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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
36
shares
|
$2,493
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
36
shares
|
$2,493
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
34
shares
|
$2,354
0.0% of portfolio
|
Q2 2025
Reduced 39.29%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
33
shares
|
$2,285
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
32
shares
|
$2,216
0.0% of portfolio
|
Q1 2025
Reduced 56.76%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
32
shares
|
$2,216
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
30
shares
|
$2,077
0.0% of portfolio
|
Q1 2025
Reduced 78.1%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
28
shares
|
$1,939
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
28
shares
|
$1,939
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
27
shares
|
$1,870
0.0% of portfolio
|
Q3 2024
Reduced 82.12%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
25
shares
|
$1,731
0.0% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
25
shares
|
$1,731
0.0% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
24
shares
|
$1,662
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
21
shares
|
$1,454
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
20
shares
|
$1,385
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
19
shares
|
$1,315
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
19
shares
|
$1,315
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
18
shares
|
$1,246
0.0% of portfolio
|
Q4 2024
Reduced 99.08%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
18
shares
|
$1,246
0.0% of portfolio
|
Q2 2024
Reduced 84.87%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
18
shares
|
$1,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
17
shares
|
$1,177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
16
shares
|
$1,108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13
shares
|
$900
0.03% of portfolio
|
Q3 2024
Reduced 99.87%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
13
shares
|
$900
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
12
shares
|
$831
0.0% of portfolio
|
Q3 2024
New holding
|