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 448 institutions that hold shares in the stock, with a total of 30.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
4,940
shares
|
$928,423
0.49% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
4,739
shares
|
$890,647
0.0% of portfolio
|
Q3 2024
Reduced 14.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
4,712
shares
|
$885,573
0.01% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,656
shares
|
$875,048
0.03% of portfolio
|
Q4 2024
Added 29.87%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,650
shares
|
$873,921
0.01% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,634
shares
|
$870,913
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
4,533
shares
|
$851,932
0.0% of portfolio
|
Q1 2023
Reduced 6.11%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
4,506
shares
|
$846,857
0.0% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
4,448
shares
|
$835,957
0.01% of portfolio
|
Q4 2024
Added 70.16%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
4,410
shares
|
$828,815
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,407
shares
|
$828,251
0.02% of portfolio
|
Q3 2024
Reduced 45.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,354
shares
|
$818,290
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
4,311
shares
|
$810,209
0.02% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
4,300
shares
|
$808,142
0.0% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
4,135
shares
|
$777,131
0.23% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,086
shares
|
$767,922
0.01% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
4,079
shares
|
$766,607
0.22% of portfolio
|
Q3 2024
Reduced 33.64%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,982
shares
|
$748,377
0.23% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,976
shares
|
$747,249
0.15% of portfolio
|
Q3 2023
Added 1.33%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,921
shares
|
$736,912
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
3,882
shares
|
$729,583
0.05% of portfolio
|
Q3 2024
Reduced 41.15%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
3,807
shares
|
$715,487
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
3,781
shares
|
$710,601
0.03% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
3,775
shares
|
$709,473
0.0% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,713
shares
|
$697,821
0.0% of portfolio
|
Q3 2024
Added 91.39%
|