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 $34.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
27,254
shares
|
$1.87 Million
1.62% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
27,094
shares
|
$1.86 Million
0.43% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
26,635
shares
|
$1.83 Million
0.43% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
26,567
shares
|
$1.83 Million
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
26,486
shares
|
$1.82 Million
0.85% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
25,893
shares
|
$1.78 Million
0.12% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,775
shares
|
$1.77 Million
0.06% of portfolio
|
Q2 2020
Added 66.04%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
25,560
shares
|
$1.76 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
25,440
shares
|
$1.75 Million
0.11% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
25,372
shares
|
$1.74 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
25,114
shares
|
$1.73 Million
0.11% of portfolio
|
Q1 2025
Added 23.74%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
25,040
shares
|
$1.72 Million
0.03% of portfolio
|
Q1 2025
Added 62.12%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
25,000
shares
|
$1.72 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
24,890
shares
|
$1.71 Million
0.3% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
24,761
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
24,510
shares
|
$1.68 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
24,504
shares
|
$1.68 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
24,419
shares
|
$1.68 Million
0.32% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
24,347
shares
|
$1.67 Million
0.28% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Dillon & Associates Inc
|
May 12, 2025 Q1 2025 |
24,182
shares
|
$1.66 Million
0.27% of portfolio
|
Q1 2025
Reduced 20.12%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
24,117
shares
|
$1.66 Million
0.24% of portfolio
|
Q1 2025
Reduced 27.42%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
24,111
shares
|
$1.66 Million
0.1% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Armistice Capital, LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,000
shares
|
$1.65 Million
0.03% of portfolio
|
Q1 2025
Reduced 76.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
23,806
shares
|
$1.64 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
23,709
shares
|
$1.63 Million
0.06% of portfolio
|
Q1 2025
Added 0.66%
|