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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
8,924
shares
|
$628,963
0.04% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
May 14, 2025 Q1 2025 |
8,889
shares
|
$626,496
0.5% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
8,889
shares
|
$626,496
0.02% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,863
shares
|
$624,664
0.23% of portfolio
|
Q3 2021
Added 4.38%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
8,842
shares
|
$623,184
0.22% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Stf Management LP
Frisco, TX |
May 13, 2025 Q1 2025 |
8,727
shares
|
$615,078
0.31% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
8,695
shares
|
$612,823
0.07% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
8,596
shares
|
$605,846
0.0% of portfolio
|
Q1 2025
Reduced 25.11%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
8,563
shares
|
$603,520
0.13% of portfolio
|
Q2 2025
Added 21.75%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
8,546
shares
|
$602,322
0.24% of portfolio
|
Q1 2025
Added 88.86%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
8,542
shares
|
$602,040
0.53% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
8,522
shares
|
$600,630
0.54% of portfolio
|
Q2 2025
Added 67.92%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
8,500
shares
|
$599,080
0.16% of portfolio
|
Q4 2019
Reduced 10.53%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,498
shares
|
$598,939
0.1% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,484
shares
|
$597,952
0.11% of portfolio
|
Q1 2025
Added 104.14%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
8,408
shares
|
$592,595
0.04% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
8,379
shares
|
$590,551
0.12% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
8,242
shares
|
$580,896
0.01% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
8,240
shares
|
$580,755
0.02% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
8,232
shares
|
$580,191
0.1% of portfolio
|
Q1 2025
Reduced 14.14%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
8,165
shares
|
$575,469
0.02% of portfolio
|
Q1 2025
Added 36.11%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
8,162
shares
|
$575,257
0.01% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,124
shares
|
$572,579
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,116
shares
|
$572,015
0.05% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
8,113
shares
|
$571,804
0.33% of portfolio
|
Q4 2024
Reduced 2.41%
|