AMGN Institutional Ownership
Amgen Inc.
1W: +4.6%
1M: +7.2%
3M: +13.8%
YTD: +38.5%
1Y: +56.0%
3Y: +73.4%
5Y: +155.8%
$447.95
+3.32 (+0.75%)
After Hours: $449.16 (+1.21, +0.27%)
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 (3442 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 49,362,016 | $21.9B | +2,261,544 | +4.8% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 35,250,101 | $15.7B | +235,869 | +0.7% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 30,560,537 | $13.6B | +12,049 | +0.0% | 43Q | SEC ↗ |
| 4 | Capital World Investors | 29,075,329 | $12.9B | -213,014 | -0.7% | 8Q | SEC ↗ |
| 5 | Invesco Ltd. | 16,320,446 | $7.3B | +5,006,665 | +44.3% | 77Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 15,696,068 | $7.0B | +265,544 | +1.7% | 92Q | SEC ↗ |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 15,034,038 | $6.7B | +2,260,652 | +17.7% | 15Q | SEC ↗ |
| 8 | Sixth Street Partners Management Compa NEW | 15,034,038 | $6.7B | — | +0.0% | 1Q | SEC ↗ |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14,853,366 | $6.6B | +232,218 | +1.6% | 2Q | SEC ↗ |
| 10 | MORGAN STANLEY | 13,653,692 | $6.1B | -2,182,366 | -13.8% | 60Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 7,235,462 | $3.2B | +147,452 | +2.1% | 110Q | SEC ↗ |
| 12 | PRIMECAP MANAGEMENT CO/CA | 6,756,962 | $3.0B | -2,117,167 | -23.9% | 15Q | SEC ↗ |
| 13 | Capital Research Global Investors | 6,272,625 | $2.8B | -682,720 | -9.8% | 75Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 6,200,994 | $2.8B | -16,844 | -0.3% | 110Q | SEC ↗ |
| 15 | NORGES BANK NEW | 5,625,584 | $2.5B | — | +0.0% | 1Q | SEC ↗ |
| 16 | UBS AM, a distinct business unit of UB | 5,390,910 | $2.4B | +605,928 | +12.7% | 14Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 5,058,830 | $2.2B | -62,198 | -1.2% | 15Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 4,328,785 | $1.9B | -142,660 | -3.2% | 87Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 4,130,732 | $1.8B | -89,257 | -2.1% | 15Q | SEC ↗ |
| 20 | PRICE T ROWE ASSOCIATES INC /MD | 3,956,992 | $1.8B | +2,089,803 | +111.9% | 16Q | SEC ↗ |
| 21 | Amundi | 3,890,189 | $1.7B | +512,883 | +15.2% | 21Q | SEC ↗ |
| 22 | Legal & General Group Plc | 3,816,942 | $1.7B | -53,921 | -1.4% | 27Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 3,695,586 | $1.6B | -97,857 | -2.6% | 76Q | SEC ↗ |
| 24 | JPMORGAN CHASE & CO | 3,588,484 | $1.6B | -3,689,353 | -50.7% | 103Q | SEC ↗ |
| 25 | FMR LLC | 3,491,822 | $1.6B | -284,608 | -7.5% | 110Q | SEC ↗ |
| 26 | DIMENSIONAL FUND ADVISORS LP | 3,413,981 | $1.5B | +109,637 | +3.3% | 102Q | SEC ↗ |
| 27 | UBS Group AG | 3,308,695 | $1.5B | +160,655 | +5.1% | 47Q | SEC ↗ |
| 28 | VANGUARD FIDUCIARY TRUST CO | 3,080,875 | $1.4B | -6,759 | -0.2% | 2Q | SEC ↗ |
| 29 | Aristotle Capital Management, LLC | 2,915,257 | $1.3B | -164,308 | -5.3% | 42Q | SEC ↗ |
| 30 | WELLINGTON MANAGEMENT GROUP LLP | 2,742,271 | $1.2B | +2,514,254 | +1102.7% | 83Q | SEC ↗ |
| 31 | STATE FARM MUTUAL AUTOMOBILE INSURANCE | 2,715,656 | $1.2B | — | +0.0% | 26Q | SEC ↗ |
| 32 | DEUTSCHE BANK AG | 2,355,705 | $1.0B | +99,946 | +4.4% | 52Q | SEC ↗ |
| 33 | Nuveen, LLC | 2,345,865 | $1.0B | -70,534 | -2.9% | 6Q | SEC ↗ |
| 34 | NORDEA INVESTMENT MANAGEMENT AB | 2,239,516 | $996M | -279,631 | -11.1% | 94Q | SEC ↗ |
| 35 | Capital Wealth Planning, LLC | 2,033,759 | $904M | +181,043 | +9.8% | 16Q | SEC ↗ |
| 36 | AMERIPRISE FINANCIAL INC | 1,897,321 | $844M | -126,046 | -6.2% | 16Q | SEC ↗ |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 1,689,843 | $751M | -7,463 | -0.4% | 70Q | SEC ↗ |
| 38 | Capital International Investors | 1,668,778 | $742M | -5,453,497 | -76.6% | 56Q | SEC ↗ |
| 39 | RAYMOND JAMES FINANCIAL INC | 1,602,419 | $712M | -17,934 | -1.1% | 7Q | SEC ↗ |
| 40 | Fisher Asset Management, LLC | 1,589,554 | $707M | +11,688 | +0.7% | 109Q | SEC ↗ |
| 41 | STIFEL FINANCIAL CORP | 1,548,229 | $688M | -6,792 | -0.4% | 49Q | SEC ↗ |
| 42 | Sumitomo Mitsui Trust Group, Inc. | 1,520,877 | $676M | -17,087 | -1.1% | 61Q | SEC ↗ |
| 43 | Swiss National Bank | 1,520,393 | $676M | -59,960 | -3.8% | 53Q | SEC ↗ |
| 44 | California Public Employees Retirement | 1,496,206 | $665M | -474,464 | -24.1% | 82Q | SEC ↗ |
| 45 | Mitsubishi UFJ Asset Management Co., L | 1,478,418 | $657M | +97,238 | +7.0% | 54Q | SEC ↗ |
| 46 | HSBC HOLDINGS PLC | 1,385,321 | $616M | +33,974 | +2.5% | 110Q | SEC ↗ |
| 47 | FEDERATED HERMES, INC. | 1,372,553 | $610M | +236,035 | +20.8% | 83Q | SEC ↗ |
| 48 | FRANKLIN RESOURCES INC | 1,365,550 | $607M | -134,985 | -9.0% | 22Q | SEC ↗ |
| 49 | BARCLAYS PLC | 1,326,673 | $590M | -202,940 | -13.3% | 67Q | SEC ↗ |
| 50 | BNP PARIBAS FINANCIAL MARKETS | 1,321,585 | $588M | +670,126 | +102.9% | 94Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 15,034,038 | $6.7B |
| NORGES BANK | 5,625,584 | $2.5B |
| Jupiter Topco LLC | 893,898 | $397M |
| Polar Capital Holdings Plc | 369,086 | $164M |
| Hudson Bay Capital Management LP | 281,000 | $125M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 245,317 | $109M |
| Compagnie Lombard Odier SCmA | 171,214 | $76M |
| Life Cycle Investment Partners Ltd | 151,355 | $67M |
| Nykredit A/S | 135,233 | $60M |
| DIADEMA PARTNERS LP | 102,701 | $46M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 80,985 | $36M |
| TriCert Investment Counsel Inc. | 57,233 | $25M |
| CAPE COD FIVE CENTS SAVINGS BANK | 30,322 | $13M |
| Aware Super Pty Ltd as trustee of A | 24,799 | $11M |
| Global Retirement Partners, LLC | 24,522 | $11M |
| TRUST CO OF VERMONT | 22,744 | $10M |
| Diversify Advisory Services, LLC | 22,302 | $10M |
| Arini Capital Management Ltd | 20,000 | $9M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 19,066 | $8M |
| SS&H Financial Advisors, Inc. | 19,003 | $8M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mizuho Markets Cayman LP | 488,970 | $217M |
| HRT FINANCIAL LP | 321,715 | $143M |
| Skandinaviska Enskilda Banken AB (p | 164,100 | $73M |
| Holocene Advisors, LP | 158,000 | $70M |
| AMF Tjanstepension AB | 151,156 | $67M |
| Qube Research & Technologies Ltd | 147,488 | $66M |
| Rakuten Investment Management, Inc. | 99,999 | $44M |
| Distillate Capital Partners LLC | 87,695 | $39M |
| Livforsakringsbolaget Skandia, Omse | 68,130 | $30M |
| MBB PUBLIC MARKETS I LLC | 60,824 | $27M |
| Robinhood Asset Management, LLC | 53,544 | $24M |
| Connor, Clark & Lunn Investment Man | 49,553 | $22M |
| Quadrature Capital Ltd | 45,568 | $20M |
| EASTERLY INVESTMENT PARTNERS LLC | 45,448 | $20M |
| ARK Investment Management LLC | 45,358 | $20M |
| Ikarian Capital, LLC | 45,000 | $20M |
| ORBIMED ADVISORS LLC | 39,900 | $18M |
| Qsemble Capital Management, LP | 32,165 | $14M |
| TWINBEECH CAPITAL LP | 26,187 | $12M |
| SEGALL BRYANT & HAMILL, LLC | 23,026 | $10M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | +5,006,665 | +44.3% | 16,320,446 |
| WELLINGTON MANAGEMENT GROUP LLP | +2,514,254 | +1102.7% | 2,742,271 |
| BlackRock, Inc. | +2,261,544 | +4.8% | 49,362,016 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +2,260,652 | +17.7% | 15,034,038 |
| PRICE T ROWE ASSOCIATES INC /MD | +2,089,803 | +111.9% | 3,956,992 |
| D. E. Shaw & Co., Inc. | +1,112,208 | +624.8% | 1,290,217 |
| TWO SIGMA INVESTMENTS, LP | +1,057,001 | +1474.6% | 1,128,681 |
| BNP PARIBAS FINANCIAL MARKETS | +670,126 | +102.9% | 1,321,585 |
| UBS AM, a distinct business unit of | +605,928 | +12.7% | 5,390,910 |
| Bellevue Group AG | +556,192 | +188.3% | 851,550 |
| CITADEL ADVISORS LLC | +519,021 | +280.6% | 703,984 |
| Amundi | +512,883 | +15.2% | 3,890,189 |
| FIRST TRUST ADVISORS LP | +491,275 | +76.7% | 1,131,395 |
| SG Americas Securities, LLC | +466,719 | +105.4% | 909,380 |
| Capula Management Ltd | +300,003 | +491808.2% | 300,064 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | +298,049 | +313.6% | 393,076 |
| CANADA PENSION PLAN INVESTMENT BOAR | +273,719 | +39.7% | 963,209 |
| GEODE CAPITAL MANAGEMENT, LLC | +265,544 | +1.7% | 15,696,068 |
| Walleye Capital LLC | +240,293 | +961172.0% | 240,318 |
| Allianz Asset Management GmbH | +238,145 | +60.5% | 632,025 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital International Investors | -5,453,497 | -76.6% | 1,668,778 |
| JPMORGAN CHASE & CO | -3,689,353 | -50.7% | 3,588,484 |
| MORGAN STANLEY | -2,182,366 | -13.8% | 13,653,692 |
| PRIMECAP MANAGEMENT CO/CA | -2,117,167 | -23.9% | 6,756,962 |
| JANUS HENDERSON GROUP PLC | -1,215,634 | -52.3% | 1,107,159 |
| Capital Research Global Investors | -682,720 | -9.8% | 6,272,625 |
| California Public Employees Retirem | -474,464 | -24.1% | 1,496,206 |
| Sarasin & Partners LLP | -322,502 | -48.4% | 343,948 |
| FMR LLC | -284,608 | -7.5% | 3,491,822 |
| NORDEA INVESTMENT MANAGEMENT AB | -279,631 | -11.1% | 2,239,516 |
| Tidal Investments LLC | -263,065 | -59.5% | 178,875 |
| MARSHALL WACE, LLP | -217,515 | -68.6% | 99,402 |
| Capital World Investors | -213,014 | -0.7% | 29,075,329 |
| BARCLAYS PLC | -202,940 | -13.3% | 1,326,673 |
| ProShare Advisors LLC | -198,649 | -22.2% | 697,030 |
| Aristotle Capital Management, LLC | -164,308 | -5.3% | 2,915,257 |
| BANK OF NOVA SCOTIA | -158,139 | -50.3% | 156,088 |
| Assenagon Asset Management S.A. | -153,498 | -44.5% | 191,247 |
| MILLENNIUM MANAGEMENT LLC | -150,685 | -65.5% | 79,344 |
| M&G PLC | -149,244 | -34.0% | 289,819 |