Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,432 institutions that hold shares in the stock, with a total of 505 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
2,500
shares
|
$173,150
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
2,434
shares
|
$168,578
0.17% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,432
shares
|
$168,440
0.01% of portfolio
|
Q3 2022
Reduced 5.26%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,296
shares
|
$159,020
0.0% of portfolio
|
Q1 2025
Added 484.22%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,267
shares
|
$157,012
0.0% of portfolio
|
Q2 2025
Added 46.16%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
2,260
shares
|
$156,527
0.03% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
2,228
shares
|
$154,311
0.01% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,180
shares
|
$150,986
0.03% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
2,120
shares
|
$146,831
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,097
shares
|
$145,238
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,057
shares
|
$142,467
0.03% of portfolio
|
Q1 2025
Reduced 21.4%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
2,050
shares
|
$141,983
0.0% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$138,520
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
1,963
shares
|
$135,957
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,923
shares
|
$133,186
0.06% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
1,900
shares
|
$131,594
0.1% of portfolio
|
Q1 2024
Added 550.68%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,864
shares
|
$129,100
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,798
shares
|
$124,529
0.01% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,775
shares
|
$122,936
0.04% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,735
shares
|
$120,166
0.0% of portfolio
|
Q1 2025
Added 163.28%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,714
shares
|
$118,711
0.02% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
1,642
shares
|
$113,724
0.01% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,633
shares
|
$113,101
0.05% of portfolio
|
Q1 2025
Reduced 29.49%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,625
shares
|
$112,547
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,588
shares
|
$109,984
0.03% of portfolio
|
Q3 2024
Reduced 13.08%
|