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 5,463 institutions that hold shares in the stock, with a total of 6.18 Billion shares, which have been reported (via 13F filing form) to have a value of $1.32 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
53,056
shares
|
$11.4 Million
1.5% of portfolio
|
Q3 2023
Added 2.13%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
53,024
shares
|
$11.4 Million
0.85% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
53,010
shares
|
$11.3 Million
2.52% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
52,914
shares
|
$11.3 Million
0.92% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
52,887
shares
|
$11.3 Million
2.1% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
52,823
shares
|
$11.3 Million
3.85% of portfolio
|
Q4 2023
Reduced 58.86%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
52,792
shares
|
$11.3 Million
4.29% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Ten Core Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
52,673
shares
|
$11.3 Million
4.64% of portfolio
|
Q3 2024
Reduced 19.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
52,671
shares
|
$11.3 Million
0.7% of portfolio
|
Q3 2024
Reduced 30.72%
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
52,640
shares
|
$11.3 Million
6.74% of portfolio
|
Q2 2024
Added 4.07%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
52,626
shares
|
$11.3 Million
3.76% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
52,539
shares
|
$11.2 Million
1.79% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
52,523
shares
|
$11.2 Million
0.48% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
52,484
shares
|
$11.2 Million
0.59% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
52,326
shares
|
$11.2 Million
0.44% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
52,149
shares
|
$11.2 Million
1.37% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
52,091
shares
|
$11.2 Million
0.93% of portfolio
|
Q2 2023
Reduced 36.97%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
52,056
shares
|
$11.1 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
52,014
shares
|
$11.1 Million
0.44% of portfolio
|
Q3 2024
Added 18.86%
|
|
|
Univest Financial Corp
|
Aug 05, 2024 Q2 2024 |
51,912
shares
|
$11.1 Million
2.82% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
51,871
shares
|
$11.1 Million
4.58% of portfolio
|
Q3 2024
Reduced 50.91%
|
|
|
Alta Fox Capital Management, LLC
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
51,852
shares
|
$11.1 Million
6.36% of portfolio
|
Q4 2023
Added 3.18%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
51,846
shares
|
$11.1 Million
0.85% of portfolio
|
Q3 2024
Reduced 25.94%
|
|
|
Prospect Hill Management, LLC
|
Nov 05, 2024 Q3 2024 |
51,818
shares
|
$11.1 Million
4.86% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
51,690
shares
|
$11.1 Million
1.46% of portfolio
|
Q3 2024
Added 6.16%
|