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 496 institutions that hold shares in the stock, with a total of 29.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
4,575
shares
|
$1.18 Million
1.08% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
4,533
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2023
Reduced 6.11%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
4,410
shares
|
$1.14 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,407
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 45.67%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
4,137
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 34.06%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
4,047
shares
|
$1.05 Million
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,976
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2023
Added 1.33%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
3,957
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
3,917
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 14.94%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
3,905
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
3,868
shares
|
$999,143
0.0% of portfolio
|
Q3 2025
Reduced 15.14%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,848
shares
|
$993,976
0.01% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
3,788
shares
|
$978,478
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
3,779
shares
|
$976,153
0.0% of portfolio
|
Q3 2025
Reduced 87.32%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
3,667
shares
|
$947,222
0.0% of portfolio
|
Q3 2025
Reduced 18.33%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
3,609
shares
|
$932,240
0.26% of portfolio
|
Q3 2025
Added 53.57%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
3,605
shares
|
$931,207
0.21% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,577
shares
|
$923,974
0.0% of portfolio
|
Q3 2025
Added 14.65%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,561
shares
|
$919,841
0.0% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
3,500
shares
|
$904,085
0.01% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,434
shares
|
$887,036
0.01% of portfolio
|
Q2 2025
Added 138.47%
|
|
|
Guinness Asset Management LTD
London, X0 |
Nov 05, 2025 Q3 2025 |
3,432
shares
|
$886,519
0.01% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
3,425
shares
|
$884,711
0.08% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,327
shares
|
$859,397
0.01% of portfolio
|
Q3 2025
Added 16.09%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
3,306
shares
|
$853,972
0.01% of portfolio
|
Q3 2025
Added 14.04%
|
|