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 |
|---|---|---|---|---|---|
| Delta Financial Advisors LLC | 9,428 | $2.68M | 1.06% | +146+1.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 9,421 | $2.68M | 0.32% | −500−5.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 9,410 | $2.68M | 0.70% | −705−7.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,410 | $2.68M | 0.11% | +172+1.9% | Added |
| Strategic Investment Advisors | 9,409 | $2.68M | 0.34% | +256+2.8% | Added |
| Zevenbergen Capital Investments LLC | 9,399 | $2.67M | 0.06% | +25+0.3% | Added |
| Front Row Advisors LLC | 9,392 | $2.67M | 0.99% | +75+0.8% | Added |
| Clear Harbor Asset Management, LLC | 9,360 | $2.66M | 0.23% | −381−3.9% | Reduced |
| Beacon Investment Advisors LLC | 9,360 | $2.66M | 1.52% | +18+0.2% | Added |
| Trifecta Capital Advisors, LLC | 9,356 | $2.66M | 0.65% | +481+5.4% | Added |
| Lipe & Dalton | 9,356 | $2.66M | 1.37% | −70−0.7% | Reduced |
| Oxler Private Wealth LLC | 9,323 | $2.65M | 1.04% | +3,272+54.1% | Added |
| Crescent Sterling, Ltd. | 9,318 | $2.65M | 2.41% | +121+1.3% | Added |
| Leelyn Smith, LLC | 9,304 | $2.65M | 0.53% | −181−1.9% | Reduced |
| Great Lakes Retirement, Inc. | 9,255 | $2.63M | 0.39% | +16+0.2% | Added |
| Princeton Capital Management LLC | 9,209 | $2.62M | 0.95% | +196+2.2% | Added |
| Sweet Financial Partners, LLC | 9,202 | $2.62M | 0.60% | −4,212−31.4% | Reduced |
| Abundance Wealth Counselors | 9,194 | $2.61M | 0.60% | +229+2.6% | Added |
| Independent Solutions Wealth Management, LLC | 9,182 | $2.61M | 0.62% | +359+4.1% | Added |
| Lester Murray Antman dba SimplyRich | 9,173 | $2.61M | 0.84% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 9,172 | $2.61M | 0.24% | +323+3.7% | Added |
| Wimmer Associates 1, LLC | 9,160 | $2.60M | 1.37% | +15+0.2% | Added |
| Crestwood Advisors Group LLC | 9,148 | $2.60M | 0.06% | +136+1.5% | Added |
| Parallel Advisors, LLC | 9,140 | $2.60M | 0.07% | +186+2.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,055 | $2.59M | 0.36% | +9,055 | New |
| CAPROCK Group, Inc. | 9,088 | $2.58M | 0.15% | +438+5.1% | Added |
| Legacy Capital Wealth Partners, LLC | 10,578 | $2.58M | 1.83% | +7,499+243.6% | Added |
| Delta Capital Management LLC | 9,065 | $2.58M | 1.71% | 00.0% | Unchanged |
| Auxier Asset Management | 9,015 | $2.56M | 0.39% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 9,013 | $2.56M | 0.25% | −1,116−11.0% | Reduced |
| Criterion Capital Advisors, LLC | 8,997 | $2.56M | 1.70% | +132+1.5% | Added |
| Legacy Advisors, LLC | 8,995 | $2.56M | 0.32% | −2,160−19.4% | Reduced |
| CFS Investment Advisory Services, LLC | 8,975 | $2.55M | 0.43% | −52−0.6% | Reduced |
| STF Management LP | 8,968 | $2.55M | 1.11% | −67−0.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 8,964 | $2.55M | 0.15% | −110−1.2% | Reduced |
| New England Research & Management, Inc. | 8,953 | $2.55M | 1.25% | +3,153+54.4% | Added |
| SageView Advisory Group, LLC | 8,951 | $2.55M | 0.15% | −701−7.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,950 | $2.54M | 0.73% | +20+0.2% | Added |
| Jones Financial Companies LLLP | 8,928 | $2.54M | 0.00% | +5,844+189.5% | Added |
| Ameritas Advisory Services, LLC | 9,033 | $2.54M | 0.10% | +3,507+63.5% | Added |
| Abbrea Capital, LLC | 8,900 | $2.53M | 0.33% | +261+3.0% | Added |
| Newman Dignan & Sheerar, Inc. | 8,882 | $2.53M | 0.68% | −513−5.5% | Reduced |
| Evergreen Capital Management LLC | 8,832 | $2.51M | 0.09% | +499+6.0% | Added |
| Grandfield & Dodd, LLC | 8,818 | $2.51M | 0.16% | +5+0.1% | Added |
| Private Trust Co NA | 8,803 | $2.50M | 0.27% | +1,118+14.5% | Added |
| Wunderlich Capital Managemnt | 8,782 | $2.50M | 1.13% | −508−5.5% | Reduced |
| Boston Financial Mangement LLC | 8,748 | $2.49M | 0.08% | −50−0.6% | Reduced |
| Eads & Heald Wealth Management | 8,737 | $2.48M | 1.16% | −549−5.9% | Reduced |
| Financial Advocates Investment Management | 8,716 | $2.48M | 0.14% | +41+0.5% | Added |
| ICW Investment Advisors LLC | 8,690 | $2.47M | 1.10% | +101+1.2% | Added |
| Wolff Wiese Magana LLC | 8,672 | $2.47M | 2.13% | −1,246−12.6% | Reduced |
| Thoroughbred Financial Services, LLC | 8,665 | $2.46M | 0.24% | −5,513−38.9% | Reduced |
| Clarius Group, LLC | 8,640 | $2.46M | 0.17% | −1,178−12.0% | Reduced |
| Sandy Spring Bank | 8,628 | $2.45M | 0.11% | −97−1.1% | Reduced |
| Connable Office Inc | 8,614 | $2.45M | 0.28% | −1,821−17.5% | Reduced |
| Valmark Advisers, Inc. | 8,582 | $2.44M | 0.04% | +546+6.8% | Added |
| Dorsey & Whitney Trust CO LLC | 8,565 | $2.44M | 0.17% | +490+6.1% | Added |
| Cito Capital Group, LLC | 8,550 | $2.43M | 1.00% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 8,829 | $2.43M | 0.36% | +5,088+136.0% | Added |
| West Oak Capital, LLC | 8,536 | $2.43M | 1.03% | +59+0.7% | Added |
| Rehmann Capital Advisory Group | 8,535 | $2.43M | 0.18% | +176+2.1% | Added |
| Wealthspire Advisors, LLC | 8,510 | $2.42M | 0.03% | −407−4.6% | Reduced |
| Lesa Sroufe & Co | 8,490 | $2.41M | 2.26% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,487 | $2.41M | 0.50% | +513+6.4% | Added |
| Regent Peak Wealth Advisors LLC | 8,486 | $2.41M | 0.61% | −1,153−12.0% | Reduced |
| Boston Family Office LLC | 8,468 | $2.41M | 0.17% | −47−0.6% | Reduced |
| Cullen Investment Group, Ltd. | 8,684 | $2.40M | 0.38% | −5−0.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 8,436 | $2.40M | 1.96% | −407−4.6% | Reduced |
| Cooper Financial Group | 8,418 | $2.39M | 0.39% | −60−0.7% | Reduced |
| Union Heritage Capital, LLC | 8,400 | $2.39M | 0.95% | 00.0% | Unchanged |
| Balentine LLC | 8,352 | $2.37M | 0.07% | +557+7.1% | Added |
| Prelude Capital Management, LLC | 8,340 | $2.37M | 0.16% | +8,340 | New |
| Roberts Glore & Co Inc | 8,327 | $2.37M | 0.71% | −132−1.6% | Reduced |
| WealthShield Partners, LLC | 8,291 | $2.36M | 0.38% | +2,034+32.5% | Added |
| Symphony Financial, Ltd. Co. | 8,260 | $2.35M | 0.55% | +277+3.5% | Added |
| Granite Bay Wealth Management, LLC | 8,260 | $2.35M | 1.34% | −6,230−43.0% | Reduced |
| Brookstone Capital Management | 8,226 | $2.34M | 0.04% | −45,873−84.8% | Reduced |
| Cypress Capital, LLC | 8,196 | $2.33M | 0.64% | −216−2.6% | Reduced |
| Spinnaker Trust | 8,184 | $2.33M | 0.15% | −200−2.4% | Reduced |
| Range Financial Group LLC | 8,164 | $2.32M | 1.21% | +307+3.9% | Added |
| Signet Financial Management, LLC | 8,154 | $2.32M | 0.32% | +741+10.0% | Added |
| FinTrust Capital Advisors, LLC | 8,121 | $2.31M | 0.45% | −5,249−39.3% | Reduced |
| Midwest Professional Planners, LTD. | 8,088 | $2.30M | 0.81% | −151−1.8% | Reduced |
| Engineers Gate Manager LP | 8,055 | $2.29M | 0.06% | −3,130−28.0% | Reduced |
| Grassi Investment Management | 8,030 | $2.28M | 0.21% | +8,030 | New |
| Arthur M. Cohen & Associates, LLC | 8,011 | $2.28M | 0.48% | −760−8.7% | Reduced |
| TrinityPoint Wealth, LLC | 8,008 | $2.28M | 0.38% | +191+2.4% | Added |
| Meridian Wealth Advisors, LLC | 8,008 | $2.28M | 0.43% | −190−2.3% | Reduced |
| Hoey Investments, Inc | 8,000 | $2.27M | 0.51% | −1,070−11.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,000 | $2.27M | 0.29% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 7,997 | $2.27M | 0.07% | +7,997 | New |
| Bontempo Ohly Capital Mgmt LLC | 7,986 | $2.27M | 1.11% | −520−6.1% | Reduced |
| MV Capital Management, Inc. | 7,965 | $2.26M | 0.26% | +180+2.3% | Added |
| Channel Wealth LLC | 7,925 | $2.25M | 0.91% | −1,138−12.6% | Reduced |
| Concord Wealth Partners | 7,913 | $2.25M | 0.40% | +1,172+17.4% | Added |
| Patron Partners Advisors, LLC | 7,910 | $2.25M | 1.37% | +1,578+24.9% | Added |
| First County Bank | 7,904 | $2.25M | 1.10% | −1,826−18.8% | Reduced |
| Pacitti Group Inc. | 7,879 | $2.24M | 1.21% | +191+2.5% | Added |
| Panagora Asset Management Inc | 7,860 | $2.23M | 0.01% | −1,165−12.9% | Reduced |
| L2 Asset Management, LLC | 7,852 | $2.23M | 0.73% | +2,129+37.2% | Added |