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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
29
shares
|
$6,859
0.0% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
28
shares
|
$6,623
0.0% of portfolio
|
Q2 2022
Reduced 34.88%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
27
shares
|
$6,386
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
27
shares
|
$6,386
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
27
shares
|
$6,386
0.0% of portfolio
|
Q2 2025
Reduced 20.59%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
25
shares
|
$5,913
0.0% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
25
shares
|
$5,913
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
25
shares
|
$5,913
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
23
shares
|
$5,440
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
22
shares
|
$5,204
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
22
shares
|
$5,204
0.0% of portfolio
|
Q2 2025
Reduced 81.82%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
20
shares
|
$4,731
0.0% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
19
shares
|
$4,494
0.0% of portfolio
|
Q2 2025
Added 216.67%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
19
shares
|
$4,494
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
17
shares
|
$4,021
0.0% of portfolio
|
Q2 2024
Added 41.67%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
16
shares
|
$3,784
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
15
shares
|
$3,548
0.0% of portfolio
|
Q2 2024
Reduced 86.96%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
15
shares
|
$3,548
0.0% of portfolio
|
Q2 2024
Added 15.38%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
15
shares
|
$3,548
0.0% of portfolio
|
Q2 2025
Reduced 65.12%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
14
shares
|
$3,311
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
14
shares
|
$3,311
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
13
shares
|
$3,075
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
13
shares
|
$3,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$3,075
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
13
shares
|
$3,075
0.0% of portfolio
|
Q4 2018
New holding
|