Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,336 institutions that hold shares in the stock, with a total of 477 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
4,707
shares
|
$333,914
0.08% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
4,696
shares
|
$333,134
0.07% of portfolio
|
Q3 2023
Reduced 1.63%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
4,696
shares
|
$333,134
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
4,695
shares
|
$333,063
0.01% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
4,690
shares
|
$332,708
0.01% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
4,688
shares
|
$332,566
0.09% of portfolio
|
Q4 2024
Added 13.18%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,656
shares
|
$330,296
0.09% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
4,653
shares
|
$330,083
0.03% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
4,652
shares
|
$330,012
0.19% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
4,646
shares
|
$329,587
0.11% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,619
shares
|
$327,671
0.02% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
4,616
shares
|
$327,459
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,614
shares
|
$327,317
0.12% of portfolio
|
Q2 2022
Reduced 2.12%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
4,611
shares
|
$327,104
0.02% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
4,606
shares
|
$326,749
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,590
shares
|
$325,614
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Stevard, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,590
shares
|
$325,614
1.45% of portfolio
|
Q3 2024
Reduced 36.67%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,579
shares
|
$324,834
0.06% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
4,577
shares
|
$324,692
0.11% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
4,556
shares
|
$323,202
0.03% of portfolio
|
Q4 2024
Added 19.96%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
4,545
shares
|
$322,422
0.19% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,544
shares
|
$322,351
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,542
shares
|
$322,209
0.01% of portfolio
|
Q4 2024
Reduced 17.51%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
4,520
shares
|
$320,648
0.08% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,494
shares
|
$318,804
0.02% of portfolio
|
Q3 2022
Added 6.34%
|