Guru Ownership Trend
Guru Analysis for Amazon.com, Inc. (AMZN)
Amazon.com, Inc. (AMZN), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q2 2026, a total of 43 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $35.05 B.
Top institutional holders include Ken Fisher and Cliff Asness.
Notably, Peter Thiel has expressed high conviction in this stock, allocating 28.18% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.32 B net inflow during the quarter.
Recent activity highlights Andreas Halvorsen who increased their stake by 209.6%. Conversely, Ray Dalio reduced exposure by 53.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Amazon.com, Inc. (AMZN)
Major holders include Ken Fisher ($8.34 B), Cliff Asness ($2.84 B), Bill Ackman ($2.39 B). According to the latest reported data, 43 tracked investment managers collectively hold approximately 136.49 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.32 B, with 18 managers increasing positions and 21 managers reducing holdings.
During the most recent reporting period, 20 managers trimmed their positions, while 1 fully exited AMZN. The total reported sell value was $1.74 B.
Yes, 1 managers opened new positions in AMZN, and 17 increased their existing holdings. The total reported buy value was $3.07 B.
