Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,334 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 $32.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
10,607
shares
|
$731,458
0.02% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
10,565
shares
|
$728,562
0.04% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
10,555
shares
|
$727,872
0.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
10,544
shares
|
$727,114
0.0% of portfolio
|
Q3 2024
Reduced 82.04%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
10,542
shares
|
$726,976
0.05% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
10,535
shares
|
$726,493
0.23% of portfolio
|
Q4 2024
Added 18.12%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,517
shares
|
$725,252
0.1% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
10,377
shares
|
$715,597
1.23% of portfolio
|
Q3 2023
Reduced 1.42%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,365
shares
|
$714,770
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,325
shares
|
$712,011
0.04% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
|
Channing Global Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,231
shares
|
$705,529
0.49% of portfolio
|
Q4 2024
Added 74.47%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
10,187
shares
|
$702,495
0.01% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
10,091
shares
|
$695,875
0.16% of portfolio
|
Q3 2024
Added 103.69%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
10,064
shares
|
$694,013
0.05% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
10,033
shares
|
$691,875
0.06% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,942
shares
|
$685,600
0.01% of portfolio
|
Q3 2024
Reduced 24.42%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
9,936
shares
|
$685,186
0.33% of portfolio
|
Q4 2024
Added 11.94%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
9,840
shares
|
$678,566
0.03% of portfolio
|
Q3 2024
Added 75.21%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
9,834
shares
|
$678,152
0.06% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
9,813
shares
|
$676,704
0.15% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
9,802
shares
|
$675,945
0.08% of portfolio
|
Q3 2024
Added 19.2%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
9,756
shares
|
$672,773
0.05% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
9,646
shares
|
$665,188
0.6% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
9,578
shares
|
$660,498
0.18% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
9,546
shares
|
$658,292
0.02% of portfolio
|
Q3 2024
Reduced 13.51%
|