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 442 institutions that hold shares in the stock, with a total of 30.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
1,774
shares
|
$296,630
0.0% of portfolio
|
Q4 2024
Added 31.31%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,764
shares
|
$294,958
0.0% of portfolio
|
Q4 2024
Added 20.82%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
1,737
shares
|
$290,443
0.02% of portfolio
|
Q4 2024
Reduced 15.52%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
1,700
shares
|
$284,257
0.06% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,664
shares
|
$278,237
0.0% of portfolio
|
Q4 2024
Reduced 97.78%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
1,646
shares
|
$275,227
0.02% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
1,600
shares
|
$267,536
0.0% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
1,585
shares
|
$265,027
0.12% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
1,567
shares
|
$262,018
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,552
shares
|
$259,509
0.0% of portfolio
|
Q4 2024
Reduced 33.25%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
1,516
shares
|
$253,490
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
1,505
shares
|
$251,651
0.01% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,473
shares
|
$246,300
0.04% of portfolio
|
Q4 2024
Reduced 87.99%
|
|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
1,415
shares
|
$236,602
0.0% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,410
shares
|
$235,766
0.09% of portfolio
|
Q2 2024
Reduced 20.2%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
1,410
shares
|
$235,766
0.17% of portfolio
|
Q4 2024
Added 25.89%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,393
shares
|
$232,923
0.05% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
1,373
shares
|
$229,579
0.07% of portfolio
|
Q4 2024
Reduced 52.7%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,313
shares
|
$219,546
0.11% of portfolio
|
Q1 2024
Reduced 34.15%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,307
shares
|
$218,543
0.0% of portfolio
|
Q4 2024
Reduced 64.21%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
1,293
shares
|
$216,202
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,282
shares
|
$214,363
0.03% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
1,250
shares
|
$209,012
0.04% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
1,244
shares
|
$208,009
0.0% of portfolio
|
Q4 2024
Added 26.94%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
1,227
shares
|
$205,166
0.03% of portfolio
|
Q3 2024
New holding
|