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
- 2,719
- +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
- 978 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 | 3,154 | $154.5B |
| Q4 2025 | 3,097 | $146.8B |
| Q3 2025 | 2,827 | $119.4B |
| Q2 2025 | 2,859 | $120.5B |
| Q1 2025 | 2,936 | $133.3B |
| Q4 2024 | 2,866 | $109.1B |
| Q3 2024 | 2,833 | $133.1B |
| Q2 2024 | 2,794 | $128.8B |
| Q1 2024 | 2,723 | $117.2B |
| Q4 2023 | 2,719 | $118.4B |
| Q3 2023 | 2,508 | $109.2B |
| Q2 2023 | 2,395 | $90.1B |
| Q1 2023 | 2,439 | $98.3B |
| Q4 2022 | 2,503 | $106.6B |
| Q3 2022 | 2,324 | $92.4B |
| Q2 2022 | 2,356 | $100.7B |
| Q1 2022 | 2,340 | $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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 2,856 | $822.6K | 0.09% | −15−0.5% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,858 | $823.2K | 0.95% | −225−7.3% | Reduced |
| Sapient Capital LLC | 2,864 | $824.9K | 0.02% | +2,864 | New |
| Allen Wealth Management, LLC | 2,869 | $826.3K | 0.81% | +2,869 | New |
| Chemistry Wealth Management LLC | 2,870 | $826.6K | 0.25% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,873 | $827.5K | 0.17% | +53+1.9% | Added |
| Desjardins Global Asset Management Inc. | 2,877 | $828.6K | 0.09% | −480−14.3% | Reduced |
| Transatlantique Private Wealth LLC | 2,877 | $828.6K | 0.39% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,877 | $828.6K | 0.58% | +466+19.3% | Added |
| Proquility Private Wealth Partners, LLC | 2,895 | $833.8K | 0.32% | −711−19.7% | Reduced |
| Capital Wealth Planning, LLC | 2,895 | $833.8K | 0.01% | −278−8.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,902 | $835.8K | 0.14% | −107−3.6% | Reduced |
| New Century Financial Group, LLC | 2,904 | $836.4K | 0.72% | +2,904 | New |
| Mitchell Sinkler & Starr | 2,905 | $836.7K | 0.15% | +600+26.0% | Added |
| Perennial Investment Advisors, LLC | 2,908 | $837.9K | 0.14% | +55+1.9% | Added |
| Garde Capital, Inc. | 2,908 | $838.0K | 0.06% | −2,063−41.5% | Reduced |
| Fiera Capital Corp | 2,910 | $838.1K | 0.00% | +302+11.6% | Added |
| Kathmere Capital Management, LLC | 2,912 | $838.7K | 0.11% | −476−14.0% | Reduced |
| Baxter Bros Inc | 2,923 | $841.9K | 0.12% | +45+1.6% | Added |
| CVA Family Office, LLC | 2,925 | $842.4K | 0.16% | +267+10.0% | Added |
| Westmount Partners, LLC | 2,927 | $843.1K | 0.34% | −31−1.0% | Reduced |
| Strategy Asset Managers LLC | 2,928 | $843.2K | 0.20% | +12+0.4% | Added |
| Vista Investment Management | 2,931 | $844.2K | 0.39% | −11−0.4% | Reduced |
| Accurate Wealth Management, LLC | 2,789 | $845.4K | 0.26% | −135−4.6% | Reduced |
| BlueCrest Capital Management Ltd | 2,939 | $846.5K | 0.14% | +1,198+68.8% | Added |
| Beirne Wealth Consulting Services, LLC | 2,941 | $847.1K | 0.42% | +62+2.2% | Added |
| 1st Source Bank | 2,941 | $847.1K | 0.05% | −231−7.3% | Reduced |
| JSF Financial, LLC | 2,944 | $847.9K | 0.29% | +9+0.3% | Added |
| Quantum Financial Advisors, LLC | 2,954 | $850.8K | 0.21% | +38+1.3% | Added |
| Oxford Financial Group Ltd | 2,954 | $850.8K | 0.06% | +56+1.9% | Added |
| Advisor Resource Council | 2,955 | $851.2K | 0.10% | +2,955 | New |
| Chapin Davis, Inc. | 2,959 | $852.4K | 0.36% | +46+1.6% | Added |
| Reuter James Wealth Management, LLC | 2,961 | $852.8K | 0.58% | −1,597−35.0% | Reduced |
| Patten & Patten Inc | 2,968 | $855.0K | 0.07% | +133+4.7% | Added |
| Summit Financial, LLC | 2,973 | $856.4K | 0.06% | +20+0.7% | Added |
| Rockland Trust Co | 2,981 | $858.6K | 0.05% | −34−1.1% | Reduced |
| Kovack Advisors, Inc. | 2,983 | $859.1K | 0.10% | +141+5.0% | Added |
| Signature Estate & Investment Advisors LLC | 2,988 | $860.0K | 0.03% | +226+8.2% | Added |
| MBA Advisors LLC | 2,995 | $862.6K | 0.48% | −244−7.5% | Reduced |
| Avidian Wealth Solutions, LLC | 2,997 | $863.3K | 0.05% | −136−4.3% | Reduced |
| Northwest Capital Management Inc | 3,002 | $864.6K | 0.29% | +84+2.9% | Added |
| Hemington Wealth Management | 3,050 | $878.0K | 0.34% | +496+19.4% | Added |
| Worth Financial Advisory Group, LLC | 3,049 | $878.2K | 0.70% | −40−1.3% | Reduced |
| D'Orazio & Associates, Inc. | 3,056 | $880.1K | 0.16% | +50+1.7% | Added |
| Allred Capital Management, LLC | 3,063 | $882.1K | 0.38% | −148−4.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,072 | $884.9K | 0.08% | −13−0.4% | Reduced |
| My Legacy Advisors, LLC | 2,925 | $886.6K | 0.32% | +510+21.1% | Added |
| True Wealth Design, LLC | 3,079 | $886.8K | 0.25% | −203−6.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,079 | $886.9K | 0.25% | −34−1.1% | Reduced |
| Ethos Financial Group, LLC | 3,079 | $887.0K | 0.19% | +362+13.3% | Added |
| Fairfield, Bush & Co. | 3,081 | $887.4K | 0.52% | +273+9.7% | Added |
| Guyasuta Investment Advisors Inc | 3,082 | $887.7K | 0.06% | −890−22.4% | Reduced |
| Jones Financial Companies LLLP | 3,084 | $888.4K | 0.00% | +1,171+61.2% | Added |
| Washington Trust Bank | 3,094 | $891.1K | 0.08% | −69−2.2% | Reduced |
| Hexagon Capital Partners LLC | 3,104 | $893.8K | 0.22% | +100+3.3% | Added |
| Legacy Capital Group California, Inc. | 3,107 | $894.9K | 0.35% | −9−0.3% | Reduced |
| Lokken Investment Group LLC | 3,115 | $897.3K | 0.51% | +2,158+225.5% | Added |
| Court Place Advisors, LLC | 3,118 | $898.0K | 0.30% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 3,125 | $900.1K | 0.54% | −100−3.1% | Reduced |
| Montag A & Associates Inc | 3,125 | $900.1K | 0.05% | −37−1.2% | Reduced |
| Midland Wealth Advisors LLC | 3,125 | $900.1K | 0.06% | +3,125 | New |
| Pavion Blue Capital, LLC | 3,156 | $908.9K | 0.50% | −110−3.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,182 | $914.0K | 0.62% | −70−2.2% | Reduced |
| Ellis Investment Partners, LLC | 3,187 | $917.8K | 0.21% | +29+0.9% | Added |
| Moody Aldrich Partners LLC | 3,203 | $922.5K | 0.17% | +4+0.1% | Added |
| Altus Wealth Group LLC | 3,204 | $922.7K | 0.51% | +308+10.6% | Added |
| Bellecapital International Ltd. | 3,219 | $927.1K | 0.21% | −118−3.5% | Reduced |
| Hartline Investment Corp | 3,220 | $927.4K | 0.15% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 3,229 | $930.0K | 0.84% | +545+20.3% | Added |
| Tradition Wealth Management, LLC | 3,234 | $931.0K | 0.10% | +11+0.3% | Added |
| Sage Mountain Advisors LLC | 3,237 | $932.3K | 0.11% | +208+6.9% | Added |
| Icon Wealth Advisors, LLC | 3,241 | $933.6K | 0.10% | +3,241 | New |
| Plato Investment Management Ltd | 3,243 | $934.0K | 1.15% | +3,243 | New |
| Beaton Management Co. Inc. | 3,245 | $935.0K | 0.56% | −50−1.5% | Reduced |
| C2C Wealth Management, LLC | 3,245 | $936.1K | 0.79% | +45+1.4% | Added |
| Alhambra Investment Partners LLC | 3,253 | $936.9K | 0.56% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 3,256 | $937.8K | 0.57% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 3,256 | $937.8K | 0.11% | +142+4.6% | Added |
| Webster Bank, N. A. | 3,270 | $941.8K | 0.12% | +100+3.2% | Added |
| KRS Capital Management, LLC | 3,270 | $942.0K | 0.88% | +420+14.7% | Added |
| Group One Trading, L.P. | 3,280 | $944.7K | 0.03% | +860+35.5% | Added |
| Marshall Financial Group LLC | 3,284 | $945.9K | 0.30% | −58−1.7% | Reduced |
| Arkadios Wealth Advisors | 3,289 | $947.4K | 0.08% | −23−0.7% | Reduced |
| DGS Capital Management, LLC | 3,291 | $948.0K | 0.36% | +55+1.7% | Added |
| Emerald Advisors, LLC | 3,294 | $948.7K | 0.18% | +73+2.3% | Added |
| Colonial Trust Co | 3,300 | $950.4K | 0.20% | +990+42.9% | Added |
| White Lighthouse Investment Management Inc. | 3,300 | $950.5K | 0.21% | +55+1.7% | Added |
| Pensionmark Financial Group, LLC | 3,312 | $953.9K | 0.12% | +1,444+77.3% | Added |
| World Equity Group, Inc. | 3,330 | $959.1K | 0.19% | +636+23.6% | Added |
| Lummis Asset Management, LP | 3,333 | $960.0K | 0.73% | +3,333 | New |
| Phillips Wealth Planners LLC | 3,155 | $960.7K | 1.16% | −319−9.2% | Reduced |
| Regal Investment Advisors LLC | 3,345 | $963.5K | 0.07% | −61−1.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,349 | $964.6K | 0.03% | −80−2.3% | Reduced |
| Northwest Investment Counselors, LLC | 3,353 | $965.6K | 0.26% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 3,377 | $972.6K | 0.22% | +161+5.0% | Added |
| Richwood Investment Advisors, LLC | 3,379 | $973.2K | 0.91% | −110−3.2% | Reduced |
| DMG Group, LLC | 3,391 | $976.7K | 0.92% | −256−7.0% | Reduced |
| Cowa, LLC | 3,391 | $976.7K | 0.61% | +12+0.4% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 3,395 | $977.8K | 0.75% | +3,395 | New |
| Duncker Streett & Co Inc | 3,397 | $978.3K | 0.21% | 00.0% | Unchanged |