Institutional Ownership Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG). We have compiled data on the 452 institutions that hold shares in the stock, with a total of 30.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,713
shares
|
$688,241
0.0% of portfolio
|
Q3 2024
Added 91.39%
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
3,698
shares
|
$685,461
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,652
shares
|
$676,934
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
3,650
shares
|
$676,564
0.01% of portfolio
|
Q1 2023
Reduced 21.51%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
3,627
shares
|
$672,300
0.01% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,600
shares
|
$667,296
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,585
shares
|
$664,515
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,585
shares
|
$664,515
0.0% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,569
shares
|
$661,549
0.0% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
3,529
shares
|
$654,135
0.14% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
3,518
shares
|
$652,096
0.04% of portfolio
|
Q3 2024
Reduced 52.34%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,426
shares
|
$635,043
0.0% of portfolio
|
Q1 2024
Reduced 10.29%
|
|
|
Wilkinson Global Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
3,400
shares
|
$630,224
0.04% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,390
shares
|
$628,370
0.05% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,236
shares
|
$599,824
0.0% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,229
shares
|
$598,527
0.17% of portfolio
|
Q3 2024
Reduced 53.33%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,225
shares
|
$597,786
0.02% of portfolio
|
Q3 2023
Added 0.12%
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 13, 2024 Q3 2024 |
3,198
shares
|
$592,781
0.03% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,146
shares
|
$583,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,117
shares
|
$577,767
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Thistle LLC
|
Nov 12, 2024 Q3 2024 |
3,116
shares
|
$577,581
0.19% of portfolio
|
Q3 2024
Reduced 34.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
3,036
shares
|
$562,752
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,002
shares
|
$556,450
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,993
shares
|
$554,782
0.0% of portfolio
|
Q3 2024
Reduced 31.71%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,970
shares
|
$550,519
0.08% of portfolio
|
Q2 2024
Reduced 4.81%
|