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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
8,131
shares
|
$631,697
0.05% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,124
shares
|
$631,153
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
8,121
shares
|
$630,920
0.02% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
8,113
shares
|
$630,298
0.33% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
8,087
shares
|
$628,279
0.03% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
8,045
shares
|
$625,016
0.33% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
8,026
shares
|
$623,539
0.04% of portfolio
|
Q2 2025
Reduced 38.38%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
8,024
shares
|
$623,384
0.02% of portfolio
|
Q2 2025
Added 117.57%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,014
shares
|
$622,607
0.03% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
8,007
shares
|
$622,063
0.15% of portfolio
|
Q1 2025
Added 107.38%
|
|
|
Ar Asset Management Inc
|
Aug 05, 2025 Q2 2025 |
8,000
shares
|
$621,520
0.12% of portfolio
|
Q2 2017
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
7,982
shares
|
$620,121
0.13% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,967
shares
|
$618,956
0.04% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,954
shares
|
$617,946
0.0% of portfolio
|
Q4 2022
Reduced 6.46%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
7,934
shares
|
$616,392
0.01% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
7,900
shares
|
$613,751
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
7,862
shares
|
$610,798
0.02% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
7,803
shares
|
$606,215
0.02% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
7,770
shares
|
$603,651
0.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,752
shares
|
$602,252
0.03% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
7,684
shares
|
$596,969
0.15% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
7,675
shares
|
$596,270
0.04% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
7,662
shares
|
$595,260
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,658
shares
|
$594,950
0.03% of portfolio
|
Q2 2025
Added 29.12%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
7,592
shares
|
$589,822
0.26% of portfolio
|
Q2 2025
Added 0.01%
|