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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 8,273 | $482.0K | 0.01% | +2,728+49.2% | Added |
| RB Capital Management, LLC | 8,230 | $479.0K | 0.15% | +84+1.0% | Added |
| Philadelphia Trust Co | 8,146 | $475.0K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 8,116 | $473.0K | 0.02% | −3,003−27.0% | Reduced |
| 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 |
| 180 Wealth Advisors, LLC | 7,962 | $471.0K | 0.11% | +1,266+18.9% | Added |
| Benjamin Edwards Inc | 8,064 | $470.0K | 0.15% | +7,086+724.5% | 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 |
| XR Securities LLC | 8,009 | $467.0K | 0.05% | +4,157+107.9% | 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 |
| Mitchell & Pahl Private Wealth, LLC | 7,916 | $461.0K | 0.30% | +597+8.2% | Added |
| Geller Advisors LLC | 7,888 | $459.0K | 0.09% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 7,707 | $449.0K | 0.00% | −26,795−77.7% | Reduced |
| Henry James International Management, Inc. | 7,569 | $441.0K | 0.14% | −18−0.2% | Reduced |
| Cozad Asset Management Inc | 7,528 | $439.0K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,503 | $437.1K | 0.00% | −628−7.7% | Reduced |
| Ballentine Partners, LLC | 7,507 | $437.0K | 0.01% | −311−4.0% | Reduced |
| Koss-Olinger Consulting, LLC | 7,453 | $434.0K | 0.07% | −1,496−16.7% | Reduced |
| Jacobi Capital Management LLC | 7,390 | $430.0K | 0.05% | −165−2.2% | Reduced |
| Hancock Whitney Corp | 7,372 | $429.0K | 0.01% | +879+13.5% | 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 |
| 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 |
| 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 |
| 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 |
| SPC Financial, Inc. | 7,100 | $414.0K | 0.05% | −600−7.8% | Reduced |
| NorthRock Partners, LLC | 7,051 | $411.0K | 0.03% | −350−4.7% | Reduced |
| Kingsview Wealth Management, LLC | 7,004 | $408.0K | 0.02% | −164−2.3% | Reduced |
| Moody National Bank Trust Division | 6,975 | $406.0K | 0.01% | −21,826−75.8% | Reduced |
| ETF Managers Group, LLC | 6,930 | $405.0K | 0.01% | −1,506−17.9% | Reduced |
| Garner Asset Management Corp | 6,905 | $402.0K | 0.17% | −200−2.8% | Reduced |
| 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 |
| Good Life Advisors, LLC | 6,715 | $391.0K | 0.05% | +33+0.5% | Added |
| Independent Advisor Alliance | 6,697 | $390.0K | 0.02% | −149−2.2% | Reduced |
| Cordasco Financial Network | 6,668 | $388.0K | 0.24% | 00.0% | Unchanged |
| 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 |
| 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 |
| Flaharty Asset Management, LLC | 6,590 | $384.0K | 0.07% | +110+1.7% | Added |
| 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 |
| ExodusPoint Capital Management, LP | 6,520 | $380.0K | 0.00% | −67,163−91.2% | Reduced |
| Centaurus Financial, Inc. | 6,502 | $379.0K | 0.03% | −470−6.7% | Reduced |
| Trust Co of Toledo NA | 6,506 | $379.0K | 0.06% | −7−0.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,513 | $379.0K | 0.15% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 6,451 | $376.0K | 0.11% | −126−1.9% | Reduced |
| Angeles Investment Advisors, LLC | 6,442 | $375.0K | 0.02% | +853+15.3% | Added |
| Advisory Services Network, LLC | 6,411 | $373.0K | 0.01% | −1,360−17.5% | Reduced |
| Financial Advisory Service, Inc. | 6,346 | $370.0K | 0.03% | +455+7.7% | Added |
| JGP Global Gestao de Recursos Ltda. | 6,343 | $369.0K | 0.17% | −10−0.2% | Reduced |
| Johnson Investment Counsel Inc | 6,291 | $366.0K | 0.00% | −994−13.6% | Reduced |
| Jag Capital Management, LLC | 6,256 | $364.0K | 0.03% | −20−0.3% | Reduced |
| Arete Wealth Advisors, LLC | 6,167 | $359.0K | 0.03% | +6,167 | New |
| Noesis Capital Mangement Corp | 6,129 | $357.0K | 0.07% | +120+2.0% | Added |
| Prospector Partners LLC | 6,060 | $353.0K | 0.04% | 00.0% | Unchanged |
| Willner & Heller, LLC | 5,857 | $352.0K | 0.47% | +5,857 | New |
| Buckingham Strategic Wealth, LLC | 6,023 | $351.0K | 0.01% | −408−6.3% | Reduced |
| Banco de Sabadell, S.A | 5,989 | $351.0K | 0.20% | +552+10.2% | Added |
| NTV Asset Management LLC | 6,000 | $350.0K | 0.06% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 6,000 | $349.0K | 0.19% | −35,610−85.6% | Reduced |
| Marcum Wealth, LLC | 5,976 | $348.0K | 0.05% | −1,207−16.8% | Reduced |
| MQS Management LLC | 5,979 | $348.0K | 0.56% | +5,979 | New |
| HB Wealth Management, LLC | 5,943 | $346.0K | 0.01% | +5,943 | New |
| Doyle Wealth Management | 5,931 | $345.0K | 0.02% | −566−8.7% | Reduced |
| Baldwin Investment Management, LLC | 5,906 | $344.0K | 0.09% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5,910 | $344.0K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 5,909 | $344.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 5,900 | $344.0K | 0.11% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,871 | $342.0K | 0.00% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,848 | $341.0K | 0.01% | −3,177−35.2% | Reduced |
| Western Wealth Management, LLC | 5,834 | $340.0K | 0.03% | +5,834 | New |
| Clear Street Markets LLC | 5,800 | $338.0K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 5,789 | $337.0K | 0.01% | −878−13.2% | Reduced |
| Comerica Securities,inc. | 5,786 | $337.0K | 0.02% | +233+4.2% | Added |
| Ascent Group, LLC | 5,704 | $337.0K | 0.04% | +5,704 | New |
| BLB&B Advisors, LLC | 5,775 | $336.0K | 0.02% | −6,982−54.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,730 | $334.0K | 0.07% | +20+0.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 5,732 | $334.0K | 0.03% | +250+4.6% | Added |
| Coldstream Capital Management Inc | 5,651 | $329.0K | 0.01% | +5,651 | New |
| Winfield Associates, Inc. | 5,636 | $328.0K | 0.11% | +5,636 | New |
| Keel Point, LLC | 5,615 | $327.0K | 0.05% | +152+2.8% | Added |
| Exencial Wealth Advisors, LLC | 5,606 | $327.0K | 0.02% | +1,617+40.5% | Added |
| Inscription Capital, LLC | 5,582 | $325.0K | 0.09% | −100−1.8% | Reduced |
| Sentinel Trust Co Lba | 5,558 | $324.0K | 0.04% | +5,558 | New |
| PDS Planning, Inc | 5,550 | $323.0K | 0.06% | −1,499−21.3% | Reduced |
| Northwest Bancshares, Inc. | 5,525 | $322.0K | 0.06% | −374−6.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,531 | $322.0K | 0.01% | 00.0% | Unchanged |
| Quest Capital Management Inc | 5,490 | $320.0K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 5,500 | $320.0K | 0.08% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,435 | $317.0K | 0.15% | −300−5.2% | Reduced |