Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,360 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 $31.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
59
shares
|
$3,953
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
58
shares
|
$3,886
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
55
shares
|
$3,685
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
55
shares
|
$3,685
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
53
shares
|
$3,551
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
52
shares
|
$3,484
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
52
shares
|
$3,484
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
49
shares
|
$3,283
0.0% of portfolio
|
Q3 2024
Reduced 78.41%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
45
shares
|
$3,015
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
43
shares
|
$2,881
0.0% of portfolio
|
Q1 2024
Added 2.38%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
42
shares
|
$2,814
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
40
shares
|
$2,680
0.0% of portfolio
|
Q1 2024
Added 2.56%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
40
shares
|
$2,680
0.0% of portfolio
|
Q3 2024
Added 73.91%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
40
shares
|
$2,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
37
shares
|
$2,479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
36
shares
|
$2,412
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
35
shares
|
$2,345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
29
shares
|
$1,943
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
28
shares
|
$1,876
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
27
shares
|
$1,809
0.0% of portfolio
|
Q3 2024
Reduced 82.12%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
21
shares
|
$1,407
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
21
shares
|
$1,407
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
20
shares
|
$1,340
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
19
shares
|
$1,273
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
18
shares
|
$1,206
0.0% of portfolio
|
Q2 2024
Reduced 84.87%
|