Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,368 institutions that hold shares in the stock, with a total of 512 Million shares, which have been reported (via 13F filing form) to have a value of $38.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
9,873
shares
|
$739,783
0.02% of portfolio
|
Q4 2024
Added 69.64%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
9,674
shares
|
$724,872
0.5% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
9,662
shares
|
$723,973
0.01% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
9,642
shares
|
$722,475
0.02% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
9,578
shares
|
$717,679
0.18% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
9,546
shares
|
$715,281
0.07% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
9,534
shares
|
$714,382
0.05% of portfolio
|
Q4 2023
Added 6.49%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
9,526
shares
|
$713,783
0.14% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
9,500
shares
|
$711,835
0.05% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
9,493
shares
|
$711,310
0.01% of portfolio
|
Q4 2024
Added 42.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
9,487
shares
|
$710,860
0.02% of portfolio
|
Q4 2024
Added 25.86%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,484
shares
|
$710,636
0.03% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
9,465
shares
|
$709,212
0.25% of portfolio
|
Q4 2024
Added 14.04%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
9,446
shares
|
$707,788
0.31% of portfolio
|
Q4 2023
Reduced 6.42%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
9,396
shares
|
$704,042
0.01% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
9,323
shares
|
$698,572
0.17% of portfolio
|
Q1 2023
Added 5.67%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
9,293
shares
|
$696,324
0.36% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
9,292
shares
|
$696,249
0.04% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
9,243
shares
|
$692,577
0.11% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
9,200
shares
|
$689,356
0.12% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
9,174
shares
|
$687,407
0.05% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
9,154
shares
|
$685,909
0.3% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
9,101
shares
|
$681,937
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
9,100
shares
|
$681,863
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
9,049
shares
|
$678,041
0.02% of portfolio
|
Q4 2024
Added 2.41%
|