Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,340 institutions that hold shares in the stock, with a total of 476 Million shares, which have been reported (via 13F filing form) to have a value of $32.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
30,266
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
30,000
shares
|
$2.07 Million
0.52% of portfolio
|
Q1 2023
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
29,501
shares
|
$2.04 Million
0.19% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
29,395
shares
|
$2.03 Million
0.14% of portfolio
|
Q2 2022
Added 20.2%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
29,008
shares
|
$2 Million
0.39% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
28,719
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
28,601
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
28,413
shares
|
$1.96 Million
0.16% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
28,334
shares
|
$1.96 Million
0.27% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
28,179
shares
|
$1.95 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
28,148
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2024
Added 40.21%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,927
shares
|
$1.93 Million
0.03% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
27,729
shares
|
$1.91 Million
0.06% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
27,712
shares
|
$1.91 Million
0.02% of portfolio
|
Q4 2024
Added 38.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
27,645
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
27,569
shares
|
$1.9 Million
0.15% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
27,173
shares
|
$1.88 Million
0.51% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
27,160
shares
|
$1.88 Million
0.22% of portfolio
|
Q3 2024
Reduced 39.52%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
27,104
shares
|
$1.87 Million
0.02% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
27,080
shares
|
$1.87 Million
0.81% of portfolio
|
Q4 2024
Added 72.36%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
26,979
shares
|
$1.86 Million
0.04% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
26,823
shares
|
$1.85 Million
0.13% of portfolio
|
Q3 2024
Added 52.23%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
26,777
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
26,755
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Added 138.03%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
26,528
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 59.67%
|