AMGEN, INC

$AMGN
13F holders
3,069
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
1trades
Convergence

Institutional holders

Top 10 of 3,069 · Source: 13F-HR
01
State Farm Mutual Automobile Insurance Co.
02
State Street
03
Axa S.a.
04
Litman Gregory Wealth Management LLC
05
Strs Ohio
06
Primecap Management CO
07
First Financial Bankshares Inc.
08
Envestnet Asset Management Inc.
09
ProShare Advisors LLC
10
US Bancorp De

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 3,069 13F holders · Pro →

Smart Money · top-200 alpha cohort

55 holders · Q1 2026
47 Top-Alpha Funds Initiate $AMGN in Q1 2026

Forty-seven of 55 top-200 alpha cohort holders in $AMGN are fresh initiations as of Q1 2026 — one added, zero trimmed, and seven held flat from the prior quarter. The structural fact here is the near-wholesale entry: this is not incremental rotation, it is a cohort arriving at a name it largely did not hold at end-2025.

The highest-conviction new entrant is Iat Reinsurance Co. Ltd., which opened at 16.02% of portfolio — an outlier by any measure in a cohort whose average weight sits at 0.68%. Sectoral Asset Management Inc. initiated at 3.01% and Hamel Associates, Inc. at 2.11%, both meaningful first positions. Bellevue Group AG, the sole adder in the cohort, moved from 0.12% to 2.55% (+2.43pp), the largest delta among continuing holders.

The aggregate picture is wide dispersion: weights range from effectively 0.00% (Corsicana & Co.) to 16.02%, with most initiations clustered well below 0.5%. The 0.68% cohort average is pulled upward by that single outsized Iat Reinsurance position; strip it out and the median new entrant is a sub-0.2% toe-hold. Seven holders — including Parvin Asset Management, LLC at 1.55% and Fiduciary Alliance LLC at 0.63% — carried positions flat from Q4 2025, providing the only continuity in an otherwise new-money quarter.

Forty-seven simultaneous initiations in one name across a single quarter is a structural curiosity. Whether that reflects index reconstitution mechanics, a common rebalancing template, or genuine independent conviction is not answerable from 13F data alone — but the uniformity of direction is worth noting.

01
Iat Reinsurance Co. Ltd.
12.33% ↑ +12.2pp
α +12.5pts
02
Sectoral Asset Management Inc.
2.91% NEW
α +39.3pts
03
Bellevue Group AG
2.47% ↑ +2.4pp
α +12.2pts
04
Hamel Associates, Inc.
2.02% NEW
α +12.3pts
05
MFA Wealth Services
1.50% NEW
α +16.2pts
06
Scopia Capital Management LP
1.47% NEW
α +10.2pts
07
Delta Financial Advisors LLC
0.95% NEW
α +18.1pts
08
Shufro Rose & Co. LLC
0.89% ↑ +0.7pp
α +32.3pts
09
New Age Alpha Advisors, LLC
0.73% held
α +10.8pts
10
Cypress Capital Group
0.70% ↑ +0.6pp
α +12.6pts
11
D L Carlson Investment Group Inc.
0.63% held
α +17.7pts
12
Fiduciary Alliance LLC
0.62% held
α +16.8pts
13
Bolthouse Investments, LLC
0.59% NEW
α +13.6pts
14
IAM Advisory, LLC
0.58% NEW
α +49.7pts
15
Wincap Financial LLC
0.55% held
α +14.0pts
16
Erste Asset Management GmbH
0.52% NEW
α +33.4pts
17
Venture Visionary Partners LLC
0.50% NEW
α +10.3pts
18
Independent Solutions Wealth Management, LLC
0.50% NEW
α +19.1pts
19
Linscomb Wealth, Inc.
0.49% NEW
α +32.6pts
20
ProVise Management Group, LLC
0.41% NEW
α +11.2pts
21
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.35% held
α +27.5pts
22
Merrion Investment Management Co, LLC
0.33% held
α +16.0pts
23
Courier Capital LLC
0.25% NEW
α +14.9pts
24
Endeavor Private Wealth, Inc.
0.24% held
α +13.5pts
25
Nisa Investment Advisors, LLC
0.22% held
α +16.6pts
26
Legacy Wealth Management, LLC / MS
0.20% NEW
α +14.9pts
27
Fulton Bank, N.a.
0.18% NEW
α +23.8pts
28
Eventide Asset Management, LLC
0.17% held
α +22.5pts
29
Fruth Investment Management
0.16% held
α +79.5pts
30
Beverly Hills Private Wealth, LLC
0.14% NEW
α +10.4pts
31
Citigroup Inc.
0.14% NEW
α +26.3pts
32
Svb Wealth LLC
0.11% held
α +29.6pts
33
Impact Partnership Wealth, LLC
0.11% NEW
α +10.3pts
34
Long Island Wealth Management, Inc.
0.11% NEW
α +21.8pts
35
Stamos Capital Partners, L.P.
0.11% NEW
α +10.2pts
36
Johnson Financial Group, Inc.
0.11% held
α +14.7pts
37
Choate Investment Advisors
0.10% held
α +13.8pts
38
Principal Securities, Inc.
0.10% held
α +21.3pts
39
Oxford Asset Management LLP
0.09% held
α +10.3pts
40
RFG Advisory, LLC
0.09% held
α +16.2pts
41
Vista Investment Partners LLC
0.09% held
α +10.8pts
42
River Road Asset Management, LLC
0.08% held
α +12.9pts
43
Bradley Foster & Sargent INC
0.08% held
α +11.1pts
44
Narus Financial Partners, LLC
0.06% held
α +11.1pts
45
Tributary Capital Management, LLC
0.05% held
α +40.6pts
46
Banco Santander, S.A.
0.05% held
α +12.6pts
47
Walkner Condon Financial Advisors LLC
0.05% held
α +23.7pts
48
Pittenger & Anderson Inc.
0.04% held
α +21.3pts
49
Connor, Clark & Lunn Investment Management Ltd.
0.04% held
α +12.3pts
50
Costello Asset Management, INC
0.04% held
α +14.3pts
51
GM Advisory Group, LLC
0.03% held
α +16.5pts
52
TRUE Private Wealth Advisors
0.03% held
α +23.4pts
53
Greenwich Wealth Management LLC
0.02% held
α +12.7pts
54
Wellington Management Group LLP
0.01% held
α +10.5pts
55
Corsicana & Co.
0.00% held
α +20.0pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

15 transactions · 8 filers
20 Nov 2025
Grygiel Nancy A.
▼ SOLD
1,639
$337.26
S
20 Nov 2025
Grygiel Nancy A.
▼ SOLD
1,500
$337.26
S
12 Nov 2025
Khosla Rachna
▼ SOLD
890
$336.24
S
12 Nov 2025
Gordon Murdo
▼ SOLD
6,879
$336.83
S
20 Aug 2025
Grygiel Nancy A.
▼ SOLD
1,267
$296.99
S
05 Jun 2025
Khosla Rachna
▼ SOLD
1,500
$289.68
S
02 May 2025
Busch Matthew C.
▼ SOLD
1,000
$279.69
S
21 Feb 2025
Reese David M
▼ SOLD
25,225
$304.44
S
19 Feb 2025
Reese David M
▼ SOLD
8,711
$293.22
S
19 Feb 2025
Santos Esteban
▼ SOLD
8,711
$292.84
S
19 Feb 2025
Miller Derek
▼ SOLD
1,524
$293.74
S
18 Feb 2025
Miller Derek
▼ SOLD
500
$292.56
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

35 disclosures · STOCK Act
House · Florida · Traded Mar 24
BOUGHT
$15K–$50K
Apr 22STOCK
House · Ohio · Traded Feb 26
SOLD
$1K–$15K
Mar 6STOCK
House · Ohio · Traded Jan 29
SOLD
$1K–$15K
Feb 2STOCK
House · Ohio · Traded Jan 16
BOUGHT
$1K–$15K
Feb 2STOCK
House · Louisiana · Traded Nov 19
SOLD
$1K–$15K
Jan 13STOCK
House · Louisiana · Traded Oct 23
BOUGHT
$1K–$15K
Jan 13STOCK
House · Ohio · Traded Dec 3
SOLD
$1K–$15K
Dec 5STOCK
House · Ohio · Traded Dec 3
SOLD
$1K–$15K
Dec 5STOCK
House · Georgia · Traded Oct 24
BOUGHT
$1K–$15K
Oct 28STOCK
House · Michigan · Traded Sep 25
SOLD
$1K–$15K
Oct 22STOCK
See full $AMGN Congress history →

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $AMGN lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $AMGN — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:35 UTC.