealth Management, LLC | 14,617 | $851.0K | 0.20% | +95+0.7% | Added |
| Altfest L J & Co Inc | 14,616 | $851.0K | 0.16% | +3,887+36.2% | Added |
| Thompson Siegel & Walmsley LLC | 14,624 | $852.0K | 0.01% | −1,533−9.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 14,840 | $864.0K | 0.04% | +2,531+20.6% | Added |
| Westport Asset Management Inc | 15,000 | $874.0K | 0.40% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 15,000 | $874.0K | 0.01% | +15,000 | New |
| Cubist Systematic Strategies, LLC | 15,138 | $882.0K | 0.01% | +3,769+33.2% | Added |
| We Are One Seven, LLC | 15,180 | $884.0K | 0.09% | +572+3.9% | Added |
| Henshaw Capital LLC | 15,235 | $887.4K | 0.05% | +1,866+14.0% | Added |
| Horizon Kinetics Asset Management LLC | 15,263 | $889.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 15,646 | $911.0K | 0.03% | +36+0.2% | Added |
| Clarius Group, LLC | 15,750 | $917.0K | 0.07% | +6,731+74.6% | Added |
| Regentatlantic Capital LLC | 15,768 | $918.0K | 0.03% | +766+5.1% | Added |
| National Asset Management, Inc. | 15,760 | $919.0K | 0.03% | −3,526−18.3% | Reduced |
| New England Research & Management, Inc. | 15,825 | $922.0K | 0.45% | −4,100−20.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,928 | $928.0K | 0.19% | +53+0.3% | Added |
| Howland Capital Management LLC | 16,076 | $936.0K | 0.05% | +108+0.7% | Added |
| BNP Paribas Arbitrage, SA | 16,237 | $945.8K | 0.00% | −285,831−94.6% | Reduced |
| Avalon Investment & Advisory | 16,366 | $953.0K | 0.02% | −14,280−46.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 16,448 | $958.0K | 0.18% | +5,129+45.3% | Added |
| West Family Investments, Inc. | 16,579 | $966.0K | 0.27% | −230−1.4% | Reduced |
| Mitchell Capital Management Co | 16,599 | $967.0K | 0.20% | +95+0.6% | Added |
| TD Ameritrade Investment Management, LLC | 16,678 | $971.0K | 0.01% | +11,956+253.2% | Added |
| Integrated Investment Consultants, LLC | 16,734 | $976.0K | 0.26% | 00.0% | Unchanged |
| De Burlo Group Inc | 16,763 | $976.0K | 0.14% | +445+2.7% | Added |
| Quadrant Capital Group LLC | 16,916 | $985.0K | 0.12% | +31+0.2% | Added |
| Lester Murray Antman dba SimplyRich | 16,930 | $986.0K | 0.33% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 16,978 | $989.0K | 0.11% | +898+5.6% | Added |
| Fragasso Group Inc. | 17,093 | $996.0K | 0.12% | −14−0.1% | Reduced |
| Gyon Technologies Capital Management, LP | 17,129 | $998.0K | 0.18% | −51,803−75.2% | Reduced |
| Oarsman Capital, Inc. | 17,145 | $999.0K | 0.39% | +145+0.9% | Added |