Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,536 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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,369
shares
|
$479,988
0.03% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
5,342
shares
|
$477,574
0.05% of portfolio
|
Q3 2025
Reduced 42.82%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
5,336
shares
|
$477,038
0.02% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
5,314
shares
|
$475,071
0.02% of portfolio
|
Q3 2025
Added 23.58%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
5,306
shares
|
$474,356
0.02% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
5,294
shares
|
$473,283
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
5,287
shares
|
$472,657
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
5,284
shares
|
$472,389
0.16% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
5,267
shares
|
$470,869
0.01% of portfolio
|
Q3 2025
Reduced 12.71%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
5,238
shares
|
$468,277
0.01% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
5,205
shares
|
$465,327
0.28% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
5,200
shares
|
$464,880
0.04% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
5,180
shares
|
$463,092
0.02% of portfolio
|
Q3 2025
Added 25.67%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
5,179
shares
|
$463,002
0.02% of portfolio
|
Q4 2025
Reduced 15.13%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
5,163
shares
|
$461,572
0.09% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
5,158
shares
|
$461,125
0.07% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
5,143
shares
|
$459,784
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
5,127
shares
|
$458,353
0.01% of portfolio
|
Q3 2025
Reduced 30.54%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,090
shares
|
$455,046
0.02% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
5,088
shares
|
$454,867
0.03% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
5,075
shares
|
$453,705
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,043
shares
|
$450,844
0.01% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,025
shares
|
$449,235
0.01% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,018
shares
|
$448,609
0.0% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
5,009
shares
|
$447,804
0.08% of portfolio
|
Q1 2024
New holding
|
|