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 |
|---|---|---|---|---|---|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
13,060
shares
|
$3.04 Million
3.59% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
13,057
shares
|
$3.04 Million
2.1% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 11, 2025 Q4 2024 |
13,013
shares
|
$3.03 Million
0.82% of portfolio
|
Q4 2024
Reduced 78.74%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
13,010
shares
|
$3.03 Million
1.02% of portfolio
|
Q3 2024
Added 53.69%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$3.03 Million
1.11% of portfolio
|
Q3 2024
Added 62.5%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
12,996
shares
|
$3.02 Million
0.34% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
12,965
shares
|
$3.02 Million
2.8% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,951
shares
|
$3.01 Million
0.87% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
12,940
shares
|
$3.01 Million
1.79% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
12,938
shares
|
$3.01 Million
0.56% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
12,937
shares
|
$3.01 Million
2.05% of portfolio
|
Q4 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
12,930
shares
|
$3.01 Million
0.94% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
12,893
shares
|
$3 Million
0.66% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Feb 07, 2025 Q4 2024 |
12,884
shares
|
$3 Million
1.56% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
12,884
shares
|
$3 Million
2.4% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
12,853
shares
|
$2.99 Million
1.06% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
12,810
shares
|
$2.98 Million
1.71% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
12,803
shares
|
$2.98 Million
1.02% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
12,773
shares
|
$2.97 Million
1.02% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
12,762
shares
|
$2.97 Million
0.53% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
12,760
shares
|
$2.97 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
12,758
shares
|
$2.97 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
12,754
shares
|
$2.97 Million
0.58% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
12,741
shares
|
$2.97 Million
0.97% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
12,736
shares
|
$2.96 Million
0.09% of portfolio
|
Q4 2024
Added 200.38%
|