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 6,484 institutions that hold shares in the stock, with a total of 6.48 Billion shares, which have been reported (via 13F filing form) to have a value of $1.52 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
17,683
shares
|
$4.15 Million
0.77% of portfolio
|
Q4 2025
Added 2.96%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
17,678
shares
|
$4.15 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
17,671
shares
|
$4.15 Million
0.5% of portfolio
|
Q3 2025
Added 16.38%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
17,659
shares
|
$4.14 Million
2.9% of portfolio
|
Q3 2025
Added 36.06%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
17,636
shares
|
$4.14 Million
0.85% of portfolio
|
Q4 2025
Added 12.91%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
17,625
shares
|
$4.14 Million
1.18% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
17,616
shares
|
$4.13 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
17,580
shares
|
$4.13 Million
1.0% of portfolio
|
Q3 2023
Reduced 17.92%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
17,568
shares
|
$4.12 Million
2.44% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
17,560
shares
|
$4.12 Million
1.91% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
17,560
shares
|
$4.12 Million
0.84% of portfolio
|
Q3 2025
Added 16.02%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
17,554
shares
|
$4.12 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
17,554
shares
|
$4.12 Million
2.87% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
17,538
shares
|
$4.12 Million
0.75% of portfolio
|
Q4 2025
Reduced 56.86%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
17,521
shares
|
$4.11 Million
1.32% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
17,511
shares
|
$4.11 Million
0.76% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
17,473
shares
|
$4.1 Million
1.38% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
17,463
shares
|
$4.1 Million
2.86% of portfolio
|
Q4 2024
Reduced 51.57%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
17,459
shares
|
$4.1 Million
2.92% of portfolio
|
Q3 2023
New holding
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
17,433
shares
|
$4.09 Million
1.04% of portfolio
|
Q4 2025
Added 1.85%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
17,415
shares
|
$4.09 Million
1.39% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
17,400
shares
|
$4.08 Million
0.73% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
17,391
shares
|
$4.08 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
17,390
shares
|
$4.08 Million
1.44% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
17,384
shares
|
$4.08 Million
1.83% of portfolio
|
Q3 2025
Added 3.69%
|
|