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 |
|---|---|---|---|---|---|
| Wharton Business Group, LLC | 1,124 | $324.0K | 0.02% | 00.0% | Unchanged |
| Bensler, LLC | 1,117 | $321.7K | 0.05% | +27+2.5% | Added |
| Old Port Advisors | 1,114 | $320.9K | 0.11% | +329+41.9% | Added |
| Mosley Wealth Management | 1,108 | $319.1K | 0.31% | +1,108 | New |
| Progressive Investment Management Corp | 1,105 | $318.3K | 0.09% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 1,105 | $318.3K | 0.31% | +1,105 | New |
| Truvestments Capital LLC | 1,098 | $316.2K | 0.14% | +1,098 | New |
| One Wealth Advisors, LLC | 1,097 | $316.0K | 0.06% | −298−21.4% | Reduced |
| Delta Asset Management LLC | 1,096 | $315.7K | 0.03% | −28−2.5% | Reduced |
| Optas, LLC | 1,091 | $314.2K | 0.09% | +166+17.9% | Added |
| Optimist Retirement Group LLC | 1,088 | $313.4K | 0.20% | +1,088 | New |
| Lakeside Advisors, INC. | 1,087 | $313.2K | 0.22% | +2+0.2% | Added |
| Detalus Advisors, LLC | 1,086 | $312.8K | 0.13% | +38+3.6% | Added |
| Kaye Capital Management | 1,009 | $312.6K | 0.14% | +1+0.1% | Added |
| Fort, L.P. | 1,081 | $311.4K | 0.77% | −62−5.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,081 | $311.4K | 0.17% | +237+28.1% | Added |
| Cornerstone Wealth Management, LLC | 1,081 | $311.3K | 0.03% | −145−11.8% | Reduced |
| Shilanski & Associates, Inc. | 1,080 | $311.1K | 0.12% | −60−5.3% | Reduced |
| Cora Capital Advisors LLC | 1,079 | $310.8K | 0.18% | +9+0.8% | Added |
| Waterford Advisors, LLC | 1,078 | $310.5K | 0.15% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,077 | $310.2K | 0.33% | −194−15.3% | Reduced |
| Southeast Asset Advisors Inc. | 1,075 | $309.7K | 0.04% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 1,075 | $309.6K | 0.04% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,074 | $309.3K | 0.07% | −27−2.5% | Reduced |
| AlphaMark Advisors, LLC | 1,073 | $309.0K | 0.12% | +28+2.7% | Added |
| Oberweis Asset Management Inc | 1,069 | $308.0K | 0.03% | −155−12.7% | Reduced |
| De Burlo Group Inc | 1,145 | $307.7K | 0.05% | 00.0% | Unchanged |
| LCM Capital Management Inc | 1,063 | $306.2K | 0.22% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,063 | $306.1K | 0.03% | −114−9.7% | Reduced |
| Sivia Capital Partners, LLC | 1,063 | $306.1K | 0.23% | +1,063 | New |
| Hemenway Trust Co LLC | 1,062 | $305.9K | 0.03% | +1,062 | New |
| Pacifica Partners Inc. | 1,123 | $304.2K | 0.15% | +180+19.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,052 | $303.2K | 0.22% | −42−3.8% | Reduced |
| Firestone Capital Management | 1,051 | $302.6K | 0.09% | +6+0.6% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,050 | $302.4K | 0.13% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,049 | $302.1K | 0.21% | +1,049 | New |
| Creekmur Asset Management LLC | 1,049 | $302.1K | 0.09% | +1,049 | New |
| Cahill Financial Advisors Inc | 1,045 | $300.9K | 0.04% | +1,045 | New |
| Pegasus Partners Ltd. | 1,042 | $300.1K | 0.04% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 1,042 | $300.1K | 0.30% | +1,042 | New |
| Private Capital Management LLC | 1,041 | $299.8K | 0.07% | +30+3.0% | Added |
| Stone Run Capital, LLC | 1,039 | $299.3K | 0.13% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 1,038 | $299.0K | 0.08% | −5−0.5% | Reduced |
| Financial Advisory Group | 1,037 | $298.6K | 0.06% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,036 | $298.4K | 0.27% | −5−0.5% | Reduced |
| Barrett & Company, Inc. | 1,035 | $298.1K | 0.16% | +3+0.3% | Added |
| Steele Capital Management, Inc. | 1,031 | $297.1K | 0.02% | +1,031 | New |
| Abound Wealth Management | 1,029 | $296.3K | 0.12% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 1,028 | $296.1K | 0.09% | +1,028 | New |
| Holistic Financial Partners | 1,026 | $295.5K | 0.18% | +1,026 | New |
| Marion Wealth Management | 1,025 | $295.2K | 0.09% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,023 | $295.0K | 0.01% | −143−12.3% | Reduced |
| BCK Partners, Inc. | 1,022 | $294.4K | 0.17% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,019 | $293.5K | 0.03% | +56+5.8% | Added |
| Sargent Investment Group, LLC | 1,014 | $292.1K | 0.06% | −284−21.9% | Reduced |
| Paragon Private Wealth Management, LLC | 1,013 | $291.8K | 0.20% | +1,013 | New |
| Lewis Asset Management, LLC | 1,011 | $291.2K | 0.27% | +1,011 | New |
| Financial Network Wealth Management LLC | 1,012 | $291.0K | 0.13% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,004 | $289.0K | 0.01% | 00.0% | Unchanged |
| Benin Management CORP | 1,002 | $288.6K | 0.10% | +7+0.7% | Added |
| Gimbal Financial | 1,002 | $288.6K | 0.29% | +1,002 | New |
| Cardinal Capital Management, Inc. | 1,000 | $288.0K | 0.01% | −1,425−58.8% | Reduced |
| Requisite Capital Management, LLC | 1,000 | $288.0K | 0.07% | −428−30.0% | Reduced |
| ETF Store, Inc. | 1,000 | $288.0K | 0.19% | −100−9.1% | Reduced |
| Bridgecreek Investment Management, LLC | 1,000 | $288.0K | 0.06% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,000 | $288.0K | 0.20% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,000 | $288.0K | 0.24% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 999 | $287.8K | 0.02% | +34+3.5% | Added |
| Blackston Financial Advisory Group, LLC | 998 | $287.5K | 0.18% | −169−14.5% | Reduced |
| JFS Wealth Advisors, LLC | 997 | $287.0K | 0.02% | +24+2.5% | Added |
| Frisch Financial Group, Inc. | 997 | $287.0K | 0.11% | +7+0.7% | Added |
| Private Portfolio Partners LLC | 995 | $286.5K | 0.07% | +31+3.2% | Added |
| Index Fund Advisors, Inc. | 990 | $285.1K | 0.02% | +200+25.3% | Added |
| Boyd Watterson Asset Management LLC | 989 | $284.9K | 0.11% | −5−0.5% | Reduced |
| Renaissance Group LLC | 990 | $284.9K | 0.01% | +15+1.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 988 | $284.6K | 0.03% | +1+0.1% | Added |
| Vista Private Wealth Partners. LLC | 933 | $284.1K | 0.15% | −105−10.1% | Reduced |
| Crew Capital Management, Ltd. | 985 | $283.7K | 0.29% | +985 | New |
| Capital Advisors Wealth Management, LLC | 984 | $283.4K | 0.06% | +6+0.6% | Added |
| Green Square Capital Advisors LLC | 983 | $283.1K | 0.04% | −20−2.0% | Reduced |
| XTX Topco Ltd | 983 | $283.1K | 0.06% | +60+6.5% | Added |
| Austin Private Wealth, LLC | 981 | $282.6K | 0.04% | +2+0.2% | Added |
| Gables Capital Management Inc. | 981 | $282.5K | 0.18% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 980 | $282.2K | 0.07% | +1+0.1% | Added |
| Keener Financial Planning LLC | 977 | $281.0K | 0.22% | +977 | New |
| Cubic Asset Management, LLC | 975 | $280.8K | 0.07% | −20−2.0% | Reduced |
| Core Wealth Partners LLC | 975 | $280.8K | 0.23% | +25+2.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 972 | $280.0K | 0.11% | +972 | New |
| Hillsdale Investment Management Inc. | 970 | $279.4K | 0.02% | +320+49.2% | Added |
| Fidelity D & D Bancorp Inc | 968 | $278.8K | 0.22% | −75−7.2% | Reduced |
| Live Oak Investment Partners | – | $278.8K | 0.25% | – | – |
| Poehling Capital Management, LLC | 967 | $278.5K | 0.09% | +7+0.7% | Added |
| Invenio Wealth Partners LLC | 964 | $277.7K | 0.20% | +135+16.3% | Added |
| Key Client Fiduciary Advisors, LLC | 961 | $276.7K | 0.16% | −47−4.7% | Reduced |
| Sit Investment Associates Inc | 960 | $276.0K | 0.01% | −50−5.0% | Reduced |
| Buckingham Capital Management, Inc. | 958 | $275.9K | 0.04% | +8+0.8% | Added |
| Barr E S & Co | 957 | $275.6K | 0.02% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 957 | $275.6K | 0.02% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 956 | $275.3K | 1.09% | −8−0.8% | Reduced |
| Pettinga Financial Advisors, LLC | 953 | $274.5K | 0.07% | +150+18.7% | Added |