Institutional Ownership American Financial Group Inc (AFG)
This table provides information about the institutional ownership of American Financial Group Inc (AFG). We have compiled data on the 474 institutions that hold shares in the stock, with a total of 50.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
75
shares
|
$9,850
0.01% of portfolio
|
Q2 2023
Reduced 99.25%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
71
shares
|
$9,325
0.0% of portfolio
|
Q2 2022
Reduced 64.5%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
65
shares
|
$8,537
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
64
shares
|
$8,405
0.0% of portfolio
|
Q4 2024
Added 28.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
57
shares
|
$7,486
0.0% of portfolio
|
Q4 2024
Added 418.18%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
55
shares
|
$7,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
54
shares
|
$7,092
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
46
shares
|
$6,041
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
37
shares
|
$4,859
0.0% of portfolio
|
Q3 2024
Reduced 28.85%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
36
shares
|
$4,728
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
31
shares
|
$4,071
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
31
shares
|
$4,071
0.0% of portfolio
|
Q4 2024
Added 342.86%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
30
shares
|
$3,940
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
27
shares
|
$3,546
0.0% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
26
shares
|
$3,414
0.0% of portfolio
|
Q4 2024
Added 44.44%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
23
shares
|
$3,020
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
23
shares
|
$3,020
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
23
shares
|
$3,020
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$2,626
0.0% of portfolio
|
Q1 2022
Reduced 90.78%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
19
shares
|
$2,495
0.0% of portfolio
|
Q2 2024
Added 18.75%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
18
shares
|
$2,364
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
18
shares
|
$2,364
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
15
shares
|
$1,970
0.0% of portfolio
|
Q4 2024
Added 114.29%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
14
shares
|
$1,838
0.0% of portfolio
|
Q3 2024
Reduced 48.15%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
13
shares
|
$1,707
0.0% of portfolio
|
Q2 2024
Added 550.0%
|