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 |
|---|---|---|---|---|---|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
2,149
shares
|
$166,955
0.11% of portfolio
|
Q2 2025
Added 322.2%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
2,120
shares
|
$164,702
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,097
shares
|
$162,915
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
2,063
shares
|
$160,274
0.05% of portfolio
|
Q2 2025
Added 26.95%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
2,050
shares
|
$159,264
0.0% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
2,005
shares
|
$155,768
0.12% of portfolio
|
Q2 2025
Reduced 17.63%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$155,380
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,934
shares
|
$150,252
0.0% of portfolio
|
Q2 2025
Reduced 39.24%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,903
shares
|
$147,844
0.01% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
1,900
shares
|
$147,611
0.08% of portfolio
|
Q1 2024
Added 550.68%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,899
shares
|
$147,533
0.05% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,864
shares
|
$144,814
0.04% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
1,746
shares
|
$135,646
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,670
shares
|
$129,742
0.02% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
1,647
shares
|
$127,955
0.01% of portfolio
|
Q2 2025
Added 86.1%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
1,642
shares
|
$127,566
0.01% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,633
shares
|
$126,867
0.05% of portfolio
|
Q1 2025
Reduced 29.49%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,608
shares
|
$124,925
0.0% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,588
shares
|
$123,371
0.03% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,580
shares
|
$122,750
0.0% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,579
shares
|
$122,672
0.0% of portfolio
|
Q4 2023
Added 99.37%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,553
shares
|
$120,652
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,541
shares
|
$119,720
0.0% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1,541
shares
|
$119,720
0.02% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,533
shares
|
$119,098
0.03% of portfolio
|
Q2 2025
Reduced 13.63%
|