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 $5.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,243
shares
|
$420,786
0.08% of portfolio
|
Q1 2023
Reduced 13.3%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
2,188
shares
|
$410,468
0.01% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,149
shares
|
$403,152
0.0% of portfolio
|
Q3 2024
Added 42.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
2,145
shares
|
$402,402
0.0% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
2,056
shares
|
$385,705
0.03% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,039
shares
|
$382,516
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guinness Asset Management LTD
London, X0 |
Oct 10, 2024 Q3 2024 |
2,007
shares
|
$376,513
0.01% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
1,965
shares
|
$368,634
0.01% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
1,964
shares
|
$368,446
0.01% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
1,888
shares
|
$354,188
0.0% of portfolio
|
Q3 2024
Reduced 99.77%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
1,825
shares
|
$342,370
0.01% of portfolio
|
Q3 2024
Reduced 32.9%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,807
shares
|
$338,993
0.0% of portfolio
|
Q3 2024
Added 87.84%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
1,803
shares
|
$338,242
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
1,793
shares
|
$336,366
0.0% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
1,792
shares
|
$336,179
0.04% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
1,700
shares
|
$318,920
0.0% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
1,665
shares
|
$312,354
0.08% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
1,658
shares
|
$311,040
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,605
shares
|
$301,098
0.0% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
1,585
shares
|
$297,346
0.12% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,573
shares
|
$295,094
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
1,554
shares
|
$291,530
0.07% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
1,533
shares
|
$287,590
0.0% of portfolio
|
Q3 2024
Reduced 38.63%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
1,509
shares
|
$283,088
0.01% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,501
shares
|
$281,587
0.01% of portfolio
|
Q3 2024
New holding
|