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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
26,357
shares
|
$1.82 Million
0.51% of portfolio
|
Q2 2024
Added 16.38%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
26,347
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
26,246
shares
|
$1.81 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
26,163
shares
|
$1.81 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
25,859
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.25%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
25,796
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,775
shares
|
$1.78 Million
0.06% of portfolio
|
Q2 2020
Added 66.04%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
25,665
shares
|
$1.77 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
25,654
shares
|
$1.77 Million
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
25,594
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
25,421
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2024
Added 17.46%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
25,301
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
24,353
shares
|
$1.68 Million
0.08% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
24,274
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
23,847
shares
|
$1.65 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
23,775
shares
|
$1.64 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
23,739
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
23,514
shares
|
$1.62 Million
0.1% of portfolio
|
Q4 2024
Reduced 41.74%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
23,470
shares
|
$1.62 Million
0.28% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
22,762
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
22,724
shares
|
$1.57 Million
0.64% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
22,564
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2024
Added 36.21%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
22,529
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
Added 60.75%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
22,368
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
22,243
shares
|
$1.54 Million
0.17% of portfolio
|
Q3 2024
Added 1.08%
|