AstraZeneca (AZN) Institutional Ownership

$75.80
-0.61 (-0.80%)
(As of 05/2/2024 ET)

Institutional Ownership Changes (13F Filings) for AstraZeneca (NASDAQ:AZN)

Current
Institutional Ownership
Percentage
20.35%
Number of
Institutional Buyers
(last 12 months)
669
Total
Institutional Inflows
(last 12 months)
$5.12B
Number of
Institutional Sellers
(last 12 months)
459
Total
Institutional Outflows
(last 12 months)
$3.66B
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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
5/3/2024Whittier Trust Co.20,862$1.41M0.0%+6.5%0.001%
5/2/2024Diversified LLC3,839$260K0.0%-8.7%0.000%
5/2/2024New England Capital Financial Advisors LLC1,120$76K0.0%-38.4%0.000%
5/2/2024Jennison Associates LLC17,276,282$1.17B0.8%-2.6%0.557%
5/2/2024Hudock Inc.3,203$217K0.0%-13.3%0.000%
5/2/2024FORA Capital LLC22,238$1.51M0.1%-78.0%0.001%
5/2/2024Daiwa Securities Group Inc.33,111$2.24M0.0%-81.7%0.001%
5/2/2024Haverford Trust Co6,047$410K0.0%+36.0%0.000%
5/2/2024Pittenger & Anderson Inc.33,945$2.30M0.1%+21,800.0%0.001%
5/2/2024Quent Capital LLC1,335$90K0.0%+44.3%0.000%
5/2/2024Lincoln National Corp36,999$2.51M0.0%+13.1%0.001%
5/2/2024Bryn Mawr Capital Management LLC61,291$4.15M0.2%-0.9%0.002%
5/2/2024Goelzer Investment Management Inc.62,293$4.22M0.2%+76.4%0.002%
5/2/2024Choreo LLC3,077$209K0.0%N/A0.000%
5/2/2024 Mckinley Capital Management LLC16,171$1.10M0.1%-37.5%0.001%
5/2/2024 Moloney Securities Asset Management LLC9,242$626K0.1%+8.1%0.000%
5/2/2024 Palisade Asset Management LLC560$38K0.0%N/A0.000%
5/2/2024 PDS Planning Inc10,670$723K0.1%+2.7%0.000%
5/1/2024 GLOBALT Investments LLC GA73,267$4.96M0.2%-8.0%0.002%
5/1/2024 Janney Montgomery Scott LLC284,398$19.27M0.1%+8.7%0.009%
5/1/2024 Oak Ridge Investments LLC121,604$8.24M0.8%+4.5%0.004%
5/1/2024 Mirae Asset Global Investments Co. Ltd.631,322$43.09M0.1%+4.1%0.020%
5/1/2024 Braun Stacey Associates Inc.67,828$4.60M0.2%-39.2%0.002%
5/1/2024 Mission Wealth Management LP6,624$449K0.0%-36.2%0.000%
5/1/2024 Sequoia Financial Advisors LLC28,486$1.93M0.0%+6.0%0.001%
5/1/2024 Diversify Advisory Services LLC12,427$836K0.0%N/A0.000%
4/30/2024 Private Advisor Group LLC60,550$4.10M0.0%-0.9%0.002%
4/30/2024 J.W. Cole Advisors Inc.6,172$418K0.0%+4.6%0.000%
4/30/2024 Hartline Investment Corp19,435$1.32M0.2%N/A0.001%
4/30/2024 North Star Investment Management Corp.1,265$86K0.0%+21.8%0.000%
4/30/2024 Norden Group LLC3,757$255K0.0%N/A0.000%
4/30/2024 Dillon & Associates Inc.24,087$1.64M0.3%+3.6%0.001%
4/30/2024 Van ECK Associates Corp421,310$28.54M0.0%+30.6%0.014%
4/30/2024 HB Wealth Management LLC29,148$1.98M0.0%+2.4%0.001%
4/30/2024 SpiderRock Advisors LLC22,881$1.51M0.0%N/A0.001%
4/30/2024 Caprock Group LLC10,450$708K0.0%+13.5%0.000%
4/30/2024 Naples Global Advisors LLC53,408$3.62M0.4%+9.9%0.002%
4/30/2024 Perigon Wealth Management LLC18,795$1.27M0.0%+5.4%0.001%
4/29/2024Commonwealth Equity Services LLC203,374$13.78M0.0%+10.8%0.007%
4/29/2024 Greenleaf Trust25,810$1.75M0.0%-6.8%0.001%
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4/29/2024 Seascape Capital Management42,655$2.89M1.1%+1.6%0.001%
4/29/2024 Monte Financial Group LLC19,555$1.33M0.6%N/A0.001%
4/29/2024 Phillips Wealth Planners LLC10,713$731K0.8%-3.8%0.000%
4/29/2024 China Universal Asset Management Co. Ltd.114,524$7.76M1.0%+74.9%0.004%
4/29/2024 Marks Group Wealth Management Inc42,444$2.88M0.3%-6.3%0.001%
4/26/2024 Pinnacle Associates Ltd.29,132$1.97M0.0%+11.0%0.001%
4/26/2024 Yousif Capital Management LLC53,737$3.64M0.0%-1.7%0.002%
4/26/2024 ZWJ Investment Counsel Inc.644,891$43.69M2.0%+4.3%0.021%
4/26/2024 Sage Rhino Capital LLC11,628$788K0.2%+2.2%0.000%
4/26/2024 Mitchell & Pahl Private Wealth LLC13,262$899K0.5%+5.7%0.000%
4/26/2024 SYSTM Wealth Solutions LLC15,252$1.03M0.1%-10.7%0.000%
4/26/2024 Mesirow Financial Investment Management Inc.10,407$705K0.0%N/A0.000%
4/26/2024 Verdence Capital Advisors LLC17,344$1.18M0.1%+5.3%0.001%
4/26/2024 Checchi Capital Advisers LLC20,294$1.38M0.1%-3.8%0.001%
4/26/2024 Meridian Wealth Management LLC11,148$755K0.1%+22.4%0.000%
4/26/2024 Bogart Wealth LLC1,808$122K0.0%+49.7%0.000%
4/25/2024 Lindbrook Capital LLC8,005$542K0.1%+1.7%0.000%
4/25/2024 WCM Investment Management LLC3,084,031$208.94M0.5%+1.6%0.099%
4/25/2024 Equitable Trust Co.44,296$3.00M0.2%+0.8%0.001%
4/25/2024 Capital Investment Advisory Services LLC4,496$305K0.0%-20.1%0.000%
4/25/2024 Advocate Group LLC12,717$862K0.2%-1.9%0.000%
4/25/2024 Aaron Wealth Advisors LLC11,642$789K0.1%+125.3%0.000%
4/25/2024 Valeo Financial Advisors LLC16,059$1.14M0.0%+6.2%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.89,731$6.08M0.0%-7.9%0.003%
4/24/2024 Leavell Investment Management Inc.14,169$960K0.1%-17.9%0.000%
4/24/2024 CENTRAL TRUST Co8,837$599K0.0%-2.7%0.000%
4/24/2024 Oak Family Advisors LLC139,126$9.43M3.6%+6.7%0.004%
4/24/2024 Newbridge Financial Services Group Inc.800$54K0.0%N/A0.000%
4/24/2024 Simplicity Wealth LLC63,707$4.32M0.1%N/A0.002%
4/24/2024 Archford Capital Strategies LLC6,659$451K0.1%-4.4%0.000%
4/24/2024 Avitas Wealth Management LLC38,856$2.63M0.4%+1.0%0.001%
4/24/2024 Spire Wealth Management7,074$479K0.0%-7.2%0.000%
4/24/2024 Essex Financial Services Inc.6,737$456K0.0%+6.4%0.000%
4/24/2024 Assenagon Asset Management S.A.258,304$17.50M0.0%N/A0.008%
4/23/2024 Global Retirement Partners LLC13,460$912K0.0%+15.8%0.000%
4/23/2024 Covenant Asset Management LLC5,295$359K0.1%+8.0%0.000%
4/23/2024 Louisiana State Employees Retirement System45,700$3.10M0.1%-1.3%0.001%
4/23/2024 Sage Mountain Advisors LLC6,017$408K0.0%+2.7%0.000%
4/23/2024 WASHINGTON TRUST Co600$41K0.0%-20.0%0.000%
4/23/2024 Venturi Wealth Management LLC20,057$1.36M0.1%-14.1%0.001%
4/23/2024 Gradient Investments LLC7,136$483K0.0%-2.7%0.000%
4/23/2024 Fifth Third Bancorp16,715$1.13M0.0%-8.0%0.001%
4/23/2024 Wesbanco Bank Inc.73,983$5.01M0.2%N/A0.002%
4/23/2024 Summit Trail Advisors LLC6,438$436K0.0%-8.5%0.000%
4/23/2024 Stablepoint Partners LLC23,003$1.56M0.3%+32.9%0.001%
4/23/2024 Hanson & Doremus Investment Management14,983$1.02M0.2%-1.5%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.176,162$11.94M0.0%+8.1%0.006%
4/23/2024 Stonegate Investment Group LLC14,141$958K0.0%+7.0%0.000%
4/22/2024 Compound Global Advisors LLC50,771$3.44M0.5%-51.6%0.002%
4/22/2024 Nicholas Hoffman & Company LLC.26,006$1.76M0.1%+2.6%0.001%
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4/22/2024 Confluence Wealth Services Inc.12,980$879K0.1%-2.3%0.000%
4/22/2024 PFG Investments LLC4,271$289K0.0%+32.5%0.000%
4/22/2024 Altfest L J & Co. Inc.24,589$1.67M0.2%+3.4%0.001%
4/22/2024 Professional Advisory Services Inc.297,768$20.17M2.7%N/A0.010%
4/22/2024 Everpar Advisors LLC7,618$516K0.3%-30.9%0.000%
4/20/2024 Cohen Investment Advisors LLC7,604$515K0.3%-3.6%0.000%
4/19/2024 Veracity Capital LLC3,974$269K0.1%+15.4%0.000%
4/19/2024 American National Bank & Trust Co. VA6,335$429K0.1%N/A0.000%
4/19/2024 New Century Financial Group LLC5,152$349K0.2%-15.8%0.000%
4/19/2024 First Trust Direct Indexing L.P.28,949$1.96M0.1%+2.8%0.001%
(Data available from 1/1/2016 forward)

AZN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AZN shares?

During the previous two years, 1,130 institutional investors and hedge funds held shares of AstraZeneca. The most heavily invested institutionals were Aspire Private Capital LLC ($17.49B), Price T Rowe Associates Inc. MD ($3.52B), Wellington Management Group LLP ($3.33B), Primecap Management Co. CA ($2.90B), Capital International Investors ($2.34B), GQG Partners LLC ($1.50B), and FMR LLC ($1.42B).Learn more on AZN's institutional investors.

What percentage of AstraZeneca stock is owned by institutional investors?

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

Which institutional investors have been buying AstraZeneca stock?

Of the 962 institutional investors that purchased AstraZeneca stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jennison Associates LLC ($20.13M), Sanders Capital LLC ($14.68M), FMR LLC ($8.32M), Envestnet Asset Management Inc. ($5.67M), WCM Investment Management LLC ($4.89M), GQG Partners LLC ($4.78M), and Arrowstreet Capital Limited Partnership ($4.68M).

How much institutional buying is happening at AstraZeneca?

Institutional investors have bought a total of 157,392,516 shares in the last 24 months. This purchase volume represents approximately $16.43B in transactions.

Which AstraZeneca major shareholders have been selling company stock?

Of the 678 institutional investors that sold AstraZeneca stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($36.89M), Fisher Asset Management LLC ($12.69M), Hsbc Holdings PLC ($6.97M), Franklin Resources Inc. ($6.97M), Jennison Associates LLC ($5.67M), Envestnet Asset Management Inc. ($3.80M), and Renaissance Technologies LLC ($3.21M).

How much institutional selling is happening at AstraZeneca?

Institutional investors have sold a total of 132,204,563 shares in the last 24 months. This volume of shares sold represents approximately $14.08B in transactions.


This page (NASDAQ:AZN) was last updated on 5/3/2024 by MarketBeat.com Staff

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