# Amgen (AMGN): value investors who own it | moatshark

5 value investors held Amgen in their Q3 2026 13F, led by Smead Capital Management, Matrix Asset Advisors, Mairs & Power, Horizon Kinetics, Dodge & Cox.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Smead Capital Management | 5.3% | $247m | Trimmed -11% | 41 |
| Matrix Asset Advisors | 2.9% | $35.4m | Trimmed -18% | 23 |
| Mairs & Power | 0.0% | $1.8m | Trimmed -0.8% | 53 |
| Horizon Kinetics | 0.0% | $833k | Trimmed -4.1% | 29 |
| Dodge & Cox | 0.0% | $4.6m | Trimmed -4.1% | 53 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-13 | Khosla Rachna | SVP, Business Development | Sold | 1252 | $521k |
| 2026-08-11 | Khosla Rachna | SVP, Business Development | Sold | 2000 | $825k |
| 2026-08-06 | Miller Derek | SVP, Human Resources | Sold | 2069 | $833k |
| 2026-08-06 | Grygiel Nancy A. | SVP & CCO | Sold | 1970 | $792k |
| 2026-08-06 | Miller Derek | SVP, Human Resources | Sold | 1821 | $733k |
| 2026-08-06 | Grygiel Nancy A. | SVP & CCO | Sold | 1000 | $402k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Smead Value Fund | Smead Capital Management | 4.7% | $184m | 2026-05-29 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/amgn). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.