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 |
|---|---|---|---|---|---|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,068
shares
|
$275,875
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Emc Capital Management
Houston, TX |
Nov 20, 2025 Q3 2025 |
1,061
shares
|
$274,066
0.12% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,058
shares
|
$273,291
0.0% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
1,053
shares
|
$272,000
0.0% of portfolio
|
Q3 2025
Reduced 87.96%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,047
shares
|
$270,450
0.01% of portfolio
|
Q3 2025
Added 322.18%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
1,040
shares
|
$268,642
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
1,023
shares
|
$264,251
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,016
shares
|
$262,442
0.0% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,008
shares
|
$260,376
0.01% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
989
shares
|
$255,468
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
988
shares
|
$255,210
0.0% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
985
shares
|
$254,435
0.16% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
981
shares
|
$253,402
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
977
shares
|
$252,368
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
969
shares
|
$250,302
0.0% of portfolio
|
Q3 2025
Reduced 45.96%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
964
shares
|
$249,010
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
949
shares
|
$245,136
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
942
shares
|
$243,328
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
926
shares
|
$239,195
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
925
shares
|
$238,936
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
904
shares
|
$233,512
0.03% of portfolio
|
Q4 2025
Reduced 4.94%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
896
shares
|
$231,445
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
894
shares
|
$230,929
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
889
shares
|
$229,637
0.0% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
873
shares
|
$225,504
0.0% of portfolio
|
Q3 2025
New holding
|
|