13FPulse
AM

AMZN AMAZON.COM INC

2026Q2 · CUSIP 023135106 · Cloud Computing Mega-cap Platforms · Sector: Consumer

Normal

Fund flows are within the usual range

Funds that own it
6,009
Institutions that reported holding it to the SEC
Net increase in holders
+12
Last quarter 5,997 → now 6,009
How unusual is that
Above average
Stronger buying than 73% of US stocks
What the filings say, in one paragraph

6,009 funds held AMZN at the end of 2026Q2, up 12 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $775.7B(YoY +15.8%), the P/E is 20.5x, return on equity is 24.5%. AMZN has had 40 buying rushes in its history, and the price moved +15.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector, tagged Cloud Computing / Mega-cap Platforms.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=821 2013Q4: holders=965 2014Q1: holders=985 2014Q2: holders=947 2014Q3: holders=938 2014Q4: holders=997 2015Q1: holders=1058 2015Q2: holders=1130 2015Q3: holders=1239 2015Q4: holders=1411 2016Q1: holders=1409 2016Q2: holders=1514 2016Q3: holders=1568 2016Q4: holders=1734 2017Q1: holders=1853 2017Q2: holders=1928 2017Q3: holders=1956 2017Q4: holders=2213 2018Q1: holders=2296 2018Q2: holders=2381 2018Q3: holders=2447 2018Q4: holders=2626 2019Q1: holders=2684 2019Q2: holders=2709 2019Q3: holders=2706 2019Q4: holders=3012 2020Q1: holders=3163 2020Q2: holders=3275 2020Q3: holders=3334 2020Q4: holders=3714 2021Q1: holders=3690 2021Q2: holders=3760 2021Q3: holders=3697 2021Q4: holders=4203 2022Q1: holders=4165 2022Q2: holders=4040 2022Q3: holders=4069 2022Q4: holders=4117 2023Q1: holders=4160 2023Q2: holders=4321 2023Q3: holders=4377 2023Q4: holders=4728 2024Q1: holders=4854 2024Q2: holders=4926 2024Q3: holders=4924 2024Q4: holders=5547 2025Q1: holders=5470 2025Q2: holders=5549 2025Q3: holders=5575 2025Q4: holders=6074 2026Q1: holders=5997 2026Q2: holders=6009 -623 -311.5 +0 +311.5 +623 73835586378 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 40 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 1% in the market +29.4%
2025Q3 Top 20% -12.0% +13.8%
2025Q2 Top 5% +1.4% -11.5%
2024Q4 Top 1% in the market -10.1% +1.2%
2024Q2 Top 5% +19.4% +28.0%
2024Q1 Top 1% in the market -3.5% +9.7%
2023Q4 Top 1% in the market +9.0% +5.1%
2023Q3 Top 5% +17.0% +28.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
455
Change in large funds
+45
Total value they hold
$1712.3B
Funds buying for the first time
308
Funds that sold out entirely
296
Price change that quarter
-3.7%
Funds holding puts (bearish)
131
Funds holding calls (bullish)
187

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
20.5
EPS (TTM)
$12.43
EPS YoY
+89.5%
Revenue (TTM)
$775.7B
Revenue YoY
+15.8%
Net margin
17.4%
ROE
24.5%
Debt ratio
49.7%
FCF (TTM)
-$11.6B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.31 2021-12-31: EPS 1.38 2022-03-31: EPS -0.38 2022-06-30: EPS -0.20 2022-09-30: EPS 0.28 2022-12-31: EPS 0.03 2023-03-31: EPS 0.31 2023-06-30: EPS 0.65 2023-09-30: EPS 0.94 2023-12-31: EPS 1.00 2024-03-31: EPS 0.98 2024-06-30: EPS 1.26 2024-09-30: EPS 1.43 2024-12-31: EPS 1.86 2025-03-31: EPS 1.59 2025-06-30: EPS 1.68 2025-09-30: EPS 1.95 2025-12-31: EPS 1.95 2026-03-31: EPS 2.78 2026-06-30: EPS 5.75 0B 106.7B 213.4B $B -0.42 2.95 6.33 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 43 19 154 289 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-18B4.9B28B 2017201820192020202120222023202420252026
Latest quarter $-18B (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.