Published: 2026-09-23 · Data: 2026-Q2 13F Filings
6,119 institutional 13F filers reported holding Amazon.com, Inc. (AMZN) in Q2 2026, up 3.0% from Q1's 5,938. It's the widest holder base of any mega-cap name in this series, and the closures were unusually light: only 96 managers closed a position out of the 8,521 that filed in both quarters, the fewest full exits among the tickers covered here.
Holder count: broad and still broadening
Amazon's institutional base has grown in four of the last five quarters, pausing only briefly in Q1 2026 with a marginal 0.2% dip before resuming growth.
| Quarter | Holders | QoQ change |
|---|---|---|
| 2025 Q2 | 5,416 | — |
| 2025 Q3 | 5,465 | +0.9% |
| 2025 Q4 | 5,948 | +8.8% |
| 2026 Q1 | 5,938 | -0.2% |
| 2026 Q2 | 6,119 | +3.0% |
The Q2 2026 total of 6,119 filers is up 13.0% from the 5,416 that held AMZN a year earlier, in Q2 2025 — the steadiest of the three growth trajectories tracked in this series, without the sharper swings seen in some other large-cap names this season.
New positions vs. closed positions
Among the 8,521 managers filing in both Q1 and Q2 2026, 217 opened a new AMZN position while just 96 closed one — a ratio of more than two openers for every closer, and a net of 121 more openers than closers, the widest gap of any ticker in this series. That comparison only covers managers present in both quarters; it doesn't map exactly onto the 181-filer increase in the total holder count, since the headline count also picks up first-time 13F filers and other churn across the full 8,732-filer universe.
Largest new positions, by % of the buyer's own portfolio
Thiel Macro LLC opened the single largest new position by conviction in this dataset, putting over a quarter of its portfolio into AMZN — notable because the same fund, per the companion Tesla ownership data this quarter, closed out a large TSLA position at the same time. Whether that reflects a broader rotation is a question the data raises but can't answer on its own.
| Manager | AMZN as % of their portfolio |
|---|---|
| Thiel Macro LLC | 28.2% |
| Wishbone Management, LP | 11.3% |
| Dragoneer Investment Group, LLC | 10.7% |
| Pershing Square INC. | 10.5% |
| Ogborne Capital Management, LLC | 9.4% |
| Bornite Capital Management LP | 7.1% |
Dragoneer Investment Group also appears here as a new AMZN buyer in the same quarter it fully exited NVDA, according to the companion NVDA ownership data — another crossing pattern worth checking against the fund overlap tool rather than assuming a single cause.
Full exits, by prior conviction
Exits here were both fewer and smaller than in the other two tickers in this series. The largest, Alua Capital Management LP, had just 12.6% of its Q1 book in AMZN — well below the largest single exits seen in NVDA or TSLA this quarter.
| Manager | AMZN as % of their Q1 portfolio |
|---|---|
| Alua Capital Management LP | 12.6% |
| 3G Capital Partners LP | 9.2% |
| Gemsstock Ltd. | 6.4% |
| DoubleLine ETF Adviser LP | 5.7% |
| Meridiem Capital Partners LP | 5.6% |
| Arohi Asset Management PTE Ltd. | 5.6% |
Highest-conviction holders
These managers had the largest share of their own portfolio in AMZN as of Q2 2026. As with any conviction ranking, several of these are small or narrowly focused filers where a single position naturally dominates a short 13F — this reflects the filer's own book, not a signal about Amazon or a recommendation to buy.
| Manager | AMZN as % of their portfolio |
|---|---|
| Regents Gate Capital LLP | 46.5% |
| Skye Global Management LP | 44.8% |
| I.G.Y. Ltd | 44.2% |
| CIBC Capital Markets (Europe) S.A. | 35.2% |
| Advaya LLP | 33.4% |
| Altarock Partners LP | 32.2% |
| Three Seasons Wealth, LLC | 32.0% |
| Spg Advisors LLC | 29.3% |
Notably, AMZN's highest-conviction holder tops out at 46.5% — no single manager here reports the extreme 90%-plus concentration seen in some other names this quarter, suggesting the stock's biggest believers are somewhat more diversified funds than the ultra-concentrated single-stock vehicles that sometimes appear at the top of these lists.
What to watch next season
Q3 2026 13F filings are due by 2026-11-16. With new positions outpacing closures by more than two to one this quarter, the question for Q3 is whether that flow continues or whether some of the largest new buyers — Thiel Macro and Dragoneer among them — add to, hold, or trim their new AMZN stakes. Remember that 13F data is filed up to 45 days after quarter-end and only covers U.S. long equity positions, so current positioning may already differ from what's shown here; fund rankings and the sector heatmap are useful for tracking whether this pattern extends across similar stocks.
How to Use This Data
- See the full holder list: every 13F filer in AMZN, with position changes by quarter. All institutional holders of AMZN →
- Check who is worth following: a buyer only matters if its record is good. Funds ranked by alpha, Sharpe and drawdown →
- Catch the next move early: Q3 2026 13F filings are due on 2026-11-16. See the first funds to file each season →
Frequently Asked Questions
How many institutions own Amazon stock?
6,119 institutional 13F filers reported holding AMZN as of Q2 2026, up from 5,938 in Q1 2026.
Is institutional ownership of Amazon growing?
Yes, in four of the last five quarters. The holder count rose from 5,416 in Q2 2025 to 6,119 in Q2 2026, a 13.0% increase, with only a marginal 0.2% dip in Q1 2026.
How many new AMZN positions were opened in Q2 2026?
Among managers that filed 13Fs in both Q1 and Q2 2026, 217 opened new AMZN positions while only 96 closed existing ones — the lowest closure count among the tickers in this series.
Which fund opened the largest new AMZN position in Q2 2026?
Thiel Macro LLC opened a position representing 28.2% of its portfolio, the largest new-position conviction figure in this dataset.
When will Q3 2026 Amazon ownership data be available?
The Q3 2026 13F filing deadline is 2026-11-16.
Methodology: Counts include every 13F filer (hedge funds, asset managers, banks, advisers). New/closed positions compare only managers that filed both Q1 and Q2 2026. Options (puts/calls) excluded. Conviction is measured as a position's share of the manager's own reported portfolio. Stocks whose CUSIP changed this quarter are excluded from buy/sell rankings. 13F filings cover U.S. long equity positions only, are filed up to 45 days after quarter-end, and exclude shorts, cash and bonds. Source data: SEC EDGAR 13F filings, processed by 13Foresight.
Explore full institutional ownership data for AMZN →Source: 13Foresight analysis of SEC Form 13F filings. 13F data reflects long US equity positions held at quarter-end and is filed up to 45 days after quarter close. This article is for information only and is not investment advice.