AMGEN INC (AMGN)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
166
Reporting holders
$637.8M
Reported value
0.0%
Calls
0.0%
Puts
-3,008
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $102.7M | 243,747 | 1.23% | 32q | -1.3%-$1.4M |
| VALLEY WEALTH MANAGERS, INC. | $29.7M | 70,407 | 1.69% | 32q | HELD |
| AVITY INVESTMENT MANAGEMENT INC. | $29.5M | 69,958 | 1.85% | 30q | -8.2%-$2.6M |
| ARGENT CAPITAL MANAGEMENT LLC | $29.3M | 69,486 | 0.93% | 32q | -3.5%-$1.1M |
| CapWealth Advisors, LLC | $24.7M | 58,581 | 1.86% | 32q | HELD |
| CONGRESS ASSET MANAGEMENT CO | $23.6M | 55,976 | 0.15% | 32q | -2.7%-$653.3K |
| O'Keefe Stevens Advisory, Inc. | $22.0M | 52,256 | 4.50% | 36q | +1.0%+$212.4K |
| Gradient Investments LLC | $19.6M | 46,438 | 0.28% | 32q | +2.6%+$499.1K |
| YHB Investment Advisors, Inc. | $19.5M | 46,239 | 1.23% | 32q | +0.9%+$179.6K |
| TOMPKINS FINANCIAL CORP | $19.3M | 45,820 | 1.36% | 31q | -0.8%-$165.2K |
| Venture Visionary Partners LLC | $18.6M | 44,030 | 0.49% | 28q | +3.0%+$536.2K |
| Farther Finance Advisors, LLC | $17.7M | 42,109 | 0.13% | 16q | +21.3%+$3.1M |
| Adams Asset Advisors, LLC | $15.1M | 35,818 | 1.53% | 30q | -0.6%-$96.1K |
| AMERICAN NATIONAL BANK & TRUST | $13.9M | 33,093 | 1.28% | 32q | -5.4%-$803.4K |
| BENEDICT FINANCIAL ADVISORS INC | $13.9M | 32,995 | 2.76% | 32q | -0.8%-$109.6K |
| Martin Capital Partners, LLC | $12.9M | 30,552 | 4.61% | 32q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $11.6M | 27,608 | 1.16% | 32q | -2.9%-$342.7K |
| KWMG, LLC | $9.6M | 22,844 | 0.69% | 29q | +1.0%+$93.2K |
| GAMMA Investing LLC | $8.4M | 19,951 | 0.28% | 12q | +8.5%+$655.9K |
| DLK Investment Management, LLC | $8.4M | 19,891 | 3.05% | 12q | +4.1%+$329.6K |
| Valeo Financial Advisors, LLC | $7.3M | 17,427 | 0.15% | 32q | HELD |
| Coastline Trust Co | $7.0M | 16,706 | 0.66% | 32q | -1.9%-$135.7K |
| Decker Wealth Management LLC | $7.0M | 16,579 | 1.42% | 4q | +1.2%+$82.2K |
| CENTRAL BANK & TRUST CO | $6.8M | 16,062 | 0.97% | 32q | HELD |
| Stonebridge Financial Group, LLC | $6.7M | 15,821 | 0.49% | 8q | +1.7%+$109.6K |
| Avidian Wealth Enterprises, LLC | $5.6M | 13,328 | 0.16% | 28q | HELD |
| Douglas Lane & Associates, LLC | $5.5M | 12,952 | 0.07% | 32q | -0.6%-$33.7K |
| ALKEME WEALTH, LLC | $5.0M | 11,828 | 1.88% | 32q | -6.5%-$347.7K |
| Wedmont Private Capital | $4.7M | 11,577 | 0.11% | 20q | +33.6%+$1.2M |
| Castleview Partners, LLC | $4.7M | 11,160 | 2.06% | 15q | +5.8%+$256.3K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $4.5M | 10,623 | 0.39% | 20q | -1.8%-$81.8K |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $4.4M | 10,462 | 0.10% | 32q | +4.7%+$199.4K |
| Iowa State Bank | $4.0M | 9,548 | 0.68% | 26q | -1.1%-$44.3K |
| Stokes Capital Advisors, LLC | $3.7M | 8,811 | 0.82% | 4q | +187.8%+$2.4M |
| Violich Capital Management, Inc. | $3.4M | 8,150 | 0.37% | 32q | -12.8%-$505.8K |
| Cooper Financial Group | $3.4M | 8,061 | 0.27% | 32q | -2.5%-$86.0K |
| ATWOOD & PALMER INC | $2.9M | 6,840 | 0.15% | 32q | +23.5%+$548.0K |
| MassMutual Private Wealth & Trust, FSB | $2.6M | 6,235 | 0.07% | 32q | -5.1%-$139.9K |
| Davis Capital Management | $2.6M | 6,122 | 1.54% | 13q | -6.1%-$168.2K |
| Castle Rock Wealth Management, LLC | $2.5M | 6,194 | 0.47% | 24q | -34.0%-$1.3M |
| CoreCap Advisors, LLC | $2.5M | 5,869 | 0.07% | 9q | +2.0%+$48.1K |
| CHAPIN DAVIS, INC. | $2.5M | 5,833 | 0.47% | 16q | -5.2%-$134.9K |
| Wealth Enhancement Trust Services, Inc. | $2.4M | 5,734 | 0.26% | 4q | -46.0%-$2.1M |
| Everhart Financial Group, Inc. | $2.2M | 5,299 | 0.14% | 18q | +4.2%+$90.2K |
| Bangor Savings Bank | $2.2M | 5,293 | 0.17% | 18q | HELD |
| Heartwood Wealth Advisors LLC | $2.2M | 5,216 | 0.17% | 22q | +1.2%+$25.3K |
| Dorato Capital Management | $2.0M | 4,897 | 1.35% | 4q | +0.7%+$14.9K |
| CYPRESS ASSET MANAGEMENT INC/TX | $2.0M | 4,752 | 0.40% | 32q | -2.6%-$54.4K |
| Whitaker-Myers Wealth Managers, LTD. | $2.0M | 4,731 | 0.32% | 3q | -29.1%-$817.7K |
| Legacy Wealth Asset Management, LLC | $2.0M | 4,657 | 0.43% | 24q | +79.4%+$868.7K |
| EASTERN BANK | $1.9M | 4,525 | 0.03% | 32q | +1.7%+$32.0K |
| DOLIVER ADVISORS, LP | $1.9M | 4,450 | 0.41% | 30q | -4.9%-$95.7K |
| HALL LAURIE J TRUSTEE | $1.9M | 4,412 | 0.59% | 30q | -19.8%-$459.4K |
| Gouws Capital LLC | $1.7M | 4,100 | 0.82% | 20q | -32.8%-$843.0K |
| FELL CAPITAL MANAGEMENT /ADV | $1.7M | 4,040 | 1.46% | 4q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $1.7M | 4,013 | 1.14% | 4q | -2.8%-$48.1K |
| Retireful, LLC | $1.5M | 3,605 | 1.31% | new | NEW |
| Worth Asset Management, LLC | $1.4M | 3,337 | 0.41% | new | NEW |
| Grove Bank & Trust | $1.4M | 3,272 | 0.14% | 32q | +0.6%+$8.0K |
| Apella Capital, LLC | $1.4M | 3,302 | 0.02% | 17q | +10.7%+$131.4K |
| PFW Advisors LLC | $1.3M | 3,188 | 0.40% | 14q | -0.6%-$8.4K |
| SAPIENT CAPITAL LLC | $1.3M | 3,124 | 0.02% | 12q | -43.3%-$1.0M |
| Greenfield Savings Bank | $1.3M | 3,017 | 0.48% | 18q | HELD |
| Balefire, LLC | $1.3M | 3,007 | 0.20% | 14q | -8.8%-$121.8K |
| Dickmeyer Boyce Financial Management, Inc. | $1.2M | 2,898 | 0.63% | 3q | HELD |
| Sound Income Strategies, LLC | $1.2M | 2,927 | 0.05% | 32q | +30.3%+$277.5K |
| ANB BANK | $1.2M | 2,801 | 0.42% | 8q | -3.5%-$43.4K |
| Monument Capital Management | $1.2M | 2,769 | 0.24% | 18q | +5.9%+$65.3K |
| Legacy Private Trust Co. | $1.1M | 2,681 | 0.06% | 32q | -37.0%-$664.3K |
| DECISION INVESTMENTS, INC | $1.1M | 2,619 | 1.00% | 4q | HELD |
| Paragon Capital Management Ltd | $1.1M | 2,600 | 0.20% | 26q | -0.8%-$8.4K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $1.1M | 2,558 | 0.56% | 12q | -10.5%-$126.5K |
| PARK NATIONAL CORP /OH/ | $1.0M | 2,442 | 0.03% | 32q | +7.9%+$75.5K |
| TrueWealth Advisors, LLC | $1.0M | 2,441 | 0.23% | 3q | +5.4%+$52.3K |
| HF Advisory Group, LLC | $964.9K | 2,289 | 0.29% | 16q | -1.3%-$12.2K |
| Versant Capital Management, Inc | $953.9K | 2,263 | 0.08% | 32q | +14.3%+$119.3K |
| Breakwater Capital Group | $914.7K | 2,170 | 0.11% | 8q | +0.7%+$6.3K |
| Bill Few Associates, Inc. | $904.3K | 2,145 | 0.19% | 20q | -1.6%-$14.8K |
| Nautilus Advisors LLC | $883.5K | 2,096 | 0.53% | 8q | +2.3%+$20.2K |
| Canandaigua National Trust Co of Florida | $882.2K | 2,093 | 0.49% | 8q | +69.5%+$361.7K |
| Galvin, Gaustad & Stein, LLC | $861.0K | 2,042 | 0.06% | 24q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $856.8K | 2,032 | 0.26% | 12q | +0.6%+$5.5K |
| Roxbury Financial LLC | $824.0K | 1,955 | 0.63% | 8q | HELD |
| Midwest Financial Partners Investments, Inc. | $803.4K | 1,906 | 0.31% | 4q | -18.8%-$185.5K |
| TILIA FIDUCIARY PARTNERS, INC. | $801.8K | 1,902 | 0.18% | 20q | +89.4%+$378.6K |
| FINANCIAL MANAGEMENT NETWORK INC | $785.1K | 1,948 | 0.11% | 24q | HELD |
| Paladin Partners, LLC | $784.0K | 1,860 | 0.48% | 2q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $727.1K | 1,725 | 0.21% | 32q | -8.8%-$70.4K |
| Weaver Consulting Group | $714.7K | 1,696 | 0.14% | 31q | +3.9%+$26.5K |
| M.E. ALLISON & CO., INC. | $693.0K | 1,644 | 0.39% | 8q | HELD |
| Mirador Capital Partners LP | $692.0K | 1,642 | 0.08% | 16q | +16.5%+$97.8K |
| Kaydan Wealth Management, Inc. | $674.0K | 1,599 | 0.23% | 13q | -1.1%-$7.2K |
| Sunburst Financial Group, LLC | $671.5K | 1,593 | 0.11% | 28q | HELD |
| ARGUS INVESTORS' COUNSEL, INC. | $660.5K | 1,567 | 0.51% | 32q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $625.9K | 1,485 | 0.12% | 24q | HELD |
| Rosenberg Matthew Hamilton | $621.3K | 1,474 | 0.11% | 27q | +3.9%+$23.2K |
| MRA Advisory Group | $607.5K | 1,441 | 0.23% | 10q | -66.1%-$1.2M |
| Plan A Wealth LLC | $602.5K | 1,429 | 0.22% | 6q | +1.0%+$5.9K |
| TITLEIST ASSET MANAGEMENT, LLC | $597.5K | 1,417 | 0.04% | 7q | +2.0%+$11.8K |
| Kaizen Financial Strategies | $585.9K | 1,390 | 0.23% | 15q | HELD |
Showing the largest 100 of 173 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-06 | Miller Derek | SVP, Human Resources | Sold | 3,890 | $1.6M ×2 |
| 2026-08-06 | Grygiel Nancy A. | SVP & CCO | Sold | 2,970 | $1.2M ×2 |
| 2026-08-11 | Khosla Rachna | SVP, Business Development | Sold | 2,000 | $825.1K |
| 2026-08-13 | Khosla Rachna | SVP, Business Development | Sold | 1,252 | $521.4K |
| 2026-05-04 | Grygiel Nancy A. | SVP & CCO | Sold | 1,237 | $400.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 166 | $637.8M | 1,514,410 | 16 | 51 | 54 | 0.0% |
| Q2 2026 | 3,174 | $187.5B | 501,626,263 | 148 | 1,115 | 1,069 | 2.6% |
| Q1 2026 | 3,147 | $161.4B | 449,900,691 | 179 | 1,047 | 1,113 | 2.1% |
| Q4 2025 | 3,110 | $151.7B | 451,143,127 | 227 | 1,031 | 983 | 2.8% |
| Q3 2025 | 2,834 | $124.2B | 427,446,488 | 115 | 972 | 1,021 | 2.9% |
| Q2 2025 | 2,874 | $126.0B | 437,066,757 | 113 | 1,108 | 967 | 3.3% |
| Q1 2025 | 2,954 | $138.7B | 428,611,183 | 226 | 1,011 | 1,068 | 3.8% |
| Q4 2024 | 2,875 | $113.3B | 420,185,421 | 98 | 927 | 1,026 | 3.4% |
| Q3 2024 | 2,844 | $139.7B | 418,434,593 | 128 | 963 | 1,017 | 3.8% |
| Q2 2024 | 2,812 | $135.0B | 416,672,144 | 167 | 1,006 | 961 | 3.6% |
| Q1 2024 | 2,739 | $130.6B | 444,027,442 | 137 | 993 | 927 | 3.5% |
| Q4 2023 | 2,737 | $127.8B | 429,843,823 | 161 | 854 | 937 | 3.1% |
| Q3 2023 | 2,527 | $120.5B | 435,746,535 | 228 | 877 | 817 | 2.8% |
| Q2 2023 | 2,398 | $92.9B | 405,808,357 | 92 | 864 | 842 | 2.9% |
| Q1 2023 | 2,447 | $102.8B | 415,814,051 | 94 | 934 | 798 | 2.6% |
| Q4 2022 | 2,508 | $111.7B | 414,562,993 | 170 | 724 | 902 | 2.6% |
| Q3 2022 | 2,325 | $95.5B | 410,149,153 | 88 | 825 | 752 | 3.1% |
| Q2 2022 | 2,363 | $104.4B | 413,959,914 | 115 | 814 | 821 | 3.6% |
| Q1 2022 | 2,347 | $105.8B | 422,209,037 | 154 | 875 | 748 | 3.5% |
| Q4 2021 | 2,301 | $98.7B | 427,221,402 | 121 | 803 | 788 | 2.6% |
| Q3 2021 | 2,140 | $92.3B | 424,257,992 | 94 | 784 | 779 | 2.2% |
| Q2 2021 | 2,205 | $108.3B | 433,764,621 | 94 | 793 | 760 | 2.4% |
| Q1 2021 | 2,227 | $111.4B | 439,686,724 | 108 | 825 | 778 | 1.9% |
| Q4 2020 | 2,228 | $104.6B | 441,689,787 | 86 | 831 | 688 | 2.5% |
| Q3 2020 | 2,143 | $115.6B | 446,228,923 | 126 | 742 | 719 | 2.0% |
| Q2 2020 | 2,105 | $109.0B | 453,699,399 | 162 | 698 | 771 | 1.9% |
| Q1 2020 | 2,041 | $94.6B | 456,015,225 | 86 | 723 | 816 | 2.4% |
| Q4 2019 | 2,118 | $115.8B | 466,699,784 | 136 | 585 | 759 | 2.9% |
| Q3 2019 | 1,896 | $92.3B | 465,164,440 | 111 | 645 | 701 | 2.5% |
| Q2 2019 | 1,879 | $89.9B | 467,381,916 | 101 | 663 | 717 | 4.3% |
| Q1 2019 | 1,898 | $93.6B | 480,678,400 | 105 | 641 | 727 | 2.5% |
| Q4 2018 | 1,902 | $101.3B | 509,861,543 | 12 | 31 | 33 | 2.2% |