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, Q4 2023
Institutional positions in Amgen Inc as of Dec 31, 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
- 2,720
- +252 vs. Q3 2023
- Shares held
- 411.2M
- +6.12M (+1.5%) vs. Q3 2023
- Total value
- $118.4B
- +$9.53B (+8.8%) vs. Q3 2023
- New holders
- 341
- 979 more added
- Sold out
- 89
- 1,049 more reduced
41 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Amgen Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 2,052 | $591.0K | 0.07% | +760+58.8% | Added |
| 180 Wealth Advisors, LLC | 1,988 | $591.3K | 0.12% | −87−4.2% | Reduced |
| Connecticut Wealth Management, LLC | 2,064 | $594.5K | 0.03% | +301+17.1% | Added |
| Capital Advisors, Ltd. LLC | 2,080 | $599.0K | 0.08% | +3+0.1% | Added |
| CFO4Life Group, LLC | 2,085 | $600.6K | 0.11% | −198−8.7% | Reduced |
| AdvisorNet Financial, Inc | 2,087 | $601.2K | 0.06% | +78+3.9% | Added |
| Corundum Group, Inc. | 2,091 | $602.3K | 0.30% | +123+6.3% | Added |
| KLR Investment Advisors, LLC | 2,093 | $602.8K | 0.44% | +312+17.5% | Added |
| Burkett Financial Services, LLC | 2,096 | $603.8K | 0.34% | +2,096 | New |
| Magnolia Capital Management Ltd | 2,100 | $605.0K | 0.55% | 00.0% | Unchanged |
| SOL Capital Management CO | 2,107 | $607.0K | 0.08% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,112 | $608.3K | 0.05% | +161+8.3% | Added |
| Donoghue Forlines LLC | 2,118 | $610.0K | 0.19% | −228−9.7% | Reduced |
| Keel Point, LLC | 2,123 | $611.3K | 0.07% | +107+5.3% | Added |
| KG&L Capital Management,LLC | 2,123 | $611.4K | 0.26% | −130−5.8% | Reduced |
| L.M. Kohn & Company | 2,128 | $613.0K | 0.20% | +100+4.9% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,135 | $614.9K | 0.80% | −202−8.6% | Reduced |
| Executive Wealth Group LLC | 2,135 | $615.0K | 0.39% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,136 | $615.4K | 0.17% | −131−5.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,137 | $615.5K | 0.05% | +110+5.4% | Added |
| Tilt Investment Management Holdings, PBC | 2,144 | $617.5K | 0.67% | −10,749−83.4% | Reduced |
| Claro Advisors LLC | 2,146 | $618.1K | 0.13% | −376−14.9% | Reduced |
| Wall Street Access Asset Management, LLC | 2,147 | $618.3K | 0.29% | −148−6.4% | Reduced |
| Whalerock Point Partners, LLC | 2,147 | $618.4K | 0.19% | −200−8.5% | Reduced |
| HF Advisory Group, LLC | 2,147 | $618.5K | 0.40% | −45−2.1% | Reduced |
| Beech Hill Advisors, Inc. | 2,150 | $619.2K | 0.30% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 2,152 | $620.0K | 0.41% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 2,153 | $620.1K | 0.18% | +79+3.8% | Added |
| Ronald Blue Trust, Inc. | 2,312 | $621.0K | 0.01% | −184−7.4% | Reduced |
| Verus Capital Partners, LLC | 2,158 | $621.5K | 0.08% | +58+2.8% | Added |
| Eastern Bank | 2,159 | $621.8K | 0.03% | +137+6.8% | Added |
| Wealth Architects, LLC | 2,159 | $621.9K | 0.09% | −221−9.3% | Reduced |
| RW Investment Management LLC | 2,160 | $622.1K | 0.09% | −113−5.0% | Reduced |
| Kennedy Investment Group | 2,162 | $622.6K | 0.35% | +79+3.8% | Added |
| Simon Quick Advisors, LLC | 2,168 | $624.3K | 0.06% | +118+5.8% | Added |
| PDS Planning, Inc | 2,171 | $625.3K | 0.07% | +57+2.7% | Added |
| FCG Investment Co | 2,171 | $625.3K | 0.61% | +2,171 | New |
| Stokes Capital Advisors, LLC | 2,175 | $626.4K | 0.20% | −80−3.5% | Reduced |
| Banco BTG Pactual S.A. | 2,174 | $627.1K | 0.14% | +241+12.5% | Added |
| US Asset Management LLC | 2,196 | $632.0K | 0.63% | +2,196 | New |
| Park National Corp | 2,199 | $633.4K | 0.03% | −445−16.8% | Reduced |
| Ausdal Financial Partners, Inc. | 2,202 | $634.2K | 0.08% | −519−19.1% | Reduced |
| LWMG, LLC | 2,209 | $636.2K | 0.16% | −139−5.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,210 | $636.5K | 0.26% | 00.0% | Unchanged |
| MWA Asset Management | 2,215 | $637.9K | 0.53% | +61+2.8% | Added |
| DF Dent & Co Inc | 2,217 | $638.5K | 0.01% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 2,225 | $640.8K | 0.16% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,225 | $640.8K | 0.03% | +245+12.4% | Added |
| Monument Capital Management | 2,236 | $644.1K | 0.21% | +66+3.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,246 | $646.8K | 0.29% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 2,481 | $646.9K | 0.02% | +2,377+2,285.6% | Added |
| Citizens Business Bank | 2,247 | $647.2K | 0.14% | −330−12.8% | Reduced |
| Waycross Partners, LLC | 2,250 | $648.0K | 0.12% | −350−13.5% | Reduced |
| Compton Wealth Advisory Group, LLC | 2,253 | $648.9K | 0.20% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,257 | $650.1K | 0.25% | +211+10.3% | Added |
| David Loasby | 2,151 | $651.7K | 0.07% | −654−23.3% | Reduced |
| Home Federal Bank of Tennessee | 2,271 | $654.1K | 0.22% | −7−0.3% | Reduced |
| Schmidt P J Investment Management Inc | 2,099 | $654.3K | 0.13% | +289+16.0% | Added |
| E&G Advisors, LP | 2,272 | $654.4K | 0.23% | −200−8.1% | Reduced |
| Octavia Wealth Advisors, LLC | 2,278 | $656.1K | 0.12% | −22−1.0% | Reduced |
| Rodgers Brothers Inc. | 2,289 | $659.3K | 0.10% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,304 | $659.9K | 0.18% | +2,304 | New |
| Edgemoor Investment Advisors, Inc. | 2,295 | $661.0K | 0.07% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,296 | $661.6K | 0.33% | −35−1.5% | Reduced |
| DCM Advisors, LLC | 2,300 | $662.4K | 0.24% | +2,300 | New |
| RS Crum Inc. | 2,301 | $662.7K | 0.20% | +10.0% | Added |
| Sky Investment Group LLC | 2,303 | $663.3K | 0.14% | 00.0% | Unchanged |
| Well Done, LLC | 2,304 | $663.6K | 0.13% | +31+1.4% | Added |
| Arden Trust Co | 2,307 | $664.5K | 0.10% | −24−1.0% | Reduced |
| SPC Financial, Inc. | 2,307 | $664.5K | 0.07% | −124−5.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,311 | $665.6K | 0.40% | +99+4.5% | Added |
| Woodmont Investment Counsel LLC | 2,313 | $666.2K | 0.06% | +25+1.1% | Added |
| CRA Financial Services, LLC | 2,321 | $668.5K | 0.16% | +13+0.6% | Added |
| TFB Advisors LLC | 2,322 | $668.8K | 0.34% | +2,322 | New |
| Lion Street Advisors, LLC | 2,324 | $669.5K | 0.27% | −2,535−52.2% | Reduced |
| Legacy Private Trust Co. | 2,326 | $669.9K | 0.05% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,213 | $670.4K | 0.20% | +2+0.1% | Added |
| Biltmore Family Office, LLC | 2,333 | $672.0K | 0.14% | 00.0% | Unchanged |
| Hara Capital LLC | 2,334 | $672.2K | 0.47% | +2,334 | New |
| Thrive Wealth Management, LLC | 2,336 | $672.9K | 0.15% | +10.0% | Added |
| ABN AMRO Bank N.V. | 2,328 | $673.8K | 0.01% | −36−1.5% | Reduced |
| Camden Capital, LLC | 2,372 | $683.3K | 0.07% | +786+49.6% | Added |
| Lazari Capital Management, Inc. | 2,379 | $685.1K | 0.39% | −118−4.7% | Reduced |
| CPA Asset Management LLC | 2,380 | $685.5K | 0.42% | −146−5.8% | Reduced |
| Liberty Wealth Management LLC | 2,387 | $687.0K | 0.15% | −108−4.3% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 2,390 | $688.4K | 0.38% | +2,390 | New |
| PDT Partners, LLC | 2,400 | $691.2K | 0.08% | +2,400 | New |
| Means Investment Co., Inc. | 2,403 | $692.0K | 0.10% | +10.0% | Added |
| Roman Butler Fullerton & Co | 2,223 | $693.0K | 0.27% | +18+0.8% | Added |
| Jeppson Wealth Management, LLC | 2,411 | $694.4K | 0.29% | +5+0.2% | Added |
| Founders Financial Alliance, LLC | 2,414 | $695.3K | 0.27% | +4+0.2% | Added |
| First National Corp | 2,420 | $696.9K | 0.17% | +210+9.5% | Added |
| Ridgewood Investments LLC | 2,420 | $697.0K | 0.41% | −371−13.3% | Reduced |
| Quest Partners LLC | 2,422 | $697.6K | 0.15% | +2,422 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,424 | $698.3K | 0.18% | +176+7.8% | Added |
| Formidable Asset Management, LLC | 2,433 | $700.9K | 0.15% | −185−7.1% | Reduced |
| Sunburst Financial Group, LLC | 2,434 | $701.0K | 0.22% | +384+18.7% | Added |
| Soltis Investment Advisors LLC | 2,437 | $701.9K | 0.08% | +61+2.6% | Added |
| NCM Capital Management, LLC | 2,439 | $702.5K | 0.43% | −10−0.4% | Reduced |
| Farmers National Bank | 2,443 | $703.6K | 0.23% | −338−12.2% | Reduced |