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 |
|---|---|---|---|---|---|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
3,310
shares
|
$234,811
0.19% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
3,299
shares
|
$234,031
0.01% of portfolio
|
Q4 2024
Reduced 41.71%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,277
shares
|
$232,470
0.04% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
3,262
shares
|
$231,406
0.02% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
3,260
shares
|
$231,264
0.1% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,247
shares
|
$230,342
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
3,243
shares
|
$230,058
0.1% of portfolio
|
Q4 2024
Reduced 40.19%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
3,227
shares
|
$228,923
0.08% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
3,211
shares
|
$227,788
0.03% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
3,205
shares
|
$227,362
0.26% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
3,205
shares
|
$227,362
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
3,193
shares
|
$226,511
0.05% of portfolio
|
Q4 2024
Reduced 24.89%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
3,191
shares
|
$226,369
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
3,169
shares
|
$224,808
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
3,129
shares
|
$221,971
0.0% of portfolio
|
Q4 2024
Reduced 35.92%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
3,126
shares
|
$221,758
0.01% of portfolio
|
Q3 2024
Reduced 89.86%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
3,122
shares
|
$221,474
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
3,113
shares
|
$220,836
0.01% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,110
shares
|
$220,623
0.07% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
3,108
shares
|
$220,481
0.02% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
3,091
shares
|
$219,275
0.12% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
3,071
shares
|
$217,856
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
3,069
shares
|
$217,714
0.04% of portfolio
|
Q3 2024
Added 19.46%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
3,063
shares
|
$217,289
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
3,059
shares
|
$217,005
0.02% of portfolio
|
Q4 2024
Added 4.65%
|