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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,333
shares
|
$315,321
0.02% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
1,319
shares
|
$312,009
0.05% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,317
shares
|
$311,536
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,315
shares
|
$311,063
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,313
shares
|
$310,590
0.11% of portfolio
|
Q1 2024
Reduced 34.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
1,273
shares
|
$301,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,260
shares
|
$298,053
0.0% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
1,227
shares
|
$290,246
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
1,213
shares
|
$286,935
0.02% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$283,860
0.01% of portfolio
|
Q2 2025
Reduced 84.66%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
1,197
shares
|
$283,150
0.01% of portfolio
|
Q2 2025
Reduced 17.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
1,191
shares
|
$281,731
0.0% of portfolio
|
Q2 2025
Reduced 41.53%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,184
shares
|
$280,075
0.08% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,180
shares
|
$279,129
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,163
shares
|
$275,107
0.0% of portfolio
|
Q3 2024
Reduced 31.39%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,157
shares
|
$273,688
0.0% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
1,150
shares
|
$272,032
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
1,143
shares
|
$270,376
0.0% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
1,110
shares
|
$262,570
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,104
shares
|
$261,151
0.06% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,093
shares
|
$258,549
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
1,089
shares
|
$257,602
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,081
shares
|
$255,710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,068
shares
|
$252,635
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wilkinson Global Asset Management LLC
|
Aug 11, 2025 Q2 2025 |
1,065
shares
|
$251,925
0.01% of portfolio
|
Q2 2025
Reduced 66.72%
|