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, Q3 2024
Institutional positions in Amgen Inc as of Sep 30, 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
- 2,834
- +75 vs. Q2 2024
- Shares held
- 414.4M
- +48.4M (+13.2%) vs. Q2 2024
- Total value
- $133.1B
- +$18.8B (+16.5%) vs. Q2 2024
- New holders
- 172
- 1,101 more added
- Sold out
- 97
- 1,139 more reduced
36 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Amgen Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 626 | $201.8K | 0.03% | +626 | New |
| SOA Wealth Advisors, LLC. | 627 | $202.1K | 0.04% | −4−0.6% | Reduced |
| BetterWealth, LLC | 628 | $202.3K | 0.06% | +628 | New |
| Charles Schwab Trust Co | 629 | $202.7K | 0.02% | −1,100−63.6% | Reduced |
| HBC Financial Services, PLLC | 646 | $203.0K | 0.12% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 631 | $203.5K | 0.15% | +631 | New |
| Inspire Advisors, LLC | 633 | $204.0K | 0.02% | +633 | New |
| Convergence Financial, LLC | 634 | $204.3K | 0.04% | +634 | New |
| Ellenbecker Investment Group | 637 | $205.5K | 0.04% | +637 | New |
| Saxony Capital Management, LLC | 639 | $206.0K | 0.19% | −7−1.1% | Reduced |
| Forbes Financial Planning, Inc. | 641 | $206.5K | 0.15% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 642 | $206.8K | 0.08% | +642 | New |
| Truepoint, Inc. | 643 | $207.2K | 0.01% | +643 | New |
| Wallace Capital Management Inc. | 644 | $207.5K | 0.03% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 644 | $207.5K | 0.02% | 00.0% | Unchanged |
| Atlas Wealth LLC | 644 | $207.5K | 0.09% | +644 | New |
| ABLE Financial Group, LLC | 645 | $207.7K | 0.06% | 00.0% | Unchanged |
| Red Wave Investments LLC | 645 | $207.8K | 0.07% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 645 | $207.8K | 0.07% | +645 | New |
| 626 Financial, LLC | 645 | $207.8K | 0.12% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 646 | $208.1K | 0.00% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 656 | $208.2K | 0.11% | −68−9.4% | Reduced |
| Traynor Capital Management, Inc. | 648 | $208.7K | 0.02% | −26−3.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 648 | $209.0K | 0.00% | +648 | New |
| Creative Capital Management Investments LLC | 649 | $209.1K | 0.09% | +637+5,308.3% | Added |
| BCGM Wealth Management, LLC | 649 | $209.2K | 0.07% | +2+0.3% | Added |
| Inspirion Wealth Advisors, LLC | 650 | $209.4K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 651 | $209.6K | 0.03% | +651 | New |
| Financial Advisory Corp | 653 | $210.0K | 0.08% | +653 | New |
| Lifestyle Asset Management, Inc. | 652 | $210.1K | 0.12% | −43−6.2% | Reduced |
| Bennett Selby Investments LP | 654 | $210.7K | 0.09% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 654 | $210.7K | 0.07% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 661 | $213.0K | 0.01% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 662 | $213.1K | 0.08% | −151−18.6% | Reduced |
| M&R Capital Management Inc | 663 | $213.6K | 0.05% | +9+1.4% | Added |
| Planning Capital Management Corp | 665 | $214.1K | 0.14% | +53+8.7% | Added |
| Capital Counsel LLC | 666 | $214.6K | 0.01% | 00.0% | Unchanged |
| Hoya Capital Real Estate, LLC | 666 | $214.6K | 3.98% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 667 | $214.9K | 0.02% | +13+2.0% | Added |
| GSG Advisors LLC | 671 | $214.9K | 0.07% | +671 | New |
| Morton Brown Family Wealth, LLC | 670 | $215.9K | 0.08% | −13−1.9% | Reduced |
| Bridge Creek Capital Management LLC | 670 | $215.9K | 0.07% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 671 | $216.2K | 0.06% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 671 | $216.2K | 0.21% | +10+1.5% | Added |
| Lakeridge Wealth Management LLC | 673 | $216.9K | 0.12% | −7−1.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 677 | $218.2K | 0.09% | −13−1.9% | Reduced |
| Kelman-Lazarov, Inc. | 678 | $218.5K | 0.04% | −46−6.4% | Reduced |
| Darwin Advisors, LLC | 679 | $218.6K | 0.06% | +679 | New |
| MQS Management LLC | 679 | $218.8K | 0.12% | +679 | New |
| Virtue Capital Management, LLC | 680 | $219.1K | 0.04% | −188−21.7% | Reduced |
| Karpus Management, Inc. | 680 | $219.1K | 0.01% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 683 | $220.2K | 0.04% | −128−15.8% | Reduced |
| City Center Advisors, LLC | 684 | $220.5K | 0.25% | +684 | New |
| XY Capital Ltd | 685 | $220.7K | 0.12% | +685 | New |
| Winthrop Advisory Group LLC | 685 | $220.7K | 0.03% | +685 | New |
| Waterloo Capital, L.P. | 685 | $220.8K | 0.02% | −53−7.2% | Reduced |
| Boston Common Asset Management, LLC | 687 | $221.0K | 0.01% | 00.0% | Unchanged |
| HT Partners LLC | 686 | $221.0K | 0.08% | 00.0% | Unchanged |
| Geneva Partners, LLC | 688 | $221.7K | 0.10% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 690 | $222.0K | 0.04% | −2−0.3% | Reduced |
| TriaGen Wealth Management LLC | 690 | $222.3K | 0.07% | −7−1.0% | Reduced |
| Long Island Wealth Management, Inc. | 692 | $223.0K | 0.15% | −3−0.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 693 | $223.4K | 0.08% | +91+15.1% | Added |
| Nilsine Partners, LLC | 694 | $223.6K | 0.03% | −53−7.1% | Reduced |
| Maryland Capital Advisors Inc. | 696 | $224.3K | 0.11% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 697 | $224.6K | 0.10% | 00.0% | Unchanged |
| Private Client Services, LLC | 698 | $224.9K | 0.12% | +698 | New |
| New World Advisors LLC | 700 | $225.5K | 0.06% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 700 | $225.5K | 0.21% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 700 | $226.0K | 0.08% | +50+7.7% | Added |
| First National Bank | 702 | $226.2K | 0.16% | −60−7.9% | Reduced |
| Phillips Financial Management, LLC | 705 | $227.2K | 0.02% | +61+9.5% | Added |
| Sand Hill Global Advisors, LLC | 707 | $227.8K | 0.01% | +54+8.3% | Added |
| Stockman Wealth Management, Inc. | 707 | $227.8K | 0.04% | −4−0.6% | Reduced |
| Latitude Advisors, LLC | 708 | $228.0K | 0.13% | −100−12.4% | Reduced |
| Johnson Bixby & Associates, LLC | 709 | $228.4K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 710 | $228.7K | 0.04% | −103−12.7% | Reduced |
| Hyperion Partners, LLC | 712 | $229.3K | 0.15% | −20−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 712 | $229.5K | 0.02% | +14+2.0% | Added |
| Qsemble Capital Management, LP | 713 | $229.7K | 0.04% | +713 | New |
| Capital Planning Advisors, LLC | 714 | $230.1K | 0.03% | +3+0.4% | Added |
| Narus Financial Partners, LLC | 716 | $230.7K | 0.08% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 717 | $230.9K | 0.09% | +27+3.9% | Added |
| Optimist Retirement Group LLC | 717 | $231.0K | 0.10% | −112−13.5% | Reduced |
| Fielder Capital Group LLC | 717 | $231.2K | 0.08% | +717 | New |
| Mystic Asset Management, Inc. | 721 | $232.3K | 0.09% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 721 | $232.3K | 0.03% | +20+2.9% | Added |
| Concentrum Wealth Management | 722 | $232.6K | 0.09% | +8+1.1% | Added |
| Truvestments Capital LLC | 722 | $232.8K | 0.06% | −991−57.9% | Reduced |
| Consilio Wealth Advisors, LLC | 723 | $232.8K | 0.10% | +28+4.0% | Added |
| Cape Investment Advisory, Inc. | 723 | $233.0K | 0.09% | −1−0.1% | Reduced |
| Optivise Advisory Services LLC | 726 | $233.8K | 0.12% | −158−17.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 726 | $233.9K | 0.01% | +726 | New |
| JNBA Financial Advisors | 731 | $235.5K | 0.02% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 749 | $237.8K | 0.14% | +93+14.2% | Added |
| Grant/GrossMendelsohn, LLC | 738 | $237.9K | 0.10% | −71−8.8% | Reduced |
| Peak Asset Management, LLC | 739 | $238.1K | 0.04% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 740 | $238.4K | 0.20% | −350−32.1% | Reduced |
| Vista Capital Partners, Inc. | 740 | $238.4K | 0.03% | +740 | New |
| Garden State Investment Advisory Services LLC | 743 | $239.4K | 0.08% | −1−0.1% | Reduced |