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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
6,326
shares
|
$491,466
0.03% of portfolio
|
Q2 2025
Reduced 31.99%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
6,314
shares
|
$490,534
0.03% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,302
shares
|
$489,602
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
6,267
shares
|
$486,883
0.15% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
6,261
shares
|
$486,417
0.12% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
6,246
shares
|
$485,251
0.01% of portfolio
|
Q2 2025
Added 26.93%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
6,228
shares
|
$483,853
0.02% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
6,168
shares
|
$479,191
0.3% of portfolio
|
Q1 2022
Reduced 7.5%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
6,148
shares
|
$477,638
0.04% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,147
shares
|
$477,560
0.2% of portfolio
|
Q2 2025
Reduced 21.29%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
6,119
shares
|
$475,385
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
6,089
shares
|
$473,054
0.08% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
6,085
shares
|
$472,743
0.08% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
6,071
shares
|
$471,655
0.43% of portfolio
|
Q4 2022
Reduced 0.03%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
6,049
shares
|
$469,946
0.01% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,043
shares
|
$469,480
0.03% of portfolio
|
Q3 2023
Reduced 4.19%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
6,040
shares
|
$469,247
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
6,034
shares
|
$468,781
0.02% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Aug 13, 2025 Q2 2025 |
6,017
shares
|
$467,460
0.29% of portfolio
|
Q2 2025
Reduced 32.31%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,995
shares
|
$465,751
0.02% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
5,921
shares
|
$460,002
0.07% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
5,914
shares
|
$459,458
0.01% of portfolio
|
Q1 2023
Reduced 7.49%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
5,900
shares
|
$458,371
0.13% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,801
shares
|
$450,679
0.05% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
5,772
shares
|
$448,426
0.38% of portfolio
|
Q2 2025
Added 1.87%
|