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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, Q3 2022

Institutional positions in AstraZeneca PLC as of Sep 30, 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
968
−32 vs. Q2 2022
Shares held
515.7M
−12.8M (−2.4%) vs. Q2 2022
Total value
$28.3B
−$6.64B (−19.0%) vs. Q2 2022
New holders
80
381 more added
Sold out
112
318 more reduced

19 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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.

Institutional holdersQ3 2022: 968 institutions
Q1 2021: 757 institutionsQ2 2021: 772 institutionsQ3 2021: 911 institutionsQ4 2021: 952 institutionsQ1 2022: 984 institutionsQ2 2022: 1,019 institutionsQ3 2022: 968 institutionsQ4 2022: 1,063 institutionsQ1 2023: 1,057 institutionsQ2 2023: 1,093 institutionsQ3 2023: 1,075 institutionsQ4 2023: 1,131 institutionsQ1 2024: 1,141 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,230 institutionsQ4 2024: 1,222 institutionsQ1 2025: 1,251 institutionsQ2 2025: 1,223 institutionsQ3 2025: 1,292 institutionsQ4 2025: 1,410 institutionsQ1 2026: 1,389 institutionsQ2 2026: 1,511 institutions
Value heldQ3 2022: $28.3B
Q1 2021: $20.4BQ2 2021: $26.1BQ3 2021: $31.1BQ4 2021: $29.4BQ1 2022: $34.3BQ2 2022: $34.9BQ3 2022: $28.3BQ4 2022: $34.2BQ1 2023: $35.0BQ2 2023: $35.4BQ3 2023: $33.7BQ4 2023: $33.2BQ1 2024: $33.8BQ2 2024: $39.0BQ3 2024: $39.1BQ4 2024: $33.7BQ1 2025: $37.0BQ2 2025: $34.7BQ3 2025: $37.9BQ4 2025: $46.4BQ1 2026: $148.4BQ2 2026: $151.3B
Institutions holding AZN and their total value by quarter
QuarterHoldersValue
Q2 20261,511$151.3B
Q1 20261,389$148.4B
Q4 20251,410$46.4B
Q3 20251,292$37.9B
Q2 20251,223$34.7B
Q1 20251,251$37.0B
Q4 20241,222$33.7B
Q3 20241,230$39.1B
Q2 20241,213$39.0B
Q1 20241,141$33.8B
Q4 20231,131$33.2B
Q3 20231,075$33.7B
Q2 20231,093$35.4B
Q1 20231,057$35.0B
Q4 20221,063$34.2B
Q3 2022968$28.3B
Q2 20221,019$34.9B
Q1 2022984$34.3B
Q4 2021952$29.4B
Q3 2021911$31.1B
Q2 2021772$26.1B
Q1 2021757$20.4B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q2 2022.

Institutions holding AZN in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC1,648$90.0K0.04%+1,648New
Beaird Harris Wealth Management, LLC1,700$93.0K0.02%00.0%Unchanged
First Financial Corp1,794$98.0K0.07%+34+1.9%Added
Fairfield Financial Advisors, LTD1,818$99.7K0.05%−136−7.0%Reduced
Washington Trust Advisors, Inc.1,851$102.0K0.01%+1,292+231.1%Added
Sandy Spring Bank1,962$107.0K0.01%−350−15.1%Reduced
Newbridge Financial Services Group, Inc.1,949$107.0K0.06%+3+0.2%Added
Mint Tower Capital Management B.V.1,968$108.0K0.01%+1,968New
Monolith Advisors2,000$110.0K0.12%00.0%Unchanged
HM Payson & Co2,023$111.0K0.00%00.0%Unchanged
Meeder Asset Management Inc2,015$111.0K0.01%+105+5.5%Added
Ancora Advisors, LLC2,026$111.0K0.00%+217+12.0%Added
Centaurus Financial, Inc.2,105$115.0K0.01%−971−31.6%Reduced
ICICI Prudential Asset Management Co Ltd2,173$119.0K0.02%+450+26.1%Added
Private Trust Co NA2,194$120.0K0.02%−123−5.3%Reduced
JFS Wealth Advisors, LLC2,213$121.0K0.01%−192−8.0%Reduced
Close Asset Management Ltd2,400$132.0K0.01%00.0%Unchanged
Trustcore Financial Services, LLC2,432$133.0K0.01%−135−5.3%Reduced
Old North State Trust, LLC2,463$135.0K0.12%+2,463New
Clear Street Markets LLC2,568$141.0K0.03%+2,468+2,468.0%Added
Crewe Advisors LLC2,599$143.0K0.03%+175+7.2%Added
New Millennium Group LLC2,625$144.0K0.16%−22−0.8%Reduced
Toronto Dominion Bank2,738$150.0K0.00%+424+18.3%Added
Ronald Blue Trust, Inc.2,311$153.0K0.00%+155+7.2%Added
Salem Investment Counselors Inc2,863$157.0K0.01%−313−9.9%Reduced
ETF Managers Group, LLC2,856$157.0K0.01%+155+5.7%Added
Atticus Wealth Management, LLC2,466$163.0K0.08%00.0%Unchanged
Sutton Wealth Advisors Inc.3,052$167.4K0.07%00.0%Unchanged
JNBA Financial Advisors3,118$171.0K0.03%−136−4.2%Reduced
PFG Private Wealth Management, LLC3,176$174.0K0.11%+3,176New
Lazard Asset Management LLC3,368$183.0K0.00%00.0%Unchanged
Bellwether Advisors, LLC3,380$185.0K0.06%00.0%Unchanged
High Net Worth Advisory Group LLC3,602$198.0K0.08%+8+0.2%Added
Prime Capital Investment Advisors, LLC3,672$201.0K0.01%+86+2.4%Added
Hills Bank & Trust Co3,678$202.0K0.03%−900−19.7%Reduced
Kendall Capital Management3,691$202.0K0.12%−100−2.6%Reduced
Gratus Capital LLC3,702$203.0K0.02%+130+3.6%Added
Veracity Capital LLC3,708$203.0K0.11%+3,708New
Wolverine Asset Management LLC3,743$205.0K0.00%00.0%Unchanged
Hudock, Inc.3,762$206.0K0.07%+3+0.1%Added
Principle Wealth Partners LLC3,751$206.0K0.03%00.0%Unchanged
Advisor OS, LLC3,737$206.0K0.06%+3,737New
Covington Capital Management3,795$208.0K0.01%−50−1.3%Reduced
Budros, Ruhlin & Roe, Inc.3,845$211.0K0.03%−216−5.3%Reduced
Visionary Wealth Advisors3,892$213.0K0.02%+21+0.5%Added
Redpoint Investment Management Pty Ltd3,939$216.0K0.03%−9,171−70.0%Reduced
TownSquare Capital, LLC3,965$217.0K0.01%+3,965New
Equitable Holdings, Inc.3,975$218.0K0.00%−17−0.4%Reduced
IPG Investment Advisors LLC3,985$218.5K0.06%+3,985New
Lynch Asset Management, Inc.4,000$219.0K0.20%00.0%Unchanged
Sandler Capital Management4,000$219.0K0.05%+4,000New
Credit Agricole S A4,000$220.0K0.01%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC4,003$220.0K0.01%+320+8.7%Added
DMG Group, LLC3,981$221.0K0.27%+118+3.1%Added
Souders Financial Advisors4,048$222.0K0.06%−41−1.0%Reduced
Diversified, LLC4,084$224.0K0.11%+4+0.1%Added
First Affirmative Financial Network4,110$225.0K0.29%+1,036+33.7%Added
Northwest Quadrant Wealth Management, LLC4,129$226.0K0.07%+14+0.3%Added
Segall Bryant & Hamill, LLC4,112$226.0K0.00%+89+2.2%Added
Palladiem, LLC4,136$227.0K0.24%+4,136New
First Financial Bank - Trust Division4,162$228.0K0.03%+104+2.6%Added
Glenview Trust Co4,158$228.0K0.01%+4,158New
Ascent Group, LLC3,929$231.0K0.03%−2,472−38.6%Reduced
Procyon Private Wealth Partners, LLC4,226$232.0K0.06%−23−0.5%Reduced
Sequent Asset Management, LLC4,248$233.0K0.17%00.0%Unchanged
Altus Wealth Management, LLC4,243$233.0K0.20%00.0%Unchanged
Jump Financial, LLC4,275$234.0K0.01%+4,275New
Westover Capital Advisors, LLC4,307$236.0K0.09%−1,092−20.2%Reduced
Allworth Financial LP4,296$236.0K0.00%+680+18.8%Added
Keudell/Morrison Wealth Management4,328$237.0K0.09%+66+1.5%Added
SFMG, LLC4,307$237.0K0.03%+143+3.4%Added
CenterStar Asset Management, LLC–$238.0K0.42%–New
Montecito Bank & Trust4,364$239.0K0.06%00.0%Unchanged
Astoria Portfolio Advisors LLC.4,361$239.0K0.16%+20.0%Added
Kathmere Capital Management, LLC4,370$240.0K0.05%−425−8.9%Reduced
Independent Financial Group, LLC4,385$240.5K0.02%00.0%Unchanged
Essex Financial Services, Inc.4,399$241.0K0.03%+167+3.9%Added
Optas, LLC4,440$242.0K0.11%+872+24.4%Added
Wedmont Private Capital4,422$243.0K0.05%+174+4.1%Added
Vontobel Holding Ltd.4,461$245.0K0.00%+1,356+43.7%Added
Strategic Advisors LLC4,500$246.0K0.05%00.0%Unchanged
Doyle Wealth Management4,494$246.0K0.02%+268+6.3%Added
Laurel Wealth Advisors, Inc.4,492$246.0K0.03%+4,492New
Covenant Asset Management, LLC4,507$247.0K0.10%00.0%Unchanged
Wealth Dimensions Group, Ltd.4,588$252.0K0.12%+33+0.7%Added
Diversified Trust Co4,670$256.0K0.01%+686+17.2%Added
Lyell Wealth Management, LP4,706$258.0K0.04%00.0%Unchanged
Focus Financial Network, Inc.4,733$259.6K0.02%−352−6.9%Reduced
Csenge Advisory Group4,732$260.0K0.02%−1,043−18.1%Reduced
Princeton Global Asset Management LLC4,756$261.0K0.09%+20.0%Added
Jmac Enterprises LLC4,757$261.0K0.07%+4,757New
Legal Advantage Investments, Inc.4,800$263.0K0.25%00.0%Unchanged
Northwest Bancshares, Inc.4,824$264.0K0.06%−154−3.1%Reduced
Kolinsky Wealth Management, LLC4,813$264.0K0.33%+4,813New
First Manhattan Co4,850$265.0K0.00%+950+24.4%Added
Community Bank & Trust, Waco, Texas4,843$266.0K0.09%+191+4.1%Added
Transcend Wealth Collective, LLC4,861$267.0K0.03%−787−13.9%Reduced
Bank of Nova Scotia4,866$267.0K0.00%−495−9.2%Reduced
Barry Investment Advisors, LLC4,873$267.0K0.09%+15+0.3%Added
Moody National Bank Trust Division4,883$268.0K0.03%+970+24.8%Added