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
- 2,723
- +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
- 1,131 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 | 3,154 | $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, 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 |
|---|---|---|---|---|---|
| Twelve Points Wealth Management LLC | 1,597 | $454.0K | 0.17% | −31−1.9% | Reduced |
| Ballast Advisors LLC | 1,594 | $453.2K | 0.15% | −56−3.4% | Reduced |
| Alethea Capital Management, LLC | 1,591 | $452.4K | 0.37% | +1,591 | New |
| Global Financial Private Client, LLC | 1,588 | $449.5K | 0.19% | +157+11.0% | Added |
| Ifrah Financial Services, Inc. | 1,579 | $449.0K | 0.13% | −25−1.6% | Reduced |
| Fortis Capital Management LLC | 1,576 | $448.1K | 0.12% | +13+0.8% | Added |
| Taurus Asset Management, LLC | 1,575 | $447.8K | 0.05% | 00.0% | Unchanged |
| MEMBERS Trust Co | 1,575 | $447.8K | 0.01% | +89+6.0% | Added |
| Portside Wealth Group, LLC | 1,575 | $447.8K | 0.08% | +75+5.0% | Added |
| Retirement Income Solutions, Inc | 1,571 | $446.7K | 0.10% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 1,568 | $446.0K | 0.13% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,568 | $445.4K | 0.11% | +9+0.6% | Added |
| Milestone Asset Management, LLC | 1,565 | $445.0K | 0.13% | +352+29.0% | Added |
| Centurion Wealth Management LLC | 1,564 | $444.6K | 0.18% | −13−0.8% | Reduced |
| Balanced Rock Investment Advisor | 1,563 | $444.4K | 0.38% | −339−17.8% | Reduced |
| Southland Equity Partners LLC | 1,559 | $443.3K | 0.12% | +21+1.4% | Added |
| Spreng Capital Management, Inc. | 1,554 | $441.8K | 0.24% | −39−2.4% | Reduced |
| Eagle Strategies LLC | 1,548 | $440.2K | 0.10% | +1,548 | New |
| Willner & Heller, LLC | 1,545 | $439.3K | 0.44% | +12+0.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,545 | $439.3K | 0.19% | −75−4.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,544 | $439.0K | 0.01% | −768−33.2% | Reduced |
| Rational Advisors LLC | 1,543 | $438.7K | 0.04% | +1,543 | New |
| Petredis Investment Advisors LLC | 1,540 | $437.9K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,537 | $437.0K | 0.08% | +98+6.8% | Added |
| Tritonpoint Wealth, LLC | 1,608 | $435.4K | 0.05% | +63+4.1% | Added |
| Gilliland Jeter Wealth Management LLC | 1,527 | $434.2K | 0.15% | +66+4.5% | Added |
| CWS Financial Advisors, LLC | 1,522 | $432.7K | 0.18% | −35−2.2% | Reduced |
| Chatham Capital Group, Inc. | 1,519 | $431.9K | 0.08% | 00.0% | Unchanged |
| Union Savings Bank | 1,519 | $431.9K | 0.23% | −121−7.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,513 | $430.2K | 0.03% | −20−1.3% | Reduced |
| Northstar Group, Inc. | 1,513 | $430.2K | 0.08% | −80−5.0% | Reduced |
| Defined Wealth Management, LLC | 1,512 | $429.9K | 0.31% | −1−0.1% | Reduced |
| Dixon Fnancial Services, Inc. | 1,505 | $427.9K | 0.24% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,505 | $427.9K | 0.06% | +304+25.3% | Added |
| Financial Security Advisor, Inc. | 1,502 | $426.9K | 0.15% | −65−4.1% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 1,556 | $426.7K | 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 |
| Orrstown Financial Services Inc | 1,498 | $425.9K | 0.24% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,495 | $425.0K | 0.36% | +1,495 | New |
| Dana Investment Advisors, Inc. | 1,494 | $424.7K | 0.01% | +220+17.3% | Added |
| Five Oceans Advisors | 1,493 | $424.5K | 0.22% | −9−0.6% | Reduced |
| Northwest Bancshares, Inc. | 1,491 | $423.9K | 0.07% | +94+6.7% | Added |
| West Branch Capital LLC | 1,490 | $423.6K | 0.17% | −205−12.1% | Reduced |
| SFG Wealth Management, LLC. | 1,485 | $422.3K | 0.25% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,485 | $422.2K | 0.05% | +1,485 | New |
| Legacy Edge Advisors, LLC | 1,480 | $420.8K | 0.09% | −58−3.8% | Reduced |
| Baker Avenue Asset Management, LP | 1,480 | $420.7K | 0.02% | +16+1.1% | Added |
| Successful Portfolios LLC | 1,475 | $419.3K | 0.29% | −126−7.9% | Reduced |
| IVC Wealth Advisors LLC | 1,473 | $418.9K | 0.24% | −17−1.1% | Reduced |
| Byrne Asset Management LLC | – | $417.1K | 0.29% | – | – |
| Cozad Asset Management Inc | 1,462 | $415.7K | 0.04% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,461 | $415.4K | 0.25% | +448+44.2% | Added |
| Xcel Wealth Management, LLC | 1,460 | $415.1K | 0.13% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,464 | $414.4K | 0.05% | +1,464 | New |
| Vertex Planning Partners, LLC | 1,453 | $413.2K | 0.11% | −139−8.7% | Reduced |
| Private Ocean, LLC | 1,453 | $413.1K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,452 | $412.7K | 0.19% | −2−0.1% | Reduced |
| Nadler Financial Group, Inc. | 1,451 | $412.6K | 0.05% | +5+0.3% | Added |
| Sovereign Financial Group, Inc. | 1,451 | $412.5K | 0.11% | +144+11.0% | Added |
| Bedel Financial Consulting, Inc. | 1,447 | $411.4K | 0.06% | −5−0.3% | Reduced |
| Shepherd Financial Partners LLC | 1,447 | $411.3K | 0.05% | −43−2.9% | Reduced |
| Encompass More Asset Management | 1,445 | $410.8K | 0.34% | +526+57.2% | Added |
| Walkner Condon Financial Advisors LLC | 1,441 | $409.8K | 0.09% | −12−0.8% | Reduced |
| Builder Investment Group Inc | 1,440 | $409.4K | 0.12% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 1,438 | $408.9K | 0.03% | −17−1.2% | Reduced |
| Heartland Bank & Trust Co | 1,437 | $408.6K | 0.24% | +388+37.0% | Added |
| Southern Capital Advisors, LLC | 1,436 | $408.3K | 0.25% | +740+106.3% | Added |
| Foster Group, Inc. | 1,433 | $407.5K | 0.02% | +34+2.4% | Added |
| Opal Wealth Advisors, LLC | 1,432 | $407.1K | 0.14% | −436−23.3% | Reduced |
| ERTS Wealth Advisors, LLC | 1,432 | $407.1K | 0.08% | −59−4.0% | Reduced |
| Integrated Investment Consultants, LLC | 1,431 | $406.9K | 0.11% | +41+2.9% | Added |
| Townsend Asset Management Corp | 1,430 | $406.6K | 0.16% | 00.0% | Unchanged |
| Univest Financial Corp | 1,428 | $406.0K | 0.11% | −145−9.2% | Reduced |
| Chase Investment Counsel Corp | 1,428 | $406.0K | 0.15% | +87+6.5% | Added |
| EagleClaw Capital Managment, LLC | 1,425 | $405.2K | 0.07% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 1,424 | $404.9K | 0.04% | −19−1.3% | Reduced |
| Semus Wealth Partners LLC | 1,423 | $404.6K | 0.34% | −19−1.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,422 | $404.3K | 0.03% | −1,249−46.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 1,420 | $403.7K | 0.19% | +1,420 | New |
| Alliance Wealth Advisors, LLC | 1,411 | $401.2K | 0.25% | −6−0.4% | Reduced |
| Middleton & Co Inc | 1,401 | $398.3K | 0.05% | 00.0% | Unchanged |
| 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 |
| Roberts Capital Advisors, LLC | 1,395 | $396.6K | 0.38% | +1,395 | New |
| Advisors Preferred, LLC | 1,400 | $396.3K | 0.07% | −154−9.9% | Reduced |
| Diversified, LLC | 1,391 | $395.6K | 0.05% | +203+17.1% | Added |
| High Falls Advisors, Inc | 1,390 | $395.3K | 0.10% | 00.0% | Unchanged |
| 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 |
| CNB Bank | 1,388 | $394.6K | 0.19% | −5−0.4% | Reduced |
| Centaurus Financial, Inc. | 1,383 | $393.0K | 0.03% | +481+53.3% | Added |
| 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 |
| Atlas Capital Advisors LLC | 1,381 | $392.6K | 0.06% | −5,524−80.0% | Reduced |
| Greenwich Wealth Management LLC | 1,377 | $392.0K | 0.03% | +32+2.4% | Added |
| 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 |
| GenWealth Group, Inc. | 1,374 | $390.7K | 0.10% | 00.0% | Unchanged |