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 471 institutions that hold shares in the stock, with a total of 29.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
2,085
shares
|
$493,206
0.01% of portfolio
|
Q1 2025
Added 17.53%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
2,063
shares
|
$488,002
0.02% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Cornerstone Investment Partners, LLC
|
Aug 06, 2025 Q2 2025 |
2,019
shares
|
$477,594
0.02% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
1,868
shares
|
$441,875
0.01% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,859
shares
|
$439,746
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,793
shares
|
$424,134
0.0% of portfolio
|
Q2 2025
Reduced 84.99%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
1,776
shares
|
$420,112
0.0% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,758
shares
|
$415,854
0.02% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,725
shares
|
$408,048
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
1,713
shares
|
$405,210
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
1,638
shares
|
$387,468
0.0% of portfolio
|
Q2 2025
Reduced 16.26%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,598
shares
|
$378,006
0.03% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
1,580
shares
|
$373,749
0.19% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
1,567
shares
|
$370,673
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
1,550
shares
|
$366,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
1,548
shares
|
$366,179
0.07% of portfolio
|
Q2 2025
Added 18.17%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
1,480
shares
|
$350,094
0.11% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
1,477
shares
|
$349,384
0.0% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
1,475
shares
|
$348,911
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,451
shares
|
$343,234
0.0% of portfolio
|
Q2 2025
Added 259.16%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
1,438
shares
|
$340,158
0.0% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
1,419
shares
|
$335,664
0.02% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,384
shares
|
$327,385
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
1,366
shares
|
$323,127
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,336
shares
|
$316,030
0.01% of portfolio
|
Q2 2025
Reduced 19.18%
|