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 6,081 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 $1.35 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
12,391
shares
|
$2.64 Million
0.68% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
12,380
shares
|
$2.63 Million
2.72% of portfolio
|
Q4 2024
Added 27.1%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,363
shares
|
$2.63 Million
0.72% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
12,360
shares
|
$2.63 Million
1.72% of portfolio
|
Q2 2022
Added 1900.0%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
12,356
shares
|
$2.63 Million
1.46% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
12,325
shares
|
$2.62 Million
2.42% of portfolio
|
Q4 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
12,304
shares
|
$2.62 Million
2.52% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
12,301
shares
|
$2.62 Million
1.97% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
12,301
shares
|
$2.62 Million
0.59% of portfolio
|
Q4 2024
Added 39.23%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
12,289
shares
|
$2.61 Million
3.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
12,278
shares
|
$2.61 Million
0.38% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
12,273
shares
|
$2.61 Million
0.34% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
12,270
shares
|
$2.61 Million
2.34% of portfolio
|
Q2 2022
Added 1976.14%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
12,266
shares
|
$2.61 Million
0.48% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
12,263
shares
|
$2.61 Million
1.38% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Feb 11, 2025 Q4 2024 |
12,252
shares
|
$2.61 Million
2.11% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
12,248
shares
|
$2.61 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
12,245
shares
|
$2.6 Million
0.3% of portfolio
|
Q4 2024
Added 28.76%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
12,244
shares
|
$2.6 Million
1.28% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
12,239
shares
|
$2.6 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
12,230
shares
|
$2.6 Million
0.28% of portfolio
|
Q2 2024
Added 4.74%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
12,224
shares
|
$2.6 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
12,220
shares
|
$2.6 Million
1.36% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
12,219
shares
|
$2.6 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
12,215
shares
|
$2.6 Million
1.36% of portfolio
|
Q4 2024
Reduced 22.87%
|