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 5,557 institutions that hold shares in the stock, with a total of 6.03 Billion shares, which have been reported (via 13F filing form) to have a value of $1.42 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
1,015
shares
|
$238,372
0.1% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
1,000
shares
|
$234,850
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
996
shares
|
$233,910
0.12% of portfolio
|
Q4 2024
Reduced 50.22%
|
|
|
Avalon Advisory Group
Wexford, PA |
Jan 15, 2025 Q4 2024 |
991
shares
|
$232,736
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
980
shares
|
$230,153
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
978
shares
|
$229,683
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
972
shares
|
$228,274
0.28% of portfolio
|
Q2 2023
Added 4.52%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
970
shares
|
$227,804
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
964
shares
|
$226,395
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
960
shares
|
$225,456
0.09% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
951
shares
|
$223,342
0.06% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
943
shares
|
$221,463
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
940
shares
|
$220,759
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
926
shares
|
$217,471
0.02% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
920
shares
|
$216,062
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Aurora Investment Managers, Llc.
|
Jan 16, 2025 Q4 2024 |
917
shares
|
$215,357
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
882
shares
|
$207,137
0.07% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
879
shares
|
$206,433
0.13% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
864
shares
|
$202,910
0.04% of portfolio
|
Q4 2024
Reduced 46.8%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
863
shares
|
$202,675
0.12% of portfolio
|
Q3 2024
Reduced 81.01%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
853
shares
|
$200,327
0.07% of portfolio
|
Q2 2024
Reduced 6.57%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
800
shares
|
$187,880
0.06% of portfolio
|
Q2 2022
Added 1900.0%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
793
shares
|
$186,236
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
783
shares
|
$183,887
0.1% of portfolio
|
Q2 2024
Added 3.03%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
782
shares
|
$183,652
0.12% of portfolio
|
Q1 2024
New holding
|