Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,414 institutions that hold shares in the stock, with a total of 497 Million shares, which have been reported (via 13F filing form) to have a value of $38.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
9,743
shares
|
$756,933
0.46% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Channing Global Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
9,724
shares
|
$755,457
0.48% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
9,548
shares
|
$741,784
0.18% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
9,534
shares
|
$740,696
0.05% of portfolio
|
Q4 2023
Added 6.49%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
9,529
shares
|
$740,308
0.01% of portfolio
|
Q2 2025
Added 15.62%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
9,509
shares
|
$738,754
0.44% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,484
shares
|
$736,811
0.03% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
9,446
shares
|
$733,859
0.31% of portfolio
|
Q4 2023
Reduced 6.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
9,443
shares
|
$733,626
0.02% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,434
shares
|
$732,927
0.24% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Prospector Partners LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
9,385
shares
|
$729,120
0.08% of portfolio
|
Q2 2025
Added 33.03%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
9,342
shares
|
$725,779
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
9,323
shares
|
$724,303
0.17% of portfolio
|
Q1 2023
Added 5.67%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
9,246
shares
|
$718,321
0.2% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
9,223
shares
|
$716,534
0.07% of portfolio
|
Q2 2025
Reduced 88.79%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
9,193
shares
|
$714,204
0.21% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
9,172
shares
|
$712,572
0.0% of portfolio
|
Q2 2025
Added 55.62%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
9,143
shares
|
$710,319
0.01% of portfolio
|
Q2 2025
Added 23.24%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
9,101
shares
|
$707,056
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
9,067
shares
|
$704,415
0.1% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
9,053
shares
|
$703,327
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
9,024
shares
|
$701,074
0.19% of portfolio
|
Q1 2023
Added 7.21%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
9,023
shares
|
$700,996
0.34% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,987
shares
|
$698,200
0.01% of portfolio
|
Q2 2024
Added 11.97%
|
|
|
Stf Management LP
Frisco, TX |
Aug 07, 2025 Q2 2025 |
8,961
shares
|
$696,180
0.25% of portfolio
|
Q2 2025
Added 2.68%
|