Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,368 institutions that hold shares in the stock, with a total of 475 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
125
shares
|
$9,261
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
125
shares
|
$9,261
0.0% of portfolio
|
Q1 2024
Reduced 62.12%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
123
shares
|
$9,113
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
123
shares
|
$9,113
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
120
shares
|
$8,890
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
118
shares
|
$8,742
0.0% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
117
shares
|
$8,668
0.0% of portfolio
|
Q2 2024
Added 333.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
117
shares
|
$8,668
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
114
shares
|
$8,446
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
112
shares
|
$8,298
0.0% of portfolio
|
Q2 2022
Reduced 3.45%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
109
shares
|
$8,075
0.0% of portfolio
|
Q4 2024
Added 19.78%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
107
shares
|
$7,927
0.0% of portfolio
|
Q4 2024
Reduced 30.97%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
106
shares
|
$7,853
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
103
shares
|
$7,631
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
101
shares
|
$7,483
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$7,409
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$7,409
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
100
shares
|
$7,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$7,409
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
100
shares
|
$7,409
0.0% of portfolio
|
Q3 2021
Reduced 83.33%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
100
shares
|
$7,409
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
100
shares
|
$7,409
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
100
shares
|
$7,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
100
shares
|
$7,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
97
shares
|
$7,186
0.0% of portfolio
|
Q4 2024
Reduced 23.02%
|