Institutional Ownership Amgen Inc (AMGN)
This table provides information about the institutional ownership of Amgen Inc (AMGN). We have compiled data on the 3,300 institutions that hold shares in the stock, with a total of 426 Million shares, which have been reported (via 13F filing form) to have a value of $127 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
825
shares
|
$246,056
0.18% of portfolio
|
Q3 2023
Reduced 75.37%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
825
shares
|
$246,056
0.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
824
shares
|
$245,758
0.21% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
824
shares
|
$245,758
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
824
shares
|
$245,758
0.05% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
823
shares
|
$245,459
0.09% of portfolio
|
Q1 2025
Added 23.2%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
823
shares
|
$245,459
0.15% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
823
shares
|
$245,459
0.2% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
821
shares
|
$244,863
0.2% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
819
shares
|
$244,266
0.08% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
816
shares
|
$243,372
0.13% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
816
shares
|
$243,372
0.04% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
814
shares
|
$242,775
0.06% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
813
shares
|
$242,477
0.15% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
813
shares
|
$242,477
0.02% of portfolio
|
Q2 2025
Reduced 39.42%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
810
shares
|
$241,582
0.0% of portfolio
|
Q1 2025
Added 49.72%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
808
shares
|
$240,986
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
806
shares
|
$240,389
0.02% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
804
shares
|
$239,793
0.03% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
804
shares
|
$239,793
0.03% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
803
shares
|
$239,494
0.08% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
801
shares
|
$238,898
0.05% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
May 07, 2025 Q1 2025 |
801
shares
|
$238,898
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
800
shares
|
$238,600
0.13% of portfolio
|
Q4 2023
Reduced 52.15%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
799
shares
|
$238,301
0.02% of portfolio
|
Q4 2024
Reduced 14.73%
|