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, Q1 2024
Institutional positions in Amgen Inc as of Mar 31, 2024. 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
- 2,724
- +43 vs. Q4 2023
- Shares held
- 413.1M
- +2.68M (+0.7%) vs. Q4 2023
- Total value
- $117.2B
- −$1.01B (−0.9%) vs. Q4 2023
- New holders
- 191
- 1,132 more added
- Sold out
- 148
- 1,018 more reduced
39 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Amgen Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thomas Story & Son LLC | 1,325 | $377.0K | 0.16% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 1,325 | $377.0K | 0.06% | +529+66.5% | Added |
| Elevated Capital Advisors, LLC | 1,328 | $377.5K | 0.11% | +98+8.0% | Added |
| LifeSteps Financial, Inc. | 1,328 | $377.6K | 0.28% | +50+3.9% | Added |
| Central Valley Advisors, LLC | 1,333 | $379.1K | 0.20% | −1−0.1% | Reduced |
| BlueCrest Capital Management Ltd | 1,336 | $379.9K | 0.09% | −1,603−54.5% | Reduced |
| Holland Advisory Services, Inc. | 1,339 | $380.6K | 0.42% | +4+0.3% | Added |
| Walker Asset Management, LLC | 1,340 | $381.1K | 0.25% | +10+0.8% | Added |
| Financial Management Professionals, Inc. | 1,344 | $382.0K | 0.06% | −19−1.4% | Reduced |
| Oakworth Capital, Inc. | 1,344 | $382.1K | 0.03% | −101−7.0% | Reduced |
| Orion Capital Management LLC | 1,345 | $382.4K | 0.20% | +60+4.7% | Added |
| Hourglass Capital, LLC | 1,347 | $383.0K | 0.12% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 1,351 | $384.2K | 0.15% | +215+18.9% | Added |
| Hengehold Capital Management LLC | 1,352 | $384.4K | 0.04% | +2+0.1% | Added |
| Zullo Investment Group, Inc. | 1,352 | $384.5K | 0.18% | +13+1.0% | Added |
| Staley Capital Advisers Inc | 1,360 | $386.7K | 0.02% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,368 | $388.9K | 0.08% | −1−0.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,369 | $389.3K | 0.12% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,369 | $389.3K | 0.04% | +11+0.8% | Added |
| Onefund, LLC | 1,377 | $389.7K | 0.47% | −37−2.6% | Reduced |
| Taylor Hoffman Wealth Management | 1,372 | $390.1K | 0.17% | −425−23.7% | Reduced |
| CM Wealth Advisors LLC | 1,299 | $390.1K | 0.11% | +1,299 | New |
| GenWealth Group, Inc. | 1,374 | $390.7K | 0.10% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 1,374 | $390.7K | 0.24% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,375 | $390.9K | 0.18% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,375 | $390.9K | 0.08% | +175+14.6% | Added |
| Greenwich Wealth Management LLC | 1,377 | $392.0K | 0.03% | +32+2.4% | Added |
| Atlas Capital Advisors LLC | 1,381 | $392.6K | 0.06% | −5,524−80.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,381 | $392.6K | 0.06% | −15−1.1% | Reduced |
| Virtus ETF Advisers LLC | 1,381 | $392.6K | 0.21% | +200+16.9% | Added |
| Centaurus Financial, Inc. | 1,383 | $393.0K | 0.03% | +481+53.3% | Added |
| CNB Bank | 1,388 | $394.6K | 0.19% | −5−0.4% | Reduced |
| Vigilare Wealth Management | 1,390 | $395.2K | 0.19% | −138−9.0% | Reduced |
| Stephens Consulting, LLC | 1,390 | $395.2K | 0.12% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 1,390 | $395.3K | 0.10% | 00.0% | Unchanged |
| Diversified, LLC | 1,391 | $395.6K | 0.05% | +203+17.1% | Added |
| Advisors Preferred, LLC | 1,400 | $396.3K | 0.07% | −154−9.9% | Reduced |
| Roberts Capital Advisors, LLC | 1,395 | $396.6K | 0.38% | +1,395 | New |
| Alta Advisers Ltd | 1,400 | $398.0K | 0.20% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 1,400 | $398.0K | 0.06% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,400 | $398.0K | 0.03% | +430+44.3% | Added |
| Middleton & Co Inc | 1,401 | $398.3K | 0.05% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,411 | $401.2K | 0.25% | −6−0.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 1,420 | $403.7K | 0.19% | +1,420 | New |
| Cyndeo Wealth Partners, LLC | 1,422 | $404.3K | 0.03% | −1,249−46.8% | Reduced |
| Semus Wealth Partners LLC | 1,423 | $404.6K | 0.34% | −19−1.3% | Reduced |
| Charles Schwab Trust Co | 1,424 | $404.9K | 0.04% | −19−1.3% | Reduced |
| EagleClaw Capital Managment, LLC | 1,425 | $405.2K | 0.07% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 1,428 | $406.0K | 0.15% | +87+6.5% | Added |
| Univest Financial Corp | 1,428 | $406.0K | 0.11% | −145−9.2% | Reduced |
| Townsend Asset Management Corp | 1,430 | $406.6K | 0.16% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,431 | $406.9K | 0.11% | +41+2.9% | Added |
| ERTS Wealth Advisors, LLC | 1,432 | $407.1K | 0.08% | −59−4.0% | Reduced |
| Opal Wealth Advisors, LLC | 1,432 | $407.1K | 0.14% | −436−23.3% | Reduced |
| Foster Group, Inc. | 1,433 | $407.5K | 0.02% | +34+2.4% | Added |
| Southern Capital Advisors, LLC | 1,436 | $408.3K | 0.25% | +740+106.3% | Added |
| Heartland Bank & Trust Co | 1,437 | $408.6K | 0.24% | +388+37.0% | Added |
| Ssi Investment Management LLC | 1,438 | $408.9K | 0.03% | −17−1.2% | Reduced |
| Builder Investment Group Inc | 1,440 | $409.4K | 0.12% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,441 | $409.8K | 0.09% | −12−0.8% | Reduced |
| Encompass More Asset Management | 1,445 | $410.8K | 0.34% | +526+57.2% | Added |
| Shepherd Financial Partners LLC | 1,447 | $411.3K | 0.05% | −43−2.9% | Reduced |
| Bedel Financial Consulting, Inc. | 1,447 | $411.4K | 0.06% | −5−0.3% | Reduced |
| Sovereign Financial Group, Inc. | 1,451 | $412.5K | 0.11% | +144+11.0% | Added |
| Nadler Financial Group, Inc. | 1,451 | $412.6K | 0.05% | +5+0.3% | Added |
| Horan Securities, Inc. | 1,452 | $412.7K | 0.19% | −2−0.1% | Reduced |
| Private Ocean, LLC | 1,453 | $413.1K | 0.04% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 1,453 | $413.2K | 0.11% | −139−8.7% | Reduced |
| Central Pacific Bank - Trust Division | 1,464 | $414.4K | 0.05% | +1,464 | New |
| Xcel Wealth Management, LLC | 1,460 | $415.1K | 0.13% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,461 | $415.4K | 0.25% | +448+44.2% | Added |
| Cozad Asset Management Inc | 1,462 | $415.7K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $417.1K | 0.29% | – | – |
| IVC Wealth Advisors LLC | 1,473 | $418.9K | 0.24% | −17−1.1% | Reduced |
| Successful Portfolios LLC | 1,475 | $419.3K | 0.29% | −126−7.9% | Reduced |
| Baker Avenue Asset Management, LP | 1,480 | $420.7K | 0.02% | +16+1.1% | Added |
| Legacy Edge Advisors, LLC | 1,480 | $420.8K | 0.09% | −58−3.8% | Reduced |
| Crewe Advisors LLC | 1,485 | $422.2K | 0.05% | +1,485 | New |
| SFG Wealth Management, LLC. | 1,485 | $422.3K | 0.25% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,490 | $423.6K | 0.17% | −205−12.1% | Reduced |
| Northwest Bancshares, Inc. | 1,491 | $423.9K | 0.07% | +94+6.7% | Added |
| Five Oceans Advisors | 1,493 | $424.5K | 0.22% | −9−0.6% | Reduced |
| Dana Investment Advisors, Inc. | 1,494 | $424.7K | 0.01% | +220+17.3% | Added |
| Old North State Trust, LLC | 1,495 | $425.0K | 0.36% | +1,495 | New |
| Orrstown Financial Services Inc | 1,498 | $425.9K | 0.24% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,500 | $426.5K | 0.04% | −52−3.4% | Reduced |
| Penn Davis McFarland Inc | 1,500 | $426.5K | 0.07% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1,556 | $426.7K | 0.24% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 1,502 | $426.9K | 0.15% | −65−4.1% | Reduced |
| American Financial Advisors, LLC | 1,505 | $427.9K | 0.06% | +304+25.3% | Added |
| Dixon Fnancial Services, Inc. | 1,505 | $427.9K | 0.24% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,512 | $429.9K | 0.31% | −1−0.1% | Reduced |
| Northstar Group, Inc. | 1,513 | $430.2K | 0.08% | −80−5.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,513 | $430.2K | 0.03% | −20−1.3% | Reduced |
| Union Savings Bank | 1,519 | $431.9K | 0.23% | −121−7.4% | Reduced |
| Chatham Capital Group, Inc. | 1,519 | $431.9K | 0.08% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,522 | $432.7K | 0.18% | −35−2.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,527 | $434.2K | 0.15% | +66+4.5% | Added |
| Tritonpoint Wealth, LLC | 1,608 | $435.4K | 0.05% | +63+4.1% | Added |
| Hanson & Doremus Investment Management | 1,537 | $437.0K | 0.08% | +98+6.8% | Added |