Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,528 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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
11,570
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
11,476
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
11,412
shares
|
$1.02 Million
0.81% of portfolio
|
Q3 2025
Added 33.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
11,309
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2025
Added 11.44%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,304
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2023
Reduced 7.96%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
11,278
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2025
Added 3.8%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
11,277
shares
|
$1.01 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
11,225
shares
|
$1 Million
0.33% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
11,200
shares
|
$1 Million
0.15% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
11,200
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
11,192
shares
|
$1 Million
0.03% of portfolio
|
Q3 2025
Added 29.73%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
11,092
shares
|
$991,624
0.19% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
11,072
shares
|
$989,836
0.15% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
11,063
shares
|
$989,032
0.07% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
11,039
shares
|
$986,886
0.29% of portfolio
|
Q2 2025
Reduced 32.77%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,841
shares
|
$969,185
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
10,822
shares
|
$967,486
0.14% of portfolio
|
Q3 2025
Reduced 65.21%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
10,736
shares
|
$959,798
0.05% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
10,713
shares
|
$957,742
0.05% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
10,671
shares
|
$953,987
0.06% of portfolio
|
Q3 2025
Reduced 20.69%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
10,621
shares
|
$949,517
0.22% of portfolio
|
Q3 2021
New holding
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
10,619
shares
|
$949,338
0.06% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
10,565
shares
|
$944,511
0.04% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,517
shares
|
$940,219
0.1% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
10,500
shares
|
$938,700
0.64% of portfolio
|
Q3 2025
Reduced 6.46%
|
|