Investigate / reported ownership
AMZN
Amazon.com Inc
34 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning AMZN?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 2.1% | 40q | $3.98B | 16,708,513 |
| 2 | Joel Greenblatt | 1.5% | 39q | $2.59B | 10,882,003 |
| 3 | Bill Ackman | 17.4% | 4q | $2.39B | 11,451,981 |
| 4 | Chase Coleman | 9.6% | 40q | $2.31B | 9,683,558 |
| 5 | AltaRock Partners | 32.2% | 18q | $1.37B | 5,729,972 |
Go beyond ownership.
Consumers buy products through Amazon’s online and physical stores, which also let third-party merchants sell through the same channels. Third-party sellers pay fees for programs that support selling and fulfilling orders. Developers and enterprises use AWS for on-demand compute, storage, databases, analytics and AI services. Amazon also provides sponsored, display and video advertising services to sellers, vendors and other advertisers.
Question to investigate: Can Amazon's breadth across retail, seller services, AWS and advertising keep serving customers well against fast-moving, resource-rich competitors?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Dodge & Cox Funds · 2026Q2 · filed 2026-08-13 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Bill Ackman · 2026Q1 · filed 2026-05-15 ↗
- Chase Coleman · 2026Q2 · filed 2026-08-14 ↗
- AltaRock Partners · 2026Q2 · filed 2026-08-17 ↗
- David Tepper · 2026Q2 · filed 2026-08-14 ↗
- Bill Nygren · 2026Q2 · filed 2026-08-14 ↗
- Christopher Davis · 2026Q2 · filed 2026-08-11 ↗
- Seth Klarman · 2026Q2 · filed 2026-08-13 ↗
- Viking Global Investors · 2026Q2 · filed 2026-08-14 ↗
- John Armitage · 2026Q2 · filed 2026-07-21 ↗
- Jeffrey Ubben et al · 2026Q2 · filed 2026-08-14 ↗
- Polen Capital Management · 2026Q2 · filed 2026-08-04 ↗
- Mairs & Power Funds · 2026Q2 · filed 2026-08-14 ↗
- Thomas Gayner · 2026Q2 · filed 2026-07-31 ↗
- Lee Ainslie · 2026Q2 · filed 2026-08-14 ↗
- Daniel Loeb · 2026Q2 · filed 2026-08-14 ↗
- First Pacific Advisors · 2026Q2 · filed 2026-08-14 ↗
- AKO Capital · 2026Q2 · filed 2026-08-12 ↗
- Jensen Investment Management · 2026Q2 · filed 2026-08-07 ↗
- Vulcan Value Partners · 2026Q2 · filed 2026-08-10 ↗
- Samantha McLemore · 2026Q2 · filed 2026-08-13 ↗
- Stanley Druckenmiller · 2026Q2 · filed 2026-08-14 ↗
- Triple Frond Partners · 2026Q2 · filed 2026-08-13 ↗
- Harry Burn · 2026Q2 · filed 2026-08-12 ↗
- Josh Tarasoff · 2026Q2 · filed 2026-08-14 ↗
- Wallace Weitz · 2026Q2 · filed 2026-08-12 ↗
- Dennis Hong · 2026Q2 · filed 2026-08-14 ↗
- David Rolfe · 2026Q2 · filed 2026-08-14 ↗
- David Katz · 2026Q2 · filed 2026-07-15 ↗
- Torray Funds · 2026Q2 · filed 2026-07-30 ↗
- Robert Olstein · 2026Q1 · filed 2026-04-21 ↗
- Glenn Greenberg · 2026Q2 · filed 2026-08-14 ↗
- Thomas Russo · 2026Q2 · filed 2026-08-13 ↗
A material reported change · Q2 2026
Joel Greenblatt increased reported AMZN shares by 34.3%.
Holdings as of Jun 30, 2026 · filed Sep 2, 2026. Position at period end: 1.5% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AltaRock Partners | TRIM | 32.2% | -24% | $1.37B | Aug 17, 2026 |
| David Rolfe | ADD | 6.7% | +36% | $32M | Aug 14, 2026 |
| Glenn Greenberg | ADD | <0.1% | +89% | $632K | Aug 14, 2026 |
| Stanley Druckenmiller | ADD | 3.0% | +1083% | $129M | Aug 14, 2026 |
| Terry Smith | EXIT | <0.1% | -100% | $0 | Aug 14, 2026 |
| Seth Klarman | ADD | 16.5% | +20% | $892M | Aug 13, 2026 |
| AKO Capital | TRIM | 6.3% | -34% | $272M | Aug 12, 2026 |
| Vulcan Value Partners | TRIM | 7.2% | -38% | $237M | Aug 10, 2026 |
| John Armitage | ADD | 8.2% | +51% | $852M | Jul 21, 2026 |
- TRIMAltaRock Partners32.2%Δ -24%·$1.37B·filed Aug 17, 2026
- ADDDavid Rolfe6.7%Δ +36%·$32M·filed Aug 14, 2026
- ADDGlenn Greenberg<0.1%Δ +89%·$632K·filed Aug 14, 2026
- ADDStanley Druckenmiller3.0%Δ +1083%·$129M·filed Aug 14, 2026
- EXITTerry Smith<0.1%Δ -100%·$0·filed Aug 14, 2026
- ADDSeth Klarman16.5%Δ +20%·$892M·filed Aug 13, 2026
- TRIMAKO Capital6.3%Δ -34%·$272M·filed Aug 12, 2026
- TRIMVulcan Value Partners7.2%Δ -38%·$237M·filed Aug 10, 2026
- ADDJohn Armitage8.2%Δ +51%·$852M·filed Jul 21, 2026
Explore earlier changes and contrasting evidence
Selected historical records. Retrospective outcomes do not establish predictive skill.
Compare the reported increases and reductions →Q2 2026
filed Sep 2, 2026
64d lag
-2.6% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 17, 2026
48d lag
-3.6% vs SPY
33 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
-3.6% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
-3.6% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
-3.6% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 13, 2026
44d lag
-3.6% vs SPY
35 sessions after disclosure
direction not supported so far
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Long US 13F disclosures omit shorts and can be amended. CUSIP 023135106. No current price, valuation or manager motive is inferred.