DAVIS SELECTED ADVISERS: AMAZON.COM INC (AMZN): Quarterly 13F Position History
As of Q2 2026, DAVIS SELECTED ADVISERS reported 4,276,176 shares of AMAZON.COM INC (AMZN), worth $1.0B and representing 4.4% of its 13F equity book. Quarter-over-quarter share count change: + 850,924 (+24.8%) . The position first appeared in Q1 2016 and has been disclosed across 42 13F-HR filings in Pactolio's tracked window.
- 4,276,176Shares Held (Latest Filing)
- $1.0BReported Market Value (Latest Filing)
- 4.4%Portfolio Weight (% of 13F Equity Book)
- +850,924Quarter-over-Quarter Share Change
- +$305.9MQuarter-over-Quarter Value Change
- 8,256,759Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 42 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,276,176 | +850,924 | +24.8% | $1.0B | 4.4% | $238.4 |
| Q1 2026 | 3,425,252 | 4,010 | -0.1% | $713.4M | 3.3% | $208.3 |
| Q4 2025 | 3,429,262 | +291,276 | +9.3% | $791.5M | 3.6% | $230.8 |
| Q3 2025 | 3,137,986 | 131,175 | -4.0% | $689.0M | 3.6% | $219.6 |
| Q2 2025 | 3,269,161 | 250,793 | -7.1% | $717.2M | 3.8% | $219.4 |
| Q1 2025 | 3,519,954 | 287,628 | -7.6% | $669.7M | 3.9% | $190.3 |
| Q4 2024 | 3,807,582 | 254,833 | -6.3% | $835.3M | 4.9% | $219.4 |
| Q3 2024 | 4,062,415 | 1,657,929 | -29.0% | $756.9M | 4.2% | $186.3 |
| Q2 2024 | 5,720,344 | 45,282 | -0.8% | $1.1B | 6.4% | $193.3 |
| Q1 2024 | 5,765,626 | 1,248,291 | -17.8% | $1.0B | 5.8% | $180.4 |
| Q4 2023 | 7,013,917 | 417,214 | -5.6% | $1.1B | 6.0% | $151.9 |
| Q3 2023 | 7,431,131 | 798,470 | -9.7% | $944.6M | 5.9% | $127.1 |
| Q2 2023 | 8,229,601 | 27,158 | -0.3% | $1.1B | 6.5% | $130.4 |
| Q1 2023 | 8,256,759 | +475,823 | +6.1% | $852.8M | 5.6% | $103.3 |
| Q4 2022 | 7,780,936 | +2,497,320 | +47.3% | $653.6M | 4.4% | $84.0 |
| Q3 2022 | 5,283,616 | +77,013 | +1.5% | $597.0M | 4.2% | $113.0 |
| Q2 2022 | 5,206,603 | +4,938,336 | +1840.8% | $553.0M | 3.5% | $106.2 |
| Q1 2022 | 268,267 | 8,931 | -3.2% | $874.5M | 4.4% | $3259.9 |
| Q4 2021 | 277,198 | 1,795 | -0.6% | $924.3M | 4.3% | $3334.3 |
| Q3 2021 | 278,993 | 49,306 | -15.0% | $916.5M | 4.2% | $3285.0 |
| Q2 2021 | 328,299 | +6,459 | +2.0% | $1.1B | 4.6% | $3440.2 |
| Q1 2021 | 321,840 | 13,577 | -4.0% | $995.8M | 4.4% | $3094.1 |
| Q4 2020 | 335,417 | 19,904 | -5.6% | $1.1B | 5.3% | $3256.9 |
| Q3 2020 | 355,321 | 173,713 | -32.8% | $1.1B | 6.2% | $3148.7 |
| Q2 2020 | 529,034 | 10,389 | -1.9% | $1.5B | 8.4% | $2758.8 |
| Q1 2020 | 539,423 | 67,607 | -11.1% | $1.1B | 7.1% | $1949.7 |
| Q4 2019 | 607,030 | 23,234 | -3.7% | $1.1B | 5.4% | $1847.8 |
| Q3 2019 | 630,264 | 29,092 | -4.4% | $1.1B | 5.5% | $1735.9 |
| Q2 2019 | 659,356 | 18,776 | -2.8% | $1.2B | 6.2% | $1893.6 |
| Q1 2019 | 678,132 | 30,968 | -4.4% | $1.2B | 5.9% | $1780.8 |
| Q4 2018 | 709,100 | 21,520 | -2.9% | $1.1B | 5.9% | $1500.2 |
| Q3 2018 | 730,620 | 172,402 | -19.1% | $1.5B | 6.3% | $2003.0 |
| Q2 2018 | 903,022 | 236,739 | -20.8% | $1.5B | 6.5% | $1699.8 |
| Q1 2018 | 1,139,761 | 347,103 | -23.3% | $1.6B | 7.1% | $1447.3 |
| Q4 2017 | 1,486,864 | 20,473 | -1.4% | $1.7B | 7.4% | $1169.5 |
| Q3 2017 | 1,507,337 | 43,423 | -2.8% | $1.4B | 6.2% | $961.1 |
| Q2 2017 | 1,550,760 | 177,469 | -10.3% | $1.5B | 6.6% | $968.0 |
| Q1 2017 | 1,728,229 | 183,692 | -9.6% | $1.5B | 6.6% | $886.5 |
| Q4 2016 | 1,911,921 | 119,461 | -5.9% | $1.4B | 6.3% | $749.9 |
| Q3 2016 | 2,031,382 | 204,028 | -9.1% | $1.7B | 7.4% | $837.3 |
| Q2 2016 | 2,235,410 | 426,620 | -16.0% | $1.6B | 7.0% | $715.6 |
| Q1 2016 | 2,662,030 | – | – | $1.6B | 7.0% | $593.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did DAVIS SELECTED ADVISERS first disclose a AMZN position in 13F-HR filings?
DAVIS SELECTED ADVISERS first reported AMAZON.COM INC (AMZN) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 42 reported quarters within Pactolio's tracked window.
What was DAVIS SELECTED ADVISERS's most recent quarter-over-quarter share-count change in AMZN?
Between Q1 2026 and Q2 2026, DAVIS SELECTED ADVISERS added 850,924 shares of AMZN (+24.8%), bringing the total reported position to 4,276,176 shares at a market value of $1.0B.
Does the implied price-per-share represent DAVIS SELECTED ADVISERS's cost basis in AMZN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.