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 5,771 institutions that hold shares in the stock, with a total of 6.06 Billion shares, which have been reported (via 13F filing form) to have a value of $1.41 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,237
shares
|
$1.92 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
8,231
shares
|
$1.92 Million
0.85% of portfolio
|
Q4 2024
Added 60.7%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
8,209
shares
|
$1.91 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
8,206
shares
|
$1.91 Million
0.79% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
8,205
shares
|
$1.91 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
8,205
shares
|
$1.91 Million
1.36% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
8,191
shares
|
$1.91 Million
1.53% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
8,190
shares
|
$1.91 Million
1.06% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
8,179
shares
|
$1.91 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
8,173
shares
|
$1.91 Million
0.57% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
8,172
shares
|
$1.91 Million
1.59% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8,171
shares
|
$1.9 Million
0.52% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
Feb 10, 2025 Q4 2024 |
8,158
shares
|
$1.9 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
8,150
shares
|
$1.9 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
8,140
shares
|
$1.9 Million
0.7% of portfolio
|
Q2 2022
New holding
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
8,114
shares
|
$1.89 Million
0.02% of portfolio
|
Q4 2023
Added 5.19%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
8,112
shares
|
$1.89 Million
0.87% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
8,100
shares
|
$1.89 Million
0.64% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,084
shares
|
$1.88 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
8,071
shares
|
$1.88 Million
1.42% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
8,070
shares
|
$1.88 Million
0.97% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
8,055
shares
|
$1.88 Million
1.17% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
8,055
shares
|
$1.88 Million
0.98% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
8,033
shares
|
$1.87 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
8,033
shares
|
$1.87 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.25%
|