Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,361 institutions that hold shares in the stock, with a total of 475 Million shares, which have been reported (via 13F filing form) to have a value of $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
30,000
shares
|
$1.93 Million
0.52% of portfolio
|
Q1 2023
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
29,853
shares
|
$1.92 Million
0.16% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
29,501
shares
|
$1.9 Million
0.19% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
29,395
shares
|
$1.89 Million
0.14% of portfolio
|
Q2 2022
Added 20.2%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
29,008
shares
|
$1.87 Million
0.39% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
28,719
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
28,601
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
28,413
shares
|
$1.83 Million
0.16% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
28,179
shares
|
$1.82 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
28,148
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Added 40.21%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,927
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
27,835
shares
|
$1.79 Million
0.14% of portfolio
|
Q3 2024
Added 27.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
27,645
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
27,569
shares
|
$1.78 Million
0.15% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
27,193
shares
|
$1.75 Million
0.32% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
27,160
shares
|
$1.75 Million
0.22% of portfolio
|
Q3 2024
Reduced 39.52%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
27,034
shares
|
$1.74 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
26,823
shares
|
$1.73 Million
0.13% of portfolio
|
Q3 2024
Added 52.23%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
26,777
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
26,755
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2024
Added 138.03%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
26,528
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 59.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
26,357
shares
|
$1.7 Million
0.51% of portfolio
|
Q2 2024
Added 16.38%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
26,347
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
26,246
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
26,163
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.44%
|