Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,435 institutions that hold shares in the stock, with a total of 507 Million shares, which have been reported (via 13F filing form) to have a value of $35.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
11,736
shares
|
$827,153
0.17% of portfolio
|
Q1 2025
Added 65.93%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
11,646
shares
|
$820,810
0.67% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
11,484
shares
|
$809,392
0.08% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,439
shares
|
$806,220
0.03% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
11,420
shares
|
$804,881
0.27% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,363
shares
|
$800,864
0.03% of portfolio
|
Q4 2024
Reduced 16.57%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,304
shares
|
$796,705
0.06% of portfolio
|
Q4 2023
Reduced 7.96%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
11,294
shares
|
$796,001
0.21% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
11,277
shares
|
$794,802
0.11% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
11,277
shares
|
$794,802
0.0% of portfolio
|
Q1 2025
Added 102.86%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
11,245
shares
|
$792,547
0.45% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
11,225
shares
|
$791,138
0.36% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
11,225
shares
|
$791,138
0.56% of portfolio
|
Q2 2025
Added 155.35%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
11,206
shares
|
$789,798
0.01% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
11,200
shares
|
$789,376
0.15% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
11,146
shares
|
$785,570
0.05% of portfolio
|
Q1 2025
Added 30.5%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
11,039
shares
|
$778,028
0.29% of portfolio
|
Q2 2025
Reduced 32.77%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
11,033
shares
|
$777,605
0.02% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
11,009
shares
|
$775,914
0.03% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
10,968
shares
|
$773,024
0.03% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,844
shares
|
$764,285
0.02% of portfolio
|
Q4 2024
Reduced 31.99%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
10,735
shares
|
$756,602
0.07% of portfolio
|
Q1 2025
Added 17.02%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
10,726
shares
|
$755,968
0.0% of portfolio
|
Q1 2025
Reduced 58.26%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
10,702
shares
|
$754,276
0.05% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
10,672
shares
|
$752,162
0.15% of portfolio
|
Q2 2025
Reduced 17.9%
|