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 |
|---|---|---|---|---|---|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
2,662
shares
|
$188,842
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
2,661
shares
|
$188,771
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,647
shares
|
$187,778
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
2,625
shares
|
$186,217
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
2,618
shares
|
$185,720
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
2,617
shares
|
$185,649
0.03% of portfolio
|
Q4 2024
Reduced 31.0%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
2,615
shares
|
$185,508
0.02% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
2,614
shares
|
$185,437
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
2,608
shares
|
$185,011
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,607
shares
|
$184,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,606
shares
|
$184,869
0.0% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
2,602
shares
|
$184,585
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
2,580
shares
|
$183,025
0.05% of portfolio
|
Q4 2024
Reduced 29.16%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,570
shares
|
$182,315
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,500
shares
|
$177,350
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
2,447
shares
|
$173,590
0.09% of portfolio
|
Q3 2024
Reduced 96.54%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,432
shares
|
$172,526
0.01% of portfolio
|
Q3 2022
Reduced 5.26%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
2,400
shares
|
$170,256
0.0% of portfolio
|
Q2 2022
Reduced 2.44%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
2,316
shares
|
$164,297
0.07% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,271
shares
|
$161,104
0.02% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
2,120
shares
|
$150,392
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,097
shares
|
$148,761
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
2,020
shares
|
$143,298
0.04% of portfolio
|
Q2 2024
Reduced 36.34%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$141,880
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
1,900
shares
|
$134,786
0.1% of portfolio
|
Q1 2024
Added 550.68%
|