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 6,330 institutions that hold shares in the stock, with a total of 6.68 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 |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
12,391
shares
|
$2.74 Million
0.68% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
12,390
shares
|
$2.74 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Jun 12, 2025 Q1 2025 |
12,375
shares
|
$2.74 Million
2.44% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
12,370
shares
|
$2.74 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
12,361
shares
|
$2.74 Million
0.55% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
12,360
shares
|
$2.74 Million
1.72% of portfolio
|
Q2 2022
Added 1900.0%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
12,336
shares
|
$2.73 Million
2.18% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
12,324
shares
|
$2.73 Million
2.05% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
12,309
shares
|
$2.73 Million
0.25% of portfolio
|
Q2 2025
Added 14.71%
|
|
|
Ov Management LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
12,309
shares
|
$2.73 Million
2.26% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
12,308
shares
|
$2.73 Million
0.75% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
12,302
shares
|
$2.72 Million
1.09% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
12,285
shares
|
$2.72 Million
0.54% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
12,270
shares
|
$2.72 Million
2.34% of portfolio
|
Q2 2022
Added 1976.14%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
12,266
shares
|
$2.72 Million
0.48% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
12,245
shares
|
$2.71 Million
0.31% of portfolio
|
Q4 2024
Added 28.76%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
12,230
shares
|
$2.71 Million
1.37% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
12,230
shares
|
$2.71 Million
0.28% of portfolio
|
Q2 2024
Added 4.74%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
12,224
shares
|
$2.71 Million
0.13% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
12,223
shares
|
$2.71 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
12,191
shares
|
$2.7 Million
1.48% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
12,189
shares
|
$2.7 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
12,172
shares
|
$2.7 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
12,165
shares
|
$2.69 Million
2.15% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
12,157
shares
|
$2.69 Million
0.49% of portfolio
|
Q2 2025
Added 0.37%
|