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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
330
shares
|
$85,242
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
326
shares
|
$84,209
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
320
shares
|
$82,659
0.0% of portfolio
|
Q1 2023
Reduced 29.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
315
shares
|
$81,367
0.0% of portfolio
|
Q3 2025
Added 208.82%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
308
shares
|
$79,559
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
303
shares
|
$78,267
0.0% of portfolio
|
Q3 2025
Reduced 90.85%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
296
shares
|
$76,459
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
277
shares
|
$71,551
0.01% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
274
shares
|
$70,776
0.01% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
252
shares
|
$65,094
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
246
shares
|
$63,544
0.0% of portfolio
|
Q3 2025
Added 51.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
236
shares
|
$60,961
0.0% of portfolio
|
Q3 2025
Reduced 16.01%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
220
shares
|
$56,828
0.0% of portfolio
|
Q3 2025
Reduced 59.33%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
216
shares
|
$55,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
214
shares
|
$55,278
0.0% of portfolio
|
Q3 2025
Added 1237.5%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
212
shares
|
$54,761
0.01% of portfolio
|
Q3 2025
Reduced 33.75%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
198
shares
|
$51,145
0.0% of portfolio
|
Q3 2025
Reduced 24.14%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
194
shares
|
$50,112
0.0% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
190
shares
|
$49,078
0.0% of portfolio
|
Q2 2025
Reduced 41.54%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
176
shares
|
$45,462
0.03% of portfolio
|
Q3 2025
Added 41.94%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
163
shares
|
$42,104
0.02% of portfolio
|
Q2 2024
Reduced 15.54%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
142
shares
|
$36,680
0.0% of portfolio
|
Q3 2025
Added 189.8%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
142
shares
|
$36,680
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
140
shares
|
$36,163
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
132
shares
|
$34,096
0.0% of portfolio
|
Q2 2025
Added 428.0%
|
|