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 |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
411
shares
|
$31,930
0.0% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
409
shares
|
$31,775
0.0% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
403
shares
|
$31,309
0.01% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
402
shares
|
$31,231
0.0% of portfolio
|
Q2 2025
Reduced 99.72%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
400
shares
|
$31,076
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
400
shares
|
$31,076
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
398
shares
|
$30,920
0.02% of portfolio
|
Q2 2025
Added 59.84%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
397
shares
|
$30,842
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
383
shares
|
$29,755
0.0% of portfolio
|
Q4 2023
Added 7.58%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
373
shares
|
$28,978
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
365
shares
|
$28,356
0.01% of portfolio
|
Q1 2024
Added 4.89%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
364
shares
|
$28,279
0.0% of portfolio
|
Q2 2025
Added 149.32%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
360
shares
|
$27,968
0.0% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
351
shares
|
$27,269
0.0% of portfolio
|
Q3 2024
Reduced 78.8%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
350
shares
|
$27,191
0.0% of portfolio
|
Q4 2023
Added 422.39%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
350
shares
|
$27,191
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
350
shares
|
$27,191
0.0% of portfolio
|
Q2 2025
Reduced 60.5%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
342
shares
|
$26,569
0.01% of portfolio
|
Q3 2024
Reduced 12.76%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
335
shares
|
$26,026
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
334
shares
|
$25,948
0.01% of portfolio
|
Q2 2024
Reduced 13.25%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
314
shares
|
$24,394
0.0% of portfolio
|
Q1 2023
Reduced 62.35%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
313
shares
|
$24,316
0.0% of portfolio
|
Q4 2024
Reduced 65.72%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
308
shares
|
$23,928
0.0% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
305
shares
|
$23,695
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
302
shares
|
$23,462
0.0% of portfolio
|
Q4 2022
Reduced 22.16%
|