Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,414 institutions that hold shares in the stock, with a total of 497 Million shares, which have been reported (via 13F filing form) to have a value of $38.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
75,989
shares
|
$5.9 Million
1.24% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
75,129
shares
|
$5.84 Million
0.09% of portfolio
|
Q2 2023
Added 18.2%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
73,811
shares
|
$5.73 Million
0.13% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
73,694
shares
|
$5.73 Million
0.03% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Hendley & CO Inc
|
Jul 23, 2025 Q2 2025 |
73,690
shares
|
$5.72 Million
1.8% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
73,646
shares
|
$5.72 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
72,860
shares
|
$5.66 Million
1.12% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
72,744
shares
|
$5.65 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
72,300
shares
|
$5.62 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
72,000
shares
|
$5.59 Million
0.28% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
71,774
shares
|
$5.58 Million
0.23% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
71,175
shares
|
$5.53 Million
0.01% of portfolio
|
Q2 2025
Added 101.77%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
70,732
shares
|
$5.5 Million
0.06% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
69,618
shares
|
$5.41 Million
4.1% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
69,527
shares
|
$5.4 Million
0.61% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
69,343
shares
|
$5.39 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
69,091
shares
|
$5.37 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
68,890
shares
|
$5.35 Million
0.45% of portfolio
|
Q1 2023
Added 447.18%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
67,767
shares
|
$5.26 Million
0.21% of portfolio
|
Q2 2025
Added 1245.65%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
67,376
shares
|
$5.23 Million
0.12% of portfolio
|
Q4 2023
Added 11.67%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
67,022
shares
|
$5.21 Million
0.41% of portfolio
|
Q2 2025
Added 18.09%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
66,492
shares
|
$5.17 Million
1.01% of portfolio
|
Q2 2025
Added 27.91%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
66,470
shares
|
$5.16 Million
0.43% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
65,845
shares
|
$5.12 Million
0.55% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
64,919
shares
|
$5.04 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.46%
|