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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
8,924
shares
|
$693,305
0.04% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,863
shares
|
$688,566
0.23% of portfolio
|
Q3 2021
Added 4.38%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
8,842
shares
|
$686,934
0.2% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
8,816
shares
|
$684,915
0.1% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
8,777
shares
|
$681,885
0.01% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,720
shares
|
$677,456
0.02% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
8,704
shares
|
$676,213
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
8,678
shares
|
$674,193
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
8,627
shares
|
$670,231
0.02% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
8,607
shares
|
$668,677
0.42% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
8,605
shares
|
$668,522
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jul 29, 2025 Q2 2025 |
8,596
shares
|
$667,823
0.0% of portfolio
|
Q1 2025
Reduced 25.11%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
8,571
shares
|
$665,880
0.01% of portfolio
|
Q2 2025
Added 44.93%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
8,563
shares
|
$665,259
0.13% of portfolio
|
Q2 2025
Added 21.75%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
8,561
shares
|
$665,104
0.04% of portfolio
|
Q2 2025
Reduced 66.94%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
8,522
shares
|
$662,074
0.54% of portfolio
|
Q2 2025
Added 67.92%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
8,500
shares
|
$660,365
0.16% of portfolio
|
Q4 2019
Reduced 10.53%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,498
shares
|
$660,209
0.1% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,484
shares
|
$659,121
0.11% of portfolio
|
Q1 2025
Added 104.14%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
8,470
shares
|
$658,034
0.09% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
8,444
shares
|
$656,014
0.13% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
8,408
shares
|
$653,217
0.04% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
8,379
shares
|
$650,964
0.12% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
8,335
shares
|
$647,546
0.01% of portfolio
|
Q2 2025
Reduced 24.45%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
8,220
shares
|
$638,611
0.01% of portfolio
|
Q2 2025
Reduced 0.24%
|