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 5,799 institutions that hold shares in the stock, with a total of 6.09 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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
54,141
shares
|
$12.6 Million
2.52% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
53,987
shares
|
$12.6 Million
3.91% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
53,946
shares
|
$12.6 Million
3.05% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Crystal Rock Capital Management
|
Feb 05, 2025 Q4 2024 |
53,870
shares
|
$12.5 Million
7.61% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
53,840
shares
|
$12.5 Million
4.31% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
53,822
shares
|
$12.5 Million
1.99% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
53,783
shares
|
$12.5 Million
3.78% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
53,746
shares
|
$12.5 Million
5.03% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
53,686
shares
|
$12.5 Million
4.48% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
53,665
shares
|
$12.5 Million
2.58% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
53,619
shares
|
$12.5 Million
1.09% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
53,568
shares
|
$12.5 Million
7.72% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Unio Capital LLC
|
Nov 14, 2024 Q3 2024 |
53,563
shares
|
$12.5 Million
4.16% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
53,539
shares
|
$12.5 Million
4.82% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
53,505
shares
|
$12.5 Million
2.47% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
53,478
shares
|
$12.4 Million
0.62% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Ao Asset Management, LP
New York, NY |
Aug 15, 2022 Q2 2022 |
53,420
shares
|
$12.4 Million
3.92% of portfolio
|
Q2 2022
Added 1475.35%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
53,374
shares
|
$12.4 Million
1.87% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
53,234
shares
|
$12.4 Million
3.22% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
53,218
shares
|
$12.4 Million
2.61% of portfolio
|
Q3 2023
Added 110.3%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
53,214
shares
|
$12.4 Million
2.47% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
53,160
shares
|
$12.4 Million
5.92% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
53,057
shares
|
$12.3 Million
2.44% of portfolio
|
Q4 2024
Added 13.35%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
53,056
shares
|
$12.3 Million
1.5% of portfolio
|
Q3 2023
Added 2.13%
|
|
|
Channing Global Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
52,858
shares
|
$12.3 Million
8.41% of portfolio
|
Q4 2024
Added 44.0%
|