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 507 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 |
|---|---|---|---|---|---|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,662
shares
|
$687,621
0.0% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,651
shares
|
$684,779
0.01% of portfolio
|
Q3 2025
Added 98.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,602
shares
|
$672,122
0.0% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,600
shares
|
$671,606
0.03% of portfolio
|
Q4 2024
Reduced 27.78%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,589
shares
|
$668,764
0.19% of portfolio
|
Q4 2025
Reduced 12.74%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2025 Q3 2025 |
2,557
shares
|
$660,498
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$645,775
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,459
shares
|
$635,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,400
shares
|
$619,944
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
2,365
shares
|
$610,903
0.1% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
2,354
shares
|
$608,061
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
2,335
shares
|
$603,153
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
2,329
shares
|
$601,603
0.09% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2025 Q3 2025 |
2,287
shares
|
$590,754
0.03% of portfolio
|
Q3 2025
Added 2187.0%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
2,263
shares
|
$584,555
0.0% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,243
shares
|
$579,389
0.08% of portfolio
|
Q1 2023
Reduced 13.3%
|
|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
2,203
shares
|
$569,056
0.43% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,185
shares
|
$564,407
0.0% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
2,172
shares
|
$561,049
0.03% of portfolio
|
Q2 2025
Reduced 96.74%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,128
shares
|
$549,683
0.0% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
2,118
shares
|
$547,100
0.01% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
2,025
shares
|
$523,077
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
2,004
shares
|
$517,653
0.0% of portfolio
|
Q3 2025
Reduced 77.92%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
1,978
shares
|
$510,937
0.01% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
1,888
shares
|
$487,689
0.01% of portfolio
|
Q3 2025
Reduced 13.71%
|
|