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 |
|---|---|---|---|---|---|
| Delap Wealth Advisory, LLC | 1,177 | $334.7K | 0.14% | +1,177 | New |
| Parthenon LLC | 1,177 | $334.6K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,176 | $334.4K | 0.11% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 1,171 | $332.9K | 0.06% | +24+2.1% | Added |
| Napatree Capital LLC | 1,214 | $332.6K | 0.32% | −30−2.4% | Reduced |
| Callan Family Office, LLC | 1,169 | $332.4K | 0.08% | +1,169 | New |
| Nemes Rush Group LLC | 1,167 | $331.8K | 0.05% | −2,664−69.5% | Reduced |
| First Interstate Bank | 1,164 | $330.9K | 0.02% | −25−2.1% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,163 | $330.7K | 0.04% | −33−2.8% | Reduced |
| VELA Investment Management, LLC | 1,163 | $330.7K | 0.12% | +1,163 | New |
| Old Port Advisors | 1,162 | $330.4K | 0.10% | +48+4.3% | Added |
| Capitol Family Office, Inc. | 1,160 | $329.8K | 0.43% | 00.0% | Unchanged |
| First Community Trust NA | 1,157 | $329.0K | 0.31% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 1,156 | $328.7K | 0.27% | +145+14.3% | Added |
| Enterprise Financial Services Corp | 1,149 | $326.7K | 0.20% | −437−27.6% | Reduced |
| Princeton Global Asset Management LLC | 1,149 | $326.6K | 0.08% | +10+0.9% | Added |
| Smith Shellnut Wilson LLC | 1,144 | $325.3K | 0.17% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 1,134 | $323.0K | 0.18% | +1+0.1% | Added |
| Key Client Fiduciary Advisors, LLC | 1,134 | $322.5K | 0.17% | +173+18.0% | Added |
| Conestoga Capital Advisors, LLC | 1,130 | $321.3K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 1,127 | $320.4K | 0.13% | −10−0.9% | Reduced |
| Wharton Business Group, LLC | 1,124 | $320.0K | 0.02% | 00.0% | Unchanged |
| Retirement Planning Group | 1,125 | $319.9K | 0.02% | −77−6.4% | Reduced |
| Slocum, Gordon & Co LLP | 1,125 | $319.9K | 0.24% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,183 | $319.7K | 0.02% | −87−6.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,118 | $317.9K | 0.25% | +339+43.5% | Added |
| McDaniel Terry & Co | 1,116 | $317.0K | 0.03% | +186+20.0% | Added |
| Harbour Capital Advisors, LLC | 1,146 | $316.5K | 0.08% | +57+5.2% | Added |
| Truvestments Capital LLC | 1,112 | $316.1K | 0.12% | +14+1.3% | Added |
| Lockerman Financial Group, Inc. | 1,111 | $315.9K | 0.60% | +1,111 | New |
| DT Investment Partners, LLC | 1,109 | $315.3K | 0.03% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,108 | $315.0K | 0.04% | +300+37.1% | Added |
| Armstrong Henry H Associates Inc | 1,106 | $314.5K | 0.03% | +235+27.0% | Added |
| Progressive Investment Management Corp | 1,105 | $314.2K | 0.09% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,100 | $312.8K | 0.16% | +1,100 | New |
| McIlrath & Eck, LLC | 1,098 | $312.2K | 0.05% | +176+19.1% | Added |
| Pacifica Partners Inc. | 1,112 | $312.1K | 0.14% | −11−1.0% | Reduced |
| BIP Wealth, LLC | 1,096 | $311.8K | 0.02% | −153−12.2% | Reduced |
| Coastal Investment Advisors, Inc. | 1,096 | $311.7K | 0.06% | −217−16.5% | Reduced |
| Delta Asset Management LLC | 1,096 | $311.6K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,095 | $311.3K | 0.09% | −60−5.2% | Reduced |
| De Burlo Group Inc | 1,095 | $311.3K | 0.04% | −50−4.4% | Reduced |
| Private Capital Management LLC | 1,094 | $311.0K | 0.07% | +53+5.1% | Added |
| Country Trust Bank | 1,094 | $311.0K | 0.01% | +338+44.7% | Added |
| Lakeside Advisors, INC. | 1,090 | $310.0K | 0.20% | +3+0.3% | Added |
| Optimist Retirement Group LLC | 1,088 | $309.3K | 0.16% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,086 | $308.8K | 0.11% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,080 | $307.2K | 0.02% | +160+17.4% | Added |
| M3 Advisory Group, LLC | 1,079 | $306.7K | 0.28% | −111−9.3% | Reduced |
| Mosley Wealth Management | 1,078 | $306.5K | 0.29% | −30−2.7% | Reduced |
| Optas, LLC | 1,077 | $306.2K | 0.08% | −14−1.3% | Reduced |
| AlphaMark Advisors, LLC | 1,075 | $306.0K | 0.11% | +2+0.2% | Added |
| Sit Investment Associates Inc | 1,075 | $306.0K | 0.01% | +115+12.0% | Added |
| Balboa Wealth Partners | 1,076 | $305.9K | 0.10% | −256−19.2% | Reduced |
| Cora Capital Advisors LLC | 1,076 | $305.9K | 0.16% | −3−0.3% | Reduced |
| Southeast Asset Advisors Inc. | 1,076 | $305.8K | 0.04% | +1+0.1% | Added |
| Keeley-Teton Advisors, LLC | 1,075 | $305.6K | 0.04% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 1,072 | $304.8K | 0.16% | +108+11.2% | Added |
| Whalen Wealth Management Inc. | 1,071 | $304.5K | 0.23% | +1,071 | New |
| Oberweis Asset Management Inc | 1,070 | $304.3K | 0.02% | +1+0.1% | Added |
| NBW Capital LLC | 1,066 | $303.1K | 0.06% | +212+24.8% | Added |
| AlphaCore Capital LLC | 1,065 | $302.9K | 0.08% | +1,065 | New |
| Cahaba Wealth Management, Inc. | 1,063 | $302.4K | 0.03% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 1,063 | $302.2K | 0.23% | +221+26.2% | Added |
| LCM Capital Management Inc | 1,063 | $302.2K | 0.20% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 1,060 | $301.4K | 0.19% | +1,060 | New |
| Sivia Capital Partners, LLC | 1,058 | $300.7K | 0.20% | −5−0.5% | Reduced |
| Core Wealth Partners LLC | 1,053 | $299.4K | 0.23% | +78+8.0% | Added |
| Hantz Financial Services, Inc. | 1,051 | $299.0K | 0.01% | +28+2.7% | Added |
| Creekmur Asset Management LLC | 1,051 | $298.8K | 0.10% | +2+0.2% | Added |
| Oxford Wealth Group, LLC | 1,051 | $298.8K | 0.27% | +1,051 | New |
| Headlands Technologies LLC | 1,050 | $298.5K | 0.07% | −379−26.5% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,050 | $298.5K | 0.12% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 1,050 | $298.5K | 0.19% | +137+15.0% | Added |
| Kavar Capital Partners Group, LLC | 1,050 | $298.5K | 0.06% | +1,050 | New |
| Powers Advisory Group, LLC | 1,048 | $297.9K | 0.17% | +182+21.0% | Added |
| Indie Asset Partners, LLC | 1,047 | $297.7K | 0.26% | +11+1.1% | Added |
| New Republic Capital, LLC | 1,046 | $297.4K | 0.19% | −96−8.4% | Reduced |
| Horizon Wealth Management, LLC | 1,042 | $296.3K | 0.08% | +4+0.4% | Added |
| Pegasus Partners Ltd. | 1,042 | $296.3K | 0.03% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 1,041 | $296.0K | 0.20% | +64+6.6% | Added |
| Waterford Advisors, LLC | 1,041 | $296.0K | 0.13% | −37−3.4% | Reduced |
| Stone Run Capital, LLC | 1,039 | $295.4K | 0.11% | 00.0% | Unchanged |
| Financial Advisory Group | 1,037 | $294.9K | 0.05% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,035 | $294.3K | 0.04% | −190−15.5% | Reduced |
| WealthBridge Capital Management, LLC | 1,033 | $293.7K | 0.10% | −187−15.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,032 | $293.4K | 0.16% | −416−28.7% | Reduced |
| Sargent Investment Group, LLC | 1,030 | $292.9K | 0.06% | +16+1.6% | Added |
| Alpine Global Management, LLC | 1,029 | $292.6K | 0.06% | +1,029 | New |
| Marion Wealth Management | 1,025 | $291.4K | 0.09% | 00.0% | Unchanged |
| BCK Partners, Inc. | 1,022 | $290.6K | 0.16% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,019 | $290.0K | 0.01% | −239−19.0% | Reduced |
| Benin Management CORP | 1,011 | $287.4K | 0.09% | +9+0.9% | Added |
| Kades & Cheifetz LLC | 1,010 | $287.3K | 0.18% | +201+24.8% | Added |
| Capital Advisors Wealth Management, LLC | 1,009 | $287.0K | 0.06% | +25+2.5% | Added |
| Kaye Capital Management | 1,009 | $287.0K | 0.13% | 00.0% | Unchanged |
| Riverview Trust Co | 1,006 | $286.0K | 0.22% | +100+11.0% | Added |
| Gallacher Capital Management LLC | 1,006 | $285.9K | 0.15% | +54+5.7% | Added |
| Gimbal Financial | 1,002 | $284.9K | 0.23% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,002 | $284.8K | 0.02% | +5+0.5% | Added |