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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
33
shares
|
$5,517
0.0% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
33
shares
|
$5,517
0.0% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
31
shares
|
$5,183
0.0% of portfolio
|
Q4 2024
Added 47.62%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
30
shares
|
$5,016
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
30
shares
|
$5,016
0.0% of portfolio
|
Q1 2024
Added 3.45%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
28
shares
|
$4,681
0.0% of portfolio
|
Q2 2022
Reduced 34.88%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
27
shares
|
$4,514
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
25
shares
|
$4,180
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
25
shares
|
$4,180
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
23
shares
|
$3,845
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
23
shares
|
$3,845
0.0% of portfolio
|
Q4 2022
Reduced 25.81%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
22
shares
|
$3,678
0.0% of portfolio
|
Q3 2024
Added 450.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
22
shares
|
$3,678
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
20
shares
|
$3,344
0.0% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
19
shares
|
$3,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
18
shares
|
$3,009
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
18
shares
|
$3,009
0.0% of portfolio
|
Q4 2024
Reduced 80.65%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
17
shares
|
$2,842
0.0% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
17
shares
|
$2,842
0.0% of portfolio
|
Q2 2024
Added 41.67%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
16
shares
|
$2,675
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
15
shares
|
$2,508
0.0% of portfolio
|
Q2 2024
Added 15.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
15
shares
|
$2,508
0.0% of portfolio
|
Q2 2024
Reduced 86.96%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
14
shares
|
$2,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
14
shares
|
$2,340
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
14
shares
|
$2,340
0.01% of portfolio
|
Q3 2024
New holding
|