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 5,475 institutions that hold shares in the stock, with a total of 6.02 Billion shares, which have been reported (via 13F filing form) to have a value of $1.34 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
68,190
shares
|
$15.1 Million
1.92% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
68,071
shares
|
$15.1 Million
1.37% of portfolio
|
Q3 2024
Added 44.25%
|
|
|
Orbis Allan Gray LTD
Hamilton, D0 |
Nov 14, 2024 Q3 2024 |
67,878
shares
|
$15.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 27.3%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
67,800
shares
|
$15.1 Million
4.48% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
67,751
shares
|
$15 Million
1.48% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
67,602
shares
|
$15 Million
1.07% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
67,581
shares
|
$15 Million
2.35% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
67,532
shares
|
$15 Million
3.24% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
67,527
shares
|
$15 Million
3.7% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
67,368
shares
|
$15 Million
3.4% of portfolio
|
Q1 2024
Added 2.42%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
66,910
shares
|
$14.9 Million
1.39% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
66,910
shares
|
$14.9 Million
1.12% of portfolio
|
Q3 2022
Added 8.66%
|
|
|
Stony Point Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
66,830
shares
|
$14.8 Million
3.06% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
66,826
shares
|
$14.8 Million
2.67% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
66,755
shares
|
$14.8 Million
2.41% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Kayak Investment Partners LLC
San Francisco, CA |
Aug 15, 2022 Q2 2022 |
66,740
shares
|
$14.8 Million
13.5% of portfolio
|
Q2 2022
Added 1430.03%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
66,696
shares
|
$14.8 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
66,537
shares
|
$14.8 Million
2.55% of portfolio
|
Q3 2024
Added 1053.15%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
66,486
shares
|
$14.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
66,390
shares
|
$14.7 Million
0.4% of portfolio
|
Q3 2024
Added 103634.38%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
66,381
shares
|
$14.7 Million
0.44% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
66,286
shares
|
$14.7 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
66,243
shares
|
$14.7 Million
0.65% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
66,237
shares
|
$14.7 Million
1.16% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
66,209
shares
|
$14.7 Million
2.82% of portfolio
|
Q1 2024
New holding
|