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 | 1,388 | $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, 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 |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | 75,353 | $5.00M | 0.35% | +75,353 | New |
| Raymond James Trust N.A. | 73,333 | $4.87M | 0.15% | +4,838+7.1% | Added |
| First American Bank | 73,117 | $4.85M | 0.41% | +73,117 | New |
| Azimuth Capital Management LLC | 71,963 | $4.77M | 0.20% | +2,845+4.1% | Added |
| Baird Financial Group, Inc. | 71,820 | $4.76M | 0.01% | +719+1.0% | Added |
| South State Corp. | 71,421 | $4.74M | 0.38% | +455+0.6% | Added |
| Nicholas Company, Inc. | 70,530 | $4.68M | 0.08% | +70,530 | New |
| Ingalls & Snyder LLC | 70,332 | $4.67M | 0.21% | −3,940−5.3% | Reduced |
| Roosevelt Investment Group LLC | 70,000 | $4.64M | 0.28% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 67,093 | $4.45M | 0.56% | +450+0.7% | Added |
| Silvercrest Asset Management Group LLC | 65,404 | $4.34M | 0.03% | +46,998+255.3% | Added |
| Capital International Sarl | 64,513 | $4.28M | 0.21% | +2,482+4.0% | Added |
| FourThought Financial, LLC | 64,105 | $4.26M | 0.54% | +10,297+19.1% | Added |
| LGT Fund Management Co Ltd. | 63,760 | $4.26M | 0.57% | +60,000+1,595.7% | Added |
| Azzad Asset Management Inc | 63,698 | $4.23M | 0.61% | +8,047+14.5% | Added |
| Ethic Inc. | 63,419 | $4.21M | 0.29% | +25,070+65.4% | Added |
| AIMZ Investment Advisors, LLC | 63,021 | $4.18M | 1.72% | −2,274−3.5% | Reduced |
| Keybank National Association | 63,013 | $4.18M | 0.02% | −12,045−16.0% | Reduced |
| Mariner, LLC | 62,632 | $4.16M | 0.02% | +4,738+8.2% | Added |
| O'Shaughnessy Asset Management, LLC | 62,359 | $4.14M | 0.07% | +19,479+45.4% | Added |
| Captrust Financial Advisors | 60,353 | $4.00M | 0.03% | +6,954+13.0% | Added |
| Oak Ridge Investments LLC | 60,053 | $3.98M | 0.44% | −7,326−10.9% | Reduced |
| Wetherby Asset Management Inc | 59,446 | $3.94M | 0.23% | +2,939+5.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 58,909 | $3.91M | 0.00% | +25,369+75.6% | Added |
| Cetera Investment Advisers | 58,147 | $3.86M | 0.06% | −4,027−6.5% | Reduced |
| New York State Common Retirement Fund | 57,371 | $3.81M | 0.00% | +51,500+877.2% | Added |
| Aaron Wealth Advisors | 252,158 | $3.80M | 0.08% | +252,158 | New |
| William Blair Investment Management, LLC | 57,080 | $3.79M | 0.01% | +57,080 | New |
| Heirloom Wealth Management | 59,460 | $3.75M | 2.61% | +59,460 | New |
| Patten Group, Inc. | 53,774 | $3.57M | 1.00% | −2,225−4.0% | Reduced |
| BNP Paribas Arbitrage, SA | 51,797 | $3.44M | 0.01% | +35,560+219.0% | Added |
| Cowen Prime Advisors LLC | 51,420 | $3.41M | 1.44% | 00.0% | Unchanged |
| Shelton Capital Management | 51,027 | $3.38M | 0.13% | +51,027 | New |
| United Capital Financial Advisers, LLC | 49,951 | $3.31M | 0.02% | −910−1.8% | Reduced |
| Yousif Capital Management, LLC | 48,245 | $3.20M | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 48,106 | $3.19M | 0.06% | +2,626+5.8% | Added |
| Integrated Wealth Concepts LLC | 48,039 | $3.19M | 0.10% | +2,463+5.4% | Added |
| Banco Santander, S.A. | 47,950 | $3.18M | 0.03% | +19,990+71.5% | Added |
| Northwestern Mutual Wealth Management Co | 47,291 | $3.14M | 0.01% | −2,554−5.1% | Reduced |
| Profund Advisors LLC | 46,577 | $3.09M | 0.13% | +30,931+197.7% | Added |
| Bender Robert & Associates | 46,338 | $3.07M | 0.88% | −241−0.5% | Reduced |
| Perpetual Investment Management Ltd | 46,274 | $3.07M | 0.39% | −7,281−13.6% | Reduced |
| Itau Unibanco Holding S.A. | 45,873 | $3.04M | 0.09% | −27,770−37.7% | Reduced |
| LMCG Investments, LLC | 45,728 | $3.03M | 0.18% | +45,728 | New |
| Seascape Capital Management | 45,559 | $3.02M | 1.57% | +1,407+3.2% | Added |
| Pinkerton Retirement Specialists, LLC | 45,560 | $3.02M | 0.67% | +4,549+11.1% | Added |
| Assetmark, Inc | 44,254 | $2.94M | 0.01% | +23,483+113.1% | Added |
| Oppenheimer Asset Management Inc. | 44,132 | $2.93M | 0.04% | +4,194+10.5% | Added |
| SG Americas Securities, LLC | 44,044 | $2.92M | 0.03% | +10,972+33.2% | Added |
| Tealwood Asset Management Inc | 43,484 | $2.88M | 1.22% | −98−0.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 42,473 | $2.82M | 0.28% | −803−1.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 42,456 | $2.82M | 0.16% | +2,794+7.0% | Added |
| Davenport & Co LLC | 40,865 | $2.71M | 0.02% | +7,528+22.6% | Added |
| Naples Global Advisors, LLC | 40,133 | $2.66M | 0.31% | +600+1.5% | Added |
| Jefferies Group LLC | 39,789 | $2.64M | 0.06% | −8,553−17.7% | Reduced |
| Miracle Mile Advisors, LLC | 38,879 | $2.58M | 0.11% | +35,003+903.1% | Added |
| Private Harbour Investment Management & Counsel, LLC | 38,743 | $2.57M | 2.15% | −5,309−12.1% | Reduced |
| JustInvest LLC | 38,571 | $2.56M | 0.12% | +16,686+76.2% | Added |
| Advisor Partners LLC | 38,468 | $2.55M | 0.16% | +30+0.1% | Added |
| Money Concepts Capital Corp | 38,354 | $2.54M | 0.14% | +3,398+9.7% | Added |
| Nomura Holdings Inc | 37,501 | $2.52M | 0.02% | −12,000−24.2% | Reduced |
| Corient Capital Partners, LLC | 37,065 | $2.46M | 0.16% | −2,103−5.4% | Reduced |
| Signaturefd, LLC | 37,036 | $2.46M | 0.07% | +5,513+17.5% | Added |
| Brandywine Oak Private Wealth LLC | 36,848 | $2.44M | 0.28% | −4,178−10.2% | Reduced |
| Cullinan Associates Inc | 36,542 | $2.42M | 0.13% | −1,017−2.7% | Reduced |
| Guardian Capital LP | 36,142 | $2.40M | 0.05% | +292+0.8% | Added |
| SAL Trading, LLC | 35,700 | $2.37M | 1.64% | −152,576−81.0% | Reduced |
| Searle & Co. | 35,600 | $2.36M | 0.87% | 00.0% | Unchanged |
| Logan Capital Management Inc | 35,166 | $2.33M | 0.11% | +5,071+16.8% | Added |
| American International Group, Inc. | 34,712 | $2.30M | 0.01% | +34,712 | New |
| Harvest Volatility Management LLC | 34,719 | $2.30M | 0.26% | +34,719 | New |
| Gofen & Glossberg LLC | 34,699 | $2.30M | 0.05% | −212−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 34,640 | $2.30M | 0.05% | +2,940+9.3% | Added |
| HAP Trading, LLC | 33,327 | $2.21M | 0.25% | −113,758−77.3% | Reduced |
| Regions Financial Corp | 32,476 | $2.15M | 0.02% | −398−1.2% | Reduced |
| Louisiana State Employees Retirement System | 30,400 | $2.09M | 0.05% | +30,400 | New |
| Peapack Gladstone Financial Corp | 31,369 | $2.09M | 0.04% | +3,136+11.1% | Added |
| Ziegler Capital Management, LLC | 31,236 | $2.07M | 0.09% | +7,702+32.7% | Added |
| Lincoln National Corp | 30,975 | $2.06M | 0.04% | +853+2.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 30,962 | $2.05M | 0.03% | −4,550−12.8% | Reduced |
| Bayesian Capital Management, LP | 30,939 | $2.05M | 0.31% | +16,839+119.4% | Added |
| Cerity Partners LLC | 34,547 | $2.03M | 0.03% | +10,828+45.7% | Added |
| Alaska Permanent Fund Corp | 30,590 | $2.03M | 0.03% | 00.0% | Unchanged |
| Pura Vida Investments, LLC | 30,000 | $1.99M | 0.24% | +30,000 | New |
| Bank of Hawaii | 29,340 | $1.95M | 0.11% | +29+0.1% | Added |
| Avantax Advisory Services, Inc. | 29,189 | $1.94M | 0.03% | −2,310−7.3% | Reduced |
| TD Private Client Wealth LLC | 28,876 | $1.92M | 0.08% | +900+3.2% | Added |
| Edmond de Rothschild Holding S.A. | 27,739 | $1.84M | 0.04% | +27,739 | New |
| Mount Yale Investment Advisors, LLC | 27,470 | $1.82M | 0.20% | +440+1.6% | Added |
| American Portfolios Advisors | 27,334 | $1.81M | 0.06% | +4,731+20.9% | Added |
| ACG Wealth | 27,276 | $1.81M | 0.34% | −1,488−5.2% | Reduced |
| Veriti Management LLC | 27,031 | $1.79M | 0.22% | −5,361−16.6% | Reduced |
| Pinnacle Associates Ltd | 26,648 | $1.77M | 0.03% | +1,433+5.7% | Added |
| DRW Securities, LLC | 25,996 | $1.73M | 0.43% | −4,583−15.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 26,003 | $1.73M | 0.08% | +1,279+5.2% | Added |
| BOK Financial Private Wealth, Inc. | 25,977 | $1.72M | 0.12% | +25,977 | New |
| Credential Qtrade Securities Inc. | 25,959 | $1.72M | 0.11% | −14,491−35.8% | Reduced |
| Greenleaf Trust | 25,644 | $1.70M | 0.02% | −1,692−6.2% | Reduced |
| Jackson Wealth Management, LLC | 25,511 | $1.69M | 0.23% | +295+1.2% | Added |
| Ritholtz Wealth Management | 25,211 | $1.67M | 0.11% | +7,819+45.0% | Added |