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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
32,526
shares
|
$2.25 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
32,114
shares
|
$2.22 Million
0.06% of portfolio
|
Q1 2025
Added 89.74%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
31,685
shares
|
$2.19 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
31,521
shares
|
$2.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
31,183
shares
|
$2.16 Million
0.03% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
31,155
shares
|
$2.16 Million
0.33% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
31,082
shares
|
$2.15 Million
0.01% of portfolio
|
Q1 2025
Added 22.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
31,077
shares
|
$2.15 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
31,053
shares
|
$2.15 Million
0.09% of portfolio
|
Q1 2025
Added 28.49%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
31,043
shares
|
$2.15 Million
0.02% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
30,998
shares
|
$2.15 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
30,937
shares
|
$2.14 Million
0.18% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
30,501
shares
|
$2.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 31.11%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
29,872
shares
|
$2.07 Million
0.21% of portfolio
|
Q1 2025
Reduced 33.41%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
29,660
shares
|
$2.05 Million
0.57% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
29,409
shares
|
$2.04 Million
0.27% of portfolio
|
Q4 2024
Reduced 39.17%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
29,395
shares
|
$2.04 Million
0.14% of portfolio
|
Q2 2022
Added 20.2%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
May 15, 2025 Q1 2025 |
28,414
shares
|
$1.97 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
28,303
shares
|
$1.96 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
28,179
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
28,142
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
28,053
shares
|
$1.94 Million
0.04% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,927
shares
|
$1.93 Million
0.03% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
27,650
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2025
Reduced 40.62%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
27,254
shares
|
$1.89 Million
1.62% of portfolio
|
Q1 2025
Reduced 11.39%
|