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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
99
shares
|
$23,418
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
96
shares
|
$22,708
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
93
shares
|
$21,999
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
81
shares
|
$19,160
0.01% of portfolio
|
Q2 2025
Reduced 49.69%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
76
shares
|
$17,977
0.0% of portfolio
|
Q2 2025
Added 230.43%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
76
shares
|
$17,977
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
75
shares
|
$17,741
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
75
shares
|
$17,741
0.01% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
72
shares
|
$17,031
0.0% of portfolio
|
Q1 2025
Reduced 33.94%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
68
shares
|
$16,085
0.0% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
65
shares
|
$15,375
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
61
shares
|
$14,429
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
53
shares
|
$12,537
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
49
shares
|
$11,590
0.0% of portfolio
|
Q2 2025
Added 716.67%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
47
shares
|
$11,117
0.0% of portfolio
|
Q1 2025
Reduced 62.99%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
44
shares
|
$10,408
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
43
shares
|
$10,171
0.0% of portfolio
|
Q2 2025
Added 30.3%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
40
shares
|
$9,462
0.01% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
39
shares
|
$9,225
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35
shares
|
$8,279
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
34
shares
|
$8,042
0.0% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
33
shares
|
$7,806
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
32
shares
|
$7,569
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
30
shares
|
$7,096
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
29
shares
|
$6,859
0.0% of portfolio
|
Q1 2025
New holding
|