Amgen Inc
AMGN- Exchange
- Nasdaq
- Industry
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0000318154
In the last 90 days, Amgen Inc insiders filed 0 open-market purchases and 3 sales; 3,169 institutions reported holding it in 13F filings for Q2 2026, worth $161.7B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Amgen Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,509
- +143 vs. Q2 2023
- Shares held
- 406.2M
- +3.01M (+0.7%) vs. Q2 2023
- Total value
- $109.2B
- +$19.6B (+21.9%) vs. Q2 2023
- New holders
- 252
- 984 more added
- Sold out
- 109
- 911 more reduced
30 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AMGN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,169 | $161.7B |
| Q1 2026 | 3,155 | $154.5B |
| Q4 2025 | 3,098 | $146.8B |
| Q3 2025 | 2,828 | $119.4B |
| Q2 2025 | 2,860 | $120.5B |
| Q1 2025 | 2,937 | $133.3B |
| Q4 2024 | 2,867 | $109.1B |
| Q3 2024 | 2,834 | $133.1B |
| Q2 2024 | 2,795 | $128.8B |
| Q1 2024 | 2,724 | $117.2B |
| Q4 2023 | 2,720 | $118.4B |
| Q3 2023 | 2,509 | $109.2B |
| Q2 2023 | 2,396 | $90.1B |
| Q1 2023 | 2,440 | $98.3B |
| Q4 2022 | 2,504 | $106.6B |
| Q3 2022 | 2,325 | $92.4B |
| Q2 2022 | 2,357 | $100.7B |
| Q1 2022 | 2,341 | $101.9B |
| Q4 2021 | 2,298 | $95.4B |
| Q3 2021 | 2,140 | $90.3B |
| Q2 2021 | 2,201 | $105.6B |
| Q1 2021 | 2,221 | $109.3B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Amgen Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Waterford Advisors, LLC | 1,078 | $289.7K | 0.16% | +1,078 | New |
| Rational Advisors LLC | 1,098 | $289.9K | 0.03% | +327+42.4% | Added |
| Lakeside Advisors, INC. | 1,085 | $291.5K | 0.22% | +3+0.3% | Added |
| Inceptionr LLC | 1,085 | $291.6K | 0.17% | −3,964−78.5% | Reduced |
| Bensler, LLC | 1,090 | $292.9K | 0.06% | +1+0.1% | Added |
| Wakefield Asset Management LLLP | 1,092 | $293.5K | 0.13% | −569−34.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,094 | $294.2K | 0.24% | −10−0.9% | Reduced |
| First Dallas Securities Inc. | 1,099 | $295.0K | 0.07% | −9,817−89.9% | Reduced |
| West Financial Advisors, LLC | 1,101 | $295.9K | 0.07% | +27+2.5% | Added |
| Progressive Investment Management Corp | 1,105 | $297.0K | 0.10% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,109 | $298.1K | 0.04% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,109 | $298.1K | 0.01% | +1,109 | New |
| Milestone Asset Management, LLC | 1,123 | $299.1K | 0.10% | +66+6.2% | Added |
| Harbour Capital Advisors, LLC | 1,114 | $299.4K | 0.09% | −11−1.0% | Reduced |
| Secure Asset Management, LLC | 1,115 | $299.6K | 0.09% | +1,115 | New |
| Elevated Capital Advisors, LLC | 1,116 | $299.8K | 0.10% | −20−1.8% | Reduced |
| Wharton Business Group, LLC | 1,124 | $302.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,124 | $302.0K | 0.09% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,124 | $302.1K | 0.03% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,125 | $302.4K | 0.26% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 1,128 | $303.2K | 0.06% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 1,130 | $303.7K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 1,132 | $304.2K | 0.15% | +1,132 | New |
| Cornerstone Wealth Group, LLC | 1,133 | $304.4K | 0.05% | +1,133 | New |
| Consolidated Portfolio Review Corp | 1,134 | $304.8K | 0.07% | +86+8.2% | Added |
| Silver Oak Advisory Group, Inc. | 1,139 | $306.0K | 0.20% | +1,139 | New |
| Shilanski & Associates, Inc. | 1,140 | $306.3K | 0.13% | +1+0.1% | Added |
| Fort, L.P. | 1,143 | $307.2K | 0.85% | −12−1.0% | Reduced |
| Smith Shellnut Wilson LLC | 1,144 | $307.5K | 0.19% | 00.0% | Unchanged |
| Camden National Bank | 1,144 | $307.5K | 0.06% | 00.0% | Unchanged |
| De Burlo Group Inc | 1,145 | $307.7K | 0.05% | 00.0% | Unchanged |
| Connolly Sarah T. | 1,150 | $309.1K | 0.20% | −75−6.1% | Reduced |
| 9258 Wealth Management, LLC | 1,153 | $309.8K | 0.06% | −2−0.2% | Reduced |
| SignalPoint Asset Management, LLC | 1,154 | $310.2K | 0.10% | +23+2.0% | Added |
| First Community Trust NA | 1,157 | $311.0K | 0.36% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 1,159 | $311.5K | 0.26% | +9+0.8% | Added |
| Capitol Family Office, Inc. | 1,160 | $311.8K | 0.59% | 00.0% | Unchanged |
| ETF Store, Inc. | 1,100 | $311.9K | 0.22% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,166 | $313.0K | 0.01% | +119+11.4% | Added |
| Syntegra Private Wealth Group, LLC | 1,166 | $313.4K | 0.05% | −96−7.6% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,167 | $313.6K | 0.22% | +27+2.4% | Added |
| Gray Wealth Management Inc. | 1,169 | $314.1K | 0.16% | −37−3.1% | Reduced |
| Alpha Financial Partners, LLC | 1,170 | $314.4K | 0.37% | +25+2.2% | Added |
| Klingman & Associates, LLC | 1,173 | $315.3K | 0.03% | −27−2.3% | Reduced |
| American Financial Advisors, LLC | 1,173 | $315.3K | 0.05% | +8+0.7% | Added |
| Independence Bank of Kentucky | 1,175 | $315.8K | 0.13% | −125−9.6% | Reduced |
| Mirador Capital Partners LP | 1,176 | $316.2K | 0.07% | −177−13.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,177 | $316.4K | 0.13% | −49−4.0% | Reduced |
| Cahaba Wealth Management, Inc. | 1,177 | $316.4K | 0.03% | −627−34.8% | Reduced |
| Silver Oak Securities, Inc | 1,179 | $316.9K | 0.07% | −3,542−75.0% | Reduced |
| Two Sigma Securities, LLC | 1,180 | $317.1K | 0.01% | −3,845−76.5% | Reduced |
| Hollow Brook Wealth Management LLC | 1,180 | $317.1K | 0.13% | 00.0% | Unchanged |
| Diversified, LLC | 1,182 | $317.8K | 0.08% | +21+1.8% | Added |
| Slagle Financial, LLC | 1,184 | $318.1K | 0.19% | +1,184 | New |
| Curi Capital | 1,192 | $320.4K | 0.05% | −278−18.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 1,195 | $321.2K | 0.03% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 1,200 | $322.0K | 0.03% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 1,200 | $322.5K | 0.04% | 00.0% | Unchanged |
| Ade, LLC | 1,200 | $322.5K | 0.24% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,200 | $322.5K | 0.08% | +1,200 | New |
| Partners Capital Investment Group, LLP | 1,202 | $323.1K | 0.01% | +1,202 | New |
| Asset Planning Corporation | 1,208 | $324.7K | 0.25% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,212 | $325.6K | 0.04% | +33+2.8% | Added |
| Omega Financial Group, LLC | 1,215 | $326.5K | 0.16% | +15+1.3% | Added |
| Centaurus Financial, Inc. | 1,218 | $327.0K | 0.03% | +142+13.2% | Added |
| BIP Wealth, LLC | 1,217 | $327.1K | 0.03% | +16+1.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,222 | $328.0K | 0.01% | +1,222 | New |
| Coastal Investment Advisors, Inc. | 1,478 | $328.1K | 0.08% | −70−4.5% | Reduced |
| First Interstate Bank | 1,221 | $328.2K | 0.03% | +20+1.7% | Added |
| Davidson Investment Advisors | 1,223 | $328.7K | 0.02% | +1,223 | New |
| Oberweis Asset Management Inc | 1,224 | $328.9K | 0.03% | −159−11.5% | Reduced |
| Cornerstone Wealth Management, LLC | 1,226 | $329.0K | 0.03% | +153+14.3% | Added |
| Parthenon LLC | 1,227 | $329.8K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,234 | $331.6K | 0.05% | +193+18.5% | Added |
| Anchor Capital Advisors LLC | 1,235 | $331.9K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,235 | $331.9K | 0.04% | 00.0% | Unchanged |
| Boston Research & Management Inc | 1,237 | $332.0K | 0.10% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,478 | $333.9K | 0.06% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,243 | $334.2K | 0.08% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 1,244 | $334.3K | 0.14% | +33+2.7% | Added |
| Silvant Capital Management LLC | 1,245 | $334.6K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,250 | $336.0K | 0.06% | −1−0.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,255 | $337.2K | 0.35% | +103+8.9% | Added |
| Lodestar Private Asset Management LLC | 1,261 | $338.8K | 0.06% | −96−7.1% | Reduced |
| Levy Wealth Management Group, LLC | 1,261 | $338.9K | 0.11% | +7+0.6% | Added |
| West Branch Capital LLC | 1,261 | $338.9K | 0.18% | +1+0.1% | Added |
| Certified Advisory Corp | 7,904 | $340.8K | 0.06% | +6,628+519.4% | Added |
| Spartan Planning & Wealth Management | 1,271 | $341.6K | 0.40% | +1,271 | New |
| LifeSteps Financial, Inc. | 1,278 | $343.5K | 0.35% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 1,280 | $344.0K | 0.16% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 1,281 | $344.4K | 0.54% | −94−6.8% | Reduced |
| West Paces Advisors Inc. | 1,285 | $345.4K | 0.11% | −227−15.0% | Reduced |
| Lowell Blake & Associates Inc. | 1,285 | $345.6K | 0.10% | 00.0% | Unchanged |
| Transform Wealth, LLC | 1,290 | $346.8K | 0.04% | −61−4.5% | Reduced |
| Provence Wealth Management Group | 1,291 | $347.0K | 0.21% | −92−6.7% | Reduced |
| Key Financial Inc | 1,292 | $347.2K | 0.12% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,292 | $347.2K | 0.05% | +1,292 | New |
| Sargent Investment Group, LLC | 1,298 | $348.9K | 0.08% | +15+1.2% | Added |
| Nicolet Bankshares Inc | 1,299 | $349.1K | 0.11% | 00.0% | Unchanged |
| Verum Partners LLC | 1,299 | $349.1K | 0.16% | −823−38.8% | Reduced |