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 |
|---|---|---|---|---|---|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
3,480
shares
|
$270,361
0.05% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
3,455
shares
|
$268,418
0.02% of portfolio
|
Q2 2025
Added 20.38%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
3,450
shares
|
$268,030
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
3,431
shares
|
$266,554
0.05% of portfolio
|
Q2 2025
Added 24.45%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,421
shares
|
$265,777
0.04% of portfolio
|
Q1 2023
Added 7.85%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
3,418
shares
|
$265,544
0.05% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
3,416
shares
|
$265,389
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,408
shares
|
$264,767
0.01% of portfolio
|
Q1 2025
Added 28.75%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,401
shares
|
$264,223
0.01% of portfolio
|
Q2 2025
Reduced 57.11%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,401
shares
|
$264,223
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
3,390
shares
|
$263,369
0.11% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,388
shares
|
$263,213
0.02% of portfolio
|
Q4 2024
Added 22.98%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
3,380
shares
|
$262,592
0.02% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,370
shares
|
$261,815
0.02% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
3,359
shares
|
$260,960
0.02% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,357
shares
|
$260,805
0.06% of portfolio
|
Q2 2022
Added 92.6%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
3,338
shares
|
$259,329
0.02% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
3,300
shares
|
$256,377
0.09% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
3,294
shares
|
$255,910
0.01% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
3,282
shares
|
$254,978
0.08% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,277
shares
|
$254,590
0.04% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
3,272
shares
|
$254,201
0.05% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
3,262
shares
|
$253,424
0.0% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
3,257
shares
|
$253,036
0.05% of portfolio
|
Q2 2025
Added 165.23%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,247
shares
|
$252,259
0.04% of portfolio
|
Q1 2024
New holding
|