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 |
|---|---|---|---|---|---|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
56,755
shares
|
$3.93 Million
0.4% of portfolio
|
Q1 2025
Added 37.08%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
56,443
shares
|
$3.91 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
56,328
shares
|
$3.9 Million
0.86% of portfolio
|
Q2 2023
Reduced 0.08%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
56,211
shares
|
$3.89 Million
0.01% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
55,399
shares
|
$3.84 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
55,333
shares
|
$3.83 Million
0.07% of portfolio
|
Q1 2025
Added 895.02%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
55,075
shares
|
$3.81 Million
0.36% of portfolio
|
Q1 2025
Added 23.34%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
54,992
shares
|
$3.81 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
54,628
shares
|
$3.78 Million
0.07% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
54,109
shares
|
$3.75 Million
0.02% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
53,536
shares
|
$3.71 Million
0.16% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
53,289
shares
|
$3.69 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
52,891
shares
|
$3.66 Million
0.28% of portfolio
|
Q1 2025
Reduced 27.17%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
52,645
shares
|
$3.65 Million
2.11% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
51,985
shares
|
$3.6 Million
0.9% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
51,930
shares
|
$3.6 Million
0.06% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
51,820
shares
|
$3.59 Million
1.29% of portfolio
|
Q2 2023
Reduced 3.18%
|
|
|
Clayton Partners LLC
Berkeley, CA |
May 14, 2025 Q1 2025 |
51,638
shares
|
$3.58 Million
3.72% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
51,294
shares
|
$3.55 Million
0.39% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
51,147
shares
|
$3.54 Million
0.05% of portfolio
|
Q1 2025
Added 35.19%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
50,789
shares
|
$3.52 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nwi Management LP
New York, NY |
May 15, 2025 Q1 2025 |
50,000
shares
|
$3.46 Million
0.48% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
49,954
shares
|
$3.46 Million
0.03% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
49,569
shares
|
$3.43 Million
0.15% of portfolio
|
Q1 2025
Added 16.03%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
49,149
shares
|
$3.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.78%
|