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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
125
shares
|
$32,288
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
113
shares
|
$29,189
0.02% of portfolio
|
Q3 2025
Reduced 71.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
102
shares
|
$26,347
0.0% of portfolio
|
Q3 2025
Reduced 45.16%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
99
shares
|
$25,572
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
98
shares
|
$25,314
0.0% of portfolio
|
Q3 2025
Added 345.45%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
96
shares
|
$24,797
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
93
shares
|
$24,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
90
shares
|
$23,247
0.0% of portfolio
|
Q3 2025
Reduced 97.18%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
81
shares
|
$20,923
0.01% of portfolio
|
Q2 2025
Reduced 49.69%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
77
shares
|
$19,889
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
76
shares
|
$19,631
0.0% of portfolio
|
Q2 2025
Added 230.43%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
75
shares
|
$19,373
0.01% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
75
shares
|
$19,373
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
71
shares
|
$18,340
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
68
shares
|
$17,565
0.0% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
63
shares
|
$16,273
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
61
shares
|
$15,756
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
53
shares
|
$13,690
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
52
shares
|
$13,432
0.0% of portfolio
|
Q3 2025
Added 92.59%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
49
shares
|
$12,657
0.0% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
49
shares
|
$12,657
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
47
shares
|
$12,140
0.0% of portfolio
|
Q1 2025
Reduced 62.99%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
40
shares
|
$10,332
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
39
shares
|
$10,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
38
shares
|
$9,815
0.0% of portfolio
|
Q4 2025
Added 31.03%
|
|