Follow-The-Filings

Security

Amgen Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

21 owners 1 exit max 3.0% (David Katz - Matrix Asset...)

owners 21
rank #188
master % 0.03%
max % 3.0%
tracked value $60.4B
qoq A 11 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale 3.0% Add -0.19 pp 102,817 $37.2B hist
Torray Investment Partners LLC 2026 Q2 stale 2.9% Add +0.13 pp 59,771 $22M hist
Kentucky Trust Co. 2026 Q2 stale 0.8% 4,717 $1.7B hist
Two Sigma Investments, LP 2025 Q4 stale 0.3% Exit -0.32 pp 700,388 $229M hist
Ancora Advisors LLC 2026 Q1 0.3% Reduce +0.03 pp 36,123 $13M hist
Vanguard Group Inc. 2025 Q4 stale 0.3% Add +0.03 pp 54,838,826 $17.9B hist
Norges Bank 2025 Q4 stale 0.2% Exit -0.23 pp 6,611,965 $2.2B hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.2% Add +0.09 pp 1,577,866 $555M hist
Natixis Advisors, LLC 2026 Q1 0.2% Add +0.03 pp 392,002 $138M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.08 pp 316,917 $112M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.02 pp 47,370 $17M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.03 pp 178,009 $63M hist
Steven Check - Check Capital Management INC/CA 2026 Q1 0.0% 3,885 $1M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.02 pp 230,029 $81M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.01 pp 152,222 $54M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.02 pp 14,774 $5M hist
Mairs & Power Inc. 2026 Q1 0.0% Reduce 0.00 pp 4,964 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 184,963 $65M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Reduce 0.00 pp 2,399 $844 hist
Dodge & Cox 2026 Q1 0.0% 13,367 $5M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 7,980 $3M hist
Cathie Wood - Ark Investment Management LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.10 pp 45,358 $15M hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 1.05
4 PRIMARY DOCUMENT
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8-K 5.07
8-K 5.02
4 PRIMARY DOCUMENT
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4 PRIMARY DOCUMENT
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financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $28.19B $33.42B $36.75B
Gross profit * $19.74B $20.57B $24.71B
Gross margin * 70.0% 61.5% 67.2%
Net income $6.72B $4.09B $7.71B
Net margin * 23.8% 12.2% 21.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $30.33B $29.03B $29.06B
Total non-current assets * $66.82B $62.81B $61.53B
Total assets $97.15B $91.84B $90.59B
Total current liabilities $18.39B $23.1B $25.49B
Total non-current liabilities
Total equity $6.23B $5.88B $8.66B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $8.47B $11.49B $9.96B
Cash from investing -$26.2B -$1.05B -$1.94B
Cash from financing $21.05B -$9.42B -$10.86B
Net change in cash $3.32B $1.03B -$2.84B

ownership over time

filing count by report period · click a bar for that quarter’s holders