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 535 institutions that hold shares in the stock, with a total of 51 Million shares, which have been reported (via 13F filing form) to have a value of $7.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
40
shares
|
$5,697
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
37
shares
|
$5,270
0.0% of portfolio
|
Q3 2024
Reduced 28.85%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
32
shares
|
$4,558
0.0% of portfolio
|
Q4 2025
Added 6.67%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
32
shares
|
$4,558
0.0% of portfolio
|
Q3 2025
Added 18.52%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
31
shares
|
$4,415
0.0% of portfolio
|
Q3 2025
Reduced 46.55%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
30
shares
|
$4,273
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
30
shares
|
$4,273
0.0% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
28
shares
|
$3,988
0.0% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
23
shares
|
$3,276
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
22
shares
|
$3,133
0.0% of portfolio
|
Q1 2025
Reduced 76.09%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
21
shares
|
$2,991
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
21
shares
|
$2,991
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
21
shares
|
$2,991
0.0% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$2,848
0.0% of portfolio
|
Q1 2022
Reduced 90.78%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
19
shares
|
$2,706
0.0% of portfolio
|
Q2 2024
Added 18.75%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
19
shares
|
$2,706
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
17
shares
|
$2,421
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
15
shares
|
$2,136
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
15
shares
|
$2,136
0.0% of portfolio
|
Q3 2025
Added 114.29%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
14
shares
|
$1,994
0.0% of portfolio
|
Q2 2025
Added 55.56%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
13
shares
|
$1,851
0.0% of portfolio
|
Q2 2024
Added 550.0%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
13
shares
|
$1,851
0.0% of portfolio
|
Q3 2025
Added 160.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
11
shares
|
$1,566
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
11
shares
|
$1,566
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10
shares
|
$1,424
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|