Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,368 institutions that hold shares in the stock, with a total of 475 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
69,166
shares
|
$5.12 Million
4.08% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
68,890
shares
|
$5.1 Million
0.45% of portfolio
|
Q1 2023
Added 447.18%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
68,370
shares
|
$5.07 Million
0.13% of portfolio
|
Q4 2024
Reduced 17.96%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
68,221
shares
|
$5.05 Million
0.01% of portfolio
|
Q4 2024
Added 33.82%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
68,204
shares
|
$5.05 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
68,003
shares
|
$5.04 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
67,649
shares
|
$5.01 Million
0.43% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
67,376
shares
|
$4.99 Million
0.12% of portfolio
|
Q4 2023
Added 11.67%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
66,919
shares
|
$4.96 Million
0.31% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
66,593
shares
|
$4.93 Million
0.45% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
66,235
shares
|
$4.91 Million
0.53% of portfolio
|
Q4 2024
Reduced 20.28%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
66,036
shares
|
$4.89 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
64,744
shares
|
$4.8 Million
0.03% of portfolio
|
Q2 2023
Reduced 23.11%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
63,430
shares
|
$4.7 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
63,392
shares
|
$4.7 Million
0.51% of portfolio
|
Q3 2022
Reduced 0.17%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
63,321
shares
|
$4.69 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
62,989
shares
|
$4.67 Million
0.17% of portfolio
|
Q3 2023
Added 25.32%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
62,759
shares
|
$4.65 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
62,716
shares
|
$4.65 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
62,275
shares
|
$4.61 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
61,615
shares
|
$4.57 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
61,447
shares
|
$4.55 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
60,775
shares
|
$4.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
60,741
shares
|
$4.5 Million
0.16% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
60,606
shares
|
$4.49 Million
2.63% of portfolio
|
Q4 2024
Added 61.75%
|