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 |
|---|---|---|---|---|---|
| Family Legacy, Inc. | 13,742 | $3.96M | 1.51% | −7−0.1% | Reduced |
| Chelsea Counsel Co | 13,742 | $3.96M | 2.10% | −703−4.9% | Reduced |
| Signature Wealth Management Group | 13,720 | $3.95M | 1.83% | +13,720 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 13,715 | $3.95M | 0.12% | −3,592−20.8% | Reduced |
| Granite Bay Wealth Management, LLC | 14,490 | $3.95M | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 13,662 | $3.93M | 0.25% | −5,491−28.7% | Reduced |
| Resources Investment Advisors, LLC. | 13,627 | $3.92M | 0.07% | −3,760−21.6% | Reduced |
| Gifford Fong Associates | 13,609 | $3.92M | 0.83% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12,898 | $3.91M | 0.16% | +1,114+9.5% | Added |
| apricus wealth, LLC | 13,586 | $3.91M | 2.98% | −302−2.2% | Reduced |
| Lincoln National Corp | 13,516 | $3.89M | 0.07% | +1,685+14.2% | Added |
| Van Hulzen Asset Management, LLC | 13,495 | $3.89M | 0.27% | +102+0.8% | Added |
| Zhang Financial LLC | 13,480 | $3.88M | 0.33% | +617+4.8% | Added |
| CoreCap Advisors, LLC | 13,456 | $3.88M | 0.25% | +8,231+157.5% | Added |
| Pathway Financial Advisers, LLC | 13,429 | $3.87M | 1.47% | −34−0.3% | Reduced |
| Sweet Financial Partners, LLC | 13,414 | $3.86M | 0.92% | +279+2.1% | Added |
| FinTrust Capital Advisors, LLC | 13,370 | $3.85M | 0.77% | +4,534+51.3% | Added |
| Horan Capital Advisors, LLC. | 13,334 | $3.84M | 1.41% | −604−4.3% | Reduced |
| Hudson Value Partners, LLC | 13,330 | $3.84M | 1.79% | +8,510+176.6% | Added |
| Nations Financial Group Inc, | 13,286 | $3.83M | 0.35% | −1,310−9.0% | Reduced |
| Caxton Associates LP | 13,279 | $3.82M | 0.20% | +9,804+282.1% | Added |
| Community Trust & Investment Co | 13,222 | $3.81M | 0.29% | −176−1.3% | Reduced |
| Bull Street Advisors, LLC | 13,215 | $3.81M | 1.93% | −10−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 13,104 | $3.77M | 0.44% | +238+1.8% | Added |
| Iowa State Bank | 13,050 | $3.76M | 0.90% | +1,246+10.6% | Added |
| Canandaigua National Bank & Trust Co | 13,007 | $3.75M | 0.58% | −333−2.5% | Reduced |
| Terry L. Blaker | 13,007 | $3.75M | 0.31% | −251−1.9% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 12,993 | $3.74M | 1.09% | −910−6.5% | Reduced |
| Verdence Capital Advisors LLC | 12,923 | $3.72M | 0.36% | −2,108−14.0% | Reduced |
| Studio Investment Management LLC | 12,898 | $3.71M | 0.95% | +462+3.7% | Added |
| Letson Investment Management, Inc. | 12,860 | $3.70M | 1.72% | +12,860 | New |
| Avantax Planning Partners, Inc. | 12,851 | $3.70M | 0.14% | −376−2.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 12,816 | $3.69M | 0.13% | +12,816 | New |
| Exeter Financial, LLC | 11,994 | $3.69M | 1.79% | +327+2.8% | Added |
| Sheets Smith Wealth Management | 12,790 | $3.68M | 0.52% | −520−3.9% | Reduced |
| GSB Wealth Management, LLC | 12,781 | $3.68M | 1.13% | −114−0.9% | Reduced |
| Freestone Capital Holdings, LLC | 12,776 | $3.68M | 0.17% | −218−1.7% | Reduced |
| Trinity Legacy Partners, LLC | 12,767 | $3.68M | 1.16% | +36+0.3% | Added |
| Lake Street Advisors Group, LLC | 12,742 | $3.67M | 0.18% | +222+1.8% | Added |
| Legato Capital Management LLC | 12,739 | $3.67M | 0.48% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 12,712 | $3.66M | 0.23% | +1,324+11.6% | Added |
| Tokio Marine Asset Management Co Ltd | 12,685 | $3.65M | 0.20% | +554+4.6% | Added |
| Laurion Capital Management LP | 12,611 | $3.63M | 0.13% | +12,611 | New |
| Institute for Wealth Management, LLC. | 12,594 | $3.63M | 0.59% | −131−1.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 12,563 | $3.62M | 0.02% | +905+7.8% | Added |
| Mission Wealth Management, LP | 12,553 | $3.62M | 0.12% | +1,022+8.9% | Added |
| Aull & Monroe Investment Management Corp | 12,440 | $3.58M | 1.77% | −224−1.8% | Reduced |
| Osborne Partners Capital Management, LLC | 12,365 | $3.56M | 0.23% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 12,326 | $3.55M | 1.86% | +1,792+17.0% | Added |
| Mather Group, LLC. | 12,262 | $3.53M | 0.06% | +1,146+10.3% | Added |
| Nova R Wealth, Inc. | 12,239 | $3.53M | 2.22% | +20.0% | Added |
| Equitable Trust Co | 12,173 | $3.51M | 0.26% | +10,064+477.2% | Added |
| Public Sector Pension Investment Board | 12,152 | $3.50M | 0.03% | −45,145−78.8% | Reduced |
| HBK Sorce Advisory LLC | 12,147 | $3.50M | 0.14% | −179−1.5% | Reduced |
| Ritholtz Wealth Management | 12,143 | $3.50M | 0.14% | −1,826−13.1% | Reduced |
| Brick & Kyle, Associates | 12,134 | $3.50M | 1.74% | −11−0.1% | Reduced |
| StoneX Group Inc. | 12,124 | $3.49M | 0.35% | +888+7.9% | Added |
| Americana Partners, LLC | 12,104 | $3.49M | 0.33% | +4,488+58.9% | Added |
| Strategic Wealth Partners, Ltd. | 12,105 | $3.49M | 0.43% | −261−2.1% | Reduced |
| Semmax Financial Advisors Inc. | 11,994 | $3.48M | 1.27% | −1,226−9.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 12,077 | $3.48M | 0.08% | +2,652+28.1% | Added |
| Vickerman Investment Advisors, Inc. | 12,021 | $3.46M | 1.18% | −495−4.0% | Reduced |
| Citizens Financial Group Inc | 11,943 | $3.44M | 0.12% | +943+8.6% | Added |
| Uniplan Investment Counsel, Inc. | 11,923 | $3.44M | 0.26% | +11,923 | New |
| Perigon Wealth Management, LLC | 11,921 | $3.43M | 0.11% | +25+0.2% | Added |
| First Bank & Trust | 11,895 | $3.43M | 0.83% | −1,438−10.8% | Reduced |
| Capital Investment Advisory Services, LLC | 11,888 | $3.42M | 0.32% | −146−1.2% | Reduced |
| Convergence Investment Partners, LLC | 11,790 | $3.40M | 1.77% | −313−2.6% | Reduced |
| Violich Capital Management, Inc. | 11,780 | $3.39M | 0.55% | −2,500−17.5% | Reduced |
| First Dallas Securities Inc. | 11,778 | $3.39M | 1.75% | +10,679+971.7% | Added |
| Valueworks LLC | 11,775 | $3.39M | 1.15% | −359−3.0% | Reduced |
| Leibman Financial Services, Inc. | 11,746 | $3.38M | 2.82% | +11,746 | New |
| Financial Sense Advisors, Inc. | 11,728 | $3.38M | 1.27% | +943+8.7% | Added |
| Sowell Financial Services LLC | 11,692 | $3.37M | 0.18% | −794−6.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 11,675 | $3.36M | 3.53% | −100−0.8% | Reduced |
| Ascent Group, LLC | 11,419 | $3.36M | 0.32% | +326+2.9% | Added |
| Bank Ozk | 11,576 | $3.33M | 1.63% | +145+1.3% | Added |
| Resonant Capital Advisors, LLC | 11,573 | $3.33M | 0.32% | −1,073−8.5% | Reduced |
| Wealthcare Advisory Partners LLC | 11,546 | $3.33M | 0.13% | +252+2.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,515 | $3.32M | 0.65% | +141+1.2% | Added |
| Gouws Capital LLC | 11,505 | $3.31M | 2.70% | +3,205+38.6% | Added |
| D L Carlson Investment Group Inc | 11,460 | $3.31M | 0.67% | +10,332+916.0% | Added |
| Liberty One Investment Management, LLC | 11,475 | $3.30M | 0.41% | +534+4.9% | Added |
| IHT Wealth Management, LLC | 11,429 | $3.29M | 0.15% | −947−7.7% | Reduced |
| Wendell David Associates Inc | 11,425 | $3.29M | 0.35% | +30+0.3% | Added |
| Sterling Investment Advisors, Ltd. | 11,388 | $3.28M | 1.02% | +275+2.5% | Added |
| Invesco, LLC | 11,385 | $3.28M | 1.52% | −10.0% | Reduced |
| Kinsale Capital Group, Inc. | 11,348 | $3.27M | 1.62% | +2,814+33.0% | Added |
| LaFleur & Godfrey LLC | 11,338 | $3.27M | 0.49% | +380+3.5% | Added |
| DFPG Investments, LLC | 10,859 | $3.27M | 0.25% | +4,415+68.5% | Added |
| Marex Group plc | 11,290 | $3.25M | 0.13% | +11,290 | New |
| Gs Investments, Inc. | 11,286 | $3.25M | 1.70% | +35+0.3% | Added |
| Ellerson Group Inc | 11,275 | $3.25M | 2.82% | +80+0.7% | Added |
| Harrington Investments, INC | 11,199 | $3.23M | 2.00% | −231−2.0% | Reduced |
| RFG Advisory, LLC | 11,188 | $3.22M | 0.13% | −537−4.6% | Reduced |
| GLOBALT Investments LLC | 11,187 | $3.22M | 0.13% | +11,187 | New |
| Engineers Gate Manager LP | 11,185 | $3.22M | 0.09% | +11,185 | New |
| Procyon Private Wealth Partners, LLC | 11,156 | $3.21M | 0.27% | −659−5.6% | Reduced |
| Legacy Advisors, LLC | 11,155 | $3.21M | 0.41% | −3,021−21.3% | Reduced |
| Strategic Global Advisors, LLC | 11,084 | $3.19M | 0.73% | −7,930−41.7% | Reduced |