Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,521 institutions that hold shares in the stock, with a total of 502 Million shares, which have been reported (via 13F filing form) to have a value of $44.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
35,175
shares
|
$3.14 Million
0.09% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
35,105
shares
|
$3.14 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
35,006
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
34,450
shares
|
$3.08 Million
0.26% of portfolio
|
Q3 2025
Added 20.65%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
33,969
shares
|
$3.04 Million
0.34% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
33,965
shares
|
$3.04 Million
0.06% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
33,932
shares
|
$3.03 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
33,778
shares
|
$3.02 Million
0.03% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
33,750
shares
|
$3.02 Million
0.02% of portfolio
|
Q2 2025
Added 106.9%
|
|
|
Aperture Investors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
33,732
shares
|
$3.02 Million
0.42% of portfolio
|
Q1 2024
Added 677.24%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
33,406
shares
|
$2.99 Million
0.27% of portfolio
|
Q4 2022
Added 9.87%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
33,190
shares
|
$2.97 Million
0.75% of portfolio
|
Q4 2025
Added 7.58%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
32,928
shares
|
$2.94 Million
0.08% of portfolio
|
Q3 2025
Added 37.69%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
32,812
shares
|
$2.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
32,728
shares
|
$2.93 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
32,572
shares
|
$2.91 Million
0.04% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
32,525
shares
|
$2.91 Million
0.08% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
32,172
shares
|
$2.88 Million
0.34% of portfolio
|
Q4 2025
Reduced 3.83%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
32,139
shares
|
$2.87 Million
0.16% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
31,685
shares
|
$2.83 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
31,671
shares
|
$2.83 Million
0.31% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
31,266
shares
|
$2.8 Million
0.18% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
31,263
shares
|
$2.79 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
30,876
shares
|
$2.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
30,649
shares
|
$2.74 Million
0.02% of portfolio
|
Q3 2025
Added 7.19%
|
|