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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 10,397 | $2.99M | 0.41% | −91−0.9% | Reduced |
| Aire Advisors, LLC | 10,400 | $3.00M | 0.74% | −176−1.7% | Reduced |
| NorthRock Partners, LLC | 10,420 | $3.00M | 0.13% | +6,556+169.7% | Added |
| Connable Office Inc | 10,435 | $3.01M | 0.36% | −49−0.5% | Reduced |
| Shoker Investment Counsel, Inc. | 10,445 | $3.01M | 1.16% | +20+0.2% | Added |
| Moneta Group Investment Advisors LLC | 10,467 | $3.01M | 0.06% | +446+4.5% | Added |
| Transcend Wealth Collective, LLC | 10,501 | $3.02M | 0.27% | −101−1.0% | Reduced |
| SageView Advisory Group, LLC | 9,652 | $3.04M | 0.13% | +1,668+20.9% | Added |
| Agf Management Ltd | 10,572 | $3.04M | 0.02% | −1,389−11.6% | Reduced |
| Arrow Financial Corp | 10,574 | $3.05M | 0.32% | −280−2.6% | Reduced |
| HighPoint Advisor Group LLC | 10,924 | $3.07M | 0.22% | +10,924 | New |
| Gries Financial LLC | 10,749 | $3.10M | 0.68% | +174+1.6% | Added |
| Nomura Holdings Inc | 10,778 | $3.10M | 0.03% | +10,778 | New |
| Snowden Capital Advisors LLC | 10,807 | $3.11M | 0.12% | +355+3.4% | Added |
| John G Ullman & Associates Inc | 10,814 | $3.11M | 0.49% | −130−1.2% | Reduced |
| NTV Asset Management LLC | 10,927 | $3.15M | 0.53% | −77−0.7% | Reduced |
| Stonegate Investment Group, LLC | 10,963 | $3.16M | 0.10% | −467−4.1% | Reduced |
| Ballentine Partners, LLC | 11,034 | $3.18M | 0.06% | +1,225+12.5% | Added |
| Donaldson Capital Management, LLC | 11,057 | $3.18M | 0.14% | −4,670−29.7% | Reduced |
| Strategic Global Advisors, LLC | 11,084 | $3.19M | 0.73% | −7,930−41.7% | Reduced |
| Legacy Advisors, LLC | 11,155 | $3.21M | 0.41% | −3,021−21.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,156 | $3.21M | 0.27% | −659−5.6% | Reduced |
| Engineers Gate Manager LP | 11,185 | $3.22M | 0.09% | +11,185 | New |
| GLOBALT Investments LLC | 11,187 | $3.22M | 0.13% | +11,187 | New |
| RFG Advisory, LLC | 11,188 | $3.22M | 0.13% | −537−4.6% | Reduced |
| Harrington Investments, INC | 11,199 | $3.23M | 2.00% | −231−2.0% | Reduced |
| Ellerson Group Inc | 11,275 | $3.25M | 2.82% | +80+0.7% | Added |
| Gs Investments, Inc. | 11,286 | $3.25M | 1.70% | +35+0.3% | Added |
| Marex Group plc | 11,290 | $3.25M | 0.13% | +11,290 | New |
| DFPG Investments, LLC | 10,859 | $3.27M | 0.25% | +4,415+68.5% | Added |
| LaFleur & Godfrey LLC | 11,338 | $3.27M | 0.49% | +380+3.5% | Added |
| Kinsale Capital Group, Inc. | 11,348 | $3.27M | 1.62% | +2,814+33.0% | Added |
| Invesco, LLC | 11,385 | $3.28M | 1.52% | −10.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 11,388 | $3.28M | 1.02% | +275+2.5% | Added |
| Wendell David Associates Inc | 11,425 | $3.29M | 0.35% | +30+0.3% | Added |
| IHT Wealth Management, LLC | 11,429 | $3.29M | 0.15% | −947−7.7% | Reduced |
| Liberty One Investment Management, LLC | 11,475 | $3.30M | 0.41% | +534+4.9% | Added |
| D L Carlson Investment Group Inc | 11,460 | $3.31M | 0.67% | +10,332+916.0% | Added |
| Gouws Capital LLC | 11,505 | $3.31M | 2.70% | +3,205+38.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,515 | $3.32M | 0.65% | +141+1.2% | Added |
| Wealthcare Advisory Partners LLC | 11,546 | $3.33M | 0.13% | +252+2.2% | Added |
| Resonant Capital Advisors, LLC | 11,573 | $3.33M | 0.32% | −1,073−8.5% | Reduced |
| Bank Ozk | 11,576 | $3.33M | 1.63% | +145+1.3% | Added |
| Ascent Group, LLC | 11,419 | $3.36M | 0.32% | +326+2.9% | Added |
| Alan B. Lancz & Associates, Inc. | 11,675 | $3.36M | 3.53% | −100−0.8% | Reduced |
| Sowell Financial Services LLC | 11,692 | $3.37M | 0.18% | −794−6.4% | Reduced |
| Financial Sense Advisors, Inc. | 11,728 | $3.38M | 1.27% | +943+8.7% | Added |
| Leibman Financial Services, Inc. | 11,746 | $3.38M | 2.82% | +11,746 | New |
| Valueworks LLC | 11,775 | $3.39M | 1.15% | −359−3.0% | Reduced |
| First Dallas Securities Inc. | 11,778 | $3.39M | 1.75% | +10,679+971.7% | Added |
| Violich Capital Management, Inc. | 11,780 | $3.39M | 0.55% | −2,500−17.5% | Reduced |
| Convergence Investment Partners, LLC | 11,790 | $3.40M | 1.77% | −313−2.6% | Reduced |
| Capital Investment Advisory Services, LLC | 11,888 | $3.42M | 0.32% | −146−1.2% | Reduced |
| First Bank & Trust | 11,895 | $3.43M | 0.83% | −1,438−10.8% | Reduced |
| Perigon Wealth Management, LLC | 11,921 | $3.43M | 0.11% | +25+0.2% | Added |
| Uniplan Investment Counsel, Inc. | 11,923 | $3.44M | 0.26% | +11,923 | New |
| Citizens Financial Group Inc | 11,943 | $3.44M | 0.12% | +943+8.6% | Added |
| Vickerman Investment Advisors, Inc. | 12,021 | $3.46M | 1.18% | −495−4.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 12,077 | $3.48M | 0.08% | +2,652+28.1% | Added |
| Semmax Financial Advisors Inc. | 11,994 | $3.48M | 1.27% | −1,226−9.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 12,105 | $3.49M | 0.43% | −261−2.1% | Reduced |
| Americana Partners, LLC | 12,104 | $3.49M | 0.33% | +4,488+58.9% | Added |
| StoneX Group Inc. | 12,124 | $3.49M | 0.35% | +888+7.9% | Added |
| Brick & Kyle, Associates | 12,134 | $3.50M | 1.74% | −11−0.1% | Reduced |
| Ritholtz Wealth Management | 12,143 | $3.50M | 0.14% | −1,826−13.1% | Reduced |
| HBK Sorce Advisory LLC | 12,147 | $3.50M | 0.14% | −179−1.5% | Reduced |
| Public Sector Pension Investment Board | 12,152 | $3.50M | 0.03% | −45,145−78.8% | Reduced |
| Equitable Trust Co | 12,173 | $3.51M | 0.26% | +10,064+477.2% | Added |
| Nova R Wealth, Inc. | 12,239 | $3.53M | 2.22% | +20.0% | Added |
| Mather Group, LLC. | 12,262 | $3.53M | 0.06% | +1,146+10.3% | Added |
| Kensington Investment Counsel, LLC | 12,326 | $3.55M | 1.86% | +1,792+17.0% | Added |
| Osborne Partners Capital Management, LLC | 12,365 | $3.56M | 0.23% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 12,440 | $3.58M | 1.77% | −224−1.8% | Reduced |
| Mission Wealth Management, LP | 12,553 | $3.62M | 0.12% | +1,022+8.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 12,563 | $3.62M | 0.02% | +905+7.8% | Added |
| Institute for Wealth Management, LLC. | 12,594 | $3.63M | 0.59% | −131−1.0% | Reduced |
| Laurion Capital Management LP | 12,611 | $3.63M | 0.13% | +12,611 | New |
| Tokio Marine Asset Management Co Ltd | 12,685 | $3.65M | 0.20% | +554+4.6% | Added |
| Leavell Investment Management, Inc. | 12,712 | $3.66M | 0.23% | +1,324+11.6% | Added |
| Legato Capital Management LLC | 12,739 | $3.67M | 0.48% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 12,742 | $3.67M | 0.18% | +222+1.8% | Added |
| Trinity Legacy Partners, LLC | 12,767 | $3.68M | 1.16% | +36+0.3% | Added |
| Freestone Capital Holdings, LLC | 12,776 | $3.68M | 0.17% | −218−1.7% | Reduced |
| GSB Wealth Management, LLC | 12,781 | $3.68M | 1.13% | −114−0.9% | Reduced |
| Sheets Smith Wealth Management | 12,790 | $3.68M | 0.52% | −520−3.9% | Reduced |
| Exeter Financial, LLC | 11,994 | $3.69M | 1.79% | +327+2.8% | Added |
| Mesirow Financial Investment Management, Inc. | 12,816 | $3.69M | 0.13% | +12,816 | New |
| Avantax Planning Partners, Inc. | 12,851 | $3.70M | 0.14% | −376−2.8% | Reduced |
| Letson Investment Management, Inc. | 12,860 | $3.70M | 1.72% | +12,860 | New |
| Studio Investment Management LLC | 12,898 | $3.71M | 0.95% | +462+3.7% | Added |
| Verdence Capital Advisors LLC | 12,923 | $3.72M | 0.36% | −2,108−14.0% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 12,993 | $3.74M | 1.09% | −910−6.5% | Reduced |
| Terry L. Blaker | 13,007 | $3.75M | 0.31% | −251−1.9% | Reduced |
| Canandaigua National Bank & Trust Co | 13,007 | $3.75M | 0.58% | −333−2.5% | Reduced |
| Iowa State Bank | 13,050 | $3.76M | 0.90% | +1,246+10.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 13,104 | $3.77M | 0.44% | +238+1.8% | Added |
| Bull Street Advisors, LLC | 13,215 | $3.81M | 1.93% | −10−0.1% | Reduced |
| Community Trust & Investment Co | 13,222 | $3.81M | 0.29% | −176−1.3% | Reduced |
| Caxton Associates LP | 13,279 | $3.82M | 0.20% | +9,804+282.1% | Added |
| Nations Financial Group Inc, | 13,286 | $3.83M | 0.35% | −1,310−9.0% | Reduced |