Institutional Ownership Amgen Inc (AMGN)
This table provides information about the institutional ownership of Amgen Inc (AMGN). We have compiled data on the 3,125 institutions that hold shares in the stock, with a total of 409 Million shares, which have been reported (via 13F filing form) to have a value of $108 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
8,633
shares
|
$2.28 Million
1.2% of portfolio
|
Q3 2024
Added 15.66%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
8,630
shares
|
$2.28 Million
0.41% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
8,571
shares
|
$2.27 Million
0.3% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
8,559
shares
|
$2.26 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
8,548
shares
|
$2.26 Million
0.11% of portfolio
|
Q3 2024
Added 39.29%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
8,524
shares
|
$2.25 Million
0.46% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
8,498
shares
|
$2.25 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
8,483
shares
|
$2.24 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
8,471
shares
|
$2.24 Million
0.44% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Nov 15, 2024 Q3 2024 |
8,432
shares
|
$2.23 Million
1.24% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
8,423
shares
|
$2.23 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
8,417
shares
|
$2.23 Million
1.29% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Aug 22, 2023 Q2 2023 |
8,400
shares
|
$2.22 Million
1.01% of portfolio
|
Q1 2022
Reduced 16.0%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
8,397
shares
|
$2.22 Million
0.83% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
8,385
shares
|
$2.22 Million
0.39% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
8,373
shares
|
$2.21 Million
0.94% of portfolio
|
Q4 2023
Reduced 2.21%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
8,369
shares
|
$2.21 Million
0.4% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,364
shares
|
$2.21 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
8,315
shares
|
$2.2 Million
0.61% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
8,311
shares
|
$2.2 Million
0.17% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,307
shares
|
$2.2 Million
0.6% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,303
shares
|
$2.2 Million
1.16% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
8,293
shares
|
$2.19 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
8,292
shares
|
$2.19 Million
0.17% of portfolio
|
Q3 2024
Added 21.6%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
8,284
shares
|
$2.19 Million
0.91% of portfolio
|
Q4 2023
Added 4.33%
|