Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,432 institutions that hold shares in the stock, with a total of 505 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
64,744
shares
|
$4.48 Million
0.03% of portfolio
|
Q2 2023
Reduced 23.11%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
63,965
shares
|
$4.43 Million
0.61% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
63,392
shares
|
$4.39 Million
0.51% of portfolio
|
Q3 2022
Reduced 0.17%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
63,326
shares
|
$4.39 Million
0.22% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
63,127
shares
|
$4.37 Million
0.55% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
63,064
shares
|
$4.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
62,989
shares
|
$4.36 Million
0.17% of portfolio
|
Q3 2023
Added 25.32%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
62,380
shares
|
$4.32 Million
0.57% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
62,221
shares
|
$4.31 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
61,114
shares
|
$4.23 Million
0.04% of portfolio
|
Q1 2025
Added 33.43%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
60,710
shares
|
$4.2 Million
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
60,642
shares
|
$4.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
60,606
shares
|
$4.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
60,233
shares
|
$4.17 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
59,716
shares
|
$4.14 Million
0.24% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
59,484
shares
|
$4.12 Million
0.47% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
58,849
shares
|
$4.08 Million
0.82% of portfolio
|
Q1 2025
Added 19.53%
|
|
|
Henry James International Management Inc.
|
Apr 25, 2025 Q1 2025 |
57,963
shares
|
$4.01 Million
1.5% of portfolio
|
Q4 2024
Reduced 12.27%
|
|
|
Guardian Capital LP
Toronto, A6 |
May 14, 2025 Q1 2025 |
57,930
shares
|
$4.01 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
57,777
shares
|
$4 Million
0.08% of portfolio
|
Q1 2025
Added 45.86%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
57,767
shares
|
$4 Million
0.33% of portfolio
|
Q1 2025
Added 255.36%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
57,597
shares
|
$3.99 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
57,391
shares
|
$3.97 Million
1.13% of portfolio
|
Q2 2025
Added 35.06%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
57,323
shares
|
$3.97 Million
0.72% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
57,264
shares
|
$3.97 Million
2.83% of portfolio
|
Q2 2025
Reduced 2.56%
|