Institutional Ownership Amazon Com Inc (AMZN)
This table provides information about the institutional ownership of Amazon Com Inc (AMZN). We have compiled data on the 6,332 institutions that hold shares in the stock, with a total of 6.69 Billion shares, which have been reported (via 13F filing form) to have a value of $1.48 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
35,318
shares
|
$7.82 Million
3.96% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
35,296
shares
|
$7.82 Million
0.55% of portfolio
|
Q2 2025
Reduced 45.48%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
35,295
shares
|
$7.82 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Aug 13, 2025 Q2 2025 |
35,187
shares
|
$7.79 Million
2.98% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
35,130
shares
|
$7.78 Million
3.2% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
35,130
shares
|
$7.78 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
35,108
shares
|
$7.78 Million
1.07% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
35,082
shares
|
$7.77 Million
5.2% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
35,064
shares
|
$7.77 Million
2.26% of portfolio
|
Q2 2025
Reduced 44.66%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
35,044
shares
|
$7.76 Million
0.84% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Summerhill Capital Management Lnc.
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
35,036
shares
|
$7.76 Million
8.62% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
34,990
shares
|
$7.75 Million
1.55% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
34,988
shares
|
$7.75 Million
2.8% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
34,951
shares
|
$7.74 Million
0.63% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Cohen Investment Advisors LLC
|
Jul 23, 2025 Q2 2025 |
34,908
shares
|
$7.73 Million
4.0% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
34,908
shares
|
$7.73 Million
7.06% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
34,885
shares
|
$7.73 Million
1.5% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
34,879
shares
|
$7.72 Million
1.44% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
34,868
shares
|
$7.72 Million
6.82% of portfolio
|
Q1 2025
Added 168.94%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
34,838
shares
|
$7.72 Million
0.76% of portfolio
|
Q2 2025
Reduced 32.94%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
34,820
shares
|
$7.71 Million
1.73% of portfolio
|
Q4 2022
Reduced 17.57%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
34,808
shares
|
$7.71 Million
1.83% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Jul 15, 2025 Q2 2025 |
34,790
shares
|
$7.7 Million
7.39% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
34,787
shares
|
$7.7 Million
3.02% of portfolio
|
Q1 2024
Reduced 20.2%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
34,771
shares
|
$7.7 Million
1.15% of portfolio
|
Q2 2025
Added 9.97%
|