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 5,912 institutions that hold shares in the stock, with a total of 6.25 Billion shares, which have been reported (via 13F filing form) to have a value of $1.44 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
91,828
shares
|
$21.2 Million
0.72% of portfolio
|
Q3 2024
Reduced 43.84%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
91,762
shares
|
$21.1 Million
3.13% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
91,628
shares
|
$21.1 Million
3.64% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
91,571
shares
|
$21.1 Million
1.85% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
91,341
shares
|
$21 Million
2.54% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
91,225
shares
|
$21 Million
1.2% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
91,107
shares
|
$21 Million
3.19% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
90,831
shares
|
$20.9 Million
3.15% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
90,727
shares
|
$20.9 Million
1.5% of portfolio
|
Q4 2023
Reduced 24.77%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
90,723
shares
|
$20.9 Million
1.14% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
90,508
shares
|
$20.9 Million
0.4% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
90,391
shares
|
$20.8 Million
2.05% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Dillon & Associates Inc
|
Feb 11, 2025 Q4 2024 |
90,381
shares
|
$20.8 Million
2.74% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
90,351
shares
|
$20.8 Million
1.43% of portfolio
|
Q3 2024
Added 34.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
90,219
shares
|
$20.8 Million
0.69% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
90,052
shares
|
$20.7 Million
2.53% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
89,919
shares
|
$20.7 Million
1.68% of portfolio
|
Q4 2020
Reduced 0.22%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
89,870
shares
|
$20.7 Million
1.4% of portfolio
|
Q2 2024
Reduced 8.83%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
89,757
shares
|
$20.7 Million
0.71% of portfolio
|
Q3 2022
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
89,378
shares
|
$20.6 Million
1.49% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
89,342
shares
|
$20.6 Million
3.16% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
89,160
shares
|
$20.5 Million
1.4% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
89,003
shares
|
$20.5 Million
5.16% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
88,942
shares
|
$20.5 Million
0.97% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
88,891
shares
|
$20.5 Million
2.01% of portfolio
|
Q4 2024
Added 26.87%
|