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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,300
shares
|
$897,410
0.01% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
4,196
shares
|
$875,705
0.28% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
4,070
shares
|
$849,409
0.14% of portfolio
|
Q1 2025
Added 139.41%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,976
shares
|
$829,791
0.15% of portfolio
|
Q3 2023
Added 1.33%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
3,957
shares
|
$825,825
0.04% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
3,911
shares
|
$816,225
0.2% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
3,873
shares
|
$808,295
0.0% of portfolio
|
Q1 2025
Reduced 50.56%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
3,855
shares
|
$804,538
0.21% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
3,629
shares
|
$757,372
0.13% of portfolio
|
Q1 2025
Added 32.4%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,512
shares
|
$732,954
0.0% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
3,500
shares
|
$730,450
0.01% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
3,490
shares
|
$728,363
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3,457
shares
|
$721,475
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
3,425
shares
|
$714,797
0.08% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
3,420
shares
|
$713,754
0.01% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,338
shares
|
$696,640
0.01% of portfolio
|
Q1 2025
Added 28.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,232
shares
|
$674,518
0.0% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,225
shares
|
$673,057
0.02% of portfolio
|
Q3 2023
Added 0.12%
|
|
|
Wilkinson Global Asset Management LLC
|
May 01, 2025 Q1 2025 |
3,200
shares
|
$667,840
0.03% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
3,190
shares
|
$665,753
0.03% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
3,170
shares
|
$661,579
0.48% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
3,105
shares
|
$648,013
0.02% of portfolio
|
Q1 2025
Added 392.86%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
3,075
shares
|
$641,752
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,002
shares
|
$626,517
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
3,000
shares
|
$626,100
0.0% of portfolio
|
Q1 2025
Reduced 53.85%
|