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 | 1,388 | $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 |
|---|---|---|---|---|---|
| Creative Planning | 66,838 | $3.89M | 0.01% | −1,490−2.2% | Reduced |
| Cypress Capital Management LLC | 66,643 | $3.88M | 0.44% | +55,966+524.2% | Added |
| Meitav Dash Investments Ltd | 66,116 | $3.86M | 0.06% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 65,295 | $3.80M | 1.48% | +1,487+2.3% | Added |
| Cinctive Capital Management LP | 64,800 | $3.77M | 0.18% | +34,800+116.0% | Added |
| Cetera Investment Advisers | 62,174 | $3.62M | 0.05% | −3,336−5.1% | Reduced |
| Capital International Sarl | 62,031 | $3.61M | 0.17% | +9,176+17.4% | Added |
| Moody Lynn & Lieberson, LLC | 60,238 | $3.51M | 0.24% | +60,238 | New |
| Bellevue Group AG | 59,000 | $3.44M | 0.04% | +59,000 | New |
| Mariner, LLC | 57,894 | $3.37M | 0.01% | +11,537+24.9% | Added |
| Lazard Asset Management LLC | 57,665 | $3.36M | 0.00% | −755,118−92.9% | Reduced |
| Wetherby Asset Management Inc | 56,507 | $3.29M | 0.19% | −122−0.2% | Reduced |
| Patten Group, Inc. | 55,999 | $3.26M | 0.86% | −20.0% | Reduced |
| Azzad Asset Management Inc | 55,651 | $3.24M | 0.43% | +30,384+120.3% | Added |
| FourThought Financial, LLC | 53,808 | $3.13M | 0.39% | +4,996+10.2% | Added |
| Perpetual Investment Management Ltd | 53,555 | $3.12M | 0.36% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 53,492 | $3.12M | 0.02% | +53,492 | New |
| Captrust Financial Advisors | 53,399 | $3.11M | 0.02% | +2,082+4.1% | Added |
| RNC Capital Management LLC | 52,856 | $3.08M | 0.15% | −19,713−27.2% | Reduced |
| FDx Advisors, Inc. | 51,459 | $3.00M | 0.08% | −3,100−5.7% | Reduced |
| Cowen Prime Advisors LLC | 51,420 | $3.00M | 1.02% | −3,000−5.5% | Reduced |
| United Capital Financial Advisers, LLC | 50,861 | $2.96M | 0.01% | +7,093+16.2% | Added |
| Northwestern Mutual Wealth Management Co | 49,845 | $2.90M | 0.00% | +3,181+6.8% | Added |
| Nomura Holdings Inc | 49,501 | $2.88M | 0.02% | −11,000−18.2% | Reduced |
| Jefferies Group LLC | 48,342 | $2.82M | 0.05% | −27,844−36.5% | Reduced |
| Yousif Capital Management, LLC | 48,245 | $2.81M | 0.03% | +48,245 | New |
| Bender Robert & Associates | 46,579 | $2.80M | 0.81% | 00.0% | Unchanged |
| Fiera Capital Corp | 46,633 | $2.72M | 0.01% | −1,619−3.4% | Reduced |
| Integrated Wealth Concepts LLC | 45,576 | $2.65M | 0.08% | +2,110+4.9% | Added |
| GWM Advisors LLC | 45,480 | $2.65M | 0.04% | +1,130+2.5% | Added |
| Seascape Capital Management | 44,152 | $2.57M | 1.21% | +914+2.1% | Added |
| Private Harbour Investment Management & Counsel, LLC | 44,052 | $2.57M | 2.05% | −432−1.0% | Reduced |
| Handelsbanken Fonder AB | 43,730 | $2.55M | 0.01% | −9,600−18.0% | Reduced |
| Tealwood Asset Management Inc | 43,582 | $2.54M | 1.02% | −3,040−6.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 43,409 | $2.54M | 0.01% | −5,641−11.5% | Reduced |
| AE Wealth Management LLC | 43,546 | $2.54M | 0.02% | +960+2.3% | Added |
| Cowen and Company, LLC | 43,412 | $2.53M | 0.24% | +920+2.2% | Added |
| McKinley Capital Management LLC /Delaware | 43,276 | $2.52M | 0.23% | −769−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 42,880 | $2.50M | 0.04% | +1,103+2.6% | Added |
| Pinkerton Retirement Specialists, LLC | 41,011 | $2.39M | 0.42% | +1,696+4.3% | Added |
| Brandywine Oak Private Wealth LLC | 41,026 | $2.39M | 0.26% | +1,731+4.4% | Added |
| Credential Qtrade Securities Inc. | 40,450 | $2.36M | 0.16% | +2,296+6.0% | Added |
| Sawtooth Solutions, LLC | 40,240 | $2.34M | 0.26% | +22,296+124.3% | Added |
| Oppenheimer Asset Management Inc. | 39,938 | $2.33M | 0.03% | −2,274−5.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 39,662 | $2.31M | 0.13% | −2,585−6.1% | Reduced |
| Naples Global Advisors, LLC | 39,533 | $2.30M | 0.27% | +175+0.4% | Added |
| Corient Capital Partners, LLC | 39,168 | $2.28M | 0.15% | −7,398−15.9% | Reduced |
| Advisor Partners LLC | 38,438 | $2.24M | 0.14% | −2,420−5.9% | Reduced |
| Ethic Inc. | 38,349 | $2.23M | 0.17% | −579−1.5% | Reduced |
| Cullinan Associates Inc | 37,559 | $2.19M | 0.11% | −2,134−5.4% | Reduced |
| Squarepoint Ops LLC | 36,241 | $2.11M | 0.01% | +20,082+124.3% | Added |
| Capital International Inc | 36,151 | $2.11M | 0.02% | +312+0.9% | Added |
| Guardian Capital LP | 35,850 | $2.09M | 0.04% | −3,549−9.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 35,512 | $2.08M | 0.03% | +35,512 | New |
| Searle & Co. | 35,600 | $2.07M | 0.75% | 00.0% | Unchanged |
| Fore Capital, LLC | 35,000 | $2.04M | 2.48% | +35,000 | New |
| Money Concepts Capital Corp | 34,956 | $2.04M | 0.17% | +34,956 | New |
| Gofen & Glossberg LLC | 34,911 | $2.03M | 0.04% | −2,788−7.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 33,554 | $1.96M | 0.59% | +1,016+3.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 33,540 | $1.95M | 0.00% | −3,420−9.3% | Reduced |
| Davenport & Co LLC | 33,337 | $1.94M | 0.01% | +22,093+196.5% | Added |
| CIBC World Markets Inc. | 33,109 | $1.93M | 0.01% | −226−0.7% | Reduced |
| SG Americas Securities, LLC | 33,072 | $1.93M | 0.01% | −3,961−10.7% | Reduced |
| Regions Financial Corp | 32,874 | $1.92M | 0.01% | −355−1.1% | Reduced |
| Reilly Financial Advisors, LLC | 32,601 | $1.90M | 0.14% | −2,499−7.1% | Reduced |
| Veriti Management LLC | 32,392 | $1.89M | 0.24% | +709+2.2% | Added |
| Boston Private Wealth LLC | 32,163 | $1.87M | 0.03% | +25,873+411.3% | Added |
| Crossmark Global Holdings, Inc. | 31,700 | $1.85M | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 31,523 | $1.84M | 0.06% | +1,620+5.4% | Added |
| Avantax Advisory Services, Inc. | 31,499 | $1.83M | 0.03% | +284+0.9% | Added |
| Private Trust Co NA | 30,798 | $1.79M | 0.25% | −5,944−16.2% | Reduced |
| 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 |
| Lord, Abbett & Co. LLC | 30,474 | $1.77M | 0.00% | +868+2.9% | Added |
| Lincoln National Corp | 30,122 | $1.75M | 0.04% | −483−1.6% | Reduced |
| Logan Capital Management Inc | 30,095 | $1.75M | 0.08% | +2,008+7.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 29,530 | $1.72M | 0.01% | +29,530 | New |
| Bank of Hawaii | 29,311 | $1.71M | 0.09% | −146−0.5% | Reduced |
| Palo Alto Investors LP | 29,260 | $1.70M | 0.11% | −172,229−85.5% | Reduced |
| ACG Wealth | 28,764 | $1.68M | 0.24% | −709−2.4% | Reduced |
| Peapack Gladstone Financial Corp | 28,233 | $1.65M | 0.03% | −506−1.8% | Reduced |
| TD Private Client Wealth LLC | 27,976 | $1.63M | 0.07% | +3,502+14.3% | Added |
| Banco Santander, S.A. | 27,960 | $1.63M | 0.01% | +6,230+28.7% | Added |
| Greenleaf Trust | 27,336 | $1.59M | 0.02% | +16+0.1% | Added |
| People's United Financial, Inc. | 27,305 | $1.59M | 0.04% | −532−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 27,030 | $1.57M | 0.16% | +93+0.3% | Added |
| Burney Co | 26,076 | $1.52M | 0.07% | −1,893−6.8% | Reduced |
| MBB Public Markets I LLC | 26,046 | $1.52M | 0.03% | +26,046 | New |
| Edmp, Inc. | 25,482 | $1.48M | 1.48% | −2,057−7.5% | 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 |
| Paradigm Asset Management Co LLC | 14,154 | $1.46M | 0.36% | −500−3.4% | Reduced |
| Quattro Financial Advisors LLC | 25,000 | $1.46M | 0.51% | 00.0% | Unchanged |
| Ariel Investments, LLC | 24,739 | $1.44M | 0.01% | −1,608−6.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 24,724 | $1.44M | 0.08% | +24,724 | New |
| Nicholas Hoffman & Company, LLC. | 24,537 | $1.43M | 0.05% | 00.0% | Unchanged |
| Citizens Business Bank | 24,400 | $1.42M | 0.17% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 24,115 | $1.40M | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 23,962 | $1.40M | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 23,719 | $1.39M | 0.02% | +12,165+105.3% | Added |