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, Q1 2022
Institutional positions in AstraZeneca PLC as of Mar 31, 2022. 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
- 984
- +41 vs. Q4 2021
- Shares held
- 516.8M
- +12.2M (+2.4%) vs. Q4 2021
- Total value
- $34.3B
- +$4.88B (+16.6%) vs. Q4 2021
- New holders
- 121
- 343 more added
- Sold out
- 80
- 301 more reduced
9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,389 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Credit Agricole S A | 4,000 | $265.0K | 0.01% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 4,000 | $265.0K | 0.19% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,991 | $265.0K | 0.02% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 4,011 | $266.0K | 0.08% | +4,011 | New |
| Holistic Financial Partners | 4,012 | $266.0K | 0.17% | +4,012 | New |
| Five Oceans Advisors | 4,027 | $267.0K | 0.24% | 00.0% | Unchanged |
| Souders Financial Advisors | 4,046 | $268.0K | 0.08% | +489+13.7% | Added |
| First Financial Bank - Trust Division | 4,058 | $269.0K | 0.03% | 00.0% | Unchanged |
| Diversified, LLC | 4,080 | $271.0K | 0.11% | +139+3.5% | Added |
| Northwest Quadrant Wealth Management, LLC | 4,115 | $274.0K | 0.08% | +28+0.7% | Added |
| SFMG, LLC | 4,164 | $276.0K | 0.03% | −305−6.8% | Reduced |
| Altus Wealth Management, LLC | 4,243 | $281.0K | 0.19% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,232 | $281.0K | 0.03% | +14+0.3% | Added |
| Bremer Bank National Association | 4,244 | $282.0K | 0.05% | −626−12.9% | Reduced |
| Sequent Asset Management, LLC | 4,248 | $282.0K | 0.17% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,273 | $285.0K | 0.02% | −149−3.4% | Reduced |
| Equitable Trust Co | 4,299 | $285.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,329 | $287.0K | 0.09% | +29+0.7% | Added |
| Segall Bryant & Hamill, LLC | 4,323 | $287.0K | 0.00% | +4,323 | New |
| Montecito Bank & Trust | 4,364 | $289.0K | 0.05% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 4,359 | $289.0K | 0.23% | +39+0.9% | Added |
| J.W. Cole Advisors, Inc. | 4,384 | $291.0K | 0.02% | −13−0.3% | Reduced |
| Perigon Wealth Management, LLC | 4,404 | $292.0K | 0.02% | +350+8.6% | Added |
| Procyon Private Wealth Partners, LLC | 4,419 | $293.0K | 0.06% | −853−16.2% | Reduced |
| Gsa Capital Partners LLP | 4,428 | $294.0K | 0.04% | +4,428 | New |
| InterOcean Capital Group, LLC | 4,449 | $295.0K | 0.01% | +552+14.2% | Added |
| Keudell/Morrison Wealth Management | 4,477 | $297.0K | 0.12% | −847−15.9% | Reduced |
| Gilman Hill Asset Management, LLC | 4,483 | $297.0K | 0.07% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 4,471 | $297.0K | 0.14% | +628+16.3% | Added |
| Strategic Advisors LLC | 4,500 | $298.0K | 0.05% | +4,500 | New |
| Financial Advocates Investment Management | 4,496 | $299.0K | 0.02% | +111+2.5% | Added |
| Covenant Asset Management, LLC | 4,507 | $299.0K | 0.09% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,544 | $301.0K | 0.02% | +294+6.9% | Added |
| Diversified Trust Co | 4,550 | $302.0K | 0.01% | +560+14.0% | Added |
| Tru Independence Asset Management 2, LLC | 4,585 | $304.0K | 0.17% | +53+1.2% | Added |
| Brown Brothers Harriman & Co | 4,576 | $304.0K | 0.00% | +3,959+641.7% | Added |
| Enlightenment Research, LLC | 4,600 | $305.0K | 0.41% | +4,600 | New |
| Williams Jones Wealth Management, LLC. | 4,605 | $305.0K | 0.00% | +4,605 | New |
| Kovack Advisors, Inc. | 4,668 | $309.0K | 0.03% | +763+19.5% | Added |
| Intersect Capital LLC | 4,656 | $309.0K | 0.06% | +1,223+35.6% | Added |
| Fulton Bank, N.A. | 4,717 | $313.0K | 0.01% | −149−3.1% | Reduced |
| Pinnacle Private Wealth, LLC | 4,714 | $313.0K | 0.10% | +76+1.6% | Added |
| Legal Advantage Investments, Inc. | 4,800 | $318.0K | 0.24% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,815 | $319.0K | 0.10% | −346−6.7% | Reduced |
| Koss-Olinger Consulting, LLC | 4,818 | $320.0K | 0.05% | −2,635−35.4% | Reduced |
| Capital Asset Advisory Services LLC | 4,823 | $320.0K | 0.03% | +4,823 | New |
| Lyell Wealth Management, LP | 4,881 | $324.0K | 0.04% | +4,881 | New |
| Independent Financial Group, LLC | 4,885 | $324.1K | 0.03% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 4,898 | $325.0K | 0.09% | +30+0.6% | Added |
| Willner & Heller, LLC | 5,600 | $326.0K | 0.40% | −257−4.4% | Reduced |
| Grimes & Company, Inc. | 4,938 | $328.0K | 0.02% | +39+0.8% | Added |
| Hendley & Co Inc | 5,000 | $332.0K | 0.11% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 5,001 | $332.0K | 0.08% | +5,001 | New |
| Vise Technologies, Inc. | 5,025 | $333.0K | 0.13% | +5,025 | New |
| Trust Co of Vermont | 5,050 | $335.0K | 0.02% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,050 | $335.0K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,069 | $336.0K | 0.08% | +894+21.4% | Added |
| Focus Financial Network, Inc. | 5,085 | $337.3K | 0.02% | −4,308−45.9% | Reduced |
| Joel Isaacson & Co., LLC | 4,925 | $338.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,147 | $341.0K | 0.05% | +74+1.5% | Added |
| Mission Wealth Management, LP | 5,175 | $343.0K | 0.02% | −97−1.8% | Reduced |
| Jag Capital Management, LLC | 6,914 | $344.0K | 0.03% | +658+10.5% | Added |
| Advisors Management Group Inc | 5,191 | $344.0K | 0.12% | 00.0% | Unchanged |
| Private Capital Group, LLC | 5,193 | $345.0K | 0.08% | −185−3.4% | Reduced |
| Pointe Capital Management LLC | 5,208 | $345.0K | 0.22% | +150+3.0% | Added |
| Bradley Foster & Sargent Inc | 5,236 | $347.0K | 0.01% | +669+14.6% | Added |
| XML Financial, LLC | 5,248 | $348.0K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,254 | $349.0K | 0.10% | −1,197−18.6% | Reduced |
| Old National Bancorp | 5,277 | $350.0K | 0.01% | −13−0.2% | Reduced |
| WCM Investment Management, LLC | 5,304 | $352.0K | 0.00% | +449+9.2% | Added |
| Johnson Investment Counsel Inc | 5,336 | $354.0K | 0.00% | −955−15.2% | Reduced |
| Keel Point, LLC | 5,334 | $354.0K | 0.05% | −281−5.0% | Reduced |
| FinTrust Capital Advisors, LLC | 5,360 | $355.0K | 0.08% | +5,000+1,388.9% | Added |
| Kathmere Capital Management, LLC | 5,360 | $356.0K | 0.06% | +5,360 | New |
| Boston Trust Walden Corp | 5,400 | $358.0K | 0.00% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 5,433 | $360.0K | 0.07% | −92−1.7% | Reduced |
| E Fund Management Co., Ltd. | 5,427 | $360.0K | 0.01% | +5,427 | New |
| Sentinel Trust Co Lba | 5,438 | $361.0K | 0.04% | −120−2.2% | Reduced |
| Tranquility Partners, LLC | 5,435 | $361.0K | 0.17% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,445 | $361.0K | 0.03% | +138+2.6% | Added |
| Angeles Investment Advisors, LLC | 5,450 | $362.0K | 0.02% | −992−15.4% | Reduced |
| Monetary Management Group Inc | 5,500 | $365.0K | 0.10% | 00.0% | Unchanged |
| Comerica Securities,inc. | 5,553 | $368.0K | 0.02% | −233−4.0% | Reduced |
| Inscription Capital, LLC | 5,582 | $370.0K | 0.11% | 00.0% | Unchanged |
| Winfield Associates, Inc. | 5,636 | $374.0K | 0.14% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,647 | $374.6K | 0.02% | −1,357−19.4% | Reduced |
| DGS Capital Management, LLC | 5,688 | $377.0K | 0.23% | −895−13.6% | Reduced |
| Apollon Wealth Management, LLC | 5,702 | $378.0K | 0.03% | −4,485−44.0% | Reduced |
| Doyle Wealth Management | 5,692 | $378.0K | 0.03% | −239−4.0% | Reduced |
| Simmons Bank | 5,708 | $379.0K | 0.03% | −201−3.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,707 | $379.0K | 0.01% | +176+3.2% | Added |
| Dixon Hubard Feinour & Brown Inc | 5,732 | $380.0K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,730 | $380.0K | 0.09% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 5,785 | $384.0K | 0.24% | +1,104+23.6% | Added |
| Independent Solutions Wealth Management, LLC | 5,818 | $386.0K | 0.10% | +961+19.8% | Added |
| Baldwin Investment Management, LLC | 5,856 | $388.0K | 0.11% | −50−0.8% | Reduced |
| Prospector Partners LLC | 5,885 | $390.0K | 0.05% | −175−2.9% | Reduced |
| Blueprint Investment Partners LLC | 5,888 | $391.0K | 0.10% | +4,006+212.9% | Added |
| McKinley Carter Wealth Services, Inc. | 5,910 | $392.0K | 0.03% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,908 | $392.0K | 0.01% | +5,908 | New |