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 |
|---|---|---|---|---|---|
| Canal Capital Management, LLC | 3,599 | $210.0K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 3,633 | $209.0K | 0.00% | −18−0.5% | Reduced |
| Karp Capital Management Corp | 3,563 | $208.0K | 0.03% | 00.0% | Unchanged |
| Gratus Capital LLC | 3,572 | $208.0K | 0.02% | +3,572 | New |
| SFG Wealth Management, LLC. | 3,569 | $208.0K | 0.18% | +3,569 | New |
| Souders Financial Advisors | 3,557 | $207.0K | 0.06% | +202+6.0% | Added |
| Dynamic Advisor Solutions LLC | 3,554 | $207.0K | 0.01% | +3,554 | New |
| Bellwether Advisors, LLC | 3,541 | $206.0K | 0.06% | 00.0% | Unchanged |
| Wexford Capital LP | 3,527 | $205.0K | 0.02% | +3,527 | New |
| Financial Architects, Inc | 3,468 | $202.0K | 0.03% | 00.0% | Unchanged |
| Intersect Capital LLC | 3,433 | $200.0K | 0.04% | −400−10.4% | Reduced |
| Optas, LLC | 3,423 | $200.0K | 0.06% | +3,423 | New |
| Allspring Global Investments Holdings, LLC | 3,361 | $195.0K | 0.00% | +3,361 | New |
| Atticus Wealth Management, LLC | 3,255 | $190.0K | 0.07% | +2,855+713.8% | Added |
| JNBA Financial Advisors | 3,118 | $182.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,052 | $177.8K | 0.06% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,012 | $176.0K | 0.01% | −400−11.7% | Reduced |
| IFP Advisors, Inc | 2,959 | $175.0K | 0.00% | −133−4.3% | Reduced |
| Carroll Financial Associates, Inc. | 2,983 | $173.0K | 0.01% | −23−0.8% | Reduced |
| Kings Point Capital Management | 2,940 | $171.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,950 | $171.0K | 0.05% | +2,950 | New |
| Allworth Financial LP | 2,913 | $170.0K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2,882 | $168.0K | 0.02% | +801+38.5% | Added |
| Salem Investment Counselors Inc | 2,839 | $165.0K | 0.01% | +1,839+183.9% | Added |
| Central Bank & Trust Co | 2,563 | $149.0K | 0.02% | −271−9.6% | Reduced |
| Old North State Trust, LLC | 2,526 | $147.0K | 0.11% | +2,265+867.8% | Added |
| Concord Wealth Partners | 2,502 | $146.0K | 0.04% | +1,809+261.0% | Added |
| Evoke Wealth, LLC | 2,498 | $145.0K | 0.00% | +434+21.0% | Added |
| Close Asset Management Ltd | 2,460 | $143.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,196 | $128.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,058 | $119.9K | 0.01% | −47−2.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,000 | $119.0K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,025 | $118.0K | 0.01% | −12−0.6% | Reduced |
| Monolith Advisors | 2,000 | $117.0K | 0.09% | +2,000 | New |
| Sandy Cove Advisors, LLC | 2,000 | $117.0K | 0.10% | +2,000 | New |
| Newbridge Financial Services Group, Inc. | 1,986 | $116.0K | 0.05% | +944+90.6% | Added |
| JFS Wealth Advisors, LLC | 1,973 | $115.0K | 0.01% | +159+8.8% | Added |
| Blueprint Investment Partners LLC | 1,882 | $109.6K | 0.03% | +214+12.8% | Added |
| Crewe Advisors LLC | 1,874 | $109.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,864 | $109.0K | 0.01% | +885+90.4% | Added |
| PrairieView Partners, LLC | 1,864 | $109.0K | 0.02% | +1,864 | New |
| Harbour Investments, Inc. | 1,825 | $106.0K | 0.01% | −12,509−87.3% | Reduced |
| Sierra Capital LLC | 900 | $106.0K | 0.02% | +900 | New |
| First Financial Corp | 1,760 | $103.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,768 | $103.0K | 0.01% | +1,768 | New |
| Dougherty Wealth Advisers LLC | 1,722 | $100.0K | 0.14% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,700 | $99.0K | 0.04% | +1,700 | New |
| BDO Wealth Advisors, LLC | 1,667 | $97.0K | 0.01% | +964+137.1% | Added |
| Fieldpoint Private Securities, LLC | 1,640 | $96.0K | 0.02% | +215+15.1% | Added |
| Rosenberg Matthew Hamilton | 1,596 | $93.0K | 0.03% | +819+105.4% | Added |
| High Net Worth Advisory Group LLC | 1,593 | $93.0K | 0.03% | +1,593 | New |
| Ellis Investment Partners, LLC | 1,592 | $92.0K | 0.02% | +916+135.5% | Added |
| Banque Cantonale Vaudoise | 1,548 | $90.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,460 | $89.0K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,512 | $88.1K | 0.08% | +1,512 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,458 | $85.0K | 0.00% | −116−7.4% | Reduced |
| McIlrath & Eck, LLC | 1,457 | $85.0K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,445 | $84.2K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,437 | $84.0K | 0.04% | +1,437 | New |
| First Horizon Advisors, Inc. | 1,430 | $82.0K | 0.00% | −120−7.7% | Reduced |
| Focused Wealth Management, Inc | 1,399 | $82.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 1,414 | $82.0K | 0.05% | +1,414 | New |
| Baron Financial Group, LLC | 1,400 | $81.5K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,399 | $81.0K | 0.05% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 1,343 | $78.0K | 0.06% | +1,343 | New |
| Artemis Wealth Advisors, LLC | 1,281 | $75.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,293 | $75.0K | 0.03% | +1,293 | New |
| Schroder Investment Management Group | 633 | $74.0K | 0.00% | −700−52.5% | Reduced |
| Rather & Kittrell, Inc. | 1,269 | $73.0K | 0.06% | +1,269 | New |
| Financial Perspectives, Inc | 1,246 | $72.6K | 0.03% | +1,226+6,130.0% | Added |
| Optimum Investment Advisors | 1,212 | $71.0K | 0.03% | −200−14.2% | Reduced |
| Tradition Wealth Management, LLC | 1,220 | $71.0K | 0.01% | −180−12.9% | Reduced |
| Lee Financial Co | 1,223 | $71.0K | 0.01% | −23−1.8% | Reduced |
| CVA Family Office, LLC | 1,219 | $71.0K | 0.02% | +1,219 | New |
| Toronto Dominion Bank | 1,200 | $70.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,200 | $69.0K | 0.00% | −5,883−83.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,185 | $69.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,161 | $68.0K | 0.02% | +161+16.1% | Added |
| Valley National Advisers Inc | 1,146 | $67.0K | 0.01% | −328−22.3% | Reduced |
| Clearstead Advisors, LLC | 1,123 | $65.0K | 0.00% | −1,400−55.5% | Reduced |
| Brewin Dolphin Ltd | 1,100 | $64.0K | 0.00% | +200+22.2% | Added |
| HC Financial Advisors Inc | 1,075 | $63.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,080 | $63.0K | 0.00% | +93+9.4% | Added |
| North Star Investment Management Corp. | 1,090 | $63.0K | 0.00% | +1,070+5,350.0% | Added |
| Glassman Wealth Services | 1,039 | $61.0K | 0.01% | +77+8.0% | Added |
| West Paces Advisors Inc. | 1,025 | $59.7K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,017 | $59.3K | 0.05% | +1,017 | New |
| Paragon Capital Management Ltd | 1,000 | $58.0K | 0.01% | +1,000 | New |
| JJJ Advisors Inc. | 980 | $57.0K | 0.02% | −30−3.0% | Reduced |
| Investmark Advisory Group LLC | 982 | $57.0K | 0.05% | +982 | New |
| MUFG Americas Holdings Corp | 940 | $55.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 907 | $53.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 900 | $52.4K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 881 | $51.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 849 | $49.5K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 842 | $49.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 802 | $47.0K | 0.01% | +157+24.3% | Added |
| Castleview Partners, LLC | 2,679 | $46.0K | 0.00% | +2,679 | New |
| Jackson, Grant Investment Advisers, Inc. | 768 | $45.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 750 | $44.0K | 0.01% | 00.0% | Unchanged |