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 6,083 institutions that hold shares in the stock, with a total of 6.37 Billion shares, which have been reported (via 13F filing form) to have a value of $1.36 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
29,590
shares
|
$6.3 Million
0.71% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
29,579
shares
|
$6.29 Million
2.37% of portfolio
|
Q4 2024
Added 48.7%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
29,574
shares
|
$6.29 Million
2.35% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
29,550
shares
|
$6.29 Million
1.8% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
29,466
shares
|
$6.27 Million
3.18% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Concorde Financial Corp
Dallas, TX |
Feb 14, 2025 Q4 2024 |
29,444
shares
|
$6.27 Million
4.07% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
29,379
shares
|
$6.25 Million
1.81% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
29,378
shares
|
$6.25 Million
1.01% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
29,365
shares
|
$6.25 Million
1.28% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Wd Rutherford LLC
|
Jan 30, 2025 Q4 2024 |
29,353
shares
|
$6.25 Million
3.09% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
29,336
shares
|
$6.24 Million
3.51% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
29,321
shares
|
$6.24 Million
3.64% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
29,293
shares
|
$6.23 Million
2.07% of portfolio
|
Q1 2023
Reduced 12.83%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
29,243
shares
|
$6.22 Million
3.85% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
29,221
shares
|
$6.22 Million
0.88% of portfolio
|
Q4 2024
Added 17.92%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
29,220
shares
|
$6.22 Million
1.76% of portfolio
|
Q2 2022
Added 1634.12%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
29,217
shares
|
$6.22 Million
0.92% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
29,087
shares
|
$6.19 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
29,075
shares
|
$6.19 Million
2.67% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Feb 07, 2025 Q4 2024 |
28,999
shares
|
$6.17 Million
0.09% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
28,975
shares
|
$6.17 Million
2.48% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
28,857
shares
|
$6.14 Million
0.55% of portfolio
|
Q4 2024
Added 41.1%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
28,852
shares
|
$6.14 Million
4.3% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
28,817
shares
|
$6.13 Million
4.13% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
28,797
shares
|
$6.13 Million
1.18% of portfolio
|
Q4 2024
Added 0.08%
|