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Astrazeneca (AZN) Institutional Ownership

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$169.65 +0.36 (+0.21%)
As of 10:56 AM Eastern
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Institutional Ownership Changes (13F Filings) for Astrazeneca (NYSE:AZN)

Current
Institutional Ownership
Percentage
20.35%
Number of
Institutional Buyers
(last 12 months)
1020
Total
Institutional Inflows
(last 12 months)
$27.98B
Number of
Institutional Sellers
(last 12 months)
708
Total
Institutional Outflows
(last 12 months)
$16.96B
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AZN Institutional Buying and Selling by Quarter

Astrazeneca Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/12/2026 Ballast Inc.1,424$270K0.1%N/A0.000%
7/10/2026 Investors Research Corp642$122K0.0%N/A0.000%
7/10/2026 Spinnaker Investment Group LLC2,899$550K0.1%+3.8%0.000%
7/10/2026 Fulton Bank N.A.8,294$1.57M0.0%+13.7%0.001%
7/10/2026 Wealthcare Advisory Partners LLC12,112$2.30M0.0%N/A0.001%
7/10/2026 Paladin Wealth LLC1,657$314K0.2%N/A0.000%
7/9/2026 Financial Management Professionals Inc.425$81K0.0%N/A0.000%
7/9/2026 Revolve Wealth Partners LLC1,337$254K0.0%N/A0.000%
7/9/2026 Ares Financial Consulting LLC486$92K0.1%N/A0.000%
7/9/2026 Veery Capital LLC1,787$339K0.1%N/A0.000%
7/9/2026 Sapient Capital LLC8,592$1.61M0.0%+136.7%0.001%
7/9/2026 Allied Private Wealth LLC186$35K0.0%N/A0.000%
7/9/2026 Sax Wealth Advisors LLC1,480$292K0.0%-46.1%0.000%
7/9/2026 Oliver Luxxe Assets LLC45,272$8.52M1.3%N/A0.003%
7/9/2026 Everpar Advisors LLC2,894$549K0.2%-2.4%0.000%
7/9/2026 Avity Investment Management Inc.2,635$500K0.0%+14.6%0.000%
7/9/2026 Windsor Capital Management LLC3,539$671K0.2%N/A0.000%
7/9/2026 Legacy Wealth Management LLC MS1,623$308K0.1%N/A0.000%
7/9/2026 Valeo Financial Advisors LLC9,817$1.86M0.0%+15.5%0.001%
7/9/2026 Crumly & Associates Inc.5,313$1.01M0.2%N/A0.000%
7/8/2026 Gradient Investments LLC108,133$20.50M0.3%N/A0.007%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.896$170K0.1%N/A0.000%
7/8/2026 Beacon Investment Advisory Services Inc.4,043$767K0.0%N/A0.000%
7/8/2026 Chesley Taft & Associates LLC81,276$15.41M0.6%N/A0.005%
7/8/2026 Trust Point Inc.1,238$235K0.0%N/A0.000%
7/8/2026 Sonoma Allocations LLC1,408$260K0.1%N/A0.000%
7/8/2026 Professional Advisory Services Inc.161,624$30.24M3.6%N/A0.010%
7/8/2026 Community Trust & Investment Co.91,081$17.27M0.9%N/A0.006%
7/8/2026 FNY Investment Advisers LLC200$38K0.0%-97.2%0.000%
7/8/2026 Cooper Financial Group6,342$1.20M0.1%N/A0.000%
7/8/2026 Assenagon Asset Management S.A.1,352,177$256.05M0.3%+45.5%0.087%
7/8/2026 55 North Private Wealth LLC2,374$450K0.1%N/A0.000%
7/8/2026 Thrive Wealth Management LLC2,264$429K0.1%N/A0.000%
7/8/2026 Chapin Davis Inc.1,357$257K0.0%-26.0%0.000%
7/7/2026 180 Wealth Advisors LLC20,498$3.89M0.4%N/A0.001%
7/7/2026 Foster Group Inc.2,053$389K0.0%N/A0.000%
7/7/2026 Balefire LLC1,645$312K0.1%-29.5%0.000%
7/7/2026 Dynamic Advisor Solutions LLC9,057$1.72M0.0%-1.3%0.001%
7/7/2026 Tlwm9,279$1.76M0.3%N/A0.001%
7/7/2026 GAMMA Investing LLC7,491$1.42M0.1%-1.9%0.000%
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7/7/2026 Avior Wealth Management LLC2,407$456K0.0%N/A0.000%
7/7/2026 Harbor Investment Advisory LLC1,766$330K0.0%+17.4%0.000%
7/7/2026 Central Pacific Bank Trust Division5,179$982K0.1%N/A0.000%
7/7/2026 Moody National Bank Trust Division2,313$439K0.0%N/A0.000%
7/7/2026 Grove Bank & Trust5,776$1.10M0.1%N/A0.000%
7/7/2026 CoreCap Advisors LLC519$98K0.0%N/A0.000%
7/7/2026 Pacific Excel Wealth Advisors Inc.2,136$405K0.2%-31.2%0.000%
7/7/2026 Howard Financial Services LTD.2,120$402K0.0%N/A0.000%
7/2/2026 Kozak & Associates Inc.253$47K0.0%N/A0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB3,467$657K0.0%N/A0.000%
7/2/2026 Versant Capital Management Inc7,263$1.36M0.1%N/A0.000%
7/2/2026 Hilltop National Bank7,577$1.44M0.3%N/A0.000%
7/2/2026 SWP Investment Management LLC16,095$3.05M2.1%+3.9%0.001%
7/1/2026 Miller Global Investments LLC3,706$703K0.6%N/A0.000%
7/1/2026 First Financial Bank Trust Division2,098$398K0.0%N/A0.000%
7/1/2026 Eastern Bank6,092$1.14M0.0%N/A0.000%
7/1/2026 Roxbury Financial LLC151$29K0.0%N/A0.000%
6/30/2026VectorGlobal IAG Inc.4,245$822K0.2%N/A0.000%
6/25/2026Hamilton Wealth LLC3,209$633K0.1%-50.5%0.000%
6/24/2026Basecamp Wealth Advisors LLC6,666$1.32M0.3%-50.0%0.000%
6/24/2026Redwood Investment Management LLC2,373$468K0.1%-50.0%0.000%
6/22/2026 Sapient Capital LLC3,630$703K0.0%-4.5%0.000%
6/18/2026Western Wealth Management LLC1,446$285K0.0%-49.9%0.000%
6/10/2026FAS Wealth Partners Inc.1,390$274K0.0%-52.6%0.000%
6/9/2026Rathbones Group PLC8,054,943$1.56B6.2%+106,772.0%0.519%
6/8/2026Pine Valley Investments Ltd Liability Co2,426$478K0.0%N/A0.000%
6/3/2026Parallel Advisors LLC8,718$1.72M0.0%N/A0.001%
6/3/2026NewEdge Advisors LLC38,841$7.66M0.0%-56.8%0.003%
6/1/2026Keel Point LLC2,828$558K0.0%-72.9%0.000%
6/1/2026NWI Management LP25,000$4.93M0.3%-50.0%0.002%
5/29/2026Asset Dedication LLC1,373$271K0.0%-53.4%0.000%
5/28/2026Henshaw Capital LLC5,880$1.16M0.0%-37.3%0.000%
5/28/2026Cozad Asset Management Inc.6,560$1.27M0.1%N/A0.000%
5/26/2026Glenmede Trust Co. NA73,591$14.51M0.1%-49.1%0.005%
5/26/2026Axiom Investment Management LLC496$98K0.1%N/A0.000%
5/22/2026Summitry LLC1,507$297K0.0%N/A0.000%
5/22/2026Groupama Asset Managment863,629$170.33M2.5%N/A0.056%
5/22/2026Wellington Grp LLC225$44K0.0%-61.7%0.000%
5/21/2026GKV Capital Management Co. Inc.7,342$1.43M0.5%-18.4%0.000%
5/21/2026Groupe la Francaise984,608$190.80M2.6%N/A0.063%
5/20/2026CCM Investment Advisers LLC1,493$294K0.0%-50.0%0.000%
5/19/2026Western Wealth Management LLC1,446$285K0.0%-49.9%0.000%
5/19/2026Bank of America Corp DE19,058,327$3.76B0.3%-27.7%1.229%
5/19/2026Hamilton Wealth LLC6,418$1.27M0.1%-0.9%0.000%
5/19/2026Janus Henderson Group PLC11,949,424$2.32B1.1%+889.9%0.770%
5/19/2026Centaurus Financial Inc.3,052$602K0.0%-53.9%0.000%
5/19/2026Strategic Investment Advisors MI1,215$240K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors21,533$4.25M0.1%-49.6%0.001%
5/18/2026Sunbelt Securities Inc.5,357$1.06M0.1%-51.2%0.000%
5/18/2026Amundi15,386,149$3.03B0.8%+146,574.4%0.992%
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5/18/2026EverSource Wealth Advisors LLC3,678$725K0.0%N/A0.000%
5/18/2026Empire Financial Management Company LLC6,000$1.18M0.3%-50.0%0.000%
5/18/2026Resources Management Corp CT ADV175$35K0.0%N/A0.000%
5/18/2026ROI Financial Advisors LLC1,310$258K0.2%N/A0.000%
5/18/2026Royal Bank of Canada10,386,455$2.05B0.4%+208.6%0.670%
5/18/2026Empowered Funds LLC19,430$3.83M0.0%-44.4%0.001%
5/18/2026Evelyn Partners Asset Management Ltd20,317$3.94M1.0%-11.4%0.001%
5/18/2026Evelyn Partners Investment Management Europe Ltd21,991$4.27M1.5%N/A0.001%
5/18/2026Evelyn Partners Investment Management LLP1,675,125$325.49M8.8%+22,315.7%0.108%
5/18/2026Evelyn Partners Investment Management Services Ltd498,147$96.79M11.4%+181,705.5%0.032%


AZN Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,577 institutional investors and hedge funds held shares of Astrazeneca. The most heavily invested institutionals were Price T Rowe Associates Inc. MD ($8.54B), Primecap Management Co. CA ($6.48B), Wellington Management Group LLP ($4.01B), Fisher Asset Management LLC ($3.79B), Bank of America Corp DE ($3.76B), Franklin Resources Inc. ($3.54B), and Amundi ($3.03B).Learn more on Astrazeneca's institutional investors.

20.35% of Astrazeneca's stock is owned by institutional investors. Learn more on AZN's institutional investor holdings.

Of the 1,394 institutional investors that purchased Astrazeneca's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($17.18M), Amundi ($15.38M), Janus Henderson Group PLC ($11.20M), Rathbones Group PLC ($8.05M), Royal Bank of Canada ($7.12M), Swiss National Bank ($6.17M), and SEB Asset Management AB ($5.95M).

Institutional investors have bought a total of 153,863,596 shares in the last 24 months. This purchase volume represents approximately $27.98B in transactions.

Of the 704 institutional investors that sold Astrazeneca's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($16.88M), Bank of America Corp DE ($14.24M), Wellington Management Group LLP ($11.51M), Jennison Associates LLC ($11.50M), Primecap Management Co. CA ($4.28M), Arrowstreet Capital Limited Partnership ($3.64M), and Swedbank AB ($1.90M).

Institutional investors have sold a total of 97,927,944 shares in the last 24 months. This volume of shares sold represents approximately $16.96B in transactions.



This page (NYSE:AZN) was last updated on 7/17/2026 by MarketBeat.com Staff.
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