AMGN Institutional Ownership
Amgen Inc.
1W: +2.0%
1M: +7.1%
3M: +16.2%
YTD: +39.5%
1Y: +57.8%
3Y: +75.8%
5Y: +153.1%
$447.95
+3.32 (+0.75%)
After Hours: $448.83 (+0.88, +0.20%)
Weekly Expected Move ±4.0%
$404
$421
$439
$457
$475
Credit Risk of going bust: lower than 74% of companies Debt: 19.2% of company value Bonds: $1.31B held by 639 funds, 79 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $7.22 (down 98%), Amgen Inc. would be worth roughly what it owes.
Total debt $57.30B against a stock market value of $240.38B.
Distance to default 8.24 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $31.37B (short-term plus half of long-term), stock volatility 29.5%; Altman Z 2.36. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $7.22 (down 98%), Amgen Inc. would be worth roughly what it owes.
Total debt $57.30B against a stock market value of $240.38B.
Distance to default 8.24 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $31.37B (short-term plus half of long-term), stock volatility 29.5%; Altman Z 2.36. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — AMGN
3,307
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
$164B
Total Invested
179
New Positions
1273
Increased
1360
Reduced
120
Closed
0.87
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1533 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 298,255,793 | $133.6B | +297,430,677 | +36047.1% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 30,560,537 | $13.7B | +30,560,537 | — | 1Q | SEC ↗ |
| 3 | Invesco Ltd. NEW | 12,097,626 | $5.4B | +12,097,626 | — | 1Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN NEW | 7,088,010 | $3.2B | +7,088,010 | — | 1Q | SEC ↗ |
| 5 | PRIMECAP MANAGEMENT CO/CA/ NEW | 6,756,962 | $3.0B | +6,756,962 | — | 1Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC NEW | 4,130,732 | $1.9B | +4,130,732 | — | 1Q | SEC ↗ |
| 7 | Ascentis Wealth Management, LLC NEW | 2,482,444 | $1.1B | +2,482,444 | — | 1Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC NEW | 2,023,367 | $906M | +2,023,367 | — | 1Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC NEW | 1,689,843 | $757M | +1,689,843 | — | 1Q | SEC ↗ |
| 10 | HSBC HOLDINGS PLC | 1,385,321 | $621M | +1,384,327 | +139268.3% | 27Q | SEC ↗ |
| 11 | MANUFACTURERS LIFE INSURANCE COMPANY, | 1,150,794 | $515M | -107,249 | -8.5% | 2Q | SEC ↗ |
| 12 | Mariner, LLC | 1,094,241 | $490M | -2,004,324 | -64.7% | 2Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC NEW | 703,984 | $315M | +703,984 | — | 1Q | SEC ↗ |
| 14 | ProShare Advisors LLC NEW | 697,030 | $312M | +697,030 | — | 1Q | SEC ↗ |
| 15 | Robeco Institutional Asset Management NEW | 675,485 | $303M | +675,485 | — | 1Q | SEC ↗ |
| 16 | Allianz Asset Management GmbH NEW | 632,025 | $283M | +632,025 | — | 1Q | SEC ↗ |
| 17 | PRINCIPAL FINANCIAL GROUP INC NEW | 614,341 | $275M | +614,341 | — | 1Q | SEC ↗ |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 592,725 | $266M | +592,725 | — | 1Q | SEC ↗ |
| 19 | KING LUTHER CAPITAL MANAGEMENT CORP NEW | 493,165 | $221M | +493,165 | — | 1Q | SEC ↗ |
| 20 | Corient Private Wealth LP NEW | 466,785 | $209M | +466,785 | — | 1Q | SEC ↗ |
| 21 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 460,749 | $206M | +460,749 | — | 1Q | SEC ↗ |
| 22 | Candriam S.C.A. | 362,985 | $163M | -32,366 | -8.2% | 2Q | SEC ↗ |
| 23 | Forum Financial Management, LP | 347,857 | $156M | -152 | -0.0% | 3Q | SEC ↗ |
| 24 | Handelsbanken Fonder AB NEW | 346,596 | $155M | +346,596 | — | 1Q | SEC ↗ |
| 25 | Sarasin & Partners LLP NEW | 343,948 | $154M | +343,948 | — | 1Q | SEC ↗ |
| 26 | Retirement Systems of Alabama NEW | 343,295 | $154M | +343,295 | — | 1Q | SEC ↗ |
| 27 | Baird Financial Group, Inc. NEW | 339,825 | $152M | +339,825 | — | 1Q | SEC ↗ |
| 28 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 326,887 | $146M | -3,066 | -0.9% | 2Q | SEC ↗ |
| 29 | COMMERCE BANK NEW | 256,448 | $115M | +256,448 | — | 1Q | SEC ↗ |
| 30 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 245,317 | $110M | +245,317 | — | 1Q | SEC ↗ |
| 31 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I NEW | 243,747 | $109M | +243,747 | — | 1Q | SEC ↗ |
| 32 | Walleye Capital LLC | 240,318 | $108M | +240,293 | +961172.0% | 2Q | SEC ↗ |
| 33 | Jefferies Financial Group Inc. NEW | 239,779 | $107M | +239,779 | — | 1Q | SEC ↗ |
| 34 | Man Group plc NEW | 234,023 | $105M | +234,023 | — | 1Q | SEC ↗ |
| 35 | Ensign Peak Advisors, Inc NEW | 226,354 | $101M | +226,354 | — | 1Q | SEC ↗ |
| 36 | D.A. DAVIDSON & CO. | 212,286 | $95M | -29,236 | -12.1% | 2Q | SEC ↗ |
| 37 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW | 210,024 | $94M | +210,024 | — | 1Q | SEC ↗ |
| 38 | Assenagon Asset Management S.A. NEW | 191,247 | $86M | +191,247 | — | 1Q | SEC ↗ |
| 39 | TORONTO DOMINION BANK NEW | 181,652 | $81M | +181,652 | — | 1Q | SEC ↗ |
| 40 | Sequoia Financial Advisors, LLC NEW | 173,024 | $78M | +173,024 | — | 1Q | SEC ↗ |
| 41 | Aaron Wealth Advisors LLC NEW | 168,409 | $75M | +168,409 | — | 1Q | SEC ↗ |
| 42 | HM PAYSON & CO | 167,825 | $75M | +130,427 | +348.8% | 2Q | SEC ↗ |
| 43 | M&T BANK CORP NEW | 167,315 | $75M | +167,315 | — | 1Q | SEC ↗ |
| 44 | NISA INVESTMENT ADVISORS, LLC NEW | 167,256 | $75M | +167,256 | — | 1Q | SEC ↗ |
| 45 | Mn Services Vermogensbeheer B.V. NEW | 159,819 | $72M | +159,819 | — | 1Q | SEC ↗ |
| 46 | BANK OF NOVA SCOTIA NEW | 156,088 | $70M | +156,088 | — | 1Q | SEC ↗ |
| 47 | Czech National Bank NEW | 153,622 | $69M | +153,622 | — | 1Q | SEC ↗ |
| 48 | Vontobel Holding Ltd. NEW | 153,442 | $69M | +153,442 | — | 1Q | SEC ↗ |
| 49 | DAYMARK WEALTH PARTNERS, LLC NEW | 150,438 | $67M | +150,438 | — | 1Q | SEC ↗ |
| 50 | MERCER GLOBAL ADVISORS INC /ADV NEW | 145,549 | $65M | +145,549 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 30,560,537 | $13.7B |
| Invesco Ltd. | 12,097,626 | $5.4B |
| WELLS FARGO & COMPANY/MN | 7,088,010 | $3.2B |
| PRIMECAP MANAGEMENT CO/CA/ | 6,756,962 | $3.0B |
| GOLDMAN SACHS GROUP INC | 4,130,732 | $1.9B |
| Ascentis Wealth Management, LLC | 2,482,444 | $1.1B |
| AMERIPRISE FINANCIAL INC | 2,023,367 | $906M |
| ENVESTNET ASSET MANAGEMENT INC | 1,689,843 | $757M |
| CITADEL ADVISORS LLC | 703,984 | $315M |
| ProShare Advisors LLC | 697,030 | $312M |
| Robeco Institutional Asset Manageme | 675,485 | $303M |
| Allianz Asset Management GmbH | 632,025 | $283M |
| PRINCIPAL FINANCIAL GROUP INC | 614,341 | $275M |
| NEW YORK STATE COMMON RETIREMENT FU | 592,725 | $266M |
| KING LUTHER CAPITAL MANAGEMENT CORP | 493,165 | $221M |
| Corient Private Wealth LP | 466,785 | $209M |
| STATE BOARD OF ADMINISTRATION OF FL | 460,749 | $206M |
| Handelsbanken Fonder AB | 346,596 | $155M |
| Sarasin & Partners LLP | 343,948 | $154M |
| Retirement Systems of Alabama | 343,295 | $154M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +297,430,677 | +36047.1% | 298,255,793 |
| HSBC HOLDINGS PLC | +1,384,327 | +149981.3% | 1,385,250 |
| Walleye Capital LLC | +240,293 | +961172.0% | 240,318 |
| HM PAYSON & CO | +130,427 | +348.8% | 167,825 |
| Boston Trust Walden Corp | +71,349 | +621.5% | 82,829 |
| State of Alaska, Department of Reve | +41,790 | +376.8% | 52,882 |
| Mariner, LLC | +34,884 | +3.4% | 1,067,739 |
| FIRST HORIZON CORP | +27,702 | +154.0% | 45,686 |
| TCV Trust & Wealth Management, Inc. | +26,811 | +175.1% | 42,127 |
| Simmons Bank | +23,033 | +1512.3% | 24,556 |
| BOKF, NA | +22,438 | +93.5% | 46,429 |
| Somerset Trust Co | +21,226 | +81638.5% | 21,252 |
| Ledyard National Bank | +19,336 | +686.9% | 22,151 |
| FULTON BANK, N.A. | +14,471 | +11959.5% | 14,592 |
| CITY HOLDING CO | +12,833 | +25666.0% | 12,883 |
| Wealth Group, Ltd. | +12,675 | +297.0% | 16,942 |
| PLIMOTH TRUST CO LLC | +10,932 | +1522.6% | 11,650 |
| Louisiana State Employees Retiremen | +8,000 | +29.2% | 35,400 |
| ARROW FINANCIAL CORP | +7,413 | +2462.8% | 7,714 |
| Farther Finance Advisors, LLC | +7,398 | +21.3% | 42,109 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | -2,039,208 | -98.7% | 26,502 |
| Merit Financial Group, LLC | -255,169 | -89.1% | 31,151 |
| VALLEY WEALTH MANAGERS, INC. | -124,275 | -63.8% | 70,407 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -107,249 | -8.5% | 1,150,794 |
| Verity & Verity, LLC | -101,434 | -98.8% | 1,250 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | -80,594 | -50.0% | 80,582 |
| Atlas Wealth LLC | -71,761 | -99.0% | 702 |
| TOMPKINS FINANCIAL CORP | -46,454 | -50.3% | 45,820 |
| CLIFFORD SWAN INVESTMENT COUNSEL LL | -37,720 | -51.1% | 36,058 |
| AIA Group Ltd | -34,895 | -62.4% | 21,029 |
| Candriam S.C.A. | -32,366 | -8.2% | 362,985 |
| D.A. DAVIDSON & CO. | -29,236 | -12.1% | 212,286 |
| B. Riley Wealth Advisors, Inc. | -26,748 | -88.5% | 3,478 |
| CITIZENS FINANCIAL GROUP INC/RI | -25,710 | -44.7% | 31,818 |
| Petros Family Wealth, LLC | -22,719 | -81.4% | 5,176 |
| CX Institutional | -22,115 | -85.1% | 3,870 |
| UNIVEST FINANCIAL Corp | -21,652 | -63.3% | 12,536 |
| CONNING INC. | -19,002 | -17.4% | 89,932 |
| MATRIX ASSET ADVISORS INC/NY | -18,898 | -18.4% | 83,919 |
| BUTENSKY & COHEN FINANCIAL SECURITY | -17,311 | -50.1% | 17,255 |