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 5,450 institutions that hold shares in the stock, with a total of 6.09 Billion shares, which have been reported (via 13F filing form) to have a value of $1.29 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
20,852
shares
|
$4.41 Million
0.37% of portfolio
|
Q2 2024
Added 21.6%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
20,847
shares
|
$4.41 Million
2.14% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
20,842
shares
|
$4.41 Million
1.79% of portfolio
|
Q3 2024
Added 21.13%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
20,842
shares
|
$4.41 Million
1.79% of portfolio
|
Q3 2024
Added 256.58%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
20,836
shares
|
$4.41 Million
0.52% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
20,825
shares
|
$4.4 Million
1.67% of portfolio
|
Q3 2024
Added 338.05%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
20,791
shares
|
$4.4 Million
0.89% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
20,774
shares
|
$4.39 Million
0.91% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
20,734
shares
|
$4.38 Million
1.75% of portfolio
|
Q1 2024
Added 0.61%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
20,695
shares
|
$4.38 Million
1.96% of portfolio
|
Q2 2024
Added 17.46%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
20,611
shares
|
$4.36 Million
0.43% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
20,608
shares
|
$4.36 Million
1.95% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
20,604
shares
|
$4.36 Million
1.33% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
20,587
shares
|
$4.35 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
20,585
shares
|
$4.35 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
20,537
shares
|
$4.34 Million
0.81% of portfolio
|
Q2 2024
New holding
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
20,535
shares
|
$4.34 Million
0.47% of portfolio
|
Q3 2024
Added 36.63%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
20,530
shares
|
$4.34 Million
1.53% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
20,529
shares
|
$4.34 Million
1.28% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
20,505
shares
|
$4.34 Million
2.39% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
20,502
shares
|
$4.34 Million
1.28% of portfolio
|
Q3 2024
Added 24.76%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
20,501
shares
|
$4.34 Million
1.27% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
20,500
shares
|
$4.34 Million
1.17% of portfolio
|
Q3 2024
Added 19.65%
|
|
|
Credit Capital Investments LLC
Short Hills, NJ |
Nov 05, 2024 Q3 2024 |
20,500
shares
|
$4.34 Million
4.72% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
20,479
shares
|
$4.33 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.98%
|