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 |
|---|---|---|---|---|---|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
229
shares
|
$15,860
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
228
shares
|
$15,791
0.0% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
218
shares
|
$15,098
0.01% of portfolio
|
Q3 2024
Reduced 59.33%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
215
shares
|
$14,890
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
212
shares
|
$14,683
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
207
shares
|
$14,336
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
200
shares
|
$13,852
0.01% of portfolio
|
Q2 2022
Reduced 60.0%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
200
shares
|
$13,852
0.0% of portfolio
|
Q2 2021
Reduced 33.33%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
200
shares
|
$13,852
0.0% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
200
shares
|
$13,852
0.02% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
200
shares
|
$13,852
0.0% of portfolio
|
Q4 2023
Reduced 9.91%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
200
shares
|
$13,852
0.0% of portfolio
|
Q2 2022
Reduced 60.55%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
200
shares
|
$13,852
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
191
shares
|
$13,228
0.01% of portfolio
|
Q1 2025
Added 306.38%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
191
shares
|
$13,228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
190
shares
|
$13,159
0.02% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
180
shares
|
$12,466
0.0% of portfolio
|
Q1 2025
Added 36.36%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
179
shares
|
$12,397
0.01% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
176
shares
|
$12,189
0.0% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
176
shares
|
$12,189
0.0% of portfolio
|
Q4 2024
Added 137.84%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
175
shares
|
$12,120
0.0% of portfolio
|
Q4 2024
Reduced 92.95%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
166
shares
|
$11,497
0.0% of portfolio
|
Q1 2025
Added 238.78%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
165
shares
|
$11,427
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
161
shares
|
$11,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
155
shares
|
$10,735
0.0% of portfolio
|
Q2 2025
New holding
|