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 |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
15,711
shares
|
$1.03 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,657
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
15,654
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.39%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
15,570
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2024
Added 173.49%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
15,449
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
15,429
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 309.37%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,379
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
15,370
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
15,286
shares
|
$998,940
0.01% of portfolio
|
Q3 2024
Reduced 40.95%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
15,019
shares
|
$981,491
0.05% of portfolio
|
Q3 2024
Reduced 15.34%
|
|
|
Westport Asset Management Inc
Southport, CT |
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$980,249
0.57% of portfolio
|
Q2 2019
Added 50.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
14,960
shares
|
$977,635
0.07% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
14,920
shares
|
$975,021
0.4% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
14,913
shares
|
$974,564
0.11% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
14,825
shares
|
$968,813
0.21% of portfolio
|
Q2 2024
Reduced 8.32%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
14,646
shares
|
$957,116
0.48% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
14,634
shares
|
$956,331
0.15% of portfolio
|
Q3 2024
Added 74.94%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
14,621
shares
|
$955,482
0.18% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
14,601
shares
|
$954,175
0.0% of portfolio
|
Q2 2023
Reduced 2.71%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 29, 2024 Q3 2024 |
14,539
shares
|
$950,123
0.36% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
14,535
shares
|
$949,862
0.01% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
14,500
shares
|
$947,574
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,487
shares
|
$946,725
0.0% of portfolio
|
Q3 2024
Reduced 97.99%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
14,367
shares
|
$938,883
0.03% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
14,311
shares
|
$935,223
0.02% of portfolio
|
Q3 2024
Added 1.2%
|