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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,579
shares
|
$109,361
0.0% of portfolio
|
Q4 2023
Added 99.37%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
1,576
shares
|
$109,153
0.01% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,541
shares
|
$106,729
0.0% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1,541
shares
|
$106,729
0.02% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
1,531
shares
|
$106,037
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
1,512
shares
|
$104,721
0.06% of portfolio
|
Q1 2025
Added 83.94%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,500
shares
|
$103,890
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,483
shares
|
$102,712
0.01% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
1,481
shares
|
$102,574
0.05% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,475
shares
|
$102,158
0.02% of portfolio
|
Q2 2025
Reduced 21.75%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,432
shares
|
$99,180
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,400
shares
|
$96,964
0.0% of portfolio
|
Q1 2025
Added 115.38%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,383
shares
|
$95,786
0.01% of portfolio
|
Q2 2023
Added 36.26%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
1,380
shares
|
$95,578
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,331
shares
|
$92,185
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,325
shares
|
$91,769
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,321
shares
|
$91,492
0.01% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,314
shares
|
$91,007
0.07% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,296
shares
|
$89,760
0.01% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,295
shares
|
$89,691
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
1,290
shares
|
$89,345
0.07% of portfolio
|
Q3 2022
Reduced 25.09%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,273
shares
|
$88,167
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,249
shares
|
$86,505
0.0% of portfolio
|
Q1 2025
Reduced 32.16%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,246
shares
|
$86,297
0.01% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,228
shares
|
$85,051
0.02% of portfolio
|
Q1 2025
Added 8.19%
|