AMZN
Amazon.com, Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares -5.7% ·
flujo de acciones -3.0% ·
nuevas posiciones netas -6.1%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 211 | +3 | 5.89B | $1.40T | +4 | — |
| Q1 2026 | 211 | -2 | 5.71B | $1.19T | +4 | −7 |
| Q4 2025 | 212 | +3 | 5.99B | $1.38T | +4 | — |
| Q3 2025 | 42 | 0 | 3.56B | $781.21B | +1 | −2 |
| Q2 2025 | 40 | -1 | 3.12B | $683.25B | +1 | −2 |
| Q1 2025 | 38 | +1 | 1.20B | $228.36B | +1 | — |
| Q4 2024 | 37 | +3 | 1.21B | $265.18B | +3 | — |
| Q3 2024 | 33 | -2 | 808.50M | $150.51B | — | −2 |
| Q2 2024 | 35 | — | 833.26M | $160.92B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 199.92M | +3.4% | $37.12B | 3.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | T. Rowe Price ✦ | 178.73M | -1.6% | $33.30B | 3.8% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (pasivo) | 118.49M | -0.4% | $22.08B | 3.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 70.37M | -1.0% | $13.11B | 2.3% | ▼ Trim | 2 | SEC ↗ ×9 |
| 5 | Capital World Investors ✦ | 48.03M | +22.2% | $8.95B | 1.4% | ▲ Add | 2 | SEC ↗ |
| 6 | Fisher Asset Management ✦ | 44.65M | +2.0% | $8.32B | 3.4% | ▲ Add | 2 | SEC ↗ |
| 7 | Baillie Gifford ✦ | 38.47M | 0.0% | $7.17B | 5.4% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | Dodge & Cox ✦ | 17.28M | -0.3% | $3.22B | 1.8% | ▼ Trim | 2 | SEC ↗ |
| 9 | Marshall Wace ✦ | 12.72M | -9.4% | $2.37B | 3.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Coatue Management ✦ | 11.27M | +4.6% | $2.10B | 7.8% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | Berkshire Hathaway ✦ | 10.00M | 0.0% | $1.86B | 0.7% | Held | 2 | SEC ↗ ×2 |
| 12 | Adage Capital Partners ✦ | 9.22M | -1.2% | $1.72B | 3.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Tiger Global Management ✦ | 6.42M | +1.5% | $1.20B | 5.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Lone Pine Capital ✦ | 5.48M | +23.2% | $1.02B | 7.6% | ▲ Add | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 4.98M | -4.7% | $927.67M | 1.3% | ▼ Trim | 2 | SEC ↗ ×5 |
| 16 | D. E. Shaw & Co. ✦ | 4.52M | -32.2% | $842.15M | 1.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | PRIMECAP Management ✦ | 4.41M | +1.0% | $820.90M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 18 | Viking Global Investors ✦ | 4.05M | -56.4% | $755.50M | 2.8% | ▼ Trim | 2 | SEC ↗ |
| 19 | Third Point ✦ | 3.70M | -27.4% | $689.42M | 9.3% | ▼ Trim | 2 | SEC ↗ |
| 20 | Harris Associates (Oakmark) ✦ | 3.69M | -11.2% | $687.05M | 1.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Appaloosa ✦ | 3.20M | -7.9% | $596.26M | 8.9% | ▼ Trim | 2 | SEC ↗ |
| 22 | Markel Group ✦ | 2.03M | 0.0% | $378.39M | 3.4% | Held | 2 | SEC ↗ ×2 |
| 23 | Bridgewater Associates ✦ | 1.41M | -46.6% | $263.03M | 1.5% | ▼ Trim | 2 | SEC ↗ |
| 24 | Arrowstreet Capital ✦ | 1.27M | -80.8% | $235.75M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 25 | Millennium Management ✦ | 1.19M | -86.9% | $222.39M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 26 | Altimeter Capital ✦ | 902.29K | -37.1% | $168.12M | 2.5% | ▼ Trim | 2 | SEC ↗ |
| 27 | Glenview Capital ✦ | 475.43K | +35.7% | $88.59M | 1.9% | ▲ Add | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 467.94K | -93.9% | $87.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 366.30K | +16.3% | $68.25M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 30 | ARK Investment Management ✦ | 348.83K | +251.7% | $65.00M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 31 | Soros Fund Management ✦ | 280.21K | -3.7% | $52.21M | 1.5% | ▼ Trim | 2 | SEC ↗ |
| 32 | GAMCO Investors ✦ | 145.40K | -4.8% | $27.09M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 33 | Two Sigma Investments ✦ | 15.70K | -98.8% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Point72 Asset Management | $611.33M | era 2.0% |
| Renaissance Technologies | $188.29M | era 0.3% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 5,923 tenedores, 6.72B acciones, $1.34T declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 1.00K acc. · $251,500
Officer · 1.00K acc. · $254,770
Officer · 9.26K acc. · $2.40M
Officer, Director · 1.81K acc. · $471,571
Officer · 675 acc. · $173,992
Officer · 780 acc. · $201,693
Officer · 888 acc. · $231,169
Officer · 1.14K acc. · $293,265
Officer · 1.78K acc. · $460,889
Officer · 2.13K acc. · $553,798
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
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