Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,433 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 $37.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,334
shares
|
$393,009
0.09% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
5,290
shares
|
$389,767
0.01% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,277
shares
|
$388,809
0.02% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
5,234
shares
|
$385,641
0.04% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
5,233
shares
|
$385,567
0.0% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,229
shares
|
$385,272
0.07% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
5,172
shares
|
$381,072
0.31% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,169
shares
|
$380,851
0.02% of portfolio
|
Q2 2025
Added 14.74%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
5,158
shares
|
$380,041
0.03% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
5,149
shares
|
$379,378
0.12% of portfolio
|
Q4 2024
Added 10.83%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
5,147
shares
|
$379,230
0.03% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,102
shares
|
$375,915
0.02% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,091
shares
|
$375,104
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
5,075
shares
|
$373,926
0.02% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
5,062
shares
|
$372,968
0.06% of portfolio
|
Q1 2025
Reduced 24.21%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
5,040
shares
|
$371,347
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,036
shares
|
$371,052
0.02% of portfolio
|
Q1 2025
Added 26.66%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,025
shares
|
$370,242
0.01% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
5,009
shares
|
$369,063
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
5,009
shares
|
$369,063
0.07% of portfolio
|
Q4 2023
Reduced 16.64%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
4,995
shares
|
$368,031
0.13% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
4,973
shares
|
$366,410
0.01% of portfolio
|
Q1 2025
Added 35.06%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,957
shares
|
$365,231
0.12% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
4,921
shares
|
$362,579
0.01% of portfolio
|
Q1 2025
Added 27.92%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
4,911
shares
|
$361,842
0.02% of portfolio
|
Q2 2025
Reduced 6.14%
|