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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
9,681
shares
|
$682,316
0.01% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
9,548
shares
|
$672,943
0.19% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
9,546
shares
|
$672,802
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
9,534
shares
|
$671,956
0.05% of portfolio
|
Q4 2023
Added 6.49%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
9,524
shares
|
$671,251
0.05% of portfolio
|
Q1 2025
Reduced 40.82%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,484
shares
|
$668,432
0.03% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,480
shares
|
$668,150
0.02% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
9,446
shares
|
$665,754
0.31% of portfolio
|
Q4 2023
Reduced 6.42%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,434
shares
|
$664,908
0.24% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
9,415
shares
|
$663,569
0.16% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
9,323
shares
|
$657,085
0.17% of portfolio
|
Q1 2023
Added 5.67%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
9,311
shares
|
$656,239
0.03% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
9,301
shares
|
$655,534
0.05% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
9,200
shares
|
$648,416
0.0% of portfolio
|
Q1 2025
Reduced 94.99%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
9,184
shares
|
$647,288
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
9,143
shares
|
$644,398
0.01% of portfolio
|
Q2 2025
Added 23.24%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
9,101
shares
|
$641,438
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
9,067
shares
|
$639,042
0.1% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
9,061
shares
|
$638,619
0.02% of portfolio
|
Q1 2025
Added 28.47%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
9,024
shares
|
$636,011
0.19% of portfolio
|
Q1 2023
Added 7.21%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
9,023
shares
|
$635,941
0.34% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,987
shares
|
$633,403
0.01% of portfolio
|
Q2 2024
Added 11.97%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
8,963
shares
|
$631,712
0.02% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
8,932
shares
|
$629,527
0.05% of portfolio
|
Q1 2025
Reduced 77.53%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
8,930
shares
|
$629,386
0.02% of portfolio
|
Q1 2025
Reduced 25.2%
|