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 |
|---|---|---|---|---|---|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
5,534
shares
|
$1.12 Million
0.4% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
5,529
shares
|
$1.12 Million
0.18% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
5,528
shares
|
$1.12 Million
0.33% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
5,525
shares
|
$1.12 Million
0.47% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
5,525
shares
|
$1.12 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
5,524
shares
|
$1.12 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
5,512
shares
|
$1.12 Million
0.25% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
5,509
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2024
Added 51.55%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
5,507
shares
|
$1.12 Million
0.55% of portfolio
|
Q3 2024
Reduced 45.91%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$1.11 Million
0.73% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
5,499
shares
|
$1.11 Million
0.44% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
5,495
shares
|
$1.11 Million
0.42% of portfolio
|
Q3 2024
Reduced 11.27%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
5,492
shares
|
$1.11 Million
0.51% of portfolio
|
Q2 2024
Reduced 4.5%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
5,489
shares
|
$1.11 Million
0.92% of portfolio
|
Q3 2023
Added 4.31%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
5,487
shares
|
$1.11 Million
0.51% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5,483
shares
|
$1.11 Million
0.72% of portfolio
|
Q3 2024
Added 16.59%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
5,479
shares
|
$1.11 Million
0.19% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
5,444
shares
|
$1.1 Million
0.52% of portfolio
|
Q3 2024
Reduced 10.96%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
5,443
shares
|
$1.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
5,430
shares
|
$1.1 Million
0.59% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
5,425
shares
|
$1.1 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
5,415
shares
|
$1.1 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
5,407
shares
|
$1.1 Million
0.1% of portfolio
|
Q1 2023
Reduced 1.96%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
5,404
shares
|
$1.09 Million
2.33% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
5,385
shares
|
$1.09 Million
0.35% of portfolio
|
Q3 2024
Reduced 39.74%
|