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 5,460 institutions that hold shares in the stock, with a total of 6.08 Billion shares, which have been reported (via 13F filing form) to have a value of $1.23 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
10,748
shares
|
$2.18 Million
0.75% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
10,735
shares
|
$2.18 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
10,731
shares
|
$2.17 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
10,724
shares
|
$2.17 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,709
shares
|
$2.17 Million
0.45% of portfolio
|
Q2 2022
Added 1963.39%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
10,703
shares
|
$2.17 Million
1.8% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
10,701
shares
|
$2.17 Million
0.41% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
10,689
shares
|
$2.17 Million
0.04% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
10,685
shares
|
$2.16 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
10,663
shares
|
$2.16 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,659
shares
|
$2.16 Million
0.23% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
10,659
shares
|
$2.16 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
10,655
shares
|
$2.16 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
10,635
shares
|
$2.15 Million
0.22% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
10,610
shares
|
$2.15 Million
0.84% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
10,603
shares
|
$2.15 Million
0.51% of portfolio
|
Q3 2024
Reduced 15.8%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
10,597
shares
|
$2.15 Million
1.33% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
10,595
shares
|
$2.15 Million
0.48% of portfolio
|
Q3 2024
Added 49.27%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
10,594
shares
|
$2.15 Million
1.83% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
10,572
shares
|
$2.14 Million
0.49% of portfolio
|
Q2 2024
Reduced 14.19%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
10,570
shares
|
$2.14 Million
1.76% of portfolio
|
Q3 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
10,565
shares
|
$2.14 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
10,555
shares
|
$2.14 Million
0.41% of portfolio
|
Q3 2024
Added 23.32%
|
|
|
Parametrica Management LTD
|
Nov 05, 2024 Q3 2024 |
10,529
shares
|
$2.13 Million
2.35% of portfolio
|
Q3 2024
Reduced 49.78%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
10,502
shares
|
$2.13 Million
1.28% of portfolio
|
Q3 2024
Added 1.55%
|