Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,499 institutions that hold shares in the stock, with a total of 500 Million shares, which have been reported (via 13F filing form) to have a value of $44.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
415
shares
|
$37,101
0.01% of portfolio
|
Q1 2024
Reduced 20.35%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
411
shares
|
$36,743
0.0% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
402
shares
|
$35,938
0.0% of portfolio
|
Q2 2025
Reduced 99.72%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
400
shares
|
$35,760
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
400
shares
|
$35,760
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
400
shares
|
$35,760
0.0% of portfolio
|
Q3 2025
Reduced 98.12%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
397
shares
|
$35,491
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
383
shares
|
$34,240
0.0% of portfolio
|
Q4 2023
Added 7.58%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
365
shares
|
$32,631
0.01% of portfolio
|
Q1 2024
Added 4.89%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
350
shares
|
$31,290
0.0% of portfolio
|
Q3 2025
Added 52.17%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
350
shares
|
$31,290
0.0% of portfolio
|
Q3 2025
Added 600.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
350
shares
|
$31,290
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
350
shares
|
$31,290
0.0% of portfolio
|
Q2 2025
Reduced 60.5%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
347
shares
|
$31,021
0.0% of portfolio
|
Q4 2019
Added 56.48%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
342
shares
|
$30,574
0.01% of portfolio
|
Q3 2024
Reduced 12.76%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
341
shares
|
$30,485
0.0% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
337
shares
|
$30,127
0.0% of portfolio
|
Q3 2025
Added 35.89%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
336
shares
|
$30,038
0.0% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
335
shares
|
$29,949
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
334
shares
|
$29,859
0.01% of portfolio
|
Q2 2024
Reduced 13.25%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
329
shares
|
$29,412
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
328
shares
|
$29,323
0.0% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
318
shares
|
$28,429
0.11% of portfolio
|
Q3 2025
Added 28.74%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
314
shares
|
$28,071
0.0% of portfolio
|
Q1 2023
Reduced 62.35%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
313
shares
|
$27,982
0.0% of portfolio
|
Q4 2024
Reduced 65.72%
|
|