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 437 institutions that hold shares in the stock, with a total of 29.9 Million shares, which have been reported (via 13F filing form) to have a value of $6.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,507
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
19,476
shares
|
$4.06 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
18,404
shares
|
$3.84 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
18,350
shares
|
$3.83 Million
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
18,205
shares
|
$3.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
18,078
shares
|
$3.77 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
17,371
shares
|
$3.63 Million
0.04% of portfolio
|
Q2 2024
Added 4.7%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
17,195
shares
|
$3.59 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
16,738
shares
|
$3.49 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
16,737
shares
|
$3.49 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
16,632
shares
|
$3.47 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
16,469
shares
|
$3.44 Million
1.67% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
16,256
shares
|
$3.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
16,232
shares
|
$3.39 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
15,173
shares
|
$3.17 Million
0.01% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
15,059
shares
|
$3.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Long Road Investment Counsel, LLC
|
May 12, 2025 Q1 2025 |
15,021
shares
|
$3.13 Million
1.02% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
14,695
shares
|
$3.07 Million
0.14% of portfolio
|
Q1 2025
Added 189.9%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
13,900
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
13,394
shares
|
$2.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
13,150
shares
|
$2.74 Million
2.14% of portfolio
|
Q4 2023
Added 62.35%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
12,918
shares
|
$2.7 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
12,853
shares
|
$2.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
12,840
shares
|
$2.68 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.5%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
12,805
shares
|
$2.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.28%
|