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 |
|---|---|---|---|---|---|
| Pendal Group Limited | 13,343 | $777.0K | 0.01% | −1,046−7.3% | Reduced |
| Bluestein R H & Co | 13,325 | $776.0K | 0.03% | −2,000−13.1% | Reduced |
| Cloverfields Capital Group, LP | 13,245 | $772.0K | 0.24% | 00.0% | Unchanged |
| True North Advisors, LLC | 13,195 | $768.0K | 0.13% | −2,065−13.5% | Reduced |
| 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 |
| Atlas Capital Advisors LLC | 12,989 | $756.6K | 0.11% | +424+3.4% | Added |
| Riverview Capital Advisers, LLC | 12,920 | $752.6K | 0.33% | +12,920 | New |
| Moser Wealth Advisors, LLC | 12,800 | $746.0K | 0.45% | 00.0% | Unchanged |
| DCF Advisers, LLC | 12,745 | $742.0K | 0.37% | 00.0% | Unchanged |
| SG3 Management, LLC | 12,500 | $728.0K | 0.07% | −89,600−87.8% | Reduced |
| HRT Financial LP | 12,494 | $727.0K | 0.00% | −208,617−94.3% | Reduced |
| Spire Wealth Management | 12,468 | $726.0K | 0.02% | +2,675+27.3% | Added |
| 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 |
| First City Capital Management, Inc. | 12,943 | $721.0K | 0.41% | −1,000−7.2% | Reduced |
| Boenning & Scattergood, Inc. | 12,361 | $720.0K | 0.12% | +84+0.7% | Added |
| Central Trust Co | 12,248 | $714.0K | 0.02% | −102−0.8% | Reduced |
| Venture Visionary Partners LLC | 12,242 | $713.0K | 0.05% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,138 | $707.0K | 0.03% | +1,981+19.5% | Added |
| Sequoia Financial Advisors, LLC | 12,057 | $702.0K | 0.02% | +12,057 | New |
| 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 |
| Sittner & Nelson, LLC | 11,870 | $691.0K | 0.40% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 11,835 | $689.0K | 0.02% | −8,830−42.7% | Reduced |
| 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 |
| Camelot Portfolios, LLC | 11,388 | $663.0K | 0.27% | +3,960+53.3% | Added |
| 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 |
| Guerra Pan Advisors, LLC | 11,201 | $652.0K | 0.65% | +11,201 | New |
| XTX Topco Ltd | 11,170 | $651.0K | 0.37% | +11,170 | New |
| Columbia Asset Management | 11,031 | $643.0K | 0.13% | −275−2.4% | Reduced |
| Forum Financial Management, LP | 10,802 | $629.0K | 0.03% | +10,802 | 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 |
| 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 |
| 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 |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $619.0K | 0.19% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 10,565 | $615.0K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,549 | $614.0K | 0.04% | +554+5.5% | Added |
| Ellevest, Inc. | 10,446 | $608.0K | 0.05% | −775−6.9% | Reduced |
| Sage Rhino Capital LLC | 10,404 | $606.0K | 0.17% | +1,326+14.6% | Added |
| 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 |
| 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 |
| Apollon Wealth Management, LLC | 10,187 | $593.0K | 0.05% | +6,401+169.1% | Added |
| Mutual Advisors, LLC | 10,089 | $588.0K | 0.03% | +40.0% | Added |
| Amplius Wealth Advisors, LLC | 10,095 | $588.0K | 0.08% | +10,095 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,074 | $587.0K | 0.00% | 00.0% | Unchanged |
| Aries Wealth Management | 10,030 | $584.0K | 0.22% | −1,441−12.6% | 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 |
| Csenge Advisory Group | 9,638 | $581.0K | 0.05% | −3,690−27.7% | Reduced |
| FORA Capital, LLC | 9,942 | $579.0K | 0.22% | +9,942 | New |
| Stonnington Group, LLC | 9,923 | $577.0K | 0.12% | +50+0.5% | Added |
| Berkeley Capital Partners, LLC | 9,891 | $576.0K | 0.24% | −548−5.2% | Reduced |
| Channing Global Advisors, LLC | 9,850 | $574.0K | 0.54% | +9,850 | New |
| Coastline Trust Co | 9,810 | $571.0K | 0.07% | +86+0.9% | Added |
| 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 |
| Valeo Financial Advisors, LLC | 9,706 | $565.0K | 0.03% | −86−0.9% | 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 |
| IHT Wealth Management, LLC | 9,603 | $559.0K | 0.04% | −744−7.2% | Reduced |
| Intrust Bank NA | 9,562 | $557.0K | 0.07% | +32+0.3% | Added |
| Covenant Partners, LLC | 9,535 | $555.0K | 0.21% | 00.0% | Unchanged |
| Fiduciary Trust Co | 9,500 | $554.0K | 0.01% | −106−1.1% | Reduced |
| First Hawaiian Bank | 9,477 | $552.0K | 0.02% | +9,477 | New |
| Full Sail Capital, LLC | 9,496 | $549.0K | 0.05% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 9,402 | $548.0K | 0.39% | −8−0.1% | Reduced |
| Focus Financial Network, Inc. | 9,393 | $547.1K | 0.08% | −3,269−25.8% | Reduced |
| Meristem Family Wealth, LLC | 9,370 | $546.0K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,356 | $544.0K | 0.01% | −1,707−15.4% | Reduced |
| Flow Traders U.S. LLC | 9,299 | $542.0K | 0.03% | +9,299 | New |
| 1620 Investment Advisors, Inc. | 9,191 | $535.0K | 0.60% | +9,191 | New |
| JB Capital LLC | 9,015 | $525.2K | 0.05% | +76+0.9% | Added |
| Tower Bridge Advisors | 8,998 | $524.1K | 0.03% | −424−4.5% | Reduced |
| Flagship Harbor Advisors, LLC | 8,977 | $523.0K | 0.05% | +837+10.3% | Added |
| Hills Bank & Trust Co | 8,968 | $522.0K | 0.07% | −61−0.7% | Reduced |
| GDS Wealth Management | 8,932 | $520.0K | 0.12% | +8,932 | New |
| Key Financial Inc | 8,912 | $519.0K | 0.26% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 8,896 | $518.0K | 0.28% | +36+0.4% | Added |
| Dowling & Yahnke LLC | 8,863 | $516.0K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 8,762 | $510.0K | 0.05% | +8,762 | New |
| Whittier Trust Co | 8,726 | $508.0K | 0.01% | +624+7.7% | Added |
| Veritable, L.P. | 8,661 | $504.0K | 0.01% | −259−2.9% | Reduced |
| Cowa, LLC | 8,620 | $502.0K | 0.25% | +100+1.2% | 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 |
| BSW Wealth Partners | 8,568 | $499.0K | 0.13% | +722+9.2% | Added |
| Bray Capital Advisors | 8,500 | $495.0K | 0.12% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,488 | $494.0K | 0.01% | −511−5.7% | Reduced |
| Cutler Group LP | 8,450 | $492.0K | 0.03% | −2,828−25.1% | Reduced |
| Belpointe Asset Management LLC | 8,415 | $491.0K | 0.03% | −4,515−34.9% | Reduced |
| Capital Investment Advisory Services, LLC | 8,416 | $490.0K | 0.06% | −283−3.3% | Reduced |
| Archford Capital Strategies, LLC | 8,394 | $489.0K | 0.11% | −304−3.5% | Reduced |