Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,342 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 $33.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
9,546
shares
|
$664,306
0.02% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
9,534
shares
|
$663,471
0.05% of portfolio
|
Q4 2023
Added 6.49%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
9,487
shares
|
$660,200
0.02% of portfolio
|
Q4 2024
Added 25.86%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
9,465
shares
|
$658,669
0.25% of portfolio
|
Q4 2024
Added 14.04%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
9,446
shares
|
$657,347
0.31% of portfolio
|
Q4 2023
Reduced 6.42%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,368
shares
|
$651,919
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
9,357
shares
|
$651,153
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
9,338
shares
|
$649,831
0.01% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
9,335
shares
|
$649,622
0.07% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
9,323
shares
|
$648,787
0.17% of portfolio
|
Q1 2023
Added 5.67%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
9,293
shares
|
$646,699
0.36% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
9,292
shares
|
$646,630
0.04% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
9,240
shares
|
$643,011
0.13% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
9,200
shares
|
$640,228
0.12% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
9,154
shares
|
$637,026
0.3% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
9,101
shares
|
$633,338
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
9,100
shares
|
$633,269
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
9,088
shares
|
$632,433
0.03% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,075
shares
|
$631,529
0.09% of portfolio
|
Q3 2024
Added 33.01%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
9,071
shares
|
$631,250
0.13% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
9,037
shares
|
$628,884
0.06% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
9,024
shares
|
$627,980
0.19% of portfolio
|
Q1 2023
Added 7.21%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
8,995
shares
|
$625,962
0.08% of portfolio
|
Q3 2024
Added 82.38%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
8,988
shares
|
$625,474
0.0% of portfolio
|
Q3 2024
Added 43.69%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,987
shares
|
$625,405
0.01% of portfolio
|
Q2 2024
Added 11.97%
|