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 |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
25
shares
|
$1,942
0.0% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
24
shares
|
$1,864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
20
shares
|
$1,553
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
20
shares
|
$1,553
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
19
shares
|
$1,476
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
19
shares
|
$1,476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
18
shares
|
$1,398
0.0% of portfolio
|
Q4 2024
Reduced 99.08%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
18
shares
|
$1,398
0.0% of portfolio
|
Q2 2024
Reduced 84.87%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
17
shares
|
$1,320
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
16
shares
|
$1,243
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
16
shares
|
$1,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
15
shares
|
$1,165
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13
shares
|
$1,009
0.03% of portfolio
|
Q3 2024
Reduced 99.87%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
13
shares
|
$1,009
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
12
shares
|
$932
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
11
shares
|
$854
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
10
shares
|
$776
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
10
shares
|
$776
0.0% of portfolio
|
Q1 2025
Reduced 95.73%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
8
shares
|
$621
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
4
shares
|
$310
0.0% of portfolio
|
Q2 2025
Reduced 96.12%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3
shares
|
$233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
1
shares
|
$77
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|