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 5,442 institutions that hold shares in the stock, with a total of 6.24 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 |
|---|---|---|---|---|---|
|
Saban Cheryl
Los Angeles, CA |
Nov 08, 2022 Q3 2022 |
1,060
shares
|
$219,515
36.04% of portfolio
|
Q2 2022
Added 1900.0%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 14, 2024 Q2 2024 |
1,050
shares
|
$217,444
0.12% of portfolio
|
Q2 2024
Added 19.32%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
1,044
shares
|
$216,201
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Cavalry Management Group, LLC
San Francisco, CA |
Sep 27, 2024 Q2 2024 |
1,033
shares
|
$213,923
2.75% of portfolio
|
Q2 2024
Reduced 26.69%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,015
shares
|
$210,196
0.08% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
972
shares
|
$201,291
0.28% of portfolio
|
Q2 2023
Added 4.52%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
960
shares
|
$198,806
0.08% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
951
shares
|
$196,942
0.06% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
940
shares
|
$194,664
0.08% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
926
shares
|
$191,765
0.02% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
921
shares
|
$190,729
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2024 Q2 2024 |
882
shares
|
$182,653
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 14, 2024 Q2 2024 |
882
shares
|
$182,653
0.09% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
879
shares
|
$182,032
0.13% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
853
shares
|
$176,647
0.06% of portfolio
|
Q2 2024
Reduced 6.57%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
800
shares
|
$165,672
0.06% of portfolio
|
Q2 2022
Added 1900.0%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
790
shares
|
$163,601
0.1% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
783
shares
|
$162,151
0.1% of portfolio
|
Q2 2024
Added 3.03%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
782
shares
|
$161,944
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
781
shares
|
$161,737
0.08% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
743
shares
|
$153,867
0.05% of portfolio
|
Q3 2024
Added 91.49%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
700
shares
|
$144,963
0.04% of portfolio
|
Q1 2023
Reduced 0.28%
|
|
|
Birch Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
680
shares
|
$140,821
0.06% of portfolio
|
Q1 2024
Reduced 8.11%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
623
shares
|
$129,017
0.02% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
614
shares
|
$127,153
0.09% of portfolio
|
Q2 2024
Reduced 8.08%
|