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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 5,400 | $315.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 5,378 | $313.0K | 0.07% | −1,133−17.4% | Reduced |
| Capital Market Strategies LLC | 5,366 | $313.0K | 0.26% | +5,366 | New |
| First Heartland Consultants, Inc. | 5,330 | $310.0K | 0.04% | −285−5.1% | Reduced |
| Keudell/Morrison Wealth Management | 5,324 | $310.0K | 0.12% | +376+7.6% | Added |
| Great Diamond Partners, LLC | 5,325 | $310.0K | 0.08% | +485+10.0% | Added |
| Snowden Capital Advisors LLC | 5,305 | $309.0K | 0.02% | −4,888−48.0% | Reduced |
| Transcend Wealth Collective, LLC | 5,307 | $309.0K | 0.03% | +776+17.1% | Added |
| Old National Bancorp | 5,290 | $308.0K | 0.01% | +198+3.9% | Added |
| Mission Wealth Management, LP | 5,272 | $307.0K | 0.01% | −77−1.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,272 | $307.0K | 0.07% | +406+8.3% | Added |
| XML Financial, LLC | 5,248 | $306.0K | 0.04% | 00.0% | Unchanged |
| Advisors Management Group Inc | 5,191 | $302.0K | 0.09% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,186 | $302.0K | 0.03% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 5,161 | $301.0K | 0.08% | +1,047+25.4% | Added |
| Argent Trust Co | 5,108 | $297.0K | 0.02% | −370−6.8% | Reduced |
| Lindbrook Capital, LLC | 5,073 | $296.0K | 0.05% | −28−0.5% | Reduced |
| Trust Co of Vermont | 5,050 | $295.0K | 0.02% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 5,058 | $295.0K | 0.19% | +5,058 | New |
| FRG Family Wealth Advisors LLC | 5,050 | $294.0K | 0.05% | 00.0% | Unchanged |
| Hendley & Co Inc | 5,000 | $291.0K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,995 | $291.0K | 0.13% | +4,995 | New |
| Swiss Life Asset Management Ltd | 4,979 | $290.4K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,925 | $287.0K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,899 | $285.0K | 0.01% | −20.0% | Reduced |
| Independent Financial Group, LLC | 4,885 | $284.6K | 0.02% | +466+10.5% | Added |
| Barry Investment Advisors, LLC | 4,868 | $284.0K | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,876 | $284.0K | 0.17% | +4,876 | New |
| Fulton Bank, N.A. | 4,866 | $283.0K | 0.01% | −493−9.2% | Reduced |
| Bremer Bank National Association | 4,870 | $283.0K | 0.05% | −114−2.3% | Reduced |
| Client 1st Advisory Group, LLC | 4,856 | $283.0K | 0.14% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 4,855 | $283.0K | 0.00% | +362+8.1% | Added |
| Independent Solutions Wealth Management, LLC | 4,857 | $282.9K | 0.07% | +885+22.3% | Added |
| Haverford Trust Co | 4,816 | $281.0K | 0.00% | +402+9.1% | Added |
| Legal Advantage Investments, Inc. | 4,800 | $280.0K | 0.19% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,701 | $275.0K | 0.03% | +4,701 | New |
| VELA Investment Management, LLC | 4,681 | $273.0K | 0.18% | +4,681 | New |
| Rehmann Capital Advisory Group | 4,640 | $270.3K | 0.03% | −303−6.1% | Reduced |
| Pinnacle Private Wealth, LLC | 4,638 | $270.0K | 0.08% | +4,638 | New |
| Bradley Foster & Sargent Inc | 4,567 | $266.0K | 0.01% | −310−6.4% | Reduced |
| Financial Advocates Investment Management | 4,385 | $265.0K | 0.02% | −169−3.7% | Reduced |
| Tru Independence Asset Management 2, LLC | 4,532 | $264.0K | 0.14% | −866−16.0% | Reduced |
| Covenant Asset Management, LLC | 4,507 | $263.0K | 0.07% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,518 | $263.0K | 0.02% | +920+25.6% | Added |
| Gilman Hill Asset Management, LLC | 4,483 | $261.0K | 0.06% | 00.0% | Unchanged |
| SFMG, LLC | 4,469 | $260.0K | 0.03% | −1,876−29.6% | Reduced |
| Segment Wealth Management, LLC | 4,426 | $258.0K | 0.03% | +4,426 | New |
| Public Employees Retirement Association of Colorado | 4,411 | $257.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,422 | $256.0K | 0.02% | −14−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 4,397 | $256.0K | 0.02% | +428+10.8% | Added |
| Montecito Bank & Trust | 4,364 | $254.0K | 0.05% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 4,320 | $252.0K | 0.20% | +4,320 | New |
| Equitable Trust Co | 4,299 | $250.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,300 | $250.0K | 0.08% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 4,253 | $248.0K | 0.03% | +4,253 | New |
| DMG Group, LLC | 4,179 | $248.0K | 0.21% | +4,179 | New |
| Hennion & Walsh Asset Management, Inc. | 4,250 | $247.0K | 0.01% | −1,150−21.3% | Reduced |
| Sequent Asset Management, LLC | 4,248 | $247.0K | 0.13% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 4,243 | $247.0K | 0.15% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,218 | $246.0K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,175 | $243.0K | 0.06% | −861−17.1% | Reduced |
| Proequities, Inc. | 4,157 | $242.0K | 0.01% | +76+1.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 4,087 | $238.0K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,054 | $236.0K | 0.02% | −204−4.8% | Reduced |
| First Financial Bank - Trust Division | 4,058 | $236.0K | 0.02% | 00.0% | Unchanged |
| Five Oceans Advisors | 4,027 | $235.0K | 0.21% | −41−1.0% | Reduced |
| Regal Investment Advisors LLC | 4,038 | $235.0K | 0.02% | +185+4.8% | Added |
| CoreCap Advisors, LLC | 4,033 | $235.0K | 0.02% | +4,033 | New |
| Credit Agricole S A | 4,000 | $233.0K | 0.01% | −1,530−27.7% | Reduced |
| Northcape Wealth Management, LLC | 4,000 | $233.0K | 0.08% | +4,000 | New |
| Lynch Asset Management, Inc. | 4,000 | $233.0K | 0.16% | +4,000 | New |
| Diversified Trust Co | 3,990 | $232.0K | 0.01% | −73−1.8% | Reduced |
| Visionary Wealth Advisors | 3,991 | $232.0K | 0.02% | +3,991 | New |
| Gladstone Institutional Advisory LLC | 3,963 | $231.0K | 0.02% | +3,963 | New |
| Diversified, LLC | 3,941 | $230.0K | 0.10% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,933 | $229.0K | 0.02% | +297+8.2% | Added |
| Fifth Third Bancorp | 3,910 | $228.0K | 0.00% | −1,187−23.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,921 | $228.0K | 0.04% | −623−13.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,913 | $228.0K | 0.01% | −36−0.9% | Reduced |
| Kovack Advisors, Inc. | 3,905 | $227.0K | 0.02% | −885−18.5% | Reduced |
| MPS Loria Financial Planners, LLC | 3,910 | $227.0K | 0.09% | −692−15.0% | Reduced |
| Kendall Capital Management | 3,899 | $227.0K | 0.11% | −92−2.3% | Reduced |
| Guyasuta Investment Advisors Inc | 3,905 | $227.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 3,900 | $227.0K | 0.00% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 3,897 | $227.0K | 0.01% | +100+2.6% | Added |
| Miracle Mile Advisors, LLC | 3,876 | $226.0K | 0.01% | +3,876 | New |
| Wealth Dimensions Group, Ltd. | 3,843 | $224.0K | 0.11% | +25+0.7% | Added |
| Empirical Finance, LLC | 3,813 | $222.0K | 0.03% | −228−5.6% | Reduced |
| StoneX Group Inc. | 3,799 | $221.3K | 0.03% | +3,799 | New |
| Equitable Holdings, Inc. | 3,795 | $221.0K | 0.00% | −40−1.0% | Reduced |
| Covington Capital Management | 3,795 | $221.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 3,801 | $221.0K | 0.04% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 3,760 | $219.0K | 0.06% | +3,760 | New |
| Hudock, Inc. | 3,755 | $218.0K | 0.06% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,751 | $218.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,743 | $218.0K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 3,673 | $214.0K | 0.07% | −397−9.8% | Reduced |
| Jones Financial Companies LLLP | 3,674 | $214.0K | 0.00% | +3,230+727.5% | Added |
| Beaumont Financial Partners, LLC | 3,682 | $214.0K | 0.02% | +3,682 | New |
| NinePointTwo Capital | 3,627 | $211.0K | 0.07% | 00.0% | Unchanged |