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 |
|---|---|---|---|---|---|
| Reynders McVeigh Capital Management, LLC | 9,667 | $641.0K | 0.04% | −92−0.9% | Reduced |
| BSW Wealth Partners | 9,659 | $641.0K | 0.16% | +1,091+12.7% | Added |
| Principal Street Partners, LLC | 9,737 | $646.0K | 0.15% | +9,737 | New |
| KCM Investment Advisors LLC | 9,759 | $647.0K | 0.02% | −2,076−17.5% | Reduced |
| Thompson Investment Management, Inc. | 9,750 | $647.0K | 0.10% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 9,791 | $649.0K | 0.10% | −304−3.0% | Reduced |
| Coastline Trust Co | 9,899 | $657.0K | 0.08% | +89+0.9% | Added |
| Key Financial Inc | 9,928 | $659.0K | 0.33% | +1,016+11.4% | Added |
| Nwam LLC | 9,929 | $659.0K | 0.05% | +3,310+50.0% | Added |
| Courier Capital LLC | 10,017 | $665.0K | 0.07% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 10,060 | $667.0K | 0.65% | +210+2.1% | Added |
| Spire Wealth Management | 10,219 | $678.0K | 0.02% | −2,249−18.0% | Reduced |
| Gamco Investors, Inc. Et Al | 10,299 | $683.0K | 0.01% | +299+3.0% | Added |
| Bluestein R H & Co | 10,325 | $685.0K | 0.03% | −3,000−22.5% | Reduced |
| Oakworth Capital, Inc. | 10,510 | $697.0K | 0.06% | −176−1.6% | Reduced |
| Orion Portfolio Solutions, LLC | 10,529 | $698.0K | 0.02% | +10,529 | New |
| Affinity Wealth Management LLC | 10,097 | $700.0K | 0.14% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 10,565 | $701.0K | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,606 | $704.0K | 0.00% | +532+5.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,621 | $705.0K | 0.23% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 10,634 | $705.0K | 0.04% | +928+9.6% | Added |
| Knowledge Leaders Capital, LLC | 10,682 | $709.0K | 0.51% | 00.0% | Unchanged |
| Central Trust Co | 10,709 | $710.0K | 0.02% | −1,539−12.6% | Reduced |
| Lido Advisors, LLC | 10,708 | $710.0K | 0.01% | +1,352+14.5% | Added |
| MBM Wealth Consultants, LLC | 10,728 | $712.0K | 0.30% | −27−0.3% | Reduced |
| Forum Financial Management, LP | 10,792 | $715.0K | 0.03% | −10−0.1% | Reduced |
| Moors & Cabot, Inc. | 10,841 | $719.0K | 0.04% | +292+2.8% | Added |
| Americana Partners, LLC | 30,159 | $720.0K | 0.22% | +9,365+45.0% | Added |
| Sage Rhino Capital LLC | 10,907 | $724.0K | 0.22% | +503+4.8% | Added |
| Guardian Wealth Management, Inc. | 10,925 | $725.0K | 0.72% | +223+2.1% | Added |
| Guerra Pan Advisors, LLC | 11,201 | $741.0K | 0.89% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 11,361 | $754.0K | 0.07% | +2,599+29.7% | Added |
| King Wealth | 11,400 | $756.0K | 0.15% | 00.0% | Unchanged |
| HRT Financial LP | 11,492 | $762.0K | 0.01% | −1,002−8.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 11,522 | $764.0K | 0.20% | +309+2.8% | Added |
| New England Research & Management, Inc. | 11,550 | $766.0K | 0.40% | −4,275−27.0% | Reduced |
| Patriot Investment Management Inc. | 11,652 | $772.0K | 0.07% | −310−2.6% | Reduced |
| Intrust Bank NA | 11,695 | $775.0K | 0.10% | +2,133+22.3% | Added |
| Belpointe Asset Management LLC | 11,804 | $783.0K | 0.05% | +3,389+40.3% | Added |
| Parallel Advisors, LLC | 11,678 | $784.0K | 0.03% | −2,502−17.6% | Reduced |
| Ameritas Advisory Services, LLC | 11,831 | $785.0K | 0.03% | +617+5.5% | Added |
| Sittner & Nelson, LLC | 11,870 | $787.0K | 0.46% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 11,848 | $790.0K | 0.06% | +11,848 | New |
| Cloverfields Capital Group, LP | 11,927 | $791.0K | 0.25% | −1,318−10.0% | Reduced |
| Grove Bank & Trust | 11,943 | $792.0K | 0.16% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 11,956 | $793.0K | 0.00% | +4,249+55.1% | Added |
| Covenant Partners, LLC | 11,974 | $794.0K | 0.32% | +2,439+25.6% | Added |
| Stockman Wealth Management, Inc. | 12,400 | $823.0K | 0.17% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,501 | $829.0K | 0.03% | +12,462+31,953.8% | Added |
| Venture Visionary Partners LLC | 12,578 | $834.0K | 0.06% | +336+2.7% | Added |
| Oppenheimer & Co Inc | 12,602 | $836.0K | 0.02% | +203+1.6% | Added |
| Henshaw Capital LLC | 12,685 | $841.5K | 0.05% | −2,550−16.7% | Reduced |
| Moser Wealth Advisors, LLC | 12,800 | $849.0K | 0.53% | 00.0% | Unchanged |
| Pendal Group Limited | 12,864 | $853.0K | 0.01% | −479−3.6% | Reduced |
| Riverview Capital Advisers, LLC | 12,920 | $857.1K | 0.39% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 12,943 | $859.0K | 0.47% | 00.0% | Unchanged |
| Balentine LLC | 13,064 | $867.0K | 0.03% | +5,799+79.8% | Added |
| Grandfield & Dodd, LLC | 13,158 | $870.0K | 0.06% | −399−2.9% | Reduced |
| True North Advisors, LLC | 13,120 | $870.0K | 0.23% | −75−0.6% | Reduced |
| Texas Yale Capital Corp. | 13,115 | $870.0K | 0.05% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 13,110 | $870.0K | 0.09% | 00.0% | Unchanged |
| First Hawaiian Bank | 13,129 | $870.0K | 0.03% | +3,652+38.5% | Added |
| Westport Asset Management Inc | 15,000 | $874.0K | 0.40% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 13,244 | $878.6K | 0.14% | +255+2.0% | Added |
| Thompson Siegel & Walmsley LLC | 13,289 | $882.0K | 0.01% | −1,335−9.1% | Reduced |
| Snowden Capital Advisors LLC | 13,334 | $884.0K | 0.04% | +8,029+151.3% | Added |
| Sigma Planning Corp | 13,344 | $885.0K | 0.03% | −27−0.2% | Reduced |
| Geneos Wealth Management Inc. | 13,412 | $889.0K | 0.04% | −835−5.9% | Reduced |
| Steel Peak Wealth Management LLC | 13,508 | $896.0K | 0.05% | −6,904−33.8% | Reduced |
| Eudaimonia Partners, LLC | 13,507 | $896.0K | 0.15% | +13,507 | New |
| Cresset Asset Management, LLC | 13,785 | $913.0K | 0.01% | −7,934−36.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 14,185 | $913.0K | 0.64% | +14,185 | New |
| Eqis Capital Management, Inc. | 13,775 | $914.0K | 0.08% | −798−5.5% | Reduced |
| Malaga Cove Capital, LLC | 13,774 | $914.0K | 0.42% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,633 | $915.0K | 0.03% | +13,633 | New |
| Clarius Group, LLC | 15,750 | $917.0K | 0.07% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 13,883 | $921.0K | 0.10% | +106+0.8% | Added |
| Evergreen Capital Management LLC | 13,942 | $925.0K | 0.04% | +1,804+14.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 13,972 | $927.0K | 0.04% | −868−5.8% | Reduced |
| Ellevest, Inc. | 14,061 | $933.0K | 0.08% | +3,615+34.6% | Added |
| Confluence Wealth Services, Inc. | 14,099 | $935.0K | 0.34% | +14,099 | New |
| Marotta Asset Management | 14,141 | $938.1K | 0.22% | +239+1.7% | Added |
| Hohimer Wealth Management, LLC | 14,156 | $939.0K | 0.19% | +20.0% | Added |
| Boenning & Scattergood, Inc. | 14,155 | $939.0K | 0.15% | +1,794+14.5% | Added |
| Allen Investment Management LLC | 14,254 | $946.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 14,393 | $954.0K | 0.01% | −91−0.6% | Reduced |
| HBK Sorce Advisory LLC | 14,419 | $957.0K | 0.05% | −3,971−21.6% | Reduced |
| Benjamin Edwards Inc | 14,425 | $957.0K | 0.28% | +6,361+78.9% | Added |
| Stonegate Investment Group, LLC | 14,493 | $961.0K | 0.03% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 14,554 | $966.0K | 0.68% | −2,575−15.0% | Reduced |
| Marietta Investment Partners LLC | 14,576 | $967.0K | 0.22% | +3,176+27.9% | Added |
| Cetera Advisors LLC | 14,630 | $971.0K | 0.02% | +66+0.5% | Added |
| 9258 Wealth Management, LLC | 14,687 | $974.0K | 0.23% | +70+0.5% | Added |
| Integrated Investment Consultants, LLC | 14,806 | $982.0K | 0.28% | −1,928−11.5% | Reduced |
| Stonnington Group, LLC | 13,923 | $983.0K | 0.24% | +4,000+40.3% | Added |
| Altfest L J & Co Inc | 14,888 | $988.0K | 0.18% | +272+1.9% | Added |
| ING Groep NV | 14,887 | $988.0K | 0.01% | +14,887 | New |
| Quattro Financial Advisors LLC | 15,000 | $995.0K | 0.34% | −10,000−40.0% | Reduced |
| Wedbush Securities Inc | 15,028 | $997.0K | 0.05% | +837+5.9% | Added |
| We Are One Seven, LLC | 15,084 | $1.00M | 0.11% | −96−0.6% | Reduced |