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 |
|---|---|---|---|---|---|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
9,491
shares
|
$848,495
0.22% of portfolio
|
Q3 2025
Reduced 20.85%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,484
shares
|
$847,869
0.03% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
9,446
shares
|
$844,472
0.31% of portfolio
|
Q4 2023
Reduced 6.42%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
9,424
shares
|
$842,505
0.05% of portfolio
|
Q3 2025
Added 15.9%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
9,422
shares
|
$842,326
0.01% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
9,330
shares
|
$834,102
0.02% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
9,323
shares
|
$833,476
0.17% of portfolio
|
Q1 2023
Added 5.67%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
9,297
shares
|
$831,151
0.13% of portfolio
|
Q4 2025
Added 6.01%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
9,248
shares
|
$826,771
0.17% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
9,246
shares
|
$826,592
0.21% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
9,208
shares
|
$823,195
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
9,174
shares
|
$820,155
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
9,152
shares
|
$818,188
0.01% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
9,101
shares
|
$813,629
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Stockton
|
Jan 21, 2026 Q4 2025 |
9,063
shares
|
$810,232
0.24% of portfolio
|
Q4 2025
Added 91.28%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
9,024
shares
|
$806,745
0.19% of portfolio
|
Q1 2023
Added 7.21%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 07, 2025 Q3 2025 |
9,021
shares
|
$806,477
0.08% of portfolio
|
Q3 2025
Added 20.78%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
9,003
shares
|
$804,868
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,987
shares
|
$803,437
0.01% of portfolio
|
Q2 2024
Added 11.97%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
8,975
shares
|
$802,365
0.08% of portfolio
|
Q3 2025
Reduced 35.79%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
8,913
shares
|
$796,822
0.21% of portfolio
|
Q4 2025
Reduced 8.1%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
8,875
shares
|
$793,425
0.12% of portfolio
|
Q4 2025
Added 3.5%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,863
shares
|
$792,352
0.23% of portfolio
|
Q3 2021
Added 4.38%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
8,860
shares
|
$792,084
0.1% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
8,842
shares
|
$790,474
0.2% of portfolio
|
Q1 2025
Reduced 0.65%
|
|