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 |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
102
shares
|
$7,064
0.0% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
101
shares
|
$6,995
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
100
shares
|
$6,926
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$6,926
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$6,926
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
100
shares
|
$6,926
0.0% of portfolio
|
Q3 2021
Reduced 83.33%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
100
shares
|
$6,926
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
100
shares
|
$6,926
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
100
shares
|
$6,926
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$6,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
95
shares
|
$6,579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
93
shares
|
$6,441
0.0% of portfolio
|
Q1 2024
Reduced 34.97%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
92
shares
|
$6,371
0.0% of portfolio
|
Q1 2024
Reduced 69.54%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
91
shares
|
$6,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
91
shares
|
$6,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
90
shares
|
$6,233
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
84
shares
|
$5,817
0.0% of portfolio
|
Q1 2024
Reduced 58.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
84
shares
|
$5,817
0.0% of portfolio
|
Q3 2022
Reduced 16.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
83
shares
|
$5,748
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
80
shares
|
$5,540
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
79
shares
|
$5,471
0.0% of portfolio
|
Q3 2024
Reduced 15.05%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
76
shares
|
$5,263
0.0% of portfolio
|
Q1 2023
Reduced 67.8%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
76
shares
|
$5,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
75
shares
|
$5,194
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
75
shares
|
$5,194
0.01% of portfolio
|
Q4 2024
New holding
|