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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 15,700 | $1.00M | 0.00% | −300−1.9% | Reduced |
| Ritholtz Wealth Management | 17,392 | $1.01M | 0.06% | +702+4.2% | Added |
| Park Avenue Securities LLC | 17,569 | $1.02M | 0.02% | −1,283−6.8% | Reduced |
| Vident Investment Advisory, LLC | 17,622 | $1.03M | 0.03% | −11,485−39.5% | Reduced |
| Colony Group LLC | 17,653 | $1.03M | 0.02% | +2,020+12.9% | Added |
| Carnegie Capital Asset Management, LLC | 17,836 | $1.04M | 0.03% | +102+0.6% | Added |
| Tower Research Capital LLC (TRC) | 17,917 | $1.04M | 0.02% | −111−0.6% | Reduced |
| Kestra Private Wealth Services, LLC | 18,056 | $1.05M | 0.05% | −816−4.3% | Reduced |
| Stratos Wealth Partners, LTD. | 18,110 | $1.05M | 0.02% | −6,014−24.9% | Reduced |
| Investors Asset Management of Georgia Inc | 18,290 | $1.06M | 0.51% | −100−0.5% | Reduced |
| HBK Sorce Advisory LLC | 18,390 | $1.07M | 0.05% | +343+1.9% | Added |
| Silvercrest Asset Management Group LLC | 18,406 | $1.07M | 0.01% | +18,406 | New |
| 44 Wealth Management LLC | 18,549 | $1.08M | 0.37% | −292−1.5% | Reduced |
| D.A. Davidson & Co. | 18,971 | $1.11M | 0.01% | −613−3.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 19,119 | $1.11M | 0.14% | 00.0% | Unchanged |
| Commerce Bank | 19,191 | $1.12M | 0.01% | −2,714−12.4% | Reduced |
| Leavell Investment Management, Inc. | 19,265 | $1.12M | 0.07% | −1,168−5.7% | Reduced |
| Aperture Investors, LLC | 19,277 | $1.12M | 0.14% | 00.0% | Unchanged |
| Ieq Capital, LLC | 19,424 | $1.13M | 0.03% | −2,195−10.2% | Reduced |
| CPWM, LLC | 19,232 | $1.16M | 0.09% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,170 | $1.18M | 0.52% | −600−2.9% | Reduced |
| Stephens Inc | 20,291 | $1.18M | 0.02% | −36−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 20,412 | $1.19M | 0.07% | +6,176+43.4% | Added |
| Tiaa, FSB | 23,774 | $1.19M | 0.00% | −1,416−5.6% | Reduced |
| Wealth Alliance | 20,586 | $1.20M | 0.24% | +20+0.1% | Added |
| Assetmark, Inc | 20,771 | $1.21M | 0.00% | +7,938+61.9% | Added |
| Americana Partners, LLC | 20,794 | $1.21M | 0.22% | +20,794 | New |
| Bessemer Group Inc | 20,932 | $1.22M | 0.00% | +4,592+28.1% | Added |
| Cetera Advisor Networks LLC | 21,004 | $1.22M | 0.01% | −4,964−19.1% | Reduced |
| Altium Wealth Management LLC | 21,197 | $1.24M | 0.08% | +2,755+14.9% | Added |
| Sound View Wealth Advisors Group, LLC | 21,247 | $1.24M | 0.23% | −620−2.8% | Reduced |
| Frontier Wealth Management LLC | 21,364 | $1.24M | 0.08% | −1,000−4.5% | Reduced |
| Thomas White International Ltd | 21,388 | $1.25M | 0.20% | −15,849−42.6% | Reduced |
| Aigen Investment Management, LP | 22,446 | $1.26M | 0.08% | +22,446 | New |
| Cresset Asset Management, LLC | 21,719 | $1.26M | 0.01% | −5,897−21.4% | Reduced |
| Old Port Advisors | 22,505 | $1.27M | 0.43% | +838+3.9% | Added |
| JustInvest LLC | 21,885 | $1.27M | 0.08% | +2,608+13.5% | Added |
| Hanson & Doremus Investment Management | 22,107 | $1.29M | 0.28% | −154−0.7% | Reduced |
| Pathstone Family Office, LLC | 22,326 | $1.30M | 0.03% | +1,625+7.8% | Added |
| Qtron Investments LLC | 22,395 | $1.30M | 0.29% | −27−0.1% | Reduced |
| Acadian Asset Management LLC | 22,439 | $1.31M | 0.00% | −55,741−71.3% | Reduced |
| American Portfolios Advisors | 22,603 | $1.32M | 0.04% | +4,446+24.5% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 22,600 | $1.32M | 0.95% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 22,884 | $1.33M | 0.10% | +1,195+5.5% | Added |
| Fred Alger Management, LLC | 23,450 | $1.37M | 0.00% | +706+3.1% | Added |
| LVW Advisors, LLC | 23,496 | $1.37M | 0.23% | −1,911−7.5% | Reduced |
| Pacer Advisors, Inc. | 23,498 | $1.37M | 0.01% | −291−1.2% | Reduced |
| Ziegler Capital Management, LLC | 23,534 | $1.37M | 0.05% | −1,235−5.0% | Reduced |
| Columbus Macro, LLC | 23,620 | $1.38M | 0.46% | −1,467−5.8% | Reduced |
| NewEdge Wealth, LLC | 23,642 | $1.38M | 0.06% | −28,036−54.3% | Reduced |
| Galibier Capital Management Ltd. | 23,634 | $1.38M | 0.20% | −5,483−18.8% | Reduced |
| Cerity Partners LLC | 23,719 | $1.39M | 0.02% | +12,165+105.3% | Added |
| State Board of Administration of Florida Retirement System | 23,962 | $1.40M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 24,115 | $1.40M | 0.00% | 00.0% | Unchanged |
| Citizens Business Bank | 24,400 | $1.42M | 0.17% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 24,537 | $1.43M | 0.05% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 24,724 | $1.44M | 0.08% | +24,724 | New |
| Ariel Investments, LLC | 24,739 | $1.44M | 0.01% | −1,608−6.1% | Reduced |
| Quattro Financial Advisors LLC | 25,000 | $1.46M | 0.51% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 14,154 | $1.46M | 0.36% | −500−3.4% | Reduced |
| Pinnacle Associates Ltd | 25,215 | $1.47M | 0.03% | −154−0.6% | Reduced |
| Jackson Wealth Management, LLC | 25,216 | $1.47M | 0.19% | +450+1.8% | Added |
| Edmp, Inc. | 25,482 | $1.48M | 1.48% | −2,057−7.5% | Reduced |
| MBB Public Markets I LLC | 26,046 | $1.52M | 0.03% | +26,046 | New |
| Burney Co | 26,076 | $1.52M | 0.07% | −1,893−6.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 27,030 | $1.57M | 0.16% | +93+0.3% | Added |
| People's United Financial, Inc. | 27,305 | $1.59M | 0.04% | −532−1.9% | Reduced |
| Greenleaf Trust | 27,336 | $1.59M | 0.02% | +16+0.1% | Added |
| Banco Santander, S.A. | 27,960 | $1.63M | 0.01% | +6,230+28.7% | Added |
| TD Private Client Wealth LLC | 27,976 | $1.63M | 0.07% | +3,502+14.3% | Added |
| Peapack Gladstone Financial Corp | 28,233 | $1.65M | 0.03% | −506−1.8% | Reduced |
| ACG Wealth | 28,764 | $1.68M | 0.24% | −709−2.4% | Reduced |
| Palo Alto Investors LP | 29,260 | $1.70M | 0.11% | −172,229−85.5% | Reduced |
| Bank of Hawaii | 29,311 | $1.71M | 0.09% | −146−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 29,530 | $1.72M | 0.01% | +29,530 | New |
| Logan Capital Management Inc | 30,095 | $1.75M | 0.08% | +2,008+7.1% | Added |
| Lincoln National Corp | 30,122 | $1.75M | 0.04% | −483−1.6% | Reduced |
| Lord, Abbett & Co. LLC | 30,474 | $1.77M | 0.00% | +868+2.9% | Added |
| DRW Securities, LLC | 30,579 | $1.78M | 0.15% | −2,825−8.5% | Reduced |
| Alaska Permanent Fund Corp | 30,590 | $1.78M | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 30,798 | $1.79M | 0.25% | −5,944−16.2% | Reduced |
| Avantax Advisory Services, Inc. | 31,499 | $1.83M | 0.03% | +284+0.9% | Added |
| Signaturefd, LLC | 31,523 | $1.84M | 0.06% | +1,620+5.4% | Added |
| Crossmark Global Holdings, Inc. | 31,700 | $1.85M | 0.04% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 32,163 | $1.87M | 0.03% | +25,873+411.3% | Added |
| Veriti Management LLC | 32,392 | $1.89M | 0.24% | +709+2.2% | Added |
| Reilly Financial Advisors, LLC | 32,601 | $1.90M | 0.14% | −2,499−7.1% | Reduced |
| Regions Financial Corp | 32,874 | $1.92M | 0.01% | −355−1.1% | Reduced |
| SG Americas Securities, LLC | 33,072 | $1.93M | 0.01% | −3,961−10.7% | Reduced |
| CIBC World Markets Inc. | 33,109 | $1.93M | 0.01% | −226−0.7% | Reduced |
| Davenport & Co LLC | 33,337 | $1.94M | 0.01% | +22,093+196.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 33,540 | $1.95M | 0.00% | −3,420−9.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 33,554 | $1.96M | 0.59% | +1,016+3.1% | Added |
| Gofen & Glossberg LLC | 34,911 | $2.03M | 0.04% | −2,788−7.4% | Reduced |
| Money Concepts Capital Corp | 34,956 | $2.04M | 0.17% | +34,956 | New |
| Fore Capital, LLC | 35,000 | $2.04M | 2.48% | +35,000 | New |
| Searle & Co. | 35,600 | $2.07M | 0.75% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 35,512 | $2.08M | 0.03% | +35,512 | New |
| Guardian Capital LP | 35,850 | $2.09M | 0.04% | −3,549−9.0% | Reduced |
| Capital International Inc | 36,151 | $2.11M | 0.02% | +312+0.9% | Added |