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 |
|---|---|---|---|---|---|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
7,972
shares
|
$712,696
0.33% of portfolio
|
Q4 2025
Reduced 10.37%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
7,956
shares
|
$711,266
0.0% of portfolio
|
Q3 2025
Added 52.24%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,954
shares
|
$711,087
0.0% of portfolio
|
Q4 2022
Reduced 6.46%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
7,911
shares
|
$707,243
0.01% of portfolio
|
Q4 2025
Added 82.37%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
7,895
shares
|
$705,813
0.11% of portfolio
|
Q3 2025
Added 12.14%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
7,891
shares
|
$705,455
0.09% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
7,816
shares
|
$698,750
0.08% of portfolio
|
Q4 2025
Added 5.99%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
7,792
shares
|
$696,604
0.11% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
7,792
shares
|
$696,604
0.22% of portfolio
|
Q3 2025
Reduced 23.29%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
7,788
shares
|
$696,247
0.39% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
7,785
shares
|
$695,979
0.02% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
7,785
shares
|
$695,979
0.03% of portfolio
|
Q3 2025
Added 61.51%
|
|
|
Miller Global Investments, LLC
Dallas, TX |
Jan 05, 2026 Q4 2025 |
7,716
shares
|
$689,810
0.64% of portfolio
|
Q4 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
7,684
shares
|
$686,949
0.15% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,600
shares
|
$679,440
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
7,581
shares
|
$677,741
0.04% of portfolio
|
Q3 2025
Added 19.84%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
7,574
shares
|
$677,115
0.05% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
7,537
shares
|
$673,807
0.01% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Jan 21, 2026 Q4 2025 |
7,537
shares
|
$673,807
0.0% of portfolio
|
Q4 2025
Reduced 35.78%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
7,526
shares
|
$672,824
0.08% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
7,521
shares
|
$672,377
0.07% of portfolio
|
Q4 2025
Added 8.67%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
7,500
shares
|
$670,500
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
7,433
shares
|
$664,510
0.04% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
7,419
shares
|
$663,258
0.03% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
7,411
shares
|
$662,543
0.06% of portfolio
|
Q4 2024
Added 1.52%
|
|