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 Q1 2026, a total of 42 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $34.6 B.
Top institutional holders include Ken Fisher and Bill Ackman.
Notably, Daniel Loeb has expressed high conviction in this stock, allocating 19.40% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $906.32 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 125.3%. Conversely, John Armitage reduced exposure by 59.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Amazon.com, Inc. (AMZN)
Major holders include Ken Fisher ($7.12 B), Bill Ackman ($2.39 B), Chase Coleman ($2.08 B). According to the latest reported data, 42 tracked investment managers collectively hold approximately 130.44 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $906.32 M, with 18 managers increasing positions and 23 managers reducing holdings.
During the most recent reporting period, 20 managers trimmed their positions, while 3 fully exited AMZN. The total reported sell value was $3.39 B.
Yes, 1 managers opened new positions in AMZN, and 17 increased their existing holdings. The total reported buy value was $2.48 B.
