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 | 3,155 | $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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 3,507 | $1.01M | 0.41% | +2+0.1% | Added |
| Teamwork Financial Advisors, LLC | 3,505 | $1.01M | 0.17% | −592−14.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,504 | $1.01M | 0.19% | +106+3.1% | Added |
| Scissortail Wealth Management, LLC | 3,220 | $1.01M | 0.32% | +3,220 | New |
| Greenfield Savings Bank | 3,500 | $1.01M | 0.58% | −15−0.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 3,500 | $1.01M | 0.49% | +700+25.0% | Added |
| Cidel Asset Management Inc | 3,494 | $1.01M | 0.04% | +3,494 | New |
| First Foundation Advisors | 3,494 | $1.01M | 0.05% | −1,351−27.9% | Reduced |
| Mork Capital Management, LLC | 3,470 | $999.4K | 0.61% | +260+8.1% | Added |
| Roanoke Asset Management Corp | 3,465 | $998.0K | 0.37% | +100+3.0% | Added |
| Consilium Wealth Advisory, LLC | 3,465 | $998.0K | 0.60% | +1,553+81.2% | Added |
| Arete Wealth Advisors, LLC | 3,446 | $992.6K | 0.08% | −61−1.7% | Reduced |
| Skopos Labs, Inc. | 3,438 | $990.2K | 0.47% | +3,438 | New |
| Houlihan Financial Resource Group, Ltd. | 3,434 | $989.0K | 0.48% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,438 | $983.0K | 0.06% | −44−1.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,400 | $981.0K | 0.44% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 3,405 | $980.7K | 0.08% | +15+0.4% | Added |
| Mirabella Financial Services LLP | 3,404 | $980.4K | 0.14% | +704+26.1% | Added |
| Profit Investment Management, LLC | 3,398 | $978.7K | 0.56% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,397 | $978.3K | 0.21% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 3,395 | $977.8K | 0.75% | +3,395 | New |
| Cowa, LLC | 3,391 | $976.7K | 0.61% | +12+0.4% | Added |
| DMG Group, LLC | 3,391 | $976.7K | 0.92% | −256−7.0% | Reduced |
| Richwood Investment Advisors, LLC | 3,379 | $973.2K | 0.91% | −110−3.2% | Reduced |
| CFM Wealth Partners LLC | 3,377 | $972.6K | 0.22% | +161+5.0% | Added |
| Northwest Investment Counselors, LLC | 3,353 | $965.6K | 0.26% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,349 | $964.6K | 0.03% | −80−2.3% | Reduced |
| Regal Investment Advisors LLC | 3,345 | $963.5K | 0.07% | −61−1.8% | Reduced |
| Phillips Wealth Planners LLC | 3,155 | $960.7K | 1.16% | −319−9.2% | Reduced |
| Lummis Asset Management, LP | 3,333 | $960.0K | 0.73% | +3,333 | New |
| World Equity Group, Inc. | 3,330 | $959.1K | 0.19% | +636+23.6% | Added |
| Pensionmark Financial Group, LLC | 3,312 | $953.9K | 0.12% | +1,444+77.3% | Added |
| White Lighthouse Investment Management Inc. | 3,300 | $950.5K | 0.21% | +55+1.7% | Added |
| Colonial Trust Co | 3,300 | $950.4K | 0.20% | +990+42.9% | Added |
| Emerald Advisors, LLC | 3,294 | $948.7K | 0.18% | +73+2.3% | Added |
| DGS Capital Management, LLC | 3,291 | $948.0K | 0.36% | +55+1.7% | Added |
| Arkadios Wealth Advisors | 3,289 | $947.4K | 0.08% | −23−0.7% | Reduced |
| Marshall Financial Group LLC | 3,284 | $945.9K | 0.30% | −58−1.7% | Reduced |
| Group One Trading, L.P. | 3,280 | $944.7K | 0.03% | +860+35.5% | Added |
| KRS Capital Management, LLC | 3,270 | $942.0K | 0.88% | +420+14.7% | Added |
| Webster Bank, N. A. | 3,270 | $941.8K | 0.12% | +100+3.2% | Added |
| 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 |
| Alhambra Investment Partners LLC | 3,253 | $936.9K | 0.56% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 3,245 | $936.1K | 0.79% | +45+1.4% | Added |
| Beaton Management Co. Inc. | 3,245 | $935.0K | 0.56% | −50−1.5% | Reduced |
| Plato Investment Management Ltd | 3,243 | $934.0K | 1.15% | +3,243 | New |
| Icon Wealth Advisors, LLC | 3,241 | $933.6K | 0.10% | +3,241 | New |
| Sage Mountain Advisors LLC | 3,237 | $932.3K | 0.11% | +208+6.9% | Added |
| Tradition Wealth Management, LLC | 3,234 | $931.0K | 0.10% | +11+0.3% | Added |
| Silvia McColl Wealth Management, LLC | 3,229 | $930.0K | 0.84% | +545+20.3% | Added |
| Hartline Investment Corp | 3,220 | $927.4K | 0.15% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 3,219 | $927.1K | 0.21% | −118−3.5% | Reduced |
| Altus Wealth Group LLC | 3,204 | $922.7K | 0.51% | +308+10.6% | Added |
| Moody Aldrich Partners LLC | 3,203 | $922.5K | 0.17% | +4+0.1% | Added |
| Ellis Investment Partners, LLC | 3,187 | $917.8K | 0.21% | +29+0.9% | Added |
| Hazlett, Burt & Watson, Inc. | 3,182 | $914.0K | 0.62% | −70−2.2% | Reduced |
| Pavion Blue Capital, LLC | 3,156 | $908.9K | 0.50% | −110−3.4% | Reduced |
| 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 |
| Court Place Advisors, LLC | 3,118 | $898.0K | 0.30% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 3,115 | $897.3K | 0.51% | +2,158+225.5% | Added |
| Legacy Capital Group California, Inc. | 3,107 | $894.9K | 0.35% | −9−0.3% | Reduced |
| Hexagon Capital Partners LLC | 3,104 | $893.8K | 0.22% | +100+3.3% | Added |
| Washington Trust Bank | 3,094 | $891.1K | 0.08% | −69−2.2% | Reduced |
| Jones Financial Companies LLLP | 3,084 | $888.4K | 0.00% | +1,171+61.2% | Added |
| Guyasuta Investment Advisors Inc | 3,082 | $887.7K | 0.06% | −890−22.4% | Reduced |
| Fairfield, Bush & Co. | 3,081 | $887.4K | 0.52% | +273+9.7% | Added |
| Ethos Financial Group, LLC | 3,079 | $887.0K | 0.19% | +362+13.3% | Added |
| Legacy Capital Wealth Partners, LLC | 3,079 | $886.9K | 0.25% | −34−1.1% | Reduced |
| True Wealth Design, LLC | 3,079 | $886.8K | 0.25% | −203−6.2% | Reduced |
| My Legacy Advisors, LLC | 2,925 | $886.6K | 0.32% | +510+21.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,072 | $884.9K | 0.08% | −13−0.4% | Reduced |
| Allred Capital Management, LLC | 3,063 | $882.1K | 0.38% | −148−4.6% | Reduced |
| D'Orazio & Associates, Inc. | 3,056 | $880.1K | 0.16% | +50+1.7% | Added |
| Worth Financial Advisory Group, LLC | 3,049 | $878.2K | 0.70% | −40−1.3% | Reduced |
| Hemington Wealth Management | 3,050 | $878.0K | 0.34% | +496+19.4% | Added |
| Northwest Capital Management Inc | 3,002 | $864.6K | 0.29% | +84+2.9% | Added |
| Avidian Wealth Solutions, LLC | 2,997 | $863.3K | 0.05% | −136−4.3% | Reduced |
| MBA Advisors LLC | 2,995 | $862.6K | 0.48% | −244−7.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,988 | $860.0K | 0.03% | +226+8.2% | Added |
| Kovack Advisors, Inc. | 2,983 | $859.1K | 0.10% | +141+5.0% | Added |
| Rockland Trust Co | 2,981 | $858.6K | 0.05% | −34−1.1% | Reduced |
| Summit Financial, LLC | 2,973 | $856.4K | 0.06% | +20+0.7% | Added |
| Patten & Patten Inc | 2,968 | $855.0K | 0.07% | +133+4.7% | Added |
| Reuter James Wealth Management, LLC | 2,961 | $852.8K | 0.58% | −1,597−35.0% | Reduced |
| Chapin Davis, Inc. | 2,959 | $852.4K | 0.36% | +46+1.6% | Added |
| Advisor Resource Council | 2,955 | $851.2K | 0.10% | +2,955 | New |
| Oxford Financial Group Ltd | 2,954 | $850.8K | 0.06% | +56+1.9% | Added |
| Quantum Financial Advisors, LLC | 2,954 | $850.8K | 0.21% | +38+1.3% | Added |
| JSF Financial, LLC | 2,944 | $847.9K | 0.29% | +9+0.3% | Added |
| 1st Source Bank | 2,941 | $847.1K | 0.05% | −231−7.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,941 | $847.1K | 0.42% | +62+2.2% | Added |
| BlueCrest Capital Management Ltd | 2,939 | $846.5K | 0.14% | +1,198+68.8% | Added |
| Accurate Wealth Management, LLC | 2,789 | $845.4K | 0.26% | −135−4.6% | Reduced |
| Vista Investment Management | 2,931 | $844.2K | 0.39% | −11−0.4% | Reduced |
| Strategy Asset Managers LLC | 2,928 | $843.2K | 0.20% | +12+0.4% | Added |
| Westmount Partners, LLC | 2,927 | $843.1K | 0.34% | −31−1.0% | Reduced |
| CVA Family Office, LLC | 2,925 | $842.4K | 0.16% | +267+10.0% | Added |