AMGEN INC AMGN
COM · Common Stock · CUSIP 031162100 · ISIN US0311621009
American multinational biopharmaceutical company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.4bn this quarter). Holder counts are more reliable. Shares outstanding: 534.9m as of 2023-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $222.09. Options: 51 managers hold calls ($1.5bn notional), 51 hold puts ($1.2bn).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2,326 |
| Q4 2022 | 2,502 |
| Q1 2023 | 2,439 |
| Q2 2023 | 2,394 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 1,007 | 1,096 |
| Q1 2023 | 1,143 | 1,031 |
| Q2 2023 | 1,084 | 1,087 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $1.4bn | $1.6bn | 1.14 |
| Q4 2022 | $1.5bn | $1.4bn | 0.98 |
| Q1 2023 | $1.5bn | $1.2bn | 0.80 |
| Q2 2023 | $1.5bn | $1.2bn | 0.76 |
Biggest buyers
| FRANKLIN RESOURCES INC | Added | +1.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.0m |
| BARCLAYS PLC | Added | +890.2k |
| MORGAN STANLEY | Added | +789.2k |
| FEDERATED HERMES, INC. | Added | +767.6k |
| MONTRUSCO BOLTON INVESTMENTS INC. | Added | +623.1k |
| TORONTO DOMINION BANK | Added | +617.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +575.5k |
| VAN ECK ASSOCIATES CORP | Added | +565.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +480.4k |
Biggest sellers
| FMR LLC | Reduced | -6.7m |
| Capital Research Global Investors | Reduced | -2.3m |
| BlackRock Inc. | Reduced | -1.8m |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -1.6m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.6m |
| Sarasin & Partners LLP | Reduced | -1.2m |
| JPMORGAN CHASE & CO | Reduced | -903.2k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -861.3k |
| Brandywine Global Investment Management, LLC | Reduced | -691.1k |
| J.P. Morgan Private Wealth Advisors LLC | Sold out | -578.6k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $369.4m1.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $302.3m1.4m shares |
| CITADEL ADVISORS LLC | Reduced | $177.8m800.9k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $147.4m663.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $85.7m386.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $47.0m211.6k shares |
| Parallax Volatility Advisers, L.P. | Added | $45.3m203.9k shares |
| Twin Tree Management, LP | Added | $38.1m171.5k shares |
| WOLVERINE TRADING, LLC | Reduced | $35.7m161.4k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $35.4m1.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $218.3m983.1k shares |
| CITADEL ADVISORS LLC | Added | $202.0m910.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $172.4m776.4k shares |
| UBS Group AG | Added | $145.8m656.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $55.5m250.1k shares |
| BARCLAYS PLC | Reduced | $41.1m185.0k shares |
| SIMPLEX TRADING, LLC | Added | $36.6m164.7k shares |
| Caption Management, LLC | New | $27.8m125.0k shares |
| JANE STREET GROUP, LLC | Added | $24.8m111.9k shares |
| JPMORGAN CHASE & CO | Reduced | $23.7m106.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
| Capital World Investors 13G · institution new · filed 2026-05-14 | 5.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 2 | $3.4m | — |
| Q3 2022 | 0 | — | 2 | $1.7m | — |
| Q4 2022 | 0 | — | 2 | $273.3k | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.26% of their portfolio | 48.9m $10.9bn | Added +40.9k |
| BlackRock Inc. 0.29% of their portfolio | 47.0m $10.4bn | Reduced -1.8m |
| STATE STREET CORP 0.34% of their portfolio | 29.1m $6.5bn | Reduced -68.3k |
| PRIMECAP MANAGEMENT CO/CA/ 2.73% of their portfolio | 14.7m $3.3bn | Reduced -376.3k |
| MORGAN STANLEY 0.30% of their portfolio | 13.6m $3.0bn | Added +789.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.31% of their portfolio | 11.8m $2.6bn | Added +368.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.71% of their portfolio | 11.2m $2.5bn | Added +480.4k |
| Capital Research Global Investors 0.57% of their portfolio | 9.6m $2.1bn | Reduced -2.3m |
| WELLS FARGO & COMPANY/MN 0.50% of their portfolio | 7.7m $1.7bn | Added +98.4k |
| NORTHERN TRUST CORP 0.29% of their portfolio | 6.7m $1.5bn | Reduced -228.0k |
| NORGES BANK 0.24% of their portfolio | 5.5m $1.2bn | Added +109.9k |
| Bank of New York Mellon Corp 0.25% of their portfolio | 5.4m $1.2bn | Reduced -39.1k |
| JPMORGAN CHASE & CO 0.13% of their portfolio | 5.1m $1.1bn | Reduced -903.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.15% of their portfolio | 4.8m $1.1bn | Added +1.0m |
| ROYAL BANK OF CANADA 0.28% of their portfolio | 4.6m $1.0bn | Added +327.3k |
| Aristotle Capital Management, LLC 2.03% of their portfolio | 4.5m $998.4m | Reduced -51.0k |
| BANK OF AMERICA CORP /DE/ 0.12% of their portfolio | 4.4m $979.8m | Reduced -1.6m |
| Legal & General Group Plc 0.30% of their portfolio | 4.2m $935.5m | Added +129.7k |
| FMR LLC 0.07% of their portfolio | 3.9m $875.5m | Reduced -6.7m |
| DEUTSCHE BANK AG\ 0.39% of their portfolio | 3.3m $742.6m | Reduced -33.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.39% of their portfolio | 3.3m $799.8m | Unchanged |
| FRANKLIN RESOURCES INC 0.35% of their portfolio | 3.3m $730.7m | Added +1.1m |
| UBS Group AG 0.31% of their portfolio | 3.3m $721.8m | Reduced -527.9k |
| Nuveen Asset Management, LLC 0.24% of their portfolio | 3.2m $700.0m | Reduced -309.9k |
| Invesco Ltd. 0.17% of their portfolio | 2.9m $643.2m | Reduced -273.6k |
| GOLDMAN SACHS GROUP INC 0.16% of their portfolio | 2.9m $641.9m | Added +196.3k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.61% of their portfolio | 2.8m $622.0m | Unchanged |
| Amundi 0.31% of their portfolio | 2.8m $622.3m | Added +468.7k |
| FEDERATED HERMES, INC. 1.36% of their portfolio | 2.5m $549.2m | Added +767.6k |
| DIMENSIONAL FUND ADVISORS LP 0.17% of their portfolio | 2.4m $531.2m | Added +47.7k |
| California Public Employees Retirement System 0.42% of their portfolio | 2.2m $484.0m | Reduced -82.6k |
| AMERIPRISE FINANCIAL INC 0.14% of their portfolio | 2.0m $452.5m | Added +200.8k |
| LSV ASSET MANAGEMENT 0.99% of their portfolio | 2.0m $450.9m | Reduced -84.3k |
| Boston Partners 0.60% of their portfolio | 2.0m $447.3m | Added +178.2k |
| Swiss National Bank 0.29% of their portfolio | 1.9m $428.4m | Reduced -188.1k |
| ALLIANCEBERNSTEIN L.P. 0.17% of their portfolio | 1.9m $411.7m | Reduced -61.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.29% of their portfolio | 1.7m $377.7m | Reduced -205.3k |
| BARCLAYS PLC 0.24% of their portfolio | 1.7m $375.3m | Added +890.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.51% of their portfolio | 1.7m $370.6m | Added +118.7k |
| HSBC HOLDINGS PLC 0.38% of their portfolio | 1.6m $356.6m | Added +206.5k |
| TWO SIGMA ADVISERS, LP 0.91% of their portfolio | 1.6m $355.9m | Reduced -69.9k |
| PICTET ASSET MANAGEMENT SA 0.42% of their portfolio | 1.6m $350.5m | Added +134.6k |
| Beutel, Goodman & Co Ltd. 1.96% of their portfolio | 1.6m $349.9m | Added +204.5k |
| MONTRUSCO BOLTON INVESTMENTS INC. 4.78% of their portfolio | 1.4m $308.5m | Added +623.1k |
| FIRST TRUST ADVISORS LP 0.35% of their portfolio | 1.4m $311.7m | Added +21.9k |
| Allianz Asset Management GmbH 0.62% of their portfolio | 1.4m $307.9m | Reduced -86.8k |
| STIFEL FINANCIAL CORP 0.40% of their portfolio | 1.3m $292.2m | Added +33.3k |
| CREDIT SUISSE AG/ 0.29% of their portfolio | 1.3m $290.2m | Reduced -111.9k |
| Sarasin & Partners LLP 3.20% of their portfolio | 1.2m $276.0m | Reduced -1.2m |
| JANUS HENDERSON GROUP PLC 0.17% of their portfolio | 1.2m $274.1m | Added +84.8k |
| DekaBank Deutsche Girozentrale 0.58% of their portfolio | 1.2m $258.9m | Added +212.1k |
| Smead Capital Management, Inc. 5.06% of their portfolio | 1.1m $255.0m | Reduced -13.4k |
| Robeco Institutional Asset Management B.V. 0.62% of their portfolio | 1.1m $237.5m | Reduced -132.4k |
| BANK OF MONTREAL /CAN/ 0.10% of their portfolio | 1.1m $272.2m | Added +116.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio | 1.1m $234.3m | Reduced -1.6m |
| RHUMBLINE ADVISERS 0.26% of their portfolio | 1.1m $233.2m | Added +12.0k |
| PNC Financial Services Group, Inc. 0.20% of their portfolio | 1.0m $232.8m | Reduced -63.5k |
| RAYMOND JAMES & ASSOCIATES 0.19% of their portfolio | 1.0m $230.3m | Added +119.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.25% of their portfolio | 1.0m $226.7m | Reduced -134.6k |
| TWO SIGMA INVESTMENTS, LP 0.59% of their portfolio | 986.9k $219.1m | Added +41.4k |
| TORONTO DOMINION BANK 0.16% of their portfolio | 986.1k $218.8m | Added +617.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.25% of their portfolio | 894.4k $198.6m | Reduced -33.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.28% of their portfolio | 887.2k $197.0m | Reduced -17.6k |
| National Pension Service 0.31% of their portfolio | 868.2k $192.0m | Added +47.4k |
| VAN ECK ASSOCIATES CORP 0.42% of their portfolio | 856.7k $190.2m | Added +565.0k |
| D. E. Shaw & Co., Inc. 0.27% of their portfolio | 780.6k $173.3m | Added +462.3k |
| US BANCORP \DE\ 0.28% of their portfolio | 768.4k $170.6m | Reduced -17.9k |
| TRUIST FINANCIAL CORP 0.27% of their portfolio | 734.9k $163.2m | Reduced -88.8k |
| AQR CAPITAL MANAGEMENT LLC 0.33% of their portfolio | 710.0k $157.6m | Added +63.7k |
| PRUDENTIAL FINANCIAL INC 0.23% of their portfolio | 707.7k $157.1m | Added +67.0k |
| LPL Financial LLC 0.11% of their portfolio | 706.3k $156.8m | Added +84.2k |
| APG Asset Management N.V. 0.29% of their portfolio | 705.1k $143.5m | Added +38.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.33% of their portfolio | 703.2k $156.1m | Added +7.5k |
| Candriam S.C.A. 1.12% of their portfolio | 695.1k $154.3m | Reduced -310.7k |
| Swedbank AB 0.27% of their portfolio | 694.1k $154.1m | Added +243.0k |
| ProShare Advisors LLC 0.44% of their portfolio | 676.3k $150.2m | Reduced -40.0k |
| Coho Partners, Ltd. 2.71% of their portfolio | 671.9k $149.2m | Reduced -29.2k |
| CITIGROUP INC 0.19% of their portfolio | 667.5k $148.2m | Added +94.7k |
| HighTower Advisors, LLC 0.29% of their portfolio | 662.2k $146.9m | Added +27.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.10% of their portfolio | 634.3k $140.8m | Reduced -14.2k |
| MILLENNIUM MANAGEMENT LLC 0.15% of their portfolio | 632.1k $140.3m | Added +575.5k |
| Mariner, LLC 0.37% of their portfolio | 629.0k $139.7m | Added +246.9k |
| NATIONAL BANK OF CANADA /FI/ 0.28% of their portfolio | 626.9k $140.9m | Added +357.2k |
| Tekla Capital Management LLC 5.36% of their portfolio | 616.5k $136.9m | Added +60.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.22% of their portfolio | 609.5k $135.3m | Added +153.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.29% of their portfolio | 587.2k $130.4m | Reduced -19.2k |
| Mirae Asset Global Investments Co., Ltd. 0.28% of their portfolio | 582.1k $129.2m | Added +2.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.20% of their portfolio | 581.5k $129.1m | Reduced -6.5k |
| Capital International Investors 0.03% of their portfolio | 578.5k $128.4m | Added +109 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.28% of their portfolio | 577.3k $128.2m | Reduced -18.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.30% of their portfolio | 575.5k $127.8m | Added +7.4k |
| Corient Private Wealth LP 0.29% of their portfolio | 565.5k $125.6m | Added +154.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.07% of their portfolio | 546.6k $121.4m | Added +8.2k |
| Qube Research & Technologies Ltd 0.47% of their portfolio | 542.7k $120.5m | Added +339.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.49% of their portfolio | 541.5k $120.2m | Added +2.8k |
| CIBC Private Wealth Group LLC 0.13% of their portfolio | 526.2k $116.8m | Reduced -1.2k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.58% of their portfolio | 522.6k $116.0m | Reduced -15.0k |
| NEUBERGER BERMAN GROUP LLC 0.10% of their portfolio | 520.3k $115.5m | Reduced -5.6k |
| AXA S.A. 0.38% of their portfolio | 515.6k $114.5m | Added +34.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.35% of their portfolio | 510.2k $113.3m | Reduced -44.5k |