Institutional Ownership Amgen Inc (AMGN)
This table provides information about the institutional ownership of Amgen Inc (AMGN). We have compiled data on the 3,267 institutions that hold shares in the stock, with a total of 442 Million shares, which have been reported (via 13F filing form) to have a value of $126 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
1,487
shares
|
$423,765
0.16% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
1,486
shares
|
$423,480
0.02% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,484
shares
|
$422,910
0.08% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
1,483
shares
|
$422,625
0.03% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
1,480
shares
|
$421,770
0.04% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Hendley & CO Inc
|
Jul 23, 2025 Q2 2025 |
1,479
shares
|
$421,485
0.14% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,475
shares
|
$420,345
0.05% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
1,474
shares
|
$420,060
0.27% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
1,474
shares
|
$420,060
0.26% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,473
shares
|
$419,775
0.2% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
1,472
shares
|
$419,490
0.39% of portfolio
|
Q2 2025
Added 63.74%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
1,467
shares
|
$418,065
0.25% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,467
shares
|
$418,065
0.1% of portfolio
|
Q2 2025
Added 1367.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,463
shares
|
$416,925
0.04% of portfolio
|
Q2 2023
Added 8.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,461
shares
|
$416,355
0.03% of portfolio
|
Q2 2023
Reduced 25.04%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
1,461
shares
|
$416,355
0.17% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
1,461
shares
|
$416,355
0.19% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,460
shares
|
$416,070
0.12% of portfolio
|
Q4 2023
Reduced 3.31%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
1,458
shares
|
$415,500
0.01% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
1,455
shares
|
$414,645
0.28% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,453
shares
|
$414,075
0.04% of portfolio
|
Q2 2025
Added 20.08%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
1,452
shares
|
$413,790
0.09% of portfolio
|
Q1 2025
Reduced 25.73%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
1,451
shares
|
$413,505
0.04% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,448
shares
|
$412,651
0.04% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
1,448
shares
|
$412,651
0.28% of portfolio
|
Q2 2025
Added 6.08%
|